Learning Center
Benefit Management
1. Benefit Management: Introduction to Module
Introduction to the key terminology used in HR for Dynamics Benefit Management.
2. Benefit Creation, Rollout, and Enrollment Guide
Overview of how the complete process of Benefit Management works in HR for Dynamics.
3. Create Eligibility Rules
Set up rules which carry the eligibility information applied to a benefit.
4. Create Benefit Plans
Create a Benefit Plan to categorize Benefit offerings for employee enrollment.
5. Create Benefits
Create a Benefit as a complete offering for employees.
6. Benefit Rollout Center
Guide on how to use the Benefit Rollout Center.
7. Self-Service Employee Benefit Enrollment
Employee Benefit Enrollment for managers, supervisors, and employees to interact with their benefit offerings.
8. HR Manager/Supervisor: Benefit Enrollment For Employee
How HR Managers can enroll employees on to benefits on their behalf if required.
9. HR Manager: Benefit Enrollment Approval
Tutorial how HR Managers can review and approve the benefit enrollments.
10. Work with the Benefit Broker Portal
How to set up and work with the Benefit Broker Portal for easy Benefit Management.