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Trigger life event based on anniversary date

in Benefits 2 comments

Summary:

Hi,

We have a requirement where the life event should get triggered based on anniversary date for retirees. Eg: If the employee became retiree as of 02-Mar-24, then the life event should get triggered on 02-Mar-25.

Currently, they have 200+ retirees and its difficult to track manually.

Does anyone have any idea on how to achieve this or any workaround would be appreciated.

Thanks,

N


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