(Fluid) Reviewing and Updating Personal Information

This topic discusses how employees use the PeopleSoft Fluid User Interface to view and update their personal information. The fluid pages discussed in this topic have classic equivalents that are discussed in the topic (Classic) Reviewing and Updating Personal Information.

These videos provide an overview of the PeopleSoft Fluid user interface experience and updating personal data:

Video: PeopleSoft Fluid User Interface Experience in HCM

Video: Image Highlights, PeopleSoft HCM Update Image 37: Validations and Formatting for Phone Numbers and Emails

Video: Image Highlights, PeopleSoft HCM Update Image 46: Employee Self-Service Address Configurability

Video: Image Highlights, PeopleSoft HCM Update Image 46: Remote Worker Home Address Edit

For general information about Fluid pages in PeopleSoft HCM, see Understanding PeopleSoft Fluid User Interface Homepages

Page Name

Definition Name

Usage

Personal Details Tile

HC_HR_PDTL_LAUNCH_FL_GBL (this is the cref for the tile)

Access a group of fluid pages that are used to view and maintain your personal information.

Personal Details Dashboard

HC_HR_PERS_DTLS_FL_GBL (cref for the Personal Details dashboard)

View dynamic data for personal data using tiles.

Personal Details Navigation Collection

N/A

View and update personal details within the context of a multi-panel layout.

When using a medium to large form factor device, the application displays a left panel navigation, which consists of page category tabs from which you select to view contextual data in the main panel. When using a small form factor, such as a smartphone, the page category items will display by default when you select the Personal Details tile. Select a page list item to access that page.

Select Photo Page

HRCD_USER_PICS_SCF

Upload or select an employee photo to display in self-service and throughout the system.

Addresses (Summary) Page

HR_EE_ADDR_FL

View your home address and mailing address.

<Type> Address (Detail) Page

ADDRESS_DFT_SCF

Update address information and view or add attachments that may support the update.

Contact Details Page

HR_EE_CONTACTS_FL

Review your phone numbers, email addresses, and instant messaging IDs.

Phone Number Page

HR_CNCT_PHONE_SCF

Add, update, or delete a phone number.

Email Address Page

HR_EMAIL_ADDRS_SCF

Add, update, or delete an email address.

Instant Message Page

HR_IM_CHAT_SCF

Add, update, or delete an instant messaging ID.

Emergency Contacts (Summary) Page

HR_EMERG_CNTCT_FL

View a list of your emergency contacts.

Emergency Contact (Detail) Page

HR_EMERG_CNTCT_SCF

Add, update, or delete an emergency contact.

Emergency Contact - Address Page

HR_EMERG_ADDR_SCF

Add, update, or delete an address for an emergency contact.

Emergency Contact - Phone Page

HR_EMERG_PHONE_SCF

Add, update, or delete a phone number for an emergency contact.

Social Media (Summary) Page

HR_EE_SOC_MEDIA_FL

Review your social media accounts.

Social Media (Detail) Page

HR_SOC_MEDIA_SCF

Add, update, or delete social media accounts on your personal profile.

Marital Status Page

W3EB_SEL_EVNT_FLU (if eBenefits is active)

HR_EE_MARITAL_FL (if eBenefits is not active)

Enter a marital status change.

Name (Summary) Page

HR_EE_NAME_FL

View your current name and any pending name change requests

Name (Detail) Page

NAME_DFT_SCF

Enter name change information and view or add attachments that may support the update.

Gender Identity Page

HR_EE_GENDER_FL

View a summary of your gender identity and expression details.

Gender Details Page

GENDER_EDIT_SCF

View or enter gender identity and expression details.

Ethnic Groups Page

HR_ETHNIC_GRP_FL

View your ethnic group data.

Ethnicity Page

HR_ETHNIC_GRP2_SCF

Enter ethnicity information when the system is configured to collect the information using the two-question format.

Ethnic Group Page

HR_ETHNIC_GRP_SCF

Add, update, or delete an ethnic group from your personal data.

Disability - Voluntary Self-Identification of Disability Page

HR_DISABILITY_FL

Complete and file Form CC-305 disability data electronically.

Veteran Status Page

HR_VET_STATUS_FL

Enter and update self-identification veteran information.

