The "Waiting Period Rule" menu allows you to set up the waiting period rules globally for all of your employees. 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. 

You can also use the "Waiting Period Rule" tab within a benefit 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, you can create a rule where they will gain benefits on the first of the month following that 30 or 60-day period.

Employee eligibility rules can be used to administer a longer or shorter waiting period for employees in different states or departments as well. There are 13 separate benefit eligibility rules that can be used with employee eligibility rules if needed. Some rules may come with the days/months that employees must wait, whereas others are generic and do not need specific days/months entered.

The rules created here should be the first time an employee would ever be eligible for benefits, such as:

• If no waiting period exists in the system and employees gain benefits on their hire date, a rule should be created where all employees will gain benefits 0 days from their hire date. 
• If an employee gets basic life from their employer on their hire date but medical, dental, and vision benefits 30 days from their date of hire, the global waiting period rule should state that employees have to wait 0 days from their hire date. At the benefit level, you will place a "30 days from date of hire" rule on medical, dental, and vision. Administrators would not place a 30-day rule here and then a 0-day rule from hire date rule on the basic life benefit. This should be considered like a waterfall, where the waiting period rules in this section encompasses the top pond.

Adding a Waiting Period Rule

1. Select the applicable employee eligibility rule.

   

2. Select the benefit eligibility rule.

   

3. Enter the days/months if applicable with your benefit eligibility rule.

   

4. Click Save when finished. The waiting period rule will populate the list below.

Editing a Rule

1. Click the edit icon to the left of a waiting period rule.

   

2. The details of the rule will populate the fields above. Adjust the fields as necessary.

   

3. Click Save 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.