You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Move enrollment from one program to another program

Received Response
41
Views
1
Comments

Summary:

We have one program which has "Medical Plan" where the employee chooses dependents and based on the dependents selected, the rate is calculated.

We have another program where we have 3 plans: Life Insurance plan, Other benefits and Medical Plan as well.

We have 2 enrollment cycles. In cycle 1, the employees will be enrolling in medical plan.

In cycle 2, they enroll in other plans (life & other) + the enrollments done in cycle 1 should be copied into cycle 2.

I have defined one plan for "medical plan" and I'm using the same in both the programs and in cycle 2 program, I have set the enrollment to automatic as below but when I process the life event for cycle 2, the enrollments for medical (cycle 1) are not getting copied into cycle2. This is a very critical requirement for the customer. Please guide how to achieve it.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!