The My Dependants quick action gives employees a simple, self-service way to view, add, update, and remove their dependant records, directly from the Access Evo Navigator tab. Any changes made are synchronised with PeopleXD, keeping dependant information accurate and up to date for benefits, payroll, and HR purposes.
This feature is available to all clients.
Access the My Dependants quick action
Log in to Access Evo Navigator.
From the Navigator tab, select the My Dependants quick action.
The My Dependants right panel opens, displaying a list of your current dependant records.
Your dependant records
Each dependant record displays the dependant's name, relationship, and gender. Select Edit to expand a record and update the details. The following fields are available when adding or editing a dependant:
Field | Editable? |
Name | Yes β required |
Gender | Yes β required |
Date of Birth | Yes |
Country of Birth | Yes |
Child No | Yes |
Relationship | Yes |
Nationality | Yes |
Comments | Yes |
Fields marked with an asterisk (*) are required and must be completed before saving. The Child No field records the order of this child (for example, 1 for first child, 2 for second). The Relationship field has a maximum of 20 characters; Comments has a maximum of 80 characters.
Add a dependant
In the right panel, select + Add Dependant.
Complete the fields. Name and Gender are required.
Select Save Changes. A confirmation message is displayed and the new dependant appears in the list.
Your dependant information is synchronised with PeopleXD automatically.
πNote: Select Cancel to discard any unsaved changes. To remove a dependant, select the delete icon on the dependant card and confirm when prompted.
Edit a dependant
In the right panel, locate the dependant you want to update and select Edit.
The dependant record expands. Update the fields as required.
Select Save Changes. A confirmation message is displayed once your changes have been saved.
Your dependant information is synchronised with PeopleXD automatically.
Menu options required
To enable the My Dependants quick action, administrators have two options:
Option 1 β Navigator Configuration screen
From the Navigator Configuration screen, locate My Dependants in the Menu Options list and select Enable. To access Navigator Configuration:
From the Administrator Dashboard, select Site Manager.
Select Open next to Navigator Configuration.
Select the Menu Options Configuration tab.
Locate My Dependants in the list and select Enable.
Option 2 β Menu profile
Add the following menu options manually to your menu profile.
Menu Option | System |
NAVIGATOR β MY DEPENDANTS | Parent Link |
| Webservice |
πNote: Ensure the user's security profile includes the Navigator β My Dependants menu profile. As the Parent Link, enabling this will enable all other webservices required for this quick action.
