Controlling automated benefit assignment

Benefit Types can be flagged to control the way in which automated benefit assignment works for each type of benefit:

1. When a Benefit Set is assigned.

   Use the Create Default on Benefit Set Assignment checkbox.

   For example:

   • Assignment of automatic life cover as required by organizational policy or legislation.
   • Assignment of a set of benefits to a new hire when Team Member input is not required.

2. Daily assessment and assignment.

   Use the Create Default On Daily Batch checkbox.

   • Flagged Benefit Types are identified and Team Member eligibility assessed against available Options, using a daily batch run.
   • No existing benefit assignments are changed.

3. Daily recalculation of existing Plan values.

   Use the Recalculate On Daily Batch checkbox.

   • Existing Plan values and Team Member eligibility are assessed using a daily batch run.
   • When required, new benefits are created using new values, and existing, superseded benefits are marked with an end date.

   For example:

   • A Team Member's level of cover, and the charge for it changes when they reach the age of 50.
   • A Team Member's dependant child ceases to be eligible for a benefit when they reach the age of 18.

4. Daily closing of benefits when Team Members are no longer eligible.

   Use the Close On Daily Batch checkbox.

• Start dates for new benefits are determined in line with the rules for automatic benefit start dates.
• Set timing for a daily batch by scheduling the Apex Class BenefitSetDailyBatchSchedule.