Defining Entry Rules

This procedure defines the entry rules the application uses to determine benefit eligibility. If a plan's entry rules change, it is recommended that you add a new entry rule record for the plan. This method lets you define new rules with future dates and provides an audit trail of changes.

You can add a benefit for an eligible employee at any time as long as the benefit start date equals or is greater than the employee's eligibility date. This date is determined by the plan's entry rules.

Before an employee can enroll in a plan with rules based on pay periods or work periods, the employee must be associated with a pay plan on Employee (HR11.1).

Note: You can access BN16.1 from BN15.1. The button Ent Rule appears after you inquire on the Company, Benefit Type, and Plan fields. Once you access BN16.1, using the Ent Rule button, the same fields are populated on BN16.1.

To define entry rules

  1. Access Benefit Entry Rules (BN16.1).
  2. Select the Company.
  3. Select the Benefit Type and Plan from the Benefit Type and Plan fields.
  4. Complete the basic benefit entry rule parameters using the following guidelines:
    Start Date

    Type the start date you want the entry rules to become effective.

    You can vary rules by start date. This allows you to define unique rules for different enrollment periods. If entry rules change, add a new record for the new rules.

    Employee Group

    To define entry rules that are unique to a particular group of employees, select the employee group for which these entry rules apply.

    If you only define one entry that applies to all employees that are eligible for the plan, leave this field blank.

    If you have multiple records and you leave this field blank, the application uses these entry rules for employees who do not meet the criteria for specific employee group entry rules.

    Note: If you define multiple rules based on an employee group, make certain the groups are mutually exclusive.
    Minimum Age

    Type the minimum age for entry into the plan. When an employee enrolls in the plan, the employee's age on the benefit start date must be equal to or greater than this minimum age.

  5. Complete Initial Enrollment parameters using the following guidelines:
    From Date

    For initial enrollments, select the beginning date an employee is eligible to enroll in the benefit.

    If you use the Months, Days, or Hours fields, the date in this field is the date the waiting period begins.

    If you leave this field blank, Adjusted Hire Date defaults.

    Pay Class

    If the initial waiting period for the plan is measured in hours, select the pay class that defines eligible hours. The application uses payroll records to determine the hours an employee has worked.

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

    If you do not use the Infor Payroll application, leave this field blank.

    Entry Type

    Select the point at which employees can enroll in the plan.

    Note: BN16.5 opens automatically if you select prior or next Entry point and add the entry rule record.
  6. Click the Init Points button. TheInitial Entry Point (BN16.5) opens. Define the plan entry point dates.
  7. Click the OK button.
  8. Complete Re-Enrollment parameters using the following guidelines:
    From Date

    For re-enrollments, select the date an employee is eligible to enroll in the benefit. (A re-enrollment is any time an employee is enrolled in a benefit type for which the employee has already had a benefit.)

    If you use the Months, Days, or Hours fields, the date in this field is the date the waiting period begins.

    If you leave this field blank, Adjusted Hire Date defaults.

    Pay Class

    If the re-enrollment waiting period for the plan 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.

    If you do not use the Infor Payroll application, leave this field blank.

    Entry Type

    Select the point at which employees who have met the re-enrollment waiting period requirement can enroll in the plan.

    Caution: 
    Using re-enrollment points may limit your ability to change benefit enrollments for employees.
    Note: BN16.5 opens automatically if you select prior or next Entry point and add the entry rule record.
  9. Click the Re-En Points button to define the plan entry point dates.
  10. Click the OK button.
  11. Select the Add form function.

Related Reports and Inquiries

To Use
List waiting periods Benefit Entry Rules Listing (BN216)
Related topics