Events and Restrictions in the Enrollment Process

After you’ve defined event details, Dayforce shows the Event Details screen to employees during the guided enrollment process. The Event Details screen shows the events defined for the Life Event and Mobile and Web - Life Event Enrollment as options that employees can select.

When employees make a selection here, Dayforce then enforces any associated restrictions within the election sets to which you added the events.

For example, an employee is enrolled in the employee-only option in “Medical Plan A”. The employee gets married and submits the marital status update form, triggering a Life Event enrollment. The enrollment is configured without any restrictions so Dayforce shows employee-and-spouse medical options from four different plans in the Elections screen:

List of options from different medical plans in the employee enrollment.

The administrator then adds restrictions for the “Medical Plans Family” election set including the May not change to a different plan restriction:

Restrictions associated with the event.

Now, when the employee accesses the enrollment, Dayforce only shows the employee-and-spouse option from “Medical Plan A”:

Option listed in the employee enrollment after adding restrictions.