Costpoint Online Help

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Enrollment/Coverage Rules Tab

Use the Enrollment/Coverage Rules tab to define additional rules for this benefit plan.

Enrollment Rules

Use this group box to define the open enrollment period and which events allow for different times of enrollment. This group box is for information only.

Field	Description
Any Time	Select this check box if there is no time restriction on enrollment for this benefit plan. If you select this check box, the remaining check boxes and fields in this group box are disabled.
On Hire	Select this check box if an employee should be enrolled in this plan upon being hired. Your entry in the Grace Period Days field defines the grace period for enrolling after the hire date.
On Qualifying Life Event	Select this check box if the enrollment can be changed because of a qualifying life event.
Open Enrollment Period	Select this check box to if you want to define a period during which employees may enroll for this benefit. If you selected this check box, both the Open Enroll Date and Grace Period Days fields are active and required. Note: You must select either the Any Time check box or one of the On Hire, On Qualifying Life Event, and/or Open Enrollment Period check boxes.
Open Enroll Date	Enter the date, in MM/DD format, on which open enrollment in this benefit plan begins. This field is required only if you selected the Open Enrollment Period check box.
Grace Period Days	If you selected the Open Enrollment Period check box, you must enter the number of days an employee has beyond the open enrollment date to enroll in this benefit plan. If you selected the On Hire check box, you must enter the number of days an employee has to enroll.

Coverage Rules

Field	Description
Core Benefit	Select this check box if this benefit is automatically granted to an employee, unless specifically waived.
Eligible for COBRA	Select this check box to indicate that this benefit needs to be offered as a part of COBRA continuation. This is for information only.
Dependents Eligible	Select this check box if dependents can be covered under this plan. If you do not select this check box, you cannot assign employee dependents to this benefit plan.
Dependent Spouse or Child	Select this check box if only the spouse or child of the employee are the only dependents eligible for this plan. This will be used when assigning dependents to plans.
Beneficiaries Required	Select this check box if you selected Life Insurance in the System Benefit Type field and you require beneficiaries to be assigned to life insurance plans. This check box is for information only.
Disability Exclusion	Select this check box if disabled persons are excluded from this benefit plan. This check box is for information only.
Requires Approval	Select this check box if the plan requires approval before it is effective.
Require PCP Name and Number	Note: This check box displays only if you are using Employee Self Service 3.0. If you select this check box, employees will be required to specify the Primary Care Physician (PCP) name and number when the benefit plan is elected in Employee Self Service or when the benefit plan is assigned to the employee in Costpoint.

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Enrollment/Coverage Rules Tab

Use the Enrollment/Coverage Rules tab to define additional rules for this benefit plan.

Enrollment Rules

Use this group box to define the open enrollment period and which events allow for different times of enrollment. This group box is for information only.

Field	Description
Any Time	Select this check box if there is no time restriction on enrollment for this benefit plan. If you select this check box, the remaining check boxes and fields in this group box are disabled.
On Hire	Select this check box if an employee should be enrolled in this plan upon being hired. Your entry in the Grace Period Days field defines the grace period for enrolling after the hire date.
On Qualifying Life Event	Select this check box if the enrollment can be changed because of a qualifying life event.
Open Enrollment Period	Select this check box to if you want to define a period during which employees may enroll for this benefit. If you selected this check box, both the Open Enroll Date and Grace Period Days fields are active and required. Note: You must select either the Any Time check box or one of the On Hire, On Qualifying Life Event, and/or Open Enrollment Period check boxes.
Open Enroll Date	Enter the date, in MM/DD format, on which open enrollment in this benefit plan begins. This field is required only if you selected the Open Enrollment Period check box.
Grace Period Days	If you selected the Open Enrollment Period check box, you must enter the number of days an employee has beyond the open enrollment date to enroll in this benefit plan. If you selected the On Hire check box, you must enter the number of days an employee has to enroll.

Coverage Rules

Field	Description
Core Benefit	Select this check box if this benefit is automatically granted to an employee, unless specifically waived.
Eligible for COBRA	Select this check box to indicate that this benefit needs to be offered as a part of COBRA continuation. This is for information only.
Dependents Eligible	Select this check box if dependents can be covered under this plan. If you do not select this check box, you cannot assign employee dependents to this benefit plan.
Dependent Spouse or Child	Select this check box if only the spouse or child of the employee are the only dependents eligible for this plan. This will be used when assigning dependents to plans.
Beneficiaries Required	Select this check box if you selected Life Insurance in the System Benefit Type field and you require beneficiaries to be assigned to life insurance plans. This check box is for information only.
Disability Exclusion	Select this check box if disabled persons are excluded from this benefit plan. This check box is for information only.
Requires Approval	Select this check box if the plan requires approval before it is effective.
Require PCP Name and Number	Note: This check box displays only if you are using Employee Self Service 3.0. If you select this check box, employees will be required to specify the Primary Care Physician (PCP) name and number when the benefit plan is elected in Employee Self Service or when the benefit plan is assigned to the employee in Costpoint.