Managing Country-Specific Workforce Data

This chapter discusses how to:

Click to jump to parent topic(ARG) Providing Additional Information for Argentinean Employees

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to Provide Additional Information for Argentinean Employees

Page Name

Definition Name

Navigation

Usage

Additional Information ARG

ADDL_INFO_ARG

Workforce Administration, Job Information, Additional Information (ARG), Additional Information ARG

Enter additional employee information.

Health Benefits

ADDL_HB_ARG

Workforce Administration, Job Information, Additional Information (ARG), Health Benefits

Declare the Social Security Plan and health provider data for each employee

SIJP

ADDL_SIJP_ARG

Workforce Administration, Personal Information, Additional Information (ARG), SIJP

Manage the Integral Retirement and Pension System data required by the government of Argentina.

Click to jump to top of pageClick to jump to parent topicEntering Early Registration Code Information

Access the Additional Information ARG page (Workforce Administration, Job Information, Additional Information (ARG), Additional Information ARG).

CAT Entry Date (Clave Alta Temprana Entry Date)

Enter the date that the early registration code was assigned to the employee.

CAT ID (Clave Alta Temprana ID)

Enter the early registration code requested by the employer.

Declaring Health Provider Data

Access the Health Benefits page (Workforce Administration, Job Information, Additional Information (ARG), Health Benefits).

Social Security Plan

Social Security Code

Select the code for the employee's Social Security entity.

Social Security Plan Code

Select the plan code for the employee's Social Security entity.

SS Affiliate Number (Social Security Affiliate Number)

Enter the employee's identification number for the Social Security entity.

SS Card Expiration Date (Social Security Card Expiration Date)

Enter the expiration date of the employee's Social Security card.

Health Provider Plan

Health Provider Code

Select the code for the employee's health provider entity.

Health Provider Plan Code

Select the code for the employee's health provider plan.

HP Affiliate Number (Health Provider Affiliate Number)

Enter the employee's identification number for the health provider entity.

HP Card Expiration Date (Health Provider Card Expiration Date)

Enter the expiration date for the employee's health provider card.

Managing Integral Retirement and Pension System Data

Access the SIJP page (Workforce Administration, Personal Information, Additional Information (ARG), SIJP).

Retirement Plan

Select the employee's retirement plan. The default value is Government Retirement Plan.

AFJP Code (Administratoras de Fondos de Jubilaciones y Pensiones Code)

Select the employee's AFJP code. This field is displayed only when the value in the Retirement Plan field is Corporate Retirement Plan.

Hire Modality Code

Select the employee's Hire Modality Code value.

Employee Situation Code

Select the employee's Employee Situation Code value.

Condition Code

Select the employee's Condition Code value.

Accident Code

Select the Accident Code value.

Geographic Zone Code

Select the Geographic Zone Code.

Activity Type Code

Select the corresponding Activity Type Code.

Click to jump to parent topic(BRA) Providing Additional Information for Brazilian Employees

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicPage Used to Enter Additional Data for Brazilian Employees

Page Name

Definition Name

Navigation

Usage

Additional Information BRA

ADDL_INFO_BRA

Workforce Administration, Job Information, Additional Information BRA, Additional Information BRA, Additional Information BRA

Enter additional worker information.

National ID History

PERS_NID_HI_BRA

Workforce Administration, Job Information, Additional Information BRA, National ID History

Enter the effective dated national ID. This information is used in SEFIP reporting.

Click to jump to top of pageClick to jump to parent topicEntering Additional SEFIP Data for Brazilian Employees

Access the Additional Information BRA page (Workforce Administration, Job Information, Additional Information BRA, Additional Information BRA).

Note. If you have Global Payroll for Brazil installed, you can override the values on this page using the Payee Parameters page.

See Defining Country Data.

SEFIP Risk Level

Select the appropriate risk level for the employee's activities. The system uses this information to generate the SEFIP report and to determine the employee's retirement deduction.

Unhealthy Indicator

Select the appropriate health risk level for the employee's activities. The system uses this indicator to calculate an earning that compensates for this health risk factor.

Values are Default, Maximum Grade, Middle Grade, Minimum Grade, and Not Applicable.

Risk Indicator

Select the appropriate hazard level for the employee's activities. The system uses this indicator to calculate an earning that compensates for this hazardous factor.

Values are Applicable, Default, and Not Applicable.

Multiple Jobs

Select to specify whether this person has one or more jobs outside of this company.

Registration Number

Enter the employee's registration number. This number acts as an alternate employee ID.

Click to jump to top of pageClick to jump to parent topicManage National ID History for Brazilian Employees

Access the National ID History page (Workforce Administration, Job Information, Additional Information BRA, National ID History).

