Benefit plan enrollment
An employee, retiree, or COBRA participant is eligible for a plan if they have met the plan's benefit group eligibility criteria and meet the criteria for a waiting period rule. Eligible employees and retirees are enrolled by creating employee benefit records. COBRA participants are enrolled by creating participant benefit records.
After you have set up your benefit plans and established flex credit records for individuals who may enroll in flex benefits, you are ready to perform an initial enrollment. Individuals can be enrolled into benefit plans using these methods:
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Individuals can enroll themselves through enrollment events.
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You can mass enroll eligible individuals into default plans.
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You can manually enroll individuals in plans.
When an individual is enrolled into a benefit plan, individual and employer deductions are created. The benefit start and stop dates are used to control the deductions. For flex benefit plans, an employee's standard time record is created or updated by the application.
| Enrollment Method | For more information |
|---|---|
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For Open Enrollments, employees can enroll themselves after you have mass created the events. For Life Events that are employee initiated, the employee creates the enrollment event. The Mass Create action can also be used to create the enrollment. For Life Events that are employer initiated, the Mass Create action can include the enrollment event. |
Mass creating enrollments |
| You can mass enroll eligible employees in default plans that have default coverages and contributions. | |
| You can manually enroll multiple employees in plans or enroll one employee in multiple plans. |