Create Insurance Records

Objective

This page shows how to create an Insurance record which can be assigned to employees.

Prerequisites

  • You are HR manager and have a valid license assigned

Click Through

  • Start in HR HUB
  • In the lower left corner, switch from Overview to Settings
  • Under Administration, click on Insurances
  • Click on + New
  • Populate the fields:
    • Name of the insurance
    • Type (e.g. health insurance)
    • Insurance number (ID of the insurance)
    • Select if SEPA direct debit permission has been given or not
  • Save & Close

Hint

  • Now, the record is ready to be used, and can be added to employees inside their Digital Personnel File (in the tab Health and Safety).
  • After employees have been connected to the insurance inside their Digital Personnel File, they will show up in the Insurance record as well (in a table on the right side).
  • You can also add employees directly from the insurance record after saving for the first time.

Result

Here, you see a filled out insurance record, ready to be assigned to employees:
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HR