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Dental Plan Lock Configuration (Required Period of Enrollment) — Cloud Customer Connect
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Dental Plan Lock Configuration (Required Period of Enrollment)

Received Response
edited Feb 22, 2021 7:54PM in Benefits 6 comments


Dental Plan Lock = 2 years and cannot enroll in another plan during OE after 2 years is up, can enroll in other options within that "locked" plan



I have a requirement that says an employee is enrolled in a Basic Dental Plan for 2 years after initial election.  They can change options but cannot change plans.  EX:  they can add or remove dependents to choose another tier within the plan, but they cannot move to another dental plan until 2 years has passed.  

See attached for configuration details. 

Written details: 

  • I use the seeded fields on the  basic dental plan > enrollment train stop > highlight the plan > scroll down on the general tab and select > required period of enrollment again on the plan: unit of measure = Years and number of units in period = 2.

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