Stopping Employee Benefits

This procedure outlines the tasks to stop an employee's benefit. To stop an employee's benefit, you must enter a stop date for the benefit. This leaves an audit trail of past benefit enrollments. If you need to delete a benefit instead of stopping it, you don't need to enter a date. Deleting a benefit leaves no audit trail that an employee was ever enrolled. A situation where you would want to delete, rather than stopping an employee's benefit, is if the employee was enrolled in the wrong benefit.

Note: You cannot delete an employee benefit if payroll history exists for the benefit's deductions. If deduction history exists you need to stop, rather than delete, the benefit.

You can determine which benefits display by specifying a date. Plans do not display that have a stop date before the specified date.

When you stop an employee's benefit, the Benefits Administration application stops deductions for the employee in Employee Deduction (PR14.1). If you stop a benefit plan under a flex plan, the application creates or updates the standard time record if one exists for the employee in Standard Time Record (PR30.1). If you re-add the benefit, the application creates new deductions for the employee in PR14.1, and creates a standard time record in PR30.1, if applicable.

To stop an employee's benefits

  1. Access Employee Benefit Changes (BN32.1).
  2. Select the Company.
  3. Select the Employee.
  4. Type the date you want to use to determine which benefits you want to display in the As of date field. Plans do not appear that have a stop date before this date. If you leave this field blank, the current system date defaults.
  5. If you want to limit which plans appear on the form, select the plan type in the Benefit Type field. Leave Benefit Type blank to display all plans.
  6. Select the Inquire function.
    Note: You can select Delete in the line action to delete a benefit. If the employee benefit has any payroll history for the benefit's deductions, you cannot delete the benefit.
  7. Select Stop in the line action on the appropriate line.
  8. Enter the stop date for the benefit. You can enter a future date if you want to.
  9. On the Deduction tab, use the following guidelines to enter field values:
    Start Date

    If you want to use a different start and stop date for benefit deduction, type the start date.

    Stop Date

    If you want to use a different start and stop date for benefit deduction, type the stop date.

  10. Click the Change button.