Create Eligibility Profile

According to the playbook’s scenario, you need to include an assignment categoryto check if a person is a full-time regular employee, and a postal code range, to check for employees residing in the US.

1. Click Navigator > Benefits Administration > Plan Configuration.
2. On the Tasks panel, click Eligibility Profiles.
3. Create a participant eligibility profile.
4. Provide a meaningful name for your eligibility profile so you can recognize it easily when creating your 401(k) plan.
5. Add an assignment category on the Employment tab and complete these fields. Leave other fields on the page as is.

   Field	Value
   Sequence	10
   Full Time or Part Time	Full-time regular

6. Add a postal code range on the Personal tab and complete these fields.

   Field	Value
   Sequence	20
   Postal Code Range	Select the postal code range that you created earlier.

7. Save your changes.