Search for People

HCR_SM_SEARCH

Workforce Administration, Personal Information, Search for People

Search for and select a person.

Search by National ID

NID_LOOKUP

Workforce Administration, Personal Information, Biographical, Search by National ID

Locate a person’s employee ID by using the national ID. When you find the person’s employee ID, use it when you move to other search pages.

Empl Rcd Nbr

If the person has more than one organization instance or job record, enter the record that you want to access.

If you do not know which record you want to access, do not enter a value in this field. The system lists all the job records in the search results, enabling you to select the appropriate one.

Name and Last Name

If you’re not sure of the entire employee ID or name, make a partial entry in one of these fields and click Search to search for the correct name and ID.

You cannot use this field to search for last names using special characters, such as double-byte Japanese characters.

Organizational Relationship

Select the organizational relationship to narrow your search to Employees, Contingent Workers, or Person of Interest.

Alternate Character Name

If you selected the Alternate Character option for your user ID on the Primary Permission List Preferences table, you can also search for employee names by using the Alternate Character search feature in PeopleSoft Enterprise Human Resources.

Contract Type Table

CONTRACT_TYPE_TBL

Workforce Administration, Job Information, Contract Administration, Define Contract Types

Define the different types of contracts that your enterprise administers.

Contract Clause Table

CNT_CLAUSE_TABLE

Workforce Administration, Job Information, Contract Administration, Define Contract Clauses

Define special languages and riders that can be added to the main body of a workforce contract.

Contract Template Table

CNT_TEMPLATE_TABLE

Workforce Administration, Job Information, Contract Administration, Define Contract Templates

Set up all of your organization’s standard workforce contracts. Use the information that you define here when you assign contracts to employees and contingent workers in your organization.

See Setting Up Contracts and Unions.

Contract Status/Content

CONTRACT1

Workforce Administration, Job Information, Contract Administration, Update Contracts, Contract Status/Content

Add or update basic information about the contract between your organization and a worker, including the contract duration, type, and content.

You must have previously set up contract template IDs on the Contract Template Table page.

Contract Type/Clauses

CONTRACT2

Workforce Administration, Job Information, Contract Administration, Update Contracts, Contract Type/Clauses

Add or update any special contract clause information to the standard contract language for this worker.

Original Contract Data

CONTRACT_BEL_SEC

Click Original Contract on the Contract Type/Clauses page.

Enter information about the original contract that the new contract is replacing.

Signature Date/Probation Info

CONTRACT3

Workforce Administration, Job Information, Contract Administration, Update Contracts, Signature Date/Probation Info

Add or update the signature date, responsible party, and probation information. View basic job data.

Contract Information

RUNCTL_CNT001

Workforce Administration, Job Information, Contract Administration, Contract Information Report

Generate the Contract Information report (CNT001) that lists all contracts for a worker or the contract history for all workers within a designated period.

Contract Rule

Enter the number of the law that governs this kind of contract. A typical law number includes the type of law, law number, and year—for example, RD 3290/1997 or Ley 22/1995.

The system doesn’t edit your entry.

Allowed Extensions

Select to permit extensions to be added to this type of contract.

Min. Duration (minimum duration), Max Duration (maximum duration), and Unit

Specify the minimum and maximum length that is allowed for this type of contract. Enter a quantity in the Min. Duration and Max Duration fields and use the Unit field to select a unit of time. For example, if the minimum contract duration is six months, enter 6 in the Min. Duration field, then select Months from the available options in the Unit field.

Reduction ID

This field is active only if PeopleSoft Enterprise Global Payroll for Spain is installed. Select the reduction ID that corresponds to the contract type. The reduction ID identifies the specific reduction definition or rule that applies to an employer. In certain limited cases—such as when a company hires employees with disabilities, or hires workers older than 45 years of age—the employer may qualify for a reduction in the amount of social security contributions.

Soc. Sec. Nbr. For Employer Type (social security number for employer type)

Select a social security number type from the available options: none, Part Time, Regular, and Training.

Applicability

Select whether this contract type is applicable to employees, contingent workers, or both.

RSZ-Category

If you're entering a contract and you selected Employment as the contract type on the Contract Type / Clauses page, choose an RSZ category from the valid RSZ category codes stored on the RSZ Category Table page (CNT_RSZ_TBL_BEL).

RSZ-Submitted

Select to indicate that social insurance premiums need to be paid by the worker to the Belgian RSZ governing body for this job contract.

Reduced Charges Category

Select from among the categories, if appropriate.

