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general:1095_setup_insurancecompany_code_table
Set up insurance company codes table
Personnel > Tables > Insurance Company Codes
Add codes for health insurance plans.
Note: It is not necessary to add separate codes for each health insurance plan since you can see the current detail in their deduction screens.
| Add |
Click to add insurance company data. A blank insurance company code record is displayed. | OR | Retrieve an existing record. |
Click |
|---|
❏ Under Insurance Company Codes:
| Field | Description |
|---|---|
| Company Code | Type the code associated with the insurance company. The field can be a maximum of five digits. |
| Company Name | Type the name of the insurance company. The field can be a maximum of 30 characters. |
| Street Nbr | Type the street number of the insurance company. The field can be a maximum of six digits. |
| Street Name | Type the street name of the insurance company. The field can be a maximum of 20 characters. |
| City | Type the name of the city in which the insurance company is located. The field can be a maximum of 25 characters. |
| State | Click  to select the two-character abbreviation of the state in which the insurance company is located. |
| Zip Code | Type the five-digit zip code that indicates the location of the insurance company. |
| +4 | Type the four-digit additional zip code indicating the location of the insurance company. |
| Phone Number | Type the three-digit area code and seven-digit phone number of the insurance company. |
| Extension | Type the phone number extension, if applicable. |
| Contact | Type the contact name associated with the insurance company. The field can be a maximum of 30 characters. |
❏ Under Insurance Plans, click +Add to add a plan number, description, and group number. The system populates the Code and Company Name fields with data from the selected company.
| Plan Number | Type the insurance plan number. The field can be a maximum of 20 digits. |
|---|---|
| Plan Description | Type the description of the type of insurance plan. The field can be a maximum of 20 characters. |
| Group Nbr | Type the group number for the district. The field can be a maximum of 20 digits. |
| Self-Insured | Select to identify the health insurance plan as being a plan in which the employer assumes the financial responsibility for providing health care benefits to its employees. This field should be selected for PPO plans (e.g., TRS ActiveCare 1-HD, 2, and Select plans). |
❏ Click Save.
general/1095_setup_insurancecompany_code_table.txt · Last modified: 2022/12/15 15:21 by emoreno