Related topics

Preparing for open enrollment and life events

Setting up eligibility for benefits

Benefit Eligibility - Employer page

Benefit Eligibility - Organization page

Benefit Eligibility - Employment page

Benefit Eligibility - Jobs page

Benefit Eligibility - Dates page

Benefit Eligibility - Dates page

Use this page of the Benefit Eligibility wizard to specify the actual date an employee is eligible for the plan after that employee meets all other requirements.

Items on the Dates page

 
Item Description

check box Immediately Eligible

Select this check box if an employee is immediately eligible for the benefit plan. This disables all other selections on the page. (This is the default.)

Clear this check box to specify a waiting period before an employee becomes eligible for the plan.

Source Date

If the employee is not immediately eligible, select the Original Hire Date, Seniority Date, or Last Hire Date from which to calculate eligibility.

Eligibility Units

Select the units (Days, Months, Full Months, Quarters, Full Quarters, Years, or Full Years to use to calculate eligibility.
Number of Units

Type the number of the selected units to be added to the source date to calculate the period of time an employee must wait to become eligible for the plan.
Eligible Date On

Select one of the following options for the day after the waiting period that an employee becomes eligible:

  • Exact Date
  • First Day of Month Following
  • First Day of Quarter Following
  • First Day of Year Following

Example: An employee is eligible for a benefit plan after a full two month waiting period from their original hire date. Select Original Hire Date for Source Date, Full Months for Eligibility Units, type 2 for Number of Units, and First Day of Month Following for Eligible Date On. An employee hired on March 15 would be eligible for the benefit plan on June  1; (April and May are two full months; June is the following month).

Test Results Here

Use this area to test the eligibility date based on your selections:

  1. For Test Source Date, type the Source Date (in MM/DD/YYYY format) or select the date on the calendar.

  2. Click View Results.

    The calculated date displays for Eligible Date.

 

After making selections for the items on this page, click Finish to save the eligibility selections and return to the Benefit Eligibility page, where the Status column for this plan will be updated in the table.