BenSelect:Admin:Plan:Life Events

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Revision as of 21:00, 10 May 2024 by Shannon Krakosky (talk | contribs) (Life Events Tab - Elements)
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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.