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"
We'll take over from here.
