Copying an enrollment event

You can copy an enrollment event to reuse the options and text. You can then make changes to the copied event including enrollment type. You can also copy an open enrollment to a life event and vice versa to re-use the enrollment groups and text.

  1. Select Benefits > Enrollment Events > Set Up > Enrollment Events.
  2. Select the enrollment event to copy.
  3. Click Copy.
  4. Select whether the new event is a Life event, an Open enrollment, or a COBRA event.
  5. Specify a New Event Key field.
  6. Specify a new description for the event.
  7. If the new enrollment type is open enrollment, specify a New Enrollment Date and New Enrollment Period.

    If the new enrollment type is a life event, specify the days before and after.

    If the new enrollment type is a COBRA event, specify the COBRA occurrence.

  8. Click OK.

    All enrollment groups and text is copied to the new event.

  9. If required, make other changes.
  10. Click Save.