Flashcards in Passive Events - Chapter 7 Deck (24)
True or False - A passive event is triggered due to a change in eligibility caused by Job changes or length of time since hire
False - missing Age changes
True or False: Passive Events can be configured to run only once, or be triggered multiple times for the same employee
True or False: The benefit event type you set up to process the passive event should never be worker selectable
A passive event rule is not tied to:
A. A benefit default
B. A benefit event type
C. An eligibility rule
D. A benefit group
A. A benefit default
True or False - If you would like a dependents enrollment to end on their birthday, you need to configure the event rule to end coverage on the event date. The passive event schedule to run once a month. It will pick up all eligibility changes and remove the election as of the event date. (see passive events - process monitor - job)
What are passive events?
Passive events are used to identify employees, or an employee's dependents, which are gaining or losing benefit plan eligibility because of the passage of time.
Will employees be processed through this type of event more than one time?
Because a is a milestone only happens once, employees will only be processed through this type of event one time. For example if a passive event defines an employee as eligibility for an LTD plan only until 65, when the passive event is processed the employees will be picked up by the passive event once.
Do passive events automatically detect and can automatically add or remove benefit enrollments based on configuration of those events?
Yes, when they are scheduled to run.
Name some places where a passive event might be created.
A dependent, who is 21 and no longer eligible for coverage
An employee who is eligible for a benefit due to age
An employee who is eligible for a benefit because of years of service
Who can set up the passive events?
Benefit Administrators set up the passive event, set up a schedule which determines how often the passive event should be run. Once the event is run, the enrollment event is routed to the correct security group, the election change is submitted and the passive event is completed.
What do all enrollment opportunities require?
Benefit Event Type
What does the benefit event type determine?
It determines what plans will be included in the passive event, whether it is routed to the benefit partner, and whether the passive event is country specific. The benefit event type is then used in the enrollment event rule to further define how the passive event will be processed.
Explain how the benefit plan eligibility and Benefit group eligibility work together.
The benefit plan eligibility rule does not need to include eligibility criteria already used when creating the benefit group eligibility. For example, if the Benefit Group eligibility rule filtered out non-active employees and hourly employees, then the benefit eligibility rule only needs to have additional criteria such as full-time or management level.
When creating benefit plan or dependent eligibility rules for a passive event, It is important to understand that you may need two different eligibility rules for the same passive event. Why?
1. You will need a dependent eligibility rule to associate with the benefit plan that states if the dependent child is less than or equal to 26 they are eligible.
2. You will also need a dependent eligibility rule to associate the passive event rule that states when the dependent child is greater than 26 years old, they are no longer eligible. This rule will find all enrolled dependents over the age limit, so the passive event can allow the coverage to end.
Explain how the enrollment event rule works for passive events
This multi-tab component includes information about when benefit coverage should begin or end.
The levels of change tabs are used for insurance plans to control how many levels of coverage an employee can increase. For example, the passive event of a child reaching an age limit affects only healthcare, so the levels of change tabs do not need to be set up.
The coverage Rules tab determines what types of election changes can occur and if the employee will default into coverage or waive it if no election is entered. The configuration option of No changes allowed and May remove dependents are commonly used with passive events.
The no changes allowed option can be used in combination with defaulting. If a coverage type is included in the event but no changes are allowed, the system will open and then immediately close the event and enter the default. Be sure to select the default rule of default to priority coverage or waive.
Maintain Default Rules - If the default selected includes priority coverage, then the default rules are used to indicate what specific plan is the priority coverage for a coverage type such as medical or supplemental life.
What does the Passive Event business process do?
It can automatically route the enrollment task to either the employee or benefit partner, depending on whether the route enrollment to benefit partner checkbox is selected for the Benefit event Type. This also needs to be configured within the business process with a condition rule.
With all the benefit components created or modified, the passive event rule is where the necessary components are pulled together. This includes:
1. Benefit Life Event Type - Use the Maintain Benefit Event Type task to create a benefit event that will be used to process the passive event.
2. Benefit Plan or Dependent Eligibility Rule - The rule tells the system which employees to pull into the passive event processing
3. Benefit Group - By associating the passive event to certain benefit groups, you can run the event for segments of the employee population.
What does 'Is re-runnable'
Select the checkbox to indicate that the passive event process should evaluate the employee more than once. This is used for child overage coverage processing since the employee may have more than one child. It is not needed for an event triggered due to an employee's eligibility change due to the passage of time (for example service)
Schedule Passive Event
Passive events, which are scheduled for a future date or scheduled to recur periodically will display in this field.
Notify prior to event date
Select the number of days, weeks, or months prior to the event date that you want the system to send a preview alert.
True or False -
Passive events allow you to automatically notify employees about current or upcoming passive events and changes to their benefits.
The passive event can also send alerts to employees prior to the actual passive event being triggered.
The frequency of the alerts is configurable based on the calculated dates.
Can you schedule a passive event to generate a passive event, an alert or both
When scheduling a passive event what are things you need to consider
If it's on demand. Regular intervals. Run once in the future? daily? weekly? monthly? Start time for the event. and date range