Add or modify employee relationships

task brazil Updated Sep 10, 2026 1 min read t_Relationships.md
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As part of the Human Resources setup process, you define relationships to describe how contacts and beneficiaries are related to employees.

Before you begin

Role required: admin

About this task

Create relationship records for your organization.

Procedure

  1. Navigate to All > HR Administration > Managed Lists > Relationships.

  2. Click New or edit an existing relationship.

  3. Enter the relationship identifier or name.

    For example, Spouse.

  4. Enter a value for the relationship.

    The value is used to further define the relationship.

  5. Check Dependent when the relationship is a dependent on the employee for benefits or support.

  6. Click Submit or Update.

Parent Topic:Managed lists

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