Use this screen to specify whether the Life Event requires approval before being inserted into the Employee Life Events table. Life Event information is established in the Life Event Codes screen in Costpoint Employee (Costpoint Benefits in Costpoint 4.0). You can also use this screen to specify which user-flow an employee should go through when the life event is selected in ESS 3.1.
For new records, populate the Life Event field and assign ESS modules by selecting the New Line button on the toolbar to populate the row(s) in the ESS User Flow group box. Once the screen is populated, save the record.
You can also enter free-form alphanumeric text in this screen that will appear as instructions when employees access the Life Event record in the Life Events/New Hires module in ESS.
Set up this screen before implementing ESS' Life Events module. If you specify no life events in this screen, the Life Events module will be unavailable in ESS.
Enter, or use Lookup to select, the Life Event code that the employee will be able to select in the Life Events/New Hires module in ESS. If you use Lookup, all Life Event codes from the Life Events table will be available for selection. If you populate this field and a record has already been saved in the system (with assigned ESS modules), you will receive a message indicating that the record already exists, and to use Query or Find to access the record.
Select this checkbox to indicate that the record must be approved in the Approve Employee Life Events screen before the life event can be inserted into the Employee Life Events table and before the employee can go through the life event's user-flow.
Select this checkbox to indicate that the Life Event represents a new hire event and a benefit plan's eligibility rules should be used to determine the benefit start date. If you do not select this checkbox, the benefit start date for any benefits elected as a result of the Life Event will not be subject to the benefit plan's eligibility rules.
Use this group box to assign ESS modules to the Life Event code by either adding individual lines or selecting the Load ESS Modules pushbutton. Employees whose records are assigned this Life Event code will be allowed to change their life event information in ESS if the settings in this screen apply.
Enter, or use Lookup to select, the ESS module that you would like to assign to the Life Event code.
This field displays a "Y" (Yes) or "N" (No) to indicate whether or not the ESS module is part of the Benefits module in ESS.
Select this pushbutton to load all applicable ESS modules in this table window.
Use this text box to enter free-form alphanumeric text that pertains to the Life Event record in this screen. When an employee selects the life event in the Life Events/New Hires module in ESS, the instructions specified here will be displayed.