Adding Medical Aid Beneficiaries in HRSimplified

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Adding Medical Aid Beneficiaries in HRSimplified

The HRSimplified platform now supports adding medical aid beneficiaries to employee profiles, making it easier to track medical aid-related information. Follow the steps below to add beneficiaries:

Adding beneficiaries of the employees medical aid in HRSimplified

Steps to Add Medical Aid Beneficiaries #

  1. Navigate to the Employee Record
    • Go to HR Administration > All Employees.
    • Select the employee whose medical aid details you want to update.
  2. Access the Medical Cover Tab
    • Under the employee profile, select the Emergency Details tab.
    • Click on Medical Cover to open the relevant section.
  3. Add Medical Aid Details (If Not Already Added)
    • If the employee’s medical scheme details haven’t been added, click on the + Create button.
    • Fill out the medical scheme name, plan name, membership number, start and end dates, amount, and dependents.
  4. Add Beneficiaries
    • After saving the medical scheme information, click on the Medical Dependants tab within the Medical Cover modal.
    • Fill in the following details for each beneficiary:
      • First Name
      • Last Name
      • Identity Number
      • Relationship (e.g., spouse, child, etc.)
      • Gender
    • Click Add to save the dependent to the list.
  5. Save Changes
    • After adding all beneficiaries, click the Save button to confirm the updates.

Important Notes #

  • Ensure that all required fields are completed before saving.
  • If a medical scheme is not listed in the dropdown, contact HRSimplified support to have it added.
  • Beneficiaries can be updated or removed by revisiting the Medical Dependants tab.

This feature is designed to provide a centralized record of employees’ medical aid information and beneficiaries, enhancing organizational record-keeping and compliance.