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Adding payees to plan document

In Incentives, add payees to your plan document as follows:

  1. Click moreoptions from the plan document tile that you want to add payees to, and select Manage payees.

    Or

    On the plan document tile, click Add payee.

  2. Select one or more payees from the payee list that you would like to send your plan document to.

    Note

    You can search for payees of different Title and Portal access groups by applying Filters to the list.

    To know more about creating Portal access groups, read Portal Access groups.

  3. Click + Add to recipient list.

    All selected payees will appear in the Recipients panel.

All added recipients are automatically saved in the plan document. Click Back arrow to view all added recipients.