How to terminate an employee

If an employee no longer works for your company, deactivate them in your Benefits Portal. This ends their ICHRA benefit and lets us contact them about their health coverage.

How to deactivate an employee

1. Go to Employees in the left-side navigation and open the Active Employees tab.
2. Find the employee and click the "..." in the Actions column.
3. Choose Deactivate employee.
4. Fill in the form:
   • Deactivation Date: the day their benefit ends. It can be today or a future date, but not a past date.
   • Notification Timing: whether we email the employee right away or on the deactivation date.
   • Employee's Personal Email: where we'll send them next steps for their health coverage.
   • Reason for Deactivation (optional).
5. Click Deactivate Employee.

If you picked a future date, the employee shows as Scheduled to deactivate until that day. You can undo it before then: click "..." and choose Cancel deactivation. Once the date has passed, the employee moves to the Deactivated Employees tab, and only our support team can reactivate them.

Before you deactivate

• Approve any pending reimbursements first. Check the employee's reimbursements for anything waiting on your approval or in "Pending" status. Reimbursements can't be paid once the employee is deactivated. If something is still pending, chat with us live during business hours (fastest option) or email support@stretchdollar.com before you deactivate.
• Check the date against the 25th. Auto-Reimbursements are sent on the 25th for the following month. If the deactivation date is before the 25th, no payment is sent for the next month. If it's on or after the 25th, next month's payment has already been sent, and we can't reverse it.
• If their last day has already passed, the form won't accept a past date. Chat with us live or email support@stretchdollar.com and we'll help.

What happens next

• The employee's Auto-Reimbursements stop.
• We email the employee about their options: keep their individual plan, cancel it, or check HealthCare.gov or their state marketplace for subsidies. Their insurance policy stays between them and their carrier. StretchDollar doesn't cancel it.
• You get an email with next steps.
• You won't be charged an administration fee or any reimbursement amount for them going forward.

Deactivating an admin

The Deactivate employee option doesn't appear for admins. If the person leaving is an admin, email support@stretchdollar.com first so we can remove their admin access. See My Employee Was Set as Admin by Accident — How Do I Fix It?

Someone you never invited

If the person is on the Pending review tab (for example, from a payroll sync) and was never invited, choose Remove instead. They won't be added to your account.