Creating COBRA events
- Select Benefits > Enrollment Events > Set Up > Enrollment Events.
- Click Create.
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Specify this information:
- Enrollment Type
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Select COBRA.
- Enrollment Event
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Specify a name for the COBRA event.
- Description
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Optionally, specify a description for the COBRA event.
- COBRA Occurrence
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Select an appropriate COBRA occurrence. Depending on the COBRA occurrence selected, other fields are displayed. Specify an enrollment event name and description, such as Termination.
- Active
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The Active status is selected by default. Clear the check box to inactivate the event.
- Marital Status Change
- Select if there was a change in marital status.
- Enrollment Date
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Only use for COBRA Open Enrollment events. If applicable, specify the date individuals become enrolled in benefit plans for this event. This is the date that benefits take effect.
- Enrollment Period
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Only use for COBRA Open Enrollment events. If applicable, specify the date range for the enrollment period. This is the period that enrollment is available for individuals.
- In the Documentation section, specify the labels of the document fields that will show in the COBRA Participant enrollment. Select the Required check box if the organization requires the participant to submit supporting documents. You can select up to three documentation types. You must add a label for it to be displayed during enrollment.
- Click Save.
- Continue by defining enrollment rules.