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Administrators’ Census Data Base Instructions Overview The Highland Associates Census Database is a unique tool for our clients which allows them to enter employee data, at their convenience. You can return as often as you like to add, update, and/or delete employee information. Once the Census is completed, you can submit it to Highland Associates, with a coverage effective date, and it will be sent to the market place for quotations. A. Registering 1) Before entering census information, you must register before you can log in as the Administrator. To do this, click on the “Not Registered? - Click Here” link on the Administrator Log-in web page. If you have already registered please skip to step B. If you are registering for the first time, please complete the form in its entirety including: a. Contact First and Last Name, b. Email Address, c. Company Name, d. Company Address (street, city, state, zip and county), e. Contact Phone Number, f. SIC Code. If you do not know your company’s Standard Industry Code SIC, you may enter a brief description of your company’s business. This tells us the nature of your business. If you wish to retrieve your company’s SIC select the “Click Here” option next to the SIC field. This will transport you to a SIC search engine web site. Click on “examine the manual structure” and select the major category that is most closely associated with your business. Once you have identified the 4 digit SIC, click “back” on you browser until you return to the Administrator’s Registration page. Enter your SIC Code or optional description. g. Enter a password at least 4 characters long. Enter your password a second time to help validate your entry. Please write this password down and keep it in a safe place. If you misplace or forget your password, click here. Note: If you will be entering data for multiple company locations, you may use the same email address, but a unique password is required for each company location. Your email address and password are used to sort and maintain each company location's records.
h. Click on the “Register
Administrator” button. B. Registered Users Log in 1) Go to the Administrator Log In Page 2) Log in using your email address and password. 3) If you misplace or forget your password, click here. Note: Your Internet Browser must accept "cookies" for you to start an Administrator Session. For instructions on allowing "cookies" please check your browser's Help section for "security settings". C. Entering an Employee Record 1) Select “Database Options”. 2) From the Database Options menu select, “To Insert Record” 3) To Insert an employee record enter the following: a. Name, b. Date of birth (use XX-XX-XXXX MONTH-DAY-YEAR FORMAT), c. Gender, d. Enrollment defining the employee’s enrollment type (i.e., Employee, Employee & Spouse, etc.) Click on the drop down box to view options. e. If the employee has dependent children they wish to cover enter the number of children to be enrolled on the policy, f. Employment status indicates whether the employee is a full-time or part- time employee, g. Indicate whether the employee is retired h. Indicate whether the employee is covered under a COBRA policy, i. Indicate whether you are interested in obtaining disability coverage for this employee, j. If the employee is to be covered under a disability policy, enter their annual salary or wage. k. Once the necessary fields are completed, click on “Add Employee Data” The form will be checked for the required field entries and, if complete, the information will be stored in our database. D. Displaying Employee Records Once you have entered an employee record you may verify its accuracy by selecting “To Display Records” from the Data Base Options menu. This will provide a listing of all the records you have entered into the data base for a single company location. E. Updating Employee Records If you need to edit or update a record, select “To Update Record”. Go to the bottom of the page and enter the Employee ID number located to the left of the employee’s name. This will display the employee’s record which you can modify. Once the change(s) are made click on “Update Employee Data”. The record will be updated. F. Deleting an Employee Record Select “Delete an Employee Record” if terminating an employee. Go to the bottom of the page and enter the Employee ID number located to the left of the employee’s name. Click on “Submit” to delete the record. G. Submitting a Census To submit a census for a rate quotation, go to the Data Base Options menu and select “Submit to Highland Associates”. You must enter the effective date of coverage using XX-XX-XXXX Month-Day-Year format. Click on the “Submit to Highland Associates”. Your census will be submitted and sent to the marketplace for pricing.
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