You use the Determine Communications batch process to generate communications that are not automatically generated based on the rules of your plan design.
You can generate a batch communication for just one person or for all the people who meet your selection criteria. You select the parameters of the batch process to limit the people who receive a communication.
You can generate a batch communication by selecting one of four different kinds of triggers types. A trigger is a primary parameter that determines the kind of communication that is delivered. Choose one of the following triggers:
Enrollment Reminder Letters
Action Item Reminder Letters
Emerging Event Literature
Targeted Mass Mailing
The parameters available for your use vary according to the trigger that you select.
When you select more than one parameter, the system only generates communications for those persons who meet the criteria of all the parameters you select.
Attention: If you do not select a communication type as one your parameters, the batch process generates all communications defined for the trigger type you select.
See: Running the Determine Communications Batch Process
You select this trigger to generate one or more batch communications for all participants who:
Have an open life event (life event status equals Started)
Have not made an election as of the effective date of the batch process
Meet the criteria of all the parameters that you select
For example, you could send an enrollment reminder letter to all persons eligible for a benefit who have not made an election by a certain date.
You select this trigger to generate one or more batch communications for all participants who:
Have an open action item as of the effective date of the batch process
Meet the criteria of all the parameters that you select
You select this trigger to generate one or more batch communications for all participants who:
Will experience a life event based on the temporal factors of age, length of service, or combination age and length of service as of the date you select
Meet the criteria of all the parameters that you select
Note: For emerging event communications, the selection of a compensation object as a batch process parameter is optional. If no compensation object is specified, none will be used. For other batch processes, if you do not select a compensation object all compensation objects are included as a parameter.
You select this trigger to generate one or more batch communications for all participants who:
Are either eligible for a benefit or enrolled in a benefit that you select
Meet the criteria of all the parameters that you select
You select batch communication parameters to determine the criteria that a person must meet in order to receive a communication.
When you select more than one parameter, the system generates communications for those persons who meet the criteria of all the parameters you select.
The available parameters vary according to the trigger type that you select.
A listing of all possible runtime parameters follows.
Action Type Select an action type to specify that the system process persons who have an open action item effecting their enrollment as of the effective date of the batch process run.
Age Factor Select an age factor to specify that the system process persons who meet the criteria of this derived factor.
Combination Age and Length of Service Select a combination age and length of service factor to specify that the system process persons who meet the criteria of this derived factor.
Comp Object Select Rule Select a user-defined rule to limit the compensation objects that are processed in the batch run.
Eligible or EnrolledSelect this parameter to indicate if the system should process persons who are eligible for a benefit or enrolled in a benefit.
Enrollment PeriodSelect an enrollment period.
From Date Select the date from when the derived factor is computed if you use age, length of service, or combination age and length of service as a parameter.
Length of Service Factor Select a length of service factor to specify that the system process persons who meet the criteria of this derived factor.
Life Event Select a life event to specify that the system process persons experiencing this life event.
Location Select a location to specify that the system process all employees assigned to that location.
Maximum Age Enter a maximum age to use as a selection criteria instead of an age factor.
Maximum Combination Age and Length of Service Enter a maximum combination age and length of service to use as a selection criteria instead of a combination age and length of service factor.
Maximum Length of ServiceEnter a maximum length of service to use as a selection criteria instead of a length of service factor.
Minimum Age Enter a minimum age to use as a selection criteria instead of an age factor.
Minimum Combination Age and Length of Service Enter a minimum combination age and length of service to use as a selection criteria instead of a combination age and length of service factor.
Minimum Length of Service Enter a minimum length of service to use as a selection criteria instead of a length of service factor.
Mode Select Initial if you are submitting this communication batch process for the first time, or select Resend if you are re-submitting this batch process.
Organization Select an organization to specify that the system process all employees whose primary assignment is to the organization.
Person Name Select one person for processing.
Person Selection Rule Select a user-defined rule designed to limit which persons are processed by the batch run. The Person Selection Rule and the Person Name parameters are mutually exclusive.
Person Type Select one person type for processing.
Plans Not in Programs Select Yes to specify that the system process all persons for all plans not in program.
Program Select a program to specify that the system process persons enrolled in or eligible for any plans or options in this program.
Trigger Type This is the main parameter that determines the kind of communication to be sent.