Creating benefit provider information
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Select the "Create Provider Information" link from the left pane.
The "Create Benefit Provider Information" page appears.
The system displays the following fields.
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Date Format |
The date that is applicable to the login user. If the user does not define the date format, the system will display the date format applicable to the Organization unit, which is defined in the “Enterprise Modeller Company Definitions” |
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Benefits General Info Unit |
From the drop-down list box select the organization unit from for which the provider details are be created. The drop-down list box displays all the organization units in which the Benefits General Information component has been deployed and interacts with the login organization unit. |
Enter the following
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Provider Code |
A unique code to identify the provider |
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Provider Name |
The name of the provider |
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Provider Short Description |
Enter the unique description to identify the provider |
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Contact type |
From the drop-down list box select the contact type information of the provider. It indicates the type of contact whose provider details are created. For ex. Main, branch, region zonal, etc. The drop-down list box displays all the values defined in the quick codes of the General Masters component. |
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Contact Type Description |
The description of the contact type. |
Enter the following contact details of the provider, in the “Address” group box.
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Address |
The area details of the provider |
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Country |
From the drop-down list box, select the country in which the provider is located. |
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State |
From the drop-down list box, select the state in which provider is located. |
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County |
From the drop-down list box, select the county in which the provider is located. |
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City/Town |
From the drop-down list box select the city in which the provider is located. By default, the system displays “Select” in the drop-down list box. |
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Zip |
The zip number of the place. |
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Phone |
The phone number of the provider. |
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Fax |
The fax number of the provider. |
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The e-mail ID of the provider. |
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Website |
The official website address provider if any. |
Enter the following details on various policies that the provider provides in the “Policy Information” multiline.
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Policy Number |
An unique number that identifies the policy. |
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Benefit Group |
The name of the benefit group that will be benefited from the policy. |
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Contact Person |
The name of the person who must be contacted. |
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Policy Begin Date |
The date on which the policy opens to the employees. |
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Policy End Date |
The date on which the policy ends. |
Enter the following details of the person(s) who represent the provider to the company, in the “Contact Details” multiline
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Contact Person |
The name of the contact person. |
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Communication Type |
From the drop-down list box select the communication type with the contact person. The drop-down list box contains “Primary and all the contact types defined in the quick codes of general masters component. For example, select “Primary” option to indicate that the communication type with the contact person is primary in nature. |
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Phone |
The phone number at which the person can be contacted. |
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Fax |
The fax number of the contact person |
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Mobile |
The phone number of the contact person. |
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The mail ID at which he can be mailed. |
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Comments |
Enter opinions, comments and other details if any. |
Select the “Save” pushbutton to save the details entered.
You can use this page to create provider information.