Adding Policy Membership Details

You can add the policy membership details of the employee in Policy Membership page.

To add policy membership details of an employee:

1. On the HR menu, under Personal details, click Passport and visa.

The Policy Membership page appears.

1. To search for only resigned employees, select the Resigned employee only check box.

2. In the Employee search text box press the SPACEBAR once (on the keyboard), select the employee name and click GO.

3. In the Insurance type drop-down box, select the type of the insurance you want to view.

4. In the Policy no drop-down box, select the policy number categorized under the insurance type that you want to view

The policy membership details of the employee appear.

5. In the Employee membership id text box, enter the employee membership id and click Add.

6. Click Add.

7. In the Name of member text box, enter the name of the member.

8. In the Gender text box, enter whether the member is male or female.

9. Click the Date of birth text box, select the date of birth of the member.

10. In the Blood group text box, enter the blood group of the member.

11. In the Membership id text box, enter the membership id of the member.

12. In the Premium amount text box, enter the premium amount of the member.

13. Select the Covered check box if the member is covered under insurance policy.

14. Select the Nominee check box if the member is nominee under insurance policy.

15. In the Contribution text box, enter the percentage of contribution of the member.

16. Click Save.

The member details are added in the insurance policy.

Note 1:            Fields marked * are mandatory and cannot be left blank.

Note 2:            To return to the previous page without making changes, click Cancel.

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Policy Membership

View Policy Membership