Automating the Deletion of Future-Dated Enrollments After Employee Termination or Status Change

I am reaching out to the community for guidance or best practices on automating a process in our system to improve efficiency and reduce manual effort.

Our current process involves manually managing future-dated enrollments for employees who are no longer eligible due to termination or a change in employment status. Specifically, we run a report to identify future-dated enrollments, then manually delete the ineligible records from the system. We are looking for a way to automate this process.

Thank you in advance for your help and expertise!

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abrown

I have also not found any "out of the box" options for cleanup of life events for termed employees or events that have passed the enrollment period. We would also be interested in what other customers have done for this and would endorse an Infor Enhancement Request on this if one is submitted. Thanks!

reaganr

Hello,

I'm not aware of Infor functionality to help with this either. We've been managing manually with a report. I had an enhancement request for this but I can't find it so it was probably archived. We've been told that we can create an IPA to do this for us but haven't had the bandwidth to develop that yet. If you do submit an enhancement request, I'd support it.

Thanks,

samantha-miller

We have a custom Term process that removes benefits items and clears other items as well on the term.

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