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How to Add a Dependent for Your Employee
How to Add a Dependent for Your Employee

Adding dependents for your employees and creating a custom report.

M
Written by Melissa Compagnon
Updated over a week ago

In managing your company's payroll and benefits, it's essential to ensure that your employees' dependents are accurately recorded. Dependents can include spouses, children, or other family members who may be eligible for certain benefits, such as health insurance coverage. By adding employees’ dependents to Fingercheck, you can streamline administrative processes and ensure that your employees receive the benefits they deserve.

In this article, we'll walk you through the steps to efficiently add dependents for your employees using Fingercheck.


Add Dependents

  1. Log in to your Fingercheck account as an Administrator or Supervisor.

  2. In the left hand menu, select the EMPLOYEES tab.

  3. Click an employee's name or number to open their profile.

  4. Click HR > Dependents.

  5. Click Add to add a new dependent, or edit an existing dependent by clicking the pencil icon. Click the trashcan icon to delete the emergency contact.

  6. Edit the desired field:

    1. Name (required)

    2. SSN

    3. Gender

    4. DOB

    5. Relationship

    6. Address

    7. Phone

    8. Email

  7. Click Save.


Attach a picture or document to a dependent

You can add a picture of the employee’s dependent. This is a great way to make sure the information you share is with the individual that the employee has selected as their dependent. Once you have a picture or a document to attach you can do the following:

  1. Log in to Fingercheck.

  2. In the left hand menu, select the EMPLOYEES tab.

  3. Select HR > Dependents.

  4. Click the paperclip icon to attach a document.

  5. Click Attach to locate the picture or document saved on your computer.

You can also view and delete attachments from this same screen at a later time.


Remove a dependent

You can remove a dependent by deleting them in Fingercheck.

  1. Log in to Fingercheck.

  2. In the left hand menu, select the EMPLOYEES tab.

  3. Click the trashcan icon to permanently delete the dependent.


Create a dependent custom report

  1. Log in to your Fingercheck account as an Administrator.

  2. Hover over the REPORTS tab.

  3. Select Company.

  4. Click +Custom Report.

  5. Scroll through the reports or enter Dependents in the search field.

  6. Click Select to select the EmpDepen or the EmpBenDep report.

  7. Enter a Code.

  8. Click Start.

  9. Drag and drop employee contact details that should be included in the report.

  10. Click Save Report.

For more details on creating custom reports with Fingercheck, check out How to Create a Custom Report


View the dependent report

  1. Log in to your Fingercheck account as an Administrator.

  2. Hover over the REPORTS tab.

  3. Select Company.

  4. Click the Custom tab.

  5. Click Run Report for the Employee Contacts report.

  6. Select employees.

  7. Click Preview or Download to view details of the Employee Beneficiaries report.


For more details, there is a short video guide. More help is available at our Service Desk, which is on the right side of your screen on the web.

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