Guidelines to Configure Default Benefits Relationships

Benefits relationships group worker assignments for benefits enrollment and processing. Configure default assignment of benefits relationships to workers at the time of hire or when you add additional assignments.

Using the Configure Default Benefits Relationships task in the Setup and Maintenance work area, make the following choices for each combination of country or legal entity, and benefits usage:

• Default benefits relationship

• Unrestricted event processing usage

• Multiple assignment processing configuration

For example, define default values for assigning a benefits relationship for processing life events of workers who belong to the Vision US legal entity. You can also define default values at the country level, USA, to encompass all legal entities in that country.

Benefits professionals can update or modify the default relationships assigned to individual workers in the Enrollment work area.

Default Benefits Relationship

Every worker has at least one benefits relationship because of the predefined default configuration.

You can use the predefined configuration if you don't use either:

• Unrestricted processing

• Multiple assignment processing for benefits relationships

Unrestricted Event Processing Usage

If you use unrestricted event processing, then you must specify the default benefits relationship at the legal entity level or country level for both:

• Unrestricted events processing

• Life events processing

Multiple Assignment Processing Configuration

Initially, you must make one choice between two mutually exclusive options for each combination of usage and legal entity, or usage and country, within the enterprise:

• Disable multiple assignment processing for benefits processing.

• Enable and configure multiple assignment processing for benefits processing.

Disabling Multiple Assignment Processing for Benefits

If you don't enable multiple assignment processing for benefits processing, then all worker assignments are associated with the default benefits relationship that you select. In this configuration, benefits professionals can't select alternative benefits relationships because each worker has only one benefits relationship.

Enabling and Configuring Multiple Assignment Processing for Benefits

If you enable multiple assignment processing for benefits, configure the default pattern of associating the benefits relationships with additional worker assignments.

Select one default option for new assignments from among these choices:

• Include new assignments in the configured default benefits relationship.

• don't include new assignments in any benefits relationship.

• Include new assignments in the primary benefits relationship for the worker. This may be the default benefits relationship or another benefits relationship designated as primary.

If you include the new assignment in a benefits relationship, configure whether it becomes the primary assignment in that benefits relationship, replacing the current primary assignment.

Effect on the User Experience of Enabling Multiple Assignment Processing

When you enable multiple assignment processing, you can filter the worker's data by benefits relationship in the Enrollment work area pages.

Pages with this filter option include:

• Participant benefits summary

• Override enrollment

• Manage person life events

• Process open enrollment

• Process life event

Only administrators can make enrollment for participants with multiple benefits relationships using the Enrollment work area. These participants can't enroll in benefits using the self-service pages.