Configuring document templates on termination rules

You can specify documentation templates on termination rules. When a benefits plan is stopped through the Employee Enrollment Updates process using a termination rule, these document templates are used to create documents for stop of benefits.

Select Benefits > Plans > Benefit Plans.
Open a benefit plan.
On the Termination Rules tab, open a termination rule.
Specify this information:

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 Save.