Offboarding Rules Tab

Specify whether this benefit plan should be included when you run the Offboard Employees process.

If your Offboard Configuration is set up to offboard benefits, any employees assigned to the benefit plan as of the termination date will be offboarded. If you select the Update Employee and Dependent election end dates during offboard processing checkbox, you must specify the method that will be used to determine the coverage end date.

Contents

Field	Description
Update Employee and Dependent election end dates during offboard processing	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 of the Manage Benefit Plans screen. In 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 Employee 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.
End Date Method	Select the method to be used when the Offboard Employees process determines the coverage end date for terminated employees that elected this benefit plan. Options are: On termination date: Select this option if the coverage end date for a terminated employee should be set to their termination date. Day after termination date: Select this option if the coverage end date for a terminated employee should be set to the day after their termination date. End of pay period containing termination date: Select this option if the coverage end date for a terminated employee should be set to the end date of the pay period that contains the employee's termination date. End of termination month: Select this option if the coverage end date for a terminated employee should be set to the last day of the month of their termination. End of termination year: Select this option if the coverage end date for a terminated employee should be set to the last day of the year of their termination. Not applicable: This option will be the default selection if theUpdate Employee and Dependent election end dates during offboard processing checkbox is not selected.