Using Personal Information Summary Page
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1 Using Personal Information Summary Page You use the Employee Personal Information page to review, add, update, or delete personal information in the PeopleSoft database. You can access each transaction individually or use the Personal Information page to review all personal information at once. Links on the Personal Information page provide quick access to the various transactions that you can use to make changes, if necessary. The following transactions are designed to use workflow for self-service. If workflow is activated, when a user performs one of the following transactions, the system automatically routes the transaction request to the appropriate person for approval. Name change Marital status change Address change Upon completion of this lesson, you will be able to: Maintain home and mailing address information. Maintain emergency contact information. Maintain address information. Maintain phone number information. View personal information. Procedure Consider this scenario: You want to review the information that HR has on file for you. Use the Personal Information page to view and update your personal information.
2 1. Begin by navigating to the Personal Information Summary page. Click the Self Service link.
3 2. Click the Personal Information link. 3. Click the Personal Information Summary link.
4 4. Use the Personal Information page to review your current data and to access specific eprofile pages. 5. Verify the Employee Name information. Note: The Employee Name is view only. If the name is incorrect, contact the Human Resources department. 6. Use the Addresses section to view your address information. Step 7. Click the Change home/mailing addresses button. 8. Use the Home and Mailing Address page to add or update your address.
5 9. Click the Address Type list.
6 10. You can add a mailing address by selecting the Mail option. For this example, the home address is the same as the mailing address. 11. Click the Return to Personal Information link. 12. Use the Phone Numbers section to view your phone information. Step 13. Click the Change phone numbers button. 14. Use the Phone Numbers page to add or update your phone information. 15. For this example, Alex only uses a mobile phone. He will add the mobile phone number and delete the older Home and Main phone numbers.
7 16. Click the Add a Phone Number button. 17. Click the Phone Type list.
8 18. Click the Mobile list item.
9 19. Enter the desired information into the Telephone field. Enter "413/ ". 20. Delete the old Home and Main phone numbers. Click the Delete button. Step 21. Click the Yes - Delete button.
10 22. Click the Delete button.
11 23. Click the Yes - Delete button. Step 24. Click the Save button.
12 25. Click the OK button.
13 26. Click the Return to Personal Information link. Step 27. Click the Change emergency contacts button.
14 28. Use the Emergency Contacts page to verify and edit your emergency contacts.
15 29. Click the Edit button. Step 30. Add your Emergency Contact's address. Click the Edit Address link.
16 31. The address displays on the Edit Address page. Use the QuickAddress button to update and validate the address.
17 32. Click the QuickAddress button. Step 33. Enter the desired information into the Address Line 1 field. Enter "9 Granby Street". 34. Enter the desired information into the City field. Enter "Northampton". 35. Enter the desired information into the State field. Enter "MA". 36. Enter the desired information into the Zip Code field. Enter "01060". 37. Click the Search button.
18 38. In the case where an exact match is not found, the QuickAddress Address Selection page appears. This page displays the top matches for the address you entered. 39. What scenarios would cause the QuickAddress Address Selection page to appear? 1) Entering a Unit or Apartment number depending on how your address is officially listed. 2) Inaccurate Postal Code 3) Incorrect spelling 4) New or unoffical address 40. Note: When entering a new or unofficial address (e.g., a new apartment building), you can click the Cancel button. The Edit Address page will open. You can then click the Override link under the QuickAddress button to enter the address manually. This manual process should only be used for this type of scenario. All other addresses should be validated through QAS. 41. Click the 9 Granby Rd, Northampton MA, link. 42. The address has been validated and is grayed out. If you need to make any changes to the address, you can click the QuickAddress button
19 43. Click the OK button.
20 44. Click the Scrollbar. 45. Click the Return to Emergency Contacts link. Step 46. Click the Return to Personal Information link.
21 47. Click Scrollbar.
22 48. Click the Change addresses button. Step 49. Use the Addresses page to verify and edit your addresses.
23 50. Click the Return to Personal Information link.
24 51. Click Scrollbar. 52. Verify that the Gender and Date of Birth information is correct. Note: If the data in the Employee Information section is incorrect, contact the Human Resources department. 53. Click the Scrollbar. Step 54. Click the Personal Information link.
25 55. Note: The navigation links on the Personal Information page provide links to each of the individual sections that the employee can review and edit that are also available on the Personal Information Summary page. 56. Congratulations! You have successfully viewed the Personal Information Summary page. End of Procedure.
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