The Relationship values defined within this section will determine the values available in the "Relationship" field of the Dependent and/or Beneficiary forms within the system.
Relationships can be defined as "Dependent Relationships" and/or "Beneficiary Relationships". A "Dependent Relationship" will appear in the Relationship dropdown field when an employee adds or updates a Dependent within the system. A "Beneficiary Relationship" will appear in the Relationship dropdown field when an employee adds or updates a Beneficiary within the system.
In general, "Dependent Relationships" are also valid "Beneficiary Relationships". For example, the Relationship "Spouse" is generally a "Dependent Relationship" and a "Beneficiary Relationship" since employees can have a Spouse as a Dependent and a Beneficiary. However, the converse is not always true. For example, the Relationship "Father" may be a valid "Beneficiary Relationship" but is generally not a valid "Dependent Relationship".
If you are going to upload Dependents with Data Imports, then you must define the Relationships for those dependents in this section.
- Expand Setup and click Setup Properties from the menu.
- Hover over Field Value Setup from the top menu bar to show the available options.
- Click Relationships from the list.
Understanding the Page
Setup Options
- Relationship - The name of the relationship.
- Category - The category of the relationship.
- Dependent - An individual who can receive benefits from the employee's medical insurance.
- Beneficiary - An individual who can receive benefits upon the employee's passing.
Relationships List
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- Click this icon to edit the information for a relationship.
- Relationship - The name of the relationship.
- Dependent Relationship - If the relationship with the employee is dependent.
- Beneficiary Relationship - If the relationship with the employee is beneficiary.
- Category - The category of the relationship.
- # Assigned - The number of dependents with the relationship value.
The Actions drop-down menu allows you to:
Adding a Relationship
- Enter a name for the relationship and select the most appropriate category for the relationship. Use the checkboxes to indicate if the relationship is also a dependent and/or beneficiary relationship.
- Click Save when finished.
Editing a Relationship
- Click the
- Update the information for the relationship.
- Click Save when finished.
Deleting a Relationship
If a relationship value needs to be deleted, the # Assigned column must be '0', meaning there can be no dependents with that relationship value in your system.
- Select the relationship(s) with the checkboxes on the right-hand side.
- Click Delete Selected Records from the Actions drop-down menu.
- Confirm the deletion of the relationship(s).