Adding Covered Individuals to an Employee

After you assign an offer of coverage plan, add the employee on the Covered Individuals subtab.

The employee's name and date of birth (if included on the employee record) are sourced automatically from the employee record.

You can also add the employee's spouse, dependents, or both if they're covered under the plan.

You only need to add covered individuals if the offer of coverage plan is self-insured.

A self-insured coverage plan means that the employer assumes the financial risk of providing health care benefits to employees.

The individuals entered on the Covered Individuals subtab should meet the coverage criteria set up for the plan.

For example, if the coverage plan code is 1C, add only dependents. Do not add the employee's spouse. For more information about coverage plan types, see Creating an ACA Offer of Coverage Plan.

To add covered individuals to an employee:

Go to Payroll and HR > Lists > Employees (Payroll Manager).
In the Employees list, click Edit next to the employee.
Click the Affordable Care Act (ACA) subtab.
Click the Covered Individuals subtab.

Note:
List the employee first. Then add the spouse, dependents, or both as needed.
If the employee is not already listed under covered individuals, click Add Employee.
The employee's name and date of birth (if included on the employee record) fill in automatically. Verify or enter information in the following fields for the coverage:
- Date of Birth
- Start Month
- Start Year
(Optional) Enter the End Month and End Year.
Click Add.
For the employee's spouse and each dependent, do the following:
1. Complete these fields:
  - First Name
  - Last Name
  - Social Security or Date of Birth if Social Security Number (SSN) is unavailable
  - Start Month
  - Start Year
2. (Optional) Enter the End Month and End Year.
3. Click Add.
Repeat Step 9 for each covered individual under the plan.
Click Save.

To add covered individuals to an employee:

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