Dependants menu in HR Records Module

Posted on 2025-07-04 Updated on 2025-07-04

Guide: Dependants menu in HR Records Module

Welcome to the user guide for the Dependants menu in HR Records Module in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

Dependants menu in HR Records Module

The Dependants screen is used to create and manage employee dependent claims. When an employee adds a new dependent data in his or her information, that data will be synchronized and displayed on this screen for review. Admin or staff with this screen permission can also add new dependent data

1.Create new dependent

-Step 1: Select menu Dependants -> Select New Dependant

-Step 2: The system will display the New dependant screen -> Proceed to enter the necessary data ->Then click Save to save the operation or select Close to close the screen and cancel the operation just done

*Note: After creating a new, selectto approval,the data will change to Approve or chooseto reject dependents

2.Edit Dependents

At the Dependants screen -> Select the corresponding data line to edit information -> Select Edit

3.Remove dependents

At the Dependants screen -> Select the corresponding data line to delete -> Select Delete

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