Mass creating enrollments

Use this procedure to create enrollment opportunities for a group of individuals either for open enrollment or for life events.

  1. Select Benefits > Enrollment Events > Open Enrollment.

    or Select Benefits > Enrollment Events > Life Events tab.

  2. Select an enrollment event.
  3. Click Mass Enrollment.
  4. Specify this information:
    All Enrollment Rules

    Select this check box to mass create an enrollment for all eligible individuals based on the Enrollment Rule. This uses the groups that are associated with each enrollment rule for the event as the group of eligible individuals.

    Benefit Group

    Select the Benefit group to mass enroll a specific group. Individuals must meet the eligibility for one of the enrollment rules. You can specify either Benefit Group or All Enrollment Rules, but not both.

    Coverage Class

    Select a coverage class to mass create enrollment.

    Date/Date Option

    For life events, specify the date of the event or a date option. Use the date option to vary the enrollment date based on a date on the individual's record. For example, an employee's start date.

  5. Click OK to process this action immediately.

    or

    Click Schedule to schedule the action to run later.