Import Terminations
Working in the Personnel Import under Terminations category...
Expand member record.
- Review demographics and contact information
- Enter Termination date and Reason for Separation
- Select Term All (terminates status and benefit class)
Term All: This option should be used most of the time. It terminates both Status and Benefit Class, terminating employment and coverage.
Status Only: This option should rarely be used. It terminates employment only, and coverage remains active.
Go To Record option takes administrators directly to the member's record for further review or verification of updates. This option is available in each section.