BambooHR Integration - Terminate an Employee

If you have terminated an employee in your BambooHR portal, you’ll need to process that termination in Maxwell Health.

Before you start, please confirm:

For more general information, read an overview of the BambooHR integration

Terminate an employee

Take the following steps (or view a slideshow of the steps) to terminate an employee and their benefits coverage and render them inactive in your BambooHR and Maxwell Health systems:

  1. Terminate the employee from your BambooHR portal 
  2. Within 15 minutes, the employee termination will sync to Maxwell Health*
    • You’ll receive a notification from Maxwell health that an employee has been terminated in BambooHR with the Termination Date from BambooHR included in the body of the notification.
    • Please note that if you don’t receive a notification, you can always check the integration log for the status of the sync by going to Settings > Integrations > BambooHR under Current Integrations tab > Details > Log tab.
    • Please note you can also manually sync your BambooHR integration at any time, but it’s not recommended. You can do this by going to Settings > Integrations > BambooHR under Current Integrations tab > Details, and press Sync.
  3. Terminate the employee benefits in Maxwell Health
    • Finalize the termination workflow in Maxwell by going to the employee’s profile and selecting Options>Terminate Employee.
    • Set the end date to terminate any products they are currently enrolled in.  
    • The employee's status will change from "Active" to "Inactive" on the Date of Termination, and they'll no longer have access to the platform. 

*Please note that if the termination date listed in BambooHR is in the future, the termination will not sync over to Maxwell until that day

View a slideshow of the steps  

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