Edit Beneficery Information

You can add/ edit a beneficiary information record.

To edit the beneficiary information, you need to:

1.  Log into the system as Employee/Manager/HR Manager and follow the respective path to reach employee details page. Learn more about path to follow.

2.  Click on the Edit button of Beneficiary Information section of My Personal Details /My Team Dashboard page to edit the dependent details,  as shown in Figure.

The My Profile –Beneficiary Information >> Edit Beneficiary page appears, as shown in Figure.

3.  Click Add Beneficiary button to add a beneficiary record.

3.  Provide/ modify the Name,  Date of Birth, Gender and Relationship with the beneficiary in their respective fields.

6.  Specify the percentage share of the beneficiary in the texbox at the end of the beneficiary row and then click Save.

 

The beneficiary details are successfully saved and sent for approval. A message suggesting the same appears, as shown in Figure.