Record an employee's dependents and beneficiaries
The Dependents tab on an employee record lists the employee's dependents and beneficiaries with their relationship and date of birth. Add one with Add Dependent and mark who is a beneficiary.
Open the Dependents tab
Go to People, then Employees, and open the employee. Select the Dependents tab. The tab shows how many dependents are on record. The list has Name, Relationship, Date of Birth and Beneficiary.
Add a dependent
- Select Add Dependent.
- Enter the Full Name.
- Choose the Relationship.
- Enter the Date of Birth if you have it.
- Tick Beneficiary if the person is a beneficiary.
- Select Add Dependent.
Remove a dependent
Select the trash icon on the dependent's row and confirm.
Related
Questions people ask
Which relationships can I choose?
Spouse, Child, Parent, Sibling or Other.
Is the date of birth required?
No. Only the full name and the relationship are required. When a date of birth is entered, the list also shows the person's age.
How do I remove a dependent?
Select the trash icon on the row and confirm. Only users who can manage employee files see the Add Dependent button and the trash icon.
What does the Beneficiary tick mean?
It marks the person as one of the employee's beneficiaries. A check mark appears in the Beneficiary column.