Non-monetary Benefit Plan form

  • Release version: Zurich
  • Updated March 12, 2026
  • 3 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Non-monetary Benefit Plan form

    The Non-monetary Benefit Plan form in ServiceNow enables customers to specify and manage potential non-financial benefits related to a demand or work effort. This form helps capture benefits that do not directly reflect monetary value but contribute significant value, categorized as hard or soft benefits. Using this form, customers can align benefits with demand schedules, track progress, and analyze benefit realization over time.

    Show full answer Show less

    Key Features

    • Benefit Plan Fields: Define attributes such as the benefit plan name, associated work demand, sponsor, benefit category (hard or soft), subcategory, and type (non-monetary benefits).
    • Offset and Timing Management: The Offset type field controls when benefits start relative to the demand’s start or end dates, allowing dynamic adjustment of the benefit plan start date if demand dates shift. The Offset value specifies periods before or after the selected offset type. Duration in periods sets how long the benefit plan runs.
    • Fiscal Period Control: Start and end fiscal periods are calculated based on offset and duration and can be manually edited when no offset type is selected. Changes affect associated benefit breakdown values, ensuring consistent tracking.
    • Associated Monetary Benefit: Links non-monetary benefits to any related monetary benefits to provide comprehensive benefit tracking.
    • Detailed Non-monetary Benefit Tracking: Measure types include count, percentage, hours, days, score, and a Yes/No option for unquantifiable benefits, with fields to enter estimated, planned, and actual benefit values.
    • Benefit Breakdown Management: Supports automatic or manual creation of benefit breakdown records, with options for no breakdowns. Breakdown aggregation modes (sum, average, most recent, max, min) determine how breakdown data rolls up to the overall benefit plan.

    Practical Implications for ServiceNow Customers

    This form equips ServiceNow customers with a structured approach to capture and monitor non-monetary benefits linked to their demands or projects. By defining benefit timing linked to demand schedules, customers ensure benefit realization aligns with project milestones. Detailed measurement and breakdown options enable tracking progress, assessing value delivered beyond financial metrics, and supporting value-based decision-making.

    Customers can expect improved visibility into the full spectrum of benefits from their initiatives, including those that are qualitative or intangible, helping justify investments and optimize demand management outcomes.

    Use the Non-monetary Benefit Plan form to specify the potential non-financial benefits accrued by the demand, when it's executed.

    Table 1. Benefit Plan form
    Field Description
    Name Descriptive name of the benefit plan.
    Work Demand number to which the benefit plan belongs.
    Sponsor Sponsor for the demand.
    Category Type of benefit:
    • Hard: Benefits that can be measured in terms of revenue.
    • Soft: Benefits that are measured in terms of value.
    Sub category Subcategories of hard and soft benefits.

    The selection in the Category field determines the selections available in this field.
    Benefit type Type of benefit. Select Non-monetary benefits.
    Offset type Field to indicate when the benefits start to be realized.

    If the value in the selected offset type changes, the benefit plan start date shifts accordingly. For example, if the offset type is set to End Date and the demand due date changes, the benefit plan start date shifts to match.
    Work start date Start date of the demand. This field appears only when Start Date is selected from the Offset type field.
    Work end date End date of the demand. This field appears only when End Date is selected from the Offset type field.
    Offset Number of periods before or after the offset type when the benefit plan starts. For example, if the offset type is set to End Date and the offset is -2, the benefit plan is two periods before the demand end date. If the demand end date shifts, the benefit plan start date shifts to two periods before the new demand due date.
    Duration in periods The length, in periods, of the benefit plan.
    Start fiscal period Starting fiscal period. Populated based on the value in the Offset field relative to the selected Project/Demand start date or Project/Demand end date, and the Duration in periods field values.

    The field is editable if you select None in the Offset type field.

    When you change the start fiscal period, the associated benefit breakdown values also change.
    End fiscal period Ending fiscal period.

    When you change the end fiscal period, the associated benefit breakdown values also change.
    Associated benefit Monetary benefit that is associated with this non-monetary benefit plan.
    Description Description of the non-monetary benefit plan.
    Table 2. Non-monetary Details section of the Benefit Plan form
    Field Description
    Measure Type of measure for the non-monetary benefit plan. The measure types are Count, Percentage, Hours, Days, and Score.

    Select the option Yes/No to track the benefits that aren’t quantifiable. When this option is selected, the only field available is Benefits achieved. You can select the check box to indicate that the benefits have been achieved.
    Non-monetary entered benefit

    Estimated value of the potential benefit.

    Any change in the planned benefit on the benefit plan updates the associated benefit breakdown values for future fiscal periods only.
    Non-monetary planned benefit Benefit value that is rolled up from the benefit breakdown.
    Benefits achieved Option to indicate if the benefit is achieved.
    Breakdown type Type of breakdown creation when you save the benefit plan.
    • None: No breakdowns are created.
    • Automatic: A Non-monetary Benefit Plan Breakdown record is created automatically with data. The breakdown is calculated linearly.
    • Manual: A Non-monetary Benefit Plan Breakdown record is created automatically but without data in the entered benefit column.
    Aggregation mode Determines how the roll-up happens from breakdowns to the benefit plan and updates the values in the Non-monetary planned benefit and Non-monetary actual benefit fields.
    • Sum: Aggregates data from all breakdowns.
    • Average: Average value from all breakdowns.
    • Most recent: Recent breakdown value.
    • Max: Maximum value among the breakdowns.
    • Min: Minimum value among the breakdown
    Non-monetary actual benefit Actual benefit value that is rolled up from the actual benefit in the non-monetary benefit plan breakdown.