Adding a Person

Click to add or edit a name.

Enter the person's date of birth. If you leave this field blank, a warning message appears when you save the record. You can continue entering information after you acknowledge the message. Though the birth date isn't required for the Administer Workforce business process, the system uses it to calculate a person's age in some benefit and payroll tasks. It also calculates dates, such as the U.K. expected retirement date, based on the person's age.

Select a country. Based on the selected country, the system might display additional fields.

Enter a birth location, usually a city, town, or village.

This field does not appear during the hiring process. Use this field when updating a person's records.

European community employment and personal privacy legislation specifies that personnel information can't be passed across countries in the European Union without authorization from the employee. Select this check box if you obtain the employee's consent to share personal data with users in other European Union member nations.

Select a value.

Select the person's marital status. Values are: Common Law, Divorced, Head of Household, Married, PACS [(FRA) this field is used in France. Pacte civil de solidarite], Separated, Single, Unknown, and Widowed. When a marital status is changed, the default as of date is the same as the biographical history effective date.

PeopleSoft Payroll doesn't use the marital status that is entered on this page for tax calculations. For U.S. employees, you enter that information in Maintain Payroll Data on the Federal, State, and Local Tax pages. Taxes for Canadian employees are based on net claim amount, which varies depending on the employee status.

Select the person's native or preferred language. Although tracking official or preferred languages is required in some countries in PeopleSoft Human Resources, the system also uses the preferred language when you communicate with people with a relationship to the organization. For example, PeopleSoft Global Payroll for Germany and Switzerland use the language code to print paychecks in the payee's preferred language. Other types of communication also use this as the default language for written communication.

To use a second type of ID for a person, enter the ID.

Select if the person is a full-time student.

Select the country that issued the worker's national ID.

The system enters the value that you establish for this country on the National ID Type Table page. You can override this default.

Enter the worker's national ID number. The system checks the format of the entry against the default format that you enter on the National ID Type Table page.

(GBR) For the U.K. the normal format of two letters followed by six digits and then one letter for National Insurance identification appears by default. Other options that are dependent on employee status are available.

(GBR) When you enter a national insurance number, the system uses the NID Prefix GBR page to check that you have entered a valid national insurance prefix. You can't save this page if you have entered an invalid national insurance prefix.

Select if the national ID is the person's primary ID. If this is the only data row for this person, the system selects the check box by default. You can deselect it.

(SGP) Select if the worker's national registration ID is used as the person's employer tax reference number. This field is for information only.

(CAN) Enter the expiration date for this National ID.

Select the type of address that appears in this row. The system automatically displays Home for the first address that you enter.

Click to add an address and access the Edit Address page to edit addresses.

Select the phone type and enter the phone number. The system formats the number based on the standard phone number format. For 10 digit phone numbers the format is 000/000-0000 and for 7 digit phone numbers the format is 000-0000. The system also supports alphanumeric characters and the punctuations $, -, /, (, and ) when entering telephone numbers.

Select Main to designate a phone number as the individual's primary contact number.

Select an email type and enter the employee's email address.

Enter the employee’s ID for the supported instant chat network.

Enter the supported IM protocol for the network ID. Valid values are GTALK, MSN, XMPP, and YAHOO.

The system displays the instant message domain associated with the IM protocol you select except for XMPP. For XMPP, you must select the value of the XMPP server that has been defined by your organization.

See PeopleTools: PeopleSoft MultiChannel Framework, "Configuring Instant Messaging in PeopleSoft MultiChannel Framework"

Select if this is the user’s preferred chat network ID.

Enter this information, which is required if you enter the individual's general registry or foreigner ID number.

Enter the expiration date for the listed entity.

Enter the Registro de Identidade Civil (RIC) issuing entity. This information is required if you enter the individual's civil registry number in the National ID group box.

Enter this information, which is required if you enter the individual's RIC number.

Enter the expiration date for the listed entity.

Enter the work card number.

Enter the work card's issued date. This information is required if a Carteira de Trabalho e Previdência Social (CTPS) number is provided.

Enter the political subdivision of the CTPS issuing agency. This information is required if a CTPS number is provided.

Enter the expiration date for the listed entity.

Enter this information, which is required if a voter registration card is provided.

Enter this information, which is required if a reserve certificate is provided.

Enter the political subdivision of the issued reserve certificate. This information is required if a reserve certificate is provided.

Enter the type of military service. Values are: Aeronautic, Army, Marine, or Other. This information is required if a reserve certificate is provided.

Enter the date of issuance at PIS / PASEP. This information is required if the PIS/PASEP number is provided in the National ID group box.

Enter the class entity registration issuing entity. This information is required if you enter the individual's class entity number in the National ID group box.

Enter this information, which is required if you enter the individual's class entity number.

Enter the expiration date for the listed entity.

Enter the regulatory region for the person.

As you enter BRA as the regulatory region for a Brazilian employee, the system performs a number of validations, one of which checks for the presence of the ethnic group value. Specify the ethnic group when the regulatory region is set to BRA; this information is used in several Global Payroll for Brazil reports, including the RAIS report.

Select the education level for the person.

Click this link to access the Self Identification Data Canada page, where you enter ethnic background information for the person. The Self Identification Data Canada page has two fields:

• Use the Visible Minority field to indicate if the person's ethnic background is apparent based on physical appearance.

• Use the Aboriginal Person check box to indicate if the person is a Canadian aboriginal person.

