This page (revision-18) was last changed on 26-Nov-2021 10:22 by Karen Parrott

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

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

Version Date Modified Size Author Changes ... Change note
18 26-Nov-2021 10:22 6 KB Karen Parrott to previous
17 26-Nov-2021 10:22 6 KB Karen Parrott to previous | to last
16 26-Nov-2021 10:22 6 KB Lilia Urtan to previous | to last
15 26-Nov-2021 10:22 5 KB jmyers to previous | to last
14 26-Nov-2021 10:22 6 KB jmyers to previous | to last
13 26-Nov-2021 10:22 6 KB jmyers to previous | to last EMAIL_ADDRESS ==> EMAIL_ADDRESS(Disambiguation)
12 26-Nov-2021 10:22 6 KB JMyers to previous | to last
11 26-Nov-2021 10:22 8 KB JMyers to previous | to last
10 26-Nov-2021 10:22 8 KB RForbes to previous | to last IEQ ==> IEQH
9 26-Nov-2021 10:22 8 KB RForbes to previous | to last IEQH ==> IEQ
8 26-Nov-2021 10:22 8 KB RForbes to previous | to last
7 26-Nov-2021 10:22 8 KB RForbes to previous | to last
6 26-Nov-2021 10:22 8 KB JMyers to previous | to last
5 26-Nov-2021 10:22 8 KB JMyers to previous | to last
4 26-Nov-2021 10:22 8 KB JMyers to previous | to last
3 26-Nov-2021 10:22 8 KB JMyers to previous | to last
2 26-Nov-2021 10:22 8 KB JMyers to previous | to last
1 26-Nov-2021 10:22 8 KB JMyers to last

