> For the complete documentation index, see [llms.txt](https://help.marcopayroll.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/people-management/managing-staff-info/managing-staff-insurance-plans.md).

# Managing Staff Insurance Plans

<details>

<summary><strong>Who can use this feature:</strong></summary>

* Admin Managers
* Payroll Managers

</details>

### **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**.

***

### **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**.

***

### **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**.


---

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