(USA) Form I-9 Page

HR_I9_EE_FL

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

Employment Eligibility Verification Page, Section 1

HR_I9_EE

Complete the employer sections (2 and 3) of the Form I-9.

See (Employee) Employment Eligibility Verification Page, Section 1. Employee Information and Attestation (HR_I9_EE) and (Employer) Employment Eligibility Verification Page, Section 2. Employer Review and Verification (HR_I9_ADMIN_SEC2) in your Human Resources Administer Workforce product documentation.

USCIS Form I-9 - Submit Confirmation Page

EO_SUBMIT_CONFIRM

View a confirmation that you have successfully submitted the Form I-9.

See (USA) Managing I-9 Information in your Human Resources Administer Workforce product documentation.

Business Partners Page

HR_EE_BUS_PRTNR_FL

View your business partners and their contact information.

Additional Information Page

HR_ADDTL_INFO_FL

Review miscellaneous personal information.

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

Navigation:

Select Fluid Home under the main menu. On the page that appears, select Employee Self Service. The Personal Details tile is available on the Employee Self Service landing page.

As an employee, you can add the tile, through personalization, to a system-delivered homepage or a homepage that you create.

This example illustrates the Personal Details tile.

Personal Details tile

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.

Personal Details tile with Action Required message

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:

When enabled, the Update Photo link will appear beneath the photo within the header of any of the Personal Details transaction pages and grant you access to the Select Photo Page.

Accessing Personal Details Transaction Pages

The layout and how you access the self-service transaction pages within the Personal Details component will vary based on your role security. The PeopleSoft application provides you with two Personal Details navigation methods based on user role:

  • Personal Details Dashboard: This access method displays tiles on the Personal Details dashboard. The tiles contain live data that can help indicate to users if they need to perform actions. When accessing the transaction pages through the dashboard tiles, the title of the page will appear in the header (sub-banner) above the page content.

    To view this dashboard and tiles, you must be assigned the Fluid Dashboard - Person Dtls role.

  • Personal Details Navigation Collection: This access method displays the fluid navigation collection folders and links in the left panel. When accessing the transaction pages through the navigation collection, the title of the page will appear on the content page.

    To view the navigation collection, you should not be assigned the Fluid Dashboard - Person Dtls role.

Note: Throughout this topic, the page illustrations show the individual transaction pages as it appears when accessing the pages through the navigation collection (with the page title on the page). Keep in mind that:

—When accessing the transaction pages through the dashboard, the title of the transaction appear in the sub-banner above the employee name.

—When accessing the transaction pages through the navigation collection, even though the left navigation panel is not illustrated in the examples in this topic, the navigation panel is part of the framework of the medium and large form factor pages in the system.

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

Navigation:

Select the Personal Details Tile.

Note: The Personal Details dashboard displays if the logged-in user is a member of the Fluid Dashboard - Person Dtls user role.

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.

This example illustrates Personal Details dashboard.

Personal Details dashboard

Video: 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.

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

Example of the Addresses transaction page accessed from the Personal Details dashboard

The page layout consists of the following parts:

Header (Sub-Banner)

Below the banner, above the transaction content page, is the header and it includes the title of the page, 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.

Navigation:

Select the Personal Details tile.

Note: The Personal Details navigation collection is displayed if the logged-in user is NOT a member of the Fluid Dashboard - Person Dtls user role.

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.

Personal Details 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.

(Smartphone) Personal Details navigation collection and page layout

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

Header (Sub-Banner)

The top panel displays the header and 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 Navigation (Left Panel Navigation)

You will access the panel navigation slightly differently when using a large or small form factor device:

  • (Tablet or Desktop) Left panel navigation: When using a large form factor device, like a tablet or workstation, the Personal Details pages display a left navigation panel. This left panel lists the various page categories that make up the employee personal data. Select the navigation collection page name in the left panel to display the content in the right, or main panel. By default, the system displays the transaction page of the first navigation collection page.

  • (Smartphone) Hidden panel navigation: When using a small form factor device, like a smartphone, select the show panel navigation tab in the middle, left of the page to expand the panel and select other Personal Details pages. The small form factor devices also show the page name in the banner. By default, the system displays the transaction page of the first navigation collection page.

