Using the PeopleSoft Fluid User Interface to Review and Update Personal Information

Use the Personal Details tile to access a group of fluid pages that are used to view and maintain your personal information.

Image: Personal Details tile

This example illustrates the Personal Details tile.

Image: (USA) Personal Details tile displaying the Action Required message

This example illustrates the Personal Details tile displaying the Action Required message. This message appears when an employee working in the U.S. needs to submit I-9 form information.

Depending upon the system setup and personal preferences, the picture may display a default photo.

Select the Personal Details tile to access a collection of frequently-used employee transactions easily without using traditional menu navigations. These self-service transaction pages may include:

• Select Photo Page

• Addresses (Summary) Page

• Contact Details Page

• Social Media (Summary) Page

• Marital Status Page

• Name (Summary) Page

• Ethnic Groups Page

• Emergency Contacts (Summary) Page

• Additional Information Page

• Business Partners Page

• Disability - Voluntary Self-Identification of Disability Page

• Veteran Status Page

• (USA) Form I-9 Page

Use the Personal Details dashboard (cref HC_HR_PERS_DTLS_FL_GBL) to view dynamic data for personal details using tiles.

The Personal Details dashboard displays in a multi-tile layout and provides a two-step process to view and update personal information. This navigation type consists of the following pages and sections:

Dashboard Tiles

Displays self-service transaction tiles. Each tile lists pertinent data of the corresponding transaction for quick reference and indicates to the user if he or she needs to perform an action or the last time he or she updated the information. For example, many of the tiles display the last time a user updated the information, the number of details the user has recorded for the transaction, or if action needs to be or has been taken. Users can add, delete, or move tiles as needed using the Personalize Dashboard actions menu option. If a user does not have access to a transaction, then the tile will display a message indicating that he or she does not have access to this information.

Image: Personal Details Dashboard

This example illustrates Personal Details dashboard.

Image Highlights, PeopleSoft HCM Update Image 34: Self-Service Navigation Updates

Select a tile to access the transaction page and view more details or potentially update transactional details.

Transaction Page

The Personal Details transaction pages display the employee content that corresponds to the transaction tile you selected on the dashboard and consists of the following sections:

Image: Example of the Addresses Transaction Page Accessed from the Personal Details Dashboard

This example illustrates the Personal Details - Addresses page accessed from the Personal Details dashboard.

Banner and Page Title

The application displays the name of the transaction in the banner above the page after you select the tile.

Field or Control	Definition
Personal Details Back button	Click the back button to return to the Personal Details dashboard and access other transaction tiles.

Header (Sub-Banner)

Below the banner, above the transaction content page, is the header and it includes the employee’s name, job title, the Update Photo link if enabled on the Installation Table (Select Photo Page), and the Related Actions menu icon. The related actions icon provides access to additional self-service transactions, if applicable.

See Common Header for Employee Self-Service Pages

Content

The page displays the employee content that corresponds to the transaction tile you selected on the dashboard.

Use the Personal Details dashboard to view or update personal details within the context of a multi-panel layout.

Image: (Desktop or Tablet) Personal Details Navigation Collection and Page Layout

This example illustrates the Personal Details page layout for a larger device. The left panel navigation shows a list of pages and the content that corresponds to the current category appears in the right panel.

Image: (Smartphone) Personal Details Navigation Collection and Page Layout

This example illustrates the Personal Details page layout on a small form factor device. In the first image, the left panel is hidden, which is the default when you first access the Personal Details pages. In the second image, the left panel is exposed by clicking the navigation tab, which enables you to select other pages.

The Personal Details navigation collection page consists of the following panels and sections:

Use the Select Photo page to upload or select an employee photo to display in self-service and throughout the system.

Image: Select Photo page

This example illustrates the Select Photo page.

Use these option to choose the photo for pages that display an employee photo throughout the system:

Use the Addresses (Summary) page (HR_EE_ADDR_FL) to view your home address and mailing address.

Image: Addresses (summary) page

This example illustrates the Addresses (summary) page.

Select an address to view details on the Address (Detail) Page and make changes.

