Dynamics Community Forum Thread Details

1) Issue
- Wrong compensation plans are shown when assigning a compensation plan to a worker in D365 Human Resources
- The system displays multiple grade-based plans (e.g. Grade13, Grade14) instead of the expected specific plan (e.g. Grade8 / Plan 8)
- Eligibility rules are already configured with restrictions (e.g. PNG - G8 only allows Grade8)
- Despite this setup the plan lookup still shows unrelated plans during hire or worker assignment
- This leads to incorrect plan selection and confusion for HR users

2) Reason
- The issue is caused by how D365 Human Resources evaluates compensation eligibility and filtering logic at runtime
- Compensation plan filtering is not driven only by eligibility rules but also by position, job, compensation region, and worker context
- Eligibility rules (like PNG - G8) restrict assignment logically but are not strictly applied as lookup filters in all scenarios
- Plans such as Grade13 and Grade14 appear because they are still valid for the worker context (e.g. same region, type Fixed, no restrictive job/position criteria)
- This leads to a situation where multiple plans match the broader criteria even if a specific eligibility rule exists

Based on the images:
- Plan Grade8 is correctly linked to eligibility rule PNG - G8
- Restrict eligibility to selected levels is enabled and only G8 is selected
- However no strict filtering exists on Job, Position, or Compensation region in the eligibility rule
- Therefore other Grade plans also remain valid candidates
- This can happen because eligibility rules in D365 HR act as validation logic rather than strict lookup filters

3) Resolution
- Strengthen eligibility rule configuration for Plan 8 (Grade8)

Define more restrictive criteria such as:
- Job (link to Engineering Graduate or relevant job)
- Position (000516 or position type)
- Department or Compensation region (e.g. POM)
- Ensure that only Plan 8 matches the full combination of attributes

- Review all other plans (Grade13, Grade14 etc.)

Remove overlapping eligibility by:
- Limiting their job, region, or level applicability
- Setting expiration dates if they are not active
- Ensuring they do not apply to the same worker population

- Validate Job and Position setup

Confirm that the employee’s position (Engineering Graduate 1) is linked to:
- Correct Job family (Graduates)
- Correct Compensation region (POM)
- Ensure Plan 8 is the only plan matching this combination

- Check Compensation structure
- Verify that plan type (Fixed) and pay frequency are aligned only for the intended plan
- Avoid multiple plans sharing identical configuration without additional filters

- Understand system behavior
- Plan lookup is based on broad eligibility (not strict filtering)
- Eligibility rules ensure validity but do not always restrict dropdown values

- Optional improvement
- Implement a customization if strict filtering is required in the lookup
- Or create a helper view/report for HR users showing correct plan per position

- Testing

Test with:
- Different positions
- Different compensation regions
- Different eligibility rules
- Ensure only Plan 8 appears for the targeted scenario

Key takeaway
- In D365 Human Resources eligibility rules alone are not enough to control lookup filtering
- Proper control requires a combination of eligibility criteria, job/position alignment, and removal of overlapping plan configurations

For a more detailed answer, please provide more information.

Rg,

Alexander

*Due to the complex and different possibilities of deploying Dynamics 365 I highly recommend not to setup the application without some expert/partner or support. (For more information contact me under anassl@inno-solutions.info or visit www.inno-solutions.de)

*The Information comes directly from the manufacturer or provider and are validated (not guaranteed) up to date of creation of the posting.

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