Employers can lower their RSZ premium contributions if they are offering a job for one of the two reduced charges categories. Companies that employ workers who qualify for the reduced charges category enjoy lower employee costs.

Social Balance Category

Select the appropriate social balance category. This information is included on the BEL Social report.

Probation Period

If this worker's contract includes a probation period, use these two fields to specify how long it is. Use the first field to enter the appropriate quantity and the second field to select a unit of time. Units of time are none, Days, Months, or Years. For example, if the probation period is six months, enter 6 in the first field, and then select Months in the second field.

Refresh Vacation

Click to enter the default value for vacation periods from the Labor Agreement page in the Vacation Period field.

Vacation Period

Use these two fields to specify how much vacation the worker receives per year. Use the first field to enter the appropriate quantity and the second field to select a unit of time. Units of time are none, Months, Natrl Days (natural days), Weeks, or Work Days. For example, if the vacation period is 20 work days, enter 20 in the first field, and then select Work Days from the options in the second field.

Begin/End Week

Specify the days when the worker's work week begins and ends. The default values are Monday and Friday.

Compensation Rate Description

Enter a free-form description of the worker's compensation rate.

Hiring Center

Select the hiring center that is responsible for hiring this person.

Scheme ID

Select a scheme ID.

Social Security Contribution

Select a social security contribution ID for the selected contract and scheme ID. The system uses both the scheme ID and the contribution ID for social security calculations, to determine the percentage or fixed amount that is applied to the calculation of a worker's contribution.

Unemployment Condition and Social Exclusion Employee

The AFI report contains this information.

Re-Joined Disabled Employee, First Self-Worker Employee, and Active Rent

Select to indicate that the worker has an official certificate and meets the conditions that are required to sign the specific kind of contract. The AFI report contains this information.

Reduction ID

If the worker is entitled to a reduction in social security contributions, select the reduction that applies:

• KE4 is the reduction for workers aged 60 and over with a minimum of 5 years of seniority.

• KE5 is the reduction for workers aged 65 and over with a minimum of 25 years of contributions to social security.

Seq# (sequence number)

When you add a clause to the contract, the system assigns a sequence number automatically.

Clause

Select a clause.

Clause Status

The status that is associated with the clause that you selected appears by default.

Duration

Select a duration period for the workforce contract.

Original Contract

If Replacement defines the duration period, the Original Contract link appears. Click to access the Contract Replacement page to enter the employee ID and original contract number.

Statute

Select a contract statute, or employment category, for this worker.

Indep. Profession (independent profession)

If you selected Self employed as the contract type, provide the worker’s independent profession here.

Substatute

Select a substatute, or employment subcategory. The system displays only those substatutes that are associated with the statute code that you selected.

Profession

If you selected Member of the Professions as the contract type, indicate additional profession information here.

Category TDS

Select a worker category: Apprentice, Executive, and Manager. This field is used to prepare the DADS TDS report.

Multiple Employer Rate

Some contracts reduce the earnings ceilings for some contributions (for example, URSSAF). The reduction appears here as a percentage.

If a worker has more than one employer, use the multiple employer rate to indicate the percentage of contributions that should be taken from each employer to avoid over-taxing. The earnings ceilings are prorated using this rate. For example, suppose that a worker has two employers, and he receives 40 percent of his salary from employer A and 60 percent of his salary from employer B. In the Multiple Employer Rate field, employer A enters 40 and employer B enters 60.

Work Contract/Activity Caract

Used to prepare the DADS TDS report. Values are Full Time, Home, Intermitt., Part Time, Seasonal W, Temporary, and Wo Ctc Cpl.

Gross Reduction Percentage

The gross reduction percentage is applied to the gross salary for specific job categories, such as for journalists and artists. These workers do not pay their contributions on their gross salaries. Instead, their gross salaries are reduced by the percentage indicated here. For example, suppose that a worker is entitled to a 30 percent reduction. If he has a salary of 10000 FRF, he contributes for only 7000 FRF. This field has a default value of 0.

Social Security Code

Select a social security code. The social security code is the contribution class, or régime, of the worker. Any worker who is eligible for a contribution must be associated with a social security code.

Employee Professional Status

Select the profession that is designated for this worker.

Category Status

Select the category status.

Mandatory Base Scheme

Select the base compensation scheme for this workforce contract.

Plan ID

If the worker was assigned a contract type of Training and Labor, you must select a plan ID.

Reason

If the worker was assigned a contract type of 001: Limited Contract, you must enter a reason for the contract.

