Setting up automatic enrollment

Before resources can be enrolled automatically, you must select the Automatic Enrollment check box in Plan Type.

When the Automatic Enrollment check box is selected for a plan type, new hires are automatically enrolled. The new resource's primary work assignment must meet the eligibility requirements of the group used by the plan. If the effective date of the hire is on or after the plan version date, then the Plan Entry date on the enrollment is the effective date of hire. If the effective date of the hire is before the version date of the plan, the Plan Entry date on the enrollment is the Plan Version Date.

Example: Plan Version Date is 1/1/2014 with a blank Version End Date.

Resource is hired effective 9/23/2010. The Resource Plan record is created with a Plan Entry date of 1/1/2014.

Resource is hired effective 2/1/2014. The Resource Plan record is created with a Plan Entry date of 2/1/2014.

For details about adding resources to an organization, see the Global Human Resources Management User Guide.

Use this procedure to select the Automatic Enrollment check box in Plan Type so that resources can be automatically enrolled:

  1. Select Absence Management > Set Up > Plans and Components > Plan Types.
  2. Select a Plan Type and click Actions > Update.
  3. Select the Automatic Enrollment check box.
    Clear the check box to not automatically enroll resources.