Benefit Creation, Rollout, and Enrollment Guide

Benefit Eligibility Policies and Eligibility Rules

HR Managers will be required to define eligibility criteria before creating and rolling out benefits to employees for their review and selection. The Eligibility is broken down in to two elements, the Eligibility Policies and the Eligibility Rules.

The Eligibility Policies are the grouping terms for the rules to be defined by HR Managers and applied to Benefits in order to ensure that employees receive Benefits that they are entitled to. An example of Eligibility Policy and the Eligibility Rules contained within can be seen below:

Benefit Regulation
Benefit Eligibility Policy (Screenshot)	Benefit Eligibility Rule	Benefit Example
Employee Age	Employee Over 55 Eligible	Enhanced Retirement Savings Plan
Employee Age	Employees Under 21 not eligible	Product or service with age restriction

Benefit Plan Types, Benefit Plans, and Benefits

Employee Benefit creation requires a similar, layered, approach where benefits are defined by HR Managers and grouped accordingly.

The Benefit Management module is designed in a way that facilitates categorization that allows organizations to clearly detail the benefit being offered to the employees.

Benefit Categorization
Benefit Plan Type	Benefit Plan (Screenshot)	Benefit
Retirement	Retirement Savings	Enhanced Retirement Savings Plan
Retail	Product Testing	Free 1 Year Software License

Benefit Rollout

Benefit Management utilizes a 'Benefit Rollout' feature that enables HR Managers to provide the employee base with the benefits they are entitled to with the push of a button. HR Managers will need to name the Rollout event and select the employees from the list under 'Add Existing Employee'.

Employees can be searched for individually, by name, or by searching by department. Once the desired employees have been selected and entered in to the Open Enrollment record, the 'Rollout' button should be selected (Screenshot). Once the 'Rollout' button has been selected, the Benefit Rollout is complete. Employees will now have benefit records, for the benefits they are entitled to, in their Employee Self Service 'Benefit Enrollment' area.

Employee Self-Service Benefit Enrollment

Employees are able to enter Benefit Enrollment via their Employee Self-Service. Contained within the Benefit Enrollment area of Employee Self Service, employees will be presented with the benefits they are entitled to. In order to review and make a decision on an offered benefit, employees will need to enter a benefit record.

The benefit record provides the employee with all the information they need to make an informed decision on the benefit with information regarding Benefit Premium, Employee Contribution, Coverage start and end dates, and access documents relating to the policy under the 'Related' tab for more detailed policy information from the provider where applicable.

Employees will be required to select a participation option, this can be 'participate' to enroll on to the benefit, or 'waive' to reject the benefit (Screenshot). Once the 'Submit' button has been selected, this is transferred to the HR Manager for their review and approval. The employee can continue to access the record and using the Business Process Flow at the top of the record, view where in the process the benefit enrollment is.

Whether the employee has chosen to participate in or waive their eligible benefits, the process is the same for the HR Manager. The HR Manager enters 'Benefit Enrollments' under Benefit Management in the HR Hub app, selects and enters the record. From this form, the HR Manager can see the employee participation option and enter their decision. If the HR Manager is required to use the 'Reject' option, then a comment box will appear so a notification can be entered so the employee is informed as to why the benefit enrollment has been rejected. Where the HR Manager Decision is 'Approved' or 'Rejected' there will be a 'Submit' button to finalize the process of enrollment (Screenshot).

HR Managers use the Benefit Enrollments area to review the status of a benefit during the enrollment process, for example, the status of an approved benefit will show 'Approved' or benefits that are yet to receive an HR Manager Decision will show 'In Progress', or 'rejected' for benefits that have been rejected by the employee or where an enrollment has been rejected by the HR Manager.

During the benefit enrollment process or when the process is complete, employees are able to view their approved and rejected benefits separately using the Benefit views. To do so, employees should enter Benefit Enrollments under Employee Self-Service and use the drop down menu, defaulted to 'Active Employee Benefit Enrollments' and change that to either 'My Approved Benefits' or 'My Rejected Benefits' (Screenshot).