PeopleSoft HCM 9.1 Application Fundamentals PeopleBook

Setting Up Personal Information Foundation Tables

This chapter discusses how to:

Define citizen status codes.
Define national ID types.
Set up additional name information.
Define address types.

Defining Citizen Status Codes

To define citizen status codes, use the Citizen Status component (CITIZEN_STATUS).

This section discusses how to define citizenship statuses.

Page Used to Define Citizenship Statuses

Page Name	Definition Name	Navigation	Usage
Citizen Status	CITIZEN_STATUS	Set Up HRMS, Foundation Tables, Personal, Citizen Status, Citizen Status	Define the citizenship statuses you'll need to track for various countries. For example, you may need to distinguish between a native, a naturalized citizen, or a permanent resident of a particular country.

Defining Citizenship Statuses

Access the Citizen Status page (Set Up HRMS, Foundation Tables, Personal, Citizen Status, Citizen Status).

Country

The system displays the country code you entered to access the page. Define citizenship status codes for this country.

Status

Enter the citizenship status code that you want to define. Enter as many citizenship codes as needed.

Defining National ID Types

To define national ID types, use the National ID Type component (NID_TYPE_TABLE).

This section discusses how to assign a national ID type to a country code.

Page Used to Define National ID Type

Page Name	Definition Name	Navigation	Usage
National ID Type	NID_TYPE_TABLE	Set Up HRMS, Foundation Tables, Personal, National ID Type, National ID Type	Assign a national ID type to a country code and provide a default or a dummy national ID for a country to use when a person or applicant ID is unavailable.

Assigning a National ID Type to a Country Code

Access the National ID Type page (Set Up HRMS, Foundation Tables, Personal, National ID Type, National ID Type).

All countries track some form of national ID for payroll, identification, or benefits purposes. For example, German workers are assigned a Social Insurance number, UK workers have a National Insurance number, and U.S. workers have a Social Security number. Each type of national ID has unique formatting requirements.

When you select a country code on any global page where you are entering a national ID, the system refers to the information defined on this page to enter a default national ID type (if selected) or to ensure that you select a valid one. The system also validates the national ID you enter against the format you specify here. If you don't enter the correct number of digits or letters for a country's national ID, the system displays a warning message.

For example, when you enter national ID information for a new American person on the Biographical Details page the system uses the information set up on the National ID Type Table page to determine the valid national ID types for USA and enters PR as the default. It will validate the data you enter to make sure it matches the specific value types you set up for the National ID Type Format and format the data entered, if necessary. In this example, the system will reformat an entry of 999999999 to 999–99–9999.

Note. Application pages containing the National ID field perform an additional system check to determine the proper display by referring to the User Defined File (UDF) format. Specify these formats in PeopleSoft Application Designer.

Note. The PeopleSoft application delivers the National ID Type table with the proper types for the supported countries.

Note. (GBR) Use the NID Prefix GBR page to define valid national insurance prefixes. The Inland Revenue requires that employers' year-end reporting contain valid national insurance prefixes only.

See (GBR) Setting Up National Insurance Prefixes for the U.K..

Note. (CAN and USA) The delivered proper national ID type for Canada and the United States is PR (which corresponds to the Canadian Social Insurance Number and the American Social Security Number, respectively). You cannot delete this value because it is required for payroll processing.

Note. (DEU and JPN) Users in Germany and Japan aren't required to enter national ID data for workers, so PeopleSoft created a default value of NO .

