Defining an Action Item Due Date (Advanced Benefits)

You use the Action Types window to enter the date by which a person must complete an action item associated with a compensation object.

Action items include enrollment certifications, and dependent and beneficiary designation requirements.

arrow icon   To define an action item due date:

  1. Query the compensation object for which you are defining an action item due date in the Program Enrollment Requirements window or the Plan Enrollment Requirements window.

  2. Choose the Action Types button.

  3. Select an action item in the Action Type field.

  4. Select an Action Type Due Date code or rule.

  5. Save your work.