Changing Dependent Benefits

This procedure outlines those tasks to change an employee's dependent benefits.

To change dependent benefits

  1. Access Employee Benefit Changes (BN32.1).
  2. Select the Company.
  3. Select the Employee.
  4. Type the date you want to use to determine which benefits you want to display in the As of date field. Plans do not appear that have a stop date before this date.
  5. If you want to limit which plans appear on the form, select the plans in the Benefit Type field.
  6. Select the Inquire function.
  7. Click the Dep button on the line for the benefit plan for which you want to make the change.
  8. For plans in which a dependent is already enrolled, two detail lines will display. If you are stopping the benefit, type the stop date on the line for the current enrollment. If you need to re-add the benefit at a later date, use the second detail line for the plan to maintain historical data.
  9. Select Change function.

Related Reports and Inquiries

To Use
Display plans an employee is enrolled Employee Benefit Summary (BN51.1)
Display an employee's annual contributions and deductions in a benefit plan Employee Benefit Detail (BN51.2)
Display participants of a plan as of a specific date. Current Plan Participants (BN50.1)
Display an employee's flex periods Flex Benefit Periods (BN46.1)
Display an employee's use of flex and pretax dollars for a flex benefit period Flex Benefits Inquiry (BN46.2)
List employees current benefits Employee Benefit Report (BN231)
Run a statement of an employee's current benefits Benefits Statement (BN232)