Managing Advanced Government-Issued ID for Employees

If you use the Advanced Government-Issued ID Tracking feature, you can enter information for employees about these types of ID:

Passport Number
Driver’s License Number
Individual Taxpayer Identification Number (ITIN)
Inland Revenue Department Number (IRD)
National Insurance Number (NINO)
Social Insurance Number (SIN)
Social Security Number (SSN)
Tax File Number (TFN)

With the Advanced feature, you can also add information for custom types that you have created. Ensure that you enter information exactly as it appears on the original documents.

You enter this information in two ways: from the employee record, or from list page for the type of ID you are entering.

Adding or Editing Passport Information

Use the following procedure to add or edit passport information.

To add or edit passport information:

Go to Lists > Employees > Employees and then click Edit beside the employee whose information you want to add or edit.
On the Government-Issued ID subtab, under Passport, click New Passport.
In the Passport window, enter the Nationality.
Enter the Date of Issue.
Optionally, enter a Description, especially if you are entering more than one passport for this employee.
Enter the employee’s Name As It Appears On Document.
Enter the Date of Expiration.
Enter the Issuing Authority/Region.
Enter the Passport Number.
Click Save.

Adding or Editing Driver’s License Information

Use the following procedure to add or edit driver’s license information.

To add or edit driver’s license information:

Go to Lists > Employees > Employees and then click Edit beside the employee whose information you want to add or edit.
On the Government-Issued ID subtab, under Driver’s License, click New Driver’s License.
In the Driver’s License window, enter the Date of Issue.
Optionally, enter a Description, especially if you are entering more than one driver’s license for this employee.
Enter the employee’s Name As It Appears On Document.
Enter the Date of Expiration.
Enter the Class/Level of the license.
Enter the Issuing Authority/Region.
Enter the Driver’s License Number.
Click Save.

Adding or Editing Other ID Information

Use the following procedure to add or edit other ID information.

To add or edit other ID information:

Go to Lists > Employees > Employees and then click Edit beside the employee whose information you want to add or edit.
On the Government-Issued ID subtab, under Other Government-Issued IDs, click New Government-Issued ID.
In the Other Government-Issued ID window, select an ID type from the Government-Issued ID Type list. If the ID type you want to add does not appear in the list, you can add custom ID types. For more information, see Managing Government-Issued ID Types.
Click the Number field and then enter the ID number.
Click the Name As It Appears On Document field and then enter the employee’s name. Ensure that you enter the name exactly as it appears on the document.
Optionally, click the Description field and then enter a description for this ID.
Optionally, enter the Date of Expiration.
Add any more IDs for this employee.
Click Save.