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Beneficiary Assignments

The Beneficiary Assignments screen allows an Administrator to add, edit, and delete beneficiaries for the selected employee. This screen can be filtered by the package. Creating an assignment allows the Administrator to assign a beneficiary to a specific benefit.

Navigating to Beneficiary Assignments

From the menu, expand Employee, expand Benefits, then click Beneficiary Assignments.

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If you are already viewing an employee's profile, it can be found by hovering over Benefits and clicking Beneficiary Assignments.

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From the Actions drop-down menu, you can:

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Create Beneficiary Assignment

  • Click Create Beneficiary Assignment from the Actions drop-down menu.

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  • Enter the necessary information for the beneficiary assignment.

    CHR_-_Employee_-_Benefits_-_Assignments_-_Add_-_01.png 

    • Package - Select the Package in which the benefit exists.
    • Benefit - Select the Benefit you wish to assign a beneficiary to.
    • Beneficiary - Select the Beneficiary you wish to assign.
      • The beneficiaries listed must be added on the Dependents & Beneficiary page and must have the "Eligible Beneficiary" enabled. For more information about the Dependents & Beneficiary page, refer to the following article.
    • Type - Select the type of beneficiary, Primary or Secondary.
    • Percentage - Select the Percentage in which the beneficiary should receive.
      • Beneficiaries cannot add up to over 100% per Type/Benefit.
    • Start Date - Select the Start Date to which the Beneficiary should be assigned.
    • End Date - Select the End Date to which the Beneficiary should be assigned.
  • Click Save when finished.

Edit Beneficiary Assignment

  • Click the name of the beneficiary.

    CHR_-_Employee_-_Benefits_-_Assignments_-_Edit_-_00.png

  • Adjust the beneficiary as needed. For more information about the provided fields, you can refer to the information in the previous section.

    CHR_-_Employee_-_Benefits_-_Assignments_-_Edit_-_01.png

Delete Beneficiary Assignment

  • Select the existing record with the checkbox(es) to the far right of the record to delete.

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  • Use the Actions drop-down menu and click Delete Beneficiary Assignment.

    CHR_-_Employee_-_Benefits_-_Assignments_-_Actions_-_02.png

  • You will see a modal like below to confirm the deletion of the selected beneficiaries. Click Yes to confirm.

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