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Now you can add your employees Insurance Policy details to greytHR. This module enables you to add Insurance type, Name of the Insured, Insurance Provider, Policy No and Sum Insured along with Insurance Issued and expiry date. Upon providing permissions to the employees, they would be able to view and edit the Insurance details in their ESS.

To add the Insurance Policy number, you can perform the following actions:

  1. Navigate to Employee > Information > Insurance.
  2. In the Insurance page, search and select the employee for whom you want to add the details for.
  3. Click .
  4. Add Insurance type, Name of the Insured, Insurance Provider, Policy No, Sum Insured, Insurance Issued and Expiry date, accordingly. The Relationship field is auto filled based on the employee's family details.

  5. Click . The details will be saved in the Employee Information page.
  • You can edit  or delete the Insurance information.
  • You can also upload the Insurance details for multiple employees using the Excel Import option and select Employee Insurance Details in the Importer Type field.
  • You can also build your own report from Query Builder using Employee Insurance Details.

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