Benefit Enrollment Event Set Up

Access the Benefits Enrollment Event Setup form.

To set up benefit enrollment events:

1. On Benefits Enrollment Event Setup, click Find.

2. If the event is not listed, enter values in the empty grid row and click Find.

   The system first searches for an exact benefit group match and then for the generic * character. You can indicate that an event is open for all benefit groups by typing * in the Benefit Group field. For example, an employee in the EXEC benefit group is in open enrollment from 9/1/05 through 9/30/05. An employee in MGMT is in open enrollment from 11/1/05 through 11/30/05.

   • Benefit Group (* for all groups)

   • Enrollment Event Code

3. If the enrollment event enables changes between specific dates, complete these fields:

   • Open From Date

   • Open Through Date

4. If the enrollment event allows changes for a certain number of days following a specific or variable date, complete these fields:

   • Open Based From Date

   • Number of Calendar Days Elapsed

5. Complete the Enrollment Effective Date field.

   If you do not define a time period for an enrollment event, the system assumes that the event is open all year.

6. Repeat steps 1 through 4 for every enrollment event, and then click OK to save your changes.

   • Open From Date

     Enter the date that identifies when a date is first valid. The effective date is used generically. It can be a lease effective date, a price or cost effective date, a currency effective date, a tax rate effective date, or whatever is appropriate.

   • Open Through Date

     Enter the date on which the item, transaction, or table becomes inactive, or through which you want transactions to appear. This field is used generically throughout the system. It could be a lease effective date, a price or cost effective date, a currency effective date, a tax rate effective date, or whatever is appropriate.

   • Open Based From Date

     Enter a code that identifies and defines a unit of information. It is an alphanumeric code up to 8 characters long that does not allow blanks or special characters such as %, &, or +. You create new data items using system codes 55-59. You cannot change the alias.

   • Number of Calendar Days Elapsed (Release 9.2 Update)

     Enter the number of days from an employee's start date before the employee can enroll in the plan.

   • Enrollment Effective Date

     Enter the date on which an enrollment in a plan takes effect.