Setting Up Biographical Information

This chapter discusses how to:

• Set up names, addresses, and phone numbers.

• Set up personal attributes.

• Set up FERPA privacy controls.

• Set up individual relationships.

• Set up relations to the institution.

• Set up emergency contacts data.

• (USA) Set up work experience classification codes.

See Also

Designing Campus Community

Setting Up Names, Addresses, and Phone Numbers

See Designing Campus Community.

Setting Up Personal Attributes

To set up personal attributes, use the Ethnicity Table component (ETHNICITY_TBL), Language Table component (LANGUAGE_TABLE), Religious Preference Table component (REL_PRE_TABLE_GBL), and Decedent Data component (SA_DECEASED_DATA).

For NZL, also set up the Ethnicity NZL component (SSR_ETHNICITY_NZL), the Ethnicity Map NZL component (SSR_ETHNIC_MAP_NZL), and the Iwi Table component (SCC_TRIBE_TBL).

This section discusses how to:

• Define ethnic groups.

• (NZL) Set up Statistics New Zealand ethnic group codes.

• (NZL) Map Statistics New Zealand ethnic codes to PeopleSoft ethnic groups.

• (NZL) Set up Single Data Return (SDR) country of citizenship codes.

• (NZL) Map SDR country of citizenship codes to PeopleSoft country codes.

• (NZL) Map SDR residency values to PeopleSoft residency values.

• (NZL) Set up codes for Iwi tribes.

• Define religious preference codes.

• Set up decedent data.

Note. Languages are set up from the HRMS Accomplishments component.

Pages Used to Set Up Personal Attributes

Defining Ethnic Groups

Access the Ethnic Groups page (Set Up HRMS, Product Related, Workforce Administration, Ethnic Groups).

Ethnic Group

See Also

Entering Ethnicity Information

(NZL) Setting Up Statistics New Zealand Ethnic Codes

Access the Ethnicity (NZL) page (Set Up SACR, Product Related, Campus Community, Define Campus Community, Setup, Ethnicity NZL).

PeopleSoft delivers Statistics New Zealand ethnicity codes and descriptions predefined. You can add new codes, but do not modify the delivered codes.

The code that you enter must be three digits in length.

(NZL) Mapping Statistics New Zealand Ethnic Codes to PeopleSoft Ethnic Groups

Access the Ethnicity Map NZL page (Set Up SACR, Product Related, Campus Community, Define Campus Community, Setup, Ethnicity Map NZL).

Ethnicity Code (NZ)

Enter the Statistics New Zealand numeric code for the ethnicity that you want to associate with this PeopleSoft ethnic group. This three-digit code is used to build the Ethnicity field reported in Single Data Return (SDR). This setup table maps the SSR_ETHNICITY_CODE to the ETHNIC_GRP_CD.

See Also

Preparing for SDR Reporting

(NZL) Setting Up SDR Country of Citizenship Codes

Access the Citizenship NZL page (Set Up SACR, Product Related, Campus Community, Define Campus Community, Setup, Citizenship NZL).

Status

You can select a status of Inactive for codes that are not relevant to your institution—codes that are Inactive are not available for selection in the SDR Citizenship field on the Citizenship Map NZL page.

(NZL) Mapping SDR Country of Citizenship Codes to PeopleSoft Country Codes

Access the Citizenship Map NZL page (Set Up SACR, Product Related, Campus Community, Define Campus Community, Setup, Citizenship Map NZL).

SDR Citizenship

Select the SDR Citizenship value that you want to associate with the PeopleSoft country code. SDR Citizenship values are defined on the Citizenship NZL page—only values with an Active status are available for selection. This three digit code is used to build the Citizen field reported in the Single Data Return (SDR). This setup table maps SSR_Citizen to Country.

(NZL) Map SDR Residency Values to PeopleSoft Residency Values

Access the Residency Map NZL page (Set Up SACR, Product Related, Campus Community, Define Campus Community, Setup, Residency Map NZL).

Use this page to map SDR residency values of Y or N to PeopleSoft residency values.

Values in the Residency field are based on the values defined on the Residency Table (RESIDENCY_TABLE) page.

