Create a Beneficiary

This screen represents the personal information related to a specific beneficiary.

Note:A beneficiary file is created only if a Beneficiary is to be paid.

To CREATE a Beneficiary, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Beneficiary information. Fields with an asterisk  are mandatory fields.
3. To add a new Picture, if required, click on the New icon  to add a picture. Some information is required. Refer to Attachments for details.
4. Enter the Code, as required.

• Code: Unique identification code of the beneficiary. This value is system generated and non-editable

5.   Choose the Prefix and Employee Status from the Drop Down Menu and enter First Name, Middle Name and Last Name as required. 

• Prefix: Prefix of Name of Beneficiary
• First Name: First Name of Beneficiary
• Middle Name: Middle Name of Beneficiary
• Last Name: Last Name of Beneficiary

6.   Choose Default Language from the Drop Down Menu.

• Default Language: Language chosen of Beneficiary

7.   Select Date of Birth from the Calendar icon.

• Date of Birth: Birthday of Beneficiary

8.   Enter Place of Birth if required.

• Place of Birth: Location of Birth of Beneficiary

9.   Choose Gender from Drop Down Menu

• Gender: Gender of Beneficiary

10.   Enter the Social Number.

• Social Number: Social Number of Beneficiary

11.   Select Marital Status from the Drop Down Menu

• Marital Status: Marital status of the Beneficiary

12.   Check the Active checkmark if required. By Default - Active is selected.

• Active: If checked, Beneficiary is active

13.   To enter the Application User, if required, click on the Lookup icon , click on Find icon  to retrieve the Application User information, then select the Application User.

14.   To enter the Institution, if required, click on the Lookup icon , click on Find icon  to retrieve the Institution information, then select the Institution.

15.   Choose Country of Origin, Citizenship, Residency, Race, Religion and Tribe from the Drop Down Menu.

• Country of Origin: Country of Origin of Beneficiary
• Citizenship: Citizenship of Beneficiary
• Residency: Country of Residency of Beneficiary
• Race: Race of Beneficiary
• Religion: Religion of Beneficiary
• Tribe: Tribe of Beneficiary

16.   Select the Deceased Date from the Calendar icon, if required.

• Deceased Date: Date of death of Beneficiary

17. Enter the Tax Identification Number, if required.

• Tax Identification Number: Tax Identification Number

18. Check Is Payslip Sent Via E-Mail, if required.

• Is Payslip Sent Via E-mail: If checked, the play slip will be sent by e-mail

19. To enter the Currency, if required, click on the Lookup icon , click on Find icon  to retrieve the Currency information, then select the Currency.

To ADD Spoken Languages to the Beneficiary screen, if required:

1. Click on the  tab and then click on the Lookup icon , and enter the Spoken Language information, or leave the Spoken Language information blank to retrieve all Spoken Languages.

2. Click the Find icon 

3. Click the individual Select Checkbox (es) to select and de-select the Spoken Languages, as required.

4. Repeat steps 1, 2 and 3 for all required Spoken Languages.

5. Click the Remove icon to remove the selected Spoken Language information, if required.

6. Click the individual Select Checkbox (es) to select and de-select the Spoken Languages, as required, or click the Select All icon  or Unselect All  icon, to select all Spoken Languages or de-select all Spoken Languages, if required.

ADD Income Tax Destination to the Beneficiary screen, if the beneficiary is tax exempt:

1. Click on the  tab and then click on the Lookup icon , and enter the Income Tax Destination information, or leave the Income Tax Destination information blank to retrieve all Income Tax Destinations.

2. Click the Find icon 

3. Click the individual Select Checkbox (es) to select and de-select the Income Tax Destinations, as required.

4. Repeat steps 1, 2 and 3 for all required Income Tax Destinations.

5. Click the Remove icon to remove the selected Income Tax Destination information, if required.

6. Click the individual Select Checkbox (es) to select and de-select the Income Tax Destinations, as required, or click the Select All icon  or Unselect All  icon, to select all Income Tax Destinations or de-select all Income Tax Destinations, if required.