    Field or Control

    Description

    Show/Hide navigation panel tab (show or hide panel navigation) tab

    Select the left tab to display the navigation collection and access transaction pages.

Content Panel

The main panel displays the employee content that corresponds to the category, or transaction, you selected in the navigation panel. It is the default display when using a small device.

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

Navigation:

Select the Update Photo link beneath the photo within the header of any of the Personal Details transaction pages.

Note: The Update Photo link is available only when the Allow Employee to Upload Photo option is enabled on the Installation Table - HCM Options Page.

This example illustrates the Select Photo page.

Select Photo page

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

Field or Control

Description

Upload

Select to upload your own photo image. This image becomes the My Photo image. The photo must be a JPEG and the photo upload size is determined by the photo settings on the HCM Options Page.

My Photo

Select this option to have the pages that display an employee photo show the latest photo image that you have uploaded. If you have not uploaded an image for yourself, this option is not available.

HR Photo

Select this option to have the pages that display an employee photo show the official HR photo image of yourself.

No Photo

Select this option to have the pages that display an employee photo show a dummy photo image.

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

Navigation:

  • Select the Personal Details tile on a PeopleSoft Fluid Employee Self Service home page. then select the Addresses tab or tile.

  • Self Service > Personal Information > Personal Details

  • (Employee) Navigate to the (Employee) Remote Worker Request - Verify Address Page and select the add button or a row.

This example illustrates the Addresses (summary) page.

Addresses (summary) page

Note: The page display may vary by device, access method, and setup configuration. For example, the transaction name appears on the content page when accessing the information from the navigation collection. When accessing the page from the Personal Details dashboard, the title of the page appears in the header.

Important! Available address types and whether you can add, update, delete, or view as display only are configured on the Address Type Control Page.

Field or Control

Description

<Type> Address sections

Note: Where <Type> indicates what sort of address details you are accessing, such as Home Address.

Select an address row to access the <Type> Address (Detail) Page and view, update, or delete your address details.

Add <Type> Address button

This button appears when you have not defined the address type and you have been granted edit ability.

Select to add an address type.

When Using Approvals

When using approvals (AWE) and the employee 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 was 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.

Note: Managers will use the Pending Approvals - <Transaction Name> Page for an Address Change transaction request to approve and address change.

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

Note: Where <Type> indicates what sort of address details you are accessing, such as Home Address.

Navigation:

  • Select an address on the Addresses (summary) page to update an existing address.

  • Select the Add Address button or icon on the Addresses (summary) page.

  • (Employee) Navigate to the (Employee) Remote Worker Request - Verify Address Page and select the add button or a row.

This example illustrates the <Type> Address (Detail) page that was configured as Full Edit, allowing the employee to edit or event delete the address.

<><Type> Address (detail) page with the ability to delete

Note: The page layout and options vary depending on the value in the Country field and the address type configuration. The Address Type Control Page configuration determines whether you can add, update, delete, or only view an address type.

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

Description

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 icon button (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 Pending Approvals - Attachments Page. After a request with an attachment is approved, administrators can view the attachments when accessing the Modify Person component from the Modify Person Tile.

Administrators can view attachments employees uploaded from this self service page using the Modify Person component (see Add (or Edit) Address Page).

See also (Fluid) Pages Used to Update Personal Data and Modify Person Tile.

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

Video: PeopleSoft Fluid HCM Attachments

Video: Image Highlights, PeopleSoft HCM Update Image 27: Fluid HCM Attachments Uptake for Address TransactionUnderstanding Country Codes

Using Approvals

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.

Note: Managers will use the Pending Approvals - <Transaction Name> Page for an Address Change transaction request to approve and address change.

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

Navigation:

Select the Personal Details tile on a PeopleSoft Fluid Employee Self Service home page, then select the Contact Details tab or tile on the Personal Details page.

This example illustrates the Contact Details page.

Contact Details page

Note: The page display may vary by device and access method. For example, the transaction name appears on the content page when accessing the information from the navigation collection. When accessing the page from the Personal Details dashboard, the title of the page appears in the header.

