The "Waiting Period Rule" tab within a benefit allows you to set up the waiting period rules for the given benefit. For example, if employees are not eligible for medical or dental benefits until after a set amount of time, such as 30 or 60 days from their hire date, they often are not eligible until the first of the month following that 30 or 60 day period.

If you want to set up global-level waiting period rules where any eligible employee at your organization should be able to elect a benefit, you can set it up from the Waiting Period Rules menu of Benefit Management. For example, if the employee gets basic life and AD&D on the hire date, then global waiting period rules should be created so your employees can reach their earliest eligibility set. 

The rule set at this level will determine the date that populates on the Benefit Eligibility Date field of the Employee Demographic Info page. 

Adding a New Rule

1. Select the Eligibility Rule from the "Employee Eligibility Rule" dropdown menu, which determines the employees the rule will apply to.

   

2. Select the applicable rule from the "Waiting Period Rule" dropdown menu, which determines the length of time until the employee becomes eligible for the benefit package.

   

3. If applicable, enter the days or months that correlate to the waiting period rule. 
   • For example, "The specified number of days following the Hire Date" is set to 60.
4. Click Save Rule. The new waiting period rule should populate the list.

   

Editing an Existing Rule

1. Click the pencil icon to the left of the waiting period rule.

   

2. The rules for the waiting period will populate the fields above.

   

3. Adjust the rules as necessary. Click Save Rule when finished.

Deleting a Rule

1. Click the checkbox to the right of the waiting period rule.

   

2. Click Delete Selected Records from the Actions dropdown menu.

   

3. Confirm the deletion.