Add and Delete Dependents or Beneficiaries

To add a dependent or beneficiary record:

1. Go to People, open the employee profile, and click Benefits > Dependents and Beneficiaries.
2. Click Add.
3. Enter any required information in the General Information and Confidential Information tabs.
4. (Optional) Add entries in the Phone Number and Address tabs.
5. Click Save.

When you add a dependent record, the following fields are required:

• First Name
• Last Name
• Relationship Type
• Dependent (checkbox)
• Birth Date
• Gender
• Tobacco/Smoker Status

To add a beneficiary record, the following fields are required:

• First Name
• Last Name
• Relationship Type
• Beneficiary (checkbox)

To delete a dependent or beneficiary, select the record and click Delete.

You cannot delete the records of active dependents or dependents who have been associated with an election or who have been included in a year end filing in PPACA > Year End Process. However, you can clear the Active Dependent or Active Beneficiary checkboxes if you want to keep them from being displayed in forms and enrollments.

If a dependent has an active spouse coverage verification record (that is, one with the value "yes") in Dayforce, you must end that coverage record first in the Benefits > Spouse Coverage Verification screen of the employee's profile before you can clear the Active Dependent checkbox.