Enter a Brazilian employee's PIS and CTPS (work card) national IDs and supporting data on the Biographical Details and Regional pages of personal data. When one of these national IDs is updated in personal data, a new history record, containing the national ID as well as the additional related data found on Regional page, are entered on the National ID History page. These values can be modified or deleted on this page.

Date Created

Displays the date the national ID was entered in the system. This date is used in SEFIP reporting.

National ID Type

The national ID comes from the Biographical Details page of personal data. The national ID history only allows the CTPS (work card) and PIS values.

National ID

Displays the historical national ID number.

Issued Date

Specifies the date this ID was issued. This information comes from the Regional page of personal data. Data entered in the CTPS group box of the Regional page displays for the CTPS (work card) national ID type. The issue date for the PIS national ID type comes from the date entered in the Inscription Date field on the Regional page of personal data.

Series

Enter the work card number. This value comes from the Regional page of personal data in the CTPS group box.

State

Enter the political subdivision of the CTPS issuing agency. This value comes from the Regional page of personal data in the CTPS group box. This information is required if a CTPS number is provided.

Click to jump to parent topic(CHN) Providing Personal File Information for Chinese Employees

This section discusses how to define personal file information.

Click to jump to top of pageClick to jump to parent topicPage Used to Provide Personal File Information for Chinese Employees

Page Name

Definition Name

Navigation

Usage

Personal Information CHN

GPCN_FILE_INFO

Workforce Administration, Personal Information, Biographical, Personal Information CHN, Personal Information CHN

Define personal file information.

Click to jump to top of pageClick to jump to parent topicDefining Personal File Information

Access the Personal Information CHN page (Workforce Administration, Personal Information, Biographical, Personal Information CHN, Personal Information CHN).

File Number

Enter the employee's personal file number.

Archive Format

Specify the format of the employee's archived file information. Valid values are:

  • Film

  • No File Existing

  • Original Copy

  • Original Copy and Film

  • Original Copy, Secondary Copy

  • Original, Secondary Copy & File

  • Other

  • Secondary Copy

  • Secondary Copy and Film

Transfer In Date and Transfer Out Date

Enter the dates on which the file was transferred in and transferred out.

Target Organization

Enter the organization to which the file was transferred.

Transfer In Source

Enter the source of the file that was originally transferred in.

Transfer Out Destination

Enter the destination to which the file was transferred out.

Store Location (Original Copy)

Enter the location in which the original copy of the file is stored.

Store Location (Second Copy)

Enter the location in which the secondary copy of the file is stored.

Click to jump to parent topic(CAN) Providing Additional Information for Canadian Employees

There are a few issues that are unique to a Canadian workforce.

Note. While the Ontario Employment Equity Commission (OEEC) no longer requires employees in Ontario to complete workforce surveys, the PeopleSoft system continues to offer Ontario Employment Equity (OEE) reporting functionality.

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to Provide Additional Information for Canadian Employees

Page Name

Definition Name

Navigation

Usage

Workforce Survey Result

CAN_OEE_SURVEY

Workforce Administration, Personal Information, OEE Workforce Survey CAN, Workforce Survey Result, Workforce Survey Result

Enter OEEC workforce survey responses.

Official Languages

PERS_OFFLNG_CAN

Workforce Administration, Personal Information, OEE Workforce Survey CAN, Official Languages, Official Languages

Record employee-level information about the use of official languages. The information stored in this page is used for the Official Languages reports that you submit to the Canadian government, in accordance with the Official Languages Act.

Groups by OCC Group Report

RUNCTL_FTCANAC

Workforce Administration, Personal Information, OEE Workforce Survey CAN, Groups by OCC Group Report, Groups by OCC Group Report

Generate the OEE Groups by OCC Group report (PER103CN). The report lists the totals of active employees, within the defined area codes, employed within the date range.

Groups by Emplymt Type Rpt

RUNCTL_FTCANAC

Workforce Administration, Personal Information, OEE Workforce Survey CAN, Groups by Emplymt Type Rpt, Groups by Emplymt Type Rpt

Generate the OEE Groups by Employment Type report (PER104CN).

Groups / Jobs Filled/Vacated

RUNCTL_FTCANAC

Workforce Administration, Personal Information, OEE Workforce Survey CAN, Groups / Jobs Filled/Vacated, Groups / Jobs Filled/Vacated

Generate the OEE Groups by Jobs Filled/Vacatd report (PER106CN), which lists the totals of active employees, within the defined area codes, employed within the date range.

Workforce Survey Stats

RUNCTL_PER105CN

Workforce Administration, Personal Information, OEE Workforce Survey CAN, Workforce Survey Stats, Workforce Survey Stats

Run the OEE Work Force Survey Stats report (PER105CN). The OEE Work Force Survey Stats report lists the number of surveys received and the numbers that were completed.

