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Remove Employee

When an Employee leaves the company, it is important to remove them from the system.

Find Employee and Select "Status"

Enter Deactivation Date

A "Deactivation Date" is when the employee is no longer part of the plan. The date must be "todays" date or a date in the future.

Back Dating Deactivation

Back Dating is accomplished by performing two steps.

  1. Deactivate as of today
  2. Adjust their "Eligibility Date" to go back in time to when they were not eligible. This will also block claim receipt dates so is an important step.