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Setting Up the Auto Benefit Birthday Change

The Auto Benefit Change (ABCG) page allows an HRM administrator to specify what an employee should be enrolled in when the Auto Change batch job identifies a birthday change generated by an ATTR trigger.

To set up the auto benefit change, open the ABCG page and perform the following steps:

1. Select the Create button.

2. Complete the Auto Benefit Change section.

3. Birthday - If auto benefit enrollment to be based on birthday, then the  Birthday check box needs to be checked (true).

For example; To handle the situation in which an employee experiences a birth date change resulting the employee to be 50 years or older and is now eligible/ to be enrolled for the Catch-up plan, expiring the existing benefit plans the administrator will check the Birthday check box.

Note: If the Birthday check box is checked, then the Retro check box should be unchecked (false). The Retro and Birthday check boxes cannot be selected together.

3. Complete the New Current Age section.

If the Birthday check box is checked (true), then below fields are required to be populated.

1. Age to be  - allows you to specify the age range for employees. This field has the following valid values:

2. Equal To or Greater Than - Use if age to be greater than or equal to the new current age value.

3. Equal To or Lesser Than - Use if age to be lesser than or equal to the new current age value.

4. New Current Age - Use to enter the age value.

4. Complete the Prior Policy/Type/Plan Changes section.

5. On the Component tab, if the asset is not a composite asset:

• Prior Benefit Policy - The prior benefit policy that the employee was assigned to before the benefit policy change. This is a required field.

• Prior Deduction Type - The prior deduction type that the employee was enrolled in that they no longer should be enrolled in when their benefit policy changes.

• Prior Deduction Plan - The prior deduction plan that the employee was enrolled in that they no longer should be enrolled in when their benefit policy changes.

6. Complete the New - Current Policy/Type/Plan Changes section.

• New - Current Benefit Policy - The new - current benefit policy the employee has been assigned to. This is a required field.

• New - Current Deduction Type - The new - current deduction type the employee is to be enrolled in.

• New - Current Deduction Plan - The new - current deduction plan the employee is to be enrolled in.

*NOTE: An employee does not have to have a prior deduction type and plan to have a new deduction type and plan specified. And, an employee does not have to have a new deduction type and plan when a prior deduction type and plan were specified.

7. Click Save.