Employee Maintenance: Dependents

The Dependents Tab is used to record information about an employee's dependents and/or Beneficiaries.

Use of this tab is optional. There are, however, certain features of the system that require Dependent information.

Company Insurance Plans and the ACA functions require that Dependents be in place to properly do their calculations.

Adding a new Dependent

Click the New (*) Button.

The Cursor automatically moves to Last Name field the Dependents Sub Tab.

Last Name : Last Name of dependent/beneficiary.

First : First Name of dependent/beneficiary.

Middle : Middle Name of dependent/beneficiary.

Social Security # : Social Security Number of dependent/beneficiary.

Field Name	Information
Birth Date	Birth Date of dependent/beneficiary.
Gender	Use the Drop List to select the gender of dependent/beneficiary.
Relationship	Use the Drop List to assign the relation of dependent/beneficiary to the employee.
Address	Address of dependent/beneficiary.

Add'l Address ; Untitled field for additional address information of dependent/beneficiary.

Field Name	Information
City	City of dependent/beneficiary.
State	Use the Drop List to assign the state of dependent/beneficiary.
Zip	Zip of dependent/beneficiary.
Country	Country of dependent/beneficiary.
Telephone	Telephone number of dependent/beneficiary.

The Other Info Sub Tab is used to record additional information regarding the dependent.

Dependent: Check this box to indicate the individual is classified as a Dependent

Beneficiary: Check this box to indicate the individual is a Beneficiary.

You must identify the individual as a Dependent or a Beneficiary . Otherwise, the following error is reported.

You can identify the individual as BOTH Dependent AND Beneficiary.

Field Name	Information
Handicapped	Check this box to indicate the individual is handicapped.
Smoker	Check this bot to indicate the individual is a smoker.
Student	Use the Drop List to indicate the individual is either a Full Time or Part Time student.
Start Date	The system enters a default date of 01/01/1900 when the record is saved. Update as appropriate.
End Date	The system enters a default date of 12/31/2100 when the record is saved. Update as appropriate.

Deleting a Dependent

Use the Delete (X) button to delete an existing dependent.

You cannot delete a dependent if they are in use elsewhere in the system.

You must remove the dependent from the indicated tab in order to be able to delete them.