Creating entry rules

Entry rules are used to determine benefit eligibility for employees, retirees and COBRA participants.

You can add a benefit for an eligible individual when the benefit start date equals or is greater than the individual's eligibility date. This date is determined by the plan's entry rules.

The types of entry rules are Waiting Periods, Change, and Life Event Rules. Waiting Periods are not applicable to COBRA Participants. If you select Life Event Rules, this rule is referenced first in a life event to determine the start and stop dates of benefits. Life Event Rules can be defined for specific life events or without a life event specified.

Before an employee can enroll in a plan with rules based on pay periods or work periods, the employee must be associated with a pay schedule on the employee's primary work assignment.

Initial Enrollment is the first time a benefit is added for an individual in a benefit type.

Re-Enrollment is any time an individual is enrolled in a benefit type for which the individual has already had a benefit.