To define general characteristics of a program:You use the Programs window to date effectively create and maintain your program design. Many of the values that you set at the program level cascade to the plan types, plans, and options that you define and associate with this program.
To define general characteristics of a program:Enter a unique Program Name starting with a letter of the alphabet (not a number or symbol).
Enter a Description of the program.
Select the Program Status.
Pending: No participants are actively enrolled in plans in this program, but could be in the future if you change this program's status to Active. Select the Pending status when setting up a program that possibly may not become Active.
Eligibility processes operate on pending programs in "evaluate-only" mode, and do not create active records.
Active: Eligible persons currently may be enrolled in plans in this program.
Inactive: Current participants can remain in plans in this program, but no new participants can enroll in plans in this program.
Closed: No participants are enrolled in any plans in this program, nor will any enroll in the future (unless you reactivate the program).
For Advanced Benefits users, enter the alphanumeric identifier in the IVR field that a participant uses to identify this program using interactive voice response or telephony technology.
Select a Program Type for this program.
Select an Activity Reference Period to specify the time period in which the system expresses activity rates for all plans in this program.
Select a Program Group to group this program with other programs for reporting purposes.
Select an Enrollment Rate/Frequency. This is the rate that is communicated to participants.
Select Estimated Per Pay Period to calculate the element entry based on a fixed number of pay periods, 52 for weekly and 26 for bi-weekly pay periods.
Select the standard monetary Currency for all plans in this program.
Enter a URL in the Web Address field to create a hypertext link from the program name on an Oracle Self-Service Human Resources benefits enrollment web page to a URL containing information about this program. This URL can reside on an intranet or the World Wide Web.
For US customers, select the level at which you are administering COBRA programs in the Determine Enrollment Period Level field.
Select Program if your COBRA administration rules are set at the program level and apply to all plan types and plans in the COBRA program.
Select Plan Type in Program if your COBRA administration rules vary between the plan types in the COBRA program.
Select the All Ineligible check box to determine whether the application should enforce ineligibility for all persons evaluated. If you select this check box, then the application will find any person evaluated ineligible and will assess no further eligibility. If the person is enrolled in the compensation object, then the application will end the enrollment based on the coverage and rate end codes. The application enforces the existing eligibility hierarchy.
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 the participant to be eligible for this program.
You use the check boxes in the General tabbed region of the Programs window to set eligibility and override parameters for a program.
To define eligibility and override parameters for a program:Check the Participation Eligibility Override Allowed field to enable an override using the Participation Override window.
Checking this field is necessary if you want to allow plan participation under special circumstances, such as a negotiated benefits package for a new hire.
Attention: All plans and options in this program inherit this setting unless you specify differently at the plan or option in plan levels.
Check the Use All Assignments for Eligibility field to inform the system to consider all of an employee's active assignments (rather than just the primary assignment) when determining eligibility for this program.
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 program when the Participation 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.
Check the Use All Assignments for Rates field to inform the system to consider all of an employee's active assignments (rather than just the primary assignment) when determining activity rates for the plans and options in this program.
Save your work.