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.
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.
Frequently asked questions
Can I mark an employee as 'Waived' from the Admin Portal?
No. Employers cannot set an employee's status to Waived from the Admin Portal. The employee must submit the waiver themselves through their Member Portal. You can guide the employee to sign in to their Member Portal and select Waive Coverage during their active enrollment window.
If an employee's waiver window has closed and they did not submit in time, contact Customer Experience — manual waiver processing may be possible in certain circumstances.
What does 'Send Sign-Up Link' do when the employee has already signed up?
If an employee has already completed first login and created their account, the 'Send Sign-Up Link' option will be disabled (greyed out or unavailable) — you cannot resend an invitation to an already-active account. If the employee needs to log in again, they should use the Forgot Password flow at the standard sign-in page.
I added an employee but they do not appear in the roster — what should I do?
If you added an employee and they are not appearing in the People table:
Check the status filter — new employees may appear under the 'Pending Invite' or 'Invited' filter rather than the default Active view.
Clear all filters and search by the employee's name or email directly.
If the employee does not appear under any filter, contact Customer Experience — the addition may not have saved correctly on the backend.
I accidentally added myself as an employee — how do I remove myself?
If you appear in the employee roster as a participant but should be admin-only, contact Customer Experience. Self-removal from the employee roster may require backend adjustment to avoid account conflicts, especially if your account is associated with both admin and employee roles.
What is the difference between 'Terminated' and 'Inactive' status?
In the HRA Hub Admin Portal, a terminated employee's status changes to Inactive and they appear in the Inactive tab of the People table. The label Suspended is also used in some portal configurations to indicate a terminated employee who is within their 90-day runout period. Both mean eligibility has ended — the difference is only in labeling across portal versions.
Employees in Inactive/Suspended status can still submit claims for eligible expenses incurred during their active period, for up to 90 days after their termination date.