Insurance filter

The insurance filtering feature allows you to quickly find specific information and organize the data according to your needs. Here's how to use this feature:

Objective:

Make it easier to find and sort insurance information for a specific employee or group.

Steps of Use:

Access the Insurance List:
From the dashboard or main menu, selectInsurance Management. The complete list of insurances is displayed.

Use the Filter Tools:
Available filter options include:

• Collaborator:
  Search by last name, first name or employee number.
• Insurance type:
  Select from the available types (health, vehicle, liability, etc.).
• Insurance Company:
  Filter by the company providing the insurance.
• Start/End date:
  Specify a period to search for active or expired insurances.
• Duration:
  Filter by contract duration.
• Font Number:
  Search for a contract by entering its unique number.
• Amount including tax:
  Filter by amount thresholds (for example, greater than 10,000).

1. Start the Search:
   Click onApply Filtersto display results matching your criteria.

2. Refine Results:
   Combine multiple criteria for a more precise search, such as a specific employee with a specific insurance type and time period.

Additional Options:

Sort Results:

Sort by column (for example, highest to lowest amount or by expiration date).

Export Filtered Results:

• Download results in Excel format for analysis or sharing.

Direct Printing:

• Print the filtered data as a report.

Use Case:

 

• Identification of Insurance Close to Expiry:
  Filter byEnd dateto display only contracts that require renewal.
• Insurance Cost Analysis:
  Look for contracts with a high tax-inclusive amount to evaluate budgets.
• Quick Search for a Collaborator:
  Find all insurances associated with a particular employee for verification or update.