Add Dependent

Use Add Dependent to add an employee dependent or dependents.

1. Click administration | Employee Information | Dependents.

2. Click Add Dependent. The Dependent Setup screen displays.

3. Type the dependent's first name in the First Name: field.

4. Type the dependent's last name in the Last Name: field.

5. Type the dependent's middle name, if applicable, in the Middle Name: field.

6. Select the employee's relationship to the dependent from the Relationship: radio buttons.

7. Select the dependent's sex from the Sex: drop-down menu.

8. Type the dependent's social security number in the SSN #: field (optional).

9. Type the dependent's date of birth in the Date of Birth: field.

10. If the dependent's address and phone number are the same as the employee's, check the Click here if the address and phone number is the same as the employee. checkbox; otherwise, complete the Address:, Address 2: (if applicable), City:, State:, Zip Code:, and Home Phone Number: fields.

11. Type the dependent's primary care physician's name in the Primary Care Physician (PCP): field.

12. If the dependent is a smoker, check the Smoker ? checkbox.

13. Type any notes in the Notes: field, if applicable. If you would like to time stamp the notes, click Time Stamp.

14. Click Save.