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Adding Census Information in the Group Policies Screen

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:

1. Add a policy in the Group Policies screen
2. Add census information using the instructions in the To add census information procedure
3. Associate the census with the policy using the instructions in the To associate a census with a policy procedure

Census data can also be automatically imported. See Importing Census Information.

To add census information

1. Navigate to the Group Policies screen.
2. In the Policies/Quotes list, drill down on a policy.
3. Click the Census view tab.
4. In the Census list, from the view link list, select Segmented Census or Detailed Census.
   • Segmented Census. Add information for groups of employees.
   • Detailed Census. Add information for individual employees.

     NOTE:  Usually, either only detailed or segmented information is added for a single census. However, information can be added for both.

5. In the Census list, add a record and complete the necessary fields.
6. For a Segmented Census:
   • Scroll down to the Employee Count list.
   • In the Employee Count list, add a record and complete the necessary fields.
7. For a Detailed Census:
   • Scroll down to the Employee List list.
   • In the Employee List list, add a record and complete the necessary fields.

Associating a Census with a Policy

Use the procedure below to associate a census with a policy.

To associate a census with a policy

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

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

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