To define participation eligibility criteria for a compensation object:You link eligibility criteria profiles to a compensation object to restrict eligibility for that benefit. You can also define participation start and end dates and required waiting periods that control when an eligible person can enroll in a benefit.
You can link participation eligibility criteria to a compensation object at the following levels in the compensation object hierarchy:
Program (Program Participation Eligibility window)
Plan type in program (Plan Type Participation Eligibility window)
Plan in program (Plan in Program Participation Eligibility window)
Plan (Maintain Plan Eligibility window)
Option in plan (Maintain Options Eligibility window)
Follow the steps below regardless of the level or levels in the compensation object hierarchy at which you define participation eligibility.
See: Compensation Objects
To define participation eligibility criteria for a compensation object:Query or enter the compensation object for which you are defining participation eligibility requirements.
Note: The window in which you query or enter the compensation object varies based on the level at which you define the participation eligibility criteria.
Navigate to the appropriate Participation Eligibility window.
Select a Participation Start Date code or rule to define when a person becomes eligible for this compensation object.
Select a Participation End Date code or rule to define the date on which a person becomes ineligible for this compensation object.
Enter the period that an eligible participant must wait before enrolling in the Wait Period Value field.
Or, select a waiting period rule.
Select the unit of measure for the waiting period in the Wait Period UOM field.
Select a waiting period Date to Use Code or rule that defines the start date from which the waiting period is calculated.
In the Maximum Enrollment block:
Enter a Value that represents the maximum length of time in which a participant can be enrolled in this compensation object.
Select the unit of measure of this value in the UOM field.
Select a rule if you use a formula to determine the maximum enrollment period for this compensation object.
Select a Determination Date Code or rule to indicate if the maximum enrollment period is determined from the participant's enrollment coverage start date or, for COBRA purposes, from the COBRA qualifying event date.
Select a value in the Applies To field if you want to limit the persons for whom the maximum enrollment period is applicable.
Save your work.
To link an eligibility profile to a compensation object:Query or enter the compensation object for which you are defining participation eligibility requirements.
Note: The window in which you query or enter the compensation object varies based on the level at which you define the participation eligibility criteria.
Navigate to the Eligibility window based on the level in the compensation object hierarchy at which you are defining eligibility.
Choose the Profiles tab and select an Eligibility Profile that determines eligibility to participate in this compensation object.
Check the Required field if a person must meet all of the criteria in this profile in order to be eligible to participate.
Note: If multiple eligibility profiles are defined, a person must satisfy all profiles marked as Required, and at least one that is not marked Required.
Check the Score field if you rank a participant's eligibility for this compensation object relative to the total evaluated population.
Check the Track Score for Ineligible Person field if you want to compute the person's score even if they do not meet all required eligibility criteria.
Choose the Rules tab if you want to use a rule to determine participation eligibility instead of an eligibility profile.
Enter a Seq (sequence) number specifying the order in which the system processes this eligibility rule relative to any other eligibility rules for this compensation object.
Select an eligibility rule in the Rule field.
Check the Derivable Factors Available field if this formula uses derived factors to determine eligibility.
Check the Required field if a person must meet all of the criteria in this rule in order to be eligible to participate in this compensation object.
Save your work.