Paylocity

Adding dependents to your benefits plan is a crucial step in securing your family’s health and financial well-being. While keeping this information up to date might seem daunting, the process becomes much easier with Paylocity HR & Payroll.

Whether you're adding a new child, enrolling a spouse, or updating your benefits after a significant life event, the software allows you to manage your information quickly, securely, and effortlessly.

In this article, we will walk you step-by-step through how to add dependents on Paylocity so you can ensure your loved ones are covered without any hassle.

Step-By-Step Guide To Adding Dependents On Paylocity

The following steps outline the process of adding dependents on Paylocity:

Steps the process of adding dependents on Paylocity
  • Step 1: Start by logging in to your Paylocity account using your credentials to access the self-service portal
  • Step 2: From the welcome screen, select ‘More’ in the menu, then click on the ‘Dependents’ option to begin
  • Step 3: On the next screen, fill in the necessary details for the dependent you're adding:
    • Last Name
    • First Name
    • Middle Name
    • Relationship
    • Gender
    • Birth Date
    • SSN
    • Phone Number
    • Address
  • Step 4: Once you have entered the information, click ‘Save’ and the new dependent will be added. If you want to add another dependent, click ‘Save & Add New’

Important Considerations

Consider the following factors to ensure a smooth process:

  • Qualifying Life Events: If you're adding a dependent due to a life event (e.g., marriage, birth of a child), ensure you do so within the timeframe specified by your employer
  • Documentation: Some benefit plans may require additional documentation to verify the eligibility of your dependents. Be prepared to provide necessary documents, such as birth certificates or marriage licenses

Need Assistance?

If you encounter any issues or have questions about adding dependents, consider the following resources:

  • Paylocity Support: Visit the employee support page for FAQs and contact information
  • Company HR Department: Reach out to your organization's human resources (HR) team for personalized assistance and guidance

By following these steps and utilizing available resources, you can efficiently add dependents to your Paylocity account, ensuring they receive the benefits they need.