Probationary Period

An employer can designate a probationary period for their workers and wait to enroll such workers until after the probationary period expires. However, for Concordia Plan Services purposes, the period cannot exceed 90 days. In order for Concordia Plan Services to honor the probationary period, an employer must complete a Certification of Probationary Period form and have it on file with the Concordia Plan Services office. The form allows an employer to have different designated periods for different classes of workers (clerical staff, day-care staff, etc.).

The probationary period, if adopted, must be applied equally for all workers in the specified class of employees. An employer who delays enrollment of a worker until a probationary period is completed must provide a written copy of such probationary policy to Concordia Plan Services. If Concordia Plan Services does not have a copy of the employer’s probationary period on file, it will be assumed that no probationary policy applies with regards to Concordia Plan Services. The Certification of Probationary Period is also available by calling the Concordia Plan Services office toll-free 1-888-927-7526.