Setting Up Biographical Information

This chapter discusses how to:

Set up names, addresses, and phone numbers.
Set up personal attributes.
Set up FERPA privacy controls.
Set up individual relationships.
Set up relations to the institution.
Set up emergency contacts data.
(USA) Set up work experience classification codes..

See Also

Setting Up Names, Addresses, and Phone Numbers

Setting Up Personal Attributes

To set up personal attributes, use the Ethnicity Table component (ETHINICITY_TBL), Language Table component (LANGUAGE_TABLE), Religious Preference Table component (REL_PRE_TABLE_GBL), and Decedent Data component (SA_DECEASED_DATA).

For NZL, also set up the Ethnicity NZL component (SSR_ETHNICITY_NZL), the Ethnicity Map NZL component (SSR_ETHNIC_MAP_NZL), and the Iwi Table component (SCC_TRIBE_TBL).

This section discusses how to:

Define ethnic groups.
(NZL) Set up Statistics New Zealand ethnic group codes.
(NZL) Map Statistics New Zealand ethnic codes to PeopleSoft ethnic groups.
(NZL) Set up codes for Iwi tribes.
Define religious preference codes.
Set up decedent data.

Note. Languages are set up from the HRMS Accomplishments component.

Pages Used to Set Up Personal Attributes

Page Name	Object Name	Navigation	Usage
Ethnic Groups	ETHNIC_GROUP_TBL	Set Up HRMS, Product Related, WorkForce Administration, Ethnic Groups	Define ethnic groups.
Ethnicity (NZL)	SSR_ETHNICITY_NZL	Set Up SACR, Product Related, Campus Community, Define Campus Community, Setup, Ethnicity NZL.	Set up Statistics New Zealand ethnic codes.
Ethnicity Map (NZL)	SSR_ETHNIC_MAP_NZL	Set Up SACR, Product Related, Campus Community, Define Campus Community, Setup, Ethnicity Map NZL.	Map Statistics New Zealand ethnic codes to PeopleSoft ethnic groups.
Iwi Table	SCC_TRIB_TBL	Set Up SACR, Product Related, Campus Community, Define Campus Community, Setup, Iwi Table	Set up codes for Iwi tribes.
Religious Preference Table	REL_PREF_TABLE	Set Up SACR, Product Related, Campus Community, Define Campus Community, Setup, Religious Preference Table	Define religious preference codes.
Language Table	LANGUAGE_TABLE	Set Up HRMS, Common Definitions, Accomplishments, Language Table	Define language codes. See Setting Up Campus Community and PeopleSoft Enterprise HRMS Shared Elements.

Defining Ethnic Groups

Access the Ethnic Groups page.

Ethnic Group

Ethnic Category

Select the category with which you want to associate the ethnic group. You can associate many ethnic groups with the same ethnic category.

PeopleSoft delivers some ethnicity groups predefined and associated with U.S. recognized ethnic group categories. These categories are translate values (White, Black/African American, Hispanic/Latino, Asian, SAmerican Indian/Alaska Native, Native Hawaiian/Other Pacific Islander, and Not Specified.) Do not modify these delivered values. Modifications to these translate values could require substantial programming effort. You can, however, create additional ethnic groups and associate them with existing ethnic categories to reflect the diverse ethnicities that comprise your campus community.

See Also

Entering Ethnicity Percentages

(NZL) Setting Up Statistics New Zealand Ethnic Codes

Access the Ethnicity (NZL) page.

PeopleSoft delivers Statistics New Zealand ethnicity codes and descriptions pre-defined. You can add new codes, but do not modify the delivered codes.

(NZL) Mapping Statistics New Zealand Ethnic Codes to PeopleSoft Ethnic Groups

Access the Ethnicity Map page.

Ethnicity Code (NZ)

Enter the Statistics New Zealand numeric code for the ethnicity that you want to associate with this PeopleSoft ethnic group.

