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 Vantagepoint, 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 on the General tab of My Preferences, 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. For security purposes, the number is automatically masked or blurred after entry. To view or change the number, hover over or edit the field. |
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
|
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 Vantagepoint 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:
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
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