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Splitting Households

 
Tip: We highly recommend using the Split Household Tool. It replaces all of the processes below in one, convenient tool! For more information, check out Split Household Tool.

 

Splitting a Household into two separate Households is necessary when a young adult comes of age, or when people separate or divorce. To do so:

  1. Create a new Household record by either:
    • Click New Household on the Households page and enter the applicable information, or
    • Copy the Household the individual is currently in (but don't copy the sub-page data). 
  2. Move the applicable Contacts from the existing Household into the new Household by either:
    • Mass Assigning several Contacts at once: Contacts page > clear current/unsaved selection > select the records to be moved > click Assign > indicate the new Household in the Household field > click Save > confirm the assignment.
    • Edit one Contact at a time:
      1. Go to the Contacts page.
      2. Open the Contact to be moved.
      3. Click the pick-list button by the Household field.
      4. Search for and choose the new Household.
      5. Click Save. 
  3. From the new Household record, open the Add/Edit Family Tool and update the address that carried over from the Household you copied.
Additional Steps Depending on the Reason for the Household Split

Coming of Age

  1. Complete the general steps above.
  2. On the Contact record, edit the Household Position to Head of Household.
  3. On the Relationships sub-page of the Contact record, ensure any familial relationships are noted (e.g., parental, sibling).

Divorce

  1. Complete the general steps above.
  2. In each Contact record, update the marital relationship in the Relationships sub-page:
    1. If a "Married To" relationship exists: Click the "Married To" relationship > click Edit > change the Relationship from "Married to" to "Divorced from" > click Save. The system automatically changes the reciprocal Relationship for the other Contact.
    2. If a "Married To" relationship does NOT exist: Click New > choose Relationship "Divorced From" > choose the former spouse in the Related field > click Save.
  3. In each Contact record, edit the Marital Status.
  4. Edit the woman's last name if she has opted to change her name.
  5. If there are Donor records, review their Donations to determine if they need to be moved from one spouse to the other. Edit the Donor on the Donation records one at a time OR use the Assign to accomplish this within a Batch if needed. MinistryPlatform presumes all Donations are listed on the record of the individual who signs the check. Therefore, moving Donations is not necessary. However if desired, print the statement as of that moment and mail one copy to each spouse.
  6. If there are children in the family and both adults continue to attend your church, make sure the Household value on the child's Contact record is the Household of the parent who has primary custody. Then add the other parent to the Other Households sub-page of the child's Contact record.
    1. A Household Type of Non-Custodial Parent ensures the child appears in the Check-In Kiosk searches for the non-custodial Household.
    2. A Household Type of Shows in Check-In ensures the other Household members appear in the Classroom Manager as permitted guardians for checking out a child.

Separate Giving Statements

If couples want separate giving statements, they may remain in the same Household. Change both Donor records to "Individual" statements.

Appearing in Multiple Households

Sometimes Contacts need to appear in more than one Household, most often to accommodate check-in by separated parents or additional family members (such as a grandparent). In this case, no splitting is required. Instead, start on the desired Contact record and use the Other Households sub-page to add the additional Households.