Dependants {PBOP-7}


Details of the dependants of a person may be entered here, as follows:

Dependant details may change over time. The system uses the start and end dates of dependants to determine whether a dependant or a specific record of a dependant should be taken into account at a specific time. 

This applies to all programs using dependants such as the salary calculation program and all report programs. 

If any attribute of a dependant changes a new record should be created with a new start date. The process to handle this correctly would be to first capture an end date in the existing dependant record and then to create a new dependant record with the changed status. 

Start and end dates for individual dependants may not overlap.

The functionality of this menu option allows documents to be uploaded as needed per a Dependant i.e. birth certificates, proof of a child dependent studying full time etc. In order to upload documents, view documents already loaded or delete a document previously uploaded, click on the ‘Documents and Notes’ icon.

Access may also be given to allow employees to update their Dependent’s details themselves, using the iEnabler functionality {P00005-11 Personal Maintenance - Dependents}.  Supporting documentation may be uploaded by the employee and viewed in {PBOP-7}.

An automated email notification may be generated, notifying when dependents are turning 21 years old by defining the email notification routing path for Routing Type ‘DEPA’ and either generating {PBOPR1-10 Create Automated Emails when Dependent turns 21} or linking {PBOPR1-10} to run as a scheduled job {BATCH-8}


Fields in this option:

Box 1:  Dependants


Field Type
&
Length
Description
Personnel Number
N9
 
Dependant Name A15 First name of dependant.
Birth Date DD-MON-YYYY Birth date
Indicator A1 The type of dependant is indicated by one of 3 allowed indicators from the <LIST> of values: (C)hild, (S)pouse and (O)ther
ID Number A12 Enter the ID number of the Dependant
Relation A10 The relationship between employee and dependant may be described here if “Other” was indicated in D. above, e.g. “None”, “Mother”, etc.
Medical Dependant Yes/No Indicates whether the dependant is on the employee's Medical Aid Scheme or not.
Gender M/F Select gender: Male or Female
Medical Subsidy Yes/No Does this dependant qualify for a medical subsidy from the institution?
Tax Directive A1 Has a tax directive been received for a tax dependant who will be older than the maximum age for tax-dependency at the end of the current tax year?  Allowed values from the <LIST> of Values in this optional field are Yes, No or NULL.
Start dateAdult Medical Aid Contribution DD-MON-YYYY Start Date from when the dependant or specific status of the dependant is active.
End Date DD-MON-YYYY Up to when the dependant or specific status of the dependant is active.
Adult Medical Aid Contribution A1 (P)rimary member contribution
(A)dult Dependant Contribution
NULL
This indicators is used to determine the Discovery Adult Medical Aid Contribution as defined for the appropriate table on {FPRG-28}.
Pension/Provident Fund Beneficiary Yes/No This is a new field where the dependant(s) can be set-up as a Pension/Provident fund beneficiary. A report can be generated on {PAOPR1-8} - Employee Dependant Report.
Group Life Beneficiary Yes/No This is a new field where the dependant(s) can be set-up as a Group Life Scheme Cover beneficiary. A report can be generated on {PAOPR1-8} - Employee Dependant Report.
Routing Type N10 The Routing Request Number is displayed when an automated email notification has been generated, advising that a dependent is turning 21 years old

Example:






 

History of Changes

Date System Version By Whom Job Description
11-Dec-2006 v01.0.0.0 Frans t109865 Date Effective Dependants
25-Mar-2007 v01.0.0.0 Charlene van der Schyff t135483 New Manual Format
11-Nov-2008 v01.0.0.0 Charlene van der Schyff t151940 Edit language obtained from proof read language Juliet Gillies.
02-Nov-2012 v02.0.0.0 Sister Legwabe t180656 Add new field Adult Medical Aid Contribution, Pension/Provident Fund Beneficiary and Group Life Beneficiary
Insert new screen
10-Apr-2015
v04.0.0.0
Frans Pelser
t202094
Adjust image size for new screen
24-Nov-2020 v04.1.0.0 Kerry-lee Naidoo t245378 Add Document Storage functionality to menu & new screen prints