Termination Benefit Processing
Purpose
This article outlines the steps necessary to end date an employee's Benefit Coverage, Deductions, and Earnings within the Terminate Employee HR Action.
Please be aware that this guide is not all encompassing and that termination settings are customized per client. If you have any questions regarding a specific setting, approval, or process within your system or its purpose, please reach out to your designated specialist or to the hrtechsupport@greenleafbizsolutions.com email for assistance.
Ending Benefit-Related Effective Dates
To begin, you'll need to log in to your Elevated account and initiate a Terminate Employee HR Action.
For guidance on how to initiate a Termination, please see this Article.
Within the Termination screen, the following fields will need to be filled in to identify when an employee's coverage and deductions should be ended.
- Benefit Coverage End Date - Use this field to indicate when Active Benefit Coverage should end for the employee.
- This field should pre-populate based on what was entered previously for the Termination Date.
- Benefits Deduction/Earnings End Date - Use this field to indicate when Active Benefit Deductions/Earnings should end for the employee.
- This field should pre-populate based on what was entered previously for the Termination Date.
- Benefit Profile - Select the + Add button to add a line to the Benefit Profile and identify the employee as Not Benefit Eligible with an effective date of either their Termination Date (if coverage ends on date of term) or the First of the Month Following Their Termination Date (if coverage extends through the end of the month).
Please Note: If your company's benefit settings are configured such that benefit coverage is provided through the end of the Term Month, the system will automatically extend coverage end-date out based off of the employee's Termination Date.
Once these fields and all other relevant information has been entered into the Termination screen, you can select to Submit for processing.
Potential Resolution(s)
In the event that an employee has any future-dated benefit plans, you will need to delete those plans from the employee's profile, as they never would have been eligible for the plans based on their termination date.
Once an administrator has selected the Terminate in their bell to finalize the termination, a pop-up will appear to alert you of any outstanding items may need to be resolved (including future-dated benefit plans). If you do receive a resolution indicating that an employee has future-dated benefit plans, you will have two options available:
- Ignore - Keeps the plans attached to the terminated employee.
- Delete All - Deletes the future-dated plans from the employee's record.
Please Note: It is recommended to select Delete All in these instances, as extended coverage (or coverage that shouldn't exist) can potentially cause issues with payroll and/or ACA reporting.
Once these issues have been resolved and the termination has been finalized, this process is now Complete and the employee's benefits will be end-dated accordingly.
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