BenSelect:Admin:Plugin:Actions

Actions Tab

This tab is where you tell the report what conditions to check for and what actions to take.

Condition 

In this drop-down list, define which employees will be picked up by the maintenance report. You can use the enrollment status, birthday, anniversary or grace period ending to qualify who is being included. If you want to include all employees then you would use Enrollment Status – ALL.

Set Employee Status 

You may want your report to change the employees enrollment status, that is determined by this option. If you do not want the status changed you would leave this as No Change.

Action 

This setting is where you determine if the report should be affecting coverage. If you are setting up a report to send an email and do not want to affect coverage you would leave this at Nothing.

If you change the Action setting from Nothing to Recalculate Coverage, then a box will appear where you can select which coverages you wish to have the system recalculate.

If you change the Action setting from Nothing to Auto-enroll eligible coverages, then the system will use your enrollment rules settings to determine what plans are eligible (cannot waive and auto-enroll plans).

If you change the Action setting from Nothing to Mark employees for deletion, then the system will delete all employees meeting the specified criteria.

Allow retroactive effective date 

Set this option to Yes to allow the earliest possible effective date for a coverage based on settings when Enrollment Rules are also set to allow retroactive effective dates.

Allow backdating 

This setting tells the report if you want to allow the effective date to be backdated or if you only want future effective dates.