v7 FreeBalance Help

The Employee Retirement Benefit Plan screen is used to record the information on the particulars for the Retirement Benefits for a particular employee and the information related to the employee's beneficiaries.

To MODIFY an Employee Retirement Benefit Plan, 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 Employee Retirement Benefit Plans, leave all fields blank.
2. Click on the Find icon .  The list of Employee Retirement Benefit Plans meeting the retrieval criteria  will appear.
3. Click on the Employee Retirement Benefit Plan you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modifications. To add or remove Attachments, refer to Attachments. Too add or remove Employee Beneficiaries, refer to Employee Beneficiaries.
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. 

               

Note:If an Employee Benefit Retirement Plan has the status Approved, the changes will not be saved immediately.  A change request will be generated and if the request is approved, then the changes will be saved.