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 Adding Census Information in the Group Policies Screen procedure

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3. Associate the census with the policy using the instructions in the Associating a Census with a Policy procedure

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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.