Plan Document Wizard

New intake — 5. Eligibility
draft
Readiness 0 / 6. The wizard runs fine on sparse data, but the documents will show TBD where these aren't filled in: Legal name, Full address, FEIN, Headcount, At least one benefit, Eligibility class.
Steps
Soft-prompt counsel checklist on the last step. Submit moves the status to worksheet complete.
5. Eligibility

Worksheet § 5. Add one row per class of eligible employees — hours and waiting periods live on each class. Then set when coverage begins and ends, and whether domestic partners are covered.

Eligible classes

Class type Label (optional) Eligibility criteria Min hrs/wk Waiting period
1 / 8

Class type is free text — pick a suggestion or type your own.

Domestic Partners