Cross Plan Validation Is Not Limiting Options if the Employee Is Moving into a New Benefit Program in Fluid Open Enrollment
(Doc ID 2617480.1)
Last updated on AUGUST 23, 2023
Applies to:
PeopleSoft Enterprise HCM eBenefits - Version 9.2 to 9.2 [Release 9]Information in this document applies to any platform.
Symptoms
New Benefit Programs were created for the new year. In both Programs, Spouse AD&D and Child AD&D plans are cross-plan dependent on specific Employee Supplemental AD&D plans. For employees in the old Program, when an employee using Fluid Open Enrollment opens either Spouse or Dependent AD&D for election, only the single Plan which is valid based on the employee's elected Employee Supplemental AD&D plan and the Waive option are available; the Select buttons for all other plans are grayed out. When an employee who has been moved into the new Program in this Event opens either Spouse or Dependent AD&D for election, all Plans plus the Waive option are available for selection.
Steps to reproduce the issue:
1. Create a new Benefit Program by cloning the old one (Navigation: Set Up HCM > Product Related > eBenefits > Life Event > Benefit Clone Utility).
2. Adjust the Eligibility Rules for the two Programs appropriately so that no employees are eligible for both Programs (Navigation: Set Up HCM > Product Related > Automated Benefits > Eligibility and Event Rules >
Eligibility Rules Table).
3. Change the Eligibility Rule on the new Benefit Program (Navigation: Set Up HCM > Product Related > Base Benefits > Program Structure > Benefit Program Table).
4. Create Open Enrollment events for employees being moved to the new Benefit Program (Navigation: Benefits > Manage Automated Enrollment > Events > Run Automated Event Processing).
5. Open Open Enrollment Activity Guide (Navigation: Employee Self Service > Open Enrollment tile).
6. Complete steps necessary to proceed to Benefits Enrollment.
7. Select Spouse or Dependent AD&D for election (Spouse or Dependent AD&D card).
Changes
30623136 - EB:IF NEW BEN PROG IN FL OE, CROSS PLAN VALIDATION NOT GRAYING OUT OPTIONS30623136 - EB:IF NEW BEN PROG IN FL OE, CROSS PLAN VALIDATION NOT GRAYING OUT OPTIONS 30623136 - EB:IF NEW BEN PROG IN FL OE, CROSS PLAN VALIDATION NOT GRAYING OUT OPTIONS 30623136 - EB:IF NEW BEN PROG IN FL OE, CROSS PLAN VALIDATION NOT GRAYING OUT OPTIONS 30623136 - EB:IF NEW BEN PROG IN FL OE, CROSS PLAN VALIDATION NOT GRAYING OUT OPTIONS
Cause
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In this Document
Symptoms |
Changes |
Cause |
Solution |
References |