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How do I remove an employee?

When a team member leaves, here's how to remove them from your OS BENEFiTS account - and what happens to their data afterward.

When an employee leaves your team, you'll want to remove them from your dashboard to keep your roster accurate. Here's how:

  1. Go to Manage Employees and open the View/Edit Team page

  2. Click Remove

  3. Confirm the removal using the prompt

Important: Deleting an employee is a soft delete, their historical data is retained for your records, but they will no longer appear in your active employee list. This is important for benefits administration and billing accuracy.

Questions about removing an employee?

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