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Dependents Setup Guide

Are you looking to configure Dependents? You’ve come to the right place! These settings allow you to configure whether Social Insurance Number is shown on Employee Dependents and whether other optional fields are included.

If you’re already using the older version of Dependents and want to start using the latest, go to the Dependents Transitions Guide.

Before setting up Dependents, you must already be using Personal Information. Go to the Personal Information Setup Guide for details on getting started.

How to Hide SIN on Employee Dependents

Step 1: Open Administration Settings on ASSP and select Company Settings. 
By default, this can be found in Administration. 

Step 2: Enter ShowSinOnEmployeeDependents in the Search.

Step 3: Select Edit for ShowSinOnEmployeeDependents.

Step 4: Select or deselect Value, then select Save.

  • If selected, employees can view their dependent’s SIN. They’ll also be able to update it if they have access.

  • If deselected, employees cannot view their dependent’s SIN.

Step 6: Select Reload Settings.

Congratulations, you’re all done adjusting whether SIN is on Employee Dependents.

How to Hide Details in Dependents

You can select which information displays in Dependents. This information won’t be available when adding, editing or viewing Personal Information.

Important Information
These are mandatory fields that cannot be hidden:

  • Dependent works at the same company

  • Given Name, Last Name

  • Relationship

  • Gender, Over-age Coverage, Smoker, Date of Cohabitation, Trustee Required

Step 1: Open Administration Settings on ASSP and select Company Settings. 
By default, this can be found in Administration. 

Step 2: Enter DependentSettings.HiddenFields in the Search.

Step 3: Select Edit for DependentSettings.HiddenFields.

Step 4: Enter a comma-separated list of the Setting Options for the fields that shouldn’t be available in Value.

The following Setting Options are available:

Initial, UseEmployeeAddress, Address1, Address2, City, Province, Country, Postal, HomePhone, MobilePhone, WorkPhone, Comments, Email

Step 5: Select Save.

Step 6: Select Reload Settings.

Congratulations, you have successfully hidden some information for dependents!

How to Add Dependents to the Menu

Only Regular users with the Admin user group can set up Dependents.

Step 1: Select System Configuration.

Step 2: Under System, select New Experience.

Step 3: Select Start Setup.

Step 4: Select Continue to bypass the security.

Step 5: Select Dependent.

Additional Information
To use Dependents, you must also be using Personal Information.

Step 6: Select Edit.

Step 7: Select a Role Type to determine which employees your managers and regular users can access.

Additional Information
Managers and Regular Users can only see Dependents for employees they can view Personal Information for.

Step 8: Select the User Groups. Anyone in one of the selected User Groups can access Dependents if they can access Personal Information.

Additional Information
Only users in one of the selected User Groups can access Dependents.

Step 9: Set your desired Responsibility for who can Add, Edit, View, and Delete Dependents.

  • A * grants access to all users.

  • Enter an A to restrict access the most. Only users with will have access.

  • Enter any other letter. Users with that letter will have access. Users with a letter between that level of access and A will also have access.

Additional Information
Responsibility levels range from A to Z, with A being the most restrictive. The user’s responsibility level is based on their assigned user groups. Go to Responsibilities for more information.

For example, if the Edit Responsibility is B, any user with A or B access can modify Dependents.

Step 10: Select Save.

Step 11: Select Finish.

Step 12: Select Exit Configuration.

Great! You’ve finished setting up Dependents; employees can access it from Personal Information.

 

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