Creating life events

Life events are changes in an employee's situation that may have an impact on their benefits. These events can be initiated by either the organization or the resource. Some life events trigger eligibility for employees and their dependents for COBRA. The events that are available are defined by the Benefits Administrator. Here are some examples:

Marriage, divorce, or legal separation
Birth or adoption of a child
Death of a spouse or child
Change in residence or work location that affects benefits eligibility for you or your covered dependent
Your children meet (or fail to meet) the plan’s eligibility rules (for example, student status changes)
You or one of your covered dependents gain or lose other benefits coverage due to a change in employment status (for example, beginning or ending a job)

See COBRA enrollment and Finalizing COBRA participant benefits.

Select Benefits > Enrollment Events > Set Up > Enrollment Events.
Click Create.
On the Details tab, specify this information:

Enrollment Type

Select Life Event.

Enrollment Event

Specify a name for the enrollment event, such as marriage.

Description

Optionally, specify a description of the event.

Active

The Active status check box is selected by default. Clear the check box to inactivate the life event.

Marital Status Change

Select the check box if the life event involves a change in marital status. If this field is selected, the New Marital Status field and the Prerequisite Marital Status tab are displayed.

New Marital Status

This field is available if Marital Status Change is selected. Specify the resulting marital status due to this life event. For example, if this life event is for marriage, the new married status can be set to Married. When employees complete this life event, the marital status on their talent profile is changed to this one.

Allow Benefit Enrollments

Select the check box to have this life event enable benefit enrollment.

Days Before Event

Optionally, specify the number of days before the life event that employees can enroll in the event.

Days After Event

Specify the number of days after the life event that employees can enroll in the event.

Include Future Benefit Plan Eligibility

In the Days After Event field, specify the number of days after the life event that the system should determine eligibility for the benefits.
In Employee Display Sections, select whether the event is available for employees to initiate, and, if so, select the headers under which this event is displayed for the employee. Specify this information:

Employee Initiated

Select the check box if the employee can initiate the life event.

Topic

Select the section in which the event is displayed for the employee. It is relabeled on the Organization.

Selection Text

This field is available if the Employee Initiated field is selected. This enables the selection of the event to be reworded for presentation to employees. For example, when there is a life event defined as Marriage, the selection text can be changed to "I recently got married."
In the Documentation section, specify the labels of the document fields that will show in the employee space. Select the Required check box to require employees to submit at least one supporting document with their enrollment. You can select up to three documentation types. Employees cannot submit their enrollment without at least one form of documentation when Required is selected for documentation. You must also add a label to enable employees to see the documentation field. Select the Approve Documentation Required For Finalize check box if the administrator must approve the uploaded document.
In the Not Qualified for Enrollment Rule section, users can add an error message that employees receive when they attempt to create a life event but are not eligible for any of the enrollment rules. If this message is not defined, employees will receive a system-generated message that they do not qualify for the life event.
Click Save.
Select the Prerequisite Marital Status tab. This tab shows if Marital Status Change is selected in the Details tab. You can configure which marital statuses will qualify as prerequisites for an employee to be able to select this event. For example, in order to select Marriage as a New Marital Status, the employee's current status must be Single, Divorced, or Widowed. This is not required.
On the Sections tab, select which sections are displayed to employees. You can open each section to configure text for the field headers and sub headers. In some sections, you can specify additional information such as a logo or video. Document logos and videos can only be added if the Responsive version of enrollment is enabled. See Creating organization rules. Document logos must be added by the Administrator in Administrator > Set Up > Document Logos. If Allow Benefit Enrollment is selected, only these sections are displayed:

Life Event

Open to select whether this section is displayed to employees. You can also select a document logo that is displayed in this section.

Name Change

Open this section to select whether the Name Change section is displayed to employees.

Contact Change

Open this section to select whether the Contact Change section is displayed to employees in this life event.

If the Allow Benefit Enrollments field is not selected, these sections are also displayed:

Instructions

Open this section to select whether the Instructions section is displayed to employees in this life event. In addition to a header and sub header, you can specify the instruction text that is displayed to employees, select a document logo, specify a video to be shown to the employee, and how that video link is displayed. Note, the video link displayed here navigates the employee outside of their enrollment event. You can also specify a URL for a video to embed in this section.

Video

Open to select whether the Video section is displayed to employees. You can also specify a URL for a video that employees can view in this section of the life event.

Dependents and Beneficiaries

Open this section to select whether this section is displayed to employees in this life event. You can also select whether Dependents and Beneficiaries are displayed together, separately, or to display only one category. You can select whether employees have the ability to add, update, or remove dependents and beneficiaries during enrollment. If they remove a dependent, it makes the dependent inactive. When this section is enabled, employees can add beneficiaries.

Electronic Signature

Specify the type of electronic signature required: None, Check box, or Signature. You can also specify text that is displayed (for example, Terms and Conditions). This is shown when the Submit action is taken. The header is always required. The default header is “Click OK to confirm you are submitting your life event.”

Summary

Open this section to select whether the Summary section is displayed to employees. You can specify summary text that is displayed to the employee when their enrollment is finalized and they are outside of the enrollment period. You can also select a document logo that shows in this section.

Review and Submit

Open this section to select a document logo that is displayed in the Review and Submit section. This is always displayed, and the header is required. You can also select a document logo that is displayed in this section.

Documentation

Open this section to select whether the Documentation section is displayed to employees in this life event. You can also select a document logo that will show in this section. Document logos and videos can only be added if the Responsive version of enrollment is enabled. See Creating organization rules. Document logos must be added by the Administrator in Administrator > Set Up > Document Logos.
Continue by defining enrollment rules, if Allow Benefit Enrollments is selected.

See Creating enrollment rules.