Set up and Assign Insurances (Insurance Module)

Set up the Insurance Module

The Insurance module allows you to manage a list of insurances and rates in your portal and assign these to jobs, occupations, workplaces or customers. This module is disabled by default, so if you'd like to have it switched on in your portal, please contact our Support Team for more information. 

Once enabled, you can manage your insurances from Config > Payroll > Insurances. The default view of the report will show all active, unarchived insurances that have been set up in your portal, with a summary of their settings.

If you are not using the Insurance module, you can use the Simple Method to assign insurance rates by entering an Insurance Reference and Insurance Rate for each job or occupation manually.  

If the Insurances module is enabled in your portal, you won’t have the option to use the simple method. 

Assign Insurances with the Insurance Module Enabled

When the Insurance module is enabled, the insurances that you have configured in Config > Payroll > Insurances can be assigned in the following places:

• Job 
• Occupation 
• Workplace 
• Customer

The following hierarchy is used when applying an Insurance Rate:

Job	The first place the system will check. If an insurance has been set on the Job (or an Occupation, Workplace or Customer Default has been set here), use this. If not, check the Occupation.
Occupation	If an insurance has been set on the Occupation (or a Workplace or Customer Default has been set here), use this. If not, check the Workplace. If Occupations are not used in your portal, this step of the hierarchy will be skipped.
Workplace	If an insurance has been set on the Workplace (or a Customer Default has been set here), use this. If not, check the Customer.
Customer	If an insurance has been set here, use this. If not, no insurance will be applied.

Note: If placements are imported with an insurance set to 'None', the next stage in the hierarchy will be used to determine what rate to apply. Setting 'None' on a placement will not override any Workplace or Customer settings. 

Assign an Insurance to a Job

To assign an insurance at a job level:

1. Go to Users > Employees > select the employee > select the job > Payroll Admin.

2. Select the Insurance from the drop-down list. The rate configured for the Insurance item that you select will be set automatically.

3. Click Save.

The list will only include Insurance items that match the region of your entity. Archived insurances will also not appear.

Assign an Insurance to an Occupation Library

To assign an insurance to an occupation:

1. Go to Config > Payroll > Occupation Library.

2. Select the library you are assigning an insurance.

3. Choose the Insurance from the drop-down list. 

4. Click Save.

To allow changes to be made to the Insurance settings at a job level for employees linked to the occupation, tick ‘Allow editing on job profile’ before you click Save.

Assign an Insurance to a Workplace

To assign an insurance to a workplace:

1. Go to Users > Customers > select the Customer > Workplaces.

2. Click Edit to view the settings for the Workplace you are updating.

3. Select the Insurance from the drop-down list. 

4. Click Save.

Assign an Insurance to a Customer

To assign an insurance to a Customer profile:

1. Go to Users > Customers > select the customer > Default Settings.

2. Select the Insurance from the drop-down list. 

3. Click Save.