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Terminating Employee Benefits

Employee benefits can be terminated when their benefits have changed, or when their employment status has been changed. Employment Benefits can be terminated in two ways:

  • During the process of changing the Benefit Group of an Employee.

  • Manually terminated from the Employee Profile.

Terminate while updating

When the employee Benefit Group is changed on the Employee Profile the previous benefits can be expired while settings up the new benefit eligibility and premium dates.

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1Enable Select benefits to expire
2Enter the Coverage and Premium Expiry dates
3Move all of the benefits to the Selected box on the right by pressing >|
4Update the Employee Benefits by pressing OK.
Tip:
The Coverage and Premium Expiry dates should probably be the same as the termination date.

Terminate manually

Employee benefits can be terminated manually from the Benefits Administration > Benefits tab of the Employee Profile.

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1Select the Coverage and Premium Expiry Dates.
2By default all benefits will be selected.
3Expire the selected benefits by pressing OK.
Confirm benefits are expired

You can confirm that the benefits are correctly expired by checking the Benefits tab of the Employee Profile.
(Canadian Payroll > Employee Profile > Employee Profile > Benefits Administration > Benefits).

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1Coverage expiry date.
2Premiums successfully expired will not be active.
3Premium expiry date.
J
Jack is the author of this solution article.

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