Record a person's employment and insurance

Process: Record a financial profile  

The employment record includes the employer's name and the dates of employment. It also includes the details of the person's employer-provided health insurance policy, if any. The health insurance policy is reflected on the person profile of each family member covered under the policy.

Record an employment record as follows:

1. In the Employment History screen, click Add Employment.  The Employment Details screen appears.

2. In the Begin Date field, enter the date when the person started employment. Check the Estimated box if you do not know the exact date.

3. In the Employer field, enter the name of the employer.

4. Complete other fields on the screen if you have the information.

5. Click Save. You are returned to the Employment History screen.

6. If the employer provides insurance, complete the insurance information.   

   1. Click Add Insurance Provider to add insurance information. The Health Insurance Provider Details screen appears.

   2. In the Insurance Provider field, enter the name of the insurance company.

   3. In the Policy Holder field, select the person who is the policy holder.

   4. In the Coverage through Employment? field ,select Yes if the person has insurance provided by their employer.

   5. To enter other case members to this policy, click Add Individual. In the search screen, select the case members covered by this policy.

   6. Complete other details for the policy if you have the information.

   7. Click Save. You are returned to the Employment History screen.

7. Click Next Task> below to continue.