To associate a life event reason with a compensation object:You link a life event definition to a compensation object to restrict eligibility for that benefit to participants who experience that life event.
You can also define the participation start and end dates and required waiting periods that control when an eligible person can enroll in a benefit based on the occurrence of the life event.
You can link a life event definition to a compensation object at the following levels in the compensation object hierarchy:
program (Life Event window)
plan type in program (Life Event window)
plan in program (Life event window)
plan (Maintain Plan Related Details window, Life Events tabbed region)
option in plan (Life Event Reason Impact on Eligibility window)
Follow the steps below regardless of the level or levels in the compensation object hierarchy at which you link a life event to a compensation object.
To associate a life event reason with a compensation object:Query or enter the compensation object for which you are defining participation eligibility requirements based on a life event.
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 Life Event window based on the level in the compensation object hierarchy at which you are defining eligibility based on a life event.
Select a Life Event.
Select a Participation Start Date code or rule to define when a person becomes eligible for this compensation object based on this life event.
Select a Participation End Date code or rule to define the date on which a person becomes ineligible for this compensation object based on this life event.
Check the Ignore Participation Override field to specify that the system ignore previously overridden participation eligibility results for this life event and re-determine eligibility.
Check the Overridable field to allow manual overriding of the eligibility results that the system calculates following this life event.
Checking this field is useful when you want to allow special circumstances for participation, such as a negotiated benefits package for a new hire.
Enter the period that an eligible participant must wait after experiencing this life event 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 based on this life event.
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 based on the occurrence of this life event.
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 based on this life event.
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 compensation object based on this life event.
Choose a value in the Eligible/Ineligible field that indicates if the occurrence of this life event results in a person's being eligible or ineligible to participate in this compensation object.
Save your work.