This page (revision-11) was last changed on 26-Nov-2021 10:22 by lurtan

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

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Page References

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PEEI
PEEI

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At line 2 changed one line
!!!Maintain Employment Info(Using PA's)
!!!MAINTAIN EMPLOYMENT INFO (USING PA'S)
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The Maintain Employee Contacts screen allows you to maintain employee contacts using a personnel action.
The Maintain Employment Info screen allows you to maintain employment information using a personnel action.
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Maintain Employee Contacts data is stored in the [P2K_SA_PERSONNEL_ACTIONS], [P2K_HR_CONTACTS] and [P2K_HR_CONTACT_ROLES] tables.
Maintain Employment Info data is stored in the [P2K_SA_PERSONNEL_ACTIONS] and [P2K_HR_EMPLOYMENTS] tables.
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;[PA #|PA_NUMBER]:This field displays the PA which will maintain the employee contacts.
;[PA #|PA_NUMBER]:This field displays the PA which will maintain the employment information.
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!Employee Contact Information
;[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]:
;[Emerg Contact|DRV_EMERGENCY]:
;[Entity|ENTITY_CODE]:This field displays the entity that the employee is currently in.
;[Employment Type|EMPLOYMENT_TYPE]:This field describes the type of relationship which the employee has with the organization.
;[Hire Date|HIRE_DATE]:The hire date is the date that the employment agreement or period of employment commences.
;[Termination Date|TERMINATION_DATE]:This field shows the last day of the employee’s relationship with the organization.
;[Termination Reason|TERMINATION_CODE]:This field defines the termination code that identifies the reason for the termination.
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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.
!Service
;[Hiring Sequence|HIRE_SEQUENCE]:When more than one employee is hired on the same date, it may be necessary to assign a sequential number to each employee for seniority purposes.
;[Original Hire Date|ORIGINAL_HIRE_DATE]:This field will display the earliest date an employee ever worked for this or any related organization.
;[Seniority Date|SENIORITY_DATE]:This date is used to calculate the length of service for seniority purposes, and/or benefit and leave entitlements, and pension calculations.
;[First Work Date|FIRST_WORK_DATE]:This field displays the first work date will automatically be set at the time an employee's first pay is closed.
;[Last Work Date|LAST_WORK_DATE]:This field displays the date an employee last performs duties and/or attends the work place for the current period of employment.
;[Income Guarantee|INCOME_GUARANTEE]:This field shows the percentage of disposable income that is guaranteed to an employee.
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!!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.
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!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.
!Termination
;[Rehire Status|REHIRE_STATUS]:This field indicates whether a terminated or laid off employee would be rehired or recalled.
;[Expected Return|EXPECTED_RETURN_DATE]:This date is used with the rehire status to indicate the expected date of a future rehire. For Canadian installations: This date is used on the Record of Employment (ROE) when an employee is laid off, in conjunction with the Date Expected Back field to indicate an intention to recall them.
;[ROE Status|ROE_STATUS]:This field indicates whether an ROE (or a duplicate) is required, requested or issued.
;[ROE Issued|ROE_ISSUED_DATE]:This field shows the date the ROE was issued or re-issued.
;[ROE Comments|ROE_COMMENTS]:Any text entered here will be placed in the comments section of the ROE report.
;[ROE Letter|ROE_LETTER]:This field indicates the ROE letter provided by the Government of Canada that will be used for the ROE based on the termination reason.
\\
;[Submit PA|ACT_SUBMIT_PA]:
;:[{InsertPage page='ACT_SUBMIT_PA'}]
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!!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]: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.
;[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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!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]:This is an action button which allows you to submit the PA for review. When pressed a dialog will appear asking you to verify the changes by pressing OK or Cancel. The status of the PA will then change to 'Submitted'.
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;[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'.
[{If var='loginstatus' contains 'authenticated'
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![Discussion|Edit:Internal.PECT]
[{InsertPage page='Internal.PECT' default='Click to create a new discussion page'}]
}]
[cleanup]
![Notes|Edit:Internal.PEEI]
[{InsertPage page='Internal.PEEI' default='Click to create a new notes page'}]
This page (revision-11) was last changed on 26-Nov-2021 10:22 by lurtanTop