Add Estate Details (US)

HR Administration Guide
Version
R2025.2.1
ft:lastEdition
2025-12-09
Add Estate Details (US)

To add estate details:

  1. Go to People, open the employee profile, and click Personal > Confidential Information.
  2. In the Estate section, complete the following fields:
    • Estate Name: Enter the name of the employee's estate.
    • Estate TIN: Enter the tax ID number of the estate.
    • All Addresses: Select the address that is associated with the estate. This drop-down list includes any address that the deceased employee has on file, regardless of address type.
  3. Click Save.