BN - Benefits Eligibility Fields

Specific values in the Benefits Eligibility Fields on the Benefits Program Participation page found on Job Data drive an employee's assignment to a specific Benefit Program and specific Benefit Plan options. This reference document provides Benefit Administrators with an explanation of each field and it's use for troubleshooting purposes.

Procedure At-A-Glance
Category: Benefits Eligibility
Audience: Benefits Administrators; UW Service Center
Overarching Process: Benefits
Navigation: Workforce Administration > Job Information > Job Data > Benefit Program Participation hyperlink
Jump To:

General Description

The Benefits Eligibility Fields can be accessed from an employee's Job Data pages by navigating to: Workforce Administration Job Information Job Data, and then clicking on the Benefits Program Participation hyperlink at the bottom of the page.  Although there are 9 Eligibility Fields available in PeopleSoft, the UW is currently using only Fields 1 through 5. For more information about eligibility rules for specific benefit plans, please visit the OHRWD Benefits website.

Process Inputs

  • Employee Class, FTE, Continuity Code, Job Code, and Salary
  • UW Benefits Tab values (see Related Job Aids below for a full description of these field values)
  • Sick Leave Balances

Process Outputs

  • Values in the Eligibility Configuration Fields 1-5

Process Considerations

  • The process that updates these values is called the Eligibility Configuration Population Process (i.e. Elig Config Pop) which runs on a nightly basis.  Benefit Administrators can run this process ad hoc as needed if the changes made to eligibility are close to the payroll final calculation deadline.
    • Benefit Administrators should be aware that running this process and then reprocessing Events using On Demand often results in the triggering of Benefits Retro.


  • N/A

Below is a screenshot of the Benefit Program Participation page.  The Eligibility Fields are highlighted in the red box. 

The Effective Date for values populated in these fields will be tied to the employee's Job row Effective Date.  Each time a Job Row is entered, the Benefit Eligibility Config Pop process will evaluate that employee based on the Job Data in place as of that Effective Date and populate the appropriate values in each field.  If a change has occurred on Job that affects an employee's eligibility for benefits (such as a change in Continuity Code), the values in fields will be changed and the employee will be assigned to a new Benefit Program as of that Effective Date.   If there is no corresponding change in an employee's Benefit Program assignment, no new row is added to the Benefit Program Assignment section of this page and values in the Eligibility Fields carry forward.


Values in Eligibility fields 1, 2, and 3 are populated by the Eligibility Configuration Population (Elig Config Pop) process each night based on information from Job Data (Employee Class, Continuity, FTE, Salary, Job Code and the values from the UW Benefits Tab.)  The data is then used by Benefits Administration to assign the employee to the appropriate Benefit Program based on these values.  Accurate information on Job Data is critical to ensuring the employee is assigned appropriately.  Additional programs such as the Annual UIA and the Annual ICI Processes populate/change values in Eligiblity Config Fields 3 and 5 to drive eligibility for those specific benefit plans.  Eligibility Field 4 is set manually by the UW Service Center Benefits Team for special populations of employees.  A description of these fields and what the values represent is provided below. 

Click here for a printable version of the document:  BENEFITS_ELIGIBLITY_FIELDS.pdf

Eligibility Field Definition Character Values
Elig Fld 1 Used to denote WRS Eligibility Does not default. Must be Y or N.
Elig Fld 2 Used to denote eligibility for State Group Health Insurance, whether employee is eligible for the Out-of-State Health Insurance Rate for the Access (Standard) Plan if that is the plan they choose, and whether an employee is eligible for the full employer share of the premium or the less than half time rate.

First Character - applicable to State Group Health Insurance Plan. Valid values: N - None; G - Graduate Assistant Health; R - Regular Health (no default value).

Second Character - eligible for the out-of-state health rate for the Access (Standard) plan. Valid values: Y - Yes; N - No (default value will be N).

Third Character - applicable to State Group Health Insurance Plan and whether an employee is eligible for full employer share.  Valid values: F - Full Time, or P - Part Time. 