Empl ID Replaced

If the reason for the determined period contract type is Maternity or Replacement, select the employee ID of the worker who is being temporarily replaced by this contract worker.

Labor Agreement

Select the labor agreement for this contract and plan ID.

Category

Select the labor category for this contract.

Subcategory

Select the subcategory for this contract.

Subcategory 2

If the subcategory selected above has further divisions, select the subcategory 2 here.

Woman Hired 24 months after M. (woman hired 24 months after maternity)

Select to indicate that the worker is a woman hired after 24 months of maternity leave. The AFI report contains this information.

Woman Subrepresented

Select to indicate that the worker is a woman hired in a company or sector where women are underrepresented.

Signature Date

Enter the contract’s signature date. This information is required in some European countries, including Germany.

Responsible ID

Enter the company agent who drafted the contract and who is responsible for its language.

Minimum Hours and Maximum Hours

The system supplies default values from the Installation table for this contract.

Probation Date

Enter multiple probation dates if they are required for this worker.

The probation date that you enter here also appears on the job data record for this worker.

Reason

Indicate a probation reason, including New Date and Un-perform (indicating additional probation time for failure to perform within expectations for the position).

EmplID

Enter the employee ID of the worker for whom you want to list contracts. If you leave this field blank, the report prints the contract history (within the date range that you specify) for all workers.

From Date and End Date

Enter the date range for which you want contract information.

Reactivate/Termination Update

RC_TEMP_ASSGN_UPDT

Workforce Administration, Job Information, Temporary Assignments, Reactivate/Update Termination

Run the temporary assignment termination and substantive job reactivation process.

Temp Assignment w/out End Date

RUNCTL_TAS001

Workforce Administration, Job Information, Temporary Assignments, Temp Assignmt w/out End Date

Run the Temp Assignment w/out End Date report (TAS001). The report lists workers currently on temporary assignment where end dates have not been defined.

Temp Assignmt Due to Complete

RUNCTL_TAS002

Workforce Administration, Job Information, Temporary Assignments, Temp Assignmt due to Complete

Run the Temp Assignment due to Complete report (TAS002). This report lists workers due to complete temporary assignments within the user specified date range.

Accommodation Type Table

ACCOM_TYPE_TABLE

• Set Up HRMS, Product Related, Workforce Administration, Labor Administration, Accommodation Type

• Workforce Monitoring, Meet Regulatory Rqmts, Define Regulatory Rqmts Data, Accommodation Types, Accommodation Type Table

Define the types of workplace accommodations that your organization makes for disabled workers.

Disability

DISABILITY

Workforce Administration, Personal Information, Disability, Disabilities, Disability

Enter disability information. Indicate if a worker is disabled and record details of the disability.

Accomm Request

ACCOMM_REQUEST

Workforce Administration, Personal Information, Disability, Disabilities, Accomm Request

Enter accommodation requests that a worker or applicant makes of your organization. You can also enter diagnosis codes for worker disabilities.

Accomm Option

ACCOMM_OPTION

Workforce Administration, Personal Information, Disability, Disabilities, Accomm Option

Enter the options that the organization or the person with a disability is considering to resolve each accommodation request.

Accomm Job Task

ACCOMM_JOB_TASK

Workforce Administration, Personal Information, Disability, Disabilities, Accomm Job Task

Enter the job tasks that you are accommodating, classified by job code and, where necessary, by location. If you create essential job tasks in the Job Code Task table, you can enter multiple job tasks for each accommodation.

(DEU) Heavily Disabled

RUNCTL_PER039GR

Workforce Administration, Personal Information, Disability, Heavily Disabled GER

Run the Heavily Disabled report (PER039GR). This report lists heavily disabled workers and additional information about their disabilities.

(DEU) Heavily Disabled Equaliz

RUNCTL_PER040GR

Workforce Administration, Personal Information, Disability, Heavily Disabl Equalizatn GER

Run the Heavily Disabled Equalization report (PER040GR). This report calculates the required number of heavily disabled workers and the equalization amount of money if the required number of heavily disabled workers is not fulfilled.

(ITA) Disability Report

RUNCTL_PER060

Workforce Administration, Personal Information, Disability, Disability Report ITA

Run the Disability Report - ITA (PER060). This run control page runs the Annual, Name List, or Disability Statistics reports.

Disabled

Select if the worker is disabled.

Handicap Percent

Enter a percentage of disability from 0 to 100.

Disabled Type

Identify the worker's disability type.

