INS: Scheduling Ongoing Eligibility Tests

Generally, when you test an employee for hours of service, you are testing employees that fall into traditional categories such as full-time salary, full-time hours, and part-time hourly. You can also test non-traditional employees for eligibility. Non-traditional employees include the following:

  • Part-time salary
  • Part-time other comp only
  • Full-time other comp only

On the Eligibility Setup screen Ongoing Testing Dates tab, you can set up criteria to use in ongoing testing employee's hours of service to determine whether an employee is eligible for benefits .

Example:  An ongoing employee is a person who you have employed for one full standard measurement period. An employee’s hours of service are the hours for which an employee is paid or entitled to payment (for vacation, holiday, illness, etc.).

When you set up the ongoing test settings, you specify the measurement period and the stability period. From the dates you specify, WinTeam calculates the administrative period. The ongoing dates normally coincide with your open enrollment period.

To set up ongoing test settings:

  1. On the Eligibility Setup screen Ongoing Test Dates tab in the Test Date field, enter a date for all employees to be tested. The Measurement End and Administration Start fields are automatically populated.
  2. In the Measurement Start field, enter the date you want to begin the measurement period.
  3. In the Stability Start Date field, type the date you want the stability period to begin. The Stability End Date is automatically populated.