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Monday, December 31, 2012

How to Set Eligibility so that an Employee is not Eligible for a Spousal Life Insurance Plan unless they have a Spouse

How to set eligibility in Standard and Advanced Benefits so that an employee is not found eligible for the Spousal Life Insurance plan unless they have an eligible Spouse contact.

Solution:
Navigations:
  • Total Compensation > Programs and Plans > Plans
  • Total Compensation > Programs and Plans > Plan Enrollment Requirements
  • People > Enter & Maintain > query employee > Others button > Contacts
Requirement:
Employees/Participants should not be eligible for the Spousal Life Insurance Plan unless they have a Spouse entered on the Contact form.
Setup:
  1. Go to to Plans form for the Spousal Life Insurance plan.
  2. On the General tab, select Family Member Code 'Check Designation Requirements'
  3. Go to the Plan Enrollment Requirements form for the Spousal Life Insurance plan.
  4. On the General tab > Plan tab > Designation Requirements button, enter:
Group Relationship:  Spouse 
Type:  Dependents 
Min: 1 
Max: 1 
Relationship Type:  Spouse

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