Assigning Accident Insurance Policies to a Local Unit

Assign an accident insurance policy to a local unit from the Additional Organization Information window, if applicable to your accident insurance. Use this window to record the local unit's accident insurance policy number when it differs from that of the legal employer. Use the Accident Insurance Org window to assign accident insurance policies to local units.

Attention: You can assign only one accident insurance policy to a local unit at any point of time. Specify start and end dates for each policy to prevent overlapping policies from different accident insurance providers.

arrow icon   To assign an accident insurance policy to a local unit:

  1. In the Organization window, query the organization if it does not already appear there. In the Organization Classifications region, select Local Unit, click Others, and select Accident Insurance Org.

  2. Click in the Accident Insurance Org field to open the Accident Insurance Org window.

  3. Select and enter the following accident insurance policy details:

  4. Repeat the steps 2 and 3 to assign more accident insurance policies to the local unit.

  5. Save your work.