Capturing information on employees:

Inception of an employees’ list #24

An employees' list is certainly one of the vital components of a RFP. Thus, Allegroupe provides a very efficient and productive environment in order to capture and maintain such a list.

He will be able to concentrate its energy on empty fields and the possibility to validate the other information fields. Again, and in order to facilitate its task, we recommend that the user lines up the various columns so to regroup the components which require to be captured manually or revised by the user.

Since the employees’ list editor enables import and export of data from your main computer or C-surance database, it is important to ask for an authorization in order to access your hard disk.

It will be offer the possibility to import data from Allegroupe or from an Excel Database, or totally ignore any of these methods, like we will be doing in a moment, in order to explore how we can incept a new file.

The employees’ list editor is a flexible and powerful platform that permits the capture of all components relevant to a group insurance contract.

While this information could be very useful within a management environment, it might be less interesting when comes the time to manage or create a new RFP’s file.

Thereupon, Allegroupe provides a customizing tool that enables to clearly identify the required components or columns of each of the various potential basic managing processes of a group insurance.

Allegroupe provides a wide range of configuration and visual fields templates which enable you to select which one is more appropriate to your point-to-point need.

Upon choosing a RFP’s managing template, prime components to manage group insurance will be automatically selected and all necessary benefits will be identified within the framework of your RFP’s file already set up in the Allegroupe system.

Following the acceptance of the selected visual field to be displayed, you will note that only the identified columns will appear on your screen. This will enable you to customize those data on your screen by moving the columns in the order of your choice. Then, from the icon “Default values”, you will be able to use values than can be captured, without further attendance.

Always consistent with C-surance’s objective to simplify your life as much as possible, Allegroupe will automatically provide these values by default. Therefore, the operator will be able to select directly from the databases already available. As needed, he will also be able to create new value by default templates corresponding to the specific need he may encounter through the years.