Use this screen to link dependents and beneficiaries to a particular employee. This information is then used to assign dependents and beneficiaries to benefit plans.
You will enter dependent/beneficiary information primarily when hiring a new employee and as current employees request additions or changes. You must enter all of the dependent/beneficiary information before you can assign either to a benefit plan. However, you can add to the Employee Dependents/Beneficiaries table at any time, and enter an unlimited number of records.
Enter, or use Lookup to select, the ID number of the employee for whom you want to record dependent/beneficiary information. Your entry will be validated against the Employee table in the Basic Employee Info screen. The employee's name is displayed in the field to the right of the ID. This is a required field.
Select this checkbox if the dependent/beneficiary record is currently in active status.
Select this checkbox to indicate that the dependent/beneficiary record has the same address as the employee. Selecting this checkbox will set all fields in the Address subtask to those of the employee as entered in the Address subtask of the Basic Employee Info screen.
Use the fields in this group box to enter information about the dependent/beneficiary's name.
Enter the dependent's/beneficiary's last name. You can enter up to 25 characters in this required field.
Enter the dependent/beneficiary's first name. You can enter up to 20 characters in this required field.
Enter the dependent's/beneficiary's middle name. You can enter up to 10 characters. This is an optional field.
Enter the prefix, if one is used, associated with the dependent/beneficiary's name. You can enter up to six characters. Examples of prefixes include: Mr., Mrs., Ms., Dr., Rev., Sister, etc. This is an optional field.
Enter the suffix, if one is used, associated with the dependent's/beneficiary's name. Enter up to six alphanumeric characters. Examples of suffixes include: Jr., Sr., II, III, Ph.D., M.D., etc. This field is optional.
Upon validation, this field will display the name of the dependent/beneficiary in Last Name, First Name, Middle Initial format. This is how the name will display when it is printed on reports or displayed on screens. If you want to change the format of the name, you can enter up to 25 alphanumeric characters in any format you want. This field is required.
Use this group box to indicate that this record is for a dependent, beneficiary, or both.
Select this radio button if you are entering a record for an employee's dependent who is not a beneficiary.
Select this radio button if this record applies to an employee's beneficiary who is not a dependent.
Select this radio button if you are entering a record for a person who is both a dependent and a beneficiary of this employee.
Enter the date of this dependent's/beneficiary's birth. This field is required in MM/DD/YYYY format.
Enter the nine-digit social security number of this dependent/beneficiary. This is an optional field.
Use the drop-down box to select the dependent's/beneficiary's relationship to the employee. Selections are "Husband," "Wife," "Daughter," "Son," "Stepdaughter," "Stepson," and "Other."
Your selections in the Relationship to Employee drop-down box, the Type group box, and the Coverage Rules group box in the Benefit Plan Setup screen together determine who is covered under which health plan. For example, if you selected the Dependents Eligible checkbox in the Coverage Rules group box, any dependent set up in this screen is automatically covered in the plan. If you selected the Dependent Spouse or Child checkbox in the Coverage Rules group box, only spouses and/or children will be automatically covered.
Enter up to 30 characters of alphanumeric text in this field if you selected "Other" in the Relationship to Employee field.
Use this group box to indicate whether the dependent/beneficiary is male or female.
Select this radio button if the dependent/beneficiary is female.
Select this radio button if the dependent/beneficiary is male.
Select this radio button when the beneficiary is an institution, rather than a person.
Use this group box to enter status information about this dependent/beneficiary.
Select this checkbox if this dependent is a student. Full-time students may be eligible for coverage extension.
Select this checkbox if the dependent is handicapped. Handicapped dependents may be eligible for coverage extension.
Use the fields in this group box to enter any information you choose. These fields are user-defined and optional.
Enter up to 40 alphanumeric characters of information you want to include in this dependent's/beneficiary's record. These fields are user-defined and optional.
Select this pushbutton to go to a subtask where you can enter address information for this dependent/beneficiary.
Changes to this screen update the HB_EMPL_DEP_BNFIC table.