# Insurance Report

## **Item description**

This Item uses to calculate the insurance increase/ decrease and related reports according to form D02-TS.

## **Implementation Instruction**

In the taskbar, select ![](https://2677856120-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fsmartbooks-hrm-guideline%2F-MVTq_WybVhmUCKSlrva%2F-MVTvsgluO_HfDuWbnEe%2F0.png?generation=1615426718927843\&alt=media).

### **Instructions for getting the data of increase or decrease insurance monthly**

Follow the instructions as shown in Figure VIII.3.1

![VIII.3.1](https://2677856120-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fsmartbooks-hrm-guideline%2F-MVTq_WybVhmUCKSlrva%2F-MVTvsgmNFG1TemZlse5%2F1.png?generation=1615426718952021\&alt=media)

Step 1: In the Function box, select “Analyze the data of increasing Insurance” or “Analyze the data of decreasing Insurance”

* Step 2: Click the "Implementation" button
* Step 3: Select the month to get the insurance data
* Step 4: Select "Export Excel"
* Step 5: Click "OK" to save the data and select "Cancel". Click "OK", the data will be displayed on the grid as shown in Figure VIII.3.2.
* Step 6: Click "Yes" or "No" to save or not to save information into the database.

![VIII.3.2](https://2677856120-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fsmartbooks-hrm-guideline%2F-MVTq_WybVhmUCKSlrva%2F-MVTvsgn83B0l4GIFsPK%2F2.png?generation=1615426718911595\&alt=media)

### **Instructions for additional the data of increase or decrease insurance monthly**

After checking information in the list of insurance increase / decrease in the month (Figure VIII.3.2), if users need to add more information, follow the instructions in section **II.2**. The data will be displayed as shown in Figure VIII.3.3.

![VIII.3.3](https://2677856120-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fsmartbooks-hrm-guideline%2F-MVTq_WybVhmUCKSlrva%2F-MVTvsgoNYFnlFewnCSM%2F3.png?generation=1615426718925330\&alt=media)

### **Instructions for getting D02 – TS Form**

1. Step 1: In the Function box, select the form D02 - TS to be declared (Figure VIII.3.4):

File D02 - TS (Decrease): List of employees who need to decrease insurance in the month.

File D02 - TS (Increase): List of employees who need to increase insurance in the month.

File D02 - TS (Increase and Decrease): List of employees who need to increase and decrease insurance in the month.

![VIII.3.4](https://2677856120-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fsmartbooks-hrm-guideline%2F-MVTq_WybVhmUCKSlrva%2F-MVTvsgpd4QB5Vr9xgfS%2F4.png?generation=1615426718910006\&alt=media)

Step 2: Click the "IMPLEMENTATION" button (Figure VIII.3.4)

1. Step 3: Select the month
2. Step 4: Select "Export Excel"
3. Step 5: Click the "OK" button to get the form D02 - TS as shown in Figure VIII.3.5

![VIII.3.5](https://2677856120-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fsmartbooks-hrm-guideline%2F-MVTq_WybVhmUCKSlrva%2F-MVTvsgqyGDLOdrmnF48%2F5.png?generation=1615426718904673\&alt=media)

### **Instructions to edit, delete and export data**

To edit, delete and export data to Excel file, follow the instructions in section **II.3, II.4, II.5, II.6.**