New BM Journey - 4 All about config

Well done getting here, this is where the stuff gets interesting and we are able to start setting up our configuration elements on the Benefits Management module within Dynamics 365 Human Resources. This is going to be kind of the core article, as we need to set a lot of elements, but no worries, I'm here to help you :)


For all the elements we will config now, you will need to log into Dynamics 365 Human Resources > Benefits Management > Links. All items to be configured are listed below Setup as shown below.


Elements below are the once we are going to configure now, you can expand or collapse the sections as required:

Periods

Periods are pretty simple to configure, you can just add the periods you need for your benefits to be covered. As you can see in the image below, I already configured 3 different periods, but you can add as many as you want. Pro tip: think about the future, what's in the past, is left to the past - unless you necessary need to track something from previous periods, I highly recommend you moving forward.



Eligibility rules

Personal contact eligibility options

Coverage options

Plan types

Employee self-service parameters


 

Awesome, now that all mandatory elements are configured, we can move forward into the benefit plan creation. Let's go ahead!


⏮️ Previous stop: New BM Journey - 3 Parameters and shared parameters

⏭️ Next stop: New BM Journey - 5 Benefits plans (anainesurrutia.com)


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