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}
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 |
|
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 |