Overview
If an Employee account is no longer active with an Employer, you can terminate or delete the Employee. This article explains the differences between each option.
IN THIS ARTICLE
How to terminate an Employee
To terminate or delete an Employee, you will first need to access the Employee’s user details.
- Go to the Employers page.
- Find Employee’s Employer. Select the kebab menu, then choose Edit to access the Employer Hub.
- In the Employer Hub, find the Employees section and select the View option to access the Employees page.
Note: To access this option, the Employer must have at least one open Proposal, and the Medical Health Questionnaire turned on. See this article for more information.
- On the Employees page, find the Employee you want to terminate. Select the kebab menu, then choose Edit button to access the Employee Hub.
Note: The Edit button will only show if the Employee has created an Employee account.
- In the Employee Hub, select Administer User.
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.
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)
Note: This process terminates the Employee's coverage only, not their employment!
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.
How to delete an Employee from their Employer
You can completely delete your access to an Employee's account if this Employee is no longer using their Employee account or associated with their Employer.
Note: Deleting an Employee from your Agency does not delete the account permanently. An Employee that would like to have his or her account deleted permanently must call 216-367-9730 to speak directly with our Customer Support team.
- Go to the Employers page.
- Find Employee’s Employer. Select the kebab menu, then choose Edit to access the Employer Hub.
- In the Employer Hub, find the Employees section and select the View option to access the Employees page.
Note: To access this option, the Employer must have at least one open Proposal, and the Medical Health Questionnaire turned on. See this article for more information.
- On the Employees page, find the Employee you want to delete. Select the kebab menu, then choose Delete button.
A Delete Employee message will appear, asking you to confirm the deletion. Select the Delete button, and access to this account will be deleted.
Note: Deleting will remove the Employee from all open Proposals and the Employer permanently.
Employees that are deleted from an Employer can still access their accounts but will need to complete an Employee Transfer to do so.