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Policy no.: Enter the policy number as indicated on the Contract issued by the insurer.
Issue date: Enter the contract issue date.
Renewal date: Enter the date of the next renewal.
Active contract: Check the box if the contract is active. (Allows you to produce the billing and source deductions). The calculation of the source deductions for an inactive contract can only be produced from Management of the Source Deductions Assumptions
Type of structure: According to the type of plan structure, indicate if it is a "Division/Class", "Flexible" or "Modular" plan.
Client's name: Choose the company to which the contract is associated directly from the list.
Insurer: Choose the insurer issuing the contract directly from the list.
Comments: This field allows you to keep brief notes on the contract.
Processing the eligibility: If the eligibility is to be carried out automatically a certain number of months after the employee is hired, click "according to the hiring date." In this case, the internal calendar will establish, with no further intervention on your part, the employee's eligibility date by adding the number of months entered in each benefit to the hiring date entered in the Employee File.
If the eligibility is based on uncertain criteria, click on "Manual Activation." In this case, the user will enter in the Employee File the date on which the employee becomes eligible for the insurance.
Processing movements: Depending on the issuing insurer, the movements for the month may only be billed starting on the first day of the following month or "in proportion to the number of real days" that have passed between the movement date and the end of the month or even "in proportion (30 days) if the insurer calculates the movement starting on the day of the movement until the end of the month but still counting 30 days. Choose the appropriate option. |
