Managing Staff Insurance Plans
Managers can add, edit, or delete insurance plans for staff, allowing them to view their insurance details in Marco.
Adding Staff Insurance Plans
To add an insurance plan for a staff member:
Go to People.
Select a staff member > Insurance.
Select New Insurance. The Create Insurance screen appears.
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
Select Save Changes.
Editing Staff Insurance Plans
To edit an existing insurance plan:
Go to People.
Select a staff member > Insurance.
Under the insurance plan, select ⋮ (three-dot icon) > Edit. The Edit Insurance screen appears.
Update the relevant details.
Select Save Changes.
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:
Go to People.
Select a staff member > Insurance.
Under the insurance plan, select ⋮ (three-dot icon) > Remove.
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