Prerequisites for benefit plans

Prerequisites can be defined for benefit plans. Employees must be enrolled in the benefit plan specified as the prerequisite before they can be enrolled in the benefit plan on which this is specified. For example, if an organization has a High Deductible Health Plan (HDHP) and a Health Savings Account (HSA), employees cannot enroll in the HSA unless they are also enrolled in the HDHP. On the HSA plan, the HDHP plan is selected as a prerequisite.

Benefit plans can be defined with more than one option of a prerequisite plan. Benefit plans can also be a prerequisite for multiple other plans. For example, multiple High Deductible Health Plans (HDHP) could be displayed as prerequisite options for enrollment in a Health Savings Account (HSA) plan during enrollment. The employee must then be enrolled in one of the prerequisite plans in order to enroll in the HSA. If an employee attempts to withdraw from a plan that is a prerequisite of other plans, they receive a confirmation message that they will be withdrawn from the specific plans for which it is a prerequisite.

If you attempt to enroll an employee in a plan with prerequisites in Benefits > Maintenance > By Resources , then an error message displays the prerequisite plans in which you must enroll the employee first. If you attempt to delete a benefit plan that is a prerequisite for another plan in Benefits > Maintenance > By Resources > Current, then a message displays the plans for which it is a prerequisite and from which you must withdraw first.