How Enrollment Rules Are Calculated
Enrollment rules limit enrollment elections based on current participant enrollment.
Settings That Affect Enrollment Rules
Two settings affect enrollment rules:
-
The person's enrollment status
-
The selected enrollment option
The following table lists and describes the enrollment statuses.
Enrollment Status |
Description |
---|---|
Current |
Participants who are enrolled in the benefits object |
New |
Persons who aren't currently enrolled |
The following table lists and describes the enrollment options, which determine whether enrollment is possible for the next period.
Enrollment Option |
Description |
---|---|
Can choose |
Persons can make new elections. |
Can keep |
Participants can keep their current elections. |
Can keep or choose |
Participants can:
|
Keep or choose, starts new |
Participants can:
Coverage ends at the configured end date for the processed life event and restarts the next day. |
Choose only |
Participants must make an explicit election to remain enrolled. |
Keep only |
Participants must keep their current elections. |
Lose only |
Participants must disenroll from their current elections. |
Assign automatically |
Enroll participants automatically. Participants can't disenroll. |
Nothing |
Persons can't make elections for the benefit object. |
Formula |
Use a formula that you defined previously to determine electability based on enrollment status. The formula must be of the type Enrollment Opportunity. |
How Enrollment Rules Are Interpreted
Each enrollment rule represents a combination of options.
The following table provides two examples.
Enrollment Rule |
Option Combination |
---|---|
Current - keep only; new - nothing |
Current participants must retain their set of elections to stay enrolled. Unenrolled persons can't make elections for this benefits object. |
Current - nothing; new - assign automatically |
Current participants can't make elections for the benefits object. Unenrolled persons are enrolled automatically and can't disenroll. |