Modeling a Person's Benefits Eligibility (Advanced Benefits)

You use the Determine What-If Eligibility/Ineligibility Participation window to model the impact of an HR change to a person's eligibility and electability for benefits.

Note: The system automatically rolls back the proposed data changes and eligibility results when you clear or exit the window.

arrow icon   To model a person's benefits eligibility:

  1. Query the Name of the person for whom you want to model benefits eligibility.

    Note: The person's current eligibility and electability for benefits is displayed in the Eligibility and Electability tabbed regions.

  2. Choose the Data Changes tabbed region.

  3. Enter the data change or changes for which you want to model eligibility by clicking into the appropriate field and entering or selecting a value.

    Note: The available data change fields are limited to the data changes associated with your life event definitions and to derived factors such as salary and hours worked.

  4. Enter the Effective Date of the proposed data changes.

  5. Choose the Process Events button to determine eligibility and electability for benefits.

    The system displays the hierarchical structure of compensation objects for which the person is eligible based on the data changes you selected.

  6. Choose the Eligibility or Electability tabbed region to view the results of the eligibility modeling.

  7. You can view rate information for a plan or option by highlighting the rate in the Eligibility or Electability tabbed region and choosing the traffic light button.