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Benefit Eligibility

The Benefit Eligibility button is enabled and used with Benefits assignments only. It opens a screen to add, edit, or remove benefit plans used by this assignment.

Effective Dating

The left pane displays the Timeline for this record. The timeline shown is the version that contains the Search Date (entered on the Assignment Code search parameter screen).

Clicking Add Version creates a new timeline version. You will need to enter an Effective Date for the new version. This date can be in the past or in the future. Click Save Version when finished.

Clicking Delete Selected deletes the displayed timeline version. This is only allowed on replicated or added versions, not the original version, because there must always be an Assignment Source in effect.

Clicking Save when editing a timeline version only overwrites the version. It does not create a new version in the timeline.

The Comparison Report will display the differences between the selected version and the one immediately prior to it.

For each benefit eligibility code, there may be indicator and/or parameter options to configure. Click on the card arrow to the right of the special code record to open and edit the record.

Note: Benefit Plan options are only available if they have been previously set up on the Benefit Plans configuration screen. For more information on the fields available when filtering or searching for a record, see the Configuration section>Benefit card> Benefit Plans screen.

The following actions may be available, depending on the user's authorization level. Click on the link below for more information. Click a second time to close the information box.

Adding a Benefit Plan Record

Deleting a Benefit Plan Record

Filtering the Benefit Plan List

Depending on the page displayed, the following fields may be available. Click on the link to navigate to the description.

Benefit Category Code

Effective and Expiration Dates

Range Table Code

The following related topics are available:

Steps for Replicating an Assignment Code

Steps for Creating an Assignment Code

General Screen

Criteria

Benefit Hierarchies

DeductIT Eligibility

Holidays

Pay Codes

Special Codes

Viewing Record Audits

Benefit Category Code

The alphanumeric short name or abbreviation identifying the applicable benefit category.

Effective and Expiration Dates

The Effective Date is when the displayed record's timeline version became effective.

If there is a more recent timeline version for this same record, the Expiration Date will be automatically filled in with the date one day prior to the more recent timeline version's Effective Date.

Range Table Code

The alphanumeric short name or abbreviation for the range table to be used with this assignment.