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Add/Edit employee's insurance details

Updated in Β February- 2024 |Β Subscribe to watch greytHR how-to video

Insurance details refer to information about an employee's insurance coverage, such as health insurance, life insurance, disability insurance, and other types of insurance that may be offered as part of their employee benefits package. The purpose of adding insurance details is to help employers keep track of their employees' insurance coverage and ensure that they are enrolled in the appropriate insurance plans.

The Insurance page in the greytHR Admin portal allows you to add and update the insurance policy details availed by an employee. You can view details such as Insurance Type, Name of the Insured, and Policy No.

To view the Insurance page, click Employee > Information > Insurance.

Add insurance details

To add the insurance details of an employee, perform the following actions:

  1. On the Insurance page, from the Search Employee search box, enter the name or number of an employee to whom you want to add the information.

  2. Click Add Insurance. A form appears.

  3. From the Insurance Type dropdown list, select the required type of insurance.
    Note: Click the Edit icon next to the Insurance Type dropdown list to add/edit an insurance type.

  4. From the Name of Insured dropdown list, select the employee or family member who availed of the insurance policy.

  5. The Relationship textbox auto-populates.

  6. From the Insurance Provider dropdown list, select the name of the company providing insurance.Β 

  7. In the Policy No textbox, enter the employee's insurance policy number.

  8. In the Sum Insured textbox, enter the amount insured by the selected employee for themselves or his/her family member.

  9. From the Issue Date dropdown calendar, select the issue date of the insurance policy.

  10. From the Expiry Date dropdown calendar, select the expiration date of the insurance policy.

  11. Click Save to add the insurance details. The insurance details appear on the Insurance page.

Note: You can also edit/delete the insurance details using the Edit/Delete icons available under the Actions column on the required row.

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