Change Rule Not Starting Plan Employee is Eligible For

Looking for ideas or suggestions as to why an employee's benefit type (dental in this case) does not update accordingly when performing a personnel action that now makes them ineligible for the previous plan, but they should now be changing to the eligible plan.

For Example: An employee is no longer eligible for Plan Type A; they will be removed from that employee group. They are now eligible for Plan Type B, and the employee is put in the new employee group. I've set up the change rule for the action (status change) for Plan Type B to coincide with the Personnel Action Effective Date. When I run the BN100 in report mode, nothing happens. I've had to create a "Term" rule as an error message pops up due to "no term rule defined for action."

Any and all suggestions are greatly appreciated!

Teresa

Find more posts tagged with

Infor Lawson Human Resources Group - Discussion

Comments

unknown

I don't know what version you're on, but on Cloudsuite if they're losing eligibility for one plan and gaining eligibility for another, within the same plan type, then the term rules in Plan A would apply and the re-enrollment rules in Plan B would apply.

The change rules would only apply if the Plan is the same and the employee is simply changing from one eligibility group to another within the plan.

Hopefully that helps!

deday

A Change Rule would only be used if they are staying in the group but something is changing, their salary for a % benefit ect. It sounds like you need to make sure you have Add and Term Rules for the Action Code you are using in the above scenario. Infor Lawson will look to the Add/Term rules if someone is coming into or out of an eligibility group. I hope that helps.

unknown

Thank you! It looks like the plan i'm trying to set up is currently not a "default" plan so the add rule is not working. Thank you for steering me away from Change Rules!

unknown

Thank you! This was extremely helpful...the way I was interpreting the BN Manual made me think to use a change rule...I'll be looking into the set up of the plan to allow for an add rule to work~

unknown

I am not sure this is related but here it goes. We didn't have any add or change rules setup for DC plans. I am having an issue with the change rule I setup based on the Action code HCMCHG2. Which includes a salary change. I want the DC plan to recalculate the percent the match should be based on the salary. Nothing appears to happen after I setup the change rule. For this group the employee contributes a flat amount say $25.00 at their current rate the match would be 2.1% after they receive a raise that same $25.00 should only be matched at 1.94%. They don't change eligibility, they don't change their contribution amount, only their annual salary is changing and the match calculated percent is based on that and the flat amount they contribute. HELP

Implementierungsleitfaden_Hella_GTL_DE_20120312.pdf

Copyright © 2025 Infor. All rights reserved.