1. Implementing Payroll for India
  2. Manage Person and Employment Information

Manage Person and Employment Information

You can change the person and employment information and add more details not captured in the new hire process.as needed.

Capture the birth and disability information that can't be entered in the new hire process, which needs to be entered and maintained in the Person Management transaction.

Manage Person Information

Here's how you can add the person information:

Navigation: Navigator > My Client Groups > Personal Details

  1. Search for and select the person record.

  2. View the person information in the different regions. Add new information or change the personal information added earlier.

    Field
    Name

    • Title

    • First name

    • Middle Name

    • Last Name
    Demographic Info

    • Religion

    • Marital Status

    • Gender

    • Highest Education Level
    National Identifiers

    • Permanent Account Number
    Biographical Info

    • Date of birth

    • Date of Death
    Disability Info Add the disability details
    Select India under Country and enter the relevant information.
    Note:

    • The list of categories is predefined for India

    • You can attach the disability certificate

  3. Complete all relevant disability information and click Submit.

Add Additional Information

Here's how you can add the extra personal details:

  1. Enter more country-specific person information using the Additional Person Info task

  2. Search for the person and choose India Miscellaneous Information and click Add to capture the following information

    • Community

    • Caste

    • Height

    • Weight

    • Ex-Service Person (Yes/No)

    • Residential Status

    • PAN Reference Number (if the person has no PAN Number but has applied for one)

  3. Save and select India Nomination Information and click Add to capture the nomination details for different types of benefits, such as PF, Gratuity, and Superannuation.

Manage Contacts

Here's how you can maintain the contact information for the employees:

  1. Manage information about contacts using Family and Emergency Contacts task.

  2. Search for and select the person you want to add the dependent for.

  3. To add a dependent:

    • Choose Select a person as a contact to add an existing person as contact. Capture the details and submit.

    • Or, select Create a new contact and add the new contact information.

  4. Manage the contact details using Contact Info task.

  5. Maintain the details about passports, citizenship, driver’s licenses, and visa and permits, using the Identification Info task.

  6. Update all the above information by choosing Person task in My Client Groups.

  7. Search the person you want to change the information for. Select each tab to enter and update different information. Save the details.

Manage Employment Information

Here's how you can maintain the employment information:

Navigation: Navigator > My Client Groups > Person Management

  1. You can maintain employment information using Person Management task in My Client Groups.

  2. Select to update or correct the information.

  3. Select the reason for correcting or updating the information.

  4. Enter or modify different employment information in the Employment Terms tab.

  5. Enter and update assignment information using the Assignment tab.

  6. Complete and save the details.