Personal

Basic employee information such as name, address, gender, and date of birth provided during the Hire process are maintained and viewed on this window.

Any updates on this window will automatically update wherever else the database field appears in Preceda.

Prerequisites

  • A list of available Titles will be predefined in your database, and an authorized user will be able to edit the available list if required.
  • The Date of Birth field may be set as a mandatory field by setting up Field Number 16 on the Field Numbers window.
  • During the Hire process, Program Control Option DOBVL can be set to validate the Date of Birth against a set of Hire Rules. If the date of birth is changed, the Hire Rules will not be validated.
  • Ensure Post Code ranges are setup and specified.
  • Program Control PDESS Position 14 allows you to manage if employees are allowed to edit the fields Country of Birth, Nationality, Language Code, Work Phone Number, Extension, Fax Number, Other Number 1 to 3, Business Email Address and Personal Email Address from the ESS version of this screen, or set them as read-only.
  • The Work Phone and Extension's display and availability depend on the settings from Program Control WPHON.

Rules and Guidelines

  • If any of the employee's name changes, make sure that the Report Name also changes.
  • It is recommended that the Date of Birth becomes a mandatory field as it could effect various processes such as Super Guarantee process, and is useful for ABS reporting and various Workforce Reporting such as Demographics.
  • The Date of Birth must be entered in a specified format as required for ATO reporting.
  • ATO requirements
  • Mapper: If you need to update any information on the Personal screen via Mapper, you may need to use both Mappers M000211 and M000101, depending on the fields you are updating.
  • STP Reporting: The Surname field is mandatory in STP Reporting while the First Name is optional. However, in Preceda, both fields are mandatory. Users are required to enter the one legal name into the Surname field and enter a full stop (period) into the First Name field. Under STP Reporting, the Surname will be sent and the First Name will be automatically changed from full stop to blank and not be reported ensuring that:
    • Employees with the same First Name and Surname will still be reported via STP as they currently do.

    • Employees with full stop (period) in the First Name field will be replaced with blank in STP Reporting.

    • Employees with full stop (period) in the Surname will be reported with the full stop and will be rejected.

  • Information entered on this window could be accessible to the employee when logging in to Employee Self Service.

Field Information

Personal Information

 

Contact Information