Family Details
Why should I use this form?
This form contains the family details such as the relationship, name, date of birth and so on.
These records help in identifying dependents and thus can be used in HR Policy Benefits such as Mediclaim. It also helps in recording information on the next of kin, in case of an emergency.
What are the Pre-requisites?
NA
Who can access this form?
This form shall be visible to all employees to whom the visibility is given in Product Setup à Module Role Mapping/Module Administration.
How to navigate to this form?
Point to Personal menu, select Family Details from Personal Details.
Existing records are shown in the grid. Use the filter section to filter records in the grid based on some condition.
Click the [+] icon on the left top of the grid to show/hide the grid.
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If the grid is empty then it means that there is no record available in this form. |
The field guidelines are as follows
Field Name |
Description |
Relationship |
Select the
Relationship. Click the ellipse button [ |
Name |
Enter the Name of the relation. |
Date of Birth |
Select the Date of Birth. Note: Based on the selected date of birth, the Minor field will be populated by default. |
Gender |
Select the gender of the relation. |
Dependent |
Select whether the relation is a dependent. |
Address |
Enter the Address of the relation. |
Minor |
This field will be populated based on the Date of Birth selected. |
Guardian Name & Guardian Address |
Enter the Guardian’s Name and Address. Note: This field is mandatory if the Minor field shows as ‘Yes’. |
Guardian’s relation with Nominee |
Enter the relationship of the Guardian with the Nominee. |
Guardian’s contact number |
Enter the contact number of the Guardian. |
Name as in Passport |
Enter the name as mentioned in the passport |
Passport Number |
Enter the unique identification number for passport |
Place of Issue |
Enter the name of the place the passport was issued |
Smoker |
Select whether the relative is a Smoker |
Student |
Select whether the relative is a Student |
Insured |
Select whether the relative is Insured. |
Occupation |
Enter the Occupation of the relative |
Other Insurance |
Mention if there are any other Insurance |
Graduation Date |
Enter the Graduation Date. |
Comments |
Enter additional information, if any |
SSN |
Enter the Social Security Number of the relation. |
Nationality |
Enter the Nationality of the relation |
Passport Issue Date |
Select the Date when the passport was issued |
Passport Expiry Date |
Select the Date when the passport will Expire |
Place of Birth |
Enter the birth place of the relation |
ECNR Required |
Select if the Emigration check is required or not. |
Upload |
Click the [Browse] button to add any supporting document for the employee. On clicking the Browse button, the File Open dialog box appears, allowing selection of file to be uploaded. Multiple files can be uploaded by clicking the [Add] button. Attached files are shown as below:
To remove any attached document, click the [Remove] button against the file name. |
Click [Submit] to save the details.
Click [Reset] to refresh the form.
To delete any record from the grid, select the record by clicking on the grid. Selected record will be populated in the form. Click [Delete] to delete the record.
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to add/modify relationship.