When using approvals (AWE) and the user submits a change request for this transaction, the row will show the current row and the proposed change request row. The change request row will show the as of date and the status that it has been sent for approval. You cannot access the address details for pending requests. If the request is approved, the new address will become the current row on the as of date, at which point the earlier address will no longer appear on the page.

For information on where to approve a request, see Using Fluid Approvals to Approve Self Service Transaction Requests.

Use the Address (detail) page (ADDRESS_DFT_SCF) to update address information and view or add attachments that may support the update.

Image: Address (detail) page

This example illustrates the Address (detail) page.

The address format varies depending on the value in the Country field.

When approvals workflow has been set up for this transaction and you select Save, the top of the page will display a confirmation that the transaction request has been sent for approval.

Attachments

Use this section to manage attachments by uploading, deleting, or updating attachments using fluid. Attachments are not accessible from the classic pages. Attachments are saved in the PS_HR_ESS_ADDR_ATT table. When a user submits an address change for approval, all attachments on this page will be sent with the request. To send an address change request without an attachment, remove the items from this section.

Field or Control	Definition
Add Attachment	Select this button to access the File Attachment page and upload files.
Attachments and Description	Select the link to download and view the attachment. Enter a description, or the field will use the attachment file name as the description upon saving the page, which you can overwrite.
(Delete) button	Select this button to remove an attachment from your personal details address page.

Managers use fluid Approvals to view attachments for an Address Change transaction request using the Attachments Page.

The following videos provide an overview and demonstration of the Fluid Attachment framework:

PeopleSoft Fluid HCM Attachments

Image Highlights, PeopleSoft HCM Update Image 27: Fluid HCM Attachments Uptake for Address Transaction

Use the Contact Details page (HR_EE_CONTACTS_FL) to review your phone numbers, email addresses, and instant messaging IDs.

Image: Contact Details page

This example illustrates the Contact Details page.

Select a row to update or delete a contact type or select the Add button for a section to add a contact. This will take you to one of the following pages:

• Phone Number Page

• Email Address Page

• Email Address Page

Use the Phone Number page (HR_CNCT_PHONE_SCF) to add, update, or delete a phone number

Image: Phone Number page

This example illustrates the Phone Number page.

Only one phone number can be preferred, so selecting the Preferred check box removes the preferred status from any other phone number.

Select the Delete button to remove the phone number. If you delete a preferred phone number, the system displays a confirmation message. If the delete is confirmed, the system automatically marks the first remaining phone number as preferred.

Use the Email Address page (HR_EMAIL_ADDRS_SCF) to add, update, or delete an email address.

Image: Email Address page

This example illustrates the Email Address page.

Only one email address can be preferred, so selecting the Preferred check box removes the preferred status from any other email address.

Select the Delete button to remove the email address. If you delete a preferred email address, the system automatically marks the first remaining email address as preferred.

Use the Instant Message page (HR_IM_CHAT_SCF) to add, update, or delete an instant messaging ID.

Image: Instant Message page

This example illustrates the Instant Message page.

Only one instant message ID can be preferred, so selecting the Preferred check box removes the preferred status from any other instant message ID.

Select the Delete button to remove the phone number. If you delete a preferred instant message ID, the system displays a confirmation message. If the delete is confirmed, the system automatically marks the first remaining instant message ID as preferred.

Use the Social Media (Summary) page (HR_EE_SOC_MEDIA_FL) to review your social media accounts.

Image: Social Media (summary) page

This example illustrates the Social Media (summary) page.

Select the Add (+) button to add a social media account or select a row to update or delete a social media account. Perform either of these actions to access the Social Media (Detail) Page where you maintain social media account information.

Field or Control	Definition
Download to Excel Social Media button	Select this button to export the data to an Excel spreadsheet.
Find Social Media button	Select this button to enter a search string and quickly locate a row of information.

Use the Social Media (Detail) page (HR_SOC_MEDIA_SCF) to add, update, or delete social media accounts on your personal profile.

Image: Social Media (detail) page

This example illustrates the Social Media (detail) page.

Use this page to add, update, or delete your social media accounts. Unlike other pages in the Personal Details pages, this does not update information stored in HR Personal Data pages.

