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Finance | Project Operations, Human Resources, ...
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Enrolling workers in benefits halfway through a year/period?

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Posted on by 60

Hi all,

I have been exploring the benefits management module for a customer, but have run into a snag. The customer wants to run their plans and periods from the first day of each Calendar year, which is fine, but when an employee joins halfway through the year, trying to get them eligible produces an error like so;

Benefit-period.png

This is because they did not have a salary amount defined upon the start of the plan (due to not being employed). I can bypass this by creating a new period that starts with the worker's employment (the first day they do have a salary amount) and attaching it to the benefit plan, but this is obviously suboptimal and would require new periods to be created and attached almost constantly.

Is there an easier way to get someone enrolled when they enter halfway through a period? Is there a potential eligibility rule I might be able to set up?

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