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general:add_insuranceinformation
Add insurance data to employee records
Personnel > Maintenance > Staff Demo > Insurance
Ensure that each employee has updated insurance data on the Personnel > Maintenance > Staff Demo > Insurance tab. You can manually enter the data or use the Personnel > Utilities > Import Staff Demo Insurance Data page to import the insurance data from a file provided by a third-party administrator or an enrollment vendor.
| Retrieve an existing 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. Note: The employee autosuggest field includes employees whose records were created in Personnel but do not have a Pay Info or Job Info record. If the employee number does not exist in the system, a message is displayed prompting you to create a new employee. Click Yes. |
|---|
❏ Click +Add to add a row.
| Field | Description |
|---|---|
| Company | Click  to select an insurance company. |
| Plan Number | Type or click  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 to select a plan type to include the appropriate individuals. |
| Employee Insurance ID | Type the insurance ID for the employee. The field can be a maximum of 20 digits and is optional. |
❏ Under Individuals Covered, click +Add to add a row for each individual, including the employee covered by the selected plan in the top grid.
It is recommended that you leave the Coverage End Date field blank until an individual is no longer covered by the plan. This will tell the system to assume this coverage is active until you put a set date in and therefore, keep you from having to manually update the coverage dates each year.
❏ Click Save.
general/add_insuranceinformation.txt · Last modified: 2021/09/28 15:25 by emoreno