Base HRM - Insurance: How to assign insurance policies to employees : Base.vn

Base HRM - Insurance: How to assign insurance policies to employees in

Đã sửa đổi vào: Mon, 26 Tháng 5, 2025 lúc 7:19 SA

To assign insurance policies to employees on HRM, first access Base HRM by selecting the HRM icon in the application menu, or go to the link https://hrm.base.vn/.

Step 1: Select "Insurance" in the Policy section

Step 2: Assign insurance policies to employees in 3 ways: Assign to each employee, Assign by group or Import in bulk using Excel.

Method 1 : Manual operation with each employee:

1.1. Select " Add participant " and select specific personnel

1.2. Enter details and Save

+ Join date:

Start date of employment - recorded in HRM records
Custom Date: Select a specific date

+ Insurance policy: Choose 1 of the installed policies

+ Salary for insurance, Additional notes - not required

+ Purpose of creation

Create new registration
Overwrite last registration
Create past registrations
Create first registration

Method 2 : Assign policies to each group of employees.

2.1. Add participants >> Add multiple participants

+ Select by

Select employee: Tag each member to be assigned Insurance
Area/Specialty: Select Area/Specialty - will assign the policy to all internal members.
Office: Select Office - will assign the policy to all members inside.
Work Location: Select Work Location - will assign the policy to all internal members.

2.2. Fill in Insurance policy details - as for assigning to individual staff.

Method 3: Batch import using Excel

3.1. Hover over "Add participants" >> Enter first participant list

3.2. Select " Download " to download the sample excel file - Fill in the information in the file - Import it back into the system.

Chúng tôi có thể giúp bạn tìm thông tin gì?

Base HRM - Insurance: How to assign insurance policies to employees in

Đã sửa đổi vào: Mon, 26 Tháng 5, 2025 lúc 7:19 SA

To assign insurance policies to employees on HRM, first access Base HRM by selecting the HRM icon in the application menu, or go to the link https://hrm.base.vn/.

Step 1: Select "Insurance" in the Policy section

Step 2: Assign insurance policies to employees in 3 ways: Assign to each employee, Assign by group or Import in bulk using Excel.

Method 1 : Manual operation with each employee:

1.1. Select " Add participant " and select specific personnel

1.2. Enter details and Save

+ Join date:

Start date of employment - recorded in HRM records

Custom Date: Select a specific date

+ Insurance policy: Choose 1 of the installed policies

+ Salary for insurance, Additional notes - not required

+ Purpose of creation

Create new registration

Overwrite last registration

Create past registrations

Create first registration

Method 2 : Assign policies to each group of employees.

2.1. Add participants >> Add multiple participants

+ Select by

Select employee: Tag each member to be assigned Insurance

Area/Specialty: Select Area/Specialty - will assign the policy to all internal members.

Office: Select Office - will assign the policy to all members inside.

Work Location: Select Work Location - will assign the policy to all internal members.

2.2. Fill in Insurance policy details - as for assigning to individual staff.

Method 3: Batch import using Excel

3.1. Hover over "Add participants" >> Enter first participant list

3.2. Select " Download " to download the sample excel file - Fill in the information in the file - Import it back into the system.

- Employee ID: Fill in the employee code

- Insurance policy: Fill in the exact name of one of the existing policies

- Join date: dd/mm/yyyy, data in text/general format

Step 3: Check and modify the assigned policies in the Participants section

Chúng tôi có thể giúp bạn tìm thông tin gì?

Base HRM - Insurance: How to assign insurance policies to employees in

Đã sửa đổi vào: Mon, 26 Tháng 5, 2025 lúc 7:19 SA

To assign insurance policies to employees on HRM, first access Base HRM by selecting the HRM icon in the application menu, or go to the link https://hrm.base.vn/.

Step 1: Select "Insurance" in the Policy section

Step 2: Assign insurance policies to employees in 3 ways: Assign to each employee, Assign by group or Import in bulk using Excel.

Method 1 : Manual operation with each employee:

1.1. Select " Add participant " and select specific personnel

1.2. Enter details and Save

+ Join date:

Start date of employment - recorded in HRM records

Custom Date: Select a specific date

+ Insurance policy: Choose 1 of the installed policies

+ Salary for insurance, Additional notes - not required

+ Purpose of creation

Create new registration

Overwrite last registration

Create past registrations

Create first registration

Method 2 : Assign policies to each group of employees.

2.1. Add participants >> Add multiple participants

+ Select by

Select employee: Tag each member to be assigned Insurance

Area/Specialty: Select Area/Specialty - will assign the policy to all internal members.

Office: Select Office - will assign the policy to all members inside.

Work Location: Select Work Location - will assign the policy to all internal members.

2.2. Fill in Insurance policy details - as for assigning to individual staff.

Method 3: Batch import using Excel

3.1. Hover over "Add participants" >> Enter first participant list

3.2. Select " Download " to download the sample excel file - Fill in the information in the file - Import it back into the system.

- Employee ID: Fill in the employee code

- Insurance policy: Fill in the exact name of one of the existing policies

- Join date: dd/mm/yyyy, data in text/general format

Step 3: Check and modify the assigned policies in the Participants section

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