Process enrollment eligibility

Applies to these Dynamics 365 apps:
Human Resources

This article explains how to run the enrollment eligibility process.

1. In the Benefits management workspace, under Processing, select Enrollment eligibility processing.

2. In the Run benefit enrollment eligibility process dialog, specify values for the following fields:

   Field	Description
   Enrollment period	The enrollment period to process enrollment eligibility for.
   Legal entity	The legal entity to process enrollment eligibility for.
   Worker	The worker to process enrollment eligibility for. If you leave this field blank, enrollment eligibility is processed for all workers.
   Benefit plan	The benefit plan to process enrollment eligibility for.
   From	The date from which records are included in the processing. This date is based on the employee's start date.
   To	The date until which records are included in the processing. This date is based on the employee's start date.

3. If you want to run the process in the background, select Run in the background and do the following tasks:

   1. Enter information for the process.
   2. To set up a recurring job, select Recurrence, enter the recurrence information, and the select OK.
   3. To set up a job alert, select Alerts, select the alerts to receive, and then select OK.
   4. Select OK. The process runs with the parameters you set.

4. Select OK.

View Process Results

This article explains how to view eligibility process results.

1. In the Benefits management workspace, under Processing, select Process results.

2. In the Process results page, the following fields are specified:

   Field	Description
   Process ID	The unique ID for the combination of Worker, Legal entity, and process run.
   Process type	This field identifies the process that was run. For example: Enrollment.
   Time stamp	The time that the eligibility process was run.
   Legal entity	The legal entity specified during the enrollment process.
   Worker	The worker who was processed.
   Plan	The Benefit plan that enrollment was attempted for.
   Eligibility rule	The eligibility rule that was processed. If an error was encountered before eligibility was run, this field is blank. For example: If compensation wasn't defined for a worker, the eligibility process doesn't run, and this field remains blank.
   Result status	The possible values are Eligible and Ineligible. The result status is Ineligible if the worker didn't meet the eligibility rule criteria, if the worker is missing required information such as a pay frequency or fixed compensation, or if there is information missing on the benefit plan that prevents workers from being enrolled.
   Result message	Indicates why a worker is ineligible for a benefit plan or if the eligibility rule passed.

Clean up benefits eligibility process results (preview)

In Dynamics 365 Human Resources, you can now clean up old benefits eligibility process results to help maintain system performance.

Over time, the benefits eligibility process result table can become large and cause database time-outs. HR administrators can use this new feature to delete old records, based on a specified retention period.

Before you can use this feature, the Benefits management feature must be enabled.

You can access the Clean up benefits eligibility process results feature from the following places:

• Human Resources > Benefits management > Processing > Clean up benefits eligibility process results
• Benefits management > Processing > Clean up benefits eligibility process results
• Workspaces > Benefits management > Links > Processing

When you run the cleanup, consider the following information:

• Enter the maximum age (in days). Records that are older than the maximum age are deleted.
• You can run the cleanup immediately or schedule it as a batch job.

The cleanup is specific to the legal entity.