(Fluid) Adding a Person

Next button

Select this button to initiate the Validation process for a page.

This will check for entry errors or warnings. If the process does not find errors or warnings, or you choose to ignore the warning messages, the activity guide moves you to the next page in the horizontal process. For Person Data, that would be the Summary page. For the creation of an organizational relationship (employee, contingent worker, or person of interest), the process would move to the Job Data page.

Previous button

The Previous buttons appears on Job Data and Summary pages to allow you to navigate back to a previous step and make changes, as needed.

Add Person Tile

Add a Person record only.

PERSON2 (Person)

HR_PERSDATA (Person)

• Person Data

• Summary and Review

Modify Person Tile

Modify the Person record only.

PERSON2 (Person)

HR_PERSDATA (Person)

• Person Data

• Summary and Review

Create Employee Tile

Add a new Person and Job Data record with an employee relationship in the system.

HRPJORG

Manage Person & Org Relationship (HR_PERSONORGREL)

• Person Data

• Job Data

• Review and Submit (Summary)

Create Contingent Worker Tile

Add a new person with a continent worker relationship in the system.

HRPCWRJ (Create Contingent Worker)

Manage Person & Org Relationship (HR_PERSONORGREL)

• Person Data

• Job Data (Employment Data)

• Review and Submit (Summary)

Create Person of Interest Tile

Add a new Person and Job Data record with a person of interest relationship (with a job) in the system.

HRPPOIJ

Manage Person & Org Relationship (HR_PERSONORGREL)

• Person Data

• Job Data

• Review and Submit

(Fluid) Organizational Relationship Tile

Add an organizational relationship for a person already in the system (employee, contingent worker, or person of interest with a job).

ADDORG1 (Add Job Relationship)

Add Job Relationship (HR_JOBREL_ADD)

• Job Data

• Review and Submit

Organizational Relationship link

Select this link to access the (Fluid) Organizational Relationship Page to view a summary of a person's organizational relationships.

You must have security access for this person to view the organizational relationship.

(Edit) button

Select this button to access the Person Data page (Modify Person component) in correction mode and make edits to a Person Data record already in the system.

You must have security access for this person to edit the personal data.

(View Person Details) button

Select to access the Personal Data page in view mode to verify if this is the same person.

You must have security access for this person to view personal data.

Format Type

Select the name format. This value controls the name field and layout configuration in the name section.

View Name link

Select to view how the pages and reports will show the display, formal, and full name throughout the system.

Add Attachment button

Select this button to open the File Attachment page and upload a file. After you have selected and uploaded the file, select Done to return to this page.

Attachments link and Description

Displays the uploaded file as an active link in the Attachments field. Enter a description of the file. The page will also display who uploaded the file and the date and time it was uploaded.

Date of Birth

If you entered a Date of Birth value on the Add Person Page, the page will auto populate this field with that information, but you can overwrite it here.

Enter the person's date of birth. If you leave this field blank, a warning message appears during the validation process.

Birth Country

Select a country. Based on the selected country, the system might display additional fields, such as Birth State, Province, County, Prefecture, and so forth.

Birth Location

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

(BRA) If the selected birth country is BRA (Brazil), this field becomes a prompt field for cities.

Date of Death

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

Waive Data Protection

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.

Swipe to Yes if you obtain the employee's consent to share personal data with users in other European Union member nations.

Add Biographical Details or button

Select to access the Biographical Details Page and add details about a person's education level, marital status, gender and orientation details, and add supporting attachments.

If you do not enter biographical details, the system will save the default values of unknown or not indicated for this person when you move to the next page in the activity guide process.

Effective Date, Gender, Highest Education Level, and Marital Status

These fields appears when Enable Gender Identity is deselected on the Installation Table - HCM Options Pageand you have added information on the Biographical Details page.

Effective Date, Current Sex, Pronoun, Gender Identity, Highest Education Level, and Marital Status

These fields appears when Enable Gender Identity is selected on the Installation Table - HCM Options Pageand you have added information on the Biographical Details page.

(View Biographical Details) button

This button is available when you have added information on the Biographical Details page. Select to access the Biographical Details page and view further details or make changes.

Add National ID or button

Select to open the National ID Page and enter details about the national identification number.

If you do not enter nation ID information, the system will save the default values for this person when you select Next and move to the next page.

Country, National ID Type, National ID, and Primary ID

Displays these fields when you have added information on the National ID page.

(View National ID) button

This button is available when you have added information on the National ID page. Select to access the National ID page and view further details or make changes.

Add Attachment

Select this button to access the File Attachment page and upload files.

This button is not available when viewing an attachment that was uploaded by the employee on the Name (Detail) Page in self service unless in Correct History mode.

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

Select this button to remove an attachment from the Name page.

This button is not available when viewing an attachment that was uploaded by the employee on the Name (Detail) Page in self service unless in Correct History mode.

