Derby Group — Employee Insurance Tracker

Employee Insurance Tracker

Dashboard view:

Total members

Principals (employees)

Dependents

Active covers

Upgraded covers

Total premium (AED)

Payable by employees (AED)

Client margin (AED)

Est. credit notes (AED)

HRMS ID	Member Code	Member ID No	Member Name	Relationship	Passport No	EID No	Date of Birth	Nationality	Client Contract	Service Type	Provider	Network	Category	Broker	Eligibility	Upgraded	Premium (AED)	Margin (AED)	Addl Premium	Addl Borne By	Premium Borne By	Start Date	End Date	Status	Insurer Informed	Invoice No	Credit Note No	Docs	Actions

No records yet. Click + Add employee to enrol the first employee.

Filters: Group by:

Columns:

Requests

Users & roles

Roles

Add employee

All fields are mandatory. End date is required only when status is Left Company or Cancelled.

Member details

HRMS Employee ID *

Member code

Auto: HRMS ID for employee, HRMS-1, HRMS-2… for dependents

Member name *

Relationship with principal *

Date of birth *

Nationality *

Passport number *

Emirates ID number *

Client Contract *

Service type *

Insurance details

Filled in by the Insurance Team. While the status is Requested or Applied these can be left blank — enter the member's KYC details, category and relationship, save, and the Insurance Team completes the cover once the insurer responds. Each box takes free text and also offers suggestions as you type.

Insurance provider company *

Insurance network *

Insurance category *

Insurance broker *

Insurance eligibility (as per policy) *

The cover this member is entitled to under the policy

Cover & premium

Filled in by the Insurance Team. While the status is Requested or Applied the premium and start date can be left blank — save the member and the Insurance Team completes the cover once the policy is issued.

Upgraded network / policy? *

Select Yes if cover differs from policy eligibility

Additional premium for the upgrade (AED) *

Additional premium borne by *

Who actually pays for the upgrade

Premium (AED / year) *

Client margin (AED)

Outsourced cover only — billed to the client on top of the premium

Member ID / insurance card no

Premium borne by *

Dependent additions / upgrades paid by employee → "Payable by Employee"

Status *

Insurance start date *

Insurance end date

Insurer informed of the cancellation?

Credit note estimate (AED)

Expected refund — Finance records the actual credit note

Documents

Grouped by transaction type. All documents should be received as a single merged PDF, with the census provided separately to the Insurance Team. Files are uploaded to the server and named by member code.

▸ Insurer submission (NAS / QIC)

What the insurer's HR Request census asks for beyond the cover itself. All optional here — the Census — NAS submission report lists exactly who is still short of what, so a gap is found before the batch goes out rather than when it comes back rejected. Values with a list must match the insurer's own spelling or the submission bounces.

Request

Proposed last day of cover

Preferred cover

Reason / note

Review request

End date to apply

Additional premium (AED)

Borne by

Add user

The server generates a one-time password; you never choose it.

Display name

Username

Role

Access

Status

Client contracts (comma separated, or * for all)

Confirm it is you

Granting admin rights re-checks your credentials.

Your password

Authentication code

Add role

Role name

Capabilities

Confirm it is you

Your password

Authentication code

Save your recovery codes

Shown once. Each works a single time, in place of your authenticator code. Without them, a lost phone means an administrator has to reset the account — and if you are the only administrator, nobody can.

One-time password

Shown once. Hand it to the person directly; they must change it on first sign-in.

Insurance cards — bulk batch

The insurer sends one file holding the cards for many employees. Upload it here; it is split into pages so each member is given only their own card — no member's record ever points at a file containing somebody else's.

Assign each page to a member

Accounts — confirm the salary recovery

An upgrade beyond standard eligibility, or a dependent the employee pays for, is confirmed here before the Insurance Team processes the cover.

Recover over (instalments)

Deducted from salary — three by default

Advance / undertaking form received?

Remarks

Finance — invoice & credit note tagging

Addition (invoice)

Invoice number

Invoice date

Cancellation (credit note)

Credit note number

Credit note amount (AED)

Remarks

Bulk upload — review

Settings

Change my password

Current password New password (min 12 characters, letters + numbers) Confirm new password

Two-factor authentication (MFA)

HRMS integration (API)

REST endpoints for the HRMS team (token in server config.json, header Authorization: Bearer <token>):
GET /api/hrms/records — pull all records
POST /api/hrms/push — push records, upserted by memberCode
Field schema: window.DerbyInsuranceAPI.schema() in the browser console, or see README.md.

Recent activity

Employee Insurance Tracker

Add employee

Request

Review request

Add user

Add role

Save your recovery codes

One-time password

Insurance cards — bulk batch

Accounts — confirm the salary recovery

Finance — invoice & credit note tagging

Bulk upload — review

Settings

Set a new password

Set up two-factor authentication

Two-factor authentication