What is the difference between terminating, removing and deleting an Employee?

There are 3 ways that Brokers can handle an Employee account that is no longer active with an Employer:

1. Terminating an Employee's coverage (Employee may be on COBRA or State Continuation)
2. Removing an Employee from a Client 
3. Deleting the Employee completely from the Agency in FormFire

First, find your Client from the Client Dashboard. Open the orange context menu and select Employee List.

On Employee List, find the Employee in question and select Administer User from the orange context menu.

When on the Employee's Administer User page, there will be 3 options available on the top right-hand side of the screen.

Select any of the links below to go to a specific section:

• Terminating an Employee's coverage
• Removing an Employee from a Client
• Deleting an Employee from a Client

Terminating an Employee's coverage

If an Employee is no longer covered by the Employer, but rather under a continuation coverage like COBRA or State Continuation, you or the HR Manager can begin the termination process in FormFire.

From the Administer User page for the Employee, select Terminate.

Then, complete the following areas:

• Termination Date
• Termination Type (Voluntary, Involuntary, Death or Retire)
• Enrolled in medical benefits for 3 months before termination (if applicable)
• Set the Employee's Benefit Status to COBRA/State Continuation (if Employee needs to be included in the Client for reporting or census purposes)

When complete, select Save. Then, you can generate a Termination Form (if available in FormFire) to send directly to the Carrier(s), stating that the Employee's coverage will be terminated.

Removing an Employee from a Client 

You can remove an Employee from their Client and move to your Agency’s Individuals page. This can be used if you still need access to the Employee’s account (EX: inactivity due to an absence at work, vacation, etc) but the account doesn’t need to be associated with the Client at the present time.

From the Administer User page for the Employee, select Remove from Group.

A Remove Employee pop-up appears in the center of the screen. This pop-up states that removing the Employee won't terminate coverage. Select Remove and the Employee will be visible in your Agency's Individuals page. 

Once in your Agency's Individuals page, you have the option to either delete the Employee from your Agency or re-add the Employee to your Client. Employees that are removed from a Client can still access their accounts, but will need to complete an Employee Transfer in order to do so. 

Deleting an Employee from a Client 

You can completely delete your access to an Employee's account in FormFire if this Employee is no longer using FormFire or associated with your Client. Remember, deleting an Employee from your Agency DOES NOT delete the account permanently from FormFire.

From the Administer User page for the Employee, the Broker will select Delete.

A Delete Employee pop-up appears in the center of the screen. This pop-up asks if you're sure you want to remove the Employee. Select Delete and the access to this account has been deleted. 

Employees that are deleted from a Client can still access their accounts, but will need to complete an Employee Transfer in order to do so.