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Example for Required Period of Enrollment Formula

edited Sep 15, 2020 2:35PM in Benefits




Our customer has the below requirement and are wanting to user the Required Period of Enrollment Formula. Would the above formula help in this case or will it only look at one plan at a time as they indicated.

The use case we have is that we need to control employees downgrades for the medical plan if they don't have at least 24 months in that plan and option.

The problem here is that we have one plan type for medical plans and under that we have several medical plans with some options each one. The employee can choose only one plan in the plan type and one option in the plan. This is why we need a fast formula to control this situation.

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