Benefits Tab

Use this tab to specify whether employee benefits should be included when you run the Offboard Employees process.

If you do opt to end employee coverage, you must specify which benefit plans are eligible on the Manage Benefit Plans screen. You may also use this screen to specify whether to cancel pending ESS benefits open enrollment, ESS life events and Evidence of Insurability requests.

Contents

Field	Description
End Employee and Dependent coverage for eligible benefit plans	Select this checkbox if the Offboard Employees process should assign a coverage end date to terminated employees and dependents for any benefit plan that is eligible for offboarding. To indicate that a benefit plan is eligible for offboarding, select the Update Employee and Dependent election end dates during offboard processing checkbox on the Offboarding Rules tab on the Manage Benefit Plans screen. On that tab, you will also be able to specify the method that will be used to determine the coverage end date for the terminated employee and/or dependent. When the Offboard Employees process is run, the coverage end date will be set for the selected terminated employees. The benefit plan will only be offboarded for the terminated employee if the End Employee and dependent coverage for eligible benefit plans checkbox is selected for the Offboard Configuration you use during the offboarding process.
Future Benefit Elections	Select how future-dated benefit elections should be handled when the offboarding process is run. Future-dated elections are elections with a start date that is greater than the employee's termination date. This can happen if the employee has already elected benefits for the next year via open enrollment, but their employment is terminated prior to the start of the new year. The options provided will determine how the Offboard Employees process will handle future benefit elections. The options are: Warning message only: Select this option to include a warning message on the Offboard Employees application's Error/Warning Report if a future-dated election is found for the employee being terminated. If you opt to continue processing after receiving a warning message, the future-dated election will not be deleted. Delete future benefit elections: Select this option to include a warning message on the Offboard Employees application's Error/Warning Report if a future-dated election is found for the employee being terminated. If you opt to continue processing after receiving a warning message, the future-dated election will be deleted. Not applicable: This is the default option if the End Employee and Dependent coverage for eligible benefit plans checkbox is not selected. This setting will only be available if the screen End Employee and Dependent coverage for eligible benefit plans checkbox is selected.
Cancel pending Evidence of Insurability (EOI) records	Select this checkbox if the Offboard Employees process should cancel any records on the Manage Employee Evidence of Insurability (EOI) screen where the EOI record has not yet been uploaded (the Benefit Election Uploaded checkbox is not selected). The Process Employee EOI Benefit Elections will ignore any canceled EOI records.
Clear pending ESS benefits open enrollment	Select this checkbox if a terminated employee's pending ESS benefit enrollment options and unprocessed elections should be deleted when the Offboard Employees process is run. ESS open enrollment elections that have already been activated are never removed from the ESS tables. This field will only be available if you are licensed for ESS.
Clear pending ESS life events	Select this checkbox if a terminated employee's pending ESS life events and unprocessed elections should be deleted when the Offboard Employees process is run. ESS life event elections that have already been activated are never removed from the ESS tables. This field will only be available if you are licensed for ESS.