Enroll an employee in the company retirement plan

task brazil Updated Sep 10, 2026 1 min read t_CreateOrModifyARetirementBenefit.md
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Enroll an employee in the company retirement plan using the retirement benefits module.

Before you begin

Role required: sn_hr_core.profile_writer

Procedure

  1. Navigate to HR Profile > Retirement benefits.

  2. Select New.

  3. Complete the form.

    The fields you see depend on how the form is configured and what fields are selected to display.

    Field Description
    Plan Select the Lookup using list icon and select the retirement plan.
    Employee Select the Lookup using list icon and select the employee.
    Plan ID Select the Lookup using list icon and select the bank account.
  4. Select Submit.

Parent Topic:HR Profile

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