We are of the understanding, especially when it comes to larger-scale corporations that administering employee particulars can, at times, be a tedious task, and so the BenefitNet portal was built to be as user-friendly and user-centric as possible. As a result, adding and deleting employee details, as well as editing already loaded details is a simple and swift process.
Here is a step-by-step guide on how to add an employee.
Adding a New Employee
Step 1. Select Policy/Category/Effective Date & Complete Employee Details
Once logged into the BenefitNet platform, you’ll be redirected to the home screen. Select ‘Client Details’ in the sidebar on the left. Once you’ve done so, you’ll be redirected to the Client Details Page. Select Add Member and you will first need to select the medical policy of the employee and specify the category.
You will also require to select an effective date for the employee. Complete all the necessary employee details. This is designed to be thorough. Not all fields are mandatory but depending on the policy you have selected regulatory requirements may be required.
Some fields have drop down options, others are free text boxes. Required fields are marked with an asterix (*) for quick identification and the system will not let you proceed if these are missing. Mandatory fields include:
- First Name
- Last Name
- Date of Birth
- Marital Status
- Employee Number
- Country of Residence
- National ID Number
Once fields are populated, click the ‘Next’ button on the top right-hand side of the page as illustrated above.
Step 2. Upload any Member Documents
This page allows you to add any relevant documents i.e. birth certificate, a copy of employment VISA etc. to the employee profile. Once you click ‘Add Document’, a pop screen will then give you the option to attach any documents from your desktop. Select the type of document from a drop down via the provided pop-up. Examples below:
STEP 3: Summary
Once completed, click next and you’ll be taken to the ‘Summary’ screen. This can be compared to adding a beneficiary to an internet banking site or app. It is essentially a confirmation screen of which you can add any additional comments and select whether you’d like to notify the member. If yes, then the employee will receive an email notification related to this addition request.
This screen also allows you to add a dependent such as a spouse or child. If you wish to include a dependant or add a family, click the ‘Add Dependant’ button as detailed below. You will be redirected to a page similar to the initial page in Step 1. Once you’ve filled out the required fields for the dependent, click the next button add any documents as required. You again will be redirected back to the summary confirmation page. When you are finished and satisfied with the details on display, click the ‘Submit’ button on the top right-hand side of the page as demonstrated below.
You will then be redirected to the ‘Member(s) Addition Successful’ page and the member records and profiles are created within the BenefitNet system.
Your addition request will also be submitted via email notification directly to your insurer.
Proceed using the action buttons or breadcrumbs for easy navigation.