Benefit Eligibility

Benefit eligibility is used to determine when employees will be able to use and pay for benefits they receive. Eligibility is split into two dates for benefits. The first is the coverage date when the benefit can be used by the employee, and the second is the premium date when the benefit will be paid for.

Benefit Eligibility

Open a Benefit Code from Benefits Administration > Installation and Maintenance > Benefit Codes.
Open up the Eligibility tab of the Benefit Code

Coverage

The coverage can be setup to start a certain number of days or months after a specific date. The coverage could be set to start 2 months after the initial hire date for example. This can be thought of as how long an employee must wait before their coverage goes into effect.

Figure 1. Coverage start date options

1	Select the date to use as the starting point.
2	Coverage can start from the nearest day or from the nearest month: Select Day if the coverage should start to the nearest day, even if that day would land part-ways through a month. Select Month if the coverage should begin on the first day of the closest month.
3	The number of days (or months) after the selected date when the coverage will be effective.

An employee initially hired on January 14^th would have coverage on March 14^th if coverage starts on the first Day following 2 Months from the Initial Hire Date.

However, that same employee would have coverage on April 1^st if coverage starts on the first Month following 2 Months from the Initial Hire Date.

Premiums

Premiums can be effective at the same time as the coverage, or can be delayed a number of months from the coverage date. The expiry date for the premiums can similarly delayed from the date when coverage expires. This allows the premiums to be offset by some period of time from the coverage.

Figure 2. Premium effective and expiry date options.

1	Premiums can start on the nearest day or from the nearest month. (This is the same as how the coverage works.)
2	The number of months after the coverage date when the premiums will be effective.
3	Premiums can expire on the first or last day of the month.
4	The number of months after the coverage has been expired when the premiums will expire.

An employee whose coverage was effective on March 14^th would have premiums effective on April 14^th if premiums are effective on the first Day following 1 months after coverage starts.

However, that same employee would have premiums effective on May 1^st if premiums are effective on the first Month.

Save Eligibility

Press OK to save the eligibility dates.