Human Resources People Management

PART 4 EMPLOYEE BENEFITS

5. To see summaries for all benefit plans, mark All Benefits.


6. Choose New to open the appropriate benefit enrollment window.


7. Enter the information to include in the history record. The Benefit
   Begins date will be the date used to sort the records in the Benefit
   History Lookup window.


8. Choose the save icon button.


9. Close the window.

Modifying or deleting a benefit history record

Use the Benefits/Deductions Summary window to modify or delete a

benefit history record. You can modify a benefit history record when you

need to make changes to an existing record. Delete a benefit history record

when you no longer need to track that information.

To modify or delete a benefit history record:

1. Open the Benefits/Deductions Summary window.
   (Cards >> Human Resources >> Employee-Benefits >> Ben/Deduction
   Sum)


2. Enter or select an Employee ID and select a benefit or deduction record.


3. Choose Select to open the appropriate benefit enrollment window.


4. Choose the Benefit History Effective Date lookup button to open the
   Benefit History Lookup window.


5. To delete a benefit history record, select the record and choose Delete.


6. To change a benefit history record, select the record and choose Select.
   The appropriate benefit enrollment window will open. Make your
   changes and choose the Benefit History save icon button

Viewing benefit history............................................................................................................

Use the Benefit History Lookup window to view an employee’s enrollment

history for a particular benefit.