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
- Download the Benefit Broker Portal Addon from the HR for Dynamics Customer Portal
- Using the Admin account, open https://make.powerapps.com/, select Solutions, Import Solution, and Import Benefit Broker Portal Add-On Solution (Screenshot)
- Navigate to https://make.powerpages.microsoft.com/
- Select Inactive Sites (Screenshot)
- Under Broker Portal - hr-broker-portal select Reactivate
- Click on Reactivate and add your custom URL
- Edit the Active Site now
- Navigate to Set up, Site Visibility, and select 'Public' under 'This site is'
- Select Sync in the top right corner
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.