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.