Managing Staff Insurance Plans

Managers can add, edit, or delete insurance plans for staff, allowing them to view their insurance details in Marco.

Who can use this feature:

• Admin Managers

• Payroll Managers

Adding Staff Insurance Plans

To add an insurance plan for a staff member:

1. Go to People.

2. Select a staff member > Insurance.

3. Select New Insurance. The Create Insurance screen appears.

4. Enter the following details:

   • Insurance Plan Name

   • Plan Start Date

   • Purchasing Type (Group, Personal)

   • (Optional) Number of Dependents

   • (Optional) Plan End Date

   • (Optional) Insurance Premium and Frequency

   • Insurance Coverage (In-Patient, Out-Patient, Term Life, Maternity, Personal Accident, Dental, Vision)

   • Coverage Notes (if any)

   • (Optional) Upload any relevant insurance documents

5. Select Save Changes.

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Editing Staff Insurance Plans

To edit an existing insurance plan:

1. Go to People.

2. Select a staff member > Insurance.

3. Under the insurance plan, select ⋮ (three-dot icon) > Edit. The Edit Insurance screen appears.

4. Update the relevant details.

5. Select Save Changes.

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Deleting Staff Insurance Plans

⚠ Important: Deleting an insurance plan is permanent and cannot be undone. However, deleted plans can be viewed in Deleted Items.

To delete an insurance plan:

1. Go to People.

2. Select a staff member > Insurance.

3. Under the insurance plan, select ⋮ (three-dot icon) > Remove.