Non-monetary Benefit Plan form

  • Release version: Australia
  • Updated March 12, 2026
  • 3 minutes to read
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    Summary of Non-monetary Benefit Plan form

    The Non-monetary Benefit Plan form enables ServiceNow customers to specify and track potential non-financial benefits associated with a demand. This form helps quantify and manage benefits that are not directly measured in monetary terms but still add value to projects or demands.

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    Key Features

    • Benefit Plan Details: Define the benefit plan’s name, associated work demand, sponsor, and categorize benefits as either hard (revenue-measurable) or soft (value-based), including relevant subcategories and benefit types.
    • Offset and Timing Configuration: Set when benefits begin relative to demand start or end dates using offset type and offset number. This ensures the benefit plan start date adjusts dynamically with changes in demand dates.
    • Duration and Fiscal Periods: Specify the length of the benefit plan and define the start and end fiscal periods, which affect the associated benefit breakdown values.
    • Associated Monetary Benefit: Link a monetary benefit to the non-monetary plan for comprehensive benefit tracking.
    • Non-monetary Details Section: Capture measurement type (Count, Percentage, Hours, Days, Score, or Yes/No), estimate and planned benefit values, and track actual achieved benefits.
    • Breakdown Management: Choose how benefit breakdowns are created and aggregated—options include none, automatic (linear calculation), or manual entry—with aggregation modes like sum, average, most recent, max, or min to roll up values effectively.

    Practical Outcomes

    • Enable comprehensive tracking and management of non-financial benefits associated with demands, complementing monetary benefit plans.
    • Automatically adjust benefit timelines based on demand schedule changes, ensuring accurate and timely benefit realization.
    • Provide flexible measurement options to quantify benefits even when they are qualitative or binary (Yes/No).
    • Support detailed benefit breakdowns and aggregation for precise monitoring and reporting of actual versus planned benefits over fiscal periods.

    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.