Here is a step-by-step guide on how to delete an Employee/Dependent:
Deleting an Employee/Dependent
It’s easy to delete an employee or a dependent from the BenefitNet portal. You can search for the member through the global search function from the homepage or via the 'Members' module in the sidebar on the left as shown below.
When on the home screen, click on ‘Members’ in the sidebar on the left. You’ll be directed to a member search page like the one below:
Once here, you’ll be able to search a member using a variety of filters such as the below:
- Member Status
- First Name
- Middle Name
- Last Name
- Employee Number
- BenefitNet ID
- File Number
For this example, let’s search for a member by using their name such as John Smith. Once you have filled out the name search fields, click the ‘search’ button as detailed below:
The employee’s name and profile summary will appear in the results table at the bottom of the page as pictured below:
Click on the member name. You will be redirected to the employee’s profile page. Click the red "Delete Member" button as detailed in the screen below.
You will be redirected to the below ‘Delete Member(s)’ page. This page gives you the ability to attach any relevant documents and to add any relevant comments.
Select the member you wish to delete in the grid and specify the effective date of deletion. Select using the drop-list provided if you would like to inform the member of this deletion via email notification.
Once you are satisfied with the information displayed, click the ‘Confirm Delete’ button on the bottom left side of the page as pictured below:
You will be directed to the ‘Member(s) Deletion Successful’ page below. Your member deletion request will be submitted directly to your insurer for processing.
Proceed using the action buttons or breadcrumbs for easy navigation.