Retirement Planning tab

You can add, edit or delete retirement planning for a person.


Go to the person you'd like to view, add, edit or delete retirement planning for.

See this article for help on how to view or search for a person: View or Search for a person.  


Click the retirement planning tab as shown by clicking More and then Retirement Planning from the list displayed:



If no Retirement has been added it will be shown as below:


If Retirement has been added previously it will be shown as below:

To remove or edit retirement planning click the button next to the line you wish to edit or delete


If you wish to Add new retirement planning for a person then click the grey Add button to the top right of your screen for the person you wish to add it for.

The following screen will be displayed: Complete all required fields and click the green Save button.




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