COBRA enrollment

Benefits managers enroll eligible COBRA participants by creating participant benefit records. Each benefit record contains specific information about an individual's enrollment in a particular benefit plan, including effective dates, coverage level, and contribution amount.

Once you have set up your benefit plans, you can perform an initial enrollment. Individuals can be enrolled into benefit plans using these methods:

  • Individuals can be enrolled manually.
  • You can mass enroll eligible individuals into plans.
  • You can manually enroll individuals in plans or enroll one individual into multiple plans.
  • You can use Infor Spreadsheet Designer (ISD) to upload COBRA participant and benefit data from a spreadsheet. This is required in cases where there is no existing employee record for a COBRA participant.

When an individual is enrolled into a benefit plan, individual and employer deductions are created. The benefit start and stop dates are used to control the deductions.