Module · HR

Insurance List

2 min read

ThereList of Insuranceis a central tool for viewing detailed insurance information stored in the system. It provides a global view of contracts, facilitating the monitoring and management of insurance coverage for employees or entities.

Objective:

Enable quick, organized access to insurance data, with search, sort and manage options.

Main Features:

Structured Display:

The list is presented in the form of a clear and readable table, including the following columns:

Collaborator:First and last name of the employee covered by the insurance.
Insurance type:Category (Health, Vehicle, Home, etc.).
Certificate No.:Unique insurance reference.
Start date:Effective date of the contract.
End date:Insurance expiration date.
Policy Number:Unique identifier assigned by the insurance company.
Insurance Company:Name of insurer.
Duration:Coverage period in months or years.
Amount including tax:Total cost of contract with taxes.
Insurance intermediary:Name of agency or broker.
Attachment:Link to associated documents (contract, supporting documents, etc.).
How:Notes or additional information.

Available Features:

QuickSearch:

Easily find a contract by entering a keyword such as the name of the employee, the type of insurance, or the policy number.

Dynamic Sorting:

Organize the data according to your needs: by dates, amount, or insurance company.

Advanced Filters:

Refine the display to only see:

Valid contracts.
Insurance policies that have expired or are close to expiry.
Contracts of a specific type or company.

Details of a Contract:

Click a row to view all detailed information for a contract, including attachments and change history.

Direct Actions:

Edit or delete a contract from the list.
Add new insurance directly.

Data Export:

Generation of an Excel or PDF file containing visible information for analysis or sharing.

Benefits:

Overall View:
- Have an immediate overview of all insurances managed in the system.
Efficiency:
- Save time with quick searches and personalized sorting.
Anticipation:
- Easily identify contracts requiring renewal or action.
Centralized Documentation:
- Quickly access documents associated with insurance contracts.

This list constitutes an essential tool for optimizing insurance management, strengthening traceability and improving decision-making thanks to reliable and accessible data.

Module · HR

Insurance List

2 min read

Objective:

Enable quick, organized access to insurance data, with search, sort and manage options.

Main Features:

Structured Display:

The list is presented in the form of a clear and readable table, including the following columns:

Collaborator:First and last name of the employee covered by the insurance.
Insurance type:Category (Health, Vehicle, Home, etc.).
Certificate No.:Unique insurance reference.
Start date:Effective date of the contract.
End date:Insurance expiration date.
Policy Number:Unique identifier assigned by the insurance company.
Insurance Company:Name of insurer.
Duration:Coverage period in months or years.
Amount including tax:Total cost of contract with taxes.
Insurance intermediary:Name of agency or broker.
Attachment:Link to associated documents (contract, supporting documents, etc.).
How:Notes or additional information.

Available Features:

QuickSearch:

Easily find a contract by entering a keyword such as the name of the employee, the type of insurance, or the policy number.

Dynamic Sorting:

Organize the data according to your needs: by dates, amount, or insurance company.

Advanced Filters:

Refine the display to only see:

Valid contracts.
Insurance policies that have expired or are close to expiry.
Contracts of a specific type or company.

Details of a Contract:

Click a row to view all detailed information for a contract, including attachments and change history.

Direct Actions:

Edit or delete a contract from the list.
Add new insurance directly.

Data Export:

Generation of an Excel or PDF file containing visible information for analysis or sharing.

Benefits:

Overall View:
- Have an immediate overview of all insurances managed in the system.
Efficiency:
- Save time with quick searches and personalized sorting.
Anticipation:
- Easily identify contracts requiring renewal or action.
Centralized Documentation:
- Quickly access documents associated with insurance contracts.

This list constitutes an essential tool for optimizing insurance management, strengthening traceability and improving decision-making thanks to reliable and accessible data.