To access an insured person’s view, click on the relevant policy (1) in the second menu on the left, then click on ‘Insured persons’ (2) in the horizontal menu, and finally click on the relevant person (3) in the list of insured persons to open the person’s view.
Click on ‘Key details’ to view the person’s details.
In this view, you can view the following information and initiate the following changes:
- Master data change: Change the insured person’s master data.
- Salary and employment change: Update salary and employment percentage.
- Gender change: Change the insured person’s gender.
- Marital status change: Change the insured person’s marital status.
- Termination of employment: Report the insured person’s departure.
- Suspension
- Details of this insured person’s pension scheme.
- Current pension plan: The insured person’s pension scheme.
- Personal data(name, date of birth, etc.)
- Mutation history: Brief overview of past mutations.
- The person’s address data.
- Contact details: Telephone number and email address.
- Top: This takes you back to the top of the insured person’s view.