Creating enrollment group rules

You can create enrollment group rules after creating a benefit plan and an enrollment group. Benefit plans are associated with enrollment events using enrollment groups.

Enrollment group rules apply only to the enrollment group and not the overall benefit plan. You can use an enrollment group again with the associated regulations or create new rules, and separate rules for different groups for an enrollment event.

  1. Select Benefits > Enrollment Events > Set Up > Enrollment Groups.
  2. Open a benefit plan and select Enrollment Groups.
  3. Click Create.
  4. Specify this information:
    Enrollment Group
    Select the enrollment group for which to create enrollment rules.
    Preselect Disabled
    Select this check box to turn off preselect for this benefit plan.
    Ask Smoker Question
    Select whether to use the same rule as the benefit plan or to disable the smoker question.
    Passive Enrollment
    Select whether to use the same rule for passive enrollment as the benefit plan, to enable, or to disable this option.
    Acknowledgment Label
    Provide a name for the acknowledgment.
    For example, you can use Acknowledgment as the label.
    Acknowledgment Required
    Select this check box to require employees to select a check box during the enrollment process for the benefit plan.
  5. In the Enrollment Changes Allowed pane, specify this information:
    Increase
    If the plan's Coverage Type is Coverage Options or Coverage Amount, select this check box to increase the coverage amount. If the plan's Coverage Type is No, select this check box to increase the contribution amount. You can specify the maximum increase amount in the Amount field.
    Decrease
    If the plan's Coverage Type is Coverage Options or Coverage Amount, select this check box to decrease the coverage amount. If the plan's Coverage Type is No, select this check box to decrease the contribution amount. You can specify the lowest decrease amount in the Amount field.
    Add Benefit Plan
    Select to enable a resource to elect this benefit plan, even if the resource is not enrolled as of the event date. If this option is not selected, resources cannot elect the plan unless they are enrolled as of the event date.
    Remove Benefit Plan
    Select to enable a resource to choose not to elect this benefit plan, even if the resource is currently enrolled. If this option is not selected, resources must elect this benefit plan if they are currently enrolled.
    Remove Benefit Plan Required
    Select if the resource must unenroll in the benefit.
    For example, if a divorce life event occurs and the resource is enrolled in Spouse Life Insurance, the event prevents the resource from continuing this election, even if the resource is currently enrolled in the benefit.
    Dependent Enrollment
    Select the option to set the type of dependent enrollment.
    You can change this setting if the plan setting for Dependent is Prompt For Enrollment or Automatic Enrollment.
    Additional Enrollment Information
    Provide any supporting information related to the enrollment.
  6. Click Save.