|
|
|
|
|
|
|
Select the Perform Eligibility Participation” hyperlink from the left pane.
The “Perform Eligibility Participation” page appears.
|
Date format |
The date format applicable to the login user. More details |
Select the following.
|
Benefits Enrollment Unit |
From the drop-down list box select the organization unit for which eligibility participation is to be performed. The drop-down list box contains list of all the organization units where you have to perform eligibility participation. |
|
Program |
From the drop-down list box select the program to which the plan is mapped. The drop-down list box displays the list of all the programs that have been defined in the “Create Benefits Program” activity in Benefits Definitions component. By default the system will display “Select”. |
|
Plan Type |
From the drop-down list box select the plan type for which eligibility participation must be performed. The drop-down list box displays the list of all the plan types that have been defined in the “Create Benefits Plant type” activity in Benefits Definitions component. By default the system will display “Select”. |
Specify the following details.
|
Coverage From Date |
The date from which the employee is covered in the plan. |
|
Coverage To Date |
The date until which the employee is covered in the plan. |
|
Employee Code From |
The employee code from which eligibility participation must be performed. |
|
Employee Code To |
The employee code until which eligibility participation must be performed. |
Select the “ Get Details” pushbutton. The system will display list of all the plans that have been mapped to the selected program and plan type for which eligibility participation is to be performed.
The system displays the following in the multiline.
|
Plan Category |
The category of the plan. One among the following values will be displayed. "Health", "Life & Ad/D", "Disability", "FSA" And "Savings". |
|
Plan Type |
The type of the plan. |
|
Plan Code |
The unique code that identifies a plan. |
|
Plan Description |
The plan name. |
Select the plans for which eligibility participation is to be performed by checking the corresponding records in the “Select” column of the multiline.
Select the “Save Parameters “pushbutton. The system will check that all the prerequisites are met and generate a Participation Id.
The system will check whether all the prerequisites required for performing eligibility participation are satisfied. If so, it saves the parameters you specified and generates a participation Id in the “Participation Id” field. It identifies each instance of enrollment that the system carries out on a program. If the prerequisites are not satisfied, an error message is displayed.
Once the participation ID is generated, the selected plans are ready for performing eligibility participation. Select the “Process” pushbutton, to enable the system to perform eligibility participation for the specified employees and plans.
Use this page to perform eligibility participation
You can use this page to perform eligibility participation