See Setting Up Residency Rules.

(NZL) Setting Up Codes for Iwi Tribes

Access the Iwi Tribes page (Set Up SACR, Product Related, Campus Community, Define Campus Community, Setup, Iwi Table).

Iwi codes are used in Single Data Return (SDR) reporting. The PeopleSoft system delivers Iwi codes and their descriptions predefined. The codes are 4 digits each, reported in a 12-character field in SDR. You can specify up to three codes for an individual, for a total of 12 characters.

Ethnic group is mapped to ethnicity code and reported in SDR. IWI is reported as is. There is no mapping from Iwi code to or from ethnic group. Iwi codes are reported from SCC_TRIBE_CODE in record SCC_IWI_TBL

See Also

Preparing for SDR Reporting

Defining Religious Preference Codes

Access the Religious Preference Table page (Set Up SACR, Product Related, Campus Community, Define Campus Community, Setup, Religious Preference Table).

PeopleSoft delivers some religious preference codes predefined. You can create additional codes for each religious preference that people at your institution might have. When you enter religious preferences for individuals, you can specify more than one.

See Also

Entering Religious Preferences

Setting Up Decedent Data

When an individual dies, enter the date and place of death, and the death certificate number if you have it, on the Decedent Data page. When you enter and save the date of death on that page, the system displays the word DECEASED on each page in your database across your institution about that individual.

Note. All of the decedent's data continues to exist unless or until you delete the individual's ID.

Though you hope not to use this feature frequently, consider setting it up so it is available when the need arises.

See Setting Up Service Indicators.

Setting Up Self-Service Ethnicity Reporting

This section discusses how to set up self-service ethnicity options for U.S.-based customers wanting to survey their faculty, staff, and students to collect IPEDS information.

Page Used to Set Up Self-Service Ethnicity Reporting

Setting Up Self-Service Ethnicity Options

Access the Self Service Ethnicity Setup page (Set Up SACR, Common Definitions, Self Service, Self Service Ethnicity Setup).

This setup component enables institutions to define setup choices for each self-service center. The choices you make here affect the options that appear on the self-service Ethnicity page.

See Using Self-Service Personal Attributes Data.

Answer Mapping

The selections made for these seven Answer Mapping values apply to all three self-service centers.

Functional Area Setup

These fields are specific to the functional area selected – Student Center or Faculty Center – as determined by the selection made in the Functional Area field.

Campus Personal Information reflects the setup for either the Student Center or Faculty Center, depending on security setup for the user. For students, activate the Self Service Ethnicity component on the CC_PORTFOLIO_2 menu in a user's security setup. For faculty, active the Self Service Ethnicity component on the CC_PORTFOLIO_3 menu in a user's security setup. If both are activated in a user's security permission lists, two Ethnicity links appear in the menu. To avoid confusion, activate only one for a user at any time. For users without access to either Faculty Center or Student Center, the Self Service Ethnicity component will be part of the CC_PORTFOLIO component in the user's permission lists.

Additional Background Information

Note. If you choose to collect additional background information, the values selected to be displayed in self service should include at least one additional ethnic group for each of the racial categories, beyond what is selected in the Answer Mapping region for each racial category. In addition, it is recommended that you provide an 'Other' option for each racial category, such as Asian–Other, American Indian or Alaska Native–Other, and so on. This will provide the self-service user with a choice beyond those specific ethnic groups you have selected to display.

Ethnicity Page Edit Control

See Also

Using Self-Service Campus Personal Information

Setting Up FERPA Privacy Control

See Setting Up FERPA Privacy Control.

Setting Up Individual Relationships

To set up individual relationships, use the Relationships component (RELATIONSHIP_TABLE) and the Relationship/Marital Status component (MAR_STATUS_TABLE).

This section discusses how to:

• Define reciprocal relationships.

• Enable marital status verification.

Pages Used to Set Up Individual Relationships

Defining Reciprocal Relationships

Access the Relationship Table page (Set Up SACR, Product Related, Campus Community, Define Campus Community, Setup, Relationship Table) .

