HR Functional Series – Part 7: Benefits Management | April 7, 2022

Presenters: 

Rachel Profitt – Senior Fastrack Solutions Architect

Steven Koppens -– Senior R&D Solutions Architect

Adeel Edhi -– Senior R&D Solutions Architect

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This is a series of functional tech talks covering in depth the capabilities available in Dynamics 365 Human Resources.

Part 7: Benefits Management

• Process map for benefit plan configuration
• Key considerations for benefit management integrations
• Process map for life events
• Demo three key life event changes
• Key considerations for processing batch jobs related to benefits
• Process map for flex credit programs
• Process map for open enrollment
• Key considerations for user experience with open enrollment
• Do’s and don’ts
• Checklist for benefits plan configuration
• Checklist for flex credit plan configuration
• Checklist for benefits integrations

Download Presentation (pdf)

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HR Functional Series

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