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6 26-Nov-2021 10:22 5 KB jmyers to previous | to last EMAIL_ADDRESS ==> EMAIL_ADDRESS(Disambiguation)
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[{TableOfContents }]
!!!Maintain Employee Contacts (Using PA's)
The Maintain Employee Contacts screen allows you to maintain employee contacts using a personnel action.
Maintain Employee Contacts data is stored in the [P2K_SA_PERSONNEL_ACTIONS], [P2K_HR_CONTACTS] and [P2K_HR_CONTACT_ROLES] tables.
!Personnel Action Request
;[PA #|PA_NUMBER]:This field displays the PA which will maintain the employee contacts.
;[Takes Effect|PA_EFFECTIVE_DATE]:The date the PA takes effect will be displayed in this field.
;[Change Reason|CHANGE_CODE]:This field provides the reason for the data change.
;[Initiate PA|ACT_INITIATE_PA]:This button will allows you to initiate a Personnel Action for the employee in focus.
;[Cancel PA|ACT_CANCEL_PA]:This button allows you to cancel the PA by pressing this button, once pressed the status will change to 'Cancelled'.
!Contacts
;[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.
;[Dependent|DRV_DEPENDENT]:This field indicates if this contact is a dependent of the employee.
;[Emerg Contact|DRV_EMERGENCY]:This field indicates if this contact is an emergency contact for the employee.
!!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]: If this 'Disabled Indicator' is ON, this contact is a disabled contact.
;[Student Indicator|STUDENT_INDICATOR]:If the ‘Student Indicator’ toggle is ON, this contact is a student.
;[Student Until|STUDENT_UNTIL]:This is the date that the contact is considered to be a student.
;[Beneficiary|BENEFICIARY_INDICATOR]:If the ‘Beneficiary’ toggle is ON, this contact is a beneficiary.
;[Dependent|DEPENDENT_INDICATOR]:If the ‘Dependent’ toggle is ON, this contact is a dependent.
;[Emergency|EMERGENCY_INDICATOR]:If the ‘Emergency’ toggle is ON, this contact is an emergency contact.
!!Address tab
!Primary Address
;[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.
!Mailing Address
;[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.
!!Other tab
!Phone
;[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.
;[External Retirement Id|EXTERNAL_RETIREMENT_ID]:This is a 16 character identifier for any external system.
!Contact Role
;[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.
\\ \\
;[Submit PA|ACT_SUBMIT_PA]:
;:[{InsertPage page='ACT_SUBMIT_PA'}]
;[Process PA|ACT_PROCESS_PA]:This is an action button which will update the employee's records with the changed detail of the PA. The status of the PA will be updated to 'Completed'.
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![Notes|Edit:Internal.PECT]
[{InsertPage page='Internal.PECT' default='Click to create a new notes page'}]
!!Sorry, this page has not yet been created
This page (revision-14) was last changed on 26-Nov-2021 10:22 by lurtanTop