To associate an option with a plan:You use the Maintain Plan Options window to associate an option with a plan.
Advanced Benefits users can define how life event reasons impact a person's participation eligibility for an option in a plan.
To associate an option with a plan:Enter or query a plan in the Plans window.
Choose the Options button.
Enter a Seq (sequence) number for an option you are associating with this plan if you want the options to display in a particular order in the enrollment window.
Note: Advanced Benefits customers can use sequence numbers to control the interim coverage assigned when an election is suspended.
Select an Option you are associating with this plan.
Select the Status of the option.
Pending: No participants are actively enrolled in this option, but could be in the future if you change its status to Active. Eligibility processes operate on this option in "evaluate-only" mode, but do not create active records. Select the Pending status when setting up an option that possibly may not become Active.
Inactive: No participants currently are enrolled in this option in this plan, but may be in the future.
Active: Participants currently may be enrolled in this option in this plan.
Closed: No participants are enrolled in this option in this plan, nor will any enroll in the future (unless you reactivate the plan).
For Advanced Benefits users, enter the numeric identifier in the IVR field that participants use to identify this option using interactive voice response or telephony technology.
Enter the URL for this option in plan in the Web Address field if participants can enroll in this option by using the product's self-service web interface.
Enter a URL in the Web Address field to create a hypertext link from this option name on an Oracle Self-Service Human Resources benefits enrollment web page to a URL containing information about this plan. This URL can reside on an intranet or the World Wide Web.
Choose the Eligibility tab.
For Advanced Benefits users, check the Participation Eligibility Override Allowed field if the standard eligibility criteria that this option inherits from this plan can be overridden.
Checking this field is useful when you want to allow special circumstances for participation in this option, such as a negotiated benefits package for a new hire.
For Advanced Benefits users, check the Track Ineligible Person field to cause the system to track persons who are found ineligible for participation in this plan when the Participation batch process is run.
Note: You use the View Participation Information window to view the compensation objects for which a participant is either eligible or ineligible.
Note: You must check this field if you determine benefits eligibility based on temporal factors, such as age or length of service.
Choose the Dependent Criteria tab.
Select a person type or person type combination in the Eligibility Check field to determine eligibility for this option for these person types.
Select if the participant's eligibility for this option is based on dependent eligibility in the Eligibility Check field. Choose one:
Participant: The participant is eligible if he or she meets the participant eligibility requirements associated with the option. Eligibility for the option is not based on dependent eligibility.
Participant and Dependent: The participant is eligible only if he or she meets the participant eligibility requirements associated with the option, and his or her dependents meet the dependent eligibility profiles and designation requirements associated with the option.
Dependent Only: The participant is eligible if the participant's dependents meet the dependent eligibility profiles and designation requirements associated with the option. If you select this value, the system does not check for participant eligibility.
Select a Family Member Code or rule to indicate the kind of family members that must be recorded in a participant's contact record in order for that participant to be eligible for this option.
Note: Family Members are recorded in the Contact window.
Save your work.