Add/Remove/Edit Insurance
Step 1: Choose Employees → Insurances.
Step 2: Choose Create to a new insurance contract.
Step 3: Enter the information → Create to complete.
Importing an Excel file
Alternatively, you can quickly add a list of employee insurance policies by importing an Excel file:
Step 1: Choose Import File → New insurances list
Step 2: Setup Branch, Department.
Step 2: Choose Download Template (in step 2)
Step 4: Click on Save File and choose Upload Data File (in step 3).
Step 5: Choose Import to complete
Q&A:
Question: Can the Insurance sections on Tanca be configured for individual employees?
Answer: Yes, the Insurance features can be set up for each individual employee. Once created, these contracts and records will be automatically recorded in each employee's profile, making it easy for you to track and manage them.