Regulatory Region

Enter a region that is configured for gender identification.The valid values for the remaining fields are based on the regulatory region you enter here.

Current Sex (label name may vary)

This is the only required field in the Gender and Orientation Details section.

Select the person’s current sex. By default, the value is set to Unknown. Valid values come from the translate table and are not tied to region.

<gender field label> Information icon

Select this icon to access the <Gender Field Label> Values Page and view descriptions of values for gender-related fields. This displays the values entered by region on the configuration Gender Details Page.

Birth Sex

Enter the sex assigned at birth.

Pronoun

Select the pronouns this person prefers to be called.

Sexual Orientation

Enter this individuals inherent attraction to a sexual partner of a certain gender.

Gender Identity

Enter the person's inner sense or self perception of being male, female, a blend of both or neither. One's gender identity can be the same or different from their sex assigned at birth or current sex.

Add Attachment button

Select this button to open the File Attachment page and upload a file. After you have selected and uploaded the file, select Done to return to this page.

This button is not available when viewing an attachment that was uploaded by the employee on the Gender Details Page in self service unless in Correct History mode.

Attachments link and Description

Displays the uploaded file as an active link in the Attachments field. Enter a description of the file. The page will also display who uploaded the file and the date and time it was uploaded.

Delete icon button

Select this button to remove an attachment from the Biological Details page.

This button is not available when viewing an attachment that was uploaded by the employee on the Gender Details Page in self service unless in Correct History mode.

Country

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

National ID Type

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

Add new rows to enter one or more ID types for a person.

National ID

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.

Primary ID

Set to Yes if the national ID is the person's primary ID. If this is the only data row for this person, the system selects it as Yes by default. You can deselect it.

Tax Ref

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

National ID Expiry Date

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

Add Attachment button

Select this button to open the File Attachment page and upload a file. After you have selected and uploaded the file, select Done to return to this page.

Attachments link and Description

Displays the uploaded file as an active link in the Attachments field. Enter a description of the file. The page will also display who uploaded the file and the date and time it was uploaded.

Display History

This option is available when you access and existing record from the Modify Person Tile or access and existing person record.

Set to Yes to display all historical address rows.

Set to No to show only the current row for each address type.

Add Address or button

Select to open the Add (or Edit) Address Page and enter address details for this person.

Address Type, Effective Date, and Address

Displays these fields when you have added information on the Address page.

(Add/Edit address) button

This button is available when you have added information on the Address page.

Select to access the Edit Address page and view additional details or make changes.

Add Phone or button

Select to open the Phone Number Page and enter phone numbers for this person.

Type, Number, Extension, and Preferred

Displays these fields when you have added information on the Phone Number page.

If this is the only phone number row for this person, the system selects it as the preferred number by default. You can deselect it on the Phone Number page.

(Edit) button

This button is available when you have added information on the Phone Number page.

Select to access this page and view or make changes to the number.

Add Email or button

Select to open the Email Address Page and enter details about an address.

Country, National ID Type, National ID, and Primary ID

Displays these fields when you have added information on the Email Address page.

If this is the only email row for this person, the system selects it as the preferred email by default. You can deselect it on the Email Address page.

(Edit) button

This button is available when you have added information on the Email Address page.

Select to access the National ID page and view or make changes.

Add Attachment button

Select this button to open the File Attachment page and upload a file. After you have selected and uploaded the file, select Done to return to this page.

This button is not available when viewing an attachment that was uploaded by the employee on the <Type> Address (Detail) Page in self service unless in Correct History mode.

Attachments link and Description

Displays the uploaded file as an active link in the Attachments field. Enter a description of the file. The page will also display who uploaded the file and the date and time it was uploaded.

Delete icon button

Select this button to remove an attachment from the Address page.

This button is not available when viewing an attachment that was uploaded by the employee on the <Type> Address (Detail) Page in self service unless in Correct History mode.

Regulatory Region and Ethnic Group

Select an ethnic group. You set up ethnic groups on the Ethnic Groups page.

(AUS) Affirmative action reports and the ATSI (Aboriginal and Torres Strait Islander) code come from this page.

(GBR) Values are based on U.K. equal opportunity ethnic categories.

(USA) 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.

Regulatory Region and Religion

Enter the person's religion.

In (MYS) Malaysia, (THA) Thailand, and (SGP) Singapore, you use the Ethnic Group and Religion fields for eligibility and calculation of festive advances.

Smoker and As of

Indicate if the person is a smoker and enter the date on which the person started smoking. A person's smoker status affects benefits eligibility and rate determination in PeopleSoft Human Resources (HR) Manage Base Benefits and is required for regulatory reporting.

Military Status

Enter the person's military status.

(RG/RNE)

Issued By

Enter the Registro Geral (RG) or Registro Nacional de Estrangeiros (RNE) issuing entity. This information is required if you enter the individual's general registry or foreigner ID number on the National ID Page.

