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Session Id :
Finance | Project Operations, Human Resources, ...
Unanswered

Benefits/Dependents

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Posted on by 5

We are having a hard time trying to figure out how to get dependents on a medical plan. 

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    306,640 Super User 2026 Season 2 on at

    Hi Simon,

    Can you explain your post? If you have a question, please elaborate as I don't understand your struggles.

  • qianwang Profile Picture
    7,168 on at

    Hi Simon,

    Which step are you stuck on? Could you elaborate more about this?

    You can select 'Dependent' for contact type in related plan type. And choose the coverage options which are used to define the relationship between the dependent and employee.

    regards,

    QianQW

  • Simon Roofing and Sheet Metal Corp Profile Picture
    5 on at

    When we go into Benefits Management and apply the benefit to the worker it wont let us apply any of our plans that have dependents. It says that we don't have a personal contact selected as a dependent. When we go into the personal contacts of that employee and select enrolled plan  it is blank and the new button wont let you click it.

  • qianwang Profile Picture
    7,168 on at

    Hi Simon Roofing and Sheet Metal Corp,

    Firstly, you need to add the dependents for this emloyee in Personal contacts. Attention: the valid date for this dependent must be before the valid date of benefit plans. Then the dependents will appear in the list.

    70.png 

     71.png

    Secondly, go to this employee form --> Personal information tab --> Worker benefit plans. Follow the marked steps.

    72.png

    Finanlly, you will find them in the Enrolled plans in Peronal Contacts form.

    Regards,

    QianQW

  • qianwang Profile Picture
    7,168 on at

    Hi Simon,

    Did you try the steps above?  Do you need other help on this issue? Please let us know and update it.

    Regards,

    QianQW

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