Page References

Incoming links Outgoing links
IEPI
IEPI

Version management

Difference between version and

At line 1 removed one line
[{TableOfContents }]
At line 5 changed one line
An employee must have at least one personal information record, which is created automatically by the Establish Employee Profiles ([IEHR]) or Quick Hire ([IEQH]) form and maintained through the Personal Information (IEPI) form.
An employee must have at least one personal information record, which is created automatically by the Establish Employee Profiles [(IEHR)] or Quick Hire [(IEQH)] form and maintained through the Personal Information (IEPI) form.
At line 15 added one line
!!‘Maintain Personal Information’ Usage and Examples
At line 17 removed one line
\\ \\
At line 19 changed one line
NOTE: As of the 5.05.00 release, the Tax Jurisdiction editor field on this form will be in view only. To have the Tax Jurisdiction button available in the Admin UI (no restriction in the Browser UI) you have to setup the following:
;[Language|LANGUAGE_CODE]:This field shows the employee's communication language of preference. For Canadian Installations: This data is used for producing forms and documents in the employee's language of preference. English will default. Language_Code is a mandatory fixed lexicon [(X_LANGUAGE_CODE)] you may use to look up to choose a value.
At line 21 changed 3 lines
*Site preference US TAX SERIES set to 1
*Logging in as 'MASTER', on IMLN for Lexicon Name=X_TABLES_NO_SITE, the DTX entry must be deleted.
\\ \\
;[Alt Language|ALT_LANGUAGE_CODE]:This field identifies any secondary language in which the employee is fluent. Alt_Language_Code is an optional fixed lexicon [(X_LANGUAGE_CODE)] you may use to look up to choose a value.
At line 25 changed one line
;[Language|LANGUAGE_CODE]:This field shows the employee's communication language of preference. For Canadian Installations: This data is used for producing forms and documents in the employee's language of preference. English will default.
;[Ethnicity|ETHNIC]:For U.S. Installations: The ethnic code (or race of an employee) is used for Equal Employment Opportunity and Affirmative Action reporting. For Canadian Installations: Ethnic origin of an employee is used for Employment Equity reporting.
Ethnic is a mandatory fixed lexicon [(X_ETHNIC)] you may use to look up the value.
At line 27 changed one line
;[Alt Language|ALT_LANGUAGE_CODE]:This field identifies any secondary language in which the employee is fluent.
;[Veteran Status|VETERAN_STATUS]: U.S. Installations: This field indicates the employee is to be reported on the U.S. Veterans’ Report under this veteran category. Veteran_Status is an optional fixed lexicon [(X_VETERAN_STATUS)] you may use to look up the value.
At line 29 changed one line
;[Veteran Status|VETERAN_STATUS]: U.S. Installations: This field indicates the employee is to be reported on the U.S. Veterans’ Report under this veteran category.
;[Challenged|CHALLENGED]:Indicates an employee is physically or mentally challenged. U.S. Installations: An employee who is a ‘qualified individual with a disability’ under the Americans with Disabilities Act. For Canadian Installations: An employee who wishes to be considered a ‘person with disabilities’ under the Employment Equity Act 1995. Challenged is an optional fixed lexicon [(X_CHALLENGED)] you may use to look up the value.
At line 31 changed one line
;[Challenged|CHALLENGED]:Indicates an employee is physically or mentally challenged. U.S. Installations: An employee who is a ‘qualified individual with a disability’ under the Americans with Disabilities Act. For Canadian Installations: An employee who wishes to be considered a ‘person with disabilities’ under the Employment Equity Act 1995.
;[Change Reason|CHANGE_REASON]:This field displays the ‘Change Reason’ code, which provides the rationale as to why information has been created or changed as of an effective date. Change_Reason from [IDCR] ([P2K_CM_CHANGE_REASONS]) is a 16-character alphanumeric optional field you may fill by using the LOV (F9) provided.
At line 33 changed 4 lines
;[Change Reason|CHANGE_CODE]:This field displays the ‘Change Reason’ code, which provides the rationale as to why information has been created or changed as of an effective date.
\\
----
!!Address tab
!!IEPI - Address
At line 39 changed 2 lines
;[Address 1|ADDRESS_LINE_1]:This field holds the employee’s home address (street, rural route or concession number).
;[Address 2|ADDRESS_LINE_2]:This is the second line of home address, used for PO Box number or special delivery instructions.
;[Address 1
This field holds the employee’s home address (street, rural route or concession number).
Address_Line_1 is a 50-character alphanumeric optional field.
At line 42 changed one line
;[Locality|LOCALITY]:Locality refers to the city, district or township name of residence.
Address 2
This is the second line of home address, used for PO Box number or special delivery instructions.
Address_Line_2 is a 50-character alphanumeric optional field.
At line 44 changed one line
;[State, Country|STATE_PROVINCE_CODE]:This is the standard abbreviation code of the state or province where the employee resides.
Locality
Locality refers to the city, district or township name of residence.
Locality is a 50-character alphanumeric optional field.
At line 46 changed one line
;[Zip Code|ZIP_POSTAL]:This field will display the mailing code.
State, Country
This is the standard abbreviation code of the state or province where the employee resides.
State_Province_Code from P2K_CM_STATE_PROVINCES is a 16-character alphanumeric mandatory field.
At line 48 changed one line
;[Tax Jurisdiction|GEO_CODE]:This field displays the GEO code of residence tax jurisdiction and is used in the payroll process for taxation purposes. Once the State code has been entered, you may only enter tax jurisdictions that are defined for that state. \\See NOTE above for functionality of this field as of the 5.05 release
Zip Code
This field will display the mailing code.
Zip_Postal is a 16-character alphanumeric optional field.
At line 54 added 4 lines
Tax Jurisdiction
This field displays the GEO code of residence tax jurisdiction and is used in the payroll process for taxation purposes.
Once the State code has been entered, you may only enter tax jurisdictions that are defined for that state.
Geo_Code from P2K_CM_TAX_JURISDICTIONS is a 16-character alphanumeric optional field.
At line 51 changed one line
;[School District|SCHOOL_DISTRICT_CODE]: For U.S. installations only: This field indicates the school district in the residence where employee pays school taxes.
School District
For U.S. installations only:
This field indicates the school district in the residence where employee pays school taxes.
School_District_Code from P2K_CM_SCHOOL_DISTRICTS is a 16-character alphanumeric optional field.
At line 54 changed 2 lines
;[Mail Address 1|MAIL_ADDRESS_LINE_1]:This field holds the employee’s mailing address (street or rural route or concession number).
