Setting Up COBRA Qualifying Event Rules

Access the COBRA Qualifying Event Rules Revisions form.

To set up COBRA qualifying event rules:

1. Complete these required fields:

   • Qualifying Event

   • Type Of Information

   • Company

   • Effective From

2. Complete these fields, as desired:

   • Business Unit

   • Tax Area (Res.) (tax area [residential])

   • Effective Thru

3. To add or edit the qualifying event rule that is associated with a qualifying event, complete these fields, as necessary, and then click OK:

   • Line Number

   • And /Or

   • Based On Data Item

   • Evaluation Operator

   • Value

4. Repeat steps 1 through 3 for each qualifying event code.

   Note: For each qualifying event code except divorce, complete the Type Of Information field with an E. The E specifies information that the system uses to create a rule that tests data item columns in the Employee Master Information table (F060116). For divorce, complete the Type Of Information field with a value of O. The O specifies information that the system uses to create a rule that tests data item columns in the Employee Master Additional Information File table (F060120). Specifically, in the event of divorce, the system needs marital status information, which is stored in the F060120 table.There is not a value for divorce in UDC 06/MS. You can set up a new UDC value for divorce in this table or attach a new UDC table for marital status (data item MSA).

   • Type Of Information

     Select a UDC 08/TI that specifies the table and the data item columns to create the rule. Values are:

     Employee Master Information: This code creates a rule based on data item columns in the F060116 table.

     Employee Master Additional Inf: This code creates a rule based on data item columns in the F060120 table.

   • Line Number

     Enter a line number to move rapidly through a long list of journal entries. The system shifts the information on that line to the top of the display.

   • And/Or

     Enter a code to designate whether the test parameters or criteria are based on an AND condition or an OR condition.

   • Based On Data Item

     Enter a code that specifies the data item on which the rule is based.

   • Evaluation Operator

     Enter a boolean logic operator that defines the conditional statement. Select a commonly used operator, such as = (equal to), when defining conditions.

   • Value

     Enter a number against which the Based On item is compared.