Handicap Percent

Enter the degree of the disability.

Disabled Position Count

Enter the degree to which this worker's disability can be applied to the total number of positions filled by disabled workers. Not every disabled worker may count as a full disabled position.

Evaluate

Enter the date that the person’s disability was evaluated or reviewed. The evaluation date can be different from the effective date for the disability entry. To maintain a history of evaluation date records, such as past and future evaluations, insert additional data rows and use the scroll bar to navigate between rows.

Card No. Card Issue Date, and Exp. Date (disability card number, card issue date, and card expiration date)

Enter the worker's disability card number, card issue date, and card expiration date.

Disability Status Office

For each disability card, enter the disability status office that issued the card.

Disability Type

Select a disability type:

• Non Disability (none)

• Physical Disability

• Psychological Disability

• Sensorial Disability

Handicap Percent

Spanish law requires you to track a disabled worker’s percentage of disability. Enter a percentage from 0 to 100.

Help to Go to Work

Select if the worker needs physical assistance to go to work. This check box is available only to workers whose disability percentage is between 33% and 65%, and is used to calculate a tax deduction for that worker.

Evaluate

Enter the date when the disability was evaluated.

Card No. (card number), Card Issue Date, and Exp. Date (expiration date)

The Spanish government issues to people with disabilities a card that certifies their percentage of disability. Enter the card number, the date when the disability card was issued, and the disability card’s expiration date.

Disability Status Office

Select the office in charge of monitoring the worker’s disability status.

Disability Type

Indicate the worker’s disability type, which identifies whether the worker is classified by COTOREP as disabled, or instead collects a financial stipend from the social security commission for some other similar reason. These reasons may include widows, orphans, or spouses of a disabled person, and war widows. This information is tracked so that your company can complete the required report of this information in a manner similar to the French Disability report.

Title Number

Enter the worker's disability number, assigned by COTOREP.

Begin Date

Enter the date that the disability started.

End Date

If the disability wasn’t permanent, enter the disability end date.

Notification Date

Record the date that your company notified the social security commission that you hired the worker.

Disability Rate

In the specific case of a disability due to a work accident or a professional disease, the National Social Security Administration (not COTOREP) assigns a percentage of disability to the worker. The purpose of this percentage is to enable a calculation for an allowance that is paid by the National Social Security Administration. A worker can be recognized as a disabled person by COTOREP and also be a victim of a work accident or disease.

When applicable, enter the percentage of disability (0 to 100 percent).

COTOREP Category

Enter the level of severity of the worker's disability, as defined by the social security commission. Values are:

COTOREP A: Light disability.

COTOREP B: Medium disability.

COTOREP C: Severe disability.

Previous Placement

Select to indicate that the worker had a prior disability placement through COTOREP.

Previous Placement Type

If the worker had a previous placement, indicate the previous placement type.

Work Accident and Disease

Select whether the disability is the result of a work accident or a disease.

Prof. Dis. (professional disease)

If the disability is the result of a disease, select the type of disease.

Registered Disabled Number

Enter the worker's Registered Disabled Number.

Disability

Select the worker's disability type.

Disability

Select the worker's disability type.

Disability Percentage

Enter the worker's disability percentage, as determined by the examining doctor.

Disability Code

Enter the worker's disability code (values are legal disability categories that are set by the Ministry of Labor): Disabled, Heavily disabled, Heavy mental disorder, and Mental disorder.

Disability Grade

Select a value from Grade 1 through Grade 7.

Worker Comp Disability Grade (workers' compensation disability grade)

Select a value from Grade 1 through Grade 14.

WC Injury and Sickness Grade (workers' compensation injury and sickness grade)

Select a value from Grade 1 through Grade 3.

Handicap Percent

Enter the percentage degree to which the worker is handicapped.

Young Handicapped

Select to indicate that the worker qualifies for the tax reduction rule for young handicapped people (Wet arbeidsongeschiktheidsvoorziening jonggehandicapten, Wajong).

Disabled Veteran

Select only if the worker is a disabled veteran.

Disability

Select the worker's disability type. These values come from the NZL Disability table.

Disability Program

Select if there is an association between the worker and a disability program.

Disability Note

Enter additional comments about the disability.

Information Not Given

Select if worker disability information is not provided.

Credit Card Vendor

CC_CARD_TBL

Set Up HRMS, Product Related, Workforce Administration, Credit Card Vendors

Enter vendors of credit cards that you’ll assign to workers. A vendor that you identify here can be linked to an actual vendor in the Accounts Payable Vendor table.

