Benefits Tips
Discussion List
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How to Auto close pending action items?Summary: Hi Experts, we have a requirement to Auto close the pending action items within some specified days, below is the explanation, can you please let me how can we …
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Enable or Display Personal Info Tab based on Life EventSummary: Enable or Display Personal Info Tab based on Life Event Content (required): Currently, we have Tobacco Use field in Person Info in ESS before we enroll or make …
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401k Catchup Enrollment to be enabled at start of year when Employees turns 50.Summary: Hi, We have a requirement - 401k Catchup Plan (Unrestricted) Enrollment to be enabled at start of year when Employees turns 50, currently we have used Derived F…
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Feasibility of adding Custom Fields to Me > Benefits > Your Benefits > PlanSummary: Requirement : Have the below fields to add and show in the Me > Benefits > Your Benefits > Plan Name Need to create a benfit plan called professional membership…
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Benefits: How to end unrestricted enrollment for Terminated employeesSummary: Hello, For our unrestricted program, we want that after an employee is terminated, his enrollment should no longer be visible. We know that if in an eligibility…
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Benefits: Automatic Enrollment for New Hire Life EventSummary: Hello, We have a requirement that when a new hire life event is evaluated, the employee should be automatically enrolled in the program. We're aware that if we …
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Beenfit: How to pass an option chosen to as an element which goes to payroll?Summary: Hello, we have a program named company car and it has three options as shown below. These are 3 simple options and there are no rates associated. Our requiremen…
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Occurred Date is showing up incorrectly in the Retirement Life EventHello All, Any help would be appreciated ! When the Retirement Life Event gets triggered by the Employee Status Form it is using the occurred Notification Date instead o…
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Evaluating Global Transfer Life Event – This goes to processed and closed status.Summary: Hello, We’re facing an issue concerning the life event Global Transfer. When the life event is being evaluated, it goes directly under processed and closed stat…
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How to restrict Benefit Specialist to view enrollment of employees by grade?Summary: Hello, We have the following business requirement. Actually we have 2 benefit programs. (Health Insurance and Pension Contribution) The person inheriting the ro…
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Difference between 'Available from date' and 'Effective start date' in a benefits calculation cardSummary: Hi there, I am new to Benefits and payroll modules. Our client is transitioning from a private medical provider to another starting 1st of April We are trying t…
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Is it possible to set up the option to Waive Basic Life Insurance or LTD coverage for an employee?Summary: We would like to know if it's possible to set up the option to Waive Basic Life Insurance or LTD coverage for an employee. The option would be utilized by an ad…
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Retrieving rate value information for an option not selected in the enrollment page (Fast Formulas)Summary: Hello, We are facing an issue with Benefits Module concerning a Plan and multiple options. Business Requirement is that we have a plan named Medical & Surgical …
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How to allow an employee to select Assignment for which they want to make Benefit Enrolment?Summary: We are trying to configure Annual Leave Purchase using Benefits module. Annual Leave can be purchased per assignment as there are different Absence Plan enrollm…
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What tool do you use for XML Schema validation, when it comes to your ACA file?Summary: What tool do you use for XML Schema validation, when it comes to your ACA file? Content (required): We are getting an error when we try to import to the IRS, "X…
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How to Create Benefits Eligibility Based on Multiple Participant & Spouse CriteriaSummary: I need to understand how I can create eligibility criteria based on multiple factors related to participants (employee) and their Spouse to calculate a rate. Co…
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Question around Dependent verification with external vendor and documents with Life eventSummary: Can dependent verification be pended for a particular dependent and can document of record control life event processing. Content (required): Could some one hel…
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Person Change Rule when End-dating Benefit GroupSummary: Has anyone successfully setup a Person Change/Data Change rule to attach to and trigger a life event when a Benefit Group assigned to a person is end-dated? I'v…
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Benefits: How to make options ineditable after employee submits his enrollment?Summary: Hello, We have the following business requirement for the module Benefits: Refer to below example: An employee has enrolled in benefit program; and he has chose…
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What are the best practices for configuring and triggering Life Events?Summary: We are having issues with Life events that involve HSA and FSA elections Content (required): The elections intermittently calculate based on incorrect dates Ver…
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Keep or DropSummary: Is it possible to configure LE to allow only Keep or Drop plan but no changes to options or coverage? Content (required): Requirement is to configure LE to allo…
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1095-C output reporting issues for new hires/separationsSummary: Hi All, For the 1095-C output, employees are seeing 1A for their first month of hire (we offer benefits first of the month after the date of hire) which would b…
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Enrollment Change code of 'Change option not plan' not working when there is a waive planSummary: Life eve Content (required): Life event electability rule 'Enrollment Change' is configured as 'Change option not plan'. The requirement is that employee can on…
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Certification Type is not available for PlanSummary: We have the following values in BEN_ENRT_CTFN_TYP lookup. However, when I am trying to add the Certification from Plans =>Certification tab (Enrollment Certific…
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Annual Rate Setup on Standard Rates for Unrestricted PlanSummary: Is it possible to use Annual Rates setup on a Standard Rate attached to an Option in Plan that allows Unrestricted enrollment? Content (required): Business requ…
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Additional Use Cases for "Period Determination Rule"Summary: Has anyone successfully worked with Period Determination Rules on Life Events? Content (required): I typically leave these blank, but see some additional inform…
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How to manually add an employee to ACA 1095?Summary: For some reason one of our employee has dropped of the 1095audit report, and we can't figure out why. is there a way to manually add an employee to the 1095? Co…
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Questionnaire for BenefitsSummary: Benefits Requirements Template Content (required): Hi there, I am new in implementing Benefits module, is there any reference anyone can share which I can use t…
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Enrollment opportunity for 2 plans when 1 has a plan level restriction in placeSummary: Hello, I have a requirement to for a new LE to allow employee enrolled in plan A to be provided enrollment opportunity via new LE to choose options in plan A or…
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How to add verbiage to Me=>Benefits=>Employee ResourcesSummary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):