Non-monetary benefit plan form

Release version: Australia

Updated March 12, 2026

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Summary of Non-monetary benefit plan form

The Non-monetary benefit plan form in ServiceNow allows you to create and manage benefit plans that are not directly monetary but contribute value to a demand. This form supports planning, tracking, and reporting of various non-monetary benefits linked to demands, enabling better visibility and management of intangible or value-based benefits.

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Key Features

Benefit Plan Identification: Define the benefit plan’s name, associate it automatically with a demand (work demand), and specify the sponsor responsible.
Benefit Categorization: Categorize benefits as either Hard (revenue-measured) or Soft (value-measured), with further subcategories dependent on the selection. Specify the benefit type as monetary or non-monetary.
Offset and Fiscal Periods: Control when benefits start accruing by selecting an offset type (None, Milestone, Start Date, End Date) which dynamically adjusts the benefit plan start date. Define starting and ending fiscal periods to align benefits with financial planning cycles.
Benefit Details and Tracking: Enter estimated and planned non-monetary benefits, measured in various units such as Count, Percentage, Hours, Days, or Score. For benefits that are not quantifiable, use Yes/No tracking with a “Benefits achieved” indicator.
Benefit Breakdown Management: Choose how breakdowns of benefits are created when saving the plan: None, Automatic (linear calculation with data), or Manual (empty breakdown data for manual input).
Aggregation Modes: Define how benefit values roll up from breakdowns to the overall plan using aggregation methods like Sum, Average, Most recent, Max, or Min, which affect both planned and actual benefit calculations.

Practical Use for ServiceNow Customers

This form helps ServiceNow customers effectively plan, measure, and report on non-monetary benefits tied to project demands. By categorizing benefits and linking them to fiscal periods and milestones, customers gain clarity on expected value beyond direct financial gains. The flexible measurement and aggregation options enable accurate tracking and analysis over time, supporting better decision-making and demonstrating the broader impact of initiatives.

The non-monetary benefit plan form enables you to create non-monetary benefit plans for a demand.

Table 1. Non-monetary benefit plan form
Field	Description
Name	Name of the benefit plan.
Work	Demand associated with the cost plan. This field is automatically set to the associated demand.
Sponsor	Sponsor for the demand.
Category	Type of the non-monetary benefit: Hard: Benefits measured in terms of revenue. Soft: Benefits measured in terms of value.
Sub category	Subcategories of hard and soft benefits. The selection in the Category field determines the available options in this field.
Benefit type	Type of the benefit. The available values are: Monetary benefits Non-monetary benefits
Offset type	Indicates when benefits start to accrue. If the value in the selected offset type changes, the benefit plan start date shifts accordingly. The available values are: None Milestone Start Date End Date For example, if the offset type is set to End Date and the demand due date changes, the benefit plan start date shifts accordingly.
Start fiscal period	Starting fiscal period. Populated based on values in the Offset field relative to the selected demand start date or demand end date, and the Duration in period values. The field is editable if you select None in the Offset type field. Changing the start fiscal period also updates the associated benefit breakdown values.
End fiscal period	Ending fiscal period. Changing the end fiscal period also updates the associated benefit breakdown values.
Associated benefit	Benefits associated with this benefit plan.
Description	Summary of the benefit plan.

Table 2. Non-monetary details
Field	Description
Non-monetary entered benefit	Estimated amount of the potential benefit. Changes to the planned benefit update the associated benefit breakdown values for future fiscal periods.
Measure	Type of measure for the non-monetary benefit plan. The available values are: Count Percentage Hours Days Score The Yes/No options are used to track the benefits that aren't quantifiable. When this option is selected, the only field available is Benefits achieved. You can select the Benefits achieved check box to indicate that the benefits have been achieved.
Benefits achieved	Indicates whether the benefit is achieved.
Non-monetary planned benefit	Estimated value of the potential benefit. Changes to the planned benefit update the associated benefit breakdown values for future fiscal periods only.
Breakdown type	Type of breakdown creation when you save the benefit plan. The available values are: 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.
Non-monetary actual benefit	Actual benefit value rolled up from the actual benefit in the benefit breakdown.
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. The available values are: 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 breakdowns.