Related topics

Employer Setup

Open Enrollment Setup Overview

Life Event setup overview

Life Event setup is the final step in preparing your Sage Benefits Enrollment system to enable employees to record life changes that may also require benefit plan changes.  

Note: If a life event is currently in use or has been used but not yet posted to Sage Employee Self Service, changing it could invalidate enrollments in process or current enrollments not yet posted to Sage HRMS.

Qualified Life Event

A qualified life event is a personal event (such as the birth of a child) that lets the employee change their benefit plans outside of the normal open enrollment period. Based on IRS guidelines, the employee has a limited period of time from the date of the qualified event to notify the employer of the event in order to change their benefits.

Before you begin

First, refer to Prepare for Open Enrollment and Life Events to make sure you have set up all other required information for life events. As you go through setup, you specify the following information:

  • A clear description of the life event
  • The period of time from the date of the event the employee has to change their benefits
  • The date on which the benefit changes are effective
  • The types of changes the employee can make
  • The plan groups (benefit plan categories) in which the employee can make changes
  • Welcome text message
  • Links to external information, for example, your company's BenefitsHandbook.pdf
  1. Select Benefit Setup > Life Events to open the Life Events page.
  2. The list shows each life event that has already been set up in Sage Employee Self Service, including the event type. From this page, you can add, edit or delete a life event:
    • Click New to set up a new life event.
    • Click Edit to edit a life event.
    • Click Delete to delete a life event. After confirming the deletion, the system deletes the life event record.
  3. If you add or edit, the Life Event Setup wizard opens. Make the appropriate changes or additions to the following pages, clicking Next to move through the pages.
  4. When you have completed the setup, click Done to save your changes.

Tip: After you define the life event, use the Benefit Calculator to make sure the plan costs are calculated correctly.