Select any of the links below to view a specific step:
Turn on Notifications
For Brokers, FormFire recommends first that you check your notifications settings to ensure that you’re informed of any terminations or Qualifying Life Event changes to an Employee’s account. This step only needs to be completed once.
You’ll need to click your name on the top right-hand side of your screen and select Account Setup.
Scroll down until you see the Employee notification section. The items that will be extremely beneficial to you and to your team for changes and terminations will be An Employee is terminated and Qualifying Life Event Change Notification.
Make sure to add a check mark in the box by the specific notification and click Save. As changes and terminations occur, you’ll receive emails about the action from firstname.lastname@example.org.
Next, you should confirm with the HR Manager the following items:
- Name of the terminated Employee
- Date that they were terminated
- Reason for termination
- If they were enrolled in medical benefits for at least 3 months
Once you’ve discussed this with the HR Manager, you can start the termination process. This step should be repeat for each Employee you'll assist with.
Terminate the Employee
You’ll begin on your Client Dashboard. Find the Group the Employee is in, click the orange context menu and select Employee List.
On the Employee List, locate the Employee in question, select the orange context menu and select Administer User.
This takes you to the User Details page for this Employee.
You’ll need to change the Employee's Employment Status from Active to Terminated. This must be done for all Employee terminations. You can either select the Employment Status from the drop-down menu or you can click the Terminate button on the top right-hand side of the screen.
Bother options yield a series of additional questions that need to be answered:
- Termination Date
- Termination Type (i.e. Voluntary, Involuntary, Death or Retired)
- Would you like to set the Employees Benefit Status to COBRA/State Continuation?
- Was the employee enrolled in benefits for 3 months prior to their termination?
Once all these questions have been answered, click Save at the bottom of the screen. This will return you to the Employee List page for your Client. You’ll see that you can change the view on your Employee List from All to either Active or Terminated.