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Human Resources > Maintenance > Staff Demo > Insurance
This tab contains insurance information for the employee. The data includes the insurance company, the plan type, coverage information, the individuals covered by the plan, and the demographics of the dependents covered.
| Retrieve an existing record. | Search for a record.
Begin typing the employee name or number. As you type the data, a drop-down list of corresponding data is displayed. Select an employee and click Retrieve. Or, click Directory to perform a search in the Employees directory.
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Click +Add to add a row.
Under Individuals Covered By:
Click +Add to add a row for each individual covered by the selected plan in the top grid.
Click Save.
| Retrieve | Retrieve data.
The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost.
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| Documents | View or attach supporting documentation. |
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