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How to setup the Benefits Enrollment Rules

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Benefits>>Benefits Plan Types>>Expand Benefit Plan Type Record>>Benefit Enrollment Rules

OR

Payroll>>Business Rules>>Benefits>>Benefits Plan Types>>Expand Benefit Plan Type Record>>Benefit Enrollment Rules

Benefit Enrollment Rules

This is where rules can be defined for employees to join the requisite Benefit plan Type.

Select New Record for Rules

Enter Benefit Enrollment Rules Details

  • Benefit Plan Type: All data in this box is auto populated and greyed out i.e. cannot be edited
  • Company Code: Select accordingly
  • Job Code: Select the code of the job for which you would like to build the rule
  • Length of Service Required: Enter the number according to the company’s business rules
  • Period: Flag if the number entered in the Length of Service Required  field represents, Days, Months or Years
  • Full Time & Part Time: Flag if the rule is applicable to Full Time as well as Part Time employees.
  • Employee Status: Flag the employee status required for the rule to be applicable.
  • Rule: Compulsory: Flag according to the company’s business rules.
  • Rules: Status: Flag as active for the rule to become effective in the application.

Save the record.

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