Enter Health and Insurance Information

You can add health and insurance information for your personnel.

Note:

This window is not available in the Volunteers section.

  1. On the Personnel tab, click All Personnel or the appropriate personnel section then Health/Insurance.
  2. Locate the appropriate record.
  3. On each tab, enter the relevant information.
    Note: You can customize the benefit names that display on the Other Benefits tab. On the File menu, click Setup > Initial Setup. On the Personnel tab, enter the benefit names you want to track.
  4. At the top, click Save.