Enter Health and Insurance Information

You can add health and insurance information for your personnel.


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.