Contacts define who is an eligible benefit recipient and who is an emergency contact.
Who needs an Employee Contacts Detail? Each employee's emergency contact, beneficiary, spouse/domestic partner, and child dependents are defined with Employee Contacts Detail record.
Contacts
Contacts, including emergency contacts, dependents, and beneficiaries, are listed on the Employee Information profile.
Summary of Contacts
- Name. The legal name of the contact person including first name (given name) and last name (surname).
- Relation. The description of the relation code that best represents your relationship of this contact.
- Emergency Contact? Yes if this person is to be contacted in case of an emergency.
- Dependent? Yes if this person is your legal dependent.
- Benefit Elig? Yes if this person is eligible for coverage under your benefit plans, as defined by the plan guidelines. For clarification, see your Plan Administrator.
Fields on the Employee Contacts Detail
Contact Name and Address
- Last Name. The legal last name of the contact (surname).
- First Name. The legal first name of the contact.
- Middle Name. The legal middle name of the contact (if any).
- Use Employee Address? If the contact has the same mailing address, select Use Employee Address and leave the other address information blank.
- Address 1, Address 2, City, State, and Zip Code. If you leave Use Employee Address clear, enter the address information: Address 1, Address 2, City, State, and Zip Code.
- Work Phone. Enter the contact's work phone number.
- Home Phone. Enter the contact's home phone number.
- Cell Phone. Enter the contact's cell phone number.
- Relationship Code(required). The selection that best represents the relationship of this contact to you.
- Gender.Select the gender of the contact.
- Email. Enter the contact's email address.
Dependent/Beneficiary Info
- Social Security No. For a dependent or beneficiary, the Social Security number is needed for identification.
- Birth Date. Record the dependent/beneficiary's birth date in MM/dd/YYYY format.
Select the checkboxes as appropriate for this contact.
- Benefit Eligible? If this person is eligible for coverage under your benefit plans, as defined by the plan guidelines, select this checkbox. For enrollment, a contact record needs "Benefit Eligible" to be selected for the contact to display as a potential beneficiary or dependent.
- Beneficiary? If this person is eligible for coverage under your benefit plans, as defined by the plan guidelines, select this checkbox.
- Spouse/Domestic Partner? If this person is your spouse or domestic partner, select this checkbox.
- Child Dependent? If this person is your child dependent for benefit enrollment purposes, select this checkbox.
For self-service online benefit enrollment, a contact record needs to be marked "Child Dependent" for the contact to display as a dependent for benefit purposes. An employee may also add dependents through the online benefit enrollment.
- Emergency Contact? If this person is to be contacted in case of an emergency, select the Emergency Contact checkbox.
- Student? Select the Student checkbox if this dependent is a qualified student for benefit plan purposes.
- Smoker? If this dependent smokes or uses tobacco, select the Smoker checkbox to fulfill the requirement by some insurance plans to report this disclosure for all covered individuals.
- Disabled? If the dependent is disabled according to benefit plan definitions, select the Disabled checkbox. To find out if your benefit plan guidelines require this disclosure, consult your Benefit Plan Administrator.