Add or modify employee relationships

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • As part of the Human Resources setup process, you define relationships to describe how contacts and beneficiaries are related to employees.

    Before you begin

    Role required: admin

    About this task

    Create relationship records for your organization.

    Procedure

    1. Navigate to All > HR Administration > Managed Lists > Relationships.
    2. Click New or edit an existing relationship.
    3. Enter the relationship identifier or name.
      For example, Spouse.
    4. Enter a value for the relationship.
      The value is used to further define the relationship.
    5. Check Dependent when the relationship is a dependent on the employee for benefits or support.
    6. Click Submit or Update.