Enroll employees in compensation plans
You can now assign an employee to one or more compensation plans in Dynamics 365 Human Resources. The Compensation plans field for an employee record shows only the plans that an employee is eligible for under the eligibility rules that were set up for each plan. If eligibility rules aren't set up for a plan, no employees will be eligible for that plan.
The system verifies that the compensation amount that is specified for a compensation plan of the Grade or Band type is within the minimum and maximum reference points for the given compensation level on the employee's job. If the compensation amount is outside the allowed range, a warning or error message will display, depending on the tolerance level that is set on the compensation plan.
Enroll an employee in a fixed compensation plan
Compensation and benefits managers can assign employees to fixed compensation plans to manage their base pay.
Go to Human resources > Workers > Employees.
Select the employee you wish to assign a compensation plan to in the list.
In the Compensation tab on the Action pane, select Fixed plan.
The Employee fixed compensation page will open.
To assign a new plan, select New in the Action pane.
In the Action field, select a fixed compensation action of type Hire or Rehire to describe the change in the employee's compensation.
In the Plan field, select the fixed compensation plan for the employee. The Plan lookup is filtered to show only the plans that the employee is eligible for based on the eligibility rules.
Select a position value in the Position field, and then select a level for the Level field.
Adjust Effective date and Expiration date as needed, and then adjust the values in other fields as necessary.
Select Save.
Enroll an employee in a variable compensation plan
Compensation and benefits managers can enroll employees in variable compensation plans to calculate cash and non-cash awards for employees.
Go to Human resources > Workers > Employees.
Select the employee you wish to assign a compensation plan to in the list.
In the Compensation tab on the Action pane, select Variable plan enrollment.
Select New.
In the Plan field, select the variable compensation plan for the employee. The Plan lookup is filtered to show only the plans that the employee is eligible for based on the eligibility rules.
Enter values for Effective date, Expiration date, and Status.
Select Save.
