Creating an Activity Associated with a Group Pension Plan

Use the following procedure to create an activity associated with a group pension plan.

To create an activity associated with a group pension plan

1. Navigate to the Group Pensions screen, then the Group Pension List view.

2. In the Group Pensions list, select a group pension plan, and drill down on the plan # link.

3. Click the Activities view tab.

4. In the Activities list, add a record and complete the necessary fields.