{"id":4045,"date":"2023-10-16T10:07:07","date_gmt":"2023-10-16T10:07:07","guid":{"rendered":"https:\/\/usermanual.csmarx.com\/?post_type=docs&#038;p=4045"},"modified":"2026-06-17T12:24:12","modified_gmt":"2026-06-17T12:24:12","password":"","slug":"managing-sessions","status":"publish","type":"docs","link":"https:\/\/usermanual.csmarx.com\/fr\/docs\/managing-sessions\/","title":{"rendered":"Insurance Company\u00a0"},"content":{"rendered":"<p class=\"wp-block-paragraph\">The Insurance Company tab under the Basic Data Settings page allows administrators to define, configure, and manage standard healthcare and social coverage provider settings. Through this page, administrators can systematically structure organizational insurance parameters including insurance entities, specific package tiers, and coverage rules linked to various employee demographic brackets.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This page serves as a centralized configuration hub to ensure the HR system&nbsp;operates&nbsp;efficiently and aligns with the organization&#8217;s policies and operational needs.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To access the Insurance Company page, follow these steps:&nbsp;&nbsp;<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>From\u00a0Human\u00a0Resources\u00a0page.\u00a0\u00a0<\/li>\n<\/ol>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Click\u00a0System Setting.\u00a0<\/li>\n<\/ol>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Select\u00a0Basic Data Settings.\u00a0<\/li>\n<\/ol>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Click\u00a0Insurance Company\u00a0from the top master tabs.\u00a0<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">Managing the 3 Tabs&nbsp;<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">The Insurance Company section is organized into 3 secondary sub-tabs. Each tab&nbsp;contains&nbsp;a dedicated data grid displaying existing configurations, along with control utilities and row action shortcuts.&nbsp;<\/p>\n\n\n\n<h5 class=\"wp-block-heading\"><em>Common Actions for All Tabs<\/em>&nbsp;<\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add a New Record:\u00a0Click the green\u00a0+ Add\u00a0button at the top left to open a pop-up modal. Input the required values, then click\u00a0Save.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Export to Excel:\u00a0Click the green\u00a0Excel icon\u00a0at the top right of the data panel to download the visible records directly into an\u00a0.xlsx\u00a0file sheet.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Export to PDF:\u00a0Click\u00a0the green\u00a0PDF icon\u00a0adjacent to\u00a0the search input box to generate a clean, printable document\u00a0containing\u00a0active table rows.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Show\/Hide Columns:\u00a0Click the green\u00a0Database\/Eye icon\u00a0to open a field layout selection menu where checking or unchecking fields dynamically\u00a0changes\u00a0table column visibility.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Clear Filter:\u00a0Click the\u00a0Create Filter \/ Clear Filter\u00a0link found at the bottom left of the grid view to drop active column queries and reset data parameters back to default.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Edit a Record:\u00a0Click the blue\u00a0Edit (pencil)\u00a0icon on the far right of any specific row to alter its fields.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Delete a Record:\u00a0Click the red\u00a0Delete (trash bin)\u00a0icon on the far right of a row to wipe that record permanently from the system database.\u00a0<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">1. Insurance Company&nbsp;<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">This tab catalogues the primary medical or insurance&nbsp;provider&nbsp;entities partnered with the organization.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Table Overview:\u00a0Displays active insurance corporate entries with processing metadata.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Table Columns:\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Field Name\u00a0In\u00a0Arabic (Insurance Company):\u00a0Displays the\u00a0provider\u00a0name in Arabic (e.g.,\u00a0\u0634\u0631\u0643\u0629\u00a0\u0627\u0643\u0633\u0627,\u00a0\u0645\u064a\u062a \u0644\u064a\u0641,\u00a0\u0628\u0640\u0648\u0628\u0640\u0627).\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Field Name\u00a0In\u00a0English (Insurance Company):\u00a0Displays the\u00a0provider\u00a0name in English (e.g.,\u00a0MET LIFE,\u00a0Bobaa,\u00a0axa\u00a0inssurance\u00a0company,\u00a0GLOBMED).\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Document Number:\u00a0Records\u00a0specialized processing keys or insurance policy numbers.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Starting Date:\u00a0Timestamps\u00a0indicating\u00a0the official beginning of contract coverage intervals.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>End Date:\u00a0Timestamps\u00a0indicating\u00a0contract conclusion or renewal deadlines.\u00a0<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">2. Insurance Class&nbsp;<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">This tab standardizes specific premium or benefit tier designations grouped under each mapped provider entity.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Table Overview:\u00a0Details\u00a0distinct benefit plans such as gold, silver, or primary alphabetic rankings.