There are many reasons why you would need to make a change to an Employee’s benefits midyear. One of these reasons is the birth of a new baby!

Remember, there are a total of 3 steps required to complete a Qualifying Event in THEbenefitsHUB.

• Add, update, or remove the Participant who is driving the Qualifying Event
• Edit the benefit(s) by adding or removing the Participant
• Make a Journal Entry to document the changes

To begin the Birth Qualifying Event, locate the Employee Menu of the Employee who needs to add their baby to their benefits.

From there, you must add the new Child to the Employee Record. To do this, locate the Dependent Information icon and select the link Add Child.

On the Dependent Information Page, you will enter the Child’s:

• First Name
• Gender
• Date of Birth

If you need to make changes to Marital Status, Child Type, or edit the Date of Relationship, you are able to do so as shown above.

EX: If the Child was adopted, you have to change the field This child is my, to Adopted Child.

Popups are your friend! This popup is warning us that while the New Baby has been added to the system, they have not yet been added to any of the Employee’s benefits.

By clicking OK, you are able to add the New Child to Benny’s benefits.

On the Qualifying Event page, you will select the birth option from the drop down menu.

If you are unsure of what date to enter in the Qualifying Date field, reach out to your Broker for clarity.

Click Continue to be immediately taken to the Benefit Plan Enrollment Page.

On the Benefit Plan Enrollment Page, you can add the Employee’s new Baby to their benefit elections. To add the baby, select the box next to the Baby’s name.

As soon as you have selected the checkbox for the New Baby, the Effective Date and Termination Date will populate automatically. These dates are based on what was entered on the Qualifying Event page earlier.

When the box is checked and you have confirmed the dates have populated, click save!

Continue with the same process for all other benefits the Employee would like to add their New Baby to.

The last step is to add a Journal Entry to document the change. Locate the Journal Entry link at the top of the Benefit Plan Administration page after the New Baby has been added to all applicable benefits.

Fill out all necessary information for helpful documentation including:

• The Category of the change
• The Subject of the change
• Any additional files you would like

Don’t forget to click save! Once you have done so, you have officially completed a Birth Qualifying Event.