v7 FreeBalance Help

The Employee Retirement Benefit Plan screen is used to record the information on the particulars for the Retirement Benefits for a particular employee and the information related to the employee's beneficiaries.

To DELETE an Employee Retirement Benefit Plan, follow the steps below:

Note: the status must be Created in order to delete.

Navigation

By default, you will be in Search Mode.

1. Find the Employee Retirement Benefit Plan you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Employee Retirement Benefit Plans, leave all fields blank.
• Click Find
• Select the Employee Retirement Benefit Plan you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
4. Click OK to confirm and delete the Employee Retirement Benefit Plan.
5. A window will be displayed confirming the Employee Retirement Benefit Plan has been deleted                                                                                                                                                                            
    

To Verify that the Employee Retirement Benefit Plan has been Deleted:

1. Click on the Search icon
2. Enter the Employee Retirement Benefit Plan information
3. Click on the Find icon
4. The window will appear