Recording contact information

 

Record Contact Information- A summary of the activity

Page objective

Glossary

Basics of using a Ramco Enterprise Series 4.0 web page

Using online help

Employee Code Setup Unit

 

The organization unit in which employee code parameters are defined for the login organization unit.

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Date Format

The date that is applicable to the login user.

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Employee Name

The name and unique code of the employee. The system displays the value selected in the “Select Employee” page.

Employee Type

The type of the employee’s job. The employee type indicates whether the selected employee is a regular employee or has been hired on contract for a limited period or is a consultant.

Recording contact information

Note: By default, for a new contact information record, the fields and drop-down list boxes will be blank. For an existing record, the system displays the values specified previously.

Contact Type

The contact information type of the selected employee. For example, Communication, Holiday, Permanent or Residential. If you specify the contact type as “Holiday”, it indicates that the contact information being entered pertains to the contact address at which the employee could be contacted on a holiday. From the drop-down list box, select the required contact type.

Primary Address

Select the check box to indicate if the address entered for the selected contact type is the primary address of the employee. Leave the check box blank, if the address is not the primary address of the employee.

Viewing Effective Dates  

You can use the “Access Data History” group box to view the effective dates of the previous versions of the contact information record.

Effective From

The date from which the corresponding version of the contact information record is effective.

Effective To

The date till which the corresponding version of the contact information record is effective.

Country

From the drop-down list box, select the country pertaining to the specified contact address. The combo is loaded with various countries.

State

From the drop-down list box, select the state pertaining to the specified contact address. The combo is loaded with various states corresponding to the country selected.

City/Town (Local Type 2)       

From the drop-down list box, select the City/Town pertaining to the specified contact address. The combo is listed with the cities/towns corresponding to the state selected.

Local Type 1

From the drop-down list box, select the value for Local Type 1.

Local Type 3

From the drop-down list box, select the value for Local Type 3.

Address Line 1

The line 1 of the address at which the employee can be contacted under the specified contact information type. Enter the complete address pertaining to the specified contact  type. For example, if the contact type specified is “Holiday”, enter the address at which the employee can be contacted during the holiday period.

Address Line 2

The address line 2 of the employee(if any)

Address Line 3

The address line 3 of the employee(if any)

Postal Code

The zip /postal code of the city specified. For example, if the city specified is Los Angeles, enter the applicable zip /postal code.

Phone

The phone number at which the employee can be contacted at the specified contact address.

Mobile

The mobile number at which the employee can be contacted at the specified contact address.

Fax

The fax number at which the employee can be contacted at the specified contact address.

Email

The email address of the employee.

Secondary Email Id

The secondary email id of the employee

Building

The name of the building at which the employee can be reached at the specified contact address.

Workstation No.

The number of the workstation at which the employee can be reached at the specified contact address.

Comments

The remarks you want to enter about the contact information.

Document Attachment

Attach the document (if any) using the  icon.

 

Modifying the record  

You can modify an existing contact information record using either the “Correct” or “Update” modification options. If you select the “Correct” option, the system modifies the record without changing the effective dates. If you select the “Update” option, you are to provide a new effective from date and time. The existing record will become ineffective from one minute previous to the new effective from value. The system opens a new record effective from the new effective from value specified.

Modification Option

Select the required modification option, either “Correct” or “Update” from the drop-down list box.

New Effective From

Enter the date and time from which a new version of the record must be created with the modifications you made.

Page objective

Use this page to record the contact information of the employee.

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