Who is covered

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • You can create or modify who is covered under an employee benefit plan using the HR Health Benefits module.

    Antes de Iniciar

    Role required: sn_hr_core.manager

    Por Que e Quando Desempenhar Esta Tarefa

    Employees request to create or modify who is covered under their benefit plan by submitting a request through the HR Service Portal. Once a contact is added to the HR application, HR agents can add a contact as a beneficiary to an employee benefit record.

    Procedimento

    1. Navigate to All > HR Profile > Who is covered.
    2. Click New or an employee to open a record.
    3. Complete the form.
      (The fields you see depend on how the form is configured and what fields are selected to display.)
      Tabela 1. HR Beneficiary form
      Field Description
      Employee The user who submitted the case. Click the Lookup using list icon and select the employee.
      Contact Click the Lookup using list icon to view a list of contacts for the employee.

      Click New to enter a new contact for the employee. You can specify the relationship to the employee and emergency contact here.
      First name First name of the beneficiary. Displays from Contact information.
      Last name Last name of beneficiary. Displays from Contact information.
      Relationship Relationship to the employee.
      National tax ID Social security number of the beneficiary or tax ID number for a trust account.
      Date of birth Beneficiary birth date.
      Gender Gender of the person being covered.
    4. Click Submit.
      The person covered is listed in the Who is covered list.
    5. To modify who is covered data, use the Who is covered list.
      You can use the list search menu by typing the who is covered name and pressing Enter. You can also search on the employee name the same way.
    6. Click the who is covered name to open the form.
    7. Modify the form.
    8. Click Update.