The Dependents module allows you to make selected HR Resource
Dependents fields in Vista available for users to view and edit in HR Management.
Before users can use the Dependents module, you
must configure module settings. You must be a System Admin to complete the following
steps.
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Select .
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Under General
Configuration, select Enable Dependent Updates in the Portal.
This enables the Dependents feature for all HR Management users.
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Select .
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In the Module dropdown, select
HR
Dependents.
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In the Available Fields dropdown,
select the HR Resource Dependent field you would like to make available for your
users, and then select Add To
Portal.
Repeat this step for each field that you
want to make available.
-
To remove a field, select the red x in the same line as that field.
These fields are pulled from HR Resource Dependents
in Vista.
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If you just added a new user-defined field, you
will need to select Refresh
Synonyms available under .
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As needed, re-order the newly-added fields using
the up and down arrows, or rename the fields.
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To require a field as part of the Benefits process
(when users update dependents), select the Req. for Benefits checkbox
for each of those fields.
Note: If you require the SSN (social security number), you
can enable portal setting Ignore SSN Requirement if dependent is less than 30 days
old for infants added to benefits who do not yet have a
social security number ().
Note: To require attachments for new dependents, enable
the portal setting New
dependents require attachment documentation available under
. When this setting is enabled, users cannot save information
for a new dependent until they add an attachment in the Add New Dependent
window.
-
Select , and assign the Benefits Admin.
This user has permission to approve dependent change
requests, and add or update dependents for an employee. See
Admin Role Descriptions for more details. Dependent changes will not update
in Vista until they are approved in HR Management.
Note: If you have also enabled Benefits, this user will
have permissions to the Benefit Assignments, Benefits Dashboard, and Benefit
Requests pages.
Note: Deleted dependents are removed from Vista after the
Benefits Admin has approved the change. If you would like to keep deleted
dependents in Vista but have them marked as Inactive, see
Deactivate Dependents instead of Deleting Them.
After you have configured the Dependents module, test
the request process to confirm that it is working as expected. Also, review other
settings available under to determine if you want to use any of them.