Click to jump to top of pageClick to jump to parent topicEntering OEEC Workforce Survey Responses

Access the Workforce Survey Result page (Workforce Administration, Personal Information, OEE Workforce Survey CAN, Workforce Survey Result, Workforce Survey Result).

Date Survey Received

Enter the date on which the survey was received. The default is the system date, which is usually today's date. Change this date if necessary.

Completed

Select to indicate that the survey was completed.

Survey Data

Indicate whether the survey respondent is Aboriginal, Minority, Disabled, or Female.

Click to jump to top of pageClick to jump to parent topicRecording Employee-Level Information About Official Language Use

Access the Official Languages page (Workforce Administration, Personal Information, OEE Workforce Survey CAN, Official Languages, Official Languages).

Service to Public

Indicate which languages the employee uses to provide service to the public.

Language of Internal Service

Montreal, Quebec, New Brunswick, Ontario, and NCR (National Capital Region)

For the locations listed in this group box, indicate which languages the employee uses to communicate internally. Select N/A (not applicable) for those locations that don't apply.

Supervisory Communication Reqt (Supervisory Communication Required)

Montreal, Quebec, New Brunswick, Ontario, and NCR (National Capital Region)

For the locations listed in this group box, indicate which languages the employee requires for supervisory communication. Select N/A (not applicable) for those locations that don't apply.

See Also

Running Official Languages Reports

Click to jump to parent topic(CHE) Running the Company Statistics Report

The Swiss Federal Department of Statistics requires all Swiss companies to create this report every 10 years.

Click to jump to top of pageClick to jump to parent topicPage Used to Run the Company Statistics Report

Page Name

Definition Name

Navigation

Usage

Company Statistics CHE

RUNCTL_PER001_CHE

Workforce Monitoring, Company Statistics CHE, Company Statistics CHE

Run the Company Statistics report (PER001CH). This report provides information on employee wages, occupations, and other data necessary for the Company Statistics report (Betriebszaehlung).

If GP Switzerland is installed, the payroll offers two statistic reports that replace this one—the BESTA Statistics (GPCHST01.SQR) and Salary Structure Analysis (GPCHST02.SQR) reports.

See Creating the BESTA Employment Statistics Report.

Click to jump to parent topic(FRA) Providing Additional Information for French Workers

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to Provide Additional Information for French Workers

Page Name

Definition Name

Navigation

Usage

Mandates FRA

MANDATES_FRA

Workforce Administration, Job Information, Mandates FRA, Mandates FRA

Track mandate information for French workers.

Military Situation FRA

MILIT_SITUATN_FRA

Workforce Administration, Personal Information, Biographical, Military Situation FRA, Military Situation FRA

Enter worker military service information, including the branch of the armed forces in which the worker served, and the worker's ID number, grade, and reserve status.

Click to jump to top of pageClick to jump to parent topicTracking Mandate Information

Access the Mandates FRA page (Workforce Administration, Job Information, Mandates FRA, Mandates FRA).

Mandate Type

Select a mandate type.

Mandate Begin Date and Mandate End Date

Enter the mandate begin and end dates during which the worker was associated with the mandate type.

Establishment ID

Select an establishment ID.

Hours

Indicate the number of hours for the mandate, if appropriate.

Click to jump to top of pageClick to jump to parent topicEntering Worker Military Service Information

Access the Military Situation FRA page (Workforce Administration, Personal Information, Biographical, Military Situation FRA, Military Situation FRA).

Begin Date and To Date

Indicate the begin and end date for the worker's military service.

Arm

Select the arm of the military in which the worker served.

Rank, Military Number, and Position

Indicate the worker's rank, military number, and position if known.

Military Appointment, Individual Appointment, and None

Indicate if the service was the result of a military appointment, an individual appointment, or none (to indicate that the worker wasn't appointed to the position).

If the worker had a military appointment, enter additional reserve information.

Notify by Military Reserve

Enter the appropriate Notify by Military Reserve information.

Date

Enter the date of notification.

Arm in the Reserve

Enter the worker's arm in the reserve.

Rank

Enter the worker's rank.

If the worker has an individual appointment, enter additional information.

Notify by Individual Reserve

Enter the appropriate Notify by Individual Reserve information.

Date

Enter the date of notification.

Individual Position (Reserve)

Enter the worker's individual position in the reserve.

Click to jump to parent topic(NLD) Recording and Reporting Diversity Information for Dutch Workers

This section provides an overview of the diversity reporting and discusses how to:

Note. Since December 31, 2003, the SAMEN law is now longer a legislative requirement. However, PeopleSoft application maintains the functionality to allow you to track diversity in your company.

