Siebel Finance Guide > Managing Group Pensions >
Administering Group Pension Plans (End User)
End users administer group pension plans by performing the following tasks:
For more information on defining funding vehicles, see To define funding vehicles for a group pension product. To view the funds and investments available within a group pension plan
- Navigate to the Group Pensions screen > Group Pension List view.
- In the Group Pensions list, select a group pension plan, and drill down on the plan # link.
- Click the Funding Vehicles view tab.
To add eligible plan members
- Navigate to the Group Pensions screen > Group Pension List view.
- In the Group Pensions list, select a group pension plan, and drill down on the plan # link.
- Click the Eligible Members view tab.
- In the Participants list, add a record and complete the necessary fields.
To create a service request associated with a group pension plan
- Navigate to the Group Pensions screen > Group Pension List view.
- In the Group Pensions list, select a group pension plan, and drill down on the plan # link.
- Click the Service Requests view tab.
- In the Service Requests list, add a record and complete the necessary fields.
- To add further information about the service request, drill down on the SR # link.
To enroll new participants in a group pension plan
- Navigate to the Group Pensions screen > Group Pension List view.
- In the Group Pensions list, select a group pension plan, and drill down on the plan # link.
- Click the Participants view tab.
- In the Participants list, add a record and complete the necessary fields.
NOTE: In order for Siebel Finance to automatically populate the Employer Match % field in the Participants view tab, you must enter a value in the Class field.
- In the Allocations form, add a record for each fund or investment option. Select the appropriate funds and investments options from the Pick Funding Vehicle list.
To record participant beneficiary information
- Navigate to the Group Pensions screen > Group Pension List view.
- In the Group Pensions list, select a group pension plan, and drill down on the plan # link.
- Click the Beneficiary view tab.
- In the Participants list, select a participant.
- In the Beneficiary list, add a record and complete the necessary fields.
NOTE: Make sure all the values entered in the % field equal 100%.
For more information on adding participants, see To enroll new participants in a group pension plan. To create an activity associated with a group pension plan
- Navigate to the Group Pensions screen > Group Pension List view.
- In the Group Pensions list, select a group pension plan, and drill down on the plan # link.
- Click the Activities view tab.
- In the Activities list, add a record and complete the necessary fields.
To create a note associated with a group pension plan
- Navigate to the Group Pensions screen > Group Pension List view.
- In the Group Pensions list, select a group pension plan, and drill down on the plan # link.
- Click the Notes view tab.
- In the Notes list, add a record and complete the necessary fields.
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