Human Resources People Management

(singke) #1
CHAPTER 17 BENEFIT ENROLLMENT

To add an employee beneficiary record:



  1. 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)

  2. Enter or select an employee ID and a benefit.

  3. From the benefits icon button, choose Beneficiary Definition to open the
    Employee Beneficiaries window.

  4. Enter the first name, last name and Social Security number of the
    beneficiary.

  5. Select the beneficiary’s relationship and enter a comment.

  6. Select the beneficiary’s gender and enter the beneficiary’s date of birth.

  7. Mark Primary Beneficiary if this beneficiary is the primary beneficiary
    and enter the percentage of the benefit this beneficiary will receive.

  8. To continue entering additional beneficiaries, repeat steps 4 through 7.

Free download pdf