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Have you tried ending an employee’s benefit or change an amount/rate and received an end date that you were not expected?  Let’s examine how ending benefit plans work.

 

DBA History plays a big part in how DBA plans will end.

 

Enrollment w/Eligibility

If 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
    • 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.

 

Enrollment Overrides

  • Requires manual entry
  • Eligibility requirement are waived
  • Enter the actual date on which you want to stop the benefit plan

 

If payroll history exists:

  • The system updates the employee’s 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
  • When the enrollment ending date is greater than the DBA history date, the date the system assigns for the DBA ending date is one day prior to the enrollment ending date.
  • When the enrollment end date precedes the date on which the DBA was last recorded in the employee’s payroll history, the DBA ending date is the payroll period end date that was last recorded in the DBA record

 

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 that is associated with the new plan is the same as the effective enrollment date for the new plan if the enrollment date is after the DBA history date. Otherwise, the new DBA begin date will be one day after the DBA payroll history date, which is different from the enrollment date. This situation generally occurs when you correct a mistaken enrollment after payroll has been processed.

 

NOTE: When no payroll history exists, the system will process the instruction regularly without end-dating it. While Batch Enrollment was not mentioned, the same applies.

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