Select employee to record COBRA premium receipt

Selecting an employee to record COBRA premium receipt

Select the “Record COBRA Premium Receipts” hyperlink from the left pane.
The “Select Employee To Record COBRA Premium Receipt” page appears.
The system displays the following.

Date format

The date format applicable to the login user. More details

Select the following

Benefits Enrollment Unit

From the drop-down list box select the organization unit in which an employee must be enrolled to a plan. The drop-down list box contains list of all the organization units where you have permissions to record COBRA premium receipts.

To select through direct entry

Use this method if you know the complete code of the employee, program code and premium period for which COBRA receipts are to be recorded.

Enter / Select the following.

Employee Code	Enter the code of the employee who has to be enrolled to a plan.
Program	From the drop-down list box select the program to which the plan is mapped. The drop-down list box displays the list of all the programs for which the COBRA premium receipts are recorded.
Premium Period	The premium period for which premium receipts are to be recorded.

Select the “Record COBRA Receipts” hyperlink.
The “Record COBRA Receipts” page appears.
To record the COBRA premium receipts, refer “Recording COBRA Premium Receipts” topic.

To select through search criteria

Use this method, if you know just a few characters of the employee code or the employee name. In the search criteria group box, specify the search criteria based on which the system will fetch the records.

To specify the search criteria, you must enter one or more characters that the employee code or employee name contains. Optionally, you can also enter the separation dates. You can also specify the “Program” and “Premium Period” fields, to narrow your search. Search based on wild card characters is also supported. The system fetches the employee records that match the combination of search criteria specified. To increase the probability of finding the closest matching records, you can specify values for as many details as possible.

In the search criteria, you can also specify whether you would like to view receipts pending for authorization.

Enter the following search criteria values, in some or all of the following fields.

Employee Code	The unique employee code of the employee. To view all the employee codes containing specific characters, type in the starting character or characters of these employee codes.
	Alternatively, type in these characters in any combination with wild cards. Example: ECC1, will search for those employee codes that start with ECC1. Other examples are ECC1 and EC*C1.
Employee Name	The name of the employee. To view all the employee names containing specific characters type in the starting character or characters of these employee names.
	Alternatively, type in these characters in any combination with wild cards. Example: To get Jonathan, type in JO, to search for those employee names that start with JO. Other examples are NATHAN, JOAN, and JONATH.

Use the fields below to specify dates to indicate the probable period during which the employees have been separated from the company.

Separation From Date	The date on or after which the employee(s) have been separated from the company. For example, if you enter 09/16/01, the system fetches list of all the employees who have separated after this date.
Separation To Date	The date till which the employee(s) have been separated from the company. For example, if you enter 11/11/01, the system fetches the records of all employees who have separated from the specified date.

Note: To indicate the probable period in which the employee has separated, enter both the From and To dates. The system fetches the records of employees who separated during the period.

You can also specify the program for which COBRA receipts must be recorded

Program	From the drop-down list box select the program to which the plan is mapped. The drop-down list box displays the list of all the programs for which the COBRA premium receipts are recorded.
Premium Period	The premium period for which premium receipts are to be recorded.

You can select the “Show Receipts Pending for Authorization” check box to indicate that the search results must include all the receipts that are pending for authorization.
Select the “ Search” pushbutton.

Note: If only one search criteria value is entered, the system will fetch the records that satisfy this value. If more than one search criteria value is entered, the system will fetch the records satisfying all the specified values. If you do not enter any value in the search criteria group box and select the “Search” pushbutton, the system will fetch all the records that are applicable to the selected benefits enrollment unit.

The system displays the following details in the multiline, for the records that satisfy the search criteria specified.

Employee code	The unique code to identify an employee.
Employee Name	The name of the employee
Separation Date	The date on which the employee leaves the company.
Program	The program for which the COBRA premium receipts are to be recorded.
Premium Period	The premium period for which the COBRA premium receipts are to be recorded.
# Of Plans’ Receipts	The number of plans for which the receipts have been recorded.

What you can do in this page

To select through direct entry

To select through search criteria