;[Mail Address 2|MAIL_ADDRESS_LINE_2]:This field shows the second line of employee’s mailing address, used for PO Box number or special delivery instructions.
Mail Address 1
This field holds the employee’s mailing address (street or rural route or concession number).
Mail_Address_Line_1 is a 50-character alphanumeric optional field.
At line 57 changed 2 lines
;[City|MAIL_LOCALITY]:This field displays the city, district or township name used with the employee’s mailing address.
;[Mail State|STATE_PROVINCE_CODE]:This field shows the standard abbreviation of the state or province used with the employee’s mailing address.
Mail Address 2
This field shows the second line of employee’s mailing address, used for PO Box number or special delivery instructions.
Mail_Address_Line_2 is a 50-character alphanumeric optional field.
At line 60 changed 4 lines
;[Mail Zip|MAIL_ZIP_POSTAL]:This field will display the mailing code.
\\
----
!!Personal tab
City
This field displays the city, district or township name used with the employee’s mailing address.
Mail_Locality is a 50-character alphanumeric optional field.
At line 65 changed 2 lines
!Additional Information
;[Years Education|YEARS_EDUCATION]:This field displays the number of years of education this employee has.
Mail State
This field shows the standard abbreviation of the state or province used with the employee’s mailing address.
State_Province_Code from P2K_CM_STATE_PROVINCES is a 16-character alphanumeric optional field that.
At line 68 changed one line
;[Marital Status|MARITAL_STATUS]:This field shows the marital status of the employee. i.e. single, married etc. (not used for taxation). The Taxation Filing status will be defined on the US Pay Rules ([IPRLU]) form or CDN Pay Rules ([IPRLC]) form if your implementation includes the payroll module.
Mail Zip
This field will display the mailing code.
Mail_Zip_Postal is a 16-character alphanumeric optional field.
At line 70 changed one line
;[Date of Marriage|MARRIED_DATE]:This is the date employee was most recently married.
!!IEPI - Personal
At line 72 changed one line
;[Number of Dependants|NUMBER_DEPENDENTS]:This field indicates the number of dependants this employee has. The number of dependents is for information purposes only; they are not used for taxation purposes. This information will be defined on the US Pay Rules ([IPRLU]) form if your implementation includes the payroll module.
!Additional Information
Years Education
This field displays the number of years of education this employee has.
Years_Education is an optional field.
At line 74 changed one line
;[Citizen Status|CITIZEN_STATUS]:This field indicates the citizenship status of an employee.
Marital Status
This field shows the marital status of the employee.
i.e. single, married etc. (not used for taxation)
The Taxation Filing status will be defined on the US Pay Rules (IPRLU) form or CDN Pay Rules (IPRLC) form if your implementation includes HHRMePersonality payroll module.
Marital_Status is an optional fixed lexicon (X_MARITAL_STATUS) you may use to look up the value.
At line 76 changed one line
;[Citizenship|COUNTRY_CODE]:This field indicates the employee's country of citizenship.
Date of Marriage
This is the date employee was most recently married.
Married_Date is an optional date you may manually enter or use the calendar (F9) for any date changes that may occur.
At line 78 changed one line
;[Foreign ID|FOREIGN_CODE]:This field shows any foreign registration codes for an employee. For example - A Canadian Social Insurance Number for an American employee.
Number of Dependants
This field indicates the number of dependants this employee has.
The number of dependents is for information purposes only; they are not used for taxation purposes. This information will be defined on the US Pay Rules (IPRLU) form if your implementation includes ePersonalityHHRM payroll module.
Number_Dependents is an optional field.
At line 80 changed one line
;[Bonded Status|BONDED_STATUS]:This field indicates if the employee is bonded.
Citizen Status
This field indicates the citizenship status of an employee.
Citizen_Status is an optional fixed lexicon (X_CITIZEN_STATUS) you may use to look up the value.
At line 82 changed 2 lines
!Phone Information
;[Phone Unlisted|PHONE_UNLISTED]:This field indicates that the employee‘s home phone number is unlisted.
Citizenship
This field indicates the employee's country of citizenship.
Country_Code from P2K_CM_COUNTRIES is a 16-character alphanumeric optional field.
At line 85 changed one line
;[Phone #|PHONE_NUMBER]:This is the employee's home phone number. 3145678654 will be formatted to (314) 567-8654.
Foreign ID
This field shows any foreign registration codes for an employee.
For example - A Canadian Social Insurance Number for an American employee.
Foreign_Code is a 16-character alphanumeric optional field.
At line 87 changed one line
;[Alt Phone #|ALT_PHONE_NUMBER]:This is the employee's alternate phone number. 3145674563 will be formatted to (314) 567-4563.
Bonded Status
This field indicates if the employee is bonded.
Bonded_Status is an optional fixed lexicon (X_BONDED) you may use to look up the value.
At line 89 changed one line
;[Cellular #|CELLULAR_NUMBER]:Personal cellular or mobile phone number.
!Phone Information
Phone Unlisted
This field indicates that the employee‘s home phone number is unlisted.
Phone_Unlisted is an option toggle that you may fill manually.
At line 91 changed one line
;[Fax #|FAX_NUMBER]:This is the personal fax number for the employee. 3145678645 will be formatted to (314) 567-8645.
Phone #
This is the employee's home phone number.
3145678654 will be formatted to (314) 567-8654
Phone_Number is a 20-character optional alphanumeric field.
At line 93 changed one line
;[E-mail|EMAIL_ADDRESS(Field)]:This is the personal email address for the employee.
Alt Phone #
This is the employee's alternate phone number.
3145674563 will be formatted to (314) 567-4563
Alt_Phone_Number is a 20-character optional alphanumeric field.
At line 95 changed one line
;[Transportation|TRANSPORTATION]:This is the method of transportation the employee uses to get to work.
Cellular #
Personal cellular or mobile phone number.
Cellular_Number is a 20-character optional alphanumeric field.
At line 143 added 4 lines
Fax #
This is the personal fax number for the employee.
3145678645 will be formatted to (314) 567-8645
Fax_Number is a 20-character optional alphanumeric field.
At line 98 changed 3 lines
----
![Notes|Edit:Internal.IEPI]
[{InsertPage page='Internal.IEPI' default='Click to create a new notes page'}]
E-mail
This is the personal email address for the employee.
Email_Address is a 50-character optional alphanumeric field.
Transportation
This is the method of transportation the employee uses to get to work.
Transportation is an optional fixed lexicon (X_TRANSPORTATION) you may use to look up the value.
This page (revision-18) was last changed on 26-Nov-2021 10:22 by Karen ParrottTop