How to terminate an employee
If an employee no longer works for your company and needs to be removed from your Benefits Portal, follow these instructions:
Important: 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:
- Check the employee's Reimbursements tab for anything in "Pending" status.
- If something is pending, contact support@stretchdollar.com before terminating so we can resolve it first.
- 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."
- The employee will be contacted directly about their coverage options (keep the plan, cancel it, or explore marketplace subsidies).
Note: The termination date field only accepts today's date or a future date — it can't be backdated. If the employee's last day has already passed, contact support@stretchdollar.com and our team may be able to assist you further.
