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Administrator Guide
Last Updated: 2023-06-23
Create Conditional Messages for Enrollment Events

Create Conditional Messages for Enrollment Events

To create notification and confirmation messages that are specific to an event type, use condition rules. You can create a new rule or select an existing rule. Example: You can create notifications that are specific to a retirement event, so that only employees included in that event receive the notification.
  1. Access the business process to which you want to add the notification or confirmation.
    Example:
    Change Benefits for Life Event
    .
  2. Select
    Business Process
    Add Notification
     from the related actions menu of the business process.
  3. Specify the notification
    Effective as of
     date.
  4. In the
    Triggers
     section, select 1 of these options:
    • Trigger on Status
       and
      Completed
       to send the notification or confirmation on enrollment completion.
    • On Entry
       and a specific step to send the notification or confirmation when the step is initiated.
    • On Exit
       and a specific step to send the notification or confirmation when the step is complete.
  5. (Optional) In the
    Conditions and Rules
     section, select an existing rule.
    Add a row in the
    Conditions
     grid and select a rule.
  6. (Optional) Create a new condition rule.
    1. In the
      Recipient
       section, select 1 or more recipients.
    2. Click
      OK
      .
    3. Click
      Create Condition Rule
      .
    4. Complete the
      Rule Conditions
       grid:
    Option Description
    Source Class Report Field or Sub Rule
    Select
    Enrollment Type
     in the Benefits Category folder.
    Relational Operator
    Select
    In the selection list
    .
    Comparison Type
    Select
    Value specified in this filter
    .
    Comparison Value
    Select the enrollment event type for which you’re defining the notification/confirmation.