Table of Contents
DEFINE BENEFIT EVENT TYPES#
Open Enrollment is triggered by events whether those are life, work, mass open enrollment or ad hoc events.
Clients are required to define what event types suit their needs. Common event types are Mass Open Enrollment, Birth of Child, Marriage, Adoption, Divorce, New Hire, Termination etc..
Tied to each event type are the benefit plans that employees will be eligible to elect into or make changes to.
Define Benefit Event Types data is stored in the P2K_BE_EVENT_TYPES and P2K_BE_EVENT_TYPE_USAGES tables.
- Event Type
- This is the Event Type code used to classify events, whether those are life events, work events, mass open enrollment or ad hoc events. These are user defined.
- Open Enroll Type
- This determines if the event is a life/work event, a mass open enrollment, an ad hoc event or an event that is Always Open.
- Description
- This provides a brief description of the event. This description will be carried over to IBOE when an OE period is created. If a description is provided in UBOE it will override the description in IBOE. This is also what is displayed to the employees in WEBEV for the life/work events.
- Days Open
- This states how long the enrollment is to be left open. This is used to calculate the Open Enrollment End Date for life / work events.
- Proof Required
- If employees are required to submit proof that the event took place, this toggle should be turned ON. For example, some carriers require a birth certificate or a marriage license.
- Allow Auto Open Enrollment
- This toggle allows an open enrollment period to be automatically generated if a life/work event is recorded in WEBEV / IBEV. This is only used for life/work events. If the toggle is not checked for any plans associated to the event, an Open Enrollment will not be created and the Administrator is responsible to create the Open Enrollment period for the employee.
- Standing
- Standing is used to indicate the status of the event type, it may be frozen, obsolete, active.
- Event Type URL
- This field allows clients to include a URL for employees to gain more information on the event.
- Event Type Text
- This field allows for more information to be posted on the actual event type. This will also respect basic HTML tags. Again, this will be carried over to IBOE.
Plans Affected
- Plan Election Set
- If there are Plan Election Sets that are to be included in the event, users can specify the Plan Election Set instead of listing each plan individually. This will group the plans within the plan set together.
- Plan
- Plans that are not part of a Plan Election Set but should be included in the enrollment should be listed individually.
- Description
- This is the benefit plan description which will default in once the plan has been selected.
- Election Required
- This is used to force the employee to elect a coverage from a plan. This toggle will default as checked ON if the plan’s participation rule is ‘Required’. For Plan Election Sets, if one plan in the set has ‘Required’ defined as the participation rule, then the toggle will be checked ON. This can be used to override the Participation rule for Open Enrollments by selecting or unselecting the toggle.