Issued Date and State

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

Expiration Date

Enter the expiration date for the listed entity.

(RIC)

Issued By

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

Issued Date and RIC State

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

Expiration Date

Enter the expiration date for the listed entity.

(CTPS)

Series

Enter the work card number.

Issued Date

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

State

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

Expiration Date

Enter the expiration date for the listed entity.

(Voter Data)

Zone, Section, City, and State

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

(Military Data)

Series, Region, and Category

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

State

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

Cert Type (certificate type)

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

(PIS/PASEP)

Issued Date

Enter the date of issuance at PIS / PASEP. This information is required if the PIS/PASEP number is provided on the National ID Page.

(Class Entity Registration)

Issued By

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

Issued Date and State

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

Expiration Date

Enter the expiration date for the listed entity.

(History)

Add History or button

(Edit) button

Select an add button to access the (BRA) History Page and add historical details about a person's ethnicity, blood type, education, residency, and so forth.

The Edit > button is available when you have added information on the Brazilian History page. Select to access the History page and view additional details or make changes.

Effective Date, Regulatory Region, Ethnic Group, Country of Nationality, and Residence Period

Displays these fields when you have added information on the Brazilian History page.

Self Identification Data link

Select this link to access the (CAN) Canada Self IdentificationData Page, where you enter ethnic background information for the person.

This link is visible only to users with access to the Canada Self IdentificationData 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.

Bilingualism Code

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.

Health Care Number and Health Care Province

Enter a number and select the health care province.

Guardian

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.

Place of Origin

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

Main Origin

Swipe to Yes 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.)

Hukou Type and Hukou Location

Enter the person's Hukou type and locatoin.

Working Life Start Date

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

Working & Living Status

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

Issue Date

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

Renew Date

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

Expiration Date

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

Political Status

Enter the person's political status.

Native Place

Enter the town or city or area that a person is from, especially the one in which they were born and lived while young.

HR Responsible ID

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

Expected Military Date

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

Nationality Date

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.

Nationality Key and Nationality

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

Disabled

Select if the person is disabled.

Social Security Affiliation Dt (social security affiliation date)

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

Previous Employment Situation

Select the previous employment code for this person.

Target Education Level

Indicate the target education level for this person.

Date of First Entry in France

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.

CPAM ID (Caisse Primaire d'Assurance Maladie ID)

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.

Expected Retirement Date

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.

Before April 6, 1950.

60 years.

After April 6, 1950 and before April 6, 1955.

Retirement date is delayed one month for each month that the woman is born after April 6, 1950.

After April 6, 1955.

65 years.

Community Background

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

Arrived by Direct Question

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

Determination Date

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.

Blood Type

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.

Caste

Select the person's caste.

Military Status Italy and Type of Service

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

Function or Rank

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

Military End Date

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

Honseki Prefecture

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

AFORE (Retirement Funds Institution Code Mexico)

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

Med Region Code (medical region code)

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

Ethnic Group

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.

Primary

Set to Yes if this is the primary ethnicity for a person, if applicable.

Add Work Status, button

(Edit) button

Select the add button to access the (USA) Work Status Page and add medicare, citizenship, and military information.

The Edit > button is available when you have added information on the Work Status page. Select to access the Work Status page and view additional details or make changes.

Effective Date, Date Entitled to Medicare, Eligible to Work in U.S,, Military Status, and Discharge Date

Displays these fields when you have added information on the Work Status page.

Supporting Document Required

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.

Date Entitled to Medicare

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

Citizenship (Proof 1) and Citizenship (Proof 2)

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

Eligible to Work in U.S.

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

Military Status

Shows the military status option selected by the employee on the Veteran Status Page.

The default values is a blank field.

Military Discharge Date

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 Military Discharge Date page).

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

Edit Discharge Date

Select to access the Military Discharge Date page where you can edit the employee’s military discharge date.

Add Attachment button

Select this button to open the File Attachment page and upload a file. After you have selected and uploaded the file, select Done to return to this page.

Attachments link and Description

Displays the uploaded file as an active link in the Attachments field. Enter a description of the file. The page will also display who uploaded the file and the date and time it was uploaded.

Proceed with warning check box

This check box appears when there are warning messages only.

Select this check box when you have warning messages that you want to ignore.

Create Employee

Select to access the Add Person Page and add a person with an employee job instance.

Create Continent Worker

Select to access the Add Person Page and add a person with a contingent worker job instance.

Create Person of Interest

Select to access the Add Person Page and add a person with a person of interest job instance.

Add Person

Select to access to the Add Person Page and add person data only.

Modify Person

Select to access the Modify Person pages (Modify Person Tile) and update person data only for an existing person.

Organizational Relationship

Select to access the (Fluid) Organizational Relationship Page and add or view a summary of a person's organizational relationships.

Manage Job

Select to access the Manage Job pages in fluid and add new job rows or update a person's historical job data using the fluid pages. See (Fluid) Updating Job Data.