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Enroll workers in benefit accrual plans

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Posted on by Afazal

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Dear all,

How can we enroll work to a benefit accrual plan, as per Microsoft doc no help.

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/hr/localizations/noam-usa-benefit-accrual-plan-tasks

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GirishS 27,827 Moderator on at

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Hi Afsal,

There are no mass enrollments feature available for benefit accrual as similar to benefits.

If you want, you need to have customization.

Thanks,

Girish S.

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Kevin Xia Microsoft Employee on at

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Hi,

Based on your question, I helped you find the corresponding official documentation on how to enroll workers in benefit accrual plans. Reference links are below: Benefit accrual plan tasks | Microsoft Learn.

The specific steps are as follows:

The process for enrolling workers in benefit accrual plans differs from the process of enrolling them in other benefits. Mass enrollment isn’t available for benefit accrual plans, and eligibility processing is not performed.

Click Payroll > Common > Workers > Workers. Select a worker, click Personal information, and then click Benefit accruals.

Click New.

In the Benefit accrual plan column in the grid, select a benefit accrual plan. You can add and delete enrollments only for benefit accrual plans for the legal entity that you are logged on to.

Make sure that the value in the Accrual date basis field is correct. If the accrual date basis is set to Seniority date, make sure that a seniority date is assigned to the worker:

1. On the Workers list page, double-click the name of the worker.

2. In the Worker form, on the Worker summary FastTab, review the Seniority date field.

3. If the Seniority date field is blank, click Edit, and then enter a seniority date.

4. Close the form.

Repeat these steps to enroll the worker in additional benefit accrual plans. When you have finished, close the form.

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Best regards,

Kevin

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