Overview of Plan Dependency Rules

You can define plan dependency rules in the Plan Type Grouping page.

This ensures participants don’t enroll into offerings without enrolling in relevant dependent offerings first. For example, if the employee hasn’t enrolled in the dependent plan (HDHP) but tries to enroll in the HSA plan, a message warns them.

You can set up rules only for plans or options that are part of the same program and plan type grouping. You can’t set up rules for plans that aren’t in a program. Only active rules are evaluated during enrollment.

These rules apply only when you do elections through the self-service Benefits page. The rules don’t apply when you load enrollments through HCM Data Loader (HDL) or when the batch jobs apply default or automatic enrollments.