We often receive requests from admins to add dependants or make benefit edits on behalf of employees. To make this easier, we’ve introduced a new feature that allows admins to manage these actions directly.
Note: This feature only applies to benefits that are employer-managed.
How to Add Dependants to an Employee’s Benefit
Step 1: Add their dependant to the platform
Go to the Admin Portal.
Find the employee you’d like to update.
Open their profile and go to the Dependants tab.
Click Create New Dependant.
Enter the dependant’s information in the required fields.
Click Save.
Once the dependant is saved, you can add them to a benefit.
Step 2: Add their dependant to the benefit
Find the same employee in the Admin Portal via the People tab.
Go to their Benefits tab.
Select the benefit you’d like to update.
In the Selections section, click Edit next to “Add your dependants.”
Choose the dependant(s) you want to include, then save your changes.
6. You will then be brought to a new page, where you will select the dependants
you added via the dropdown highlighted below:
7. Make sure you save the changes.
How to Remove Dependants from an Employee’s Benefit
Find the employee in the Admin Portal via the People tab.
Go to their Benefits tab.
Select the benefit you’d like to update.
In the Selections section, click Edit next to “Add your dependants.”
Click the 'X' beside the dependants you wish to remove.
6. Make sure to save the changes.
Please note: It is important to consider the benefit windows associated with the benefits before making these changes. If you are unsure on making a change outside a window, please speak with the provider who can advise further. Our support team are also on hand to assist.