BenSelect:Admin:Plan:Life Events
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Revision as of 21:44, 11 February 2025 by Shannon Krakosky (talk | contribs) (→Life Events Tab - Elements)
Life Events Tab
The Life Events tab lets you specify the enrollment actions taken on certain life events during the enrollment process.
For each Life Event identified, set the number of days after the event to allow enrollment in the selected benefit plan. For non-qualifying events, leave the corresponding field blank.
Click the Section125 button to automatically set options for those benefit plans which qualify under Section 125 of the Internal Revenue Tax Code.
Life Events Tab - Elements
The following table lists the element name and provides a description.
- Life Events
- You can select a life event against which you will set enrollment options. Life events include:
- Change of Address, phone, or email
- Adoption of child
- Beneficiary Change
- Birth of child
- Coverage change
- Custom field change
- Death of dependent
- Death of spouse
- Dependent reaches age limit
- Dependent dropped
- Divorce
- Add dependent (divorce)
- Job Class change
- Leave of Absence
- Legal separation
- Marriage
- Add dependent (marriage)
- Name change
- Number of working hours change
- Pay group change
- Regained dependent status
- Rehire
- Retirement
- Return from leave
- Return from retirement
- Salary change
- Spouse changed employment status
- Terminated employment
- Transferred to a new location
- Allow Enrollment for xx days
- Set the number of days, in which an employee is allowed to enroll in the plan, after the event date. For life events that need no qualifying specification, leave the field blank or enter 0. Note that the maximum number that can be entered is 255.
- Recalculate
- Select if you want to keep the same benefit and tier, but recalculate the benefit amount and cost.
- Enrollment options
- Select the specific action to take for each life event.
- Coverage ends day of event
- Make any coverage changes effective the day of the life event .
- If Enrolled
- Enable life event only if employee is currently enrolled in the plan
- If Eligibility Changes
- Enable life event only if the life event causes a change in the employee's eligibility for the plan
- Coverage starts day of event
- Make any coverage changes effective the day of the life event.
- Coverage starts next day of event
- Make any coverage changes effective the next day of the life event.
- Tier Change Only
- Only allow tier change (for n-tier plans), and not product change, on life event.
- Require approval for self-service
- Puts any coverage changes into Agent Pending status.
- Reset Enrollment Status
- When checked, this option resets the employee to a NotBegun enrollment status when the life event is performed. Only available on Transfer, Pay Group Change, and Job Class Change.
- Import
- Export
- Select All
- Select None