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 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 their current elections Make new elections
Keep or choose, starts new	Participants can: Keep their current elections They must explicitly reelect coverage amounts, even if the coverage amount remains the same. Make new elections 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.

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.