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What are Benefit Enrollment Rules and how do I set them up?

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Benefit Enrollment Rules define the eligibility criteria and process for employees to join specific benefit plan types.

To set up these rules:

  1. Go to Benefits >> Benefits Plan Types >> Expand the desired Benefit Plan Type Record >> Benefit Enrollment Rules.

  2. Click "New Record" and define the rule criteria, including:

  • Company Code

  • Job Code

  • Length of Service Required

  • Period (Days, Months, Years)

  • Full Time & Part Time applicability

  • Employee Status

  • Rule Compulsion (Compulsory or Optional)

  • Rule Status (Active or Inactive)

  1. Save the record.

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