How to help employers add/remove employees

Here's how your clients add or remove employees in their Benefits Portal, so their team's coverage stays up to date.

Adding an employee

1. Go to Employees in the left-side navigation.
2. Click Add Employee in the top right corner.
3. Enter the employee's details, including their name, email and employment start date, and click Save & Invite.

The employee gets an invitation to the Benefits Portal to complete their enrollment, and we guide them from there. Employees can't receive a reimbursement allowance until the day after the company's waiting period ends, which is why we ask for the start date.

Everyone added this way is an employee. To make someone an admin, the employer emails support@stretchdollar.com.

Removing (deactivating) an employee

1. Go to Employees and open the Active Employees tab.
2. Click the "..." in the Actions column for that employee and choose Deactivate employee.
3. Enter the Deactivation Date (today or later), choose when we notify the employee, and add their personal email.
4. Click Deactivate Employee.

Ask your client to approve any pending reimbursements before the deactivation date, because they can't be paid afterward. Admins can't be deactivated this way. The employer emails support@stretchdollar.com first to remove their admin access. For the full details, see How to Properly Terminate an Employee as an Employer.