Phased rollout

This version of the software is currently available only to early adopter SaaS customers as the first step in our phased rollout. Click here to view an earlier version.

Adding contact information, work information, and attributes to a People record

You can add details such as home and additional contact information about the More Details tab of the People form.

To add additional address and contact information for People

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, select Foundation > People > People, and then click Open
  3. On the People form, search for the person.
  4. Select the person, and click More Details tab.

    People information
  5. Click Edit Home Address. The Address Details dialog box appears.
  6. Enter the street address and ZIP or postal code, and select the country, state or province, city, and time zone.
  7. To add phone numbers, click in the phone field and press Enter.
    You can select a Country Code for a phone number from the list in the dialog box that is displayed, or you can enter one manually.

  8. (Optional), enter information in the Additional Contact Information area.
    In the ACD field, you can optionally enter an Automatic Call Distribution (ACD) identification number for use in integrations with ACD systems.

  9. Click Save.

To add work information

Add this information to record changes you make to the people record and acts as a change history.

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, select Foundation> People> People, and then click Open.
  3. On the People form, search for the People data.
  4. Select the person, and then click the Work Info tab.
  5. In the Work Info Type field, select a type, such as Mailing List, General Information, or People Task.
  6. In the Date field, click the button to the right of the field to select a date.
    If you leave this field blank, the current date is used.
  7. In the Source field, select the communications source, such as Email, Fax, Phone, or Voice Mail.
  8. In the Summary field, enter a short description for the Work Info entry.
  9. In the Details field, enter the complete description for the Work Info entry.
  10. To add an attachment:
    1. Right-click under the File Name header, and then choose