Maintaining Employee Profile Data

To update employee profiles, use the Update Profile (EX_EE_PROFILE2.GBL) component.

PeopleSoft Expenses enables you to send reimbursement checks to home addresses or other mailing addresses, such as a company location. This helps those who receive reimbursements while on long assignments away from their primary residences.

Page Name

Definition Name

Usage

Employee Data Page (Employee Self-Service)

EX_PERSONAL_DATA

View employee personal information and that PeopleSoft Expenses uses to distribute reimbursements.

Employee Data Page (Travel and Expenses)

EX_PERSONAL_DATA2

Field or Control

Description

Employee Information (group box)

Personal data originates in your human resource system or is entered manually through the Travel and Expenses navigation.

Personnel Status

Indicates whether the individual is an Employee or a Non-Employee.

Telephone

Displays the employee's telephone number.

Employee Base

Indicates where the employee works.

Send Payments To

Indicates where reimbursement checks are sent. Home Address is the default.

Home Address (group box)

Displays the employee's residential address. Select a country to activate the appropriate address fields.

Mailing Address (group box)

Displays an alternate address to which to send reimbursement checks. Select a country to activate the appropriate address fields.

Use the Employee Profile - Employee Data page (EX_PERSONAL_DATA) to view employee personal information that PeopleSoft Expenses uses to distribute reimbursements.

Navigation:

Employee Self-Service > Travel and Expenses > Review/Edit Profile > Employee Data

This example illustrates the fields and controls on the Employee Data page from Employee Self-Service.

Employee Data (from Employee Self-Service)

Use the Phone number section to enter or update phone number that will be used by the employee to send text message using Twilio.

Field or Control

Description

Text Message

Select the phone number to send and receive a text message via Twilio integration. This check box is available only if the Phone Type is Mobile.

Note: The Text Message field is unavailable if the Business Unit is not set up to allow text messages. To set up Business Unit to allow text messages, see Expenses Definition - Text Message Page.

Use the Employee Profile - Employee Data page (EX_PERSONAL_DATA2) to edit employee information that PeopleSoft Expenses uses to distribute reimbursements.

Navigation:

Travel and Expenses > Manage Employee Information > Update Employee Detail

This example illustrates the fields and controls on the Employee Data page from Travel and Expenses.

Employee Data page (from Travel and Expenses)

Note: Note: Most of the information on this page is the same as the data on the Personal Data (Edit) Page (Common Definitions).

See Installation Options - Overall Page, Displaying Preferred Name section to understand how the Employee Name fields are sourced.