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Adding a Beneficiary for an Employee in Core HR

Navigating to Dependents & Beneficiaries

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.


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". 
    • Gender
    • 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.
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