Manage staff's insurance

﻿
Add, edit, or delete insurance plans for your staff, so that they will be able to view their insurance plans and details in Marco.
﻿
Add staff's insurance plans
To add the staff's insurance plan:
Go to People.
Select a staff > Insurance.
Select New Insurance.
The Create Insurance screen appears.
Enter the following details for the insurance plan:
Insurance Plan Name
Plan Start Date
Purchasing Type (Group, Personal)
(Optional) Number of Dependents
(Optional) Plan End Date
(Optional) Insurance Premium and Frequency
Insurance Coverage (In Patient, Out Patient, Term Life, Maternity, Personal Accident, Dental, Vision)
Add any Coverage Notes.
(Optional) Upload any insurance documents.
Select Save Changes.
﻿
Edit staff's insurance details
To edit the staff's insurance information:
Go to People.
Select a staff > Insurance.
Under the insurance plan, select ⋮ (three-dot icon) > Edit.
The Edit Insurance screen appears.
Update the relevant information.
Select Save Changes.
﻿
Delete staff's insurance plans
If you delete an insurance plan, the action cannot be reversed. All deleted plans can be viewed in Deleted Items.
To delete the staff's insurance plan:
Go to People.
Select a staff > Insurance.
Under the insurance plan, select ⋮ (three-dot icon) > Remove.
﻿
Updated 20 Nov 2023
Did this page help you?
Manage staff's documents
Manage leave requests