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Select “Edit Employee Dependent Enrolment” from the left pane.
The “Enroll Dependants " page appears.
The system displays the following field.
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Date Format |
The date format applicable to the login user. |
Enter the following fields
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Reimbursement Setup Unit |
Choose the organization unit for which you need to enroll dependents for an employee. |
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Reimbursement Item |
The code of the reimbursement item for which the dependents of eligible employees are to be enrolled |
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Employee Code |
The code of the employee whose family members are to be enrolled as dependents |
Select the “Get Details” pushbutton. The system displays the following details, based on the terms defined already for the reimbursement item.
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No. Of Dependents |
The total number of dependents of the employee. These will be family members of the employee, all of whom are defined already in the “Employee Personal Information” component. |
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Maximum Dependents Allowed |
The permissible number of dependents for an employee, for this reimbursement item. This is specified in the “Create Reimbursement Item”, where the reimbursement item is defined. |
Select the “Get Details“ pushbutton, to view the details of the dependents in the “Dependent Details” multiline.
The multiline displays the details of all the family members of the employee who were predefined in the “Record Information on Family Members” activity. Given below are the details displayed
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Family Member Code |
The code defined in the “Record Information on Family Members” activity, to identify each family member |
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Name |
The name of the family member |
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Relationship |
The relationship of the family member to the employee |
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Date of Birth |
The date of birth of the family member |
Enter the following in the multiline, for each family member
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Enrol (Yes/No) |
Indicate whether the family must be enrolled as a dependent, in order to avail claims for the reimbursement item. Select “Yes” t o enroll. |
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Effective From |
The date from which enrolment of the family member will be effective |
To select each family member for enrolment, check the Select box contained in the multiline record of the family member
Enter any comment pertaining to the “Edit Employee Dependent Enrolment” activity, in the Comments field.
To enter extensive comments, select the zoom icon beside the “Comments” field. A pop-up dialog box appears
Enter your remarks in this drop-up dialog box.
Select the “OK” pushbutton. The “Create Reimbursement Item” page appears.
Select the Save pushbutton, to save the reimbursement item details
Enter the “Edit Employee Dependent Enrolment” page.
Enter the code of the employee, in the “Employee Code” field.
Select the “Get Details” pushbutton. The enrolment details of the employee’s dependents are displayed in the multiline
Select the “Authorize“ pushbutton, to authorize the dependents enrolled.
Selecting the “Save“ pushbutton.
6 Hyperlinked topics below
Use this page to enroll dependents of an employee, for a specific reimbursement item.
To specify details of the dependents