Adding and managing dependents

Padmini Krishna

Updated 25 December 2023 09:53

Based on your employment contract and your organization's policies, if applicable, you can add the details of your dependents to the Yomly platform.

To add a dependent, do the following:

In the sidebar, in the My HR section, click Profile.

In your profile, the Employment tab is displayed by default.
Go to the Dependents tab.
Click + Add dependent.
Enter the required details of the dependent, such as their name, your relationship with them, their contact details, and more.
Click Create dependent.

The dependent is saved and listed in the Dependents tab.

After adding the details of your dependents, you can upload their documents using Document Management and share them with your company's HR and management teams.

In Document Management, a folder for the documents of your dependents is automatically created when you add dependents. By default, this folder contains only the Required documents folder, to which you can upload the documents of your dependents that your company requires. You can create folders and upload additional documents of your dependents.

In the Dependents tab, you can also do the following:

Task

Procedure

View the details of a dependent

Click the name of a dependent listed in the tab to display their details.

Edit the details of a dependent

To edit the details of a dependent, do the following:

Click the name of the dependent you want to edit to display their details.
Scroll to the bottom of the section and click Edit dependent.
Update the required details.
Click Save.

Delete a dependent

To delete a dependent, do the following:

Click the name of the dependent you want to delete to display their details.
Scroll to the bottom of the section and click Delete dependent.
In the warning, click Yes.

Adding and managing dependents

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