If an employee moves to a new division, it should be handled as a Term/Rehire on your Employee Datasheet:

  • In the first line of employee data, enter the last day they were assigned to the original division in the Term Date column.
  • Then create a new line of data, and in the Hire Date column, enter the date they were first assigned to the new division.
  • You will also need to adjust the Coverage End Date and Coverage Begin Date, depending on when their coverage ended under the first division and began under the new division. Note: The Plan ID may or may not change, depending on whether their original plan is still available at their new division.



For more information, see the Employee Datasheet Guide – Division Changes and the Scenario Spreadsheet.