Add Election Sets

After you add a section to the enrollment, you can add election sets to that section. For example, an organization has an Open Enrollment that includes a "Dental and Vision Plans" section. In that section, you can add two election sets: "Dental Plans" and "Vision Plans". You can also set up a section with only one election set.

In the election set properties, you define how employees select options, set up comparison categories for those options, and for Life Event Enrollments, you can set enrollment restrictions.

For the following enrollment types, you can create only one election set for Medical Plans, Dental Plans, and Vision Plans sections:

• Mobile and Web - Open Enrollment
• Mobile and Web - New Hire
• Mobile and Web - PPACA
• Mobile and Web - Work Event
• Mobile and Web - Life Event
• Mobile and Web - Periodic Enrollment

To configure election sets:

1. Go to Benefits Setup > Enrollments.
2. In the Load dialog box, open the enrollment that you want to work with.
3. Click the Sections/Elections tab.
4. In the left sidebar, click the section to which you want to add the election set.
5. In the left sidebar toolstrip, click Add and select Add Election Set in the drop-down list.
6. Enter a name for the election set, for example, Single Medical Options, Family Health Options.
7. Choose a Selection Mode option:
   • Individual - Selections are individual options
   • Bundled- Selections contain multiple bundled options
   • For the Mobile and Web enrollment types, this option is available only for Medical Plans, Dental Plans, Vision Plans, Other Health Plans, and Other Benefit Plans sections.
8. Note: Dayforce deletes all options in the election set if you switch between selection modes.
8. (Optional) Enter the min and max values for the Number of Options Required field. If you don't enter any values, Dayforce considers the minimum and maximum values to be zero.
9. (Optional) Select an option in the Default Option Group Selection Method drop-down list to indicate how Dayforce assigns a default option to employees during enrollment:
   • Specified Option Group: Administrators set an option during enrollment setup
   • Employee’s Previous Selection: Dayforce assigns the employee’s previous selection, and if there isn’t one, doesn't assign any option
   • Employee’s Previous Selection, then Specified Option Group: Dayforce assigns the employee’s previous selection, and if there isn’t one, assigns the specified option
10. If you selected Specified Option Group or Employee’s Previous Selection, then Specified Option Group, Dayforce shows the Specified Default Option Group drop-down list where you must choose an option or option bundle from the ones included in the election set already.
11. Enter text in the Introduction field. This text acts as instructions for the election set and shows in the plan election screens during enrollment.
12. Enter text to a maximum of 2,500 characters for the following enrollment types:
    • Mobile and Web - Open Enrollment
    • Mobile and Web - New Hire
    • Mobile and Web - PPACA
    • Mobile and Web - Work Event
    • Mobile and Web - Life Event
    • Mobile and Web - Periodic Enrollment
12. Click Save.

To delete an election set, in the sidebar, click the election set and then click Delete.