CHAPTER 17 BENEFIT ENROLLMENT
To add an employee beneficiary record:
- Open any benefits enrollment window.
(Cards >> Human Resources >> Employee - Benefits >> Cash
Accounts)
(Cards >> Human Resources >> Employee - Benefits >> Health
Insurance)
(Cards >> Human Resources >> Employee - Benefits >> Life Insurance)
(Cards >> Human Resources >> Employee - Benefits >> Retirement
Plans) - Enter or select an employee ID and a benefit.
- From the benefits icon button, choose Beneficiary Definition to open the
Employee Beneficiaries window. - Enter the first name, last name and Social Security number of the
beneficiary. - Select the beneficiary’s relationship and enter a comment.
- Select the beneficiary’s gender and enter the beneficiary’s date of birth.
- Mark Primary Beneficiary if this beneficiary is the primary beneficiary
and enter the percentage of the benefit this beneficiary will receive. - To continue entering additional beneficiaries, repeat steps 4 through 7.