If you have group policies, you likely use the HR dashboard, which grants access to the company’s HR representative.

In the HR dashboard, HR can view a list of employees, manage requests for attaching or detaching insured employees, and handle documents. This interface is highly convenient for HR, and it often helps our clients provide more value to their end customers, rather than relying on email communication.

Since different insurance companies may require various fields to be filled out when adding or removing employees from a plan, here’s how to set up those fields in the admin panel:

When creating a plan, you selected the insurance company providing the plan. Go to Settings → Insurance Company and navigate to Field settings for adding insureds. Select the necessary fields (you can even request documents), and once saved, HR will be required to fill in these fields.

Go to Field settings for detaching insureds and select the fields HR must fill out when removing employees from the plan.