How Default Enrollment Rules Are Calculated
Default enrollment rules limit enrollment elections based on current participant enrollment.
Settings That Affect Default Enrollment Rules
Two settings affect default enrollment rules:
-
The person's enrollment status
-
The selected default 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 default enrollment options, which determine whether enrollment is possible for the next period.
Default Enrollment Option |
Description |
---|---|
Defaults |
Enroll in the default enrollment for the benefit object. |
Same enrollment and rates |
Don't change enrollment or rate. |
Same enrollment but default rates |
Don't change enrollment but assign the default rate. |
Nothing |
Use a formula that you defined previously for this default treatment. The formula must be of the type Default Enrollment. |
How Default Enrollment Rules Are Interpreted
Each default enrollment rule pairs each of the two enrollment statuses with a feasible enrollment option, as shown in the following table.
Example Rule |
Meaning |
---|---|
New - nothing; current - default |
For persons not enrolled in a given benefit, don't make a default enrollment for those persons. For participants in a given benefit, automatically enroll the participants in the designated default enrollment. |