How do I Add Pension Plan members?
Benefits>>Pension Admin>>Administration>>Plan Members
Plan Members
Plan members must first be enrolled in a pension plan via the benefits module.
Plan members can then be added to the pension administration module individually or "en masse" via an import utility Excel spreadsheet. A download template is available on the screen (with instructions on the format it should be completed).
Once completed, the file can be uploaded via the Import button and the data will be displayed in the table.
Please ensure that user-defined, unique Pension IDs have been defined for employees.
Pension Plan Members
Pension Id: Enter user-defined unique pension ID.
Company: Auto-fills with the employee's company name.
Badge Number/First Name/Last Name/Date of Birth: Enter employee details to be placed in a member plan.
Date of Birth Confirmed?: Select "Yes" to indicate that the employee's date of birth was verified. Otherwise, select "No".
Company Start Date: The date the employee first started at the company.
Pension Type Plan Id/Pension Type Plan Description: Select the pension plan that the employee is joining.
Deduction Code/Deduction Description: Select the payroll deduction code for the pension plan.
Date Join Plan: Enter the date the employee joined the pension plan.
Date Left Active Status: Enter the date the employee was separated from the company. Otherwise, leave blank.
Save the record and repeat to enroll additional employees.
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