About Dependents and Beneficiaries

The Dependents and Beneficiaries page shows every dependent an employee declares. If the page appears blank, the employee has no declared dependents.

Actions that open the Dependents and Beneficiaries page are the Record New Hire, Change Personal Status, and Rehire Employee.

This page stores data about an employee's dependents and certain insurance information. stores an unlimited number of dependent records per employee.

Dependents and Beneficiaries Tabs

Dependents and Beneficiaries

The following fields appear on the Dependents and Beneficiaries tab.

Field Label	Field Description
Relationship	Select the dependent's relationship to employee from the list.
Type	Indicate whether the individual is a dependent only, a beneficiary only, or both a dependent and a beneficiary. If you are using , you should never change the dependent type if dependents or beneficiaries are in use for an open enrollment or life event.
First Name	Enter the dependent’s first name.
MI	Enter the dependent’s middle initial.
Last Name	Enter the dependent’s last name. The name defaults to employee’s last name, which you can change.
Address	Enter the dependent's complete address. The address fields automatically default to the employee's home address. You can change the default address if necessary. Use the upper two address fields for the full street address, including apartment numbers. On the third line include the city, state, and ZIP code.
Birth Date	You can leave this blank, but you usually need the birth date for COBRA and insurance purposes.
Age	Age is automatically calculated and displayed after you enter the birth date.
SIN / SSN	Enter the dependent's social insurance number/social security number. If the Enterprise is set up for Canadian and U.S. employers, you can select the appropriate format (either SIN or SSN) for the dependent.
Gender	Select Male or Female.
Smoker	Select Yes or No to indicate whether the dependent smokes.
Other	You can use this field any way you want. For example, you can indicate the dependent has other insurance for the purpose of the coordination of benefits (COB).

Benefit Enrollments

The Benefit Enrollments tab shows all the insurance benefit plans in which the dependent is enrolled, including the plan name, effective and expiration dates.

To enroll the dependent in another plan or change the effective or expiration date, use the Covered Dependents tab of the Insurance Benefits page.

Beneficiary Elections

The Beneficiary Elections tab shows all insurance and savings plans for which the dependent is assigned as a beneficiary.

To assign this dependent as a beneficiary to another plan or change the primary and contingent indicator or percent distribution, use the Assign Beneficiaries tab of the Insurance Benefits or Savings Benefits page.