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Recording a Member as ‘Deceased’


Description

Upon being informed that a member within your unit has passed away, you can update that member's record within Hermes. You will be required to include information on how you were notified as well as the date of their death. Once marked as deceased, they will be set as a Past Member and you will no longer see them within your 'Current Member' list. This will also reduce the amount of information you can see, so you will no longer have access to their Contact Details. 




Step by Step Instructions


Step 1: Open the 'Member Details' screen for the relevant member

Step 2: Click the 'Update' button within the 'Membership' region of the 'Personal Details' tab

Step 3: Change the 'Membership Status' to 'Deceased'


Step 4: Specify how you were notified using the 'Death Notified By' dropdown


Step 5: Specify the 'Date of Death'


Step 6: Provide the required 'Additional Comments'. Click the (?) to check what Additional Comments are required if you are unsure.


Step 7: If the Member is 'In Arrears', set the dropdown to 'Yes' and enter the correct 'Arrears Amount'.


Step 8: Click 'Save'


Step 8: Upon reading the confirmation message, click 'OK' to confirm the change



Additional Information

• For the 'Additional Comments' field, please read the following and enter the relevant information.

• If you are updating the membership status, on 'Save' the Member's record will appear in the list of 'Past Members', where only the 'In Arrears' status and 'Arrears Amount' can be updated. If a member is resigned, deceased or cessated in error, please contact your Metropolitan/Provincial/District Office for assistance.