Here is a step by step guide on how to edit an Employee/Dependents details:

Editing Employee/Dependent Details

Editing an employee or dependent details is a similar process to deleting an employee or dependent. 

When on the home screen, click on ‘Members’ module in the navigation menu on the left. 

You will be directed to a member search page as per the screenshot below.

Member Search Page contains filters which allow you to easily find the employee or dependent which you require to edit the details:

  • Client
  • Policy
  • Category
  • Member Status
  • First Name
  • Middle Name
  • Last Name
  • Employee Number
  • BenefitNet ID
  • File Number

For example, let’s search using the member name John Smith. Once you have completed the member search fields as per below, click the ‘search’ button.

Click on the employee name. You will be redirected to the employee’s profile page. On the right hand side of the screen, you will find a green ‘Edit Details’ button.

Step 1: Edit Member Details

Click 'Edit Details', and you will be directed to the ‘Member Details’ page as pictured below:

The page will display all the existing member information and you can edit the details that need updated. Once complete, click the ‘Next’ button on the top right-hand side of the page. 

Step 2: Summary & Notifications

You will then be directed to the ‘Summary and Notifications’ page where you will receive an overview of the member details which you have updated. 

An option to notify the employee is available and if specified the employee will receive an email notification related to this edit details request. 

If a replacement card is also required along with this update of details then please specify using the "Replacement Card" drop-list provided.

Specify any comments to be displayed on the email notification to the insurer as necessary using the comments text area provided.

When satisfied with the information displayed, click the ‘Submit’ button on the top right side of the page as illustrated below. 

The below successful modification of member details page will be displayed. Your request will be submitted directly to your insurer depending on the information you have updated. 

Proceed by using the action buttons or breadcrumbs for easy navigation.