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How to Manage Dependent Persons

1 min read 85 words

Overview

Dependent Persons

Dependents are the family members linked to an employee for insurance, tax or benefit purposes. Recording them (with an approval step) keeps benefit administration accurate.

Steps

  1. Go to HR > Dependent Persons (/admin/hr_profile/dependent_persons).
  2. Add a dependent to an employee with the relationship and document details.
  3. Set the approval status so only verified dependents are counted.
  4. Import dependents in bulk from Excel if you have many to add.

Tips

  • Ask for supporting documents (e.g. birth certificate) before approving a dependent.

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