Setting up benefits life event plan rules

This procedure shows how to define which benefit plans are available for family status changes, and how the employee and company costs are displayed. You define these rules for each life event available on the Web.

Set up life event plan rules

  1. Access Benefits Life Event Plan Rules (BS03.2).
  2. Select a company.
  3. Specify this information:
    Life Event

    Select a life event (family status change) code. Birth, Marriage, Adoption, etc.

    Employee Group

    To define rules that apply to an employee group, select an employee group.

    Plan Group

    Select a plan group.

    Benefit Type

    Select a plan type.

    Plan Code

    Select a plan code.

    Employee Cost

    Select how employee costs display on the Web. If you leave this field blank, Employee defaults and the employee costs display on the Web.

    Company Cost

    Select whether a company cost should display on the Web. If you leave this field blank, No defaults and company costs do not display.

    Add Dependents

    Select whether the employee will specify dependent benefit information for this plan during the enrollment process. If you select Yes, the employee is automatically navigated to the dependent benefit form on the web. There the employee designates covered dependents for appropriate coverage elections. If this plan does not cover dependents, select No.

  4. Select the More tab.
  5. Specify this information:
    Add

    Select whether an employee who is not currently enrolled in this plan can add a benefit based on this type of family status change. If you leave this field blank, Yes defaults.

    Date

    If you selected Yes in the Add field, specify an eligibility effective date.

    Change

    Select whether an employee who is currently enrolled in this plan can change a benefit under this plan based on this type of family status change. If you leave this field blank, Yes defaults.

    Date

    If you selected Yes in the Change field, specify an effective date for the change.

    Stop

    Select whether an employee who is currently enrolled in this plan can stop a benefit for this type of change. If you leave this field blank, Yes defaults.

    Date

    If you selected Yes in the Stop field, specify an effective date.

    EOI (Evidence of Insurability) Days

    Specify a date that specifies the number of days an employee has to make a benefits change after a change of family status. The employee cannot make a change after this number of days.

  6. Select the U.S. - HIPAA tab.
  7. Specify this information:
    Create Transactions

    Select whether to create transactions for the HIPAA output file created by Benefit Transaction Export (BN106).

    Reason

    Select the HIPAA reason for the transaction. This field is required if you selected Yes in Create Transactions.

  8. Select a form action.