This two-character code is used to build the Ethnicity field reported in Single Data Return (SDR). This setup table maps the SSR_ETHNICITY_CODE to the ETHNIC_GRP_CD.

See Also

Preparing for SDR Reporting

(NZL) Setting Up Codes for Iwi Tribes

Access the Iwi Tribes page.

Iwi codes are used in Single Data Return (SDR) reporting. The PeopleSoft system delivers Iwi codes and their descriptions pre-defined. The codes are 4 digits each, reported in a 12-character field in SDR. You can specify up to three codes for an individual, for a total of 12 characters.

Ethnic group is mapped to ethnicity code and reported in SDR. IWI is reported as is. There is no mapping from Iwi code to or from ethnic group. Iwi codes are reported from SCC_TRIBE_CODE in record SCC_IWI_TBL

See Also

Preparing for SDR Reporting

Defining Religious Preference Codes

Access the Religious Preference Table page.

PeopleSoft delivers some religious preference codes predefined. You can create additional codes for each religious preference that people at your institution might have. When you enter religious preferences for individuals, you can specify more than one.

See Also

Entering Religious Preferences

Setting Up Decedent Data

When an individual dies, enter the date and place of death, and the death certificate number if you have it, on the Decedent Data page. When you enter and save the date of death on that page, the system displays the word DECEASED on each page in your database across your institution about that individual.

Note. All of the decedent's data continues to exist unless or until you delete the individual's ID.

Though you hope not to use this feature frequently, consider setting it up so it is available when the need arises.

See Setting Up Service Indicators.

Setting Up FERPA Privacy Control

See Setting Up FERPA Privacy Control.

Setting Up Individual Relationships

To set up individual relationships, use the Relationships component (RELATIONSHIP_TABLE) and the Relationship/Marital Status component (MAR_STATUS_TABLE).

This section discusses how to:

Define reciprocal relationships.
Enable marital status verification.

Pages Used to Set Up Individual Relationships

Page Name	Object Name	Navigation	Usage
Relationship Table	RELATIONSHIP_TABLE	Set Up SACR, Product Related, Campus Community, Define Campus Community, Setup, Relationship Table	Define reciprocal individual relationships.
Relationship/Marital Status	MAR_STATUS_TABLE	Set Up SACR, Product Related, Campus Community, Define Campus Community, Setup, Relationship / Marital Status	Enable marital status so the system can verify the status when you create relationships between two individuals and warn you when data is inconsistent.

Defining Reciprocal Relationships

Access the Relationship Table page.

Relationship

The system displays the relationship (for example, mother, father, or employer) to modify or review.

Values for this field are delivered with your system as translate values. Do not modify these values in any way. Any modifications to these values could require substantial programming effort.

Gender

Select the gender (such as male or female) that is associated with this relationship.

For example, the associated gender for the relationship of Mother is usually Female. For the relationship of Spouse, the gender could be either male or female, so you would select All.

Values for this field are delivered with your system as translate values. Do not modify these values in any way. Any modifications to these values could require substantial programming effort.

Limit Relationship

Select this check box to indicate that individuals can have only one of these relationships in your system at a time.

For example, if you are defining the relationship of Mother and you select the Limit Relationship option, the system does not permit an individual to have more than one mother. If you are defining the relationship of Spouse, you probably want to select the Limit Relationship option to prevent an individual from having more than one spouse at a time.

Reciprocal Relationship

If the Create Reciprocal Relationship check box is selected on the Campus Community Installation page, you must specify the reciprocal relationships and their associated genders here.

Reciprocal Relation

Identify the reciprocal relation associated with the relationship that you are defining. Each relationship can have up to three reciprocal relationships.

For example, the reciprocal relationships associated with Mother are Daughter and Son, and for StepMother, StepDaughter, and StepSon. You might also include Oth Relat (other related) to cover those whose gender is specified as Unknown on the Biographical Details page.

