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 is designed to help customers create and manage both monetary and non-monetary benefit plans linked to work demands. This form captures detailed information to define, track, and calculate benefits associated with projects or demands, enabling better planning and reporting of value realized from initiatives.

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Key Features

Benefit Plan Identification: Fields such as Name, Work Demand number, and Sponsor allow clear association of the benefit plan to specific demands and stakeholders.
Benefit Categorization: Benefits are classified into Hard (revenue-based) and Soft (value-based) categories, with subcategories adjusted based on the selected category. Users can specify if the benefit is monetary or non-monetary.
Timing and Periods: The Offset type field controls when benefits begin to realize, automatically adjusting the plan's start date relative to project or demand dates. Start and end fiscal periods are dynamically populated and editable, impacting the associated benefit breakdown values.
Benefit Details and Description: Users can associate specific benefits and provide descriptive details for clarity and documentation.
Non-monetary Details Section: Captures estimated and planned values for potential benefits, measured in various units such as Count, Percentage, Hours, Days, Score, or simple Yes/No for non-quantifiable benefits.
Benefits Achieved Tracking: Allows marking whether non-monetary benefits have been realized, supporting progress tracking.
Breakdown Type Options: Determines how benefit breakdown records are created and populated—automatically with linear calculations, manually without initial data, or none to skip breakdown creation.
Aggregation Modes: Defines how data rolls up from breakdowns to the main benefit plan, offering Sum, Average, Most recent, Max, and Min options to tailor reporting to customer needs.

Practical Application for ServiceNow Customers

By leveraging this form, customers can systematically document and monitor non-monetary benefits alongside monetary ones, ensuring comprehensive visibility into the value generated by demands. The dynamic date and breakdown management features facilitate accurate forecasting and adjustment of benefit realization timelines. Tracking benefit achievement status and using customizable aggregation supports informed decision-making and performance evaluation across projects.

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.