New benefit plan

Currently our short term disability plan starts taking deductions after 180 days for those that opt for the benefit. Our benefits department wants to change that and have the deduction start the 1st of the month following enrollment. They also want a 2nd plan (in conjunction with the new plan) to be informational only and show an eligibility date to start submitting claims180 days after enrollment.

Can the two plans be tied (when one is entered they other starts automatically?.

thanks

0712131256598360.doc

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unknown

Hey Colleen,

I am not an expert in Benefits Administration, but this might be possible through BN16 - Entry rules. If there is a group on HR55 - Employee Groups that house all of the employees in the Short Term Disability then Entry Rules might be able to be used to automate the entry into the 2nd benefit plan. There would have to be a date on HR11 - Employee that could be used to trigger when the benefit would start (similar to your 1st disability plan).

On the other hand this might be possible through IPA (where I have a little more expertise). A flow could be setup to trigger on the 1st of the month to query the Benefit Table for employees that started short-term disability on the 1st of the month. If the query finds a record then the flow could create a csv file to add the employee into the 2nd disability plan. When all of the records have been compiled the csv file could be loaded through BN531 - Batch Benefit Enrollment and the output of the file could be sent via e-mail notification to the benefits department. I am working on something similar for our 401(k) plan as we have an auto-escalate provision for employees that occurs at a set point on 4/1 each year.

Hope this helps. If you need assistance with the IPA option let me know. I can share with you what I have come up with so far.

unknown

Hi Colleen, per Tommy's recommendation, for the 1st of the month plan, you can set the entry points on BN16 to the first of each month, and that will make the employee eligible on the first of the month following the date you select. If you want to enroll the employee immediately but not have the deduction start taking right away, I think you will have to populate the deduction start date on BN32. Or, if you make this plan a default plan, you can run BN101 to enroll eligible employees on the first of each month.

For the 180 day plan, you can set BN16 to 180 days, and their eligibility date will be 180 days from the date you select. I think you would have to set BN15 to no coverage/no contribution for this plan.

0811130630195911.xls

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