Employees Personal and Contact Details Tab

Use this tab in the Employees hub to enter, edit, and view an employee's personal and contact information, such as home address, phone, and social security number.

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

When you click the add record option on the form to add a new record to the hub, you enter information in the fields on this tab. To edit information on this tab after you save a new record, hover over a field name and click to open the field in edit mode. Alternatively, you can use the Actions bar and select Edit to edit any fields on any of the tabs in the hub without having to hover over a field name and click . Some fields, such as calculated fields, cannot be edited.

The field descriptions in this topic describe how to enter information for a new record.

If you have multiple companies in DPS, the following information applies:

• The data that you enter on a 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 & Expense 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.

Contents

Personal Information Section

Field	Description
Social Security Number	Enter the employee's Social Security Number.
National ID	Enter the tax registration number for the employee.

Contact Information Section

Enter the employee's home address in the fields in this section. After you save the entries in these fields, the address information displays under Home Address on the tab.

Field	Description
Home Address	Enter the employee's street address in this field. Click + Add Address Line below the Address field to add additional lines for the address.
City	Enter the employee's home city.
State/Province	Enter the employee's home state or province.
ZIP/Postcode	Enter the employee's home ZIP code or postcode.
Country	Enter the employee's home country. By default, this field displays the default country as configured in the Defaults tab of the My Preferences dialog box (to display the dialog box, click on the DPS toolbar and select My Preferences).
Home	Enter the employee's home phone number. In the drop-down list, select a format to apply to the phone number. The format options are defined by your system administrator. For example, if you select (###) - ### - #### and enter 5552231122 in the field, the phone number is automatically formatted as (555)-223-1122. If you select ###.###.#### and enter 5552231122 in the field, the phone number is automatically formatted as 555.223.1122. Depending on your DPS configuration, you may be able to select Do not format to leave the phone number as typed without any formatting.

Citizenship Information Section

This section displays if you have the Accounting and/or Resource Planning modules installed.

Field

Description

Citizenship Type Grid

Click + Add Citizenship Type below the citizenship type grid to add a row to the grid, and enter the employee's citizenship information. Enter information for the following 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 citizenship country. A system administrator defines the list of countries on the Lists tab of Labels and Lists Settings. By default, this field displays the default country as configured in the Defaults tab of the My Preferences dialog box (to display the dialog box, click on the DPS toolbar and select My Preferences). Expiration Date: Enter the expiration date for the citizenship. To delete a citizenship type in the grid, click X at the end of the row.

Memo Section

Field	Description
Notes	Enter any notes or information related to the employee. Click on the right side of the Notes toolbar to display formatting options for note text.