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RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Personnel

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.
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Last updated: February 28, 2024