How to help employers add/remove employees

Helping your clients add or remove employees from their health benefits plan is an essential part of your role as a broker. To make this process as smooth as possible, we've outlined the steps for how your clients can easily add or remove employees in their ICHRA (Individual Coverage Health Reimbursement Arrangement) portal. Following these instructions will ensure that their team's coverage is always up-to-date.

Adding an Employee

Getting your employees set up is quick and easy — just follow these steps:

1. Navigate to the "Add Employee" tab in the left-side navigation.
2. Select "Add Employee" in the top right corner.
3. Fill in the employee's information and click Save & Invite.

You'll be prompted to enter a few key details: the employee's Name, Email, Employment Start Date, Employee Status, Reimbursement Allowance, and Role.

Please note: Employees are not eligible to receive a reimbursement allowance until the day after your company's designated waiting period ends — which is why we ask for their start date.

Once submitted, your employee will automatically receive an invitation to the Benefits Portal to complete their enrollment. From there, we'll guide them through every step!

Removing or Terminating an Employee

If an employee has left your company and needs to be removed from your Benefits Portal, here's what to do:

1. Navigate to the "Add Employee" tab in the left-side navigation.
2. Locate the employee and select the "x" under the "Role" column.
3. Enter the date on which you'd like their health benefits to be terminated.
4. Click "Terminate Employee" to confirm.

Once submitted, we'll handle everything on our end to ensure a smooth offboarding from their benefits coverage.