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View and manage your dependant information in Access Evo Navigator

Employees can view, add, update, and remove their dependant records directly from Access Evo Navigator, without needing to contact HR or navigate to a separate system.

Written by James Pardy
Updated this week

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

  1. Log in to Access Evo Navigator.

  2. From the Navigator tab, select the My Dependants quick action.

  3. 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

  1. In the right panel, select + Add Dependant.

  2. Complete the fields. Name and Gender are required.

  3. Select Save Changes. A confirmation message is displayed and the new dependant appears in the list.

Your dependant information is synchronised with PeopleXD automatically.

πŸ“ŒNote: 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

  1. In the right panel, locate the dependant you want to update and select Edit.

  2. The dependant record expands. Update the fields as required.

  3. 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:

  1. From the Administrator Dashboard, select Site Manager.

  2. Select Open next to Navigator Configuration.

  3. Select the Menu Options Configuration tab.

  4. 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

  • WS_DEPENDANTS_MENU.GET_DEPENDANTS

  • WS_DEPENDANTS_MENU.ADD_DEPENDANT

  • WS_DEPENDANTS_MENU.UPDATE_DEPENDANT

  • WS_DEPENDANTS_MENU.DELETE_DEPENDANT

  • WS_REFDATA_MENU.GET_BYTYPE_TYPE

Webservice

πŸ“ŒNote: 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.

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