How to add or remove an employee
Have you recently hired a new employee, or has one left your team? Follow the steps outlined below.
Adding an employee
Just a few steps are required:
- Navigate to the “Add Employee” tab on the left side navigation.
- Select “Add Employee” in the right corner
- Enter their information and select the Save & Invite button. A form will pop up asking for relevant employee information: Name, Email, Employment Start Date, Employee Status, Reimbursement Allowance and Role.
Note: An employee will be unable to receive a reimbursement allowance until the first day after the company’s designated waiting period. That's why we ask about the start date!
This step triggers a Benefits Portal invite directly to the employee. Now you're done! The baton is in their hands to complete their enrollment...with help from us.
Removing/Terminating an employee
If an employee no longer works for your company and needs to be removed from your Benefits Portal, follow these instructions:
Navigate to the “Add Employee” tab on the left side navigation.
- Select the "x" under the "role" column for the employee you wish to remove
- Add the date when you wish to terminate the employee's health benefits
- Click the button "terminate employee"
When an employee is terminated, our platform will request the employee’s personal email address so we can reach out to them directly about next steps regarding their health coverage and to remind them that they will no longer be receiving the ICHRA allowance from the employer. We then send a letter to the employee outlining their options, which typically include:
- Keeping their current health plan
- Cancelling the plan
- Contacting HealthCare.gov or their state marketplace about subsidies if their income has changed