Use the Marital Status page (W3EB_SEL_EVNT_FLU) to initiate a marital status change life event.

Image: Marital Status page with eBenefits

This example illustrates the Marital Status page as it appears when PeopleSoft eBenefits is selected on the Installation Table - Products Page.

When PeopleSoft eBenefits is installed, the Marital Status page lists your organization’s life event options that relate to marital status changes. As delivered, this includes the “I got married” event and the “I got divorced/legally separated event,” but these are configurable.

When you select the type of marital status change, the page displays a message with information about the time period within which the life event information must be submitted (for example, within 31 days of the event).

Next you enter the event date in the As Of field and select the Start Life Event button. The system then displays the life event pages where you complete the transaction.

For information about the pages used for the two delivered marital status change events, see the following topics:

• Processing the Marriage Event

• Processing the Divorce Event

For information on where to approve a request, see Using Fluid Approvals to Approve Self Service Transaction Requests and Pages Used to Approve Self Service Transaction Requests Using Fluid Approvals.

Image: Marital Status page without eBenefits

This example illustrates the Marital Status page as it appears when PeopleSoft eBenefits is not installed.

When PeopleSoft eBenefits is not installed, enter marital status change information and submit the changes directly on the Marital Status page.

Use the Name (summary) page (HR_EE_NAME_FL) to view your current name and any pending name change requests.

Image: Name (summary) page

This example illustrates the Name (summary) page.

In this example, the employee has submitted a name change request. If the request is approved, the new name will become the current name on the As Of date, at which point the earlier name will no longer appear on the page.

For information on where to approve a request, see Using Fluid Approvals to Approve Self Service Transaction Requests.

Because there is a pending name change request, selecting the names does not display the name details. When there is no pending name change request, selecting the current name displays the Name (Detail) Page.

Use the Name (detail) page (NAME_DFT_SCF) to enter name change information and view or add attachments to support the change.

Image: Name (detail) page

This example illustrates the Name (detail) page.

The fields on this page vary depending on the value in the Name Format field.

If approvals are required for name changes, submitting a name change request starts the approval process, and no further name changes requests are permitted until the active request is approved or denied.

Managers can use fluid Approvals to take action on a Name Change transaction request using the Pending Approvals - <Transaction Name> Page.

Attachments

Use this section to manage attachments by uploading, deleting, or updating attachments. When a user submits a name change for approval, all attachments on this page will be sent with the request. To send a name change request without an attachment, remove the items from this section.

Field or Control	Definition
Add Attachment	Select this button to access the File Attachment page and upload files.
Attachments	Select the link to download and view the attachment. Enter a description, or the field will use the attachment file name as the description upon saving the page, which you can overwrite.
(Delete) button	Select this button to remove an attachment from your personal details name page.

Managers use fluid Approvals to view attachments for a Name Change transaction request using the Attachments Page.

The following videos provide an overview and demonstration of the Fluid Attachment framework:

PeopleSoft Fluid HCM Attachments

Image Highlights, PeopleSoft HCM Update Image 26: Fluid Attachments -- HR Core

Use the Ethnic Groups page (HR_ETHNIC_GRP_FL) to view your ethnic group data.

Image: Ethnic Groups page: two-question format

This example illustrates the Ethnic Groups page as it appears when two-question format is activated on the USA section on the Installation Table - Country Specific Page.

Image: Ethnic Groups page: list of ethnic groups

This example illustrates the Ethnic Groups page as it appears when the two-question format is not used. In this mode, the page lists specific ethnic groups.

To edit ethnicity information:

• When the page is in two-question mode, select the Edit icon (or select the questions anywhere except on the Explain links) to access the Ethnicity page.

  Select the Explain links to view definitions of the terms used in the questions.

• When the page is not in two-question mode, select an existing ethnic group to view and update it, or select the Add an Ethnic Group button or icon to add an additional ethnic group.

Use the Ethnicity page (HR_ETHNIC_GRP2_SCF) to enter ethnicity information when the system is configured to collect the information using the two-question format.

Image: Ethnicity page

This example illustrates the Ethnicity page.

Use the Ethnic Group page (HR_ETHNIC_GRP_SCF) to add, update, or remove an ethnic group from your personal data.

