Create FetchXML Data Query for Eligibility Rules

Objective

The objective of this page is to enable HR Managers to create FetchXML Data Queries that enable the process for establishing employee benefit eligibility.
The FetchXML Data Query is used to determine which employees are eligible for the benefits they define the eligibility form and, therefore, are the key component in the eligibility process.

This page explains how to create a FetchXML Data Query. As an example, we will create a FetchXML Data Query for the Eligibility Rule 'All employees above the age of 21'.

Process

HR Manager

Creates Eligibility Rule

HR Manager

Creates FetchXML Data Query and enters in to Eligibility Rule record

Prerequisites

Eligibility Rule should be created

Click Through

Careful: This tutorial can only be used by accessing the old Advanced Settings that are going to be deprecated by Microsoft. As long as the old Advanced Settings can still be accessed, this tutorial remains available.
Please note that you can only allow access the old Advanced Settings with System Admin credentials.

To allow access to the old advanced settings, follow these steps:

Start in the Power Platform Admin Center
Click on Environments
Select the correct Environment
Click on Settings in the top ribbon
Click on Product and then on Features
Scroll down to Environment settings behavior and switch off Advanced Settings Redirection
Click on Save
Give it some time to update!

After the old Advanced Settings have been activated, you can get the FetchXML data query as follows:

Start in HR HUB
Click on the gear icon in the top right
Select Advanced Settings
Go to Advanced Find (filter icon, top right in ribbon)
- A separate window will open for 'Advanced Find'
Using Look For drop down menu, select what you would like to set at the core of your rule
- e.g. Employees
Using Select drop down menu below Look For, select the field needed for your Eligibility Rule
- e.g. Birthday
Next field displaying On change to required function
- e.g. Older than 'X' years
Enter Text to set criteria
- e.g. 21 - this will display employees with an age of at least 21 (+ 1 day)
Select Results in ribbon to confirm the process displays the results as required
Continue process if further detail is necessary
When all needed details are entered, select Download FetchXML
Enter the downloaded record
Copy the FetchXML data and enter in to the field Data Query inside the Eligibility Rule
Save the Eligibility Rule
Repeat those steps until all your Eligibility Rules have FetchXML data entered into them

Hint

FetchXMLs are specific to each rule and should be considered for requirement and purpose for each separate entry.
Eligibility Rules should be created, or defined in order to accurately create a FetchXML Data Query that is fit for purpose.
To switch back to the new Advanced Settings, reactivate Advanced Settings Redirection via the Admin Center as described above.

Result

Once the process is complete, there will be a FetchXML which is used by the system to check eligibility against the employee records to determine which employees are eligible for which benefits and in turn offer these to the employee in their Employee Self-Service Benefit Enrollment area.