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Siebel eHealthcare Guide > Companies > End-User Procedures >

Adding Census Information

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In addition to adding census information in the Group Policies screen, end users also add census information on the Companies screen 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. For more information, see Adding Policy Records.
Add census information using the instructions below, or by using the Group Policies, Census view tab. For more information, see Adding Census Information in the Group Policies Screen.
Navigate to the Group Policies screen and associate the census with the policy. For more information, see Associating a Census with a Policy.

To add census information in the Companies screen

From the application-level menu, choose View > Site Map > Companies > My Companies.
In the Companies list, select a company.
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:  After adding one type of census information, you can select the other type from the Show drop-down list and add information for it.

In the Census list, click New.
In the new record, complete the fields.
Perform the appropriate task from the following list:
If you selected Segmented Census, scroll down to the Employee Count list.
In the Employee Count list, click New.
Complete the fields.
If you selected Detailed Census, scroll down to the Employee List list.
In the Employee List list, click New.
Complete the fields.

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