This page (revision-19) was last changed on 13-Oct-2023 15:44 by Kevin Higgs

This page was created on 26-Nov-2021 10:22 by KateN

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Page revision history

Version Date Modified Size Author Changes ... Change note
19 13-Oct-2023 15:44 6 KB Kevin Higgs to previous
18 26-Nov-2021 10:22 5 KB Karen Parrott to previous | to last
17 26-Nov-2021 10:22 5 KB kparrott to previous | to last
16 26-Nov-2021 10:22 5 KB jmyers to previous | to last
15 26-Nov-2021 10:22 5 KB jmyers to previous | to last EMAIL_ADDRESS ==> EMAIL_ADDRESS(Disambiguation)
14 26-Nov-2021 10:22 5 KB jescott to previous | to last
13 26-Nov-2021 10:22 5 KB jescott to previous | to last
12 26-Nov-2021 10:22 4 KB JMyers to previous | to last
11 26-Nov-2021 10:22 8 KB JEscott to previous | to last
10 26-Nov-2021 10:22 7 KB JMyers to previous | to last
9 26-Nov-2021 10:22 7 KB JMyers to previous | to last
8 26-Nov-2021 10:22 7 KB RForbes to previous | to last
7 26-Nov-2021 10:22 7 KB KateN to previous | to last
6 26-Nov-2021 10:22 7 KB KateN to previous | to last
5 26-Nov-2021 10:22 7 KB KateN to previous | to last
4 26-Nov-2021 10:22 7 KB KateN to previous | to last
3 26-Nov-2021 10:22 7 KB KateN to previous | to last
2 26-Nov-2021 10:22 7 KB KateN to previous | to last
1 26-Nov-2021 10:22 7 KB KateN to last

