Add or Change Employee Contacts

Provide step-by-step instructions for employees on how to enter contacts and designate them as emergency contacts, dependents, and/or beneficiaries.

Add or Change Employee Contacts

Add or Change Contacts for Employees

Enter contact information and designate contacts as beneficiaries, dependents, or emergency contacts to record legal benefactors, dependents for benefit coverage, or contact references.

The Contacts Detail page includes the following information for each employee contact: personal, address, telephone, and email information; contact relationship to the employee; contact designation; additional insurance coverage, disability status, student status, and smoker status; and national identification documents.

Tip If you are unable to add or change information on the Contacts page, or do not have an Add, Edit, or Delete button available to you, it may be due to how your company has configured the system. Please contact your company's system administrator for more details.

Navigation:Menu > Myself > Personal Contacts

  1. From the Contacts page, complete one of the following:
    • To add a contact, select Add.
    • To edit existing contact information, select the link for the contact, and select Edit.
  2. Check or uncheck the Contact is Active box, as follows:
    • Check: The contact is active, and if eligible, appears when enrolling in benefit plans via Life Events or Open Enrollment. This is the default setting.
    • Uncheck: The contact is inactive and does not appear as eligible during enrollment sessions. An example of when to inactivate someone is when a divorce occurs.
  3. Enter the contact's personal information such as name, social security number or national ID, and birth date.
  4. Select the contact's relationship to the employee.
  5. Designate the contact as a dependent, beneficiary, or emergency contact. More than one option can be selected.
    Note The individual you designate as your emergency contact is contacted in the event of an emergency. The individual you designate as a dependent or beneficiary may be considered eligible for enrollment in your benefit plans, depending on their relationship to you.
  6. Enter the contact's address, telephone, and e-mail information.
    Note Digits entered in the phone number field are automatically validated and formatted, including country code, hyphens, and spaces, based on the selected country. When digits entered in the field do not match the country’s phone number format, a warning message appears to request a review of the number before saving.
  7. If the contact is a dependent or beneficiary, enter additional information such as if the contact is covered by other insurance, disabled, full-time student, or smoker.
  8. Select Save.
  9. Select Submit. The Contacts page appears with the new information.
    Note Managers can view emergency contacts on the employee record.

© UKG Inc. All rights reserved. For a full list of UKG trademarks, visit www.ukg.com/trademarks. All other trademarks, if any, are the property of their respective owners. No part of this document or its content may be reproduced in any form or by any means or stored in a database or retrieval system without the prior written authorization of UKG Inc. (“UKG”). Information in this document is subject to change without notice. The document and its content are confidential information of UKG and may not be disseminated to any third party. Nothing herein constitutes legal advice, tax advice, or any other advice. All legal or tax questions or concerns should be directed to your legal counsel or tax consultant.

Liability/Disclaimer

UKG makes no representation or warranties with respect to the accuracy or completeness of the document or its content and specifically disclaims any responsibility or representation for other vendors’ software. The terms and conditions of your agreement with us regarding the software or services provided by us, which is the subject of the documentation contained herein, govern this document or content. All company, organization, person, and event references are fictional. Any resemblance to actual companies, organizations, persons, and events is entirely coincidental.

Links to Other Materials: The linked sites and embedded links are not under the control of UKG. We reserve the right to terminate any link or linking program at any time. UKG does not endorse companies or products to which it links. If you decide to access any of the third-party sites linked to the site, you do so entirely at your own risk.