Create Eligibility Rules
Objective
This page will guide you through the set-up of Benefit Eligibility Rules. The Benefit Eligibility Rules are the information applied to a Benefit to determine an employee's eligibility based on multiple factors.
Process
HR Manager
Determines the Benefit Eligibility requirement for the company
HR Manager
Creates Eligibility Rule(s)
Prerequisites
- Eligibility Policy should be created as a categorization for Eligibility Rules
- FetchXMLs should be prepared using 'Benefit Management - Create FetchXML Data Query' guide
Click Through
- Start in HR HUB
- Switch to Settings in the lower left corner
- Under Benefit Management, select Eligibility Rules
- Click on + New
- Name the Benefit Eligibility Rule
- Assign a Benefit Eligibility Policy based on grouping required for the Eligibility Rule in creation
- Enter a description that provides information underlining the purpose of the Eligibility Rule
- Enter a FetchXML in to the Data Query that serves the requirement of the Eligibility Rule
- Save
Result
An Eligibility Rule or set of Eligibility Rules will now be created that should be categorized under their respective Eligibility Policy or Policies.
