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'Retain Covered Dependents' Checkbox in Event Rules Drops Dependents During Finalize (Doc ID 1054892.1)

Last updated on JANUARY 31, 2019

Applies to:

PeopleSoft Enterprise HCM Benefits Administration - Version 9 to 9.1 [Release 9 to 9.0]
Information in this document applies to any platform.


In Benefits Administration, the page for Event Rules (Setup HRMS > Product Related > Automated Benefits > Eligibility and event Rules > Event Rules Table) contains a field called Retain Covered Dependent. According to PeopleBooks, the functionality is defined as the following:

"Retain Covered Dependent
Select to provide employers the ability to move employees from one plan to another, while maintaining the current coverage code and dependent elections (default plan). In case of no matching coverage, the system assigns the default coverage and the existing dependent is not be retained.

If the employee has lost eligibility for a current election and the election defaults, the system will determine the plan for the default option and attempt to default that employee into an option with the default plan and the employee's current coverage code.

The 'Retain covered Dependents' checkbox upon finalization of events where employees has lost eligibility to current health coverage, covered dependents are being dropped and employee defaulting to "Employee Only" coverage.


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