Running the Maintain Participant Eligibility Process (Standard Benefits)

As a Standard Benefits user, you run the Maintain Participant Eligibility Process on a regular basis to manage eligibility for your employer-sponsored benefits programs.

You run this process from the Submit Requests window.

arrow icon   To run the Maintain Participant Eligibility Process:

  1. Select the Maintain Participant Eligibility Process in the Name field.

  2. Enter the Parameters field to open the Parameters window.

  3. Enter the Effective Date on which you are running the process.

  4. Select one or more parameters to limit the eligibility determination to a segment of your employee and benefits participant population.

    For example, you can determine eligibility for participants currently enrolled in a particular benefits plan or for employees in an organization you select.

  5. Select a Person Selection rule to restrict the process to persons who need to be de-enrolled. For example, persons who are newly terminated or deceased and currently enrolled in an active program.

    Reducing the number of persons selected by the Maintain Participant Eligibility Process improves application performance by reducing the number of records written to the eligibility tables.

  6. Choose the OK button.

  7. Complete the batch process request and choose Submit.