HRSimplified has introduced a feature that allows HR to store details of employee medical aid schemes directly in their profiles. This functionality is found under the Emergency Details section, providing a centralized place for both emergency contacts and medical aid information.
This ensures accurate records of employee benefits and streamlines data management for HR professionals.
Step-by-Step Instructions:
- Navigate to the Employee Record:
- Go to HR Administration > All Employees.
- Select the employee whose medical aid information you wish to add or update.
- Access the Emergency Details Tab:
- On the employee’s profile, click the Emergency Details tab.
- Under this tab, you will find the Medical Cover section.
- Add Medical Aid Information:
- Click the + Create button to open the Create Medical Cover form.
- Complete the required fields:
- Medical Scheme: Choose the scheme from the drop-down list.
- Plan Name: Enter the plan name (e.g., Classic Core).
- Membership Number: Enter the employee’s membership number.
- Amount: Specify the monthly contribution.
- Dependents: Indicate the number of dependents covered.
- Start Date and End Date: Provide the coverage period.
- Save the Details:
- Once all fields are completed, click Save.
- The medical aid information will appear in the Medical Cover table under the Emergency Details tab.
- Requesting a New Medical Aid Scheme:
- If the medical aid scheme you need is not available in the Medical Scheme drop-down list, contact HRSimplified Support to request it be added.
Important Notes:
- Updates or deletions to existing records can be made through the Actions menu next to the entry.
- Keeping medical aid information up-to-date ensures smooth reporting and helps in maintaining accurate benefit records.