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The first step in benefits activities is adding the dependent/beneficiary information.  The Depending on the system configuration, the "Define Dependents & Beneficiaries" page may or may not display the self row, depending on the system configuration.

If it is configured not to display the self/candidate row is configured to be hidden, the page will appear as shown below. 




If it is configured to display the self row, the page will automatically populate your details as the initial row.

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FieldDescription
Person ID
  • The field id auto populated
  • Increases in sequential order starting from "01"
Relationship to Employee
  • Required field
  • Select an option indicating the relationship to the dependent/beneficiary

  • When this value is selected, the default dependent/beneficiary "Type" is auto populated.

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Type
  • Required field

  • The default dependent/beneficiary "Type" is auto populated when the relationship is selected in the previous field
  • This value can be modified to another option that is appropriate to the relationship
Name Prefix
  • Select prefix of the dependent/beneficiary name

First Name
  • Required field
  • Enter first name of the dependent/beneficiary.
  • Will be automatically formatted (capitalizes the first letter and removes special characters like @, #, -, !, $, %, apostrophe, hyphen, space etc.,)
Middle Name
  • Enter middle name of the dependent/beneficiary
  • Will be automatically formatted (capitalizes the first letter and removes special characters like @, #, -, !, $, %, apostrophe, hyphen, space etc.,)
Last Name
  • Required field
  • Enter last name of the dependent/beneficiary
  • Will be automatically formatted (capitalizes the first letter and removes special characters like @, #, -, !, $, %, apostrophe, hyphen, space etc.,)
Name Suffix
  • Select suffix of the dependent/beneficiary name


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