Employee's Dependents and Beneficiaries page

To open this pageClosed Select Employees > View/Edit Employee, find the employee, select Benefits, and then click Dependents and Beneficiaries.

Use this page to see a table of dependents and beneficiaries for this employee. If the table is blank, no dependents or beneficiaries were set up for this employee.

Tasks that open this page include the Add New Hire, Change Personal Status, and Rehire Employee tasks.

  1. On the Dependents and Beneficiaries page, click Add.
  2. On the Dependents and Beneficiaries tab, enter information about the person who is this employee's dependent and/or beneficiary.
  3. Click OK.
  1. In the table on the Dependents and Beneficiaries page, highlight the person whose information you want to view.
  2. Either click More or click + at the beginning of the row.
  3. On the Dependents and Beneficiaries tab, make any needed changes.
  4. If applicable, click the Benefit Enrollments tab to see information about the insurance benefit plans in which the dependent is enrolled.
  5. If applicable, click the Beneficiary Elections tab to see information about the insurance and savings plans for which the person is assigned as a beneficiary.
  6. Click OK.
  1. In the table on the Dependents and Beneficiaries page, highlight the person you want to delete.
  2. Click Delete.
  3. When asked if you want to delete the person, click Yes.

Tabs on the employee's Dependents and Beneficiaries details page

Items on the tab 

 

Item

Description

Relationship

Select this person's relationship to the employee.

Type

Select if this person is:

  • A dependent only
  • A beneficiary only
  • Both a dependent and a beneficiary

Note: If you are using Sage Employee Self Service, you should never change the Type if dependents or beneficiaries are in use for an open enrollment or life event.

First Name

Enter the person’s first name.

MI

Enter the person’s middle initial.

Last Name

Enter the person’s last name.

Initially this is the same as the employee’s last name, but you can change it.

Address

Enter the person's complete address:

  • Use Address 1 and Address 2 for the full street address, including an apartment number.
  • Use Address 3 for the city, state, and ZIP code.

Initially this address is the same as the employee’s address, but you can change it.

Birth Date

Enter the person's birth date. Although you can leave this date blank, the birth date is needed for COBRA and insurance purposes.

Age

Displays the person's age based on the birth date.
SIN / SSN

(Required) Select SSN or SIN, and then enter the person's Social Security Number (SSN) or Social Insurance Number (SIN) number.

Gender

Select either Male or Female.

Smoker

Select Yes or No to indicate whether the person smokes.

Other

Use this item any way you want. For example, you can indicate the person has other insurance for the purpose of the coordination of benefits.

This tab has a table showing all the insurance benefit plans in which the person is enrolled, including the plan code and description, effective date, and expiration date.

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

This tab has a table showing all insurance and savings plans for which this person is designated as a beneficiary.

Tip: To make changes to one of these plans or designate this person as a beneficiary in another plan, use the Assign Beneficiaries tab of the Insurance Benefits or Savings Benefits page.