Restriction Rules for Open Enrollment

The District can program Restriction Rules for the open enrollment module.  A restriction rule will restrict access / availability of a plan to a staff member when they are participating in open enrollment.  The restriction rules can be set on each health plan.  

To add a restriction role, click on the add button

You have 2 main options for a restriction rule.  you can restrict access during open enrollment to: 

• Plans Available:  This option will either make the plan available or hidden
• Member Types Allowed:  This option will restrict the membership type

After you select the type of the restriction rule, you can set the parameters for the rule to be applied based on an individual's Chapter 44 Start Date.  This is done in the purple box.

We STRONGLY recommend the District consider utilizing the From and Through dates for the Chapter 44 Hire dates (purple above).  The + / - days fields can be problematic when combining staff members with different payroll term codes.   

Testing the Restriction Rules

You can test your restriction rules by entering a Chapter 44 Hire Date and clicking on the Test with the Date button.  The results of the test are on the right hand side of the window.