Editing benefit provider information
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Select “Edit Benefit Provider Information” link at the bottom of the page.
The "Edit 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 edited. 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. |
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Provider Code |
A unique code to identify the provider |
You can modify any or all the following values. The system will display all the values entered previously.
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Provider Name |
The name of the provider |
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Provider Short Description |
The unique description to identify the provider |
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Contact type |
The contact type of the person. It indicates the type of contact of the provider. For ex. Main, branch, region zonal, etc. These types are user defined using the quick codes component. From the drop-down list box select the contact type information of the provider. |
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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 |
The state in which provider is located. |
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City |
From the drop-down list box, select the city in which the provider is located. |
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City/Town |
The city in which the provider is located. |
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Zip |
The zip number of the place. |
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Phone 1 |
The first phone number of the provider. |
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Fax 1 |
The first fax number of the provider. |
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Phone 2 |
The second phone number of the provider. |
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Fax 2 |
The second fax number of the provider. |
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Phone 3 |
The third phone 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. |
You can edit details of various policies that the provider provides in the “Policy Information” multiline.
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Policy Number |
A number that identifies the policy. |
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Benefit Group |
The group name 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. |
Similarly, you can edit the details of the contact persons in the “Contact Details” multiline
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Contact |
The name of the contact person. |
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Communication Type |
The type of communication 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. |
Select the “Save” pushbutton to save the details entered.
Select the book icon beside the “Comments” field. The system displays a dialog box containing the comments that were entered previously, if any.
You can view, modify or delete the content.
Select the “OK” pushbutton to save the details and return to the previous page.
Select the “Cancel” pushbutton to return to the previous page without saving the details entered.
Select the “Save” pushbutton to update the changes.
