How is the HoH determined when creating constituent records in Dev 3.0?

As of July 12, 2021, this "Learn Veracross" site has been deprecated.  It will remain live at least through December 23, 2021, but will no longer be updated. Q&A articles are only visible to authenticated users in the Veracross Community; please speak with your implementation or account manager for additional information.


The Head-of-Household (HoH) is set on constituent records when the constituent record is created — Alumni, Staff/Faculty, and Trustees are assigned as the Person (or Head of Household) upon record generation. If none of these roles apply to either household member, the household HoH is assigned as the Person.

If the Person and Spouse are incorrectly listed, use the Swap Person and Spouse process from the Action menu to switch them.

The "Swap Person and Spouse" procedure in the Action menu of a constituent record swaps who is the head of household between spouses.