Select a row to view, 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:

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

Navigation:

  • Select a phone number row on the Contact Details page to update or delete an existing phone number.

  • Select the Add Phone Number button or icon to create a new phone number.

This example illustrates the Phone Number page configured as Full Edit and allows the employee to edit and delete the phone number.

Phone Number page configured for full edit

Note: The page layout and options vary depending on the Phone Type Control Page configuration settings and determines whether you can add, update, delete, or only view a phone type.

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, if available, 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.

Navigation:

  • Select an email address row on the Contact Details page to update or delete an existing email address.

  • Select the Add Email Address button or icon to create a new email address.

This example illustrates the Email Address page.

Email Address page

Note: The page layout and options vary depending on the Email Type Control Page configuration settings and determines whether you can add, update, delete, or only view an email type.

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, if available, 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.

Navigation:

  • Select an instant message ID row on the Contact Details page to update or delete an existing instant message ID.

  • Select the Add Instant Message button or icon to create a new instant message ID.

This example illustrates the Instant Message page.

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

Navigation:

Select the Personal Details tile on a PeopleSoft Fluid Employee Self Service home page, then select the Emergency Contacts tab or tile on the Personal Details page.

This example illustrates the Emergency Contacts (summary) page.

Emergency Contacts (summary) page

Note: The page display may vary by device and access method. For example, the transaction name appears on the content page when accessing the information from the navigation collection. When accessing the page from the Personal Details dashboard, the title of the page appears in the banner.

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.

Navigation:

Select an emergency contact on the Emergency Contacts (summary) page, or select the Add Emergency Contact button or icon.

This example illustrates the Emergency Contact (detail) page.

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.

Navigation:

On the Emergency Contact (summary) page, select an existing address, or select the Add button that appears if no addresses exist.

This example illustrates the Emergency Contact - Address page.

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.

Navigation:

On the Emergency Contact (summary) page, select an existing phone number, or select the Add Phone Number button or icon.

This example illustrates the Emergency Contact - Phone Number page.

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

Navigation:

Select the Personal Details tile on a PeopleSoft Fluid Employee Self Service home page, then select the Social Media tab or tile on the Personal Details page.

This example illustrates the Social Media (summary) page.

Social Media (Summary) page

Note: The page display may vary by device and access method. For example, the transaction name appears on the content page when accessing the information from the navigation collection. When accessing the page from the Personal Details dashboard, the title of the page appears in the banner.

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

Description

Download to Excel Social Media button Download to Excel Social Media button

Select this button to export the data to an Excel spreadsheet.

Find Social Media button 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.

Navigation:

  • Select a social media row on the Social Media (Summary) page to update or delete an existing social media account.

  • Select the Add Social Media button to create a new social media account.

This example illustrates the Social Media (detail) page.

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.

Field or Control

Description

Social Media and URL

Select a social media type. When you select a social medial type, the URL field displays. Valid social media types and their URLs are defined on the Social Media Type Page.

You can add only one account per social media type. After you have entered information for a social media type, that type no longer appears in the drop-down list.

User ID/Handle

Enter the user ID or handle for the social media account.

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

Navigation:

Select the Personal Details tile on a PeopleSoft Fluid Employee Self Service home page, then select the Marital Status tab or tile on the Personal Details page.

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

Marital Status page - with eBenefits

Note: The page display may vary by device and access method. For example, the transaction name appears on the content page when accessing the information from the navigation collection. When accessing the page from the Personal Details dashboard, the title of the page appears in the banner.

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:

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.

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

Marital Status page - without eBenefits

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.

Navigation:

Select the Personal Details tile on a PeopleSoft Fluid Employee Self Service home page, then select the Name tab or tile on the Personal Details page.

This example illustrates the Name (summary) page.

Name (summary) page

Note: The page display may vary by device and access method. For example, the transaction name appears on the content page when accessing the information from the navigation collection. When accessing the page from the Personal Details dashboard, the title of the page appears in the banner.

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.

Navigation:

Select your name row on the Name (summary) page.

This example illustrates the Name (detail) page.

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

Description

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 icon button (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.

Administrators can view attachments employees uploaded from this self service page using the Modify Person component (see Name Page).

