What is the first step in setting up an event?

The first step in setting up an event is creating a Benefit Plan Year. This foundational step establishes the timeframe for the benefits offered to employees, which is crucial for organizing and managing enrollment events effectively. By defining the Benefit Plan Year, you are laying the groundwork for any subsequent configurations, such as enrollment event rules, event types, and notifications.

This step is essential because it ensures that all benefits and events are aligned with the specific dates when they are applicable. It provides clarity on eligibility and enrollment periods, making it easier to track and manage how employees engage with their benefits across the defined year. Without an established Benefit Plan Year, the subsequent processes would lack the necessary context and structure required for effective event management.