NID Type (national ID type)	Enter the types of national IDs you will use to identify people (for example, employees, dependents, and applicants). If you do not require a national ID type for a country, create a value of NO and leave the National ID Format field blank. National ID Type is often a required field on other PeopleSoft HCM pages and this gives you a value to enter for individuals from this particular country.
Default	Select to have the system use this NID Type as the default national ID type for individuals from this country. You do not have to designate a default national ID type for a country but without a designated default users will need to specify a type every time they enter a national ID in the system.
National ID Format	Indicate the default format for the national ID. Use the following values: X or Z when the user can enter an alphanumeric or blank value. A and any lower case letter when the user must enter a letter. 9 when the user must enter a numeric value. If you leave this field blank, users can enter any value (or no value at all) for this national ID type. Note. In addition to the general formatting you set up here, PeopleCode record logic performs special data validation on BEL, BRA, CAN, CHE, FRA, GBR, MEX, NLD, USA, DEU, ESP, MYS, and ITA national IDs. Note. (USA) When reporting to U. S. federal government agencies, PeopleSoft Payroll for North America converts the default for missing or unknown Social Security numbers to the format required by the agency.
NID as Stored (national ID as stored)	Shows how the NID is stored in the system. Match this value to the field display formats in the Application Designer.

Setting Up Additional Name Information

To set up additional name information, use the Name Format Types component (NAME_FORMAT_TBL), Name Type component (NAME_TYPE_TBL), Name Prefix component (NAME_PREFIX_TABLE), Name Suffix component (NAME_SUFFIX_TABLE), Royal Name Prefix component (NM_ROYAL_PREF), Name Royal Suffix (NM_ROYAL_SUFF), and Name Title component (TITLE).

This section provides an overview of additional name information and discusses how to:

Enter name types.
Enter name prefixes.
Enter name suffixes.
Define royal name prefixes.
Define royal name suffixes.

Understanding Additional Name Information

Whether you're managing a global workforce or a workforce in a single country, you'll need to track a variety of names and titles as part of your records. With the Name Prefix, Name Suffix, Royal Name Prefix, Royal Name Suffix, and Title tables, you can define standard name prefixes like Mr. or Mrs. or Mdme. and Mssr., and suffixes like Jr. and Sr.

If you're managing a European workforce, you can track additional standard naming conventions for Germany and the Netherlands, such as the royal name prefix von for German workers. You can also track formal titles such as professor, doctor, or count. These tables provide you with a flexible method for tracking a wide variety of naming conventions in your human resources system.

Pages Used to Set Up Additional Name Information

Page Name	Definition Name	Navigation	Usage
Name Format Tbl	NAME_FORMAT_TBL	Set Up HRMS, Foundation Tables, Personal, Name Format Types, Name Format Tbl	Define name format types to use on name pages throughout HCM.
Name Type	NAME_TYPE_TBL	Set Up HRMS, Foundation Tables, Personal, Name Type, Name Type	Define name types and the order in which they are available.
Name Prefix	NAME_PREFIX_TABLE	Set Up HRMS, Foundation Tables, Personal, Name Prefix, Name Prefix	Enter name prefixes that you'll use when you record name information.
Name Suffix	NAME_SUFFIX_TABLE	Set Up HRMS, Foundation Tables, Personal, Name Suffix, Name Suffix	Enter name suffixes to use to record name information.
Royal Name Prefix	NM_ROYAL_PREFIX	Set Up HRMS, Foundation Tables, Personal, Royal Name Prefix, Royal Name Prefix	Enter royal prefixes and descriptions. Royal Name Prefix codes are used primarily for Germany and the Netherlands. When you enter names for workers in the Personal Data pages, you can reference these standard name prefixes.
Royal Name Suffix	NM_ROYAL_SUFFIX	Set Up HRMS, Foundation Tables, Personal, Royal Name Suffix, Royal Name Suffix	Define royal suffixes. The Royal Name Suffix application is used only by Germany and prompts with DUEVO standards. When you enter names in the Personal Data pages, you can reference these standard Royal Name Suffixes.
Name Title	TITLE_TBL	Set Up HRMS, Foundation Tables, Personal, Name Title, Name Title	Enter titles for use with names. Track standard titles—from professor to mijnheer —for names in your human resources system.

Entering Name Types

Access the Name Type page (Set Up HRMS, Foundation Tables, Personal, Name Type, Name Type).

Order by

Enter the order in which the system should make this name type available.

Name Type CD (name type code), Name Type, and Short Name

Enter a code for the name type, the full name type name, and a short version of the name type.

