Rules Based System Allows for Personalized Enrollment in MyEnroll360

Posted by BAS - 16 May, 2019

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MyEnroll360 is a “rules-based” system ensuring that each employee see only the plans, rates and options available to him or her.

MyEnroll360 benefits administration and enrollment supports different enrollment experiences based on eligibility group (class code), plan rules, rate calculations and benefit plans.

Master & Location Accounts – Initiation into MyEnroll360 begins with setting up a "Master Account" with a 3-segment account number. The first segment is the main account and the second segment is each location within the organization. An optional third segment may be used to further delineate a location into multiple entities.

The Master Account is used to set up employee classifications, benefit plans, eligibility rules, rates and premium formulas. Once the Master Account is created, it is copied down to each sub location, which may be configured further.

Processing Year (Plan Year). Within MyEnroll360, Processing Year establishes a 12-month period for a benefits plan, which may be shorter for Short Plan Years, if needed. By coding each employer’s benefit plan setup record and each employee’s enrollment record with a 4-digit plan year, the system can even manage two plan years simultaneously, allowing for a transition from year to year.

MyEnroll360 programming logic understands how to apply changes made in the current to the next plan year if such next plan year is open. In the system, employees can be making new hire and mid-year life event enrollments while also making new plan year elections. Everything is synchronized, to ensure that current year elections are carried into the new plan year. This also enables new plan year elections to be retroactively applied e.g., a new hire is added in January for the prior December effective date. 

Class Code is another key element in MyEnroll360 that enables clients to maintain highly granular benefit plans across thousands of employees. First, the Master Account is setup with the full array of known employee classes. Assigned Class Codes categorize "like-kind" employees vis-à-vis benefits, so that when employees access MyEnroll360, the system knows exactly how to present the benefit plan options and rates/premiums and how to apply eligibility and processing rules.

Together, Account Number, Processing Year and Class Code combinations are used to parallel clients' existing benefit plan designs across all locations and this structure enables them to have highly specific benefit plan options which apply as needed to each employee individually.

Topics: MyEnroll360 Feature


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