Investigating Participant Eligibility

Page Name	Definition Name	Usage
Benefits Eligibility Results Page	BAS_ELIG_DEBUG	Review the results of program eligibility processing for specific employees.
Job Eligibility Evaluation Page	BAS_ELIG_JOB_VAL	Review details for a specific field on an eligibility check.
Employee Event Process Status	RUNCTL_BAS027	Lists all participants in a particular process status or set of status levels.
Report on Flagged Events Page	RUNCTL_BAS008	Lists events that have had job, address, or union eligibility information changed, events that have been processed out of sequence, and events that have been disconnected during processing.
Eligible Participants Report	RUNCTL_BAS001	Lists, by schedule and benefit program, employees who are eligible to participate in company benefit programs with details on plan and option eligibility.
Ineligible Participants Report	RUNCTL_BAS_SCHED	Lists all participants who are ineligible for any benefit program (events processed to AN status) and their eligibility parameters, such as birth date and status.
Invalid Elections Report	RUNCTL_BAS_SCHED	Lists, by schedule and event, participants and their dependents, showing any errors such as coverage over the maximum or under the minimum, invalid choices, failure to meet eligibility requirements, and so on.
Missing Elections Report	RUNCTL_BAS_SCHED	Lists and provides location information for participants who did not return enrollment statements.

When you run the Benefits Administration process with the Record Eligibility Results check box selected on the Schedule and Checkpoint Restart page of the Benefits Administration Run Control component, the system performs an eligibility check for all employees who have not yet had their options prepared. The results of that eligibility check are displayed on the Benefits Eligibility Results page. You can use this information to correct errors in your eligibility rule or benefit program setup.

The system records only benefits eligibility that is appropriate to the process status of the event. For example, if the event is at a status of AS or later, the system does not record program eligibility checks, because program eligibility is determined before events are assigned. And if the event is at a process status of PR or later, the system does not record option eligibility for that event because its options have already been prepared.

The system follows these procedures when it makes eligibility checks and records their results:

The system starts by checking eligibility for eligibility rules associated with benefit programs.

If a benefit program fails the eligibility check, the system records that eligibility check but then moves on to the next benefit program in the sequence.
After all benefit program eligibility has been processed, and if eligibility for only one program has been met, the system begins testing all the option-level eligibility rules associated with that benefit program.

Use the Benefits Eligibility Results page (BAS_ELIG_DEBUG) to review the results of program eligibility processing for specific employees.

Navigation:

Benefits > Manage Automated Enrollment > Investigate Exceptions > Benefits Eligibility Results > Benefits Eligibility Results

Field or Control	Description
Type	Indicates a standard eligibility rule or a geographic rule.
Rule Result	Indicates the participant's overall eligibility for the benefit program or option according to the eligibility rule being reported. It is the logical result of all of the individual field tests.

Eligibility Fields

This group box displays each eligibility field tied to the eligibility rule and indicates whether the participant failed or passed the eligibility check for that particular field.

Field or Control	Description
Field Compared	Click a field name to display the corresponding Job Eligibility Evaluation page. This page presents the evaluation results for each job that contributes to eligibility, along with details of the eligibility rule being applied.
Field Result	Indicates whether the employee passed or failed the criteria set for this eligibility field. Location Postal Code may appear next to the result if the eligibility field is State, Postal, or Geographic Location. This means that the criteria for the eligibility field was set up to match either the employee's home or work address.
Active Only	Indicates whether the eligibility check was made on only the employee's active jobs.
Group Method	If multiple jobs are active, displays the grouping method setup for the eligibility field.
Evaluation Method	If multiple jobs are active, displays the evaluation method setup for the eligibility rule.

Use the Job Eligibility Evaluation page (BAS_ELIG_JOB_VAL) to review details for a specific field on an eligibility check.

Navigation:

Click a link in the Eligibility Fields group box of the Benefits Eligibility Results Page to access the Job Eligibility Evaluation page.

Field or Control	Description
Pri Job (primary job)	If multiple jobs are active, this check box indicates whether this employee job record for the listed benefit record is the primary job.
Incl Elig (include eligibility)	If multiple jobs are active, this check box indicates whether the Include for Eligibility check box is enabled or disabled for the listed employee job record.
Field Value	The system displays the value that the participant has in that field that is being compared against the eligibility rule.
Job Result	Possible values include: Eligible: The job passed the eligibility check. Ineligible: The job did not pass the eligibility check. Not evaluated: The job did not contribute any data to the eligibility check. This could be because the group method was set to Primary and this was not the primary job for the benefit record, or the Include for Eligibility setting was not set for this job, or job status was set to Active Jobs Only and the job status was inactive.
Maximum Service Months and Maximum Service Months	Display the parameters that are set up for the eligibility field on the Eligibility Rules table.

Use the Report on Flagged Events page (RUNCTL_BAS008) to lists events that have had job, address, or union eligibility information changed, events that have been processed out of sequence, and events that have been disconnected during processing.

Navigation:

Benefits > Manage Automated Enrollment > Investigate Exceptions > Report on Flagged Events > Report on Flagged Events

Field or Control	Description
Schedule ID	To print flagged events from all schedules, leave this field blank.
Include Summary	Select to include summary information on all flagged participant events.
Reports Participants Flagged for	Select all of the criteria in this group box to use when reporting on selected participants.

Investigating Participant Eligibility

Pages Used to Investigate Participant Eligibility

Understanding Participant Eligibility Processing

Benefits Eligibility Results Page

Eligibility Fields

Job Eligibility Evaluation Page

Report on Flagged Events Page