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humanresources:maintenance:staffdemo:insurance

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humanresources:maintenance:staffdemo:insurance [2018/08/21 15:47] – emorenohumanresources:maintenance:staffdemo:insurance [2020/07/21 16:11] (current) – removed emoreno
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-======Insurance - HRS3000====== 
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-<div #message></div> 
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-//**Human Resources > Maintenance > Staff Demo > Insurance**// 
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-{{page>general:humanresources:maintenance:staffdemo:insurance:intro}} 
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-====Add insurance data:==== 
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-^Retrieve an existing record.|++Search for a record.|{{page>general:hr_retrieveemployeedemo}}++| 
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-Click **+Add** to add a row.  
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-^ Field                                        ^ Description   ^  /*Table with two rows*/ 
-^Company|Click {{:images:dropdown.gif|Drop-down Arrow}} to select an insurance company.| 
-^Plan Number|Type or click {{:images:smallpicklist.gif|Ellipsis Icon}} to select a plan number for the selected insurance company. Or, press the SPACEBAR to view a list of available plan numbers.| 
-^Plan Type|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a plan type to include the appropriate family members.| 
-^Employee Insurance ID|Type the insurance ID for the employee. The field can be a maximum of 20 digits.| 
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-Under **Individuals Covered By**: 
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-Click **+Add** to add a row for each individual covered by the selected plan in the top grid.  
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-^SSN|Type the nine-digit social security number of the family member covered by the employee's insurance policy.| 
-^DOB|Type the family member's date of birth in the MMDDYYYY format.| 
-^Relation|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the relationship of the dependent to the employee.| 
-^First Name|Type the first name of the dependent. The field can be a maximum of 17 characters.| 
-^Middle Name|Type the middle name of the dependent. The field can be a maximum of 14 characters.| 
-^Last Name|Type the last name of the dependent. The field can be a maximum of 25 characters.| 
-^Gen|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a generation code for the covered individual.| 
-^Coverage Begin|Type the date that the insurance coverage begins in the MMDDYYYY format.| 
-^Coverage End|Type the date that the insurance coverage ends in the MMDDYYYY format.| 
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-Click **Save**. 
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-====Other functions and features:==== 
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-^Retrieve|++Retrieve data.|{{page>general:retrieve}}++|  
-^{{:images:mag_edit.gif|Spyglass Icon}} |++View additional information.|{{page>general:spyglass}}++| 
-^{{:images:trash_delete.gif?15|Trashcan Icon}}|++Delete a row.|{{page>general:deletearow}}++| 
-^Documents|[[general:document_attachments|View or attach supporting documentation.]]| 
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-{{indexmenu_n>20}} 
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humanresources/maintenance/staffdemo/insurance.1534866458.txt.gz · Last modified: 2018/08/21 10:47 (external edit)

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