Add or modify Life or AD&D insurance benefits

task brazil Updated Sep 10, 2026 1 min read t_CreateOrModifyInsuranceBenefit.md
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You can add or modify an insurance benefit for an employee using the HR Benefits module.

Before you begin

Role required: sn_hr_core.profile_writer

Procedure

  1. Navigate to All > HR Profile > Life, AD&D Insurance Benefits.

  2. Select New to open an insurance benefit record.

  3. Complete the form.

    The fields you see depend on how the form is configured and what fields are selected to display.

Field

Description

Plan

The name of the insurance plan. Click the Lookup using list icon and select the plan for the employee.

Employee

The user who requested enrollment. Click the Lookup using list icon and select the user.

Plan ID

The membership/enrollment ID number of the employee.

Provider

The life insurance company that provides the insurance benefit. Fills in when the plan is selected.

Plan type

The type of insurance plan. Fills in when the plan is selected.

Coverage type

Enter the coverage type of the plan. An example is Family Coverage or Individual Plan. Not all insurance plans have coverage type.

Term

The period the insurance policy covers.

Beneficiaries

Click the Lookup using list icon to search for and select contacts that are beneficiaries.

Who is covered

List of family members of the employee covered under the health benefit.

Start date

Date when the benefit is active for the employee and beneficiaries.

End date

Date when the benefit is no longer active for the employee and beneficiaries.

Employer Contribution (per paycheck)

Dollar amount employer contributes to plan per paycheck.

Employer Contribution (per year)

Dollar amount employer contributes to plan per year.

Employee Contribution (per paycheck)

Dollar amount employee contributes to plan per paycheck.

Employee Contribution (per year)

Dollar amount employee contributes to plan per year.

4. Select **Submit**.
The insurance benefit is listed in the **HR Insurance Benefits** list.

Parent Topic:HR Profile

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