When Benefit records need to be deleted from an employee's record because of ineligibility or wrongful processing, an administrator may delete them from the benefits screen.
NEVER delete a benefit if it has already been sent to a benefit carrier on an EDI file, even if it was incorrect or never should have been there. You still need to process a termination and if it should not have been entered, you can do either of the following to void the benefit, depending on your carrier requirements:
- Set the expiration date of the benefit to match the effective date (i.e. 10/1/2024 – 10/1/2024).
- Set the expiration date to one day before the effective date (i.e. 10/1/2024 – 9/30/2024).
Navigating to Delete Benefits for an Employee
- From the menu, expand Employee, expand Benefits, and click Benefits.
- If already viewing an employee profile, you can hover over "Benefits" to show the available pages. Click Benefits.
- Click Delete on the Benefits page.
Deleting Benefits
- The administrator may need to filter the start or end date from this screen to locate the benefit needing to be deleted before selecting the delete icon.
- Click .
- Select the Benefits to delete with the checkbox on the left-hand side.
- Click .