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 must define termination rules for the employees.

The stop date is one day before the date in the entry rule for a life event. If a benefit is not elected, the stop date is one day before the life event date, which means that termination rules do not apply.

  1. Select Benefits > Plans > Benefit Plans.
  2. Select a benefit plan and click 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.

    Months

    Specify the number of months and days after the stop date during which the employee remains on the plan.

    Document Template
    Specify a document template to use once the employee is terminated.
    Document Template
    Specify a document template related to employee benefits to use once the employee is terminated.
  5. Click Save.