Our People Management system streamlines your workforce administration tasks. The available actions include such actions as adding an employee, terminating an employee, searching for an employee, and more.
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Adding employees:
If you are looking to manually add an employee individually, see our help article Add Employee(s) to Your Roster - Manual
If you are looking to add employees in bulk via CSV, see our help article Add Employee(s) to Your Roster - Bulk
Search:
Type in an employees name or email for the People Table to automatically filter out and find the individual you are looking for.
Filter:
There are 2 filter menus available in the People table, Filter by status and Filter by class. By selecting one, or many, filter options the table will automatically filter down to what you wish to see.
If you select Filter by status, the options that show will be
Active
Enrolled
Ineligible
Invited
In Waiting Period
Onboarding
Opted Out
Pending Invite
Waived
Inactive
Suspended
Terminated
If you select Filter by class, all of the class options set for your company will appear.
Terminate an employee:
Admins will want to initiate this function when an employee on their roster is no longer ineligible to participate in the HRA. Besides an employee no longer being employed with your company, it could also be that they become ineligible, based on other company policies.
Scheduling a termination date
When scheduling a termination, here are some things to remember:
The option to change the termination date is only available when editing the employee profile.
When modifying the termination date, the same termination date selector rules apply as when defining it initially. Those are:
Today’s Date
Future Dates:
If selected, the termination event will occur on the specified date.
Invalid Dates (Past Dates or Beyond 60 Days from Today):
These dates cannot be selected.
If an invalid date is manually entered, you will see the following message:
“You must pick a day between today and MM/DD/YYYY (plus 60 days from the current date)”.
Saving Changes:
Any modifications to the termination date will not take effect until the profile is saved.
Steps to terminate
On the People table, find the employee you wish to terminate by using the search function or manually scrolling through the table.
Select the name of the employee you wish to terminate.
Select "Terminate" in red at the top of the table.
Use the date selector to schedule the termination.
Enter "TERMINATE" in the box to confirm.
Select "Schedule Termination" in red.
When you return to the People table, they will now appear in the "Inactive" tab.
Send an invite link:
If an employee did not receive, or lost, their invite link, this function allows you to send a new invite link to the email the employee has on file.
On the People table, find the employee you wish to send the link to by using the search function or manually scrolling through the table.
Select the name of the employee.
Select "Send Sign-up Link" at the top of the table.
If the invite link was sent, you will see this message.
If the user has already signed up, you will not be able to send another invite link to the individual.
Here is an example of what the invite will look like:
Reinstate an employee
Reinstate an employee
Search
Type in an employees name or email for the People Table to automatically filter out and find the individual you are looking for.
Filter
Selecting the “Filter” option at the top of the People Management Table will open the available filter options to you.
Active
Enrolled
Ineligible
Invited
In Waiting Period
Onboarding
Opted Out
Pending Invite
Waived
By selecting one, or many, filter options the table will automatically filter down to what you wish to see.
User will now be under the “Inactive” tab in the People Management Table.
Waive an employee
Waiving an employee refers to the process of opting an employee out of the Take Command Health benefit.
This action can only be completed on users that have completed the steps required to create their account If a user has never logged in, then the admin will not see the ‘Waive’ option in the menu.
Partner and Professional Packages are only billed for active users so it will not affect their monthly invoice if users are not waived.
Starter and Growth Packages are billed for all users that are not waived or opted out, so a user will need to complete account creation and are encouraged to waive themselves at that time (see option 3 of Waive HRA)
Step 1
On the People Management Table, find the employee you wish to waive by using the search function or manually scrolling through the table. Select the ellipsis next to the employee you wish to waive.
Step 2
Select “Waive” from the menu.
Step 3
Confirm your selection
Success Message
If the waive action was processed successfully, you will see this toast message.
