How to Clear out a Benefit Enrollment

The steps below will describe how to clear the coverage from a benefit for an individual.

Note: clearing an enrollment returns the benefit to an unenrolled status. If this benefit is included on a data feed, please make sure to first check with the carrier to determine how this will affect their internal system. The employee will no longer be included on subsequent data feeds or reports as enrolled in that coverage.

  1. From the Home screen click on Employees.

  2. Click on an Individual’s name to open the Employee Details screen

  3. Click on the Benefits page to display the benefit listing for the individual.

  4. Click View/Modify next to the benefit name and then Clear Enrollment.

  5. Click OK to confirm (Some benefit types will display Confirm instead).

  6. The benefit then will then show as no longer enrolled and will be listed under Eligible benefits