Duration: 10 Min.
Description
When changes are made to a plan’s specifications or to a participant’s record, it might be necessary to remember what the prior record was. Maybe a contribution formula needed modification or a participant’s status updated—but later, we might have to return to the original formula or record. Relius Administration has two functions—Plan Audit and Census Audit—that will track and record these changes as they occur.
In this session, we will discuss the audit functions in Relius Administration.
Who should attend: Mangers
Learning Objectives:
- Using Plan Audit
- Using Census Audit
- Generating Audit Reports