Gift hamper benefit configuration in D365 HR Benefits module

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Posted on by poonamT

Hi All,

For a client, we need to configure benefit plan where they give gift hamper to employee for child birth.

What I can think of is defining flat amount as coverage option and attach it to birth life event.

My query is where to define this amount (e.g. 500$) .We have employer contribution but is this something that can be used. Because I understand we use this field to key in the employer contribution to benefit vendor. And what I am looking for something that needs to be credited in employee's account.

Please advice the best possible way to configure it, if that is feasible.

Thanks

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Charlotte X on at

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Hi poonamT,

Please view the following documentation:

Create coverage options - Human Resources | Dynamics 365 | Microsoft Learn

Best Regards,

Charlotte

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poonamT 91 on at

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Thank you for your response.

On the Coverage option, there is no field to set the flat amount (e.g. 100$)

Is it something, I need to set on the Rates form.

Non-smoker Employee amount: -100

Thanks,

Poonam

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Sytse Korts 235 on at

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Hi Poonam,

I would normally look towards the coverage option and set the rate accordingly for the non-smoker employer amount, as it is the employer/company who are paying the money to the benefit supplier in this case rather than the employee.

If every employee receives the same type of hamper at the same price point you only need to set up one rate, but if there are varying levels (e.g. people at manager level get more expensive hampers) I'd recommend you set up multiple rates.

I will say that none of my customers have ever required hampers to be set up in Benefits management, so you may want to check with them whether they are not overbaking the cake here, so to speak.

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poonamT 91 on at

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Thank you for your detailed response. I have seen Gym membership mentioned as negative amount in employee contribution so was not sure where the gift hamper negative amount should be entered employee or employer contribution.

There is no tier because all employees will get same gift hamper on the event of child birth.

This benefit is more like we give car allowance the only difference is this will be one time based on event and car allowance will be every month.

So, i need to setup rate as 100$ negative amount on the employer contribution to set this gift hamper correct?

Thanks.

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Sytse Korts 235 on at

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Happy to help.

I wouldn't use negative amounts personally. As this is an employer contribution (rather than a deduction), the implication is that you put in a positive amount as this is the amount the business pays towards the benefit. So, if the hamper costs 100 USD, you enter 100 as the contribution. It may seem a little counter-intuitive but that is how I run Benefits management with all my customers, and how Microsoft demonstrates Benefits management in its public demonstrations.

If either of my answers solved your query, do please mark them as verified :^)

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poonamT 91 on at

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Thank you so much. I will set it as 100$ positive amount as EMPLOYER contribution.

Thank you again.

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poonamT 91 on at

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Additionally, i read the below in Microsoft documents:

If money should be allocated back to an employee (for example, a credit toward a gym membership), a negative rate is entered

So was thinking is it negative and if yes then negative employee or employer contribution.

Thanks

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Sytse Korts 235 on at

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HI Poonam,

as this is not a gm membership or some such, I still don't believe it should be negative in your case. The employer pays 100 USD for the hamper to the benefit provider, who then ships the hamper to the employee. This means that the 100 does not go to the employee directly. Ergo, I would recommend 100 in non-smoker employer amount to be paid to the provider.

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