Overview
If an Employee account is no longer active with an Employer, you can terminate the Employee. This article explains the differences between each option.
IN THIS ARTICLE
How to terminate an Employee
To terminate an Employee, you will first need to access the Employee’s user details.
To access user details:
- Go to the Proposals page.
- Find client’s Proposal. Select the kebab menu, then choose Edit.
The Employee you want to terminate must be associated with your client.
- Navigate to Step 2: Employee Demographic in the Proposal.
- In Step 2: Employee Demographic, find the Employee you want to terminate and select the Edit icon to access the Employee Hub.
Note: The Edit icon will only be shown if the Employee has already created an account for the Employee Interview. If they haven’t created an account yet, you will not be able to terminate them.
- In the Employee Hub, select Administer User.
On the Administer User page, you can terminate the Employee's coverage
Terminate the Employee
If an Employee is no longer covered by the Employer, but rather under a continuation coverage like COBRA or State Continuation, you or the HR Manager can begin the termination process.
Note: This process terminates the Employee's coverage only, not their employment!
From the Employee’s Administer User page, select the Terminate button.
Then, complete the following areas:
- Termination Date
- Termination Type (Voluntary, Involuntary, Death, or Retire)
- Enrolled in medical benefits for 3 months before termination (if applicable)
- Set the Employee's Benefit Status to COBRA/State Continuation (if Employee needs to be included in the Client for reporting or census purposes)
Save when complete. Then, you can generate a Termination Form to send directly to the Carrier(s), stating that the Employee's coverage will be terminated.