Displaying Only Eligible Offerings for Enrollment

Using settings on the plan configuration Eligibility page, you can restrict enrollment display to only the plans and options for which the participant is eligible.

Example: If a participant has no spouse or dependents:

• Show the Employee Only option

• Hide the Employee Plus Spouse and Employee Plus Family options

Selecting Eligibility Overrides

You override standard enrollment display using these two settings, which work together:

• Family Member Rule

• Participant Eligibility Verification

In the Plan Configuration work area:

1. In the Tasks panel drawer, click the Manage Benefit Plan Details task.

2. Search for and click the plan.

3. Open the Plan Eligibility page.

4. In the Plan and Option Eligibility section, select the plan or option.

5. In the Further Details section, select the Configuration tab.

6. In the Family Member Rule field, select the appropriate rule.

   The following table explains the options.

   Option	Effect on Enrollment Page
   Check designation requirements	Hides the plan or option if the participant doesn't have any contacts with the relationship type specified in the allowable designees requirements.
   Do not check designation requirements	None
   Formula	Specified in the formula, which you select in the Family Member Formula field. Before you can select the formula, you must create it using the Manage Fast Formulas task in the Setup and Maintenance work area.

7. In the Participant Eligibility Verification field, select the appropriate rule.

   The following table explains the options.

   Participant Eligibility Verification	Requirement for Participant to be Eligible	What's Ignored
   Blank	Participant meets the eligibility requirements of the participant eligibility profile.	Dependent eligibility or allowable designees requirements
   Dependent only	Participant's dependents meet both the eligibility and allowable designees requirements.	Participant eligibility profiles
   Participant and dependent	Participant and dependents meet both the eligibility and allowable designees requirements associated with the plan or option.	Not applicable