The information you are getting ready to enter may be effective immediately, just as it may be effective in the past or the future. That is why you will see a calendar appear as soon as you press the "+" button on the task bar.
After having entered the effective date of the change, you must identify the reason for the change. This will make it easier to track down the changes made to the employee file when you surf through the file's history.
The reasons for the changes are:
New Employee: To be used only when an employee is entered in the system and his eligibility will be triggered manually at a later date. When this happens, he will change from "New Employee" to "Member (new)".
Member (New): You can use this reason in 2 specific cases.
If the eligibility processing is automated according to the hiring date.
If the eligibility is "manual", and a "New Employee" becomes eligible for the insurance.
Change of Eligibility: To be used when you want to manually modify an employee's eligibility. For example, even though the contract provides for a three month waiting period before an employee is eligible for the insurance, you may want to make your new vice-president eligible after one month.
Change in Coverage: To be used when an employee changes his coverage (for example, from Individual to Family). Make the change in the "Insurance Details" tab, in the "Coverages" section.
You can also use it when there is a change to the optional insurance purchased.
In this case, make sure the value of the field of the benefit concerned (VFA, VFC, VFE, DFA or DFP) is "O" in the "Coverage" section of the "Insurance Details" tab, then enter the value of the number of units purchased in the "Optional" section, as well as the regular or non smoker status.
Change in Employment Status: To be used when the employee's employment status changes.
Change in Flexible Plan: To be used when the employee is offered a flexible plan and he wants to make a change. In this case, make the change in the "Flexible" selection of the "Insurance Details" tab.
Location Change: To be used when an employee changes divisions, classes or insurance modules.
Change of Evidence: To be used when the employee exceeds the amounts allocated without evidence of insurability for certain benefits and medical proof is sent to the insurer or an answer is received from the insurer.
Enter the appropriate information in the "Evidence" section of the "Insurance Details" tab.
Change of Province: The employee's province of residence has a direct impact on the taxation of employer contributions. If an employee changes the province of residence, enter this information in the "Salary and Eligibility" section of the "Insurance Details" tab.
Salary Change: To be used if the employee changes insurable salaries. Enter the annual remuneration in the "Salary and Eligibility" of the "Insurance Details" tab.