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Table Columns:\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Field Name\u00a0In\u00a0Arabic (Insurance Class):\u00a0Displays the tier category in Arabic (e.g.,\u00a0\u0641\u0626\u0629 \u0627\u0648\u0644\u0649,\u00a0\u0641\u064a\u0629\u00a0\u062a\u0627\u0646\u0649,\u00a0\u0627\u0644\u062c\u0648\u0644\u062f,\u00a0\u0641\u0646\u0629\u00a0\u062c\u0648\u0644\u062f).\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Field Name\u00a0In\u00a0English (Insurance Class):\u00a0Displays the tier category in English (e.g.,\u00a0B,\u00a0a,\u00a0gold,\u00a0sssssssss125).\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Insurance Company:\u00a0Indicates\u00a0which parent corporate insurance partner covers that specific tier structure.\u00a0<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">3. The Name&nbsp;Of&nbsp;The&nbsp;Age Group&nbsp;<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">This tab controls matrix calculations, age parameters, and pricing values tied to specific employee demographics.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Table Overview:\u00a0Outlines targeted group demographics, family relationship constraints, and monetary values mapping to active accounts.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Table Columns:\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Field Name\u00a0In\u00a0Arabic (The Name\u00a0Of\u00a0The\u00a0Age Group):\u00a0Displays the targeted demographic track name in Arabic (e.g.,\u00a0\u0645\u062d\u0627\u0633\u0628\u064a\u0646,\u00a0\u0627\u062f\u0627\u0631\u064a\u064a\u0646,\u00a0\u0634\u0628\u0627\u0628,\u00a0\u0627\u0644\u0641\u0626\u0629 \u0627\u0644\u0645\u062a\u0648\u0633\u0637\u0629).\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Field Name\u00a0In\u00a0English (The Name\u00a0Of\u00a0The\u00a0Age Group):\u00a0Displays localized demographic track names in English (e.g.,\u00a0youth,\u00a0First class,\u00a0MID RANGE).\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Age From:\u00a0Numeric entry setting the\u00a0minimum\u00a0baseline age boundary for the category.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Age To:\u00a0Numeric entry setting the maximum ceiling age boundary for the category.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Insurance Class:\u00a0Shows the linked benefit plan tier assignment.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Insurance Company:\u00a0Tracks the underlying premium provider corporation.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Gender:\u00a0Isolates specific physiological categories (e.g.,\u00a0All,\u00a0Male).\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Relationship\u00a0(Arabic Field):\u00a0Displays family or dependent relationship identifiers in Arabic text strings (e.g.,\u00a0\u0632\u0648\u062c \/ \u0632\u0648\u062c\u0629).\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Relationship (English Field):\u00a0Displays corresponding demographic dependent descriptors.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Insurance Value:\u00a0Numeric financial column setting baseline monetary packages or\u00a0maximum\u00a0calculated premium benchmarks (e.g.,\u00a0200,\u00a0500,\u00a01000,\u00a010000,\u00a011500).\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Employee:\u00a0Features active system verification checkboxes to flag whether the bracket applies primarily to core personnel.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>IsMarried:\u00a0Checkbox verification rule flagging whether marital status conditions govern bracket assignment.\u00a0<\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"<p>The Insurance Company tab under the Basic Data Settings page allows administrators to define, configure, and manage standard healthcare and social coverage provider settings. Through this page, administrators can systematically structure organizational insurance parameters including insurance entities, specific package tiers, and coverage rules linked to various employee demographic brackets.&nbsp;&nbsp; This page serves as a centralized [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[31],"doc_tag":[],"class_list":["post-4045","docs","type-docs","status-publish","hentry","doc_category-basic-data-settings-basic-data-settings"],"year_month":"2026-06","word_count":712,"total_views":"61","reactions":{"happy":"0","normal":"2","sad":"0"},"author_info":{"name":"n thabet","author_nicename":"n-thabet","author_url":"https:\/\/usermanual.csmarx.com\/fr\/author\/n-thabet\/"},"doc_category_info":[{"term_name":"Basic Data Settings","term_url":"https:\/\/usermanual.csmarx.com\/fr\/docs-category\/basic-data-settings-basic-data-settings\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4045","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/comments?post=4045"}],"version-history":[{"count":3,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4045\/revisions"}],"predecessor-version":[{"id":5160,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4045\/revisions\/5160"}],"wp:attachment":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/media?parent=4045"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/doc_category?post=4045"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/doc_tag?post=4045"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}