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Benefits management user guide for setup

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Posted on by Kinga Zablocka

Hello there,

Does anyone know if there is a SIMPLE user guide on how to setup benefits in D365 HR?

I have a requirement from my PO to setup benefits so that we can track who is on which benefit and the cost associated(super simple requirement, I thought).

The new Benefit Management feature is complicated enough to confuse a newbie like me.

I appreciate any help!

Thank you

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Parag Chapre 12,254 Most Valuable Professional on at

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RE: Benefits management user guide for setup

Hi Kinga,

You can refer to Kamal blog post and In addition, Please check MS docs. Here is the step by step process for the benefits process.

This will be an idea to activate features first and then use the functionality.

Manage benefits

Preview feature: Benefits management
Define and manage a benefits program
Benefit eligibility policies
Benefit eligibility process
Define benefit eligibility rules and policies
Deliver an employee benefits program
Create new benefits
Enroll workers in benefits
Manage benefit expiration dates
Generate ACA reports

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KRad 157 on at

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RE: Benefits management user guide for setup

Hi Kinga,

Please have a look at my blog post related to the latest benefits management capability: https://nocodehr.com/bc10-d365hr-benefits-management/

Hope this helps.

Want to stay up to date on the latest about Dynamics 365 Human Resources - subscribe to my blog: www.nocodehr.com

Please mark as verified if it answers your question

Thanks,
Kamal Radhakrishnaiah | Lead Consultant
Connect with me:

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