Manage Contacts
Learn how to perform this action in the HRMS.
Steps
2. Click on ‘Benefits Administration’ tab.
3. Click on the ‘Enrollment’icon.
4. Enter ‘Effective as of Date’.
Note: This can be the same as the date of the new hire.
5. Enter ‘Name/Person Number’.
Note: Complete at least one field with a double asterisk (**)
6. Click ‘Tasks’ pane on the right.
7. Select ‘Manage Contacts’ from the Benefits Components list.
8. Click on ‘Create’.
9. Complete all the required fields marked by an asterisk (*) as ‘Relationship’, ‘Relationship Start Date’, ‘Last Name,’ ‘First Name,’ ‘Gender,’ ‘Date of Birth,’ ‘Tobacco Use.’
Note: For the Relationship field, the only options that can be selected from the drop-down are ‘Spouse’, ‘Ex-spouse’, and ‘Child.’ All other options from the drop-down are not applicable.
For spouse, ensure ‘Tobacco Use’ is selected from the drop-down. The only applicable selections are ‘Any’ or ‘None’ .
10. Click on ‘OK’.
Note: The ‘Manage Contacts’ tab will display.
11. Exit out of the ‘Manage Contacts’ tab by clicking the ‘X’.
12. Once back in the Benefits Service Centre, click on ‘Done’.