Are you currently using Dependents on ASSP and want to use the latest version? Here, you’ll learn about all our improvements to Dependents!
Once you’ve checked out all the new behaviours in What to Expect When Moving to the New Dependents, you can Start Using Dependents.
Before setting up Dependents, you must already be using the latest Personal Information. Go to the Personal Information Setup Guide for details on getting started.
How to Confirm Your Dependents Version
Before getting started with the transition guide, you’ll need to confirm that you’re using the latest version of Dependents; if you’re using an older version, you’ll need to set up Dependents before you can start using it.
In Dependents on the Avanti Self-Service Portal, take a look and see if Export to Excel is there. You’ll know you’re using the latest version if you see it.
If you’re using the latest version, you’re in the right place! If you’re using the older version of Dependents, go to the Dependents Setup Guide for more information.
What to Expect When Moving to the New Dependents
Now you’ll see the most relevant information from the get-go. From within Personal Information, you’ll see the dependent’s name, relationship to the employee, age and gender. Previously on Dependents, all the dependent information would display immediately.
To look at additional details, select the three dots on the dependent. Here you’ll see all the information added for the dependent.
All the settings you’re currently using in Dependents will continue to work in the new version. If you want to change any settings, go to the Dependents Setup Guide for more information.
How to Start Using Dependents
Only Regular users with the Admin user group can set up Dependents.
Step 1: Select System Configuration.
Additional Information
You’ll want to set up Personal Information if you haven’t already. Dependents is only available to those that have access to Personal Information.
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
If you aren’t already using Personal Information, it will become selected. Go to the Personal Information Setup Guide for more information.
Step 6: Select Edit.
Step 7: Select a Role Type to determine which employees your managers and regular users can access Dependents for.
Additional Information
If no Role Type is selected, the default is Time Entry. Managers and Regular Users can only see Dependents for employees they can view Personal Information for.
Step 8: Select the User Groups to determine who can access Dependents.
Additional Information
Anyone in one of the selected User Groups can access Dependents if they can access Personal Information.
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 A 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 the user’s assigned groups. Go to Responsibilities for more information.
For example, if the Edit Responsibility is B, the user must have A or B access to modify Dependents.
Step 10: Select Save.
Step 11: Select Finish.
Step 12: Select Exit Configuration.
Great! You’re all done setting up Dependents; employees can access it from within Personal Information.