BenSelect:Admin:Eligibility:Overview
Contents
Eligibility Screen
The Eligibility screen lets you set up job classes, benefit types, and eligibility for each location. Eligibility for benefit enrollment is determined by the employee's job class. Job classes are unique to each location. For each location, you must specify the name (and an optional description) for each job class. Place a check mark next to each product available to members of the job class.
Eligibility Screen – Elements
The following table lists the element name and provides a description.
- Location
- Select the location to which you want to add the job class.
- Job class
- Select which job class you want to edit.
- Name
- Enter a name for the job class; ensure that it describes the eligibility criteria (for example, FT/PT > 32 hrs.).
- Description
- Enter a description for the job class.
- If you want to include notes about the job class or products offered, enter them in the Notes field.
- Benefit Type
- Select how the product will apply (e.g., through Payroll, Cobra, Retiree, or SelfPay).
- Eligibility/Product Listing
- Select the checkbox next to each product to enable it for that job class.
Common Buttons
- Add
- Click to add a new job class.
- Save
- Click to save any selections or updates made to the property information.
- Delete
- Click to delete the currently selected property.
- Cancel
- Click to cancel all changes.
Setting up Job Classes (Eligibility Rules)
After setting up Benefit Plans, you set up eligibility rules for each of the job classes in the case. Because each location has unique job classes, you must select each location and the job class, and then apply the products.
Use the All and None buttons to check or uncheck all products.
