Ending Enrollment Using Eligibility

Access the Stop - Override Date and Status form.

To end enrollment using eligibility:

1. On the Work With Enrollment With Eligibility form, to locate the employee's plans, complete the Employee Identification field.

2. To limit the records that appear, click Display Elected Plans and Plan Options.

3. In the Effective Date field, enter a date one day later than the date on which you want to end the enrollment.

4. Click Find.

5. To end enrollment in a plan on the date that you defined in the enrollment parameters, select the plan and then select Stop - Auto Dt/Sts from the Row menu.

   If no enrollment parameters exist, the system ends the enrollment one day prior to the effective date.

6. To end enrollment in a plan on any date other than the date that you defined in the enrollment parameters, select the plan and then select Stop - Ovrd Dt/Sts from the Row menu.

7. On Stop - Override Date and Status, complete these fields and click OK:

   • Enrollment End Date

   • Enrollment End Status

     On Work With Enrollment with Eligibility, the system displays a circle with a line through it in the row header of the record for which you ended enrollment.

8. To cancel the change, double-click the row header for the plan.

9. To complete the change, click Submit.

   After you submit the change, the circle with a line through it disappears.

   When you end an employee's enrollment in a benefit plan for which employee payroll history exists, the system updates the employee's deduction, benefit, accrual (DBA) instructions with an ending date for the associated DBA. Depending on how the enrollment ending date corresponds to the payroll cycle, the ending date for the DBA might differ from the enrollment ending date. Typically, the ending date for the DBA is the date on which the DBA was last recorded in the employee's payroll history; that is, the last time that a deduction was made from the employee's payroll. However, if the enrollment ending date is greater than the DBA history date, the date that the system assigns for the DBA ending date is the enrollment ending date. When you end an employee's enrollment in one plan at the same time that you enroll the employee in another plan, the effective date of the DBA associated with the new plan is equal to the effective enrollment date for the new plan.