Creating documents manually for COBRA participants without change in benefits
- Select Benefits > Maintenance > COBRA Participants > By COBRA Participants.
- Select a COBRA participant.
-
Select a COBRA participant's benefit plan on the
Enrolled tab.
You must select a COBRA participant's benefit plan with a current, future, or historical time frame.
- Click the More Actions icon.
- Click Create Document.
-
Specify this information:
- Remarks
- Optionally, provide remarks to show on the document.Note: Remarks are saved in the documents only if
ParticipantBenefit.Remarks
is specified in the mail merge field. - 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.
- Click Submit.