How to Create a New Status

In the Status Information section, click on the appropriate new status option.

Fill in all required fields fields.

Fill out any optional fields, if applicable.

Required fields for Active status:

  • Hire Date
  • Job Start Date
  • Full/Part Time
  • Salary

Required fields for Retiree :

  • Retirement Begin

Required fields for Cobra :

  • Cobra Begin

Click the save icon.

An alert will confirm that the record has been saved.

Once the record is saved, the coverage elected by the Retiree/Cobra participant can be added to the site by the administrator manually.