Adding Plan Eligibility
Click here for click-by-click instructions with screenshots of each step or read on for the key points...
Got a medical plan that is only available in California? Full-time and part-time employees with different offerings? Eligibility questions are here to help! These questions will be asked at the beginning of the ALEX conversation along with the standard questions to determine which benefits employees should see.
Navigate to the plan that needs eligibility set up. At the top of every plan, you will see an "Eligibility" section. Each plan is automatically available to all employees unless you state otherwise.
Change the Eligibility toggle to set it to "This is not available to all employees."
Click the yellow "+add an eligibility question". A drop-down will appear where you can select a built-in question. These are the most common questions we see used. Keep reading to learn how to create custom eligibility questions.
To create a custom eligibility question head to the "Eligibility Questions" section in the configuration menu. This section will also allow you to see the current questions in use in the configuration.
Scroll to the bottom of the Eligibility Questions section and click the yellow "+ create new question" button. Type in your question, add and enter the choice options you will need.
Head back to the plan that needs eligibility and you'll now see your custom question in the drop-down list alongside the built-in questions.
Once you've selected the custom or built-in question for the plan, check off all answer options that would make an employee eligible for the plan.
During the ALEX conversation, employees who select a checked off answer option will see the plan. Employees who select answers not checked off will have the plan hidden from them.