Deltek Vantagepoint Help

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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.

After you click the add record option on the form to add a new record to the hub, enter information in the fields on this tab and click Save. To edit information on this tab after you save a new record, hover over a field name and enter or select a new value or use the edit dialog box to make changes. After the appropriate fields update, save the record. 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 displays only 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 checkbox 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 on the Vantagepoint 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 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:
  • 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 Vantagepoint 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.