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How can HR add medical insurance cards in an employee profile?
 
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How can HR add medical insurance cards in an employee profile?
Empxtrack user
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#1
08-17-2023, 08:32 AM
I want to provide medical insurance cards to all employees. How do I upload it in the portal so that they can view or download it on their own?
Sonika
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#2
08-17-2023, 10:32 AM (This post was last modified: 12-31-2024, 01:05 PM by Sonika.)
It takes only a few seconds to add medical insurance cards in an employee profile. Follow the steps:
  • Login to the application (as an HR manager)
  • Click Role and features menu     icon and click View employees
  • Click on the employee picture whose medical card you want to update
  • In the employee profile and go to Documents and IDs section
  • Click Document, select Document type and specify name. Upload the document in a required format like PDF
  • Click Submit

Note: If you don’t find a required option in the Document type dropdown, then go to product configurations >> Setup masters >> Employee data masters >> Personal document type and click Plus sign and add the preferred document type.
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