Configuring document templates on termination rules

You can specify documentation templates on termination rules. When a benefits plan is stopped through the Employee Enrollment Updates process using a termination rule, these document templates are used to create documents for stop of benefits.
  1. Select Benefits > Plans > Benefit Plans.
  2. Open a benefit plan.
  3. On the Termination Rules tab, open a termination rule.
  4. Specify this information:
    Document Template
    Specify the document template to be used for the document that is saved with the enrollment.
    Document Template - Employee
    Specify the document template to be used for the document that is saved on the profile.
  5. Click Save.