Relationship	The system displays the relationship (for example, mother, father, or employer) to modify or review. Values for this field are delivered with your system as translate values. Do not modify these values in any way. Any modifications to these values could require substantial programming effort.
Gender	Select the gender (such as male or female) that is associated with this relationship. For example, the associated gender for the relationship of Mother is usually Female. For the relationship of Spouse, the gender could be either male or female, so you would select All. Values for this field are delivered with your system as translate values. Do not modify these values in any way. Any modifications to these values could require substantial programming effort.
Limit Relationship	Select this check box to indicate that individuals can have only one of these relationships in your system at a time. For example, if you are defining the relationship of Mother and you select the Limit Relationship option, the system does not permit an individual to have more than one mother. If you are defining the relationship of Spouse, you probably want to select the Limit Relationship option to prevent an individual from having more than one spouse at a time.

Reciprocal Relationship

If the Create Reciprocal Relationship check box is selected on the Campus Community Installation page, you must specify the reciprocal relationships and their associated genders here.

Enabling Marital Status Verification

Access the Relationship/Marital Status page (Set Up SACR, Product Related, Campus Community, Define Campus Community, Setup, Relationship / Marital Status).

Marital Status	Select the marital status to verify, usually Married. Values for this field are delivered with your system as translate values. Do not modify these values in any way. Any modifications to these values could require substantial programming effort.
Relationship	Specify the relationship type to verify in association with the specified marital status, typically the status of Married and the relationship of Spouse.

Setting Up Relations to the Institution

To set up relations to the institution, use the Legacy Table component (LEGACY_TABLE).

This section discusses how to define or review legacy affiliation types that are used to identify relations to the institution.

Page Used to Set Up Relations to the Institution

Defining Legacy Affiliation Types

Access the Legacy Table page (Set Up SACR, Product Related, Campus Community, Define Campus Community, Setup, Legacy Table).

Include Institution Info

Select this check box to include the academic information relevant to the specified legacy relationship when this affiliation is selected for the related individual on the Legacy Information page in the Relationship component. For example, if you want to know the institution that a related individual with this affiliation attended, and the academic program in which he or she was enrolled, select the Include Institution Info check box to ensure that the institution and academic program fields will be available on the Legacy Information page.

See Also

Establishing Relationships

Setting Up Emergency Contacts Data

There is no specific setup for emergency contacts data. However, before you can enter emergency contacts for an individual, names and addresses must be set up and the individual whose contacts you want to enter must exist in your database.

See Also

Entering Emergency Contact Data

(USA) Setting Up Work Experience Classification Codes

To set up work experience classification codes, use the Standard Industry Table component (US_SIC_TABLE) and the Standard Occupation Table component (US_SOC_TABLE).

This section discusses how to:

• Add or review Standard Industry Classification (SIC) codes.

• Add Standard Occupation Classification (SOC) codes.

Pages Used to Set Up Work Experience Classification Codes

Adding or Reviewing SIC Codes

Access the Standard Industry Table page (Set Up SACR, Product Related, Campus Community, Define Campus Community, Setup, Standard Industry Table).

PeopleSoft delivers your system with SIC codes loaded in the table. Your institution is responsible for making sure the codes are current and that they reflect any changes made by the U.S. Department of Labor.

Note. If you use HRMS, the SIC codes required by your institution might already exist in your system.

See Also

U.S. Department of Labor (which publishes the SIC codes list)

PeopleSoft HRMS 9.0 Application Fundamentals PeopleBook, "Setting Up Jobs"

Adding SOC Codes

Access the Standard Occupation Table page (Set Up SACR, Product Related, Campus Community, Define Campus Community, Setup, Standard Occupation Table).

PeopleSoft ships your system with SOC codes loaded in the table. Your institution is responsible for making sure that the codes are current and that they reflect any changes made by the U.S. Department of Labor.

Note. If you implemented HRMS, the SOC codes required by your institution might already exist in your system.

See Also

U.S. Department of Labor (which publishes the SOC codes list)

PeopleSoft HRMS 9.0 Application Fundamentals PeopleBook, "Setting Up Jobs"