How to Properly Terminate an Employee

Before you terminate an employee in the Benefits Portal, check whether they have a reimbursement sitting in "Pending" status on the Reimbursements tab.

Why this matters: terminating an employee doesn't cancel a reimbursement that was already approved but hasn't been paid out yet, and it doesn't claw back one that's already "Processed."

But the system also blocks payment processing for terminated employees — so a "Pending" reimbursement left behind gets stuck.

Recommended termination steps:

1. Check the employee's Reimbursements tab for anything in "Pending" status.
2. If something is pending, contact support@stretchdollar.com before terminating so we can resolve it first.
3. Once clear, follow the standard steps: go to the "Add Employee" tab, select the "x" under the Role column for that employee, enter their termination date, and click "Terminate Employee."
4. The employee will be contacted directly about their coverage options (keep the plan, cancel it, or explore marketplace subsidies).

You won't be charged an admin fee or reimbursement amount for a terminated employee going forward.