Page References

Incoming links Outgoing links
IECT
IECT

Version management

Difference between version and

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[{TableOfContents }]
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----
!! Define Employee Contacts (IECT) - Identity Tab
!Identity
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Workflows are available for the Benefit Recipients table (WF_BBR). Note that only Official BE Enrollment Detail records will be picked up in the workflows.
;[Salutation|SALUTATION]:Salutation is the usual form of address for the contact. Salutation is an optional fixed lexicon ([X_SALUTATION]).
;[First Name|FIRST_NAME]:This is the first name used by the contact. First_Name is a mandatory 50-character alphanumeric field you must manually enter.
;[Middle Name|MIDDLE_NAME]:This is the contact's middle name or initials. Middle_Name is an optional 50-character alphanumeric field you may manually enter.
;[Last Name|LAST_NAME]:This is the surname of the contact. Last_Name is a mandatory 50-character alphanumeric field you must manually enter.
;[Rank|RANK]:This is the name extension e.g. Jr., Sr., III, etc. Rank is an optional fixed lexicon ([X_RANK]) you may use to look up the value.
;[Language|LANGUAGE_CODE]:Indicates the contact's language of preference for communication/correspondence. Language_Code is a mandatory fixed lexicon ([X_LANGUAGE_CODE]) you may use to look up to choose a value.
;[Title|TITLE]:If the contact has a title, that title should be indicated here.
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;[Last Name|LAST_NAME]:This is the surname of the contact.
;[First Name|FIRST_NAME]:This field provides the first name used by the contact.
;[Phone #|PHONE_NUMBER]:This is the daytime phone number for the contact.
;[Extn|PHONE_EXTENSION]:This is the daytime extension number for the contact.
;[Contact Status|CONTACT_STATUS]:This is the status of the employee’s contact.
;[Dependent|DRV_BENEFICIARY]: This is a derived field that will be populated based on selecting the contact type "Beneficiary" on the Contact Role.
;[Dependent|DRV_DEPENDENT]: This is a derived field that will be populated based on selecting the contact type "Dependent" on the Contact Role.
;[Emerg Contact|DRV_EMERGENCY]: This is a derived field that will be populated based on selecting the contact type "Emergency Contact" on the Contact Role.
;[Spouse|DRV_SPOUSE]: This is a derived field that will be populated based on selecting the contact type "Spouse" on the Contact Role.
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----
!!Identity Tab
;[Salutation|SALUTATION]:Salutation is the usual form of address for the contact.
;[First Name|FIRST_NAME]:This is the first name used by the contact.
;[Middle Name|MIDDLE_NAME]:This is the contact's middle name or initials.
;[Last Name|LAST_NAME]:This is the surname of the contact.
;[Rank|RANK]:This is the name extension e.g. Jr., Sr., III, etc.
;[Language|LANGUAGE_CODE]:Indicates the contact's language of preference for communication/correspondence.
;[Title|CONTACT_TITLE]:If the contact has a title, that title should be indicated here.
;[Gender|GENDER]:This field indicates whether the contact is male or female.
;[Birth Date|BIRTH_DATE]:This field provides the date of birth of the contact person (used for tax and benefit purposes). This is not usually needed for business contacts.
;[Gov't Code Origin|GOVT_CODE_ORIGIN]:This field identifies the country that generated the employee’s government code.
;[Gov't Code|GOVERNMENT_CODE]:Gov’t Code is the contact's government identification number (SSN/SIN). U.S.A.: Social Security Number (SSN) of the contact. Canada: Social Insurance Number (SIN) of the contact.
;[Relation|RELATION]:Relation describes the relationship of a person to the employee or you with whom they are associated.
;[Security Level|SECURITY_LEVEL]:Security level is a security feature that provides the ability to control access to contact information. Only a user with the appropriate security level, matching (or higher than) the level of the contact will be able to see the contact information.
;[Employer|EMPLOYER]:This field provides the name of the contact's employer.
;[Private Contact|PRIVATE_ITEM]:If the ‘Private Contact’ toggle is ON, this contact is a private contact of the user who created it. If the toggle is OFF, any user may access the contact information.
;[Disabled Indicator|DISABLED]: This toggle indicates the contact is a Disabled Member. This toggle is used by the Open Enrollment logic in Benefit Self Service.
;[Student Indicator|STUDENT_INDICATOR]: This toggle is used to indicate if the contact is a student. This toggle is used by logic for the Open Enrollment process in Benefit Self Service.
;[Student Until|STUDENT_UNTIL]:This date field is used to indicate the last date the contact is considered a student. This field is used for the Open Enrollment process in Benefit Self Service.
;[Dependent|DRV_OE_BENEFICIARY]: This is a derived field that will be populated based on selecting the contact type "Beneficiary" on the Contact Role.
;[Dependent|DRV_OE_DEPENDENT]: This is a derived field that will be populated based on selecting the contact type "Dependent" on the Contact Role.
;[Emerg Contact|DRV_OE_EMERGENCY]: This is a derived field that will be populated based on selecting the contact type "Emergency Contact" on the Contact Role.
;[Spouse|DRV_OE_SPOUSE]: This is a derived field that will be populated based on selecting the contact type "Spouse" on the Contact Role.
!Personal
;[Gender|GENDER]:This field indicates whether the contact is male or female. Gender is a mandatory fixed lexicon ([X_GENDER]).
;[Birth Date|BIRTH_DATE]:This field provides the date of birth of the contact person (used for tax and benefit purposes). This is not usually needed for business contacts. Birth_Date is an optional date you may manually enter or use the calendar (F9) for any date changes may occur.
;[Gov't Code Origin|GOVT_CODE_ORIGIN]:This field identifies the country that generated the employee’s government code. Govt_Code_Origin is a mandatory fixed lexicon ([X_GOVT_CODE_ORIGIN]).
;[Gov't Code|GOVERNMENT_CODE]:Gov’t Code is the contact's government identification number (SSN/SIN). U.S.A.: Social Security Number (SSN) of the contact. Canada: Social Insurance Number (SIN) of the contact. Government_Code is a mandatory 16-character alphanumeric field you must manually enter.
;[Relation|RELATION]:Relation describes the relationship of a person to the employee or you with whom they are associated. Relation is an optional fixed lexicon ([X_RELATION]) you may use to look up the value.
;[Security Level|SECURITY_LEVEL]:Security level is a security feature that provides the ability to control access to contact information. Only a user with the appropriate security level, matching (or higher than) the level of the contact will be able to see the contact information. Security_Level is an optional fixed lexicon ([X_SECURITY_LEVEL]) you may use the look up the value.
