Select the "Edit Premium Period" link from the left pane.
The "Edit Premium Period" page appears.
The system displays the following fields
Date Format |
The date that is applicable to the login user. If the user does not define the date format, the system displays the date format applicable to the organization unit that is defined in the “Enterprise Modeller Company Definitions” |
Benefit General Info Unit |
The name of the organization in which the benefit set up unit has been deployed. |
From the drop-down list box select the organization unit for which details of the premium period is to be modified. 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
To select through Search Criteria
Use this method, if you know just a few characters of the premium period code or the premium period description. In the search criteria group box, specify the search criteria based on which the system will fetch the records.
To specify the search criteria, you must enter one or more characters that the premium period code or description contains. You must select the frequency for which premium period records are to be viewed. Optionally, you can enter the “From Date and “To Date” fields, to narrow your search. Search based on wild card characters is also supported.
Enter the following search criteria values, in some or all of the following fields.
Benefit Year Description |
From the drop-down list box select the benefit year for which premium period details are to be modified. The drop-down list box will display all the benefit years that have been defined in the “Create Benefit Year” activity. |
Premium Frequency |
From the drop-down list box select the frequency for which premium period details are to be modified. |
Premium Period Code |
The unique code of the premium period containing specific character type in the starting character or characters of this benefit year code. |
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Alternatively, type in these characters in any combination with wild cards. Example, PRM1*, will search for those premium period codes that start with PRM1. Other examples are *PRM1, P*M1, PM*1* and PMP1*. |
Premium Period Short Description |
To view all premium period short descriptions containing specific characters, type in the starting character or characters of the premium period short description. |
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Alternatively, type in these characters in any combination with wild cards. Example, PRMPD1*, will search for those premium period description that start with PRMPD1. Other examples are * PRMPD1, PRM*PD1, PRMPD*1 and PRMPD*. |
From Date |
The probable start date of the premium period. For example if you enter the search parameter as 30.01.01, the system will fetch the records that start from 30.01.01. Alternatively, type in these characters in any combination with wild cards. |
To Date |
The probable end date of the premium period. For example if you enter the search parameter as 30.01.01, the system will fetch the records that start from 30.01.01. Alternatively, type in these characters in any combination with wild cards |
Select the “ Search” pushbutton.
The list of records satisfying the search criteria is displayed in the multiline.
Note:
If the search criteria are entered in more than one field, the system
will fetch only those records that satisfy the combination of the search
criteria specified.
If you do not enter the search criteria, and select the “Search”
pushbutton, the system will fetch all the records that are applicable
to the selected benefit setup unit
The following field, displayed in the multiline, cannot be edited.
Code |
The unique code of the premium period record |
Edit any or all the following fields in the multiline
Short Description |
The short description of the premium period |
Description |
The long description of the premium period |
From Date |
The date from which the premium period is in effect. |
To Date |
The date until which the premium period will be effective |
Note: You can change the from date and the to date of the premium period only when processing has not been initiated for the premium period or Cobra receipts have not been received from a single employee.
After you edit the record, select the “Save” pushbutton to save the changes made.
Select the record(s) that have to be deleted by checking beside the record(s) in the corresponding “Select” column of the multiline.
Select the book icon in the multiline control box. The system will delete all the selected records from the database.
To select through Search Criteria