Image: Ethnic Group page

This example illustrates the Ethnic Group page.

Select the Delete button to remove the ethnic group.

Use the Emergency Contacts (summary) page (HR_EMERG_CNTCT_FL) to view a list of your emergency contacts.

Image: Emergency Contacts (summary) page

This example illustrates the Emergency Contacts (summary) page.

Select an existing emergency contact to view and update the contact’s information or to delete the contact. Select the Add an Emergency Contact icon to create a new contact.

Use the Emergency Contact (detail) page (HR_EMERG_CNTCT_SCF) to add, update, or delete an emergency contact.

Image: Emergency Contact (detail) page

This example illustrates the Emergency Contact (detail) page.

On this page, the contact name and relationship are enterable. Existing address and phone number information is read only. Select an existing address or phone number to edit or delete it.

You can provide multiple phone numbers for an emergency contact, but only one address.

Select the Delete button to remove the emergency contact.

Use the Emergency Contact - Address page (HR_EMERG_ADDR_SCF) to add, update, or delete an address for an emergency contact.

Image: Emergency Contact - Address page

This example illustrates the Emergency Contact - Address page.

Users can either select the Same as Mine check box or manually enter a different address. Selecting the Same as mine check box populates the address detail fields and makes them read-only. The Address Type field remains editable regardless of whether the Same as Mine check box is selected.

The address format varies depending on the value in the Country field.

Use the Emergency Contact - Phone page (HR_EMERG_PHONE_SCF) to add, update, or delete a phone number for an emergency contact.

Image: Emergency Contact - Phone Number page

This example illustrates the Emergency Contact - Phone Number page.

Users can either select the Same as Mine check box or manually enter a different phone number. Selecting the Same as Mine check box populates the phone number detail fields and makes them read-only. The Type field remains editable regardless of whether the Same as Mine check box is selected.

Use the Additional Information page (HR_ADDTL_INFO_FL) to review miscellaneous personal information.

Image: Additional Information page

This example illustrates the Additional Information page.

Users cannot edit the information that appears on this page. Instead, informational text directs users to contact the human resources department if information is incorrect.

Use the Business Partners page (HR_EE_BUS_PRTNR_FL) to view your business partners and their contact information.

Image: Business Partners page

This example illustrates the Business Partners page.

Use this page to view your business partner contact information.

This video demonstrates the HR Business Partners feature:

Use the Voluntary Self-Identification of Disability page (HR_DISABILITY_FL) to complete and file Form CC-305 disability data electronically.

Use PeopleTools security to grant or restrict component access for employee types based on your business needs. For example, if the page is to be accessed only by U.S. employees, you must add the page to the permission list and grant access to only those employees.

Image: Voluntary Self-Identification of Disability page

This example illustrates the Voluntary Self-Identification of Disability page.

PeopleSoft uses the Text Catalog to deliver the page with the same verbiage and layout as the current OFCCP Form CC-305. Administrators change the text as necessary if OFCCP makes changes to the verbiage.

When the employee submits the self-service Voluntary Self-Identification of Disability page, the system tracks and stores the data (employee’s name, user ID, date of submission, and response regarding disability) in the Section 503 Disability group box on the Disability Page in the Personal Information - Disability component.

Use the Veteran Status page (HR_VET_STATUS_FL) to enter and update self-identification veteran information.

Image: Veteran Status page

This example illustrates the Veteran Status page (1 of 2).

Image: Veteran Status page (2 of 2)

This example illustrates the Veteran Status page (2 of 2).

For field descriptions, see the classic self-service Veteran Status Page (HR_DISABILITY) in your PeopleSoft HCM Workforce Data Management, Human Resources Administer Workforce documentation.

Use the Form I-9 page (HR_I9_EE_FL) to access the I-9 instructions PDF, to access the Form I-9 page (HR_I9_EE) where you enter personal employee eligibility information, and to review the date on which you submitted your Form I-9,

Image: Form I-9 page

This example illustrates the Form I-9 page.

For field definitions, see the Employment Eligibility Verification Page, Section 1 (HR_I9_EE) documentation.