As best practice, we recommend following the steps below to process terminated employees for medical coverage, even if they terminated prior to the end of their waiting period for ACA purposes.
End Coverage
- Search for the employee who will be terminated.
- Go to Benefits and click ACA Profile.
- Click the Employee Status History tab.
- Select all records.
- Go to the Actions dropdown menu and click Delete Selected Record(s).
- Confirm the deletion.
- Go to Employee and click Demographic Info.
- Click the Employees tab.
- Take note of the employee's termination date and termination reason.
Adjust the following fields and make the Change Effective Date match the employee's Hire Date
- Make the "Change Effective Date" match the employee's "Hire Date".
- Switch Employee Status back to "Full Time".
- Switch Benefit Status back to "Active".
- Delete the Termination Date and switch Termination Reason to "-- Not Applicable --".
- Save your changes.
- Go to Benefits and click Benefits.
- Click Check Eligibility.
- Enter the employee's Benefit Eligibility Date and click View Eligible Benefits.
- Select Medical ONLY.
- Click Process Eligibility.
- Update the Start Date to see the appropriate medical benefit record.
- Click the Benefit Range.
- Click Save & Continue to progress to the next step.
- From "Step 2 - Set Dates", make the end date the same as the start date. Click Save & Continue and confirm the change from "Step 3 - Confirm". This shows that an offer would have been made, so we recommend making it 1 day since the employee terminated prior to the end of their waiting period.
Reterminate Employee
- Go to Employee and click Demographic Info.
- Click the Employees tab.
- Set the Employee status to "Terminated" and set the Termination Date and Termination Reason to what was noted in Step 9.