The Self Identification Data link is visible only to users with access to the Self Identification Data Canada page. To secure this page and protect the confidentiality of the ethnicity data, you can use the delivered permission list HCCPHR40CA and the delivered role HR Admin CAN Confdl Data.

Record the appropriate code for the person. If the Official Languages Act applies to the organization, use the bilingualism code as part of the Official Languages reports (PER102CN and PER108CAN) that you submit to the government.

Enter a number and select the health care province.

Minors who are age 18 or younger or people with mental illness must have a parent or guardian sign employment contracts on their behalf. Enter the name of the parent or guardian who is authorized to act for this employee.

Enter a place of origin. Every Swiss person has at least one place of origin, usually determined by the father or husband's birthplace.

Select if the place of origin in the Place of Origin field is the person's main place of origin. (A person can have more than one place of origin.)

Enter a regulatory region for the person.

Enter the person's ethnic group.

Enter the person's religion.

Enter the person's Hukou type.

Enter the person's Hukou location.

Enter the date on which the person first began to work.

Enter the status of the worker's working and living permit. Values are: Expired, Granted, and Renewed.

Enter the date on which the working and living permit was issued.

Enter the date on which the working and living permit was renewed.

Enter the date on which the working and living permit expires.

If the person hasn't already completed military service, enter the date when service is expected to begin.

Select the ID of the human resources representative responsible for this person.

Enter the effective date of the person's nationality status. If the employee is a native citizen of the country, enter the person's birth date. If the person is a naturalized citizen, enter the date on which the person became a citizen.

Enter the person's nationality by selecting a nationality code.

German labor laws require recording an employee's nationality to determine if the employee is eligible to work in certain industries, particularly those that are related to technology or defense. Use the nationality code to determine the employee's eligibility to work in a regulated industry based on the employee's country's participation in OECD or the European Union. You can maintain information about whether each nationality code participates in the OECD and European Union.

Select if the person is disabled.

Enter the date when the person is assigned a Spanish social security number.

Leave blank if the person is a native-born French citizen. If the person is foreign-born, enter the date on which the person first arrived in France. This data is used to maintain work visa information for foreign workers who are employed in France.

Enter the code of the CPAM ID that is assigned to the person. CPAM depends on the person's home address. The CPAM is the social security body that compensates persons for illness and work accidents.

The system calculates and displays this value, based on the system date and the birth date that you enter on this page. This field is for information only; you can't change it.

Select the person's community background: Protestant, Catholic, or Undetermined/Other.

Select if you determine the person's community background by asking the employee directly.

Enter the date on which you determine the person's community background category.

The data that you enter about a Northern Ireland worker's community background is required under the Fair Employment Act. Employers must include this information in the Northern Ireland report (UKNI001) that they submit to the administrative body that monitors employment in Northern Ireland. This report provides an annual summary of the state of the workforce for a particular employer and breaks down employees and applicants for employment into their respective community background categories.

Select the person's blood type or select Unknown. When the blood type is entered on this page at the time that an employee is hired, a component interface updates the employee's blood type on the physical exam record. Thereafter, this field is disabled and displays by default the blood type data from the physical exam record.

Select the person's caste.

Select the type of service that the person performed in the military.

Enter the function or rank that was held by the person in the military.

Indicate the date on which the person's military service ended, if applicable.

Select the family prefecture, or place of registration. Tracking a person's Honseki Prefecture is a matter of custom.

Enter the AFORE for the employee. Values include: Banamex, Bancomer, Dresdner, GNP, Garante, ING, Inbursa, Principal, Santander, Tepeyac, XXI, and Zurich.

Enter the three-character code for the medical region where the person resides.

Enter one of more ethnic groups for a person.

Values are based on U.S. Federal Equal Employment Opportunities ethnic categories. Use ethnic group information to compile the establishment's affirmative action plan and to generate several equal employment opportunity (EEO) reports. Ethnicity is also used when populating the Employee table during the Refresh Employees Table process.

The Refresh Employees Table process (PER099) uses this information.

See Understanding the Process of Refreshing the Employees Table.

Select the primary ethnicity for a person, if applicable.

(Optional) Enter the date on which this person is entitled to receive Medicare coverage.

Enter two forms of ID (for example, passport and Social Security card) to prove U.S. citizenship (required by U.S. law).

Select if the person is eligible to work in the U.S.

Shows the military status option selected by the employee on the Veteran Status Page. Administrators can update the selection. Changes made here will be reflected in self service.

The default values is a blank field.

Displays the military discharge date entered by the employee in the Military Discharge Date field on the Veterans Status self-identification page (or edited on the Maintain Military Dischrg Date page).

This date is used by the VETS-100 report to determine which veterans qualify for the Newly Separated Veteran designation.

Click to access the Maintain Military Dischrg Date (maintain military discharge date) page where you can edit the employee’s military discharge date.

Select to track supporting documents. The system inserts a row in the Supporting Documents group box. The row is identified by the person ID, the action code, and the effective date and enables you to verify that the person provided the required documents.

Click this button to save the data on this component. If you select Employee or Contingent Worker, the system opens either the New Employment Instance component (JOB_DATA_EMP) or the New Contingent Worker Instance component (JOB_DATA_CWR).

If you select Person of Interest, the system opens either the Person of Interest Job Data component (JOB_DATA_POI) or the Add a POI Reltn to a Person component (PERS_POI_ADD), depending on the POI type you selected.