Talk about a problem child! While children are wonderful, overage dependents are not so wonderful and cause discrepancies in the system. In today’s dash of knowledge, we’re going to discuss the Dependent Age Eligibility report and how to fix these discrepancies.
Running the Report:
Step 1: Go to the IMNS Dashboard (if you need a refresher on how to do this, check out our previous post on the IMNS Dashboard basics).
Step 2: Select the Dependent Age Eligibility box. Leave the division selection area alone if you want to know who out of everyone in the company has an overage dependent. Otherwise, you can limit this report to the desired specific division.
Step 3: Click ‘Run’ at the bottom of the page. This will give you a brief description of the report and the employees with ineligible dependents. You will be able to see the employee name, the dependent name, and the benefit for which the dependent is ineligible for, among other information.
Fixing the Problem
Step 1: Click the edit link by the employee’s name. This will take you to the employee’s record.
Step 2: From the employee’s administration menu, go to their benefit elections by clicking on the Benefit Plan Information icon.
Step 3: Look at the current election for which the dependent is no longer eligible. Notice the dependent is listed for the current plan, but further down on the page they cannot be selected.
Step 4: Select the people who need to be on the plan and click save.
Step 5: A pop-up will appear saying the change can only be made in the occurrence of a qualifying event. Remember, pop-ups are your friend! Click okay, and you will be brought to the qualifying event page.
Step 6: From the drop-down menu, select ‘change in dependent eligibility’. Enter the qualifying date – this will be the first of the next calendar month after the dependent’s birthday. The dependent will have coverage for the rest of the current month, but not after this event date.
Step 7a: Clicking the Save button will take you back to the benefit election page where this time around, when selecting coverage there is not a pop-up notification, but the effective date from our qualifying event automatically populates.
Step 7b: You won’t have to enter a Qualifying Event for each benefit so long as you continue to alter the elections without moving to another menu in the employee’s record. If you do leave to work on something else in the system and return later to finish modifying benefits, you’ll simply repeat the steps of adding a qualifying event.
Step 8: Click save and now the dependent has been removed from the benefit! Best practice is to double check the error has been fixed by running the IMNS report once more.
Bonus tip! Don’t forget after you’ve cleared up the discrepancies, you need to edit the employee record and inactivate the dependent. And of course, make that journal entry!
We hope this helps solve any errors or potential discrepancies you might encounter, and as always, if you have any questions feel free to reach out to us! We are always happy to provide a dash of knowledge.