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Add dependants to a benefit on behalf of an employee

Admins can now add dependants to benefits on behalf of an employee via the Ben platform

Lydia avatar
Written by Lydia
Updated over a month ago

We often get requests of admins wanting us to add dependants to benefits on behalf of employees so we have now created a way for admins to action this themselves!

To action this, follow the steps below:

  • Login to Ben.

  • Navigate to the admin portal.

  • Locate the employee you wish to action this for.

  • Select their profile and navigate to the 'Dependants' tab.

  • Select 'Create new dependant'.

  • Fill out each field with their dependants information.

  • Hit 'Save.'

Once the dependant is saved, we now can add them to a benefit! πŸ™‚

To action this, follow the steps below:

  • Locate the employee again you wish to action this for.

  • Select the 'Benefits' tab.

  • Locate the benefit you wish to add the dependant to and select it.

  • Select the 'Selections' section and select 'Edit' beside add your dependants (As per below)

  • You will then be brought to a new page, where you will select the dependants you added via the dropdown highlighted below:

  • Be sure to save changes!

And that is it, the dependant is added to the benefit on behalf of the employee πŸ™‚

If you face any issues or have any questions, please reach out to our support team. We'd be happy to help!

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