Click to jump to top of pageClick to jump to parent topicUnderstanding Diversity Reporting

If you have a Dutch workforce, you may need to track information on the national origin of an employee's birth parents. This information establishes the ethnic status of workers and provides for diversity reporting in the Netherlands.

Diversity reporting provides for equal employment opportunities for immigrant workers or their children or both. The birth country of either the employee or one of the employee's parents can be recorded for reporting to the Dutch government.

When you select a birth country for the employee's parents, you can choose only from among those countries stored in the Country Table - HR (HR_COUNTRY_DEFN) table. The system indicates if the birth country is one of the target countries stored in the Country Table - HR table. When the selected country is IDN (Indonesia), an additional category appears, which indicates an additional choice to record diversity information.

Click to jump to top of pageClick to jump to parent topicPages Used to Record and Report Diversity Information for Dutch Workers

Page Name

Definition Name

Navigation

Usage

Diversity Registration

SAMEN_NLD

Workforce Administration, Personal Information, Diversity Compliance NLD, Diversity Registration, Diversity Registration

Establish worker ethnic status to comply with diversity laws for a qualifying Dutch worker.

Diversity Reporting

RUNCTL_PER038_NL

Workforce Administration, Personal Information, Diversity Compliance NLD, Diversity Reporting, Diversity Reporting

Run the Diversiteit Rapport (Diversity Report NLD) report (PER038NL).

Click to jump to top of pageClick to jump to parent topicEstablishing a Worker's Ethnic Status

Access the Diversity Registration page (Workforce Administration, Personal Information, Diversity Compliance NLD, Diversity Registration, Diversity Registration).

Objection Registration

Select if the employee objects to being included in the diversity reporting to the Dutch government. If selected, the system won't include the employee when you generate the diversity report.

Included in Target Group

Select to include the employee in the diversity reporting to the Dutch government. This field is available for entry only when one parent comes from a target group.

Target Group - Diversity Mgmt

Birth Country

Displays the employee's birth country.

Note. The system always displays the employee's birth country and indicates if it is one of the target countries stored in the Country Table - HR table.

Father's Birth Country and Mother's Birth Country

Select the birth country of the employee's father and mother.

Category

This field appears if a birth country is IDN (Indonesia). Select one of these values to fulfill diversity requirements:

  • Former Netherlands East Indies: (born in Indonesia before December 27, 1949).

  • Incl. Law Rietkerk-uitkering: (in Register 1b, Rietkerk-uitkering law).

  • Indonesia (after 27-12-1949): (born in Indonesia after December 27, 1949).

In Target Group

The system automatically selects this check box if the birth country for the employee, employee's father, or employee's mother is one of the countries stored in the Country Table - HR table.

Click to jump to top of pageClick to jump to parent topicRunning the Diversity Report NLD Report

Access the Diversity Reporting page (Workforce Administration, Personal Information, Diversity Compliance NLD, Diversity Reporting, Diversity Reporting).

The Diversiteit Rapport (Diversity Report NLD - PER038NL) produces the required diversity statistics information. The reports lists the number of people in the workforce who were born in a target country, or one of whose parents was born in one.

Note. This report is only available in Dutch.

Click to jump to parent topic(ITA) Recording Additional Hiring Data for Italian Workers

This section discusses how to run the Matricula Book Calculation process.

Click to jump to top of pageClick to jump to parent topicPages Used to Record Additional Hiring Data for Italian Workers

Page Name

Definition Name

Navigation

Usage

Employment Categorization IT - Documents

EMPL_DOC_ITA

Workforce Administration, Job Information, Employment Categorization ITA, Documents, Documents

Record an employee's workbook code and employment eligibility, or C1 declaration code and release date.

Employment Categorization ITA - Job Letters

EMPL_JOBLTR_ITA

Workforce Administration, Job Information, Employment Categorization ITA, Job Letters, ITA Employee Job Letter

Use the Employment Categorization ITA - Job Letters page to print the hiring letter to be signed by both employee and employer on or before the first day of employment. The page displays company, labor agreement, and employee category information. Select the Print Letter check box and enter the date. Select Save to print the letter.

Employment Categorization ITA - Company Codes

EMPL_COMP_CD_ITA

Workforce Administration, Job Information, Employment Categorization ITA, Company Codes, Company Codes

Use the Employment Categorization ITA - Company Codes page to link employees with company INAIL, INPS, PREV, INPDAI, and CIA codes.

Matricula Book - Personal/Job Data

EMPL_MATR_BOOK_ITA

Workforce Administration, Job Information, Employment Categorization ITA, Matricula Book, Personal/Job Data

View or update data to be included in the Matricula book.

Matricula Book - Address Data

EMPL_MTRBKADDR_ITA

Workforce Administration, Job Information, Employment Categorization ITA, Matricula Book, Address Data

View or update Matricula book address data.

