Benefits and transitions

Benefit plans identify plan type, country, employee class, contributions and active dates. Benefit enrollments link one employee to a plan with coverage tier, effective dates, contribution amounts, enrollment event and status. The event distinguishes a new hire from open enrollment, a qualifying life event or termination.

• Source record. Link each enrollment to an employee and an active plan.
• Decision point. HR Business Partner records dated employment changes with old and new context.
• Outcome. Admin assigns transition tasks and checks their recorded outcomes.

Employment history records a hire, promotion, transfer, compensation change, manager change, leave of absence, termination or rehire with an effective date. Onboarding checklists and onboarding tasks coordinate the work around arrival, transfer, rehire or departure. The task owner, due date, status and evidence tell HR what is still pending.

Agree who enters benefit enrollment, who checks plan eligibility and who owns transfer or departure tasks. Review plan effective dates, country and employee class before enrollment. Preserve the effective date on every employee change.

Rehearse an employee transfer followed by a benefit choice that starts on a specific date. Check the employment event against the current position and manager, then check the plan country and effective period before enrolling. For a departure, verify the offboarding checklist remains visible until assigned tasks have their recorded outcomes.

The team should compare the source and outcome records rather than relying on a status label alone. The next owner can then see what changed, when it took effect and which record to investigate if a detail disagrees. Keep an exception visible until its owner resolves it.

Review the plan dates and active flag before offering a choice to an employee. Coverage tier and employee and employer contributions need to agree with the chosen plan. For a termination, the employment event, employee status and benefit enrollment outcome should be reviewed together at the effective date. An offboarding task can remain pending after the employment record changes; its owner still needs to record the actual result and evidence. A rehire should keep the earlier employment history available.

• Active employees — Current employees and their department and position links.
• Current employees — Active employees and employees currently on leave.

Follow employee changes.