Manage Payees (Online)

The Manage Payees process provides access to the selected payee's lumpsum and/or monthly pension amounts, and other pension-related data in the disbursements folder. From this process you may modify pension, tax and/or payment instructions and view the payee's cheques and tax slips history.

The individual process events in the Manage Payees process are not meant to be run in sequence.

 

Host Events

Description

Supporting Views

Review Pension Amount

Displays the Pensioner Account browser. This browser is automatically populated when the member retires and a pension is set up.

  • Pension Status, Pension Payments, Pension Form, Tax Instructions, Payment Instructions, Deduction Instructions

Tax Instruction Update

Displays the tax instructions set up in the Benefit Disbursement Wizard (often called Final Processing) when a member's retirement is being processed.

  • Calculation History, Pension Status, Pension Payments, Pension Form, Payment Instructions, Deduction Instructions

Payment Instructions Update

Displays the payment instructions set up during Final Processing when a member's retirement is being processed. Data include instructions for payment type,and payment method.

  • Pension Status, Pension Payments, Pension Form, Tax Instructions, Deduction Instructions

Deductions Update

Displays the deduction instructions including the deduction amount and from which account it would be paid.

  • Pension Status, Pension Payments, Pension Form, Payment Instructions, Tax Instructions,

Pension Form/Monthly NT

This browser displays information about the optional form chosen by the member and includes the pension start date, the J and S percentage and the total number of payments received.

  • Pension Status, Pension Payments, Payment Instructions, Deduction Instructions, Tax Instructions,

Cheque History

Displays a record for each cheque showing the Cheque ID, Payee, Payment Date, etc.

  • Pension Status, Pension Payments, Pension Form, Payment Instructions, Deduction Instructions, Tax Instructions,

Tax Slips History

Displays a history of all tax slips that have been 'Saved as final' in the Tax Slips batch.

  • Pension Status, Pension Payments, Pension Form, Payment Instructions, Deduction Instructions, Tax Instructions,

Review Lumpsum Amount

Displays records of lump sum payment records, such as contribution refunds or small pension 'force cash out' payments.

  • Pension Status, Pension Payments, Pension Form, Payment Instructions, Deduction Instructions, Tax Instructions,

 

For more information, see About Web Administrator Processes.

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