COBRA overview

Use these procedures to define and set up COBRA for your organization.


Setup	What is required	For more information, see
Enable COBRA	Enable COBRA for your organization.	Creating benefits organizations Select the COBRA Participants tab.
COBRA occurrences	Define COBRA occurrence types (termination, divorce, open enrollment).	Creating COBRA occurrence types
COBRA events	Define a COBRA event.	Creating COBRA events
Enrollment rules	After creating an event, you must define the enrollment rules.	Creating enrollment rules See step 3
COBRA benefit participant groups	Create COBRA participant groups.	Creating benefit groups
COBRA enrollment templates	Define COBRA enrollment templates.	Creating COBRA enrollment templates
COBRA participant benefit templates	Define benefit templates.	Creating COBRA participant benefit templates
Document templates	Define document templates.	Creating document templates
Benefit plan	Create benefit plans.	Creating benefit plans
Benefit entry rules	Define the rules required for benefit plan entry.	Benefit entry rules
Termination rules	Define the rules required to terminate from a plan.	Termination rules
Contributions	Define contribution amounts.	Creating contribution plan rules
Create COBRA participants	Manually or mass create COBRA participants.	Creating COBRA participants manually
Enroll COBRA participants	Ways to enroll participants into COBRA benefits.	Manually enrolling a COBRA participant Mass creating COBRA enrollments
Maintain COBRA participants	How to maintain COBRA benefits.	Opening benefits by COBRA participants