title | TOCTitle | ms:assetid | ms:mtpsurl | ms:contentKeyID | author | ms.date | mtps_version | f1_keywords | audience | ms.search.region | ||||||||
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Enroll multiple workers in a benefit at the same time |
Enroll multiple workers in a benefit at the same time |
c2768749-3a9b-4cdf-a4b4-e5393334b681 |
36059280 |
tonyafehr |
11/14/2014 |
v=AX.60 |
|
Application User |
Global |
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Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
You can select multiple workers and enroll them in a benefit at the same time.
Note
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The benefit plan must be set up before you can enroll workers in it. For more information, see Set up benefits.
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If Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed, the worker’s eligibility for a benefit must be determined before you can enroll the worker. For more information, see Key tasks: Determine benefit eligibility.
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If the Payroll - USA configuration key is selected, many benefits affect payroll calculations. They require deductions and contributions to be determined for each worker who is enrolled in the benefit. After you enroll a worker in a benefit that affects payroll calculations, see Worker and position payroll tasks to set up payroll information for the worker.
To enroll a worker in a garnishment or tax levy, see Garnishment and tax levy enrollment tasks.
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Click Human resources > Common > Workers > Workers.
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Select the workers to enroll in the new benefit.
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In the Personnel actions group, select Mass benefit enrollment.
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In the Benefit field, select the plan and option.
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If you are using a version that was released before Microsoft Dynamics AX 2012 R2, do the following:
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In the Worker enrollment start date field, enter the first day that the benefit is available to the workers that you selected.
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In the Worker enrollment end date field, enter the last day that the benefit is available to the workers that you selected.
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If you are using Microsoft Dynamics AX 2012 R2 or AX 2012 R3, do the following:
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In the Coverage start date field, enter the first day that the benefit is available to the workers that you selected.
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In the Coverage end date field, enter the last day that the benefit is available to the workers that you selected.
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Click Enroll.