Configure personal contact eligibility options

Important

The functionality noted in this article is currently available for customers on the stand-alone Dynamics 365 Human Resources. Some or all of the functionality will be available as part of a future release on the Finance infrastructure after Finance release 10.0.25.

Applies to these Dynamics 365 apps:
Human Resources

This article explains how to configure the types of personal contacts that can be used in benefits in Microsoft Dynamics 365 Human Resources. Personal contacts are the individuals who will be covered under your plans (dependents) or who will benefit from your plans (beneficiaries). Dependents are typically spouses or children. Beneficiaries can be spouses, children, trusts, or parents.

1. In the Benefits management workspace, under Setup, select Personal contact eligibility options.

2. Select New.

3. Specify values for the following fields:

   Field	Description
   Eligibility option	A unique eligibility option name or code to identify the eligibility option.
   Description	A brief description of the eligibility option.
   Contact eligibility code	The system code that best describes the personal eligibility option. You can choose from: Relationship Student Overage dependent Over-aged disabled dependent
   Status	The status of the eligibility option. If the status for an eligibility option is set to inactive, then you can't select that personal contact eligibility option for personal contacts.
   Relationship	Specifies the relationship between the personal contact and the employee. This field is only active if the contact eligibility code is set to Relationship.
   Age	The maximum age of an eligible personal contact for the benefit plan. This field is only active if you select a relationship. This age is compared with the calculated age of the personal contact. Calculated age is: (Coverage date – personal contact birth date / 365). This number is always an integer.

4. Select Save.