.png)
EMPLOYEE MAINTENANCE - Employee Tab/Insurance Info Tab
DESCRIPTION: The Insurance Info tab gives you the ability to put in your health insurance information for an employee.
================================================
To enter the information for the employee, click on the NEW button.png){kind=small}
. (Or click on the EDIT button .png){kind=small}
to edit an employee's information.
1. STATUS: .png){kind=small}
Enter A for Active or I for Inactive. This denotes whether the employee's insurance is active or not.
2. EFFECTIVE DATE: .png){kind=small}
This is the date that the employee's insurance becomes effective. You can hand enter the date or click on the calendar button and find it that way.
3. COVERAGE: .png){kind=small}
This is the type of coverage that the employee has.
S = Employee only; R = Regular family; 2 = 2-member family; M = Medicare; Y = 2-member family with rider
Y=2-member family with rider means the employee purchased additional coverage on top of the organization’s “standard” policy.
For example, if your organization offers health insurance + dental insurance as part of their basic plan, but vision care insurance is optional; the employee can sign up for vision care insurance and then they would fall under the “Y” type.
4. SPOUSE INFORMATION: .png)
Enter the name, Date of Birth, Social Security # & their employer, if applicable.
5. EMERGENCY CONTACT INFORMATION: .png)
Enter the Contact Name and Number for the person you would call in case the employee had an emergency situation.
6. HEALTH SAVINGS ACCOUNT INFO: .png)
Enter applicable information about the employee's health savings account. This is just an informational section and does not do any calculations.
7. COMMENTS: .png)
Enter any additional comments that are needed, such as additional Emergency Contact Information, health information, etc.
8. When done entering all necessary information, click the SAVE button to save, (or click CANCEL to exit out of the entering mode.)
.png)
9. Click the DONE button to exit the screen. .png){kind=small}
TO EDIT AN EMPLOYEE'S INFORMATION:
1. Click the EDIT button on the appropriate employee. .png){kind=small}
2. Make the appropriate changes to the employee's information.
3. When finished, click the SAVE button. (Or click CANCEL button to exit this screen and not save information.)
4. Click the DONE button to exit the screen.