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Add/Edit employee's family details

Updated in July - 2024 | Subscribe to watch greytHR how-to video

The family details section is an important feature that helps employers manage their employees' family-related information more efficiently and accurately. With the information, employers can ensure that the employee's family members are included in relevant benefits and emergency contact information, and maintain accurate records for compliance purposes.

The Family Details page in the greytHR Admin portal helps you to add or edit the family details of your employees. The page displays the employee details such as Name, Relation, DOB, Age, Blood Group, Gender, Nationality, and Profession.

To view the Family Details page, click Employee > Information > Family Details.

You can perform the following actions on the Family Details page:

  1. Add family details.

  2. Edit family details.

Add family details

To add the family details of an employee, perform the following actions:

  1. On the Family Details page, from the Search Employee search box, enter the employee number or name for whom you want to add the information. 

  2. Click New Family Member. The form appears.

  3. In the Name text box, enter the name of the family member.

  4. From the DOB dropdown calendar, enter the date of birth of the family member.

  5. From the Gender dropdown list, select the appropriate gender.

  6. From the Blood Group dropdown list, select the relevant blood group.

  7. From the Relation dropdown list, select the relation of the family member with the employee.

  8. In the Profession text box, enter the profession of the family member.

  9. From the Nationality dropdown list, select the relevant nationality of the family member.

  10. In the Remarks text box, enter the remarks, if any.

  11. From the Copy Address From dropdown list, select the address type. For example - Present Address, Permanent Address, or Contact Address.

    Note: You can select the Address Same As employee checkbox if the family member's address is the same as the employee's. If the address is different, deselect the Address Same As employee checkbox and enter the required address details of the family member.

  12. Click Save to add the family details. The new family member details appear on the Family Details page.

Edit family details

To edit the family details of an employee, perform the following actions:

  1. On the Family Details page, from the Search Employee search box, enter the employee number or name for whom you want to modify the information. 

  2. Click the required row to select the required family member.

  3. In the selected row, next to the Remarks column, click the Edit icon. The form appears.

  4. Edit the required fields.

  5. Click Save to update the family details of the selected employee.

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