Complete, Terminate, and Rehire Employee Record

When an Employee is are updated through a payroll system that has been linked to the Benefits system, you may need to perform additional steps depending on whether the Employees status is Complete, Terminate, or Rehire.

1. Complete:
   When a new employee is entered in payroll, their information will sync over to the Benefits platform (either automatically at midnight PST or manually when the Sync from payroll button is clicked). From the Benefits Admin platform, compensation info will need to be entered before the employee record is considered Complete and available to be unlocked for enrollments.
   
2. Terminate:
   Employees must be terminated from both Payroll AND the Benefits Admin platform. To terminated in Benefits platform:
   1. Go to the Employee profile and click Actions from the far right of your screen.
   2. Select Terminate.
   3. You will then be presented with a window to enter date of termination, and reason. Enter the last day worked. The system automatically determines benefits end date based on Termination rules configured during plan set up.
      
3. Rehire:
   An employee rehired in Payroll will sync over to the Benefits Admin portal. Similarly to completing a new hire employee record, you will need to confirm/update the compensation info before the employee record is considered Complete and available to be unlocked for enrollments.