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Siebel eHealthcare Guide > Group Policies > End-User Procedures >

Adding Census Information in the Group Policies Screen

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End users can add census information for companies that request a quote or proposal for a group insurance policy. To add census information, end users must:

Add a policy in the Group Policies screen
Add census information using the instructions in the To add census information procedure
Associate the census with the policy

NOTE:  After users add the census information, they can associate the census with the policy. For more information, see Associating a Census with a Policy.

To add census information

Navigate to the Group Policies screen.
In the Policies/Quotes list, select a policy.
Click the Census view tab.
In the Census list, from the Show drop-down list, select Segmented Census or Detailed Census.
Segmented Census. Allows you to add information for groups of employees.
Detailed Census. Allows you to add information for individual employees.

NOTE:  Usually, you will add detailed or segmented information for a single census. However, you can add information for both.

In the Census list, add a record and complete the necessary fields.
If you selected Segmented Census:
Scroll down to the Employee Count list.
In the Employee Count list, add a record and complete the necessary fields.
If you selected Detailed Census:
Scroll down to the Employee List list.
In the Employee List list, add a record and complete the necessary fields.

To add attachments associated with a group policy

Navigate to the Group Policies screen.
Click the Attachments view tab.
In the Attachments list, add a record.
In the Attachment Name field, click the select button.
In the Add Attachment dialog box, do one of the following:
Click Browse, and select the file to be added as an attachment.
In the URL field, type a URL to the file to be added as an attachment.
Click Add.

Associating a Census with a Policy

After end users add the census information, they can associate the census with the policy.

To associate a census with a policy

Navigate to the Group Policies screen.
In the Policies/Quotes list, select a policy.
In the Policy Census field of the Policies/Quotes form, click the select button.

NOTE:  If this field does not display, click the menu button and choose Columns Displayed. After you move Policy Census to the Selected Columns list and click Save, the Policy Census field will appear.

The Pick Group Census dialog box appears, showing each census available for that policy.

In the Pick Group Census dialog box, select a census and click OK.

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