Creating documents manually to stop employee benefits

You can create documents manually to notify employees that their benefits are stopped.

  1. Select Benefits > Maintenance > By Employees.
  2. Select an employee.
  3. Select an employee benefit enrollment:
    1. Click the Enrolled tab.
    2. Right-click a benefit enrollment with a current, future, or historical time frame.
    3. Click Stop.
  4. Specify this information:
    Stop Date
    Select the date when the benefits is stopped.
    Email Template
    Specify the template that is used to notify affected individuals.
    Remarks
    Optionally, provide remarks to show on the document
    Note: Remarks are saved in the documents only if EmployeeBenefit.Remarks is specified in the mail merge field.
    Document Template
    Specify the document template to use for the document that is saved with the enrollment.
    Document Template - Employee
    Specify the document template to use for the document that is saved on the profile.
  5. Click Submit.