How to track and approve requests to add dependants?

Your employees can add dependants to their account. This allows you to allocate benefits and subsidies according to their family situation (in line with the rules set by your Works Council).

💡 This option is optional; you can enable or disable it at any time from the Settings tab in your admin area.

👩‍💻 View the list of all dependants

Your beneficiaries can submit requests to add dependants (child and/or partner). You’ll find their requests in the Gifts and Benefits menu, then the Dependants tab.

On this page, you can:

Filter requests by status (Refused, Pending, Approved)
Search by the beneficiary’s or dependant’s first or last name.
Export the list of requests as a CSV file using the Export button.

💡 You can also view a beneficiary’s dependants directly on their personal profile. To do this:

Go to the Beneficiaries tab or the Employees menu
Search for and click on the relevant beneficiary
Go to the “General” tab. Here you’ll find the list of the beneficiary’s dependants, and you can approve requests from this screen.

🙌 Approving a request to add a dependant

Go to the Dependants tab and click on the relevant dependant. A window will appear showing the information entered by the beneficiary:

Check the supporting documents provided by the beneficiary.

If everything is in order, change the status to “Approved” to accept the request
Change the status to “Refused” if documents are missing or the information provided is incorrect. If you refuse a request, you must add a comment to inform the beneficiary of the reason. The beneficiary can then edit or delete their request.

Note that you can also go directly to the employee’s profile to process their request.

📌 How do you take dependants into account in your orders?

For benefits (e.g. children’s Christmas, back to school, etc.): You can use the dependants listed to determine which types of gift vouchers to credit to each beneficiary. You should place your order as usual. See: How do I credit my beneficiaries with gift vouchers?
For subsidies: You can select dependants directly as beneficiaries. See our dedicated articles:
- Setting up shop subsidies
- Subsidy – Create a reimbursement rule for invoices

How to track and approve requests to add dependants?

📌 How do you take dependants into account in your orders?

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How to track and approve requests to add dependants?

📌 How do you take dependants into account in your orders?

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