How can I terminate benefits for an employee who is moving from Full-Time to Part-time?

If you've applied our Org Units and Allocations enhancement, follow these steps:

1. Go to the employee's profile in HRIS.

2. Click Manage next to the employee's Class assignment on the General tab.

3. Click Add Record.

4. Select the appropriate Start Date of the part time assignment.

5. Update the Class to the new part time class.*

6. Select Yes or No to "Would you like Namely to set a termination date for the employee's current benefits?" 

   • Select Yes if this employee's Benefits and Benefit Deductions should now terminate in accordance with the plan's termination period rules.

   • Select No if their Benefits and Benefit Deductions should continue.

7. Click Save.

*Note: You will only see this option if the class you have selected to move the employee to is marked as Benefits Disabled on the Company Class page. You can review this setting by going to Company > Settings > Classes.      

If you have not applied our Org Units and Allocations enhancement, follow these steps in Namely Payroll:

1. Go to the employee's profile.

2. Click Demographics.

3. Click Add.

4. Select the appropriate Start Date of the part time assignment.

5. Update the Class to the new part time class.

6. Select the checkbox to activate the Auto Terminate Plans.

7. Select the checkbox Terminate plans if selected class has no benefits. 

8. Click Save.

The employee's Benefits and Benefit Deductions will now terminate in accordance with the plan's termination period rules.