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How to Offboard Employees

Updated over a week ago

Removing an active participant

If the employee is actively participating in the plan:

  1. Go to Run Payroll as usual.

  2. Locate the employee you are offboarding.

  3. Click the trashcan icon next to their name to remove them from the plan.

Removing an invited employee who hasn’t participated

If the employee hasn’t created an account or contributed to the plan:

  1. Go to Employee Invitations.

  2. Locate the employee.

  3. Click the trashcan icon to remove their invitation.

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