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Remove Employee from a Benefit

When an employee no longer needs a benefit or is no longer eligible for it, you can remove them from the benefit in Workmax. Follow these steps to remove an employee from a benefit:

  1. Sign in to your "Workmax" account with an admin account.
  2. Go to the "Expenses & Benefits" section.
  3. Click on the "Benefits" tab.
  4. Select the benefit you want to add the amount made good for.
  5. Select the employee you want to remove from the benefit.
  6. Click on the "Remove" button.
  7. Confirm that you want to remove the employee from the benefit by clicking on the "Confirm" button.

Note: You can only remove employee from a benefit which has not been payrolled or reported to HMRC.

Workmax will now remove the employee from the benefit. The benefit will no longer be associated with the employee, and they will no longer have access to it. If you have any questions or need help, please contact Workmax Support.