Credit Card Data

CC_CARD_DATA

Workforce Administration, Job Information, Credit Card

Assign company credit cards to workers.

Company Property - Company Property

COMPANY_PROP_TBL1

Set Up HRMS, Product Related, Workforce Administration, Company Property, Company Property

Identify company property, such as vehicles, computer equipment, tools, or uniforms.

Property Value

COMPANY_PROP_TBL2

Set Up HRMS, Product Related, Workforce Administration, Company Property, Property Value

Assign values to company property.

Job Information - Company Property

COMPANY_PROPERTY

Workforce Administration, Job Information, Company Property

Assign company property to workers.

Car Identification

When you enter a car ID, the system automatically completes the Registration Number, Make/Model, and Color fields based on the values stored for that car ID.

Make/Model

Enter the make and model for this car.

Model

Enter the model.

Registration Number

Enter the car’s registration number.

Color

Enter the car’s color.

Purchase Price

Enter the purchase price.

Benefit Value

Enter the value of the benefit to be used in calculations

Life Span (years)

Enter the number of years expected for the life span of the company property.

Benefit in Kind

Select to specify if this property is a Benefit in Kind (BIK)

Name

DEPEND_BENEF1

• Workforce Administration, Personal Information, Personal Relationships, Dependent Information, Name

• Workforce Administration, Global Assignments, Track Assignment, Dependent Data, Name

Enter or update information about a dependent’s name.

Address

DEPEND_BENEF_ADDR

• Workforce Administration, Personal Information, Personal Relationships, Address

• Workforce Administration, Global Assignments, Track Assignment, Dependent Data, Address

Enter or update information about a dependent’s address.

Personal Profile

DEPEND_BENEF2

• Workforce Administration, Personal Information, Personal Relationships, Personal Profile

• Workforce Administration, Global Assignments, Track Assignment, Dependent Data, Personal Profile

Enter or update information about a dependent.

Dependent/Beneficiary Riders

DEPBEN_RIDERS

Click Riders/Orders on the Dependent Information - Personal Profile page.

Enter detailed information about the court-ordered benefit for the specified dependent or beneficiary.

Personal Profile: Phone Numbers

DEP_BENEF_PHON_SEC

Click Phone Numbers on the Dependent Information - Personal Profile page.

Enter additional dependent and beneficiary phone numbers.

Dependent/Benef

DEPEND_BENEF_SUMM

• Workforce Administration, Benefit Information NLD, Review Benefits, Dependent/Beneficiary Summary, Dependent/Benef

• Benefits, Employee/Dependent Information, Review Dep/Ben Summary, Dependent/Benef

View an employee's beneficiaries and dependents.

Depdnt Identification Details - Depdnt Citizenship/Passport

CITIZEN_PP_DEP

Workforce Administration, Personal Information, Personal Relationships, Depdnt Identification Details, Depdnt Citizenship/Passport

Enter or update dependent citizenship and passport data.

Depdnt Identification Details - Depdnt Visa/Permit Data

VISA_PERMIT_DEP

Workforce Administration, Personal Information, Depdnt Identification Details, Depdnt Visa/Permit Data

Enter or update dependent visa and permit data.

Dependent/Beneficiary ID

The system assigns the dependent or beneficiary ID. You can change it, although you can’t have duplicate IDs for dependents or beneficiaries of the same employee. You can, however, use these same IDs for a different employee’s dependents and beneficiaries.

Effective Date

The system enters the current system date in this field, and this date is carried through to all pages of the component. You can change this date if necessary, however in the first row of data for this dependent/beneficiary, the effective date must be the same on all of the pages in this component.

Same Address as Employee and Address Type

Select if the dependent has the same address information as the employee, and then select the employee's address type that matches the dependent or beneficiary's address. If selected, you don’t need to complete any of the address fields.

Same Phone as Employee and Phone Type

Select if the dependent has the same phone information as the employee and then select the employee phone type that is the same as this beneficiary’s. If selected, you don’t need to complete any of the phone fields. A beneficiary can have the same address as the employee but a different phone number.

Edit Address

Click to enter or edit the dependent’s contact address information.

Contact Phone

Enter the dependent’s contact phone information in this group box.

Country

Select the country that issued the dependent’s national ID.

National ID Type

The system populates this field automatically with the default value that you established for this country on the National ID Type Table page. You can select another valid type.

National ID

Enter the dependent’s national ID number. The system automatically checks the format of your entry against the default format that you entered on the National ID Type Table page.

Primary ID

Select if the national ID is the dependent’s primary ID. If this is the only data row for this person, the system selects the check box by default. You can override this default.

Fiscally Dependent

Select if the employee is fiscally responsible for the dependent.

Fiscal Situation Spouse

Select the appropriate fiscal situation from the list.

Fiscally Disabled

Select if applicable.

Profession Category Spouse

Select the appropriate category from the list.

Orphan

Select if applicable.

Family Supplement

For numerous families, payroll calculates the family allowance amount that your organization gives to an employee based on their family dependents. This calculation is based on the number and type of employee dependents. Select this check box to indicate that the corresponding dependent has to be considered in the calculation of the supplemental family allowance.

Garnishment

This option is for court orders that require that an employee’s wages be garnished. When an employee is under a court order, payroll can calculate the percentage and amount of the employee's salary that has to be transferred to the relevant government agency in each pay period.

Depending on the number of dependents, this amount is reduced. The greater the number of dependents, the lower the percentage of frozen salary. Select this check box to indicate that the corresponding dependent has to be considered in the calculation of the frozen garnishment amount.

AFB Allowance (French Banking Association allowance)

The French Banking Association delivers a special allowance based on the number of dependents. Select to indicate that the corresponding dependent has to be considered in the calculation of this allowance.

CHIC

CHIC is a medical insurance company that employees can opt to use to supplement their medical insurance coverage. This insurance company delivers a special allowance based on the number of dependents. Select this check box to indicate that the corresponding dependent has to be considered in the calculation of this allowance.

Schooling

See Family Supplement.

Holiday Premium

See Family Supplement.

Status 7 and Status 8

Configure these fields to capture additional payroll related status information.

Eligible for Parental Leave

Select if the dependent qualifies the employee for parental leave. Select the Disabled check box on the top page if it also applies here.

Adopted Dependent

Select if the employee adopted the dependent.

Adoption Date

If adopted, enter the adoption date.

Certificate(s) Verified

Select to indicate that appropriate certificates have been provided to verify this dependent information.

Student

Select to indicate that the dependent is a student. Employees receive income tax benefits for all students up to 21 years old. If the dependent is a student and is less than six years old, the employee should provide a vaccination certificate to the company to receive the income tax benefit.

University or Technical Level

Select to indicate that the dependent is a student at the university or technical level and the employee can receive the income tax benefit for the dependent for additional years (for students up to 24 years old).

Vaccination Certificate

Select if you have received the dependent’s vaccination certificate. This information is used for reporting purposes.

Disabled

Select to indicate that the dependent is disabled and the employee can receive the family allowance and income tax benefits for the dependent for additional years.

Termination Cd (termination code)

Enter the reason code for the family allowance termination. Values are:

Child Abandonment: Abandonment of child.

Dependent exceeds ceiling: Dependent’s age exceeds maximum age.

Court Decision: Court decision (in case of divorce or separation).

Dependent’s Death: Dependent’s death.

End Disability: Disability ended.

Child Custody: Custody has been awarded to the other parent.

Termination: Termination.

Termination Dt (termination date)

Enter the family allowance termination date.

Eligible for CSB

If you are entering dependent and beneficiary information for a Canadian employee, select this check box to indicate that the dependent or beneficiary is an eligible registrant for an employee who is purchasing Canadian Savings Bonds (CSBs). The PeopleSoft Payroll-CSB Registrant page verifies the selection of this check box.

Plan Type

Enter the type of plan to which the court order relates.

Start Date

Enter the date on which the court order becomes effective.

Sequence

Prioritizes court orders when you have more than one that takes effect on the same day. Enter a number that indicates which court orders take precedence over others. If there is only one court order, enter a sequence of 1.

Status

Select whether the court order is Active or Inactive. This field is typically used to void a court order before the end date takes effect. If the status is Inactive, the system won’t enforce any validations against this court order.

Exception Type

Select whether this is a court order (a legal document that grants a dependent the right to receive benefit coverage), spousal waiver (document that formally waives a spouse’s claim to a minimum beneficiary allocation of funds from a life insurance policy or savings plan), or neither.

End Date

Enter the date on which the court order ends. When the court order expires, the system won’t enforce any validations against this court order.

Court Order Number

Enter the official number that is issued by the state for this court order.

ID

This column displays the ID of the dependent or beneficiary.

Name

This column displays the name of the dependent or beneficiary.

Depend/Benef (dependent/beneficiary)

Indicates whether the person is a dependent or beneficiary.

Relationship

Describes the relationship of the dependents and beneficiaries to the employee.

Contact Address/Phone

EMERGENCY_CONTACT

Workforce Administration, Personal Information, Personal Relationships, Emergency Contact, Contact Address/Phone

Enter names, addresses, and primary phone information for people to contact in the event of a worker emergency.

Other Phone Numbers

EMERGENCY_CONTACT2

Workforce Administration, Personal Information, Personal Relationships, Emergency Contact, Other Phone Numbers

Record additional phone numbers at which the emergency contact can be reached, such as a work or cellular phone number.

Emergency Contacts

PRCSRUNCNTL

Workforce Administration, Personal Information, Personal Relationships, Emergency Contacts Report

Generate the Emergency Contacts report (PER004). This report lists all contacts on the Emergency Contact table. Run the Refresh Employees Table process before running this report.

Expiration Date

Enter the expiration date of the visa or permit.

Issue Date

Enter the date on which the visa or permit was issued.

Issue Place

Enter the location where the visa or permit was issued.

Citizenship/Passport

CITIZEN_PASSPORT

Workforce Administration, Personal Information, Citizenship, Identification Data, Citizenship/Passport

Track passport and citizenship information for employees. Enter multiple countries of citizenship and multiple passports for employees and their dependents.

Visa/Permit Data

VISA_PERMIT_DATA

Workforce Administration, Personal Information, Citizenship, Identification Data, Visa/Permit Data

Enter an employee's visa or permit information.

Passport/Visa Expiration

PRCSRUNCNTL

Workforce Administration, Personal Information, Citizenship, Passport/Visa Expiration Audit

Generate the Passport/Visa Expiration report (PER032). This report lists employees and dependents that have passports, visas, or work permits on file that expire in 90 days of the report run date. The report is divided into two sections. The first section lists passport information including country, passport number, issue date, and expiration date. The second section lists visa and work permit information including country, visa and work permit number, type of permit, issue date, and expiration date.

Citizenship / Country / Visa

PRCSRUNCNTL

Workforce Administration, Personal Information, Citizenship, Citizenship / Country / Visa Audit

Generate the Citizenship/Country/Visa Audit report (PER033). This report lists discrepancies between employee citizenship country status and visa data. The report displays various discrepancies found for the employee citizenship status in the Personal Data table.

Passport Number

Enter the passport number.

Country

Enter the originating country for this passport.

Authority

Enter the issuing authority, such as the U.S. Passport Agency.

Sup Doc ID (supporting document ID)

If additional documents are required for this employee to obtain the visa or permit type, select a supporting document ID.

Request Date

Enter the date on which the documents were requested.

Date Received

Enter the date on which the documents were received.

Cross Border Return Frequency

Enter the frequency this employee travels to their home outside of Switzerland:

D: daily.

W: weekly.

This is a required field when the type of permit is:

G: Cross Border Commuter.

PG: Border Crossing Permit.

Cross Border Commuter Permit

Enter the permit number for the Cross Border Commuter Permit.

Drivers License

DRIVERS_LIC_GBL

Workforce Administration, Personal Information, Biographical, Driver's License Data

Enter license numbers or other data from a worker's driving record.

Maintain Bank Accounts

PYE_BANKACCT

Workforce Administration, Personal Information, Biographical, Bank Accounts

Record information about worker bank accounts. Use this information to track worker direct deposit information.

Building Society Details

PYE_BS_SP_UK

Click the Other Required Information link on the Bank Account Information page.

For this page to appear, the country code must be GBR and the building society ID must have a value.

Enter a worker’s building society roll number and name.

Bank Prenote Information USA

GPUS_PRENOTE

Click the Prenote Information link on the Bank Account information page.

Indicate whether prenotification files (used in Federal Schedule Reconciliation) need to be generated.

Account ID

The system creates an account ID when you enter a new bank or building society account for a worker. This field is for information only.

Type

Select the type of account that you are tracking.

Country Code

Enter the country where the bank account is located. When you move out of this field, the system populates the Currency Code field with the appropriate currency.

Bank ID

Enter the bank ID.

Bank Branch ID

Enter the bank branch ID for the account.

Building Society ID

If you entered GBR in the Country Code field, this field replaces the Branch ID field. See details below.

Account Number

Enter the account number.

Account Name

Enter the account name.

Prenote Information

(USA) Click this link to access the Bank Prenote Information USA page.

Edit IBAN

(GBR) Click this link to access the International Bank Account Number page.

AC Account Name

Enter the alternate character account name, if applicable.

Specify Net Pay Elections

Click this link to access the Specify Net Pay Elections page.

Type

Select an account type:

Current Account: Select for a bank account.

Building Society Roll Number: Select for a building society account.

Savings: Not applicable to the UK.

Checking: Not applicable to the UK.

Country Code

Enter GBR.

Bank ID

If the worker has a bank account, select the bank branch from the list of branches set up in the Bank table.

If the worker has a building society account, leave this field blank.

Building Society ID

If the worker has a building society account, select the building society from the list of societies set up in the Branch table. When you select a building society, the system automatically completes the Bank ID field with the bank that handles clearing for the selected building society.

If the worker has a bank account, leave this field blank.

Account Number

Enter the worker's bank account number.

If you selected a building society in the Building Society ID field, the system automatically completes the Account Number field with the building society’s account at the clearing bank and makes the field display-only.

Note. To enter the worker's building society account details, click Other Required Information.

Account Name

Enter the account name.

If you selected a building society in the Building Society ID field, the system makes this field display-only.

Click Other Required Information to display the Building Society Details page where you enter the account name.

Currency Code

The system provides a default value of GBP (Pound Sterling). Override this default if necessary.

Other Required Information

Click to display the Building Society Details page, where you enter the worker's building society account details.

The system does not display this link if you select a normal bank branch in the Bank ID field.

Roll Name

Enter the roll name of the worker's building society account.

Roll Number

Enter the worker's building society account number.

Volunteer Activities

VOLUNTEER_ACTIVITY

Workforce Administration, Personal Information, Biographical, Volunteer Activities

Enter information on worker volunteer activities. Track multiple volunteer organizations for workers and multiple start dates with the same organization.

Badge

BADGE

Workforce Administration, Job Information, Badge

Record badge numbers that you issue to workers.

Business Expenses

BUSINESS_EXPENSES

Workforce Administration, Job Information, Business Expenses

Track a worker's business expenses, such as travel, meals, entertainment, and relocation costs.

Prior Work Experience

PRIOR_WORK_EXPER

Workforce Administration, Personal Information, Biographical, Prior Work Experience

Track prior work experience. Enter the details of a worker's previous employers and jobs.

Employee Photo

EMPLOYEE_PHOTO

Workforce Administration, Personal Information, Citizenship, Identification Data, Employee Photo

Enter a worker image into the system by copying and pasting images into image fields.

General Comments

GENL_COMMENTS

Workforce Administration, Personal Information, Biographical, General Comments

Enter a miscellaneous comment about a worker.

Badge Type

Select the type of badge number that you want to enter:

BA (Building Access).

CCA (Computer Center Access).

CLK (Clock).

GB (General Badge).

PA (Parking Access).

Add more values if you want or enter more than one badge type for a particular worker and employment record number.

Badge Number

Enter the badge number that corresponds to the badge type that you selected. The system ensures that the number that you enter isn’t currently assigned to another worker. It also ensures that the number hasn’t been assigned for future use by someone else.

For each badge type, only one badge number per worker and employment record number can be active at the same time. Badge numbers can be reused. If a combination of badge type and badge number was previously assigned to a worker, but is currently inactive and hasn’t been assigned for future use, you can use it for a different worker and employment record number.

Expense Period End Date

Enter the expense period end date for the period to which these expenses apply.

Charge Date

Enter the date of the actual expense charge.

Expense Code

Select an expense code, such as Airfare, for the charge.

Expense Amount

Enter the amount of the expense.

Currency Code

The currency that is specified for your user ID on the Primary Permissions List Preferences table appears by default. If there is no To Currency for your user ID, then the system uses the base currency that you specified for your implementation on the Installation table. Override the default currency if necessary by using the values in the Currency Code table.

Years of Work Experience

The system calculates this value if you select the Relevant Work Experience check box. If so, you must enter a start date and end date.

Sequence Number

Enter a sequence number for each prior work experience record.

Start/End Date

Enter the beginning and end of the worker's tenure with the employer.

Relevant Work Experience

Select if the experience was relevant to the worker's responsibilities with your organization.

Employer

Enter the name of the worker's previous employer.

Ending Job Title

Enter the title in which the worker ended employment.

Ending Pay Rate

Enter the pay rate at which the worker ended employment.

Frequency

The pay Frequency field contains a default value of Month, which you can change if the pay amount reflects a different frequency.