Enroll and remove benefits for workers
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
You can enroll and remove workers from benefit plans and specify the dates when a worker is eligible for benefits. You can also maintain dependent coverage and beneficiary designations for benefits that a worker is enrolled in.
Note
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The benefit plan must be set up before you can enroll workers in it.
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If Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed, the worker’s eligibility for a benefit must be determined before you can enroll the worker. For more information, see Key tasks: Determine benefit eligibility.
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If the Payroll - USA configuration key is selected, many benefits affect payroll calculations. These benefits require that deductions and contributions be set up for each worker who is enrolled in the benefit. After you enroll a worker in a benefit that affects payroll calculations, see Worker and position payroll tasks for information about how to set up payroll information for the worker.
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To enroll a worker in a garnishment or tax levy, see Garnishment and tax levy enrollment tasks.
Enroll a worker in benefits
Click Human resources > Common > Workers > Workers.
Select a worker, and then click Personal information.
Click Benefits.
Click Add.
Select the benefit.
Note
After you select a benefit plan and option, the benefit type that is associated with the plan appears in the Type field.
Depending on the version that you are using, do one of the following:
In versions prior to Microsoft Dynamics AX 2012 R2, in the Enrollment start and Enrollment end fields, enter the first and last date that the benefit is available to the worker.
In Microsoft Dynamics AX 2012 R2 or AX 2012 R3, in the Coverage start date and Coverage end date fields, enter the first and last date that the benefit is available to the worker.
Note
The default starting date is either the current date or the effective date of the selected benefit, whichever is later. The default ending date is the expiration date of the benefit option.
To add a dependent:
In the Dependents area, select the dependent, and then click Edit.
Select the Covered check box to indicate that the dependent is covered by the benefit plan, and then click OK.
Note
Only one spouse or domestic partner can be covered as a dependent under a benefit plan.
For more information about how to add dependents, see Maintain information for dependents and beneficiaries.
To add a beneficiary:
In the Beneficiaries area, select the beneficiary, and then click Edit. For more information about how to add beneficiaries, see Maintain information for dependents and beneficiaries.
In the Designated column, select either Primary or Contingent.
Type the percentage of the benefit to designate to the beneficiary. All primary designations and contingent designations must equal 100 percent. For example, a single primary designation would be set to 100 percent, and a contingent designation that is divided equally among three beneficiaries would have the following values: 33.33%, 33.33%, and 33.34%.
Click OK.
Optional: To view or change the effective dates for a benefit, select the benefit, and then click Maintain versions.
Remove beneficiaries or dependents from a benefit that is assigned to a worker
Click Human resources > Common > Workers > Workers.
Select a worker, click Personal information, and then click Benefits.
Select the benefit to remove the dependent or beneficiary from.
In the Dependents or Beneficiaries area, click Edit.
To remove a dependent, clear the Covered check box next to the dependent. To remove a beneficiary, select the Not designated check box next to the beneficiary.
Click OK.