Dependents are people who can be covered by a plan, such as a spouse or a child. If pet coverage is offered, then pets can also be added. Beneficiaries are people or entities that can receive a benefit such as life insurance.
Dependents entered on the "Dependents and Beneficiaries" page will also appear in the "Emergency Contacts" page. While they will appear in the "Emergency Contacts" page as well, they can only be deleted from the "Dependents and Beneficiaries" page.
From the menu, expand Employee, expand Benefits, then click Dependents & Beneficiaries.
If you are already viewing an employee's profile, it can be found by hovering over Benefits and clicking Dependents & Beneficiaries.
The "Dependents and Beneficiaries" will list any previously added dependents and/or beneficiaries.
From this page, you will see columns displaying:
- Dependent/Beneficiary/Trust/Pet Name
- SSN
- Birth Date
- Relationship
- Eligible for Dependent and/or Beneficiary
- Columns for selecting an entry/record.
Actions
From the "Dependents and Beneficiaries" screen, you can add any of the following from the Actions drop-down menu:
Add Dependent
Learn how to add a dependent to an employee profile with the following article.
Add Beneficiary
Learn how to add a beneficiary to an employee profile with the following article.
Add Trust
Learn how to add trust to an employee profile with the following article.
Add Pet
Learn how to add a pet to an employee profile with the following article.
Deleting Selected Records
- To delete a record, select the existing record with the checkbox(es) to the far right of the record.
- Use the Actions drop-down menu and click Delete Selected Records.
- You will see a modal like below to confirm the deletion of the selected records. Click Yes to confirm.