Purpose Statement
This document outlines the steps for configuring Life Change Events
Configuring the Life Change Events
- From the Admin tab, go to Company Settings>Profiles/Policies>Benefits>Life Change Event Types
Note: The model comes with a list of default Life Change Event Types. These types can be deleted until they are used on an employee record.
2. Click on Add New to create a new Life Change Event Type3. You will be brought in to the set-up screen for the Life Change Event Types
- Name: The name of the Life Change Event Type as you would like it to display on the employee record and reports
- Explanation: An optional description of the Life Change Event Type
- Available To Accounts: Allows you to create a list of who should and can select the Life Event Type
- Supporting Information Fields: Allows you to determine if Extra Information, Effective Date, Supporting Documents, and up to 5 Custom Fields should be collected and/or required during the specific Life Change
- Enrollment Dates Configuration: Allows you to determine the enrollment effective date, as well as how long the enrollment period is open from the Life Event’s date.