Enrollment Base Date#
This component is required to establish the base date used in determining the effective date of an enrollment form.
Choose the rule that is used as the ‘Enrollment Base Date’ rule.
| Rule | Description | Logic | Assoc. | Go to |
|---|---|---|---|---|
| 00 | Use UserCalc Only | The <User Calc> specified will be executed. Specify the name of the UserCalc on the component. The UserCalc must be of the type `Function`, with a return value of the type `Date`. The User-Calc must use the RET operator to return adate value. This value is interpreted by the component as a user provided enrollment base date from which the employee’s coverage effective date is determined. | | B0030 |
| 01 | Use Processing Date | Uses the date of the benefits run (or pay period end date if benefits are processed through payroll), to determine effective date of the employee’s coverage. | B0030 | |
| 02* | Use Hire Date | Uses hire date from Employment Information (IEEI) form to determine effective date of employee’s coverage. | B0030 | |
| 03 | Use Seniority Date | Uses seniority date from Employment Information (IEEI) form to determine effective date of employee’s coverage. | B0030 | |
| 04 | Use Latest of Hire/Seniority/Processing Date | Uses the latest of hire date, seniority date, or date of the benefits run (or pay period end dateif benefits are processed through payroll). This rule is often used when a benefit is completelyoptional, such as a 401K (US) or RRSP (CDN) plan. | B0030 | |
| 05 | Use Leave Date | Uses leave date from Employment Information (IEEI) form to determine effective date of the employee’s coverage. This rule is normally only used with disability type plans. | B0030 | |
| 06 | Use Birth Date | Uses employee’s birth date from Identity Information (IEID) form plus a qualifying period to determine effective date of employee’s coverage. Sometimes used for pension type plans that becomes mandatory at age 18 or 21. | B0030 | |
| 07 | Use Termination Date | Uses employee’s termination date from Employment Information (IEEI) form to determine effective date of employee’s coverage. Used for special coverages available to an employee only after termination (retirement). | B0030 |
