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general:add_insuranceinformation

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general:add_insuranceinformation [2021/09/27 16:30] – emorenogeneral:add_insuranceinformation [2021/09/28 15:25] (current) – emoreno
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-  * Retrieve the employee record. +^Retrieve an existing record|{{page>general:personnel_retrieveemployeedemo}}| 
-  * Click **+Add** to add a row for the insurance company the employee selected for the school year.  Since ACA is reported over a calendar year, the employee may have multiple lines if they changed insurance companies during the last enrollment period and you built insurance codes for each plan.  Hitting your space bar in the Company Code field will activate a dropdown list from which you may choose. + 
-  * Use the ellipsis to the right of the Plan Number field to select from available Plan numbers  +VCV Click **+Add** to add a row.  
-  * Select the Plan Type the employee chose (Employee Only, Employee and Spouse, Employee and Family, Employee and Children) + 
-  * The Employee Insurance ID field is optional. +^ Field                                        ^ Description   ^  /*Table with two rows*/ 
-  * In the Individuals Covered section, add rows for each individual covered by the insurance plan referenced, including the employee.  This information is available from B-Swift. +^Company|Click {{:images:dropdown.gif|Drop-down Arrow}} to select an insurance company.| 
-  * We recommend leaving the Coverage End Date blank until an individual is no longer covered by the plan.  (Scroll to the far right in the Individuals Covered area.)  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.+^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 individuals.| 
 +^Employee Insurance ID|Type the insurance ID for the employee. The field can be a maximum of 20 digits and is optional.| 
 + 
 +VCV 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.
  
 VCV Click **Save**. VCV Click **Save**.
  
general/add_insuranceinformation.1632760231.txt.gz · Last modified: 2021/09/27 11:30 (external edit)

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