How do I update a participant's employment status?

To update an employee’s employment status, follow these steps:

• Locate the employee in the Plan Sponsor Dashboard.
• Navigate to the Employment information box.
• Click View and edit employment history.
• Select Add a record, enter the termination date and status, and save.

It’s important to add a new record rather than editing existing records to ensure accurate employment history tracking. Always refer to your plan document for details on eligibility and entry rules.

Available status options include Active, Retired, Terminated, Deceased, Disabled, or On Leave. If applicable, enter the termination date, hire date, or rehire date.

For plans with an integration, employment status updates automatically through the integration, ensuring accurate and up-to-date records.

Only employees with Active status are included in payroll processing. Updating an employee’s status promptly helps maintain accurate records and ensures compliance with plan administration.