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

4

Fill up the request

• 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

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