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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:
Steps to Add Medical Aid Beneficiaries #
- Navigate to the Employee Record
- Go to HR Administration > All Employees.
- Select the employee whose medical aid details you want to update.
- Access the Medical Cover Tab
- Under the employee profile, select the Emergency Details tab.
- Click on Medical Cover to open the relevant section.
- 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.
- 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.
- 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.