Set Up Benefit Categories by Enrollment Event

Access the Benefit Categories by Enrollment Events form.

To set up benefit categories by enrollment event:

1. On Benefits Enrollment Event Setup, select Categories By Event from the Form menu.

2. On Benefit Categories by Enrollment Events, complete these fields in the detail area:

   • Enrollment Event Code

   • Group Category

   • Category Description

   • Only Allow Changes to Beneficiary

   • Automatic Default of Current Enrollment

3. Repeat step 1 for every available benefit category for each enrollment event, and then click OK to save your changes.

   • Category Description

     Enter a descriptive statement of up to 50 characters in length.

   • Only Allow Changes to Beneficiary

     Enter a code that designates whether the only changes that you can make to plans within a benefit category are changes to the beneficiary information.

   • Automatic Default of Current Enrollment

     Specify whether the system should automatically use the current enrollment. Values are:

     0: Do not allow the system to use previous coverage as the new coverage.

     1: Allow the system to use previous coverage as the new coverage.