Viewing Policy Membership

To view policy membership of a team member:

  1. On the My Team menu, under My Details, click Policy membership.

The Policy membership page appears.

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

  2. To select the team member for whom you want to view salary details, In the Employee search text box, perform one of the following steps:

  3. Press SPACEBAR (on the keyboard) once, and on the list select the employee name and click Go.

  4. Enter the first few letters of the employee name or enter the employee id to retrieve the list of employees who match the entry, and on the list select the employee name and click Go.

The Policy membership detail of the employee appears.

  1. In the Insurance type drop down box, select the type of the insurances you want to view.

  2. In the Policy no drop down box, select the policy number of the insurance type that you want to view.

The details are automatically populated.

The details displayed in the Policy Membership page are:

Policy membership details

Field

Description

Policy name

Displays the name of the policy

Insurance company

Displays the name of the insurance company

Start date

Displays the start date of the insurance policy

Sum insured

Displays the sum of amount that the employee is insured

TPA

Displays the information whether TPA is provided in the insurance policy

TPA name

Displays the name of the TPA

Information of family members insured under the policy

Name of the member

Displays the name of the family member insured under the policy

Relationship

Displays the relationship of the family member with the employee

Gender

Displays the gender of the family member

Date of birth

Displays the date of birth of the family member

Blood group

Displays the blood group of the family member

Membership ID

Displays the membership id of the family member

Premium amount

Displays the premium amount allocated to family member

Covered

Displays whether the family member is covered or not under the selected policy

Nominee

Displays whether the family member is a nominee for the insurance policy

Contribution (%)

Displays the percentage of contribution of the family member

 

 

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Policy Membership