Non-monetary benefit plan form

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Non-monetary benefit plan form

    The Non-monetary benefit plan form in ServiceNow enables customers to create and manage both monetary and non-monetary benefit plans linked to specific demands. This form helps organizations track and quantify benefits related to projects or demands, categorizing them by type and measuring their impact over fiscal periods.

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    Key Features

    • Benefit Plan Identification: Includes fields such as Name, Work Demand, and Sponsor to define the plan and its association.
    • Benefit Categorization: Differentiates benefits as Hard (revenue-based) or Soft (value-based), with subcategories dependent on the selected category.
    • Benefit Type: Allows specification of benefits as monetary or non-monetary.
    • Offset Type and Fiscal Periods: Controls when benefits start realizing, dynamically adjusting start and end fiscal periods based on demand or project dates and offset selections.
    • Associated Benefit and Description: Links related benefits and provides descriptive context for the plan.

    Non-monetary Details Section

    • Benefit Estimation and Planning: Fields for estimated (entered) and planned non-monetary benefits, with changes updating future fiscal period breakdown values.
    • Measurement Types: Supports various units including Count, Percentage, Hours, Days, Score, and a Yes/No option for non-quantifiable benefits, allowing users to mark benefits as achieved.
    • Breakdown Types: Options for no breakdown, automatic linear breakdown creation with data, or manual breakdown creation without initial data.
    • Aggregation Modes: Defines how actual benefit values roll up from breakdowns to the overall benefit plan, with modes including Sum, Average, Most Recent, Max, and Min.

    Practical Benefits for ServiceNow Customers

    This form empowers customers to accurately plan, measure, and track non-monetary benefits alongside monetary ones within their demand management processes. By configuring offsets and fiscal periods, customers can align benefit realization with project timelines. The flexible measurement and aggregation options support diverse benefit types and reporting needs, enhancing visibility into the value delivered by initiatives.

    The benefit plan form information is used to create monetary and non-monetary benefit plans for a demand.

    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 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: monetary or non-monetary.
    Offset type Indicates when the benefits start realizing. 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 align with the new due date.
    Start fiscal period Starting fiscal period. Populated based on values in the Offset field relative to the selected Project or Demand start date or Project or Demand end date, and the Duration in period 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 Benefits associated with this benefit plan.
    Description Description of the benefit plan.
    Table 2. Non-monetary Details section
    Field Description
    Non-monetary entered benefit Estimated amount of the potential benefit.

    Any change in the planned benefit on the benefit plan updates the associated benefit breakdown values for future fiscal periods.
    Measure Type of measure for the non-monetary benefit plan. The measure types are Count, Percentage, Hours, Days, and 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 achievedcheck box to indicate that the benefits have been achieved.
    Benefits achieved Option to indicate if the benefit is achieved.
    Non-monetary planned 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.
    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.
    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.
    • 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.