Note. You cannot edit the Primary and Preferred name types because they are system data.

Entering Name Prefixes

Access the Name Prefix page (Set Up HRMS, Foundation Tables, Personal, Name Prefix, Name Prefix ).

Name Prefix

Enter the name prefix you want to add. When you enter names for people in the Personal Data pages, you can reference these standard name prefixes.

The system displays the prefixes you enter here as part of the person's name.

Note. Name prefixes aren't effective-dated, nor do they have a status associated with them.

Entering Name Suffixes

Access the Name Suffix page (Set Up HRMS, Foundation Tables, Personal, Name Suffix, Name Suffix ).

Name Suffix

Enter the name suffix you want to add. When you enter names for people in the Personal Data pages, you can reference these standard name suffixes.

Short Description and Description

Descriptions you enter for the prefix appear on the page as part of the person's name.

Note. Name suffixes aren't effective-dated, nor do they have a status associated with them.

Defining Royal Name Prefixes

Access the Royal Name Prefix page (Set Up HRMS, Foundation Tables, Personal, Royal Name Prefix, Royal Name Prefix).

Certified By

Displays the value you selected when you accessed the page: DUEVO for German prefixes or NEN for Dutch prefixes.

Royal Name Prefix

Enter a royal prefix name, using up to 15 characters.

Status

Royal Name Prefixes aren't effective-dated, so to retire a prefix code, change the status to Inactive.

Defining Royal Name Suffixes

Access the Royal Name Suffix page (Set Up HRMS, Foundation Tables, Personal, Royal Name Suffix, Royal Name Suffix).

Certified By

The system displays the value you selected to access the page: DEUVO for German prefixes or NEN for Dutch prefixes.

Royal Name Suffix

Enter a Royal Name Suffix, using up to 15 characters.

Status as of Effective Date

Royal Name Suffixes aren't effective-dated, so to retire a suffix code, change the status to Inactive.

Defining Address Types

To define address types, use the Address Type component (ADDR_TYPE_TBL).

This section discusses how to enter address types.

Page Used to Enter Address Types

Page Name	Definition Name	Navigation	Usage
Address Type	ADDR_TYPE_TBL	Set Up HRMS, Foundation Tables, Personal, Address Type, Address Type	Enter address types and the order in which they are available.

Entering Address Types

Access the Address Type page (Set Up HRMS, Foundation Tables, Personal, Address Type, Address Type).

Order by

Enter the order in which the system should make this address available.

Addr Type CD (address type code), Address Type, and Short Type

Enter a code for the address type, the full address type name, and a short version of the address type.

Note. You cannot edit the Home, Mailing, Business, and Check address types because they are system data.

Country	The system displays the country code you entered to access the page. Define citizenship status codes for this country.
Status	Enter the citizenship status code that you want to define. Enter as many citizenship codes as needed.

Order by	Enter the order in which the system should make this name type available.
Name Type CD (name type code), Name Type, and Short Name	Enter a code for the name type, the full name type name, and a short version of the name type.

Name Suffix	Enter the name suffix you want to add. When you enter names for people in the Personal Data pages, you can reference these standard name suffixes.
Short Description and Description	Descriptions you enter for the prefix appear on the page as part of the person's name.

Certified By	Displays the value you selected when you accessed the page: DUEVO for German prefixes or NEN for Dutch prefixes.
Royal Name Prefix	Enter a royal prefix name, using up to 15 characters.
Status	Royal Name Prefixes aren't effective-dated, so to retire a prefix code, change the status to Inactive.

Certified By	The system displays the value you selected to access the page: DEUVO for German prefixes or NEN for Dutch prefixes.
Royal Name Suffix	Enter a Royal Name Suffix, using up to 15 characters.
Status as of Effective Date	Royal Name Suffixes aren't effective-dated, so to retire a suffix code, change the status to Inactive.

Order by	Enter the order in which the system should make this address available.
Addr Type CD (address type code), Address Type, and Short Type	Enter a code for the address type, the full address type name, and a short version of the address type.