Person

This topic lists the implementation considerations for Person processes.

Additional Person Info

You can typically use field value defaulting and validation in these cases.

• Default the start date in a section with current application date, and prevent users from entering an earlier date.
• Default a segment (PEI_INFORMATION3) based on another segment (PEI_INFORMATION4) of the same context.
• Validate the format of a segment to be alphanumeric and exactly composed of 11 characters.

This table lists the supported attributes, exceptions, and the implementation recommendations for the Additional Person Info page.

Supported Fields In the Conditions To Default Field Values To Validate Field Values	Implementation Guidelines
Any segment part of a single or multi-rows context Initial field values	Defaulting and validation rules with error only are supported within the same Person EFF context.

Share Data Access

You can typically use field value defaulting and validation in these cases.

• Default expiration date to 2 weeks from current date
• Default text in the Notes field
• Default expiration date based on the recipient info
• Validate expiration date is no earlier than 2 weeks from current date and no later than one month from current date
• Validate expiration date is 2 months in the future

This table lists the supported attributes, exceptions, and the implementation recommendations for Share Data Access.

It applies to the pages under Me, My Team, and My Client Groups tabs.

Processes/Pages	In the Conditions	To Default Field Values	To Validate Field Values	Implementation Guidelines
Share Data Access	Legal Employer	Expiration Date Notes	Expiration Date Notes