Creating termination rules

Termination rules define when an individual is no longer eligible for a benefit plan. If you provide benefits to retirees or COBRA participants, you may want to define termination rules for them as well.

  1. Select Benefits > Plans > Benefit Plans.
  2. Open a benefit plan and select the Termination Rules tab.
  3. Click Create.
  4. Specify this information:
    Coverage Class

    Select whether the rule is for Employees, Retirees, or COBRA Participants.

    Benefit Group

    The benefit group to which the rule belongs.

    Rule Type

    Select whether to create a pending record or stop benefit enrollment when an employee meets the specified criteria.

    Stop Date Type

    Select when the benefit is terminated. Values vary based on coverage class selected.

    • Effective Date

    • Termination Date

    • Work Period End Date

    • Pay Period End Date

    • End of Month

    Months / Days

    Specify the number of months and days after the stop date that the individual will be terminated from the plan.

  5. Click Save.