Mass benefit enrollment (form)

  • Article

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Human resources > Common > Workers > Workers. In the Personnel actions group, select Mass benefit enrollment.

Use this form to enroll multiple workers in a benefit at the same time.

Note

If Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed, most benefits require you to determine whether workers are eligible for the benefit before you can enroll them. Some benefits may bypass eligibility processing. You may enroll workers in those benefits at any time. For more information, see Key tasks: Determine benefit eligibility.

Tasks that use this form

Enroll multiple workers in a benefit at the same time

The following tables provide descriptions for the controls in this form.

Buttons

Button

Description

Add

Add a worker to the list.

Remove

Remove a selected worker from the list.

Enroll

Enroll the selected workers in the benefit.

Fields

Field

Description

Benefit

Select the plan and option combination to enroll the workers in, if different from the current selection.

Benefit effective date

The effective date of the selected benefit. This control cannot be modified in this form. For more information, see Setting up benefit information.

Benefit expiration date

The expiration date of the selected benefit. This control cannot be modified in this form. For more information, see Setting up benefit information.

Worker enrollment start date

Worker enrollment end date

The first and last day that the benefit is available to the workers that you selected.

Note

This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Coverage start date

Coverage end date

The first and last day that the benefit is available to the workers that you selected.

Note

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Name

The name of a worker.

Personnel number

The personnel number of a worker.

Status

The current state of the benefit enrollment status:

  • Enrolled – The worker is enrolled in this benefit. This is also indicated by a green quarter circle next to the worker name.

  • Not enrolled – The worker is not enrolled in the benefit or is already enrolled. This is also indicated by a red circle with an “X” next to the worker name.

Note

This field is displayed after the enrollment process is complete.

Status detail

If a worker was not enrolled in the benefit, a brief explanation is provided.

Note

This field is displayed after the enrollment process is complete.

See also

Benefits (list page)

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).