Manually creating documents for stop of benefits

  1. Select Benefits > Maintenance > By Resources.
  2. Select a benefit from the Current, Future, or Historical tab.
  3. Right-click and select Stop.
  4. Specify this information:
    Stop Date
    Select the date on which benefits stop.
    Email Template
    Specify the template used to notify affected individuals.
    Remarks
    Specify remarks to be displayed on the document.
    Note: Remarks are saved in the documents only if they specify the mail merge field EmployeeBenefit.Remarks.
    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 OK.
  6. To view a document created from the Document Template field, select Benefits > Maintenance > By Resources. On the Current, Future, or Historical tab, select the enrollment, and click the Documents tab.
  7. To view a document created from the Document Template - Employee field, navigate to the employee profile, click the Personal Information tab, and navigate to the Attachments list.