Setting Up Event Classes

To set up the types or classes of events for the Benefits Administration system to recognize, and to control the handling of event classes, use the Event Class table (BAS_EVENT_CLASS_GBL) component.

This section discusses how to define event classes.

Page Name

Definition Name

Usage

Event Class Table Page

BAS_EVENT_CLASS

Define the classes of events that the Benefits Administration system recognizes, and control how event classes are handled.

Use the Event Class Table page (BAS_EVENT_CLASS) to define the classes of events that the Benefits Administration system recognizes, and control how event classes are handled.

Navigation:

Set Up HCM > Product Related > Automated Benefits > Eligibility and Event Rules > Event Class Table > Event Class Table

This example illustrates the fields and controls on the Event Class Table page.

Event Class Table page

This table shows default values for the event classes delivered by PeopleSoft Benefits Administration:

Event Class

Description

Event Class Use

Event Priority

Manual Events Allowed?

BIR

Birth

Specific Event Class

401

Selected

DIV

Divorce

Specific Event Class

403

Selected

FSC

Family status change

Specific Event Class

300

Selected

HIR

New hire

Specific Event Class

100

Deselected

MAR

Marriage

Specific Event Class

402

Selected

MSC

Miscellaneous

Default Event Class

400

Selected

OE

Open Enrollment

Open Enrollment Event Class

900

Deselected

SNP

Snapshot

Snapshot Event Class

50

Deselected

TER

Termination

Specific Event Class

200

Deselected

Field or Control

Description

Status

Select to make the event class active or inactive.

Note: For the employees to receive notification based on the event status, the Status should be Active and the Available through Self Service check box should be enabled. Use Notification Composer to generate notifications. For more information on using Notification Composer, see Understanding Notification Composer. Depending on the Notification Administration setting, notifications are generated as In-App alerts or emails. The Email alert for this notification is delivered as Enabled. The administrator can enable In-App alert for BenefitsEnrollmentEmployee under Notification Settings in Notification Administration. For more information see, PeopleTools: Fluid User Interface Developer’s Guide, “Administering Notifications”.

Specific Event Class

Select to designate an event class that is designed to match the Benefits Administration action entered on the Action/Reason page to call specific processing rules.

Open Enrollment Event Class

Select to indicate that open enrollment events are triggered for all employees associated with a particular open enrollment process.

Default Event Class

Select to indicate that the Benefits Administration action does not match any specific event class.

For example, an employee undergoes a Leave of Action/Military Leave (LOA/MIL) action and action reason, and the Benefit Administration action value for that combination is MIL. If you have not defined any additional event classifications beyond those delivered by PeopleSoft Benefits Administration, the system processes the employee according to the event rules for the MSC class. It does not recognize MIL as a specific event class unless you define it that way.

Snapshot Event Class

Select to indicate that snapshot events are triggered for all employees associated with a particular snapshot process.

Event Priority

Enter the priority in which the system processes the event in situations in which multiple events take place on the same date.

The system processes events associated with event classes with lower event priority values first.

Manual Events Allowed

Select if events associated with the event class can be inserted manually for an employee using the Review BAS Activity page.

Available through Self Service

Select to enable employees to elect or change benefit information based on the eligibility determinations that result from event processing in the selected class. This is linked to the Enroll In Benefits feature for the PeopleSoft eBenefits application.

For example, you might not want employees to be able to enter or update election information after they experience a TER event.

Note: For the employees to receive notification based on the event status, the Status should be Active and the Available through Self Service check box should be enabled. Use Notification Composer to generate notifications. For more information on using Notification Composer, see Understanding Notification Composer. Depending on the Notification Administration setting, notifications are generated as In-App alerts or emails. The Email alert for this notification is delivered as Enabled. The administrator can enable In-App alert for BenefitsEnrollmentEmployee under Notification Settings in Notification Administration. For more information see, PeopleTools: Fluid User Interface Developer’s Guide, “Administering Notifications”.

Print Option

Specify the printing of enrollment forms or confirmation statements. You may, at times, create event classifications, which are meant for administrative use only. Event classifications should never be viewed by employees.

Days to Print

Enter the number of days prior to an event that an enrollment form prints. This accommodates future-dated events by holding the form for a reasonable time period just before the event is processed.

Benefits Notifications grid

Use the Benefits Notifications grid to define the Activity Guide Category, Template, and Days To Notify. The system checks the data entered in this grid before sending notification to the employees for the specific event class. This grid is optional.

When an employee accesses the Benefits Enrollment step (mapped to an activity guide) as part of an open benefits self-service event, and the enrollment process is not complete or is in error, the administrator runs the process in the Generate Benefit Notifications Page to identify and notify these employees. The system checks the Event Class Table page to see if there is any notification criteria defined for the event class. Following scenarios are considered:

  • If the Activity Guide category and Template defined in the Event Class Table page matches the default template definition mapped to the user for the event class, then the system notifies the employee for the number of days defined in Days To Notify starting from the event date.

  • If the Activity Guide category and Template does not match the default template definition for the event class, then the system notifies the employee until the transaction is completed by the employee.

  • If the administrator hasn't configured the Benefits Notification grid, then the system notifies the employee until the transaction is completed by the employee. For Open Enrollment, the system uses the number of days to notify using the Enrollment End Date in the Open Enrollment Definition Page. For Life Event, the system uses the days to notify using the Maximum Days to Notify in the Life Event Rules Page.

Use Notification Composer to generate notifications. For more information on using Notification Composer, see Understanding Notification Composer. Depending on the Notification Administration setting, notifications are generated as In-App alerts or emails. The Email alert for this notification is delivered as Enabled. The administrator can enable In-App alert for BenefitsEnrollmentEmployee under Notification Settings in Notification Administration. For more information see, PeopleTools: Fluid User Interface Developer’s Guide, “Administering Notifications”.

Note: This grid is applicable only for customers using the Generate Benefit Notifications feature.