Matricula Calculation

RUNCTL_MATRBK_ITA

Workforce Administration, Job Information, Employment Categorization ITA, Matricula Calculation, Matricula Calculation

Run the Matricula Book Calc process to update the Matricula table.

Click to jump to top of pageClick to jump to parent topicRunning the Matricula Book Calculation Process

Access the Matricula Calculation page (Workforce Administration, Job Information, Employment Categorization ITA, Matricula Calculation, Matricula Calculation).

Employee Classification

Select the employee classification for this book.

Allow Retro Calculation

Select to enable retroactive calculations to capture previously lost or missed matricula data.

Last Matricula and Update

Select if you want the process to check for new matricula data only.

Click to jump to parent topic(ITA) Recording End of Employment Information for Italian Workers

This section discusses how to record employee resignation dates and normal notice periods.

Click to jump to top of pageClick to jump to parent topicPage Used to Record End of Employment Information for Italian Workers

Page Name

Definition Name

Navigation

Usage

Terms

EMPL_TERMS_ITA

Workforce Administration, Job Information, Employee Categorization ITA, Terms, Terms

Record the date on which an employee resigns from your company, and the normal notice period as required by the employee's contract.

Click to jump to top of pageClick to jump to parent topicRecording Employee Resignation Dates and Normal Notice Periods

Access the Terms page (Workforce Administration, Job Information, Employee Categorization ITA, Terms, Terms).

Notification Date

Enter the date on which the employee gave notice of intent to end the contract.

Last Day at Work

Enter the last day the employee will be at work.

Notification Start Date and Notification End Date

Enter the start and end dates of the notification (preavviso) period, that is, the period for which the employer still pays contributions after termination. If the employment is terminated by the payee and notification is to be withheld, this is the period for which the amount should be withheld.

Special Termination Bonus

Enter any bonus incentive owed to the employee.

Withhold Notification Period

Indicates whether the employee's salary is to be withheld during the period between the notification start and end dates. This is an information-only field.

Termination Carryover Item

Enter items that the employee can carry over for a termination. For example, during terminations such as a term for transfer to an affiliate, the employee and the employer can decide to "freeze" some items that can be transferred to the same employee for the new hiring process in the new affiliate company.

Termination Payment Item

Enter items that should be paid after termination.

Click to jump to parent topic(ITA) Running the Equal Opportunities Report

This section discusses how to run the Equal Opportunities report.

Click to jump to top of pageClick to jump to parent topicPage Used to Run the Equal Opportunities Report

Page Name

Definition Name

Navigation

Usage

Equal Opportunities ITA

RUNCTL_PER053

Workforce Administration, Labor Administration, Reports, Equal Opportunities ITA, Equal Opportunities ITA

Run the ITA Equal Opportunities report (PER053). This report is submitted every two years and consists of eight different tables. All companies with 100 or more employees are required to submit this report.

Click to jump to top of pageClick to jump to parent topicRunning the Equal Opportunities Report

Access the Equal Opportunities ITA page (Workforce Administration, Labor Administration, Reports, Equal Opportunities ITA, Equal Opportunities ITA).

Desired Reports

Select the Equal Opportunities report tables that you want to populate.

Table 1 (Informazioni Generali Sull'azienda)

This table contains:

  • Company and location information.

  • Total number of employees as of December 31st of the second year of the reported period.

  • Economic activity, including IVA organization codes.

  • All CCNL information that applies.

Table 2 (Informazioni generali sulle unitá nell'ambito comunale)

This table contains:

  • Location address.

  • Total number of employees at that location as of the reporting date.

  • Number of employees as of December 31st of the second year of the reported period.

Table 3 (Entrate e uscite nel biennio)

This table contains:

  • Number of employees as of December 31st of the first year of the reported period.

  • The number of hires as of December 31st of the first year of the reported period.

  • The number of terminations as of December 31st of the first year of the reported period.

  • Number of employees as of December 31st of the second year of the reported period.

Table 4 (Occupati al 31.12 del secondo anno del biennio e promozioni e assunzioni nell'anno)

Lists the number of employees in each of the following categories: dirigenti, quadri, impiegati, and operai. Within each category, the report lists the number of employees per category level.

Table 5 (Occupati al 31.12 del secondo anno del biennio per tipo contratto. CIG e aspettativa)

Lists, per contract type, the number of employees in each of the following categories: dirigenti, quadri, impiegati, and operai.

Table 6 (Elenco delle entrate, uscite e trasformazioni contratto (secondo anno del biennio))

This table contains the following information listed by category (dirigenti, quadri, impiegati, and operai):

  • Hires, including employees transferred from another location of the company, employees changed from another category, and new hires.

