Setting up eligibility for benefits

The Benefit Eligibility page includes a table of all current, unexpired benefit plans that were set up for your employers in Sage HRMS. The table includes the employer (or enterprise shown with ***), the name of the benefit plan, the From and To dates, and the plan's status. If the status column is Undefined, the eligibility requirements have not been set up, so that benefit plan cannot be used yet for open enrollment or life events.;

Before you begin

Before going through the setup process, determine the eligibility requirements:

• The employers and organization levels that use the benefit plan
• The types of employees who are eligible (such as those with an active status, salaried or hourly, and exempt or nonexempt)
• The minimum age required to be eligible
• The minimum number of hours per week an employee must work in order to be eligible
• The specific jobs employees must be working in to be eligible
• The waiting period before an employee is eligible

Using the Benefit Eligibility wizard

To specify or change the eligibility requirements for a benefit plan:

1. On the Administrator menu, select Benefit Setup > Benefit Eligibility.

2. The table on the Benefit Eligibility page shows all current, unexpired benefit plans set up for your employers in Sage HRMS. This includes the enterprise or specific employer, the benefit plan, the plan's effective date range, and the status of the eligibility requirements (undefined or complete).

   • Undefined: The benefit plan's eligibility requirements have not been completely set up so the plan is not available to use for Open Enrollment or in a Life Event.
   • Complete: The benefit plan's eligibility requirements have been set up and finalized so the plan is now available to use for Open Enrollment or in a Life Event.

   Click (the Edit icon) in the row of the benefit plan whose eligibility you want to define or change.

3. In the table on the Benefit Eligibility page, click (the Edit icon) in the row of the benefit plan you want to define or change.

   Note: If you no longer want to use a plan in HRMS Employee Self Service, click (the Delete icon) to change the plan status to undefined and confirm that you want to change the plan status. (The Delete icon is only available for benefit plans with a status of Complete and that are not being used in an Open Enrollment or Life Event.

4. The Benefit Eligibility wizard opens.

   Click Next to move through the pages. (You can click Back to move back to the previous page—or click Cancel to discard your changes and return to the table.)

   The wizard may include the following pages:

   • Benefit Eligibility - Employer page
   • Benefit Eligibility - Organization page (if you selected either Organization Level on the Benefit Eligibility - Employer page)
   • Benefit Eligibility - Employment page
   • Benefit Eligibility - Jobs page (if you selected the Job Code Applies check box on the Benefit Eligibility - Employer page)
   • Benefit Eligibility - Dates page
5. When you reach the last page of the wizard, click Finish to finalize your changes and return to the Benefit Eligibility page. The Status column for that row of the table shows Complete.