The next step to continue getting employees on the ICHRA journey is to create an enrollment period.
Creating an Enrollment Period
After adding a new employee, you must create an enrollment period. You will also need to create an enrollment period if you have an employee with a qualifying life event (QLE) throughout the year. Learn more about QLEs by clicking here.
Employees have up to 60 days following an event to enroll in a plan. However, carriers are not required to back-date coverage. Therefore it is best practice to follow the enrollment date guidelines outlined below to ensure employee(s) can obtain coverage on the desired effective date.
Select the "Enrollment Periods" tab.
Click on the 3 dots in the top right corner of the screen and select the "Add enrollment period" option.Enter the enrollment period details:
- Enter the Name of the Enrollment (the name of the month is the standard, i.e. "January New Hires")
- The Type of enrollment will always default to Special Enrollment
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Enter the Enrollment Start Date (it should always be the 1st of a month)
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Enter the Enrollment End Date (it should always be the 12th of a month)
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Enter the Coverage Start Date (should always be the 1st of a month after the enrollment dates)
If an enrollment period ends after the 15th of a month, we cannot guarantee the desired effective date due to various carrier application deadline dates.
Once all the information is entered, select the blue "Save Changes" button at the bottom of the screen.