Defining a COBRA Participant

You can create a COBRA participant record or add an employee or dependent as a COBRA participant. If you add an employee or dependent as a COBRA participant, you only need to define the participant's occurrence and occurrence date. The other information (address, social number, birth date, and so on) defaults from the Human Resources application.

You can automatically define a COBRA participant record through automation rules. Setting up automation rules

You can also create COBRA participant records through personnel actions. For more information on personnel actions, see the Infor Personnel Administration User Guide.

To define a COBRA participant

  1. Access COBRA Participant (BN70.1).
  2. Use the following guidelines to enter field values:
    Participant

    Type the COBRA participant's number if adding a participant. Select a COBRA participant number if inquiring.

    Note: Assign COBRA participant numbers or let the application assign them based on parameters in COBRA Parameters (BN00.2). If the Auto Numbering field is Yes, leave this field blank.
    Employee

    If you are adding an employee or an employee's dependent as a COBRA participant, select the employee. If you want to add an employee as a COBRA participant, you only need to define the employee's occurrence and occurrence date. The other information (including address, social number, birthdate, and so on) defaults from Employee (HR11.1).

    Note: A COBRA participant must have an employee number to add a spending account benefit.
    Dependent

    If the COBRA participant you are adding is a dependent with a record in Dependent (HR13.1), select the dependent.

    If you want to add a dependent as a COBRA participant, you only need to define the dependent's occurrence and occurrence date. The other information (including address, social number, birthdate, and so on) defaults from Dependent (HR13.1).

    Occurrence Type

    Select the occurrence that resulted in the person's COBRA eligibility. This is a required field.

    Occurrence types determine the maximum length of time a participant may extend coverage based on the data defined on COBRA Occurrence Types (BN00.3).

    Occurrence Date

    Type the date of the occurrence. This is a required field. The date becomes the default start date for the COBRA participant's benefits; the application uses this date to calculate the COBRA participant's Termination Date.

    If you used a personnel action to create the participant's record, this date is the effective date of the personnel action. If you used Employee Benefit Change (BN100), this date is the benefit stop date.

    Company Notified

    Type the date the COBRA participant notified the company of a qualifying event.

    Note: If the difference between the Occurrence Date and the Company Notified Date is more than the number of Notification Days defined on COBRA Parameters (BN00.2), the participant cannot enroll in the benefits.
  3. Select the Add form function.

Related Reports and Inquiries

To Use
List COBRA participants COBRA Participant Listing (BN270)
Related topics