Changing Person Type Usage and Deleting OAB Person Type Usage

Use the Person Type Usage window to manually change person type usage. You do this when you want to change someone's person type to another user person type for the same system person type.

For example, you may have two user person types for the system person type of employee. These could be Student Placement, and Permanent Employee. If you wanted to change one of your employees from a Student Placement to a Permanent Employee, you would use this window. This change is datetracked for HR person types.

See: Person Types

The user person types shown on the Person Type Usage window are displayed in the Type field on the People window. OAB person types are usually automatically linked to a person when an event occurs in benefits administration, however there may be special occasions where you would want to amend them manually.

arrow icon   To change a person type usage:

  1. Select the new user person type and choose Correction or Update in the displayed dialogue box. For an OAB person type you have the Correction option only.

  2. Save you work.

arrow icon   To delete an OAB person type usage:

  1. Set the effective date to the date on which you want the usage to end.

  2. Select the user person type you want to delete and select Delete.

    Note: You can delete all records that use OAB person types except for those that use the person type Retiree, as this can only be maintained by the system. For a list of OAB person types, seeOAB Person Types

  3. Choose the End date or Purge button and save your work.

    If the amendments you have made mean that changes must be made to any benefit assignments, you must make these manually.