Entering Additional Personal Information (People Window)

Optionally, you can enter additional information for people in the tabbed regions of the People window described in the following steps.

arrow icon   To enter office information for a new hire, an existing employee, or contingent worker:

  1. Choose the Office Details tabbed region.

  2. Enter the office number.

  3. Enter the internal location of this office.

  4. Enter the office identifier for internal mail.

  5. Enter the person's e-mail address.

  6. In the Mail To field, select Home or Office to indicate the person's preferred mail destination.

  7. Enter the secondary e-mail address.

  8. Enter the E-Post address, for mailing the pay slips to employees.

  9. Enter the speed dial number, such as an employee's extension or mobile phone number.

arrow icon   To enter information for an applicant:

  1. Choose the Applicant tabbed region.

  2. If the applicant's resume is on file, check the Exists check box.

  3. If the applicant's resume is on file, select the date indicating when the resume was last updated.

  4. Select a final date a file is to be maintained for this applicant.

arrow icon   To enter further name information:

  1. Choose the Further Name tabbed region.

  2. Enter one or more honors or degrees (BA, MBA, or JD, for example) that the person has earned.

  3. Enter the name (perhaps a nickname) by which the person prefers to be known.

  4. If the person was previously known by a different name, enter the previous last name.

arrow icon   To enter other information for a person:

  1. Choose the Other tabbed region.

  2. Select the type of schedule in the Availability/Schedule field; for example, the days of the week your employee works.

  3. Enter the person's current full time/part time availability to work with your company.

  4. Select the language the person prefers for correspondence. For example, select German if the person prefers to correspond or receive company information such as terms of pension plan in German.

    Note: The Correspondence Language list includes languages in the FND_LANGUAGES table. This table contains the languages that Oracle National Language Support Runtime Library (Oracle NLSRTL) supports. Check with your System Administrator for information on NLSRTL supported languages.

  5. If the person has died, enter the date of death.

    Date of death defaults to the person's termination date if:

  6. Select the current student status, if the person is a student.

  7. In the Date Last Verified field, you can enter the date the person last checked this personal information for accuracy.

  8. Select the mother tongue of the person.

  9. Check the Military Service check box if the person is employed in a military service.

    The value of this field can impact benefits calculations.

  10. Check the Second Passport Exists check box if the person possesses multiple passports.

arrow icon   To enter benefits information:

  1. Choose the Benefits tabbed region.

    Note: All fields in the Benefits tabbed region are optional. Most can help to determine plan eligibility or rates.

    Note: If necessary, you can add the Benefits Tab to the People window. Query the BEN_MANAGER menu in the Menus window and add the HR View Benefits function to the menu.

  2. Enter a benefit group for your employee or applicant. Benefit groups help determine a person's eligibility for a plan or set benefit rates. For example, benefit groups can address mergers and acquisitions where eligibility is complicated, or assist in grandfathering a person into a very old plan.

  3. Enter the date you received the death certificate of a deceased employee. You can enter this only after you have entered the date of death in the Other Information region. The receipt of the death certificate must be after or equal to the date of death.

  4. Enter an adjusted service date for your employee. Benefits can use this date, rather than the date first hired, to determine the length of service for eligibility, enrollment, and rates. The adjusted service date can credit service for former employers, grandfathered benefits, or in the case of mergers and acquisitions.

  5. Change the date first hired. For employees who have previously worked for your enterprise, the Date First Hired field displays the start date of the employee's earliest, previous period of service. This date must be on or before the start date of the earliest period of service.

  6. Check the Other Coverage check box, if the employee or applicant has externally provided coverage.

  7. Check the Voluntary Service check box, if your employee or applicant is volunteering, for example as a missionary.

  8. Change the retirement date, if required. By default, the application calculates the retirement date by adding 65 years to the employee's date of birth.

arrow icon   To enter qualification information:

  1. Choose the Qualification tabbed region.

  2. Enter the employee's most recent educational qualification.

  3. Select the level of education; for example, primary level of education or second stage of tertiary education.

  4. Select the field of education; for example, science or agriculture.

    You use the educational qualification as a basis for salary increment as well as to evaluate the employee's overall eligibility to the job. You also use this information for statutory reporting.

    Note: You can also enter the qualification information through the Qualifications window. See: Entering Qualifications

arrow icon   To enter trade union information:

You enter the trade union information to deduct the union dues from the employee's net salary. The information you enter here overrides the information entered for the trade union organization.

See: Entering Trade Union Information

  1. Choose the Trade Union tabbed region.

  2. Select the trade union name.

  3. Enter the membership number.

  4. Select the payment mode that is applicable to the trade union rules of which the employee is a member.

  5. Enter the fixed amount or percentage, depending on the payment mode you selected.

  6. Enter the membership start and end dates. You use this information while reporting membership details to the respective trade union.

arrow icon   To enter pension insurance information:

  1. Choose the Pension Information tabbed region.

  2. Select the pension insurance policy joining date.

  3. Select the user pension insurance type. The user pension insurance type supplies the pension insurance number and pension insurance type.

  4. Select the pension insurance group, if applicable, to the selected pension insurance.

  5. Enter the planned retirement age.

  6. Enter the termination date for terminated policies or for long-term absences to suspend pension insurance contributions during the absence.

  7. Select the reason for termination or for a long-term absence.