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

Video: PeopleSoft Fluid HCM Attachments

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

Use the Gender Identity page (HR_EE_GENDER_FL) to view a summary of your gender identity and expression details.

Navigation:

Select the Personal Details tile on a PeopleSoft Fluid Employee Self Service home page, then select the Gender Identity tile on the Personal Details dashboard.

Important! Enable Gender Identity must be enabled on the Installation Table - HCM Options Page for employees to be able to access this page from the tile.

Note: This page is not available from the Personal Details Navigation Collection.

This example illustrates the Gender Identity page when the employee is assigned to a region configured for gender identification.

Gender Identity page

These videos provide an overview of the gender identity functionality:

Video: Image Highlights, PeoleSoft HCM Update Image 41: Gender Identity and Expression

Video: PeopleSoft Gender Identity and Expression

Note: The page will not display historical gender identity rows for the employee. It will display the current row, future rows, and those pending approval. However, the administrator can use the Biographical Details Page to view historical information for a person.

Field or Control

Description

Gender or Current Sex

Displays the current sex that is defined in your Personal Data pages.

Note: This field label is configurable and may vary. Gender displays by default, and Current Sex is delivered as the configurable new label, but these can be overwritten. See the Gender Configuration Page on information on how to change the label.

Status

Displays if a row is current or the date when it will become current.

Approval Status

Displays if the row has been submitted for approval. Rows that have been approved will be blank.

You can have only one pending (Submitted for Approval) row at a time. When a pending approval row exists, you cannot update gender details.

Gender Details edit icon Gender Details Edit arrow icon

Select the row with the Gender Details Edit arrow > icon to access the Gender Details Page to update and submit updated information about your gender identity.

Note: If your job data lists a region that is not configured for and participating in the gender identity functionality, this page will not display the edit arrow >.

Working with Regions and Recording Gender Identity Information

Since gender information is driven by region, there are situations that will impact what you can access on the Gender Identity pages.

Assuming all setup has been done to enter gender details, consider the following scenarios in regards to the regulatory region you are assigned on the Job Data - Work Location Page:

  • An employee transfers from one region (set up for gender identification) to another region (set up for gender identification). The Gender Identity page will display an Add button for the employee to enter gender details, since values may vary by region.

    This example illustrates the Gender Identity page when you move to a new regulatory region and need to enter gender information specific to that region by using the Add + button.

    Gender Identity page when an employee changes regions

    Field or Control

    Description

    Add button Add button

    Displays this button when you change regions and you need to update gender information to reflect that region's specifications.

  • An employee's primary job is associated with a region that is not configured for gender identification. In this case, the fields on the Gender Identity page will only display the Gender (or Current Sex) field and you cannot access the Gender Details page to enter additional information.

    This example illustrates the Gender Identity page when you moved to a new regulatory region and the region is not set up to track gender identity information.

    Gender Identity page when an employee is associated with a nonparticipating region

Use the Gender Details page (GENDER_EDIT_SCF) to view or enter gender identity and expression details.

Navigation:

Select a row or the Add button from the Gender Identity Page.

This example illustrates the Gender Details page.

Gender Details page

Use this page to view or enter gender identity information that you want to provide to your Human Resources department to be stored in your Personal Data. Enter only those fields you wish to record, with the exception of Gender (or Current Sex), which is a required field.

This information will only be available to the HR administrator accessing Personal Data, with the exception of Gender (or Current Sex) and pronouns. Gender (or Current Sex) is a common field used throughout the HCM application, such as on the benefits pages, and only viewable to you and HR. Pronouns will appear on the company directory, if configured to display.

Field or Control

Description

Change As Of

Enter the date that you want to make updates to your gender identity information. When you submit this information and it is approved, the system will use this date to insert a row in the Biographical History section of the Biographical Details Page in Personal Data.

If you use the same date for a row that already exists in Personal Data, the system will correct the information for that row with the new details you enter here.

Region

Displays the regulatory region you are assigned on the Job Data - Work Location Page. The regulatory region controls the valid values for the gender-related fields.

The setup for the following field is defined on the Gender Configuration Page. The setup determines the following:

  • The name of the field label. This label is configurable, where Gender is the label provided by default and Current Sex is delivered as the configurable new label, but these can be overwritten.

