Personal Tab of the Employees Form (Desktop)

Use the Personal tab in the desktop application to enter, edit, or review an employee's address, home phone number, Social Security number, and other personal information.

Contents

To ensure the confidentiality of personal information, only users with the appropriate security access can view the information on the Personal tab.

If you use multiple companies, the following applies:

  • The data that you enter on this tab applies to the company that the current record is associated with.
  • The tabs and fields that display are based on the company that the current record is associated with. For example, if the employee is associated with four different companies but only one company has access to Payroll, the Payroll tab of the Employees form only displays when you are viewing that company's record.
  • The values that are available in the individual fields and lookups are based on the company that the record is associated with. For example, only timesheet groups that are associated with the current company are available in the Group field on the Time tab of the Employees form.
  • If the Automatically retrieve your record in Employee Hub/Employee Review check box is selected in My Preferences in the desktop application, the employee record that automatically loads is for the home company that is associated with the current record. If the record is associated with multiple companies, the home company record displays first.
Field Description
Address and Phone Use this group box to enter the employee's address and phone information.
Address 1,2,3 Enter the employee's address.
City Enter the employee's city.
State/Province Specify the employee’s state or province.
Zip/Postcode Enter the employee's ZIP or postal code.
Country Specify the employee's country.
Home Phone Enter the employee's home telephone number. Your system administrator defines the format for your phone numbers.
Hours/Day Enter the number of hours per day the employee is generally expected to work.
Social Security Number Enter the employee's Social Security Number.
Raise Date Specify the date of the employee's next scheduled raise.
Termination Date

Specify the date on which the employee was terminated.

When there is a date in this field, the Standard Hours calculation on the Time Analysis report stops on the date that you specify. For example, if the Termination Date is 05/01/2017, there are no Standard Hours on the Time Analysis Report past 05/01/2017 when using the Hours-per-Day method to calculate Standard Hours. If you terminate an employee and later rehire the employee, you must clear the Termination Date field for the correct data to display on the Time Analysis report.

Tax Reg # Enter or modify the tax registration number for the employee.

Citizenship Type Grid

Use this grid to enter an employee's citizenship information.

Field Description
Citizenship Type Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Insert Click this toolbar option to insert a new row in the grid and add a citizenship type.
Delete Select a row in the grid and click this option to delete it.
Citizenship Type Grid Fields
  • Citizenship Type: Select the citizenship type. A system administrator defines the list of citizenship types on the Lists tab of Labels and Lists Settings.
  • Country: Select the country of the citizenship. A system administrator defines the list of countries on the Lists tab of Labels and Lists Settings.
  • Expiration Date: Enter the expiration date for the citizenship. Click and select a date from the calendar.

Memo

Field Description
Memo Enter any notes or information related to the employee. Use the Text Editor to apply formatting to the text.