Create Relationship Types

To add a relationship type:

1. Go to HR Admin > Relationship Types Admin.
2. Click Add and enter a name and, optionally, a description.
3. Enter a value in the Reference Code field. Reference codes are used to export data to other applications. These codes must be unique and must not contain special characters.
4. Select the Is Child, Is Spouse, or Is Legal Partnership checkbox to configure the relationship type as a specific plan participant type. Participant types are used to define participant eligibility in the Benefits module. See Participant Definitions in the Benefits Administration Guide.
5. Select the Needs Verification checkbox to indicate that the selected relationship type requires verification. Employees must upload supporting documents for relationship types that need verification if covered in a benefits plan that’s subject to dependent verification. This checkbox is enabled only if you selected the Is Child, Is Spouse, or Is Legal Partnership checkbox.
6. In the Benefits Group drop-down list, select an option that corresponds to the relationship type. The list of options is predefined. This value is used for reporting across other modules like Benefits.
7. Click Save.