Many different circumstances can cause a change in an employee’s personal status, such as a marriage, a divorce, an address change, or a new dependent. These circumstances require you to change an employee’s record using the Change Personal Status task.
To Change an Employee's Personal Status
- Select Employees > Tasks > Change Personal Status.
- Select the employee whose status you are changing. The steps page opens and lists the steps for changing an employee's personal status.
- Check the steps you want to complete. Complete each step now or schedule steps for yourself or another user to do later.
- Click to start moving through the steps.
The degree of an employee’s personal status changes depends on the nature of the change. For example, if only the employee’s address changed, the only step you must complete is the Marital Status/Address Change step. However, if an employee gets married (which normally requires a benefit update), you must complete the Marital Status/Address Change and Update Benefit Selection steps.
Steps for Changing an Employee's Personal Status
Marital Status/Address Change
The information on the Marital Status/Address Change page is identical to the information on the Demographics page.
Review the employee's address and make changes as necessary. Locate the Marital Status field on the Personal tab and select Divorced, Domestic Partnership, Married, Other, Single, or Widowed. Click Continue to move to your next scheduled step.
Dependents
The Dependents and Beneficiaries page stores information about an employee's dependents and beneficiaries and their benefit information. Sage HRMS lists all of the employee’s dependents on the Dependents and Beneficiaries page.
Add, edit, or delete dependents' information as necessary. When you finish viewing the employee’s dependents, click to move to the next step.
Note: To prevent you from deleting a dependent or beneficiary when an open enrollment or life event is active in Sage Employee Self Service, an in use flag (Hrpersnl.p_awcinuse) was created in the hrpersnl database . If you try to delete a dependent or beneficiary with an open enrollment or life event an error message will appear.
Tax Withholding
The Tax Withholding page contains information about the employee's tax status, W-2 information, and tax codes. You can also indicate whether to withhold taxes in several withholding categories. To change the priority in which the employee’s taxes are withheld, click the Withholding Priorities button and change the order of the withholdings or deductions.
Add, edit, or delete information as necessary. Click to move to your next scheduled step.
Update Benefit Selection
The Update Benefit Selection step enables you update the savings plans and insurance plans in which the employee participates. The Savings Benefits page is the first page in the Update Benefit Selection step.
When you finish working with the employee's savings plans, click to access the Insurance Benefits page. This page lists all the insurance plans in which the employee participates.
When you finish reviewing and updating the employee's insurance plans, click .