Add a new hire or mark a leaver

A new hire

On Employees, choose Add employee, give their full name and email, and choose Add employee. To put them on a policy, choose Add to a policy on their record.

A leaver

1. On the employee's record, choose Mark as leaver and set the Last working day.
2. Leave Remove them from the company's cover on that day ticked to ask for their removal from each policy.

Good to know

• The record is kept, and they lose access to the company on the day.
• Cover changes only when the insurer has it: someone being added shows as Pending with the insurer; someone being removed stays covered, marked Removal pending. Changed your mind? Choose Withdraw while it waits.