All Collections
Help for Employees
Account and Settings
Employees: How to Add Your Beneficiaries
Employees: How to Add Your Beneficiaries

Steps to add your beneficiaries.

M
Written by Melissa Compagnon
Updated this week

There are times when you need to add your beneficiaries to payroll. This article will guide you through adding your beneficiaries to Fingercheck.


Add a beneficiary

You have the ability to add your beneficiaries to Fingercheck.

  1. Log in to your Employee Portal on app.fingercheck.com.

  2. Select My Account > Beneficiaries.

  3. Click Add+ to add a new beneficiary, or to edit an existing beneficiary by clicking the pencil icon to edit.

  4. Edit desired fields:

    1. Required fields are First and Last Name.

    2. Optional fields to complete:

      • Gender

      • DOB

      • Relationship

      • Address

      • Phone

      • Email

  5. Click Save.


Add a document to your beneficiary

You may find it useful to save a picture or other documents under the beneficiary you added to Fingercheck. Please note that any documents you save will also be viewable by your admin.

  1. Log in to your Employee Portal on app.fingercheck.com.

  2. Select My Account > Beneficiaries.

  3. Click the paperclip icon to add a document.

  4. Click Attach to locate the document saved on your computer.

You can also view and delete attachments from this same area at a later time.


Edit a beneficiary

You can edit or remove a beneficiary from Fingercheck.

  1. Log in to your Employee Portal on app.fingercheck.com.

  2. In the left-hand menu, select My Account > Beneficiaries.

  3. Click the pencil icon to edit the beneficiary or the trashcan icon to permanently delete the beneficiary.

  4. Edit the necessary information.

  5. Click Save.


Watch a video about adding a beneficiary, attaching a picture or document, and maintaining your beneficiaries in Fingercheck

.

Did this answer your question?