When terminating an employee, it is recommended to terminate them from the benefit page as it allows you to terminate their employment, benefits, and more.
Navigating to Terminate Benefits for an Employee
- From the menu, expand Employee, expand Benefits, and click Benefits.
- If already viewing an employee profile, you can hover over "Benefits" to show the available pages. Click Benefits.
- Click Terminate on the Benefits page.
Terminate Menu
- Employee Status - The system will set this field to 'Terminated'.
- Benefit Status - The system will set this field to 'Inactive'.
- ACA Employee Status - The system will display the employee's last ACA employee status on record.
- Employee Term. Date - The system will default the termination date to the day that you click the 'Terminate' button, but you can update the date to the employee's actual termination date.
- Term. Reason - An optional field that allows you to select the options entered from the related field value.
- Lock Employee Account - If enabled, will lock the employee out of your Employee Portal.
If the employee has benefit records on file, the bottom section will allow you to terminate those records. You must terminate the record even if the employee has waived coverage.
Enter the 'Termination Date' for each Benefit listed. The 'End Date' will be changed to the 'Termination Date' when the 'Terminate' button is clicked.
After terminating an employee, it is recommended that a Note record be added that includes a summary of the employee’s termination.