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Processing Terminated Employees for Medical for ACA

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

  1. Search for the employee who will be terminated.
    CHR - Employee Search - 00.png
  2. Go to Benefits and click ACA Profile.
    CHR - Employee - Benefits - Drop-down Menu - 08.png
  3. Click the Employee Status History tab.
    IHR - Employees - Benefits - ACA Profile - Tabs - 01.png
  4. Select all records.
    CHR - Terminate Employee ACA - Employee Status History - 01.png
  5. Go to the Actions dropdown menu and click Delete Selected Record(s).
    CHR - Terminate Employee ACA - Employee Status History - 03.png
  6. Confirm the deletion.
    CHR - Terminate Employee ACA - Employee Status History - 04.png
  7. Go to Employee and click Demographic Info.
    CHR - Employee - Employee - Drop-Down Menu - 02.png
  8. Click the Employees tab.
    CHR - Employee - Demographic Info - Tabs - Employee - 00.png
  9. Take note of the employee's termination date and termination reason.
    CHR - Terminate Employee ACA - Termination Date Reason - 01.png
  10. Adjust the following fields and make the Change Effective Date match the employee's Hire Date

    1. Make the "Change Effective Date" match the employee's "Hire Date".
    2. Switch Employee Status back to "Full Time".
    3. Switch Benefit Status back to "Active".
    4. Delete the Termination Date and switch Termination Reason to "-- Not Applicable --".
    5. Save your changes.

    CHR - Terminate Employee ACA - Termination Date Reason - 03.png

  11. Go to Benefits and click Benefits.
    CHR - Employee - Benefits - Drop-down Menu - 01.png
  12. Click Check Eligibility.
    CHR - Employee - Benefits - Check Eligibility - 00.png
  13. Enter the employee's Benefit Eligibility Date and click View Eligible Benefits.
    CHR - Terminate Employee ACA - Check Eligiblity - 00.png
  14. Select Medical ONLY.
    CHR - Terminate Employee ACA - Check Eligiblity - 02.png
  15. Click Process Eligibility.
  16. Update the Start Date to see the appropriate medical benefit record.
    CHR - Terminate Employee ACA - Check Eligiblity - 03.png
  17. Click the Benefit Range.
    CHR - Terminate Employee ACA - Benefit Range - 01.png
  18. Click Save & Continue to progress to the next step.
    CHR - Terminate Employee ACA - Benefit Range - 03.png
  19. 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.
    CHR - Terminate Employee ACA - Benefit Range - 04.png

Reterminate Employee

  1. Go to Employee and click Demographic Info.
    CHR - Employee - Employee - Drop-Down Menu - 02.png
  2. Click the Employees tab.
    CHR - Employee - Demographic Info - Tabs - Employee - 00.png
  3. Set the Employee status to "Terminated" and set the Termination Date and Termination Reason to what was noted in Step 9.
    CHR - Terminate Employee ACA - reTermination Date Reason - 00.png
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