1. When to Add an End Date
An end date should be added if any of the following occur:
- Change in enrollment status, such as:
- Switching from enrolled to waived
- Switching from waived to enrolled
- Termination of coverage
Adding an accurate end date ensures compliance and correct ACA tracking.
2. How to Add an End Date
Access Plan Information
- From the main menu bar, select Employees, then View/Edit Employees, then Plan Information
3. Select the Employee
- Use the Select Employee dropdown to find and select the employee
4. Edit Plan Selections
- Scroll to the Plan Selections section
- Select Edit
5. Add the End Date
- Enter the appropriate End Date for the current enrollment
6. Save
- Select Save to finalize the changes
