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C-surance: Special procedures to start a group in mid month
This documentation will provide a special procedure for situation where a contract is to be effective in mid month and the invoicing period needs to be the 1st of each month.
In such a situation we would need to issue the first billing for the pro-rated portion of the first month, and then bill the following month on a monthly basis.
To help fully understand this procedure, we will provide a step by step description of a sample case where the group billing starts on the 15th of February. The February invoice must only include the premiums for the 15 to the 28th period.
- Divisions/classes configuration
Ensure you have the right Fiscal Start and End Date for each of the Divisions.
The End date must be empty.
- Events Parameters
The fiscal year Start and End dates as well as the date of the first invoice are very important. The date – First invoice should be the 1st of the starting month.
Set the Invoice engine “As per bank calculation”.
Select the “Invoice period” tab and then click on “Initialization”. Ensure that the first period of the list corresponds to the first invoice to be produced.
3. Employees Configuration (Very important)
The effective date of the first change (enrolment) for each employee must be the first date of billing. In our case must be 2007/02/15.
4. Contract and Benefits Configuration
The issuance date MUST be the same as the first day to be invoiced.
Configure the “Process – Change condition” setting to “Prorata of effective days”. This setting could be change, once the first invoice is issued and validated to fit the remaining periods of the contract.
The effective date of each Benefit element must be set at the 2007/02/01. This must be the first movement of each benefit.
5. Group Calculation
Before you generate the Group Calculation, the tables used for calculation MUST be empty in order to ensure the integrity of the data.
In case of doubt contact MDI. This procedure takes a few minute to process.
NB. Should you not find the “Group Calculation” button on your management option, first ensure that you have properly set the Invoice engine “As per bank calculation”. If this is correct and you still cannot find the button, simply exit this client file and reenter it.
6. Billing issuance
Generate the first invoice; ensure that the end result is accurate before validation.
7. SET Configuration of contract
Once done, make sure you reconfigure your “Process – Change condition” setting to respond to your need for the remaining of the contract (See figure 4.2).
