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For companies using the Onboarding feature the employee's ONBOARDING STATUS will display whether the employee has completed the onboarding requirements. If the employee needs to re-enter their onboarding information the Reset option can be used so the next time the employee logs in they will be prompted to complete onboarding steps. 


The NEW HIRE ENROLLMENT STATUS option will display whether the employee completed their new hire enrollment requirements. If the employee needs to re-enter their new hire enrollments, the Reset option can be used so the next time the employee logs in they will be prompted to complete their new hire enrollment requirements. 


ENROLLMENT STATUS identifies whether an employee has not started, is in progress or has completed their enrollment based on the Progress Report settings on the Benefits page. 


BENEFIT COST FACTOR can be entered if the total rate or employer's contribution can be calculated based on a percentage or factor of the total rate or employer contribution. This field can be used if an employer's contribution varies based on an employee's FTE status or if the total rate varies based on a plan RAF factor. 


If an employee's benefit effective date should be different than the effective date calculated by new hire waiting period, the actual benefit effective date should be used in the BENEFIT ELIGIBLE DATE field. The BENEFIT ELIGIBLE DATE would be used in circumstances when employee statuses change from part-time to full-time or when an effective date override needs to occur. 


If an employee's benefit effective date should be different than the effective date calculated by new hire waiting period, the actual benefit effective date should be used in the BENEFIT > BENEFIT ELIGIBLE DATE field. The BENEFIT ELIGIBLE DATE would be used in circumstances when employee statuses change from part-time to full-time or when an effective date override needs to occur.  


UNLOCK ENROLLMENT DATE is used only if a company wants to lock down the site to employees who are not enrolling as a new hire or during open enrollment. Employees will not be able to make election changes due to a qualifying event on or after the date entered. Employee access can also be locked or unlocked for each employee on a mass basis by configuring the settings on the Plans > ACTIONS > Open/Lock Enrollment Dates page. 


Employee's Previous Coverage would be typically entered by the employee and accessed here. 


Employee or family member Medicare Coverage elections would also also entered by employees and accessed here. 


Guarantee Issue Amounts are enforced based on plan rules, however if Guarantee Issue Amounts vary based on an employee's previous election status or separate open enrollment rules the specific Guarantee Issue amount that applies to an employee at a point in time can be entered. For example, if the employee enrolled under Guarantee Issue as a new hires, and they are allowed to elect an additional $10,000 during open enrollment, the additional allowed amount can be entered into the Guarantee Issue Amounts field. 

 

Voluntary Worksite benefits like Critical Illness plans may calculate employees’ costs based on their age at the time they initially enroll and that cost does not change as the employee ages. If the plan uses the Original Effective Date option to calculate rates, employees enrolled will need to have their Original Effective Date entered in their Profile > Coverage page for the appropriate Plan Type. The plan will then always use the employee’s age as of this Original Effective Date going forward. If normal waiting period rules doesn't apply this field should be left blank. 


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