This procedure enables you to create or modify certain parameters of an employee’s group insurance file—the distribution group and benefit groups in particular.
Access: Configuration > Business > Group insurance
1If you have not yet selected an employee, the application will direct you to the Employee list (Employee file) screen to do so.
2Under Basic information, click on 
to select the Plan status corresponding to the employee's situation.
Things to remember The values permitted (displayed in the status list) are linked to the employee status entered under the Employment section of the employee file (Employee file > Employee > Profile > Employment and compensation). Validation is automatically done by the system. As result, it is impossible to select an end-of-employment plan status without insurance if the employee status is active. |
3Define the Employment plan status if you have identical plan statuses (field mentioned in the previous step). Otherwise, this field is automatically updated from the Plan status selection.
Things to remember This field enables having identical plan statuses by controlling different protections. For example, your file can have two end-of-employment plan statuses, one with insurance and another without. |
4If you modify the employee's employment plan status (step 3), enter the Status change date or the Expected return date, if applicable.
Important The default value for the Status change date field corresponds to the date the employee file was created. If the date is deleted, the system will automatically generate a new date that corresponds to the start date of the current pay period. |
5Select the Schedule plan type:
o“Stable”: If the number of regular hours per week is equal to or greater than the number of standard hours (premiums will be calculated according to the Number of hours per pay entered in the employee file (Employee file > Employee > Profile > Employment and compensation).
o“Unstable”: If the number of regular hours per week is less than the number of standard hours (premiums are therefore calculated according to eligible earnings (according to matrices).
6If needed, correct the number of Standard hours to use the premium calculation.
Things to remember The Regular hours field data originates from the employee file (Employee file > Employee > Profile > Employment and compensation). The hours are for one week. |
7Check the Exempt box if the employee is exempt from paying certain coverages during a disability period.
Things to remember Configuration of our system is needed for this field to be functional. This configuration allows to determines the number of weeks required to be eligible for the exemption and sends an error message (specifying the eligibility date) if this number is not respected. For more details, please contact our customer service by submitting a request in the Contact us function ( |
8 If you do not use the salary from the employment profile in the “employee” file, enter the annual salary to use for the calculation of all coverage rates in the Global estimated salary field.
Things to remember This field must be filled out when a coverage is defined using the “Estimated salary” calculation method in the company’s group insurance file (Configuration > Business > Group insurance > Coverage rates). |
9Under Group insurance information, select the Costs allocations.
If the Employment plan status (step 3) is “Without insurance” or “Other without insurance”, leave the Costs allocations field empty.
10Select the Plans.
Important The benefit group is directly linked to the plan. If you modify the benefit group, the corresponding plan will be updated automatically |
11Under Spouse, if the employee has coverage for their spouse, indicate the spouse’s sex and date of birth. If the spouse is a smoker, check the Smoker box.
12Under Protection for effective date: yyyy/mm/dd, validate the information per protection and if needed, make modifications (refer to the procedure Creating or modifying protections).
13Under Modification history, enter the modification reason as needed. If it does not exist in the list, you can add it by selecting ''Add item''.
14Click on Save.
Things to remember The effective date in the title of the Protection for effective date yyyy/mm/dd section is generated by the system when the insurance file is created (equal to the employee’s hiring date) or when the protections are modified (equal to the current period’s start date). This date generates the Insurance coverage in the employee file (Employee file > Employee > Benefits). |
For more information
Group insurance management - Additional information
Group insurance profile management (employee) - Additional information
Viewing group insurance (Company) - Additional information