This article explains the steps to retroactively terminate an employee from various company-sponsored plans using the web app.
Question(s):
How do I retroactively terminate an employee using the employer dashboard?
Answer:
To retroactively terminate an employee, navigate to the employee's details in the web app, select the plan they are enrolled in, and set the termination date through the plan options.
Steps
For HSA Plan:
- Navigate to the Employees tab.
- Search for the employee you want to remove from the company-sponsored plan.
- Click on the employee's name.
- Scroll down to Plan Overview.
- Ensure the HSA Plan is selected.
- Select Actions, then click Terminate Plan Employment.
- Confirm the effective date.
For HRA Plan:
- Navigate to the Employees tab.
- Search for the employee you want to remove from the company-sponsored plan.
- Click on the employee's name.
- Scroll down to Plan Overview.
- Ensure the HRA Plan is selected.
- Select Actions, then click Terminate Plan Employment.
- Confirm the effective date.
For LSA Plan:
- Navigate to the Employees tab.
- Search for the employee you want to remove from the company-sponsored plan.
- Click on the employee's name.
- Scroll down to Plan Overview.
- Ensure the LSA Plan is selected.
- Select Actions, then click Terminate Plan Employment.
- Confirm the effective date.
For FSA Plan:
- Navigate to the Employees tab.
- Search for the employee you want to remove from the company-sponsored plan.
- Click on the employee's name.
- Scroll down to Plan Overview.
- Ensure the FSA Plan is selected.
- Select Actions, then click Terminate Plan Employment.
- Confirm the effective date.
For MTA Plan:
- Navigate to the Employees tab.
- Search for the employee you want to remove from the company-sponsored plan.
- Click on the employee's name.
- Scroll down to Plan Overview.
- Ensure the MTA Plan is selected.
- Select Actions, then click Terminate Plan Employment.
- Confirm the effective date.
For Commuter Plan:
- Navigate to the Employees tab.
- Search for the employee you want to remove from the company-sponsored plan.
- Click on the employee's name.
- Scroll down to Plan Overview.
- Ensure the Commuter Plan is selected.
- Select Actions, then click Terminate Plan Employment.
- Confirm the effective date.
Common Issues/Troubleshooting:
- If you can't find the employee, ensure their name is correctly entered in the search bar.
- If the plan overview does not display the appropriate plan, confirm the employee is enrolled in that plan before proceeding.
Updated: