Action

Indicates the action to be performed on the screen. Options available are “View”, “Create” and “Edit”.

Employee Code Setup Unit

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

Employee Code

 Enter the unique employee code and press Enter key. You can access help page to fetch the right employee.

Employee Name

Full name of the employee.

Company

Name of the company to which employee belongs.

Effective From

Date from which employee’s personal information record has come into effect.

Effective To

Date till which employee’s personal information record will be valid.

Employee Status

The status of employment during the selected effective period.

Date of Joining

The date on which employee joined the organization.

Employee Type

Employee type indicates the type of employment in which employee is hired, such as regular or on contract or consultant or trainee. Use the drop-down list box to select the employee type.

Title

The title which you can use for employee’s name, for example, “Mr”, “Ms”, or “Dr”. Select the required value from the drop-down list box.

First Name

Enter employee’s first name or given name. This is mandatory.

Middle Name

Enter employee’s middle name or middle initial.

Last Name

Enter employee’s last name or surname. This is mandatory.

Known As

The name by which the employee is usually known as. For example, an employee by name Carolyn might generally be known as “Lynn”.

Legal Name

The legal name of the employee.

Application Reference Number

Any reference number attached to employee’s application can be entered.

Comments

Any comments you want to enter about the employee.

Country

Select employee’s country of origin from the drop-down list box.

State

Select the state within the country from the drop-down list box.

Social Security Number

Enter social security number of the employee.

Date of Birth

Enter date of birth of the employee.

Gender

Gender populates values “Male” and “Female” in the drop-down list box. Select the appropriate value for the employee.

Marital Status

Employee’s marital status can be selected from options “Single”, “Married” and “Divorced”.

Ethnicity

Select employee’s ethnic identity from the drop-down list box, for example, Asian, Caucasian, African.

Nationality

Use the drop-down list box to select employee’s nationality.

Religion

Use the drop-down list box to select employee’s religion.

Citizenship

Use the drop-down list box to select employee’s citizenship.

Service Reference Date

Service Reference Date is used for computing employee’s total service period. In some instances, this can be different than the joining date. Calendar help is provided to fetch date.

Confirmation Due Date

The tentative date on which employee can get confirmed. System populates this date by default based on Probation Period details. You can change this date if required.

Actual Confirmation Date

The date on which employee has been confirmed.  Actual confirmation date can be different than confirmation due date.

Separation Date

The date on which the employee had quit the Organization if separated.

Rehire Date

The date on which the employee was rehired if the employee had quit and rejoined.

Contact Person 1

Full name of the person who need to be contacted in case of emergencies.

Contact Person Ph. No.

Phone number of the contact person.

Relationship with employee

Relationship of the contact person with the employee for example, Mother, Father, Spouse, or Son.

Contact Person 2

Full name of the alternate contact person.

Contact Person Ph. No.

Phone number of the second contact person.

Relationship with employee

Relationship of the contact person with the employee for example, Mother, Father, Spouse, or Son.

Modification Option

If you want to make a correction to the data, select the modification option as ‘Correct’. This will overwrite the existing record within the same effective period. If the record needs to be updated with new information like modifying marital status, select the modification option as ‘Update’. You will be prompted to enter new effective date. A new record will be created with new effective from date and the existing record will be closed with a date prior to the new effective from date. If you are entering employee personal information for the first time, you need not select the Modification Option.

New Effective From

Enter the date from which a new version of the record must be created with the modifications you made. Calendar help is available to fetch date. The value you specify for the New Effective From date must not be earlier than or equal to the Effective From value of the existing record. The value can be entered in the user-defined date format. By default, the value will be blank.