How do I add a beneficiary?

A beneficiary is the person named who is to receive proceeds or benefits the employee is accruing.

Adding a beneficiary

1. Open Connect Human Resources > Employees > Modify Existing Employees.

2. Use the Employee field to enter an employee name or number. Press Enter.

3. Click to select the Contacts tab.

4. Use the toolbar on the Contacts pane to click Add a New Contact.

5. Fill in the fields on the Contact subtab.

6. Click to select the checkbox titled Beneficiary.

7. Click Save (CTRL+S).

The beneficiary is saved.

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