To ADD Contacts to the Beneficiary screen, if required:

1. Click on the  tab and then click on the New icon to enter Contacts (refer to Contacts for more information).

2. Click on the Save and Return icon to save the Contact information and return to the Beneficiary screen, or click on the Discard icon  to discard the Contact entry and return to the Beneficiary screen.

3. Click the Remove icon to remove the selected Contact information, if required.

4. Click the individual Select Checkbox (es) to select and de-select the Contacts, as required, or click the Select All icon  or Unselect All  icon, to select all Contacts or de-select all Contacts, if required.

To ADD Address information to the Beneficiary screen, if required:

1. Click on the  tab and then click on the New icon to enter Addresses (refer to Address for more information).

2. Click on the Save and Return icon to save the Address information and return to the Beneficiary screen, or click on the Discard icon  to discard the Address entry and return to the Beneficiary screen.

3. Click the Remove icon to remove the selected Address information, if required.

4. Click the individual Select Checkbox (es) to select and de-select the Addresses, as required, or click the Select All icon  or Unselect All  icon, to select all Addresses or de-select all Addresses, if required.

To ADD Additional Information to the Beneficiary screen, if required:

1. Click on the  tab and then click on the New icon to enter Additional Information (refer to Additional Information for more information).

2. Click on the Save and Return icon to save the Additional Information and return to the Beneficiary screen, or click on the Discard icon  to discard the Additional Information entry and return to the Beneficiary screen.

3. Click the Remove icon to remove the selected Additional Information, if required.

4. Click the individual Select Checkbox (es) to select and de-select the Additional Information, as required, or click the Select All icon  or Unselect All  icon, to select all Additional Information or de-select all Additional Information, if required.

To ADD Attachments to the Beneficiary screen, if required:

1. Click on the  tab and then click on the New icon to enter Attachments (refer to Attachments for more information).

2. Click on the Save and Return icon to save the Attachment information and return to the Beneficiary screen, or click on the Discard icon  to discard the Attachment entry and return to the Beneficiary screen.

3. Click the Remove icon to remove the selected Attachment information, if required.

4. Click the individual Select Checkbox (es) to select and de-select the Attachments, as required, or click the Select All icon  or Unselect All  icon, to select all Attachments or de-select all Attachments, if required.

To ADD Payment Information to the Beneficiary screen, if required:

1. Click on the  tab and then click on the New icon to enter Payment Information (refer to Payment Information for more information).

2. Click on the Save and Return icon to save the Payment Information and return to the Beneficiary screen, or click on the Discard icon  to discard the Payment Information entry and return to the Beneficiary screen.

3. Click the Remove icon to remove the selected Payment Information, if required.

4. Click the individual Select Checkbox (es) to select and de-select the Payment Information, as required, or click the Select All icon  or Unselect All  icon, to select all Payment Information or de-select all Payment Information, if required.

To ADD Notes to the Beneficiary screen, if required:

1. Click on the  tab and then click on the New icon to enter Notes (refer to Note for more information).

2. Click on the Save and Return icon to save the Note information and return to the Beneficiary screen, or click on the Discard icon  to discard the Note entry and return to the Beneficiary screen.

3. Click the Remove icon to remove the selected Note information, if required.

4. Click the individual Select Checkbox (es) to select and de-select the Notes, as required, or click the Select All icon  or Unselect All  icon, to select all Notes or de-select all Notes, if required.

Delete a Beneficiary

This screen provides the ability to gather all employees in one organized function.

To DELETE, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Employee you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Employees, leave all fields blank.
• Click Find
• Select the Beneficiary you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm

     4.    Click OK to confirm and delete the Beneficiary.

     5.    A window will be displayed confirming the Beneficiary has been deleted

To Verify that the Beneficiary has been Deleted:

1. Click on the Search icon
2. Enter the Beneficiary information
3. Click on the Find icon
4. The window will appear

Modify a Beneficiary

This screen provides the ability to gather all beneficiaries in one organized function.

To MODIFY, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Beneficiaries, leave all fields blank.
2. Click on the Find icon .
3. Click on the Employee you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modifications.  To add or remove any created or retrieved information under the Tabs, refer to the associated link of the created or retrieved information in Create a Beneficiary.
5. Click on the Update icon  at the bottom of the screen to save your modifications. A window will appear to confirm the modification. Click OK to confirm.