Manager Guide
Staff Information
Manage staff's insurance
who can use this feature \ admin managers payroll managers 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