All Collections
Human Resources (HR)
HR Setup
How to Add a Beneficiary for Your Employee
How to Add a Beneficiary for Your Employee

Adding beneficiaries for your employees and creating a custom report.

Jeffrey Mo avatar
Written by Jeffrey Mo
Updated over a week ago

One crucial aspect of managing your employees' benefits is adding beneficiaries. Whether it's insurance, retirement plans, or other benefits, ensuring that your employees' beneficiaries are accurately recorded is essential for providing them with peace of mind and security.

In this article, we'll walk you through the steps to efficiently add beneficiaries for your employees using Fingercheck.


Add Beneficiaries

  1. Log in to your Fingercheck account as an Administrator or Supervisor.

  2. In the left hand menu, select the EMPLOYEES tab.

  3. Click an employee's name or number to open their profile.

  4. Click HR > Beneficiaries.

  5. Click Add to add a new beneficiary, or edit an existing beneficiary by clicking the pencil icon. Click the trashcan icon to delete the emergency contact.

  6. Edit the desired field:

    1. Name (required)

    2. SSN

    3. Gender

    4. DOB

    5. Relationship

    6. Address

    7. Phone

    8. Email

  7. Click Save.


Attach a picture or document to a beneficiary

You can add a picture of the employee’s beneficiary. This is a great way to make sure the information you share is with the individual that the employee has selected as their beneficiary. Once you have a picture or a document to attach you can do the following:

  1. Log in to Fingercheck.

  2. In the left hand menu, select the EMPLOYEES tab.

  3. Select HR > Beneficiaries.

  4. Click the paperclip icon to attach a document.

  5. Click Attach to locate the picture or document saved on your computer.

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


Remove a beneficiary

You can remove a beneficiary by deleting them in Fingercheck.

  1. Log in to Fingercheck.

  2. In the left hand menu, select the EMPLOYEES tab.

  3. Click the trashcan icon to permanently delete the beneficiary.


Create a beneficiary custom report

  1. Log in to your Fingercheck account as an Administrator.

  2. Hover over the REPORTS tab.

  3. Select Company.

  4. Click +Custom Report.

  5. Scroll through the reports or enter Beneficiaries in the search field.

  6. Click Select to select the EmpBenfic report.

  7. Enter a Code.

  8. Click Start.

  9. Drag and drop employee contact details that should be included in the report.

  10. Click Save Report.

For more details on creating custom reports with Fingercheck, check out How to Create a Custom Report


View the beneficiary report

  1. Log in to your Fingercheck account as an Administrator.

  2. Hover over the REPORTS tab.

  3. Select Company.

  4. Click the Custom tab.

  5. Click Run Report for the Employee Contacts report.

  6. Select employees.

  7. Click Preview or Download to view details of the Employee Beneficiaries report.


Here is a short video guide to help:

Did this answer your question?