[{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'. ---- ![Notes|Edit:Internal.PECT] [{InsertPage page='Internal.PECT' default='Click to create a new notes page'}]