Creating organization rules

After you have created enrollment groups, you must create rules for each organization. Organization rules define how current benefit-related information is displayed to the individual. Use the Current Benefits tab and Current Enrollment tab to configure the display of an employee's current benefits at Employee space > Benefits > My Benefits.

  1. Select Benefits > Enrollment Events > Set Up > Organization Rules.
  2. Open an organization.
  3. On the Enrollment Display tab, specify the organizational rules for the display of enrollment events to employees.
    Version
    Select the display version that is used in the enrollment process. Select Classic if you are using the 3.5 web interface, or select Responsive if you are using the SoHo 4 UX web interface.
    Note: Do not use the Classic version if you are using the SoHo 4 UX web interface. Do not use the Responsive version if you are using the 3.5 web interface. These are unsupported combinations.
    Filter Choices Based On Dependents
    Select this check box to have only the plans that would cover the dependents the employee intends to enroll displayed during enrollment. If they do not intend to enroll dependents, then only individual plan and waive options are displayed. Employees indicate their intent to enroll each dependent in the dependent records displayed on the Dependents tab of the enrollment. The intents declared do not permit or restrict the actual enrollment of dependents after employees select the coverage option. Employees can later enroll a dependent they initially declared they would not enroll without changing their selection.
    Note: This filtering feature requires that dependents are displayed during enrollment. In the Dependents and Beneficiaries section of the Enrollment Display tab on the enrollment rule, the Display field must be selected. In the same section, the Display Option field must be set to Combined, Separated, or Dependents Only.
    Enrollment Link Name
    Specify the header that is shown above the links in the enrollment process. This is required if any links are specified.
    Link 1-4 Label and URL
    Specify up to four links that can be accessed through enrollments. The Label is displayed to the employee.
  4. On the Current Benefits tab, specify this information:
    Dependents And Beneficiaries
    Specify how dependents and beneficiaries are displayed to employees on Employee space > Benefits > Dependents And Beneficiaries. Select one of these options:
    • Combined: Display one list that shows all active dependent records and if the dependent is benefit eligible, enrolled, beneficiary eligible, and if they are a designated beneficiary.
    • Separated: Displays two tabs: Dependents, which shows active dependent records where the dependent is benefit eligible (either confirmed or pending), and Beneficiaries, which shows all active dependent records that are eligible to be designated as a beneficiary.
    • Dependents Only
    • Beneficiaries Only
  5. In the Coverage section, specify this information:
    Coverage Options
    Select to display the description from the coverage option when a plan has Coverage Type = Coverage Options. Otherwise, it is blank.
    Salary Multiple
    Select to display the elected salary multiple in format 0.000.
    Coverage Amount
    If a plan has Coverage Type = Coverage Amount and the amount of coverage is to be displayed to employees, select the cost basis this is displayed in. The choices are: Annual, Monthly, Pay Period, Weekly.
  6. In the Contributions section, select the columns that will be displayed for current benefits:
    • Employee Pre Tax
    • Employee After Tax
    • Total Employee = Employee Pre Tax + Employee After Tax
    • Flex Credits = Flex Credits given by the plan in the contribution rule
    • Total Employee And Flex = Employee Pre Tax + Employee After Tax - Flex Credits given
    • Employer Cost
  7. In the Vacation Plans section, for the display of current benefits, specify whether columns for Buy Hours and Sell Hours from the benefit plans are shown.
  8. On the Current Enrollment Groups tab, select the Enrollment Groups that are displayed to employees in Employee space > Benefits > My Benefits. You can use the Display Sequence-New column to change the order in which benefits are displayed. When you select an Enrollment Group, the Plans table displays the pans that are associated with it.
  9. In the Life Events Header section, specify this information:

    This configurable text is displayed to the employee in their Life Events menu. Employee Initiated and the applicable grouping must be selected.

    Page Header

    Specify a page header title for the life events.

    Marriage, Child, Other

    Use these three basic headers to specify category headers for life events. For example, Marriage, Divorce, Separation or Childbirth, Adoption, or Other events such as a spouse losing coverage due to unemployment.

    No Available Life Events

    This text is shown to the individual when there are no life events for them to choose from and none that they are actively working on.

    No Open Enrollment

    Use this text field for text that is displayed to the employee when there is no current open enrollment opportunity. This is to avoid showing an empty page when open enrollment is closed. For example, you can mention to go to the Life Events menu to report events that may affect enrollment opportunities.

  10. Click Save.