  • Terminations, including employees transferred to another location of the company or transferred to another category, and termination of the labor relation (pension, resignation, contract expiration, individual or collective dismissal, death, and disability).

  • Contract changes, including from Determine Period to Undetermined, from part-time to full-time, and vice versa.

Table 7 (Formazione del personale svolta nel corso del secondo anno del biennio)

This table contains the following information listed by category (dirigenti, quadri, impiegati, and operai):

  • Number of training participants.

  • Total hours of training participation per category.

Table 8 (Retribuzione annua (secondo anno del biennio) per livello e categoria professionale)

This table contains the annual gross salary amount subdivided by category (dirigenti, quadri, impiegati, and operai) and contractual level.

Productive Units

Select the productive units of the employees on whom you're reporting.

Click to jump to parent topic(USA) Managing I-9 Information

This section provides an overview of managing I-9 information and discusses how to:

Click to jump to top of pageClick to jump to parent topicUnderstanding I-9 Information Management

The Immigration and Nationality Act requires United States employers to complete and store I-9 forms. The law was modified in 2005 to allow employers to manage I-9 forms electronically. Employers may continue to process paper I-9 forms and store them in electronically or complete and retain the I-9 forms solely in electronic format.

PeopleSoft Enterprise Human Resources enables you to collect, store, and manage all I-9 information in compliance with the Immigration and Nationality Act. This includes employee self service functions to complete and submit the employee I-9 information, and functionality for the employer to complete the required employer sections of the I-9 form. The application provides components to report and process I-9 information, including notification of expiration dates, storing, printing, and archiving.

Click to jump to top of pageClick to jump to parent topicPages Used to Manage I-9 Information

Page Name

Definition Name

Navigation

Usage

I-9 Form - Employee Information and Verification

HR_I9_EE

Self Service, Personal Information, Complete and Submit I-9 Form, Employee Information and Verification

Enter employee information for the I-9 form.

I-9 Form - Preparer Notification

HR_I9_PREP_NOTE

Select one or more check boxes on the I-9 Form - Employee Information and Verification page and click the Accept button.

Notify employee that the Preparer/Translator Certification page must be completed.

I-9 Form - Perparer/Translator Certification

HR_I9_PREPARER

Click the OK button on the I–9 Form - Preparer Notification page.

This page is completed by the person who assisted the employee in the completion of the I-9 Form page. This page is displayed only if you selected one or more check boxes in the employee section of the I-9 Form page.

I-9 Form - Submit Confirmation

EO_SUBMIT_CONFIRM

This page appears after the employee and preparer or translator successfully complete required information and submit the self service I-9 form.

Notification that you have successfully submitted the employee portion of the I-9 form.

I-9 Form - Employer Review and Verification

HR_I9_ADMIN_SEC2

Workforce Administration, Personal Information, I-9 Forms, Complete/Reverify EE I-9 Form, Employer Review and Verification

Complete sections 2 and 3 of the I-9 form. These sections are completed by the employer.

I-9 Form - Updating and Reverification

HR_I9_ADMIN_SEC3

Workforce Administration, Personal Information, I-9 Forms, Complete/Reverify EE I-9 Form, Updating and Reverification

Update a completed I-9 form or request that the employee submit a new form.

Print I-9 Forms

HR_RUNCTL_I9_FORM

Workforce Administration, Personal Information, I-9 Forms, Print I-9 Forms, Print I-9 Forms

Generate the I-9 forms in PDF format.

I-9 Receipt/Expiration Report

HR_RUNCTL_I9_VERFY

Workforce Administration, Personal Information, I-9 Forms, I-9 Receipt/Expiration Report, I-9 Receipt/Expiration Report

Identify I-9 forms that require re-verification and notify administrators.

Click to jump to top of pageClick to jump to parent topicCompleting and Submitting Section 1 of the I-9 Form

Access the I-9 Form - Employee Information and Verification page (Self Service, Personal Information, Complete and Submit I-9 Form, Employee Information and Verification).

Employees use this page to complete and submit Section 1 of their I-9 forms. Employees can complete and submit more than one I-9 form. Employees cannot modify I-9 forms after submission and can view only the most recent submission.

I-9 Instructions

Click this link to open a new browser window with the I-9 form in PDF format that has instructions for completing the form.

Home Address

This information is loaded from the employee's address record.

Update Home Address

If the address information is not current, click this link to open the Home and Mailing Address page in employee self service. Edit address information and return to the employee I–9 form.

Maiden Name

This is an optional field that stores maiden name, if applicable. The field is automatically populated by the employee's name record, if available.

Citizen and Employment Verification

Select the option for your eligibility type. You must select one of these options.

Alien #

Enter your lawful Permanent Resident alien number. This field is mandatory if you select the Permanent Resident eligibility type.

