Enroll an employee in the company retirement plan
task brazil Updated Sep 10, 2026 1 min read t_CreateOrModifyARetirementBenefit.md
Enroll an employee in the company retirement plan using the retirement benefits module.
Before you begin
Role required: sn_hr_core.profile_writer
Procedure
-
Navigate to HR Profile > Retirement benefits.
-
Select New.
-
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. -
Select Submit.
Parent Topic:HR Profile
44 lines · 1.5 KB
---
title: Enroll an employee in the company retirement plan
description: Enroll an employee in the company retirement plan using the retirement benefits module.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/hr-service-delivery/t\_CreateOrModifyARetirementBenefit.html
release: brazil
product: HR Service Delivery
classification: hr-service-delivery
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [HR Profile, Case and Knowledge Management, HR Service Delivery, Employee Service Management]
---
# Enroll an employee in the company retirement plan
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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/hr-service-delivery/c_HRProfileRecords.md)
| title | Enroll an employee in the company retirement plan |
| description | Enroll an employee in the company retirement plan using the retirement benefits module. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/employee-service-management/hr-service-delivery/t\_CreateOrModifyARetirementBenefit.html |
| release | brazil |
| product | HR Service Delivery |
| classification | hr-service-delivery |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | HR ProfileCase and Knowledge ManagementHR Service DeliveryEmployee Service Management |