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.

Add Beneficiary

• Use the Actions drop-down menu and click Add Beneficiary

  

• Enter beneficiary information (Required fields are marked in RED. Required fields can be set up in Required Fields Overview).
  • First Name
  • Middle Name
  • Last Name
  • Suffix
  • Address is same as Employee - If unchecked, additional fields will appear to enter the address for the dependent.
  • SSN - Social Security Number
  • Relationship - The relationship between the beneficiary and the employee. When selecting the relationship, it is suggested to specify a "Spouse" or "Child". If the relationship is not a "Spouse" or "Child", then you should select "Other". 
    
    • The relation options listed will depend on the relationship fields that have been set up as a "Beneficiary" relationship.
    • If "Spouse", "Child", and/or "Other" are not listed, they can be added through the "Field Value Setup" page. For assistance with this, you can refer to How to Setup a Spouse, Child, and Other Beneficiary
  • Sex
  • Birth Date
  • Birth Location
  • Commitment Date - Frequently used to track commencement of domestic partnership or legal marriage dates.
  • Full Time Student, Part Time Student, Student Hours - Used to determine dependent benefit eligibility within benefit settings.
  • Tobacco User - Frequently used to drive benefit eligibility through eligibility rules.
  • Disabled - If enabled, Core HR will ignore dependent age rules and allow the dependent to be eligible for plans past their age restrictions.
  • Eligible Dependent - Designates the individual as someone who may be eligible to be enrolled in benefits.
  • Eligible Beneficiary - Designates the individual to be eligible to be assigned as a beneficiary. This will be enabled by default.
  • Qualified Medical Child Support Order - Used for internal reporting/tracking only.
  • Household Member - Used for internal reporting/tracking only.

  

• Click Save when finished.