Alien Authorization Date

Enter the date until which you are authorized to work. This field is mandatory if you select the Alien eligibility type.

Alien # or Admission #

Enter your assigned number. This field is mandatory if you select the Alien eligibility type.

Minor and Special Placement Details

Select the appropriate check boxes. You can select more than one check box, if applicable. If you select any check box in this section, the preparer or translator must complete the Preparer/Translator page before submitting the form.

Submitting the Form

Accept

Click this button to save and submit this form, trigger appropriate workflow notifications to the administrator, and generate the confirmation page.

Click to jump to top of pageClick to jump to parent topicCompleting the Preparer/Translator Certification

Access the I-9 Form - Preparer/Translator Certification page (select one or more check boxes on the I-9 Form - Employee Information and Verification page and click the Accept button; then click the OK button on the I–9 Form - Preparer Notification page).

Preparer's Name

Enter the preparer's name in this field. This field is required.

Preparer's Address, City, Stateand Zip

Enter the preparer's address in these fields. These fields are required.

This message appears after you complete and successfully submit all of the required I-9 Form information.

Click to jump to top of pageClick to jump to parent topicCompleting Sections 2 and 3 of the I-9 Form

After the employee has completed and submitted the I-9 form, the employer completes the remaining sections.

Access the I-9 Form - Employer Review and Verification page (Workforce Administration, Personal Information, I-9 Forms, Complete/Reverify EE I-9 Form, Employer Review and Verification).

This page is automatically configured depending on employee entries on the form:

Document Verification

I-9 Instructions

Click this link to open a new browser window that contains the I-9 form with instructions in PDF format.

List A or List B AND List C

Select the option that corresponds to the type of citizenship document provided by the employee. You must select either List A or List B AND List C and enter the information. If List A is chosen, at least one of the two document number fields is required. These options are mutually exclusive; after you select one, the fields associated with the other are grayed out.

Document Title

Record the type of documentation provided by the employee. There are separate fields for each document type (A, B and C).

Issuing Authority

Enter the name of the agency that issued the document.

Receipt

Select this check box to indicate that the employee has applied for the document. The default setting is deselected, which hides the Receipt Document Number field and corresponding Expiration Date field. When the Receipt check box is selected, the Receipt Document Number and Exp Date (if any) fields are visible. After you save this page you cannot deselect this check box.

Receipt Doc Nbr (receipt document number)

Enter the receipt number of the documentation application. The receipt document number may be different from the actual document number.

This field appears only if the Receipt check box is selected.

Exp Date (if any)

Optional field to record the expiration date, if any, of the receipt document entered.

Document Number

Enter the number of the actual document.

Exp Date (if any)

Optional field to record the expiration date, if any, of the document entered.

Employer Representative Details

Employer Rep's Name (employer representative's name)

This field is populated with the name of the administrator who is submitting the data.

Title

This field is populated with the job title of the administrator who is submitting the data.

Address

These fields are populated with the current company address.

Accept

Click this button to save the information you entered.

Click to jump to top of pageClick to jump to parent topicUpdating or Requesting a New I-9 Form

Access the I-9 Form - Updating and Reverification page (Workforce Administration, Personal Information, I-9 Forms, Complete/Reverify EE I-9 Form, Updating and Reverification).

HR Administrators use this page to view completed I-9 documentation and enter additional information, if applicable. If an employee is rehired within three years of termination, or if the original document has expired, employers may reverify or update the original I-9 after it is submitted. An I-9 form can only be updated or reverified one time (including receipt and actual documentation).

If new information needs to be entered and actual documentation information already exists, all fields will be display only and the employee and employer must complete a new I-9 form. The administrator can send an email notification to the employee requesting a new I-9 form from this page. The administrator is able to view all forms completed by employees, including history.

The employer is not allowed to make any changes to the form after it is saved unless the Receipt check box is selected. In this case, you can enter the actual information for the specific document that was flagged as Receipt, but only the Document Number and Expiration Date fields. The entry in the Document Title field cannot be changed. After the additional field entries are completed and the form is saved, the Receipt check box and Receipt Document Number field are grayed out and cannot be edited.

Updating and Reverification

I-9 Instructions

Click this link to open an I-9 form in PDF format that includes instructions for completion.

New Name

This field is automatically populated by the employee's current name if it is different from the name initially saved on the form.

Date of Rehire

The most current rehire date appears by default in this field if it exists.

Current Employment Eligibility

Document Title

Enter the type of documentation being reverified or updated.

Receipt

Select this check box to indicate that the employee has applied for the reverified or updated document. The default setting is deselected, which hides the Receipt Document Number field and corresponding Expiration Date field. When the Receipt check box is selected, the Receipt Document Number and Expiration Date fields are visible. After you save this page you cannot deselect this check box.

