Use the Change Personal Status task to change an employee’s personal status, such as a marriage, a divorce, an address change, or a new dependent.
To change an employee's personal status:
- Select Employees > Tasks > Change Personal Status.
- From the table of employees, select the employee whose status you want to change, and then click .
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On the Steps for Change Personal Status Task page, select the Complete check boxes for the steps you want to complete now. Select the Schedule check boxes for the steps to schedule for yourself or another user to do later.
The steps you choose depend 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 the employee gets married and wants to enroll the spouse in insurance benefits, you must complete the Marital Status/Address Change, Dependents and Beneficiaries, and Update Benefit Selection steps.
- Click to start moving through the steps you selected to complete now.
Steps in the Change Personal Status task
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Use the Marital Status/Address Change page (which is identical to the Demographics page) to enter changes:
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On the Address and Phone tab, make any changes to the employee's address, phone, or email address.
Note: If the reason code is not in the list, it may be that the code was set to inactive and the Show Inactive Codes indicator (on the Enterprise Setup page) is set to .
You can also add a new code by selecting Add New Code from the list, entering a code and description, and clicking OK. - On the Personal tab, make any changes to the employee's name or marital status.
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- Click to save your changes and move to the next step.
The Dependents and Beneficiaries page contains a table of dependents and beneficiaries for this employee. Add, edit, or delete the information about the dependents information and beneficiaries as necessary.
Note: If you try to delete a dependent or beneficiary when an open enrollment or life event is active in Sage Employee Self Service, you will see an error message and cannot make that change.
When you finish, click Continue to move to the next step.
The Savings Benefits page contains a table of savings benefit plans in which the employee enrolled. Add, edit, or delete the savings plans as necessary.
Click to access the Insurance Benefits page, which contains a table of insurance benefit plans in which the employee enrolled. Add, edit, or delete the insurance plans as necessary.
Click to finish.