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Manage benefit expiration dates

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Applies to these Dynamics 365 apps:
Human Resources

This procedure shows how benefits can expire or be extended, and manage the enrollment dates of workers. The demo data company used to create this procedure is USMF.

Benefit expiration dates

  1. Go to Human resources > Benefits > Benefits.
  2. Expand the Enrolled workers FactBox.
  3. In the list, find and select the desired record.
  4. On the Action Pane, click Benefit.
  5. Click Expire or extend benefits.
  6. In the New benefit expiration date field, enter a date and time.
  7. Click Expire.
  8. On the Action Pane, click Benefit.
  9. Click Benefit expiration and extension results.
  10. In the list, mark the selected row.
  11. In the list, click the Workers affected link.
  12. In the list, find and select the desired record.
  13. Click to follow the link in the Personnel number field.
  14. Expand the Personal information section.
  15. Click Benefits.
  16. In the list, find the benefit and select the record. Note the new coverage end date.