Defining Add Rules

Add rules determine the eligibility date for employees who, as a result of a change made by a personnel action, become eligible for a flex plan or benefit plan.

The Add rules are used by Employee Change Benefit Update (BN100) to calculate each employee's eligibility date and, if appropriate, to enroll an employee in a plan or flex plan. BN100 enrolls an employee in default benefit plans only.

If a change makes an employee eligible for a plan for which add rules exist but the plan is not a default plan, the employee's new eligibility date is calculated and listed on the report, but the employee is not enrolled. If no add rule exists, BN100 lists the employees without a new eligibility date.

Note: Add rules do not enroll employees into benefit plans unless some benefit history exists. If the employee has become eligible for benefits for the first time, use Mass Benefit Add (BN101) to enroll the employee into default plans.

To define add rules

Access Add Rules (BN16.2).
Select the Company and the Benefit Type.
Select the Plan for which you want to define add rules. If you leave this field blank the rule will apply to all plans within the benefit type selected.
Type the date the add rules are effective. You can vary rules by start date. This allows you to define unique rules for different periods. If rules change, add a new record for the new rules.
If you are defining add rules that are unique to a particular group of employees, select the employee group for which these add rules apply.

Note: If you define add rules by employee group, make sure employee groups are defined such that an employee can be a member of only one group at a time. If an employee belongs to more than one group for which rules have been defined, benefit update reports list the situation as an error.
Select the personnel action that triggers an employee's eligibility for the plan.
Define the eligibility rules using the following guidelines:

From Date

Select the date the waiting period begins.

Months, Days and Hours

Type the number of months, days or hours an employee must work before becoming eligible to enroll in the plan.

To calculate the employee's eligibility date, the application adds these numbers to the date in the From Date field.

Pay Class

If the waiting period is measured in hours, select the pay class that defines eligible hours.

If you leave this field blank, all hours are included as eligible hours of service.

Entry Type

Select the date you want benefit update programs to use, to enroll eligible employees.

For example, entry dates are on the first of each month and an employee's eligibility date is calculated to be January 15. If you select a Prior (such as Prior Entry Point), the application adds the benefit for the employee with a start date of January 1. If you select a Next (such as Next Entry Point), the application adds the benefit for the employee with a start date of February 2.

Note: If you do not use the Infor Payroll application, values including pay periods or work periods are not valid.

See the Infor Payroll User Guide for information about pay and work periods.

Note: If you select prior or next entry point as the entry type and select the Add form function, Plan Entry Points (BN16.5) opens.
If you select prior or next entry points for Entry Type, click the Entry Points button. The Plan Entry Points (BN16.5) form opens. Define the dates on which employees can enroll in the plan.
Click the OK button. The application returns you to Add Rules.

Related Reports and Inquiries


To	Use
List the add rules	Benefit Entry Rules Listing (BN216)