This page will guide you through the set-up of Benefit Eligibility Rules. The Benefit Eligibility Rules are the information applied to a Benefit to determine an employee's eligibility based on multiple factors.
Create Eligibility Rules
Objective
Process
HR Manager
Determines the Benefit Eligibility requirement for the company
HR Manager
Creates Eligibility Rule(s)
Prerequisites
- Eligibility Policy should be created as a categorization for Eligibility Rules
- FetchXMLs should be prepared using 'Benefit Management - Create FetchXML Data Query' guide
Click Through
- Start in HR HUB
- Switch to Settings in the lower left corner
- Under Benefit Management, select Eligibility Rules
- Click on + New
- Name the Benefit Eligibility Rule
- Assign a Benefit Eligibility Policy based on grouping required for the Eligibility Rule in creation
- Enter a description that provides information underlining the purpose of the Eligibility Rule
- Enter a FetchXML in to the Data Query that serves the requirement of the Eligibility Rule
- Save
Result
An Eligibility Rule or set of Eligibility Rules will now be created that should be categorized under their respective Eligibility Policy or Policies.
