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.

Pages Used to Maintain Employee Data

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

Common Elements Used to Maintain Employee Data

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.

Employee Data Page (Employee Self-Service)

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, and then Travel and Expenses, and then Review/Edit Profile, and then Employee Data

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

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.

Employee Data Page (Travel and Expenses)

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, and then Manage Employee Information, and then Update Employee Detail

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

Note:

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

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