  • If the Gender (Current Sex) field should be display only or editable. If it is display only, you will need to contact your HR administrator to update the information.

Field or Control

Description

Gender or Current Sex

Displays your current sex defined in Personal Data.

If this field is available, enter your current sex. When you update this information, the system triggers the approval process. After this gender change request has been approved, the system will update the Personal Data pages with the new Gender (Current Sex) value as of the specified date.

The setup on the Gender Details Page determines if the following fields are available for edit and their valid values. When fields are shown as display only, you will need to contact your HR administrator to update the information.

Field or Control

Description

<><gender field label> List Information icon

<gender field label> List Information icon

Select this icon to access the <Gender Field Label> Values Page and view descriptions of values for gender-related fields.

Note: Field value definitions are defined by region.

Birth Sex

View or enter the sex you were assigned at birth.

Pronoun

View or select the pronouns you want people to use when addressing you.

When you provide this information, and the system is configured to show pronouns, they will display next to your name on the Company Directory Profile pages in fluid (see Using the PeopleSoft Fluid User Interface for the Company Directory).

To configure the Company Directory to display pronouns in fluid, see the Chart and Profile Settings - Profile Content Page.

Sexual Orientation

View or enter what you would describe as your inherent attraction to a sexual partner.

Gender Identity

View or enter what you would describe as your inner sense or self perception of being male, female, a blend of both, or neither. Your gender identity can be the same or different from the sex assigned at birth or your current sex.

Save button

Click to save and submit your changes.

Changes to the Gender (Current Sex) field, trigger the approval process, since this field is used by other applications in the system. Approvers can take action on these requests through the Pending Approvals - Gender Identity Change Page. Upon approval, the information is written to Personal Data using the Change As Of value as the effective date.

When you make changes to other fields on this page, the system automatically updates this and the Personal Data pages without needing approval.

Attachments

Use this section to manage attachments by uploading, deleting, or updating attachments.

The setup on the Gender Details Page determines if the following fields are available for edit. When fields not available, you will need to contact your HR administrator to display the information.

Field or Control

Description

Add Attachment button

If enabled and available, select to access the File Attachment page and upload supporting documents.

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 icon button (Delete) button

Select this button to remove an attachment from this page.

Administrators can view attachments employees uploaded from this self service page using the Modify Person component (see Biographical Details Page).

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

Video: PeopleSoft Fluid HCM Attachments

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

Voluntary Self-Identification

The setup on the Gender Details Page determines if the following field is available. When not available, you will need to contact your HR administrator to display the information.

Field or Control

Description

I agree to self identify

Select to indicate that you agree with the gender attribute details you provided. This is required to save the data you entered on this page.

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

Navigation:

Select the Personal Details tile on a PeopleSoft Fluid Employee Self Service home page, then select the Ethnic Groups tab or tile on the Personal Details page.

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.

Ethnic Groups page (two-question format)

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.

Ethnic Groups (summary) page

Note: The page display may vary by device and access method. For example, the transaction name appears on the content page when accessing the information from the navigation collection. When accessing the page from the Personal Details dashboard, the title of the page appears in the banner.

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.

Navigation:

Select the ethnicity information on the Ethnic Groups page when the page displays information in the two-question format.

This example illustrates the Ethnicity page.

Ethnicity page

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

Navigation:

  • Select an ethnic group on the Ethnic Groups page to modify or delete an existing ethnic group.

  • Select the Add an Ethnic Group button or icon to add a new ethnic group.

This example illustrates the Ethnic Group page.

Ethnic Group (detail) page

Select the Delete button to remove the ethnic group.

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

Navigation:

Select the Personal Details tile on a PeopleSoft Fluid Employee Self Service home page, then select the Disability tab or tile on the Personal Details page.

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.

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

Voluntary Self-Identification of Disability page

Video: Image Highlights, PeopleSoft HCM Update Image 17: Updating Disability and Veteran Status in the Fluid User Interface

Video: Image Highlights, PeopleSoft HCM Update Image 35: Voluntary Self-Identification of Disability Form

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.

