Document templates

Document templates are used in employee benefit and COBRA participant occurrences. Users can use Microsoft Word mail merge functionality to merge information from the document with the employee benefit information.

If you are using the Microsoft Word mail merge functionality, the document must be in .rtf format.

• Enrollment Documents: Use to attach a document related to enrollment updates to employee enrollment records.
• Employee Benefit Documents: Use to attach a document to employee benefit enrollments (mail merge fields are available from the Employee Benefit file)
• COBRA Enrollment Documents: Use to attach a document related to COBRA enrollment updates to COBRA enrollment records.
• COBRA Participant Benefit Documents: Use to attach a document of the user's choosing to the Benefit Record (Mail merge fields are available from the Participant Benefit file)
• COBRA Participant Occurrence Documents: Use to attach to a COBRA participant benefit record as letters or documentation of the occurrence process, for example:

  • The COBRA Participant is to receive this letter when being notified of COBRA eligibility.

  • The COBRA Participant is to receive this letter regarding late payment.

  • The COBRA Participant is to receive a letter regarding termination of Benefits.

  • The fields available for Mail merge are from the Participant Occurrence file.