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Inter-plan eligibility dependency for benefit plans — Cloud Customer Connect
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Inter-plan eligibility dependency for benefit plans

Received Response
edited Mar 9, 2021 7:27PM in Benefits 2 comments


How do I set up an eligibility profile where an employee once enrolled in one plan must automatically no longer be eligible for another plan?


The requirement currently is that if an employee becomes eligible for one pension plan (assigned after 2 years of continuous service), the other eligible pension plan that they will default into must be end-dated. 

Employee A defaults into Pension Plan AA on Jan 1 2019
Employee A becomes eligible for Plan BB and on Jan 1 2021 and is identified as eligible using a Benefit group (Plan BB Eligible)
Employee A must automatically be dis-enrolled from Plan AA, and now be enrolled into Plan BB solely (both pension plans should not appear)

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