Creating documents manually for COBRA participants without change in benefits

  1. Select Benefits > Maintenance > COBRA Participants > By COBRA Participants.
  2. Select a COBRA participant.
  3. 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.
  4. Click the More Actions icon.
  5. Click Create Document.
  6. 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.
  7. Click Submit.