Archive beneficiary

You can remove a beneficiary from the HSL Business Portal, for example, when their employment relationship has ended.

To remove a beneficiary, go to the beneficiary’s details.

Find the beneficiary on the Beneficiaries tab.
Click on the beneficiary’s name on the list.
In the information view, click Edit and then Remove beneficiary.

When you remove a beneficiary from the HSL Business Portal, you also end their benefit, unless you have already done that. Tickets purchased by the beneficiary will still appear in reports without the beneficiary's name, even after you have removed the beneficiary from the service.

If you need the beneficiary’s purchase history later, print the most recent purchase report before removing the beneficiary.

If you later want to restore a beneficiary in the Business Portal, you can do that in the Add beneficiaries view in the usual way.

If you have fixed-term employees for whom the benefit must be activated and deactivated at regular intervals:

Do not archive the beneficiary. Instead, use the Edit benefit or End benefit functions. In this way, you can easily edit a beneficiary’s benefit and activate it in the Beneficiaries view without needing to add the same beneficiary in the portal time and again.