Note: The Voluntary Self-Identification of Disability page is always blank when opened, even if the employee previously entered and saved information. Administrators can view previously entered disability information for an employee by accessing the employee’s Disability page (HR_DISABILITY) and clicking the View History link to display the Disability History page (DISABILITY_USA_SEC).

Field or Control

Description

Name, Employe ID, and Date

The system displays the employee’s name, identification number, and the current date.

How do you know if you have a disability?

Field or Control

Description

Please check one of the boxes below

Select one disabled value option. One must be selected.

All options are blank by default, unless the employee or administrator has previously entered disability data, in which case that data appears.

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

Navigation:

Select the Personal Details tile on a PeopleSoft Fluid Employee Self Service home page, then select the Veteran Status tab or tile on the Personal Details page.

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

Veteran Status page (1 of 2)

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

Veteran Status page (2 of 2)

Video: Image Highlights, PeopleSoft HCM Update Image 17: Updating Disability and Veteran Status in the Fluid User Interface

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,

Navigation:

Select the Personal Details tile on a PeopleSoft Fluid Employee Self Service home page, then select the Form I-9 tab or tile on the Personal Details page.

Note: The Personal Details Tile tile will display the Action Required message when an employee working in the U.S. needs to submit I-9 form information.

This example illustrates the Form I-9 page when you still need to submit the form.

Form I-9 page

This example illustrates the Form I-9 page when you have already submitted the form.

Form I-9 page when submitted

Video: Image Highlights, PeopleSoft HCM Update Image 17: Updating Disability and Veteran Status in the Fluid User Interface

Video: Image Highlights, PeopleSoft HCM Update Image 34: Form I-9 2020 Updates for USA

Field or Control

Description

I-9 Instructions for Employee link

Select this link to open a new browser window and review instructions on how to complete Form I-9.

Submit Form I-9 button

This button is available when you need to submit the Form I-9.

Select to access the (Employee) Employment Eligibility Verification Page, Section 1. Employee Information and Attestation to enter and submit I-9 information as the employee.

View Form I-9 button

This button is available when you have already submitted I-9 verification data.

Select to view the Employment Eligibility Verification page in display only mode.

Edit Form I-9 button

This button is available when you have already submitted I-9 verification data.

Select to access the Employment Eligibility Verification page to make corrections to the I-9 and resubmit the form.

To access the form and see field definitions for the I-9, see the (Employee) Employment Eligibility Verification Page, Section 1. Employee Information and Attestation (HR_I9_EE) documentation.

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

Navigation:

  • Select the Personal Details tile on a PeopleSoft Fluid Employee Self Service home page, then select the Business Partners tab or tile on the Personal Details page.

  • From the OnBoarding Dashboard, select the Business Partners Tile.

    (This option is available for those workers who have an OnBoarding activity guide in progress.)

Note: The Personal Details page will not display the Business Partners tab if the person who is viewing this page is not associated with a business partner team or if the team is not configured to display on Personal Details. For configuration settings, see the Configure Business Partner Page.

This example illustrates the Business Partners page.

Business Partners page

Note: The page display may vary by device and access method. For example, the transaction name appears on the content page when accessing the information from the navigation collection. When accessing the page from the Personal Details dashboard, the title of the page appears in the banner and other headings may appear on the page.

Use this page to view your business partner contact information.

This video demonstrates the HR Business Partners feature:

Video: Image Highlights, PeopleSoft HCM Update Image 31: HR Business Partners

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

Navigation:

Select the Personal Details tile on a PeopleSoft Fluid Employee Self Service home page, then select the Additional Information tab or tile on the Personal Details page.

This example illustrates the Additional Information page.

Additional Information page

Note: The page display may vary by device and access method. For example, the transaction name appears on the content page when accessing the information from the navigation collection. When accessing the page from the Personal Details dashboard, the title of the page appears in the banner and other headings may appear on the 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.

Employee Information

This section will display your Human Resources business partner contact information when you are associated with a Human Resources business partner team.

When you are not part of a business partner team, this section will display a message to contact the Human Resources department if any of your employee information is incorrect.

This video demonstrates the HR Business Partners feature enhancement:

Video: Image Highlights, PeopleSoft HCM Update Image 32: HR Business Partner Enhancements

For more information on business partners and business partner setup, see the Configuring Business Partners documentation.