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New BM Journey - 2 Previous elements

Once you enable the feature you will need to cover some previous elements that will let you advance in the new benefits management module implementation.

Worker salary

Setting the Compensation Management module is mandatory before implementing the Benefits Management one. So if you are in this stage, I recommend you review this walkthrough beautifully put together by Tom Elliott Fixed compensation translated |


Add workers compensation

Log in Dynamics 365 Human Resources > Personnel Management

Select the worker > Compensation > Fixed plan

A new tab will open with all plans assigned to the worker. If there are no plans assigned select New

A new tab will open and you can complete the information about the plan:


Add pay frequency

Another element that is needed is the pay frequency. You can upload this individually - employee by employee - or bulk. Personally, I prefer bulk, but it will depend on you and how comfortable you are with Data Management.

  • Why individually? In case you have few employees and you don´t feel comfortable with Data management.

  • Why bulk? In case you have too many mployees and you don´t want to repeat a process a hundred times.

Add pay frequency individually

Log into Dynamics 365 Human Resources > Personnel Management

Select a worker from the list, under Employment details, change, update or edit the Payment frequency.


Add bulk payment frequency

This one is a bit different and it requires patience, but believe me, it will pay off.

Log into Dynamics 365 Human Resources > System Administration

Once in the module, select Data Management

We are going to export Employment detail entity, so select Export and create a new project as shown below

There's an option in the top named Export, select it and the system will show something like this: