Full Benefit Administration | Adding covered dependents

You can add a covered dependent prior to, or at the same time as enrolling the employee in benefits.

If the Dependent is already entered in the dependents related list on the Team Member record:

Screenshot: Dependants releated list for a team member

  • You will be able to include the dependent by checking Include in Coverage when enrolling the employee in benefits.
    Screenshot: Option to include dependants in a benefit plan

  • You can also create a new dependent record when selecting the benefit.

To add a covered dependent:

  1. Select New Dependent
    Screenshot: Selecting New Dependant for a benefit

  2. Enter the dependent details:
    Screenshot: Dependant details

  3. Select Save.

  4. Check Include in Coverage.
    Screenshot: Include in Coverage checkbox in the dependant listing