MAINTAIN PERSONAL INFO (USING PA'S)#
The Maintain Personal Info screen allows you to maintain personal information using a personnel action.
Maintain Personal Info data is stored in the P2K_SA_PERSONNEL_ACTIONS, P2K_HR_IDENTITIES and P2K_HR_PERSONALS tables.
Personnel Action Request#
- PA #
- This field displays the PA which will maintain the identity information.
- Takes Effect
- The date the PA takes effect will be displayed in this field.
- New Effect
- This field displays the new date that the change is effective.
- 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'.
Personal Information#
- Language
- This field shows the employee's communication language of preference. For Canadian Installations: This data is used for producing forms and documents in the employee's language of preference. English will default.
- Alt Language
- This field identifies any secondary language in which the employee is fluent.
- Ethnicity
- For U.S. Installations: The ethnic code (or race of an employee) is used for Equal Employment Opportunity and Affirmative Action reporting. For Canadian Installations: Ethnic origin of an employee is used for Employment Equity reporting.
- Veteran Status
- U.S. Installations: This field indicates the employee is to be reported on the U.S. Veterans’ Report under this veteran category.
- Challenged
- Indicates an employee is physically or mentally challenged. U.S. Installations: An employee who is a ‘qualified individual with a disability’ under the Americans with Disabilities Act. For Canadian Installations: An employee who wishes to be considered a ‘person with disabilities’ under the Employment Equity Act 1995.
Address tab#
Primary#
- Address 1
- This field holds the employee’s home address (street, rural route or concession number).
- Address 2
- This is the second line of home address, used for PO Box number or special delivery instructions.
- City
- Locality refers to the city, district or township name of residence.
- State, Country
- This is the standard abbreviation code of the state or province where the employee resides.
- Zip Code
- This field will display the mailing code.
- Tax Jurisdiction
- This field displays the GEO code of residence tax jurisdiction and is used in the payroll process for taxation purposes. Once the State code has been entered, you may only enter tax jurisdictions that are defined for that state.
- School District
- For U.S. installations only: This field indicates the school district in the residence where employee pays school taxes.
Mailing Address #
- Mail Address 1
- This field holds the employee’s mailing address (street or rural route or concession number).
- Mail Address 2
- This field shows the second line of employee’s mailing address, used for PO Box number or special delivery instructions.
- City
- This field displays the city, district or township name used with the employee’s mailing address.
- Mail State
- This field shows the standard abbreviation of the state or province used with the employee’s mailing address.
- Mail Zip
- This field will display the mailing code.
Personal tab#
Additional Information#
- Years Education
- This field displays the number of years of education this employee has.
- Marital Status
- This field shows the marital status of the employee. i.e. single, married etc. (not used for taxation). The Taxation Filing status will be defined on the US Pay Rules (IPRLU) form or CDN Pay Rules (IPRLC) form if your implementation includes the payroll module.
- Date of Marriage
- This is the date employee was most recently married.
- Number of Dependants
- This field indicates the number of dependants this employee has. The number of dependents is for information purposes only; they are not used for taxation purposes. This information will be defined on the US Pay Rules (IPRLU) form if your implementation includes the payroll module.
- Citizen Status
- This field indicates the citizenship status of an employee.
- Citizenship
- This field indicates the employee's country of citizenship.
- Foreign ID
- This field shows any foreign registration codes for an employee. For example - A Canadian Social Insurance Number for an American employee.
- Bonded Status
- This field indicates if the employee is bonded.
Phone Information#
- Phone Unlisted
- This field indicates that the employee‘s home phone number is unlisted.
- Phone #
- This is the employee's home phone number. 3145678654 will be formatted to (314) 567-8654.
- Alt Phone #
- This is the employee's alternate phone number. 3145674563 will be formatted to (314) 567-4563.
- Cellular #
- Personal cellular or mobile phone number.
- Fax #
- This is the personal fax number for the employee. 3145678645 will be formatted to (314) 567-8645.
- This is the personal email address for the employee.
- Transportation
- This is the method of transportation the employee uses to get to work.
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'.