Receipt Document Number

Enter the receipt number for the document application receipt.

Document Number

Enter the actual document number.

Exp. Date (if any)

Use this optional field to record the expiration date, if any, of the document entered.

Accept

Click this button to save the form.

Select

Click this button to send an email notification to the employee requesting a new I-9 form.

Click to jump to top of pageClick to jump to parent topicPrinting I-9 Forms

Access the Print I-9 Forms page (Workforce Administration, Personal Information, I-9 Forms, Print I-9 Forms, Print I-9 Forms).

From Date and Thru Date

Use these fields to determine effective dates to extract when running the report. Both fields are required.

By Company or By Employee

Run the report using one of these options. Use the lookup icon to enter a company code or an employee ID.

Click to jump to top of pageClick to jump to parent topicRunning the I-9 Receipt/Expiration Report

Access the I-9 Receipt/Expiration Report page (Workforce Administration, Personal Information, I-9 Forms, I-9 Receipt/Expiration Report, I-9 Receipt/Expiration Report).

From Date and Thru Date

Use these fields to define the effective dates for the report. Both fields are required.

Company

This is an optional field. Entering a value will limit the report output to employees for a specific company as of the date that the employee submitted the I-9 form.

Expired Documents

Select this check box to have the report list I-9 forms with expiration dates within the specified date range.

Application Update Needed

If selected, the process will find all documents that have a Receipt check box selected and that do not have corresponding actual data saved. The process compares the I-9 submission date with the date range and includes all employees whose I-9 date plus 90 days is within the date range.

Note. You must select either the Expired Documents or the Application Update Needed check box to run the report.

Add into Worklist

Select this check box to have the administrator receive a worklist entry for each employee form listed in the report.

Click to jump to top of pageClick to jump to parent topicArchiving I-9 Data

See Enterprise PeopleTools PeopleBook: Data Management, "Using PeopleSoft Data Archive Manager."

Click to jump to parent topic(USA) Determining U.S. Residency Status for Foreign Nationals

This section discusses how to run the Substantial Presence test.

Click to jump to top of pageClick to jump to parent topicPage Used to Determine U.S. Residency Status for Foreign Nationals

Page Name

Definition Name

Navigation

Usage

Employee Presence Test USA

PRESENCE_TEST

Workforce Administration, Personal Information, Citizenship, Employee Presence Test USA, Employee Presence Test USA

Run the Substantial Presence test to determine if alien employees are considered U.S. residents for tax purposes for a particular calendar year.

Click to jump to top of pageClick to jump to parent topicRunning the Substantial Presence Test

Access the Employee Presence Test USA page (Workforce Administration, Personal Information, Citizenship, Employee Presence Test USA, Employee Presence Test USA).

Under this test, a foreign national is considered a resident for tax purposes if the person is present in the U.S. at least 31 days in the current year and 183 days during the current year and the two preceding years, as determined under a weighted formula.

Nonresident aliens may make a special election to be treated as residents for the first year in which they are present in the U.S. This election is subject to several restrictions, one of which is that the nonresident alien must satisfy the Substantial Presence test in the year following the election.

Rules that govern which days don't count towards an employee's Substantial Presence test appear in the Do not count days in which the employee was group box. This test is only valid for current or previous years.

Calendar Information

Calendar Year

Enter the appropriate calendar year.

Days Present in Calendar Year, Days Present in First Prior Year, and Days Present in Second Prior Year

Enter the number of days present in the current year, the previous year, and the year previous to that.

The actual days present in the first prior year equal 1/3 of 365 minus the value in the Days Present in First Prior Year field. The actual days present in the second prior year equal 1/6 of 365 minus the value in the Days Present in Second Prior Year field.

For example, enter the number of days present in 1998, followed by the number of days present in 1997, followed by the number of days present in 1996.

The Total Days Used in Presence Test field automatically displays the total number of days after all of the previous fields are completed.

Note. If you are entering Substantial Presence test information for multiple years, the First Prior Year and Second Prior Year fields are based on the prior year information.

Visa Information

If the employee has a visa or permit, this group box provides information about the visa or permit.

Substantial Presence Test

Alien Registration "Green" Card

Select if the employee has been issued an alien registration card, or green card. If you select this check box, the Substantial Presence test isn't necessary; the employee is considered a U.S. resident for tax purposes.

31 Days in Calendar Year

This check box is automatically selected if the employee has been present 31 days in a calendar year.

Perform Presence Test

Click to see if the employee passed the Substantial Presence test. The system calculates the total number of days present and selects either the Passed 183 Day Test or Did Not Pass 183 Day Test option.

In the 183 Day Test calculation, the system uses 100 percent of the days present in the calendar year.