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Siebel eInsurance Guide > Companies > End-User Procedures >
Adding Census Information
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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Siebel eInsurance Guide Published: 04 June 2003 |