In some situations, you may need to track an employee's or dependent's policies separately after they've been removed from a group case or individual case. This could happen for various reasons, such as employee termination or a dependent aging out of coverage. NextAgency simplifies removing employees and dependents from their primary case and converting them into individual case records.
Removing an Employee from their group case record:
To remove an employee from a group case record and create their individual case record, follow these steps:
1. Navigate to the group case record and click on the 'Employees' tab.
2. Locate the employee you want to remove, click the Actions button next to their name, and click on 'Remove Association' > 'Confirm'.
If the employee has at least one associated group benefit, you must confirm whether to retain the benefits or not.
That's it! The employee will now have their own individual case record.
Removing a Dependent from their Primary Case Record:
You can also remove dependents from their primary case record in just a few simple steps:
1. Navigate to the primary case record (Employee or Individual cases) and click on the 'Dependents' tab.
2. Locate the dependent you want to remove, click the Actions button next to their name, and click on 'Remove Association' > 'Confirm'.
Once completed, the dependent will be converted into a separate individual case record.
Adding an Individual Case Record as an Employee or Dependent:
If needed, you can always add any individual case records as dependents or employees to any case. To do this:
1. Click on New in the navigation menu.
2. Select Add Individual Case.
3. Search for the case record and click 'Save'.
Please get in touch with our support team if you have any questions.