CYMA Human Resources offers a simple, yet highly flexible method for establishing eligibility rules. The beauty of the system, is that once the rules have been established, the eligibility system can intelligently include or exclude any new or existing employees during the enrollment process.

Let's use an existing benefit to review establishing Eligibility Rules.

 

Step 1: Establishing a Benefit

A benefit commonly based on eligibility rules is a health care or medical benefit. Review this tutorial if you would like to learn more about Establishing a Medical Benefit.

For the example in this discussion of Eligibility Rules, open the previously established "AETNA" benefit in the DEMO company (Human Resources / Maintain Benefits) and choose the Eligibility tab.