Use this screen to assign life event code information to individual employees. If you select a life event's Benefit Qualifying Event check box, the employee is eligible for benefits enrollment between the Life Event Date and the Change Period End Date. If life event information is set up on the Configure ESS Life Events screen, entering a record into this table enables the employee to go through the life event's user-flow.
Enter dates for the life events as they occur. You must enter all the life events and their corresponding dates before setting up elections (on the Manage Employee Benefit Elections screen) that include plans for which the Qualifying Life Event check box is selected on the Manage Benefit Plans screen. However, you can add to the table at any time, and enter an unlimited number of records.
Enter, or click 
to select, the ID number of the employee for whom you want to record a life event. Costpoint validates your entry against the Employee table, set up on the Manage Employee Information screen. The employee's name displays in the adjacent, unlabeled field.
Enter, or click to select, the code for the life event. Costpoint validates this code against the Qualifying Events table. The adjacent, unlabeled field displays the description of this qualifying event.
Enter, or click 
to select, the date on which the life event occurred. If you specified an event in the Life Event field, the Change Period End Date field displays the Date plus the Change Period Days.
This column indicates whether the life event is a personal life event or a work-related life event.
This field displays the number of days that the employee is eligible to select or change benefit elections after the life event date. This value defaults based on the life event entered. This is also the number of days that the employee is eligible to make changes or selections in the life event's user flow in Employee Self Service (ESS).
Enter, or click to select, the last day on which the employee can make benefit selections or changes in Costpoint. You can also use this field to specify the last day on which the employee can make life event user flow selections or changes in ESS (version 3 and up).
If you select this check box, the employee is eligible for benefits enrollment between the Life Event Date and the Change Period End Date.
Enter, or click to select, the default benefit package for this employee in ESS. This determines the employee's enrollment options when going through the life event's user flow in ESS. If you leave this field blank, ESS uses the default that matches the employee's setup and that has the highest default priority (lowest number).
Enter, or click to select, the override start date for this employee’s benefit coverage. Only enter a value in this field if the employee’s coverage start date is not equal to the Life Event Date.
Enter, or click to select, the override end date for this employee’s benefit coverage. This data field should only be populated if the employee’s coverage end date is not equal to the plan year end date.
If this check box is selected, it indicates that the employee is not flagged as a full-time employee in the Manage Employee Salary Information screen, but due to the number of hours worked in the Measurement Period, should be considered as a full-time equivalent employee when determining benefit plan eligibility. You can either manually select this check box or it could be populated by the Analyze Full-Time Equivalent Eligibility utility.