The Benefits tab allows for the setup of each benefit within your benefit structure to be included in the event.
Navigating to Benefits for Events Configuration
- Expand Setup and click Setup Properties from the menu.
- Hover over 'Employee Portal Setup' and click Employee Portal.
- Click the Events tab.
- Click the name of the Event.
- Click the Benefits tab.
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The benefits tab will provide columns to enable and configure the following benefits:
- Included in Event
- Read Only
- Allow Employee to Waive Coverage
- Allow Employee to Choose Plan if Currently Waived
- Allow Employee to Change Plans
- Allow Employee to Increase Coverage
- Restrict Increase in Coverage in the following # of Levels
- Allow Employee to Decrease Coverage
- Restrict Decrease in Coverage in the following # of Levels
- Event Completion Days (properties override)
Special Considerations
- You will want to mark each option that applies to each benefit within the event. Any benefit you want to show in your event should be checked to be included.
- Depending on the event, make sure to enable the appropriate benefit options. For example, if an event would expect that a spouse would gain coverage elsewhere, then the benefit option to increase coverage would not apply.
- Please note that if you are configuring your event to require an event date you will only want to enter a number into the event completion days (properties override) column if you chose to override the event days listed on the properties tab. If you do not want to override you will want to leave that column blank.
- When configuring the benefits for an event, it can help to check with your carrier as to what is allowed for different qualifying life events.