How to Update Beneficaries in Existing Benefit Plans
Upon logging in to the system, navigate to Team > Benefits > Benefit Plans.
Once you have one Benefit plan defined, click on the select
all box in the top right and then View in the top right – this will open them all up in a
list.
Once inside the individual benefit plan, go to the Beneficiaries and/or Contingent Beneficiaries (if applicable), and either Add New or Add from Existing Contacts.
If adding from existing, the list of available beneficiaries will populate. Select
the appropriate name from the list. Once
you do this, it will ask for a % and Save.
***If
more than one, add the % and then add another beneficiary. The total % must equal 100%.***
After complete, navigate to the next plan using the arrow and repeat the
steps for all the benefit types.
Related Articles
How to Mass Edit Benefit Plans
If you need to adjust the begin date or end date of benefit plans for a group of employees you will navigate to Team > Benefits > Benefit Plans. This report will list all currently active benefit plans for all employees. You will select the employees ...Approving Employee Benefit Plan Elections
After an employee has completed their electronic benefit enrollment, an authorized company adminstrator must Approve the benefit enrollments in order for the benefits to be applied to the employee's record. After the elections have been submitted, ...UKG Release Notes – December 2024 – R96
UKG Release Notes – December 2024 – R96 Learn more about the most impactful enhancements available in this release by checking out the short Release Spotlight video. KEY FEATURES THIS UPDATE HR: Within Benefit Plan configuration, the Employee Self ...UKG Ready - Release 96 Highlights
Update an Employee Address
Navigate to Team > My Team > Employee Information and select the employee information icon to the left of the employee needing the address update from the on screen report. From the Main tab of the employee's profile, navigate to the Personal ...