Enable Participants to Update Beneficiary Designations Anytime
Participants can update their beneficiaries, outside of an enrollment window, using the standalone Change Beneficiaries page. However, you need to enable a quick action for participants to access that page.
- Log in as a user who has administrative privileges.
- On the Home Page, click .
- Create a sandbox with Structure and Page Composer as the tools, and then open the sandbox.
- Open the sandbox.
- From the Tools menu, click Structure. Then, click Me.
- Select the Quick Actions tab, Benefits.
- Select Change Beneficiaries and select Yes from the Visible list to enable the Change Beneficiaries tile.
- Ensure that you select the Add as a quick action link on home page check box.
- Select Yes for Mobile Enabled.
- Click Save and Close.