Use the Personal tab 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 Vision Multicompany, 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 Vision Payroll, the Payroll tab of the Employee Info Center will only display when you are viewing that company's record.
- The values that are available in the individual fields/lookups are based on the company that the record is associated with. For example, the Timesheet Groups that are available in the
Group drop-down are only those Timesheet Groups that are associated with the current company.
- If the
Automatically retrieve your record in Employee Info Center/Employee Review option is selected in User Options, the employee record that automatically loads will be for the home company that is associated with the current record. If the record is associated with multiple companies, the home company record will display 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
|
Use this drop-down list to enter the employee’s state or province.
|
| Zip/Postcode
|
Enter the employee's ZIP or postal code.
|
| Country
|
Use this drop-down list to 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
|
Enter the date of the employee's next scheduled raise or click
Calendar and select a date.
|
| Termination Date
|
Enter the date that the employee was terminated or click
Calendar and select a date.
When there is a date in this field, the
Standard Hours on the Time Analysis report stop on the entered date. For example, if the
Termination Date is 05/01/2016, there are no Standard Hours on the Time Analysis Report past 05/01/2016 when using the Hours-per-Day method to calculate Standard Hours. If you terminate and then 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.
|
| Memo
|
Enter any notes or information related to the employee.
Click
Edit to use the Text Editor to enter information.
|