infor.com
concierge
infor u
developer portal
Home
Groups
Lawson - Human Resources Customer Community [READ ONLY]
Default plans effecting enrollment dates for other health plans
Legacy Contributor
We have an EAP and a Wellness plan set up with their own plan categories but both as Health plan types in Lawson to automatically enroll employee based on eligiblity criteria once the BN100 or BN101 are run.
The defaulting works fine.
However, once someone is enrolled in the default plans it looks like it's effecting their ESS enrollment dates for the Health plans for medical and defaulting them to the re-enrollment dates instead of intial enrollment.
Example:
Bob is hired 9/15.
Bob is eligible for EAP, Wellness, and Health plans 10/1.
We default him for EAP and Wellness and he's enrolled as of 10/1.
When he goes onto ESS to enroll for a Health plan it's telling him that he's eligible 9/15 and not 10/1.
We have our health plans set up for intiial enrollment on the first of the month and re-enrollment has no entry dates. We found that if someone had a qualifying event this was the only way that Lawson would let us enroll someone/make a change as of the date of the event.
Lawson support sent me to this article: KB 1209114
Which wasn't too helpful since it didn't provide any assistance in getting around it.
Has anyone found a way around this?
Find more posts tagged with
Comments
Legacy Contributor
We don't have this situation. The KB article says you must set up re-entry points in BN16.1 for the Health plan in this case as enrollment already exists for HL type due to default plans. Did you try with re-entry points ? What was the system behavior with that set up ?
Ford GTL.pdf
Legacy Contributor
We have re-entry/re-enrollment dates set up for all the health plans that area all based only on adjusted date of hire.
We ran into the issue that if we set re-enrollment up with the same entry points as the intial enrollment (first of the month) then if someone had a qualifying event we were only able to change the benefits as of the first of the month instead of the date of the event (like the birth of a child). So, all of our re-enrollment dates are set to be the adjusted date of hire without a re-entry point.
Do you think changing the plan type from HL to something else would help fool Lawson? What if I switched the EAP and Wellness plan to Vacation Plan types since we don't have any vacation plans set up and then defaulted based on enrollment in Category since we have a wellness and EAP category. Do you think that might work?
Or is there a way to change the re-enrollment dates by person for those that have a qualifying event without updating the plan rules, updating that persons record, and changing them back?
Ford GTL.pdf
Robert Canham
When you set up your EAP and Wellness plans, did you create new plan categories and set the default to be within Plan Category (option O)? That should keep the defaulting separate from your regular Health Plans and still leave them in the Health Plan Type.
Ford GTL.pdf
Legacy Contributor
Yep, they are configured as follows:
Health Plans
Plan Type HL
Plan Category 25 medical
Default set to do not default
Inital Entry - 1st of the month following Adj DOH
Re-entry - Adjusted DOH
Wellness Plan
Plan Type HL
Plan Category 30 wellness
Default set to By Plan Category
Inital Entry - 1st of the month following Adj DOH
Re-entry - Adjusted DOH
Wellness Plan
Plan Type HL
Plan Category 31 EAP
Default set to By Plan Category
Inital Entry - 1st of the month following Adj DOH
Re-entry - Adjusted DOH
Ford GTL.pdf
Robert Canham
Ok, I just checked the field help for the Re-enrollments and it defines a re-enrollment as any time that an employee is enrolled in a plan type for which the employee has already had a benefit. So in this case, since they get the EAP and Wellness right away, the Health plan would be considered re-enrollment.
So, you would probably have to adjust the re-enrollment dates or try for a different benefit type.
Ford GTL.pdf
Legacy Contributor
Since lawson will only look for a re-entry date in case enrollment exists for the plan category, you may set up 2 sets of re-entry points - one for a blank employee group with re-entry points as 1st of following month and another for a group (example - QUALEVENT) with no re-entry point. But you have to move the employees into this group when there is a qualifying event and after enrollment move them out of the group. This is a lot of work (unless automated) but a feasible solution.
Ford GTL.pdf
Legacy Contributor
This is great! We utilize a lot of employee groups for our plan enrollment periods since we have unions with different entry points so we are very familiar with these.
I have to ask, how would you automate moving people in and out of the QUALEVENT group so we could do this?
Ford GTL.pdf
Important Links
Community Hubs
Discussion Forums
Groups
Community News
Popular Tags
ION Connect
ION Workflow
ION API Gateway
Syteline Development
CPQ Discussion Ask a Colleague
Infor Data Fabric
Infor Document Management (IDM)
LN Development
API Usage
FAQs, How-To, and Best Practices