Insurance Billing > Modify >

Employee Information

 

         

 

 

Employee Information

The Employee Information page allows you to filter and modify Employees.

 

This Help page contains the following sections:

Filters

Employee Information Grid

 

 

Filters

Filters allow you to reduce the number of entries that appear on the grid. Select from the following fields to filter your grid.

Name: Enter the name of an employee. You can use an asterisk (*) as a wild card to represent one or more characters.

Address: Enter a partial or whole address. (This queries "Address Line 1" from the Employer's address record).

City: Enter a partial or whole name of a city.

State: Select the State from the drop-down list using your mouse or type the first letter of the state. (You can continue to press the first letter of the state to scroll through the states that start with that letter.)

Postal Code: Enter a Postal Code/Zip Code. A partial Postal Code can be entered. (For Example, enter "380" to find all the postal codes that begin with "380".)

Employer: Select all, multiple, or one Employer from the drop-down list.

Birthdate

Hire Date

Terminated Date

Enrolled Date

Insured Date

Insurance Rates: Select all employees, those with standard rates, or those with non-standard rates from the drop-down list.

 

Click the  button to display the results.

Click the Clear Filters link to reset all the filters.

 

 

Employee Information Grid

Employees are listed in a grid below the  link. The name of the Employee, City/State, Employer, and Note are displayed on the grid.

Click the Add New Employee link to add a new Employee.

Click the Edit  icon to make changes to the Employee.

Click the Delete  icon to remove the Employee from the system. (The Delete icon does not appear next to an employee after insurance has been billed for that employee.)

 

 

Compiled on 5/22/2018 4:57:53 PM