Enrolled workers (form)

Article
05/05/2014

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 > Benefits > Benefits. Select a benefit, and then select Enrolled workers.

Use this form to view a list of enrolled workers and enrollment dates for a specific benefit. You can also export the list to Microsoft Excel for further analysis.

Tasks that use this form

Enroll and remove benefits for workers

Enroll multiple workers in a benefit at the same time

Navigating the form

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

Filter

Filter	Description
Current records	Click the Advanced options icon above the list to display the following options: Display the records as of – Enter a date, and then click Apply to view all of the workers that were enrolled or will be enrolled on the date entered. Display all records – Select this check box, and then click Apply to view all expired and currently enrolled workers, and also workers who will be enrolled in this benefit in the future. Note These options are only available if you are viewing only currently enrolled workers.

Current records

Click the Advanced options icon above the list to display the following options:

Display the records as of – Enter a date, and then click Apply to view all of the workers that were enrolled or will be enrolled on the date entered.
Display all records – Select this check box, and then click Apply to view all expired and currently enrolled workers, and also workers who will be enrolled in this benefit in the future.

Note

These options are only available if you are viewing only currently enrolled workers.

Buttons

Button	Description
Mass benefit enrollment	Open the Mass benefit enrollment form, where you can enroll multiple workers in the selected benefit.
Export to Microsoft Excel	Export all of the records to a new spreadsheet in Excel.
Display current	Select Display current to view only workers that are currently enrolled in this benefit. Note This button is only available if you are currently viewing all expired, active, and future enrolled workers, or workers that are enrolled in this benefit on a specified date.

Fields

Field	Description
Name	The name of the worker enrolled in the benefit.
Enrollment start	The first day that this benefit is available to the worker.
Enrollment end	The last day that this benefit is available to the worker.
Worker type	The type of employment, such as employee or contractor.