The Employee Medical Insurance Report provides detailed insights into the medical insurance information of individual employees across the organization. Designed for use by the HR team, this report facilitates the review, verification, and analysis of employee insurance data in a centralized and efficient manner.

By consolidating key insurance details into a single report, HR personnel can quickly access and assess critical data, reducing manual effort and saving valuable time.

In addition to generating organization-wide reports, users have the flexibility to retrieve medical insurance information specific to an individual employee using the following filters:


  • Employee Number

  • Employee Name

  • Employee Type

  • Employee Type Effective From Date


This targeted approach ensures quick access to relevant information without the need to sift through data for all employees.

Accessing the report:

  • Navigate to Reports > Manage Reports
  • Under Employee Management, click Employee Medical Insurance Report





 

  • To apply filters to the report, click Filter. Filter by pop-up window appears.





  • Select the filter criteria you require to filter the data from the available filters. The filters include 


  • Medical Insurance: Filters the report by Insured Name, Insured member Relationship, DOB, Insurance Plan, Opted On, Expiry Date, etc.
  • Basic Details: Filters the report by employee number, employee name, employee type, DOJ, etc.
  • Organization Unit: Filters the report by the selected business units.
  • Location: Filters the report by employees' job location
  • Contact Details: Filters the report by employee's email, IM Id, etc.
  • Work Details: Filters the report by employee's designation, work role, track, etc.
  • Active status: Filters and generate report for all, active or inactive employees regardless of their status


  • Click Apply to filter the data you want to export.


  • To export the report data, click the Export with mail sending icon. The system prompts to inform you that the report will be mailed to the registered email address.




PS: Synergita implementation for your Organization may vary from how the features are described here. The screenshots given here may also be different from what you see in your system. Please talk to the concerned person in the Organization for any specific queries.