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 #

This field displays the PA which will maintain the employee contacts.

Takes Effect

The date the PA takes effect will be displayed in this field.

Change Reason

This field provides the reason for the data change.

Initiate PA

This button will allows you to initiate a Personnel Action for the employee in focus.

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

This is the surname of the contact.

First Name

This field provides the first name used by the contact.

Phone #

This is the daytime phone number for the contact.

Extn

This is the daytime extension number for the contact.

Dependent

This field indicates if this contact is a dependent of the employee.

Emerg Contact

This field indicates if this contact is an emergency contact for the employee.

Identity tab#

Salutation

Salutation is the usual form of address for the contact.

First Name

This is the first name used by the contact.

Middle Name

This is the contact's middle name or initials.

Last Name

This is the surname of the contact.

Rank

This is the name extension e.g. Jr., Sr., III, etc.

Language

Indicates the contact's language of preference for communication/correspondence.

Title

If the contact has a title, that title should be indicated here.

Gender

This field indicates whether the contact is male or female.

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

This field identifies the country that generated the employee’s government code.

Gov't 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 describes the relationship of a person to the employee or you with whom they are associated.

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

This field provides the name of the contact's employer.

Private Contact

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

If this 'Disabled Indicator' is ON, this contact is a disabled contact.

Student Indicator

If the ‘Student Indicator’ toggle is ON, this contact is a student.

Student Until

This is the date that the contact is considered to be a student.

Beneficiary

If the ‘Beneficiary’ toggle is ON, this contact is a beneficiary.

Dependent

If the ‘Dependent’ toggle is ON, this contact is a dependent.

Emergency

If the ‘Emergency’ toggle is ON, this contact is an emergency contact.

Address tab#

Primary Address#

Primary Address 1

This is the home address (street or rural route or concession #) of the contact person.

Primary Address 2

This field provides the second line of address, used for PO Box # or special delivery instructions.

City

This field refers to the city, district or township name where the contact person resides.

State/Prov

This is the standard abbreviation of the state or province of the contact’s address.

Zip/Postal

U.S.A.: Zip Code. Canada: Postal Code.

Mailing Address#

Mail Address 1

This field holds the home or business address (street or rural route or concession #).

Mail Address 2

This is the second line of address, used for PO Box # or special delivery instructions.

City

Locality refers to the city, district or township name of the mailing address.

State/Prov

This is the standard abbreviation for the state or province of the contact’s address.

Zip/Postal

U.S.A.: Zip Code. Canada: Postal Code.

Other tab#

Phone#

Phone Number

This is the daytime phone number for the contact person.

Ext.

This field holds the daytime extension number for the contact.

Alt. Phone Number

This is the alternative phone number (if applicable) for the contact.

Ext.

This field provides an alternative phone extension (if applicable) for the contact.

Cellular Number

This is the cellular, portable or mobile phone number for the contact person.

Fax Number

This field provides the facsimile number of the contact.

Email Address

This is the email address of the contact.

Web Address

If the contact has a web site, this is the address for the website.

External Retirement Id

This is a 16 character identifier for any external system.

Contact Role#

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

This is an action button which allows the user to submit the PA for review. When pressed a dialog will appear asking the user to verify the changes by pressing OK or Cancel. The status of the PA will then change to 'Submitted'.

The 'Submit PA' button will now force a SAVE on the form, if not already done.

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 #

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