Adding / Removing Dependents

Adding

There are two conditions under which you may need to add a dependent to an employee’s Benefits: 

  • The new dependent is added to an already enrolled level of coverage (i.e. adding an additional child to existing Family coverage)
  • The new dependent results in a coverage level change (i.e. Employee only to Plus One, or Plus One to Family)

Each of the example below assumes the dependent has already been added by the employee in WX or by HR in the HR Portal.

 

 


Adding Dependent to existing coverage level

To add a Dependent to an existing coverage level you simply need to use the Benefit Administration feature to select the dependent to add.

Select the existing Benefit Plan

 

Check the dependent to include in coverage

 

Click Save

 

Click Save or Cancel to return to the Employment record

 

NOTE: Because this method uses the last enrollment (usually New Hire or Open Enrollment) of the employee the start date assigned to the beneficiary will be the Benefit Start Date for the employee.


If the plan you are adding the dependent to requires enrollment dates for each dependent you may need to change the Start Date for the dependent.

Select the Benefit record in the related list on the Employment Page

 

Select the Dependent

 

Double Click the Beneficiary Start Date field to edit and enter the start date for this Dependent.

 


Adding Dependent with Change in Coverage Level


If adding the dependent requires a change in coverage levels:

 


The process for adding a dependent when there is the same as any other Life Event. The employee will need a new Plan Effective and Start Date on the Benefit record along with the dependents.

On the Employment record change the Benefit Enrollment Effective Date to the date the change is effective.

 

If the employee is making the changes in WX update the Close and clear the Signed dates

 

Click Save

 

Make all the changes in Benefits Admin

 

By changing the Benefit Enrollment Effective date you are initiating a full Life Event so All benefits are eligible to change. In the Benefits Admin page the top part of the selection page will not have any benefits indicated as selected for this life event.


But any currently in force benefits will display in the Current section at the bottom of the page



Select the Benefit for which you need to add dependents

 

Select which Dependent(s) to add to the benefit

 

Click Recalculate to see the cost and coverage level change or click Save to simply Save the changes

 

Warning NOTE: if making the change in the HR Portal be sure to Activate the change

 

If the Employee is making the change in WX the process will be the same as New Hire or Open Enrollment. As a Life Event they can change any of their benefits.


And will need to complete each section and submit. 


Removing

Removing dependents from benefits is similar to adding dependents as there are two process depending on whether the removal is a change in coverage level for the employee.


Removing Dependent From Existing Coverage

Select the Benefit

 

Select the Dependent

 

Enter End date

 

Click Save

 





Removing Dependent with Change in Coverage Level


This process will follow the exact same steps as the above steps for Adding a Dependent with a coverage level change. It will be a full Life Event enrollment that starts with entering a new Benefit Enrollment Effective Date on the Employment record.

When to continue the benefit select the dependents remaining in the plan.

Which will result in a new Benefit and end dates on the previous benefits.


Current Dependents