Adding Covered Individuals to an Employee

On the Covered Individuals subtab, add the employee after you assign them an offer of coverage plan. The employee’s name and date of birth (if included on the employee record) are sourced from the employee record automatically. 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. When a coverage plan is self-insured, it indicates that the employer assumes the financial risk of providing health care benefits to its employees. The individuals entered on the Covered Individuals subtab should meet the coverage criteria set up for the plan.

For example, the coverage plan code is 1C. Only add dependents to the list, not the employee’s spouse. For more information about the types of coverage, 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 to add covered individuals to.
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 you have not added the employee to the covered individuals list, then click Add Employee.
The employee’s name and date of birth (if included on the employee record) fill in automatically. Confirm or enter the employee’s Date of Birth and the Start Month and Start Year for the coverage.
(Optional) Enter the End Month and End Year.
Click Add.
For each of the employee’s spouse, dependents, or both, do the following actions:
1. Complete the following fields:
  - First Name
  - Last Name
  - Date of Birth
  - Start Month
  - Start Year
2. (Optional) Enter the End Month and End Year.
3. Click Add.
Add a line for each person covered under the plan.
Click Save.

To add covered individuals to an employee:

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