Elig Fld 3

Used to denote Income Continuation Insurance (ICI) eligibility. The combination of the values in this field determine the ICI category a new employee is eligible to enroll in, whether the employee is eligible for deferred enrollment in standard, supplemental or both; whether it is the first time the University Staff (classified) employee is eligible for Categories 4 and 5 and the employee’s enrolled status in both standard and supplemental at the time the Annual ICI Update process runs.

These five values will be created for a new UW employee by a special program that will run daily and updated by the Annual ICI Process each year that re-evaluates the employee's current enrollment status and sick leave balance.

First Character - ICI category the employee is eligible for or enrolled in. Valid values: 1,2,3,4,5,6 for University Staff (classified); X or D for FA/AS/LI (unclassified) employees.

Second Character -  indicates whether the employee is eligible to enroll through deferred enrollment for standard, supplemental or both. Valid values: Y - Yes; N - No.

Third Character - indicates whether it is the first time the employee is eligible to enroll in Category 4 or 5 through deferred enrollment. If employee does NOT  enroll through deferred enrollment the first time eligible, this  value changes from Y to N during the Annual ICI Update Process meaning it is not the first time and the employee is not eligible. Valid values: Y - Yes; N - No.

For University Staff (classified) employees in Categories 1 and 2, this value will always be set to N as there is no standard deferred enrollment opportunity. For University Staff (classified) employees eligible for Categories 3 or 6, this value will always be set to Y as there is standard deferred enrollment opportunities every year.

Fourth Character - indicates whether employee is enrolled in standard.Valid values:  Y - Yes, N - No.

Fifth Character - indicates whether employee is enrolled in supplemental. Valid values:  Y - Yes, N - No.

Elig Fld 4 Used to denote whether an employee has an ERA Waiver of Section 125 pre-tax deductions in force or not and indicates employee is enrolled in “Grandfathered” 50% Supplemental State Group Life Plan. These values will default to "N" and will only be manually changed by the UW Service Center with the appropriate paperwork filed.

First Character - Employees can elect to have deductions for medical plan premiums taken from their payroll checks on a post-tax basis. This is a Section 125 (FSA) Waiver. Employees will have deductions taken Pre-Tax unless they file the FSA Waiver form. Valid values: Y - Yes; N - No. Defaults to N.  When a Waiver is received, a Service Center employee will change the value from N to Y.

Second Character - Some employees are grandfathered into the 50% Supplemental State Group Life Insurance plan that is otherwise no longer offered. At conversion the value was established. Valid values: Y - Yes; N - No.
Elig Fld 5 Used to denote that the employee is eligible for the University Insurance Association plan. The Annual UIA process populates this field to indicate which employees are eligible for the UIA insurance plan - those are marked with a value of Y for yes or N for no.  All other employees have this field left Blank.
Elig Fld 6 Not used at this time.

Elig Fld 7Not used at this time.
Elig Fld 8 Not used at this time.
Elig Fld 9 Not used at this time.

Related Policies, Job Aids and Forms

Related Policies

Related Job Aids

Related Forms

    • N/A

    Keywords:Benefit Administration, Ben Admin, BAS, Program, Plan, Option, training, Eligibility Fields, Elig Fields, Ben Program Partic, Field 1, Field 2, Field 3, Field 4, Field 5, ICI, Income Continuation Insurance, State Group Health, SGH, WRS, Wisconsin Retirement System, Job Data, Participation, config, configuration, on demand, UIA, University Insurance Association, State Group Life, .50, grandfathered, grandfather, character, Elig Fld, FSA, ERA, pre tax, post tax, waiver, UW Benefits Tab   Doc ID:16988
    Owner:Joanna B.Group:Human Resource System (HRS)
    Created:2011-02-20 19:00 CDTUpdated:2016-08-08 13:26 CDT
    Sites:Human Resource System (HRS)
    Feedback:  1   0