1. Effective Dating
Note: The content in these slides was taken from a presentation presented at the Connections Conference March 12-15, 2013.
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2. Agenda
Deduction/Benefit Business Rules: Effective Dating
Deduction/Benefit Plan – Rates: Option/Rates
Open Enrollment Configuration: Pending Effective Date
Effective Dating
Open Enrollment Verification

3. Deduction/Benefit Business Rules: Effective Dating
The following business rules can be effective dated and can provide your employees access to updated deduction/benefit plans for an open enrollment session:
Deduction/Benefit Types
Deduction/Benefit Plans
Deduction/Benefit Group

4. Deduction/Benefit Business Rules: Effective Dating
All business rules display this message when in Effective Dating Mode.

5. Deduction/Benefit Business Rules: Effective Dating
Effective Dating enables you to future date three business rules:
Deduction/Benefit Type
Deduction/Benefit Plans
Deduction/Benefit Groups

6. Deduction/Benefit Plan – Rates: Option/Rates
The Rates page shows the benefit options and associated rates.

7. Open Enrollment Configuration: Pending Effective Date
Pending effective date from open enrollment session:
Date when benefit elections from an open enrollment session take effect and deductions are visible for employees.
Date that should equal the effective date of rate options or age-graded rates.
Sessions should be configured by pay groups with common period start, period end, and pay dates to ensure correct amounts are calculated and deducted for pay statements.

8. Open Enrollment Configuration: Pending Effective Date
Best Practice:
Pending Effective date should be at least one day later than the last pay date of an existing previous benefit plan.
You can also enter the first date of the first pay period in the new plan year.
This ensures the deduction occurs in line with the new effective date of the benefit and any rate options or age-graded rate tables.

9. Effective Dating
Perform the following verification steps for all business rules using effective dating:
Review Effective Changes for Deduction/Benefit Type to ensure accuracy.
Review the Effective Changes for Deduction/Benefit Plans included in Open Enrollment sessions to ensure accuracy.
Review the Effective Changes for any Deduction/Benefit Group included in Open Enrollment sessions to ensure accuracy.
Review the details and effective dates from within an Open Enrollment session.

10. Effective Dating
Verify the pending effective date in the open enrollment session.

11. Open Enrollment Verification
Review your open enrollment configuration prior to making a session active.
Watch the Quick Tours:
Effective Dating Business Rules for Open Enrollment Tour
Configuring an Open Enrollment Session Tour
Reopening Completed Elections Tour

12. Open Enrollment Verification
Best Practice:
Review and update the business rules related to the plans in the session.
Review the QuickTips, including:
Configuring Related Business Rules
Effective Dating Business Rules
Verification Checklist for Business Rules Configuration