Adding License and Insurance Information

License and insurance information can be for any type of insurance and can be used in alerts and reporting.

Note: You can enable expiration notifications for employee license and insurance via Business Preferences.

1. Locate and select the employee profile.
2. Select the License Insurance tab.
3. Select Add.
   
4. On the License & Insurance window:

• Type: Select Insurance or License. Neither selection impacts the fields in the form.
• License or Insurance Number: This may also be the policy number.
• Enter a Description and fill out the Valid From and Valid To dates.

5. When finished, select Save.