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How do I view contacts assigned to an employee?

An employee's contact list includes the employee's emergency contact as well as the employee's dependents. You can view an employee's contacts in Modify Existing Employees or Employee Inquiry.

 

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Webinar: Setting up contacts and lifetime dependents

Setting up contacts, including ACA contact information, and lifetime dependents (2m 23s)

 

Viewing contacts in Modify Existing Employees

1. Open Connect Human Resources > Employees > Modify Existing Employees.

2. Use the Employee field to enter an employee's name or number. Press Enter.

3. Click to select the Contacts tab.

The contacts that are assigned to the employee display in the gird on the Contacts tab. The grid includes the contact properties and benefits assigned to contacts that are dependents.  If you need to make changes to the contact, you can do it here.


Viewing contacts in Employee Inquiry

1. Open Connect Human Resources > Employee Inquiry.

2. Use the Employee field to enter an employee's name or number. Press Enter.

3. Click to select the Contacts tab.

The contacts that are assigned to the employee display in the grid on the Contacts tab.


4. Click to select a contact to view the contact properties.

5. Now, use the subtabs in the lower pane to view the contact properties.

The Contacts tab in Employee Inquiry is view only. If you need to update the contact, you'll need to use Modify Existing Employees.

 

 

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