Insurance Policies
Organizations include insurance policies to employees and their family members, as part of the compensation. The insured amount for each employee is based on the designation or band.
As an administrator, you can view, add, edit or delete the details of employment types in the Insurance policies page.
In case, the organization refers to insurance policies by a different name, you can include the name as an alias and the alias name is used for display wherever applicable on PeopleWorks.
To manage insurance policy details:
On the PW Admin menu, under Nurture and Manage, click Insurance policies.
The Insurance Policies page appears.
The insurance policy details displayed are:
Insurance policy details
Field |
Description |
Insurance type |
Displays the type of insurance |
Policy no |
Displays the policy number |
Policy name |
Displays the name of the insurance policy |
Insurance company |
Displays the name of the insurance company |
TPA |
Displays whether there is a third party administrator |
TPA name |
Displays the name of the third party administrator |
Start date |
Displays the date from when the policy is active |
Expiry date |
Displays the date until when the policy matures |
Sum insured criteria |
Displays a link to select the sum insured based on certain criteria |
Active |
Displays whether the insurance policy is active - Yes or No If active, the insurance policy is available for users to select wherever applicable on PeopleWorks, else it is not available |
If you want to add details of a new insurance policy, click Add, enter the required details and Save.
If you want to edit details of an existing insurance policy, select the check box corresponding to the insurance policy, click Edit, make the required changes and Save.
If you want to delete details of an existing insurance policy, select the check box corresponding to the insurance policy, click Delete and confirm.
Note: Ensure that you do not delete records that are mapped to any employee records or any other data on PeopleWorks.
If you want to set up the sum insured criteria, on the insurance policy record, click All.
Click to know more:
Set up the Sum Insured Criteria