1. Using Benefits
  2. Scheduled Event Participation Process Options

Scheduled Event Participation Process Options

When preparing to submit the Evaluate Scheduled Event Participation process in the Evaluation and Reporting work area, pay particular attention to setting the following key parameters.

Parameter

Comments

Effective Date

Select the first day of your open enrollment period, for example, November 1, 2015.

Detect Temporal Events

Regardless of whether you decide to detect all, some, or no temporal life events, during processing the open event evaluates each participant's:

  • Age

  • Length of service

  • Salary

  • Other temporal factors

Person Type

To exclude terminated participants, select Employee or Participant.

Life Event Occurred Date

Select the date as of which to evaluate eligibility and determine rates.

For the open event, this date is typically the first day of the new benefit year, for example, January 1, 2016.

Life Event

Select Open.

Apply Defaults

Select Yes to run the Enroll in Default Benefits process automatically after the Evaluate Scheduled Event Participation process completes so that participants can view their default enrollments when they enroll.

Select No to apply default enrollments later using the Enroll in Default Benefits process.

Example: You might run the process after participants finish electing their enrollments and before you close the enrollment period.

Audit Log

Select Yes only for troubleshooting. It causes the application to generate detailed audit logs. Processing stops for any process generating an audit log, after that log becomes full.

Select No to generate only summary information if you are processing your entire participant population.
Tip: To limit the population processed, you can set additional parameters, such as Benefits Group, Location, Legal Entity, and others, or write a person selection formula.

Process Default Enrollments

Depending on how you configured your programs and plans, the Enroll in Default Benefits process does the following:

  • Enrolls participants using their current enrollments if they make no explicit election choices

  • Assigns participants new default enrollments

  • Changes current elections to a new default election

    Example: You have a dependent care spending plan configuration that sets current participants to nothing or a waive plan or option.