Terminating or Replacing a Benefit Plan

This procedure outlines those tasks to terminate benefits under a benefit plan or a flex plan. You can terminate benefits for all employees in a process level, a processing group, an employee group or a plan option.

If you are terminating flex benefits, this procedures stops the employee's flex dollar record and all benefits under the flex plan. Flex benefits are stopped in reverse order; that is, the last benefit added is stopped first and the first benefit added is stopped last.

This procedure stops an employee's benefit, deductions and, if applicable, standard time record. You can also create a CSV (Comma Separated Value) file to transfer benefits from one plan to another, using this procedure.

To terminate or replace a benefit plan

  1. Access Mass Benefit Termination (BN103).
  2. Type the name of the job in the Job Name field.
  3. Type a job description in the Job Description field. The job description provides additional information to help you identify a batch job.
  4. Change the information in the Parameters section using the following guidelines:
    Company Name

    Select the company for the plan.

    Plan Type

    Select the plan type for the plan you want to terminate benefits.

    Plan

    Select the benefit plan you want to terminate.

    Processing Group

    If you want to terminate benefits for only those employees in a particular processing group, select the processing group.

    Note: If you select a processing group, leave the Process Level and Employee Group fields blank.
    Process Level

    If you want to terminate benefits for only those employees in a particular process level, select the process level.

    Note: If you select a process level, leave the Process Group and Employee Group fields blank.
    Employee Group

    If you want to terminate benefits for only those employees in a particular employee group, select the employee group.

    Note: If you select a processing group, leave the Process Level and Processing Group fields blank.
    Coverage Options

    To terminate benefits for employees for a particular coverage option, select the coverage option. This is used if a coverage option is discontinued.

    Note: This field is valid only if the plan's Coverage Type field in Benefit Plan (BN15.1) is Coverage Options.
    Stop Date

    Type the date on which you want to terminate benefits. This date becomes the stop date of the employee's benefits, deductions, and standard time records.

    Report Sequence

    Select if you want the report sorted by employee or process level and department.

    Employee Sequence

    If you select employee in the Report Sequence field, select how you want employees sorted; either alphanumeric (employee name) or numeric (employee number).

    Update

    Select either Update or Report Only.

    If you select Report Only, the application lists employee with their eligibility dates.

    If you select Update, the application creates benefits for eligible employees and lists the new benefits.

    First run this form in Report Only to review the updated benefits edits. Then run this report as Update.

  5. Select the Add function.
  6. Submit the report.

Options for Terminating or Replacing a BN Plan

A CSV file created on Mass Benefit Termination (BN103) can be manipulated and used to load benefit enrollments into a new plan using Batch Benefit Enrollment (BN531).