What is the best way to set up Cash Allowances enrollment in Benefits?
What is the best way to set up Cash Allowances enrollment in Benefits such that it does not appear with the other insurance enrollment plans?
We have a Program with the various insurance plans to allow the participant to enroll dependents and optional plans. We also have a requirement to allow participant to apply for cash gifts/allowance such as condolence money, newborn or marriage gifts. We do not require the related person to be added as a contact but require supporting documents to be uploaded and go through HR approval.
The insurance enrollment and the cash gifts application are independent, i.e. one can enroll for insurance only or cash gifts only or both. How to design the Program/Plan/Plan not in Program to achieve the goal that a person applies for Cash Gift, the participant does not see the insurance plans and in the insurance enrollment, participant does not see Cash Gift?