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Administrator Guide
Last Updated: 2023-06-23
Manage Personal Relationship Types

Manage Personal Relationship Types

Security:
Set Up: Contact and Personal Data
 domain in the Contact Information functional area.
Identify the type of relationships you want to make available when adding:
  • Beneficiaries
  • Dependents
  • Emergency contacts
  • Trusts
Examples:
  • Daughter
  • Spouse
  • Step child
  • Uncle
Workday recommends that you disable linking between beneficiaries and dependents. If the employee makes changes to a linked relationship, the changes can override dependents or beneficiaries when the person has more than 1 role. You can disable linking in the
Benefits
 section of the
Edit Tenant Setup - HCM
 task. Example: A worker gets divorced and changes the emergency contact to their sister. With linking enabled for beneficiaries and dependents, the sister also replaces the spouse as a dependent even though the sister is ineligible as a dependent.
  1. Access the
    Maintain Related Person Relationships
     task.
  2. As you complete the task, consider:
    Option Description
    Map Relationship to Workday
    Select the appropriate Workday relationship to ensure that Workday recognizes the relationship name.
    If you leave this field blank, Workday assumes that the relationship name is a valid dependent, beneficiary, or emergency contact.
    Restrict to Relationships
    You can select more than 1 type of relationship.
    Workday uses this field to present only those relationship names as valid relationships in these tasks:
    • Add Dependent
    • Add Beneficiary
    • Maintain Insurance Coverage Targets
    • Maintain Health Care Coverage Targets
    Restrict to Countries
    Enables you to configure allowed relationships in a country. When you leave this field blank, Workday allows the selected relationship for all countries.
    Include Relationship for Wellness
    Enables you to add wellness information for this relationship type as a related action on the worker profile. Select
    Benefits
    Change Wellness Data
    .
    Usage Count
    Includes any historical entries or references to the relationship type. You can't drill down into the usage count.
To see a list of all roles entered in Workday, use the
Related Person Relationships
 report.
To see invalid relationships between a worker and a related person, such as a dependent, beneficiary, or emergency contact, see the
Workers with Invalid Related Person Relationships
 report. When a relationship has an invalid value, the relationship is no longer allowed.