Set up the Benefit Broker Portal

Objective

There may be a requirement for an organization to outsource the provision of Benefits for employees to an external provider, this may be due to a more extensive catalogue of benefits that the broker is set up to provide as its primary role. HR for Dynamics has a user friendly Benefit Broker Portal available for external organizations to submit benefit offerings, seamlessly, to HR Managers without extra licenses or having to access the HR for Dynamics solution.

Click Through

Hint

  • Once the URL has been chosen, ensure that this is saved for use.
  • After Sync is selected, the Broker Portal is ready for use.

Result

Once the Benefit Broker Portal has been set up, HR Managers will be able to create and send Invitations to users.
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