When terminating an employee, the following information is required:
Last date of employment
Last date of benefit eligibility
Keep in mind that individual health plans run through the end of the month and cannot be terminated mid-month.
There are two ways to terminate an employee in the platform
Log in to your Zorro Admin Portal.
Go to the Employees Tab from the menu on the left of your Overview page
On the employees tab
Locate the employee
Tick the box next to their name
Click on the purple Action button
Choose Employee Administration from the menu
Terminate Employee
From the Employee Page
Click on the employee’s name whose email needs to be updated.
Click the three horizontal dots (⋯) next to the employee’s name.
Select Employee Administration → Terminate Employee.
Enter the last date of employment and the last date of benefit eligibility then click Submit.
After you perform the action on the platform, Zorro will deactivate the employee’s Zorro Pay card. The employee will be notified that they can continue their plan by setting up their own payment method.
Important note: It’s important to submit terminations on Zorro as early as possible and as soon as you learn about them. If termination is processed after the 15th of the month, the carrier may have already pulled the premium for the following month. In such cases, it’s highly likely that it will not be possible to reverse the transaction with the carrier or retrieve the funds they have pulled. You will then need to retrieve the allowance from the employee in their last paycheck, or collect it from them retroactively in some other way. Submitting a termination early helps to increase the odds that there will not be any payment issues with the employee.