Terminating an employee’s coverage via an automated file feed is the most efficient way to keep your records updated. By updating your HRIS system, you ensure that the termination is automatically transmitted to Lively in your next scheduled file, removing the need for manual updates in the dashboard.
File requirements for termination:
To successfully process a termination, your file must utilize the plan_term action. For all plan types (HSA, HRA, LSA, FSA, MTA, and Commuter), the file must include the employee's unique identifier (either SSN+DOB or UUID), the specific plan name, and the terminationDate.
For HRA, LSA, FSA, and MTA plans specifically, please also ensure your file includes the planStartDate and planEndDate.
Timing and effective dates:
If your file includes a specific terminationDate, Lively will honor that date. However, if this field is left blank, the plan will terminate effectively on the date the file is processed. Additionally, please note that HRA, LSA, FSA, and MTA plans are designed to auto-terminate at the end of the plan year if the employee is not enrolled in a plan for the following year.
Accessing technical documentation:
For a complete breakdown of formatting requirements, you can access the Enrollment File guide. To find this, log in to your Employer Dashboard, navigate to the Upload Files tab, and download the guide.
Troubleshooting: If a termination fails to process, the most common causes are incorrect formatting of the plan_term action or mismatched employee identifiers (SSN+DOB or UUID). Please verify that these fields match your HRIS records exactly before resending the file.
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