Creating enrollment groups

You can create enrollment groups after creating a benefit plan. Enrollment groups are a library of grouped benefits. You can add enrollment groups to enrollment rules to show resources within an enrollment event.

Enrollment groups are a library of headers used in enrollment rules from which the resource can select benefits. For example, Health, Dental, 401k, Vision, Life.

To see which enrollment groups are associated with enrollment events, go to Benefits > Plans > Benefit Plans > Enrollment Groups, select an enrollment group, and click the Used By tab.

  1. Select Benefits > Plans > Benefit Plans > Enrollment Groups.
  2. Click Create, and specify this information on the Main tab:
    Enrollment Group

    Provide a label for the enrollment group. For example, HEALTH.

    Description

    Specify a description for the enrollment group. The description is the header that is displayed to the resource..

    Maximum Plans

    Select the maximum number of plans that a resource selects under this header during enrollment.

    Required

    Select the check box to determine if the resource must select at least one plan for this enrollment group.

    Enable Reset

    Select the check box to enable the resource to reset their elections for the enrollment group to the preselected benefits.

  3. Specify the coverage information.

    See Creating benefit plan coverage.

  4. In the Contributions pane, specify the fields to display in enrollment for contribution. The fields are displayed using the Cost Display from the enrollment rule that applies to the individual.
    Employee Pre Tax
    Select the check box to display the amount deducted before taxes are calculated.
    Employee After Tax
    Select the check box to display the amount deducted before taxes are calculated.
    Total Employee
    Select to check box to display the Employee Pre Tax and Employee After Tax calculation.
    Flex Credits
    Select to display the amount of flex credits that are applicable for the benefit.
    Total Employee And Flex
    Select to display the net cost of employee Pre tax, employee After tax, and Flex.
    Employer Cost
    Select to display the employer contribution.
  5. Specify the fields in the Vacation plans pane if vacation plans are included in the group.
  6. In the Additional Information pane, specify the information in enrollment and current benefits when you select a plan:
    View Plan Website
    Select to display a link to the Benefit Plan URL. The link is displayed if it is specified on the plan setup.
    View Plan Document
    Select to display a link to the plan document. The link is displayed if it is specified on the plan setup.
    View Provider Website
    Select to provide a link to the provider's URL. The link is displayed if the provider specified it on the plan set up.
    Dependent Coverage Amount
    Select to display the dependent coverage amount in the cost basis that was specified in the Coverage Amount field in the Coverage pane. The dependent coverage amount applies to plans with coverage that use the calculation type of Flat Amount and have an amount specified in Flat Amount 2 on the coverage rule.
    Pay Periods
    Select to display the number used as a divisor to determine the pay period amount.
    Benefit Start Date
    Select the checkbox to display the start date for the newly elected benefit. In the current benefits pane, select the checkbox to display the most recent enrollment date.
    Additional Annual Contributions
    Select to display the contributions that were selected in the Contributions section as annual amounts.
    Additional Pay Period Contributions
    Select the check box to display the contributions selected in the Contributions section as annual amounts.
    Year To Date Contributions
    Select the check box to display year to date contributions. It uses a plan contribution rule for Limit Year specification.

    If the Limit Year is equal to the Calendar Year, then the Year To Date Contributions are based on the calendar year January 1 - December 31. If the Limit Year is equal to Plan Year, then the Year To Date Contributions are based on the plan year.

    If the plan is associated with a flex plan, the plan year is determined by the flex plan’s start date. If the plan is not associated with a flex plan, then the plan year is based upon the plan’s start date.

    For example, if a benefit that is associated with a flex plan with the start of 05/01, then the plan year is 05/01/(yyyy – 1 year) – 04/30/yyyy. A plan year is referenced by the end year.

  7. Specify the fields in the Covered pane if the fields are applicable to the type of dependent.
  8. Specify the fields in the Dependent Criteria pane if applicable.
  9. Click Save.
  10. On the Plans tab, click Create.

    You can change the order of plans and how they are displayed in the Display Sequence column.

  11. Select the benefit plan that the resource must select in the enrollment group. This list does not include eligibility. The resource views the plans in each enrollment group for which they are eligible.
    Benefit Plan

    Select the benefit plans to add to this enrollment group.

    Passive Enrollment
    Select one of these options:
    • Use Plan Rule: This determines whether passive enrollment is enabled for the enrollment event based on the setting in the benefit plan set up.
    • Disabled: Passive enrollment is not used when an enrollment event is finalized. If the enrollment event is not submitted, then the current benefit is stopped.
    • Enabled: This applies to enrollment events are not yet submitted. If an enrollment event is not submitted, the current benefits that enable Passive Enrollment are not stopped when the enrollment event is finalized.
    Dependent Enrollment
    You can change this setting if the plan setting for Dependent is Prompt For Enrollment or Automatic Enrollment. Dependents cannot enroll when the plan does not include them. Select one of these options:
    • Use Plan Rule: Use the plan's rule for dependents, either Prompt For Enrollment or Automatic Enrollment.
    • Prompt For Enrollment: A resource must select the dependents to be enrolled.
    • Automatic Enrollment: All qualified dependents are enrolled upon the election of the benefit.
    Eligibility Survey
    You can disable an eligibility survey on a benefit plan for an enrollment group. In that case, when the enrollment group is used in the enrollment, the survey is not displayed. By default, the use of the survey rule, as defined by the benefit plan, is enabled. The survey cannot be enabled for a plan that does not have a survey. This can only be turned off in enrollment when the plan enables it.
    Ask Smoker Question

    Select Use Plan Rule to keep the plan rule options or select Disabled to not display the question.

    Display Sequence

    Shows the sequence in which the plans are displayed to the resource.

    New Display Sequence

    After adding the plans, you can change the sequence in which the plans are displayed to the resource by changing the sequence number of the plan.

    Enrollment Changes Allowed
    Select the check box to allow enrollment change.

    Select one of these options to change the enrollment:

    • Increase: Select the check box if increases are allowed from current enrollment and if so, the amount.
    • Decrease: Select this check box if decreases are allowed from current enrollment.
    • Add Benefit Plan: Select this check box to allow resources to add benefit plans.
    • Remove Benefit Plan: Select this check box to allow resources to remove a benefit plan.
    • Remove Benefit Plan Required: Select this check box 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 will prevent the resource from continuing the election, even if they are currently enrolled in it.
    Dependent Enrollment
    Specify the details of the dependent.

    Select one of these options:

    • Dependent Enrollment: Select whether to use a User Plan Rule, to prompt the resource for enrollment, or automatically enroll the resource.
    • Eligibility Survey: Select whether to a Use Plan Rule or to disable the survey functionality.
    • Coverage Add Allowed: Select the dependent relationships that are newly enrolled.
    • Coverage Remove Required: Select the dependent relationships to remove from enrollment.
  12. Click Save.