Configure Life Event Enrollments

Life Event or Mobile and Web - Life Event Enrollments provide eligible employees the ability to enroll in benefits because of a life event. Life Event Enrollments must be associated with an appropriate HR Event Qualifier in the Eligibility tab to trigger the enrollment. See Configure Eligibility. Mobile and Web - Life Event Enrollments are available for eligible employees to access between the available dates after you publish the enrollment. Mobile and Web - Life Event Enrollments doesn't support associating HR Event Qualifiers to assign the benefit plan's coverage begin rules for the employee's selected event.

Dayforce doesn't show the following fields and sections when configuring Mobile and Web - Life Event Enrollments:

• Communication Start Date
• Communication End Date
• After
• Then
• Enrollment Reminder Notification section
• In the Dependent Verification section:
  • Based on Communication End Date
  • Document Submittal Period (offset)

To configure Life Event or Mobile and Web - Life Event enrollment types:

1. Go to Benefits Setup > Enrollments.
2. In the Load dialog box, open the enrollment that you want to work with. The Properties tab shows.
3. In the Enrollment Title field, enter a name for the enrollment.
4. In the Reference Code field, enter a code to identify the enrollment in imports and exports. This value must be unique.
5. (Optional) In the Description field, enter descriptive information for the enrollment.
6. In the Workflow drop-down list, select a workflow with which to associate the enrollment. The default value is the first option in the drop-down list.
7. In the Available From field and, optionally, the Available To field, enter or select a date. The default value for the Available From field is today’s date.
8. Select the Suppress Annual Amount checkbox, and Dayforce doesn't show any annual costs in the employees' guided enrollment process. To have Dayforce show these costs, clear the checkbox. This checkbox doesn't show when you select the Enable Flex Credit Benefits checkbox for the Mobile and Web - Life Event enrollment type with a country selection of Canada.
9. (Optional) In the Coverage Effective Date drop-down list, select one of the following options:
   • Plan Coverage Begin Date: For Life Event Enrollments, the coverage effective date is determined by the plan's coverage begin rule. For Mobile and Web - Life Event Enrollments, the coverage effective date is determined by the later of either the earliest date of the plan’s coverage begin rule or the event date.
   • Date Enrollment is Completed: For Life Event Enrollments, if the enrollment's coverage effective date differs from that of the plan, the later of the two dates is used. For Mobile and Web - Life Event Enrollments, the coverage effective date is determined based on whichever dates come later in the following options: the earliest date of the plan’s coverage begin rule, the event date, or the current date.
10. In the Communication Start Date drop-down list, select one of the following options:
    • Effective Date Of Event: The Event Date specified on the Life Event Declaration Form is used.
    • Date Event is Committed: The date the change is committed is used. Changes are either committed manually in the Recalculation Results tab of Benefits Administration, or automatically when the Benefits Update Coverage and Rates background task commits the change, if it's configured to do so.
11. In the Communication End Date drop-down list, select one of the following options:
    • Effective Date Of Event
    • Date Event is Committed
12. (Optional) Under After, enter a number in the text field and select days, months, or years in the drop-down list.
13. In the Then drop-down list, select one of the following options:
    • 1st of following month
    • 14th of following month
    • 15th of following month
    • Next 1st of month
    • Next 14th of month
    • Next 15th of month
    • Next pay period
    • Next 1st of Quarter
    • Next 1st of year
    • Immediately
14. In the example below, if the event effective date is June 11, the communication end date is August 1:
15. 
14. If you want to include decision support information for medical plans in the enrollment, select the Enable Decision Support checkbox. Dayforce shows this field for enrollments with a country selection of United States of America or Any Country. You must include medical plans (health plans with the word "medical" in the subtype name) in the enrollment if you want to enable decision support. See Benefits Decision Support.
15. Select the Enable Employee and Dependent Tobacco/Smoker Status Information checkbox if the enrollment includes benefit plans that use employee qualifiers based on the employee’s tobacco status. This checkbox doesn't show for the Mobile and Web - Life Event enrollment type with a country selection of Ireland or United Kingdom.
16. Select the Enable Flex Credit Benefits checkbox to configure plans that are subject to flex credit benefits in the enrollment. When selected, employees can use the credit amount associated with the flex credit plans for their elections. When cleared, you can’t save the enrollment after adding plan options that are subject to flex credit benefits to the election sets. Dayforce shows this checkbox only for the Mobile and Web - Life Event enrollment type with a country selection of Canada.
17. Select the Enable Dependent Verification checkbox to enable dependent verification in the enrollment. When selected, employees can upload supporting documents to verify dependents covered in the benefits plan of the enrollment. The following options show after you select this checkbox. Select one of the following options:
    • Select Based on Event Date and, in the Document Submittal Period (days) field, enter the number of days starting from the event date for employees to submit the dependent verification documents.
    • Select Based on Communication End Date and, in the Document Submittal Period (offset) field, enter the number of days starting from the communication end date for employees to submit the dependent verification documents. You must enter a value greater than or equal to zero in this field.
18. (Optional) Select the Notify users to complete enrollment checkbox to show the properties and text fields to configure an enrollment reminder notification for employees. Do one of the following:
    • Select One-time Reminder and enter a value in the Days before communication end date field to set the reminder date. For example, if you enter 2, Dayforce sends a single reminder 2 days before the communication end date. If you enter 0, the reminder is sent on the communication end date.
    • Select Daily Reminder and enter a value in the Days starting before communication end date field. Dayforce sends a reminder every day starting the number of days that you've entered before the communication end date.
19. Important: You must also schedule the Benefits Enrollment Reminder background job for notifications to be sent. See Benefits Enrollment Reminder.
19. Click Save.

When you publish the enrollment, employees receive a notification that it's available.

Employees can find notifications of available enrollments, and reminders to complete them, in Message Center. Employees also receive a message by email if they have a valid email address, for which notifications are enabled, entered in Dayforce. See Enable Email Notifications.