Process life events

Applies to these Dynamics 365 apps:
Human Resources

During the employee lifecycle in Microsoft Dynamics 365 Human Resources, each employee might encounter various life event changes. For example, marriage, change in employment, or dependent or beneficiary change. To use life events, you must enable life events on the Benefits parameters page, set up life event types, and set up life event options for plan types.

Before you can process life events, you must run open enrollment at least once during a hiring time frame. In the United States, open enrollment typically occurs once per year. Outside the United States, open enrollment might occur at the time of hire. A worker doesn't need to select a benefit plan for life events to be processed, but they need to be included in open enrollment processing.

Use life event processing when you have workers who have life events that take place on a future date. This event processes all life events that aren't processed, like future life events, or life events that you add that aren't specific to any one worker. One example is a new benefit. Real-time life events are hidden.

For example, if today is February 1, and on February 14 worker Joe Smith is scheduled to change legal entities, if you run life event processing for February 15, the system processes all events up until February 15.

1. In the Benefits management workspace, under Processing, select Life event processing.

2. In the Run life event process dialog box, specify values for the following fields:

   Field	Description
   Enrollment period	The enrollment period to process life events for.
   Legal entity	The legal entity to process life events for.
   Life event date	The system processes all events during the enrollment period that occur up until this date.
   Worker	The worker to process life events for. If you leave this field blank, the system processes life events for all workers.

3. If you want to run the process in the background, select Run in the background and complete the following tasks:

   1. Enter information for the process.
   2. To set up a recurring job, select Recurrence, enter the recurrence information, and then select OK.
   3. To set up a job alert, select Alerts, select the alerts to receive, and then select OK.
   4. Select OK. The process runs with the parameters you set.

4. Select OK.