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'.
- 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
- Emerg Contact
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.
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.
- 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 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'.
- 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'.
Screen captures are meant to be indicative of the concept being presented and may not reflect the current screen design.
If you have any comments or questions please email the Wiki Editor
All content © High Line Corporation