clip0001        Insurance

 

To record employee’s Insurance details:

Go to Human Resource > Employee Personal Details > Insurance > click clip0301

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To create the insurance name(s) and plan(s) click on theclip0303:

Enter the Insurance Code | Insurance Plan Code > Insurance Name | Insurance Plan Name > click clip0304

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Select from the drop down the Insurance Name | Insurance Plan

Enter the Start Date & End Date of the insurance plan

Enter the Insurance Period (no of months) > Insurance Amount > Insurance Premium > Mode (One Time | Monthly | Quarterly | Half Yearly | Yearly)

Select Type if Personal or Company insurance

Enter the Policy No > Insured Company > Agent Name > Contact No

Click clip0307 once done