Introduction

The Qualifying Life Event Request feature is a communication tool designed to simplify the way you manage your employees’ Qualifying Life Event requests by centralizing the requests, communication, and benefit elections all in one central location: THEbenefitsHUB! By allowing employees to use this feature to easily communicate their Qualifying Life Event requests to you, the process of adding, updating, or terminating employee elections is made that much easier and organized for you. This article is designed to help familiarize you with how to set up and configure the Qualifying Life Event settings your employees will see as they complete their requests. Once configured, you as the company administrator can then manage and communicate on the requests you receive from your employees.

If you are interested in learning more about how employees can submit a Qualifying Life Event request or how you can view submitted requests, see the links below for articles on each of these actions.

Submitting a Qualifying Life Event Request

Qualifying Life Event Requests – Administrator View

Configuring Qualifying Life Event Settings

To utilize this feature, you will first need to configure the Qualifying Life Events you wish to allow employees to make requests for. You can do this in the Qualifying Life Event Settings link under the Administrative Tools section of the Administration Dashboard icon, as shown below.

As part of our April 2023 Release, the screens included in the image above will appear differently in THEbenefitsHUB. To learn more about our changes, check out our training blog post here.

Rules Section

From here, select the Life Event in question and configure all relevant settings. For the purposes of this article, we will configure a Marriage life event.

Click each of the hotspot icons on the image () to learn more about the configurable fields on this page. You can also use the button in the top right corner of the image to open it in fullscreen. Press the Escape key on your keyboard to exit fullscreen.

Once the Qualifying Life Event type is added, you will see it – along with any other events that have already been added – in the Life Event section at the top of the page, as shown below. If you ever need to inactivate or adjust the settings for a Qualifying Event type, click the event name and edit as needed. 

At this point, you can walk through the same steps for any other events that you need to allow employees to make requests for.

Employee Email Notification Format & Benefit Field Options Sections

Once your Qualifying Life Event is configured, you will have the option to customize a few more fields. Click each of the hotspot icons on the image () below to learn more about the remaining fields on this page. You can also use the button in the top right corner of the image to open it in fullscreen. Press the Escape key on your keyboard to exit fullscreen.

We Value Your Feedback

If you have any questions or comments regarding the Qualifying Life Event feature, be sure to fill out the following Qualifying Life Event Feedback Form.