;[Employer|EMPLOYER]:This field provides the name of the contact's employer. Employer is an optional 50-character alphanumeric field you may manually enter.
;[Private Contact|PRIVATE_CONTACT]:If this toggle is ON, the information is private and can only be viewed by the user who created the information.
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!!Address Tab
!!Define Employee Contacts (IECT) - Address Tab
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;[Primary Address 1|ADDRESS_LINE_1]:This is the home address (street or rural route or concession #) of the contact person.
;[Primary Address 2|ADDRESS_LINE_2]:This field provides the second line of address, used for PO Box # or special delivery instructions.
;[City|LOCALITY]:This field refers to the city, district or township name where the contact person resides.
;[State/Prov|STATE_PROVINCE_CODE]:This is the standard abbreviation of the state or province of the contact’s address.
;[Zip/Postal|ZIP_POSTAL]:U.S.A.: Zip Code. Canada: Postal Code.
\\
;[Primary Address 1|ADDRESS_LINE_1]:This is the home address (street or rural route or concession #) of the contact person. Address_Line_1 is an optional 50-character alphanumeric field you must manually enter.
;[Primary Address 2|ADDRESS_LINE_2]:This field provides the second line of address, used for PO Box # or special delivery instructions. Address_Line_2 is an optional 50-character alphanumeric field you must manually enter.
;[City|LOCALITY]:This field refers to the city, district or township name where the contact person resides. Locality is an optional 50-character alphanumeric field you may manually enter.
;[State/Prov|STATE_PROVINCE]:This is the standard abbreviation of the state or province of the contact’s address. State_Province from [P2K_CM_STATE_PROVINCES] is a mandatory 16-character alphanumeric field you must manually enter or use the LOV (F9).
;[Zip/Postal|ZIP_POSTAL]:U.S.A.: Zip Code. Canada: Postal Code. Zip_Postal is a 16-character alphanumeric optional field you may manually enter.
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;[Mail Address 1|MAIL_ADDRESS_LINE_1]:This field holds the home or business address (street or rural route or concession #).
;[Mail Address 2|MAIL_ADDRESS_LINE_2]:This is the second line of address, used for PO Box # or special delivery instructions.
;[City|MAIL_LOCALITY]:Locality refers to the city, district or township name of the mailing address.
;[State/Prov|STATE_PROVINCE_CODE]:This is the standard abbreviation for the state or province of the contact’s address.
;[Zip/Postal|MAIL_ZIP_POSTAL]:U.S.A.: Zip Code. Canada: Postal Code.
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;[Mail Address 1|MAIL_ADDRESS_LINE_1]:This field holds the home or business address (street or rural route or concession #). Mail_Address_Line_1 is an optional 50-character alphanumeric field you must manually enter.
;[Mail Address 2|MAIL_ADDRESS_LINE_2]:This is the second line of address, used for PO Box # or special delivery instructions. Mail_Address_Line_2 is an optional 50-character alphanumeric field you must manually enter.
;[City|MAIL_LOCALITY]:Locality refers to the city, district or township name of the mailing address. Mail_Locality is an optional 50-character alphanumeric field that you may manually fill.
;[State/Prov|STATE_PROVINCE]:This is the standard abbreviation for the state or province of the contact’s address. State_Province from [P2K_CM_STATE_PROVINCES] is a mandatory 16-character alphanumeric field a user must manually enter or use the LOV (F9).
;[Zip/Postal|MAIL_ZIP_POSTAL]:U.S.A.: Zip Code. Canada: Postal Code. Mail_Zip_Postal is an optional 16-character alphanumeric field you may manually enter.
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!!Other tab
!!Define Employee Contacts (IECT) - Other
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;[Phone Number|PHONE_NUMBER]:This is the daytime phone number for the contact person.
;[Ext.|PHONE_EXTENSION]:This field holds the daytime extension number for the contact.
;[Alt. Phone Number|ALT_PHONE_NUMBER]:This is the alternative phone number (if applicable) for the contact.
;[Ext.|ALT_PHONE_EXTENSION]:This field provides an alternative phone extension (if applicable) for the contact.
;[Cellular Number|CELLULAR_NUMBER]:This is the cellular, portable or mobile phone number for the contact person.
;[Fax Number|FAX_NUMBER]:This field provides the facsimile number of the contact.
;[Email Address|EMAIL_ADDRESS(Field)]:This is the email address of the contact.
;[Web Address|WEB_ADDRESS]:If the contact has a web site, this is the address for the website.
;[Contact Type|CONTACT_TYPE]:Contact Type indicates whether this is an employee contact (spouse, emergency contact, dependent or beneficiary), or a business contact (business or personal) of the user.
----
![Notes|Edit:Internal.IECT]
[{InsertPage page='Internal.IECT' default='Click to create a new notes page'}]
\\
;[Phone Number|PHONE_NUMBER]:This is the daytime phone number for the contact person. Phone_Number is an optional 20-character alphanumeric field you must manually enter.
;[Ext.|PHONE_EXTENSION]:This field holds the daytime extension number for the contact. Phone_Extension is an optional 16-character alphanumeric field you must manually enter.
;[Alt. Phone Number|ALT_PHONE_NUMBER]:This is the alternative phone number (if applicable) for the contact. Alt_Phone_Number is an optional 20-character alphanumeric field you must manually enter.
;[Ext.|ALT_PHONE_EXTENSION]:This field provides an alternative phone extension (if applicable) for the contact. Alt_Phone_Extn is an optional 16-character alphanumeric field you must manually enter.
;[Cellular Number|CELLULAR_NUMBER]:This is the cellular, portable or mobile phone number for the contact person. Cellular_Number is an optional 20-character alphanumeric field you must manually enter.
;[Fax Number|FAX_NUMBER]:This field provides the facsimile number of the contact. Fax_Number is an optional 20-character alphanumeric field you must manually enter.
;[Email Address|EMAIL_ADDRESS]:This is the email address of the contact. Email_Address is an optional 50-character alphanumeric field you must manually enter.
;[Web Address|WEB_ADDRESS]:If the contact has a web site, this is the address for the website. Web_Address is an optional 50-character alphanumeric field you must manually enter.
;[Contact Type|CONTACT_TYPE]:Contact Type indicates whether this is an employee contact (spouse, emergency contact, dependent or beneficiary), or a business contact (business or personal) of the user. Contact_Type is a mandatory fixed lexicon ([X_CONTACT_TYPE]).
This page (revision-19) was last changed on 13-Oct-2023 15:44 by Kevin HiggsTop