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personnel:maintenance:staffdemo:insurance

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personnel:maintenance:staffdemo:insurance [2020/04/16 22:25] – created emorenopersonnel:maintenance:staffdemo:insurance [2021/12/07 15:27] (current) – emoreno
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 ====Add insurance data:==== ====Add insurance data:====
  
 +{{page>general:personnel:maintenance:staffdemo:insurance:body}}
  
-^Retrieve an existing record.|++Search for a record.|{{page>general:hr_retrieveemployeedemo}}++| 
- 
-Click **+Add** to add a row.  
- 
-^ 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.| 
- 
-Under **Individuals Covered By**: 
- 
-Click **+Add** to add a row for each individual covered by the selected plan in the top grid.  
- 
-^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 was terminated in the MMDDYYYY format.\\  \\  If the insurance coverage is still active, leave this field blank.| 
- 
- 
-Click **Save**. 
  
  
 ====Other functions and features:==== ====Other functions and features:====
  
-^Retrieve|++Retrieve data.|{{page>general:retrieve}}++|  +^Retrieve|{{page>general:retrieve}}|  
-^{{:images:mag_edit.gif|Spyglass Icon}} |++View additional information.|{{page>general:spyglass}}++| +^{{:images:mag_edit.png?16|Spyglass Icon}} |{{page>general:spyglass}}| 
-^{{:images:trash_delete.gif?15|Trashcan Icon}}|++Delete a row.|{{page>general:deletearow}}++|+^{{:images:trash_delete.gif|Trashcan Icon}}|{{page>general:deletearow}}|
 ^Documents|[[general:document_attachments|View or attach supporting documentation.]]| ^Documents|[[general:document_attachments|View or attach supporting documentation.]]|
  
personnel/maintenance/staffdemo/insurance.1587075908.txt.gz · Last modified: 2020/04/16 17:25 (external edit)

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