Life Certificate

Overview

This screen contains information that helps users understand the requirements that are necessary to obtain  pensions

Navigation

To SEARCH a Life Certificate

  1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
    If you prefer to see the list of all Life Certificates, leave all fields blank.
  2. Click on the Find icon .

 

FieldDefinition
IDUnique identification code
EmployeeUser within the organization
Employee BeneficiaryEmployee benefits
Validated ByEmployee completing the validation
Validation DateDate of validation

Create A Life Certificate

Overview

 This screen contains information that helps users understand the requirements that are necessary to obatin a pensions

Navigation

To CREATE a Life Certificate follow the steps below

By default, you will be in Search Mode.

  1. Click on the New icon   (you will then be in Insert Mode).
  2. Enter the new Life Certificate information.  Fields with an asterisk  are mandatory fields.
  3. Enter the ID
  4. To enter the Employee, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Employee list, then select the Employee.
  5.  To enter the Employee Beneficiary, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Employee Beneficiary list, then select the Employee Beneficiary .
  6. To enter the Validated By, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Validated By list, then select the Validated By.
  7. Enter the Validation Date

Click on the Save icon  at the bottom of the Life Certificate to save your new Life Certificate information.  A window will appear to confirm.

Delete A Life Certificate

Overview

 This screen contains information that helps users understand the requirements that are necessary to obatin a pensions

Navigation

To DELETE a Life Certificate follow the steps below

By default, you will be in Search Mode.

  1. Find the Life Certificate you want to Delete
  2. Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Life Certificates , leave all fields blank.
  3. Click Find
  4. Select the Life Certificate you want to Delete
  5. Click on the Delete icon
  6. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
  7. Click OK to confirm and delete the Life Certificate.
  8. A window will be displayed confirming the Life Certificate has been deleted                                                                                                                                                                            
     

To Verify that the Life Certificate has been Deleted:

  1. Click on the Search icon
  2. Enter the Life Certificate information
  3. Click on the Find icon

The window will appear                                                                                                                                                                                                                                                  

 

Modify A Life Certificate

Overview

 This screen contains information that helps users understand the requirements that are necessary to obtain a pensions

Navigation

To MODIFY a Life Certificate follow the steps below

By default, you will be in Search Mode.

  1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
    If you prefer to see the list of all Life Certificates, leave all fields blank.
  2. Click on the Find icon .  The list of Life Certificates meeting the retrieval criteria  will appear.
  3. Click on the Life Certificate you want to modify.
    You will then be in Update/Delete Mode.
  4. Make the necessary modification(s). 
  5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification. Click OK to confirm.