Step 1: What are Plan Types?

Plan types are basically a way of grouping different benefits plans together and linking them with the coverage options available.

The key when defining plan types is realize that there can only a set of system defined plan type codes for each benefit plan type.

• Medical
• Dental
• Vision
• Savings
• Flexible spending limit
• Life
• Accidental death and Dismemberment
• Other
• Long term disability
• Short term disability

Also, another key element is to select if an employee can have one enrollment per plan type or multiple enrollments per plan type.

Let’s define a Benefit plan type!

Step 1: Navigate to Benefits management workspace > Links > Plan types

Step 2: Add a new plan type and enter and details illustrated below

What are Rules and Options?

There are 2 primary capabilities related to Rules and Options. One is to create a combination of benefit plans using bundles and programs and the other is to define the benefit periods. To keep our design simple we will only focus on Periods.

Benefit periods simply help define the following:

• When is the period starting?
• When is the period ending
• When does the enrollment period start?
• When does the enrollment period end?
• Is the period open?
• What was the pervious period related to this period?

Let’s define Rules and Options!

Step 1: Navigate to Benefits management workspace > Links > Rules and Options

Step 2: Navigate to Period and add a new period

That’s it, we have completed the step 1 in design. In the next step we will look at defining coverage options and payments frequencies.

Blog posts related to this series:

• D365HR Benefits management and your company’s Benefits policy
• D365HR Benefits management: Step 1: Plan types, Rules and Options
• D365HR Benefits management: Step 2: Coverage options and Payment frequencies
• D365HR Benefits management: Step 3: Reason Codes, Rates and Deductions
• D365HR Benefits management: Step 4: Benefits parameters
• D365HR Benefits management: Step 5: Benefits plan

Want to know more about Dynamics 365 Human Resources and Power Platform… Stay tuned and connect with me.