Values for this field are delivered with your system as translate values. Do not modify these values in any way. Any modifications to these values could require substantial programming effort.

Gender

Select the gender that is associated with the reciprocal relationship specified. Select either All, or Male, Female, or Unknown.

For example, for Daughter, the associated gender is Female. For Son, it is Male.

Note. You can select the gender of All when only one reciprocal relationship exists. However, you cannot select All when a relationship has several reciprocals.

Enabling Marital Status Verification

Access the Relationship/Marital Status page.

Marital Status

Select the marital status to verify, usually Married.

Values for this field are delivered with your system as translate values. Do not modify these values in any way. Any modifications to these values could require substantial programming effort.

Relationship

Specify the relationship type to verify in association with the specified marital status, typically the status of Married and the relationship of Spouse.

Setting Up Relations to the Institution

To set up relations to the institution, use the Legacy Table component (LEGACY_TABLE).

This section discusses how to define or review legacy affiliation types that are used to identify relations to the institution.

Page Used to Set Up Relations to the Institution

Page Name	Object Name	Navigation	Usage
Legacy Table	INST_AFFIL_TABLE	Set Up SACR, Product Related, Campus Community, Define Campus Community, Setup, Legacy Table	Define the types of legacy affiliations that individuals can have with your institution.

Defining Legacy Affiliation Types

Access the Legacy Table page.

Include Institution Info

Select this check box to include the academic information relevant to the specified legacy relationship when this affiliation is selected for the related individual on the Legacy Information page in the Relationship component.

For example, if you want to know the institution that a related individual with this affiliation attended, and the academic program in which he or she was enrolled, select the Include Institution Info check box to ensure that the institution and academic program fields will be available on the Legacy Information page.

See Also

Establishing Relationships

Setting Up Emergency Contacts Data

There is no specific setup for emergency contacts data. However, before you can enter emergency contacts for an individual, names and addresses must be set up and the individual whose contacts you want to enter must exist in your database.

See Also

Entering Emergency Contact Data

(USA) Setting Up Work Experience Classification Codes

To set up work experience classification codes, use the Standard Industry Table component (US_SIC_TABLE) and the Standard Occupation Table component (US_SOC_TABLE).

This section discusses how to:

Add or review Standard Industry Classification (SIC) codes.
Add Standard Occupation Classification (SOC) codes.

Pages Used to Set Up Work Experience Classification Codes

Page Name	Object Name	Navigation	Usage
Standard Industry Table	US_SIC_TABLE	Set Up SACR, Product Related, Campus Community, Define Campus Community, Setup, Standard Industry Table	Add or review valid Standard Industry Classification (SIC) codes.
Standard Occupation Table	US_SOC_TABLE	Set Up SACR, Product Related, Campus Community, Define Campus Community, Setup, Standard Occupation Table	Add or review the valid Standard Occupation Classification (SOC) codes.

Adding or Reviewing SIC Codes

Access the Standard Industry Table page.

PeopleSoft delivers your system with SIC codes loaded in the table. Your institution is responsible for making sure the codes are current and that they reflect any changes made by the U.S. Department of Labor.

Note. If you use HRMS, the SIC codes required by your institution might already exist in your system.

See Also

U.S. Department of Labor (which publishes the SIC codes list)

PeopleSoft Enterprise HRMS 9.0 Application Fundamentals PeopleBook, “Setting Up Jobs”

Adding SOC Codes

Access the Standard Occupation Table page.

PeopleSoft ships your system with SOC codes loaded in the table. Your institution is responsible for making sure that the codes are current and that they reflect any changes made by the U.S. Department of Labor.

Note. If you implemented HRMS, the SOC codes required by your institution might already exist in your system.

See Also

U.S. Department of Labor (which publishes the SOC codes list)

PeopleSoft Enterprise HRMS 9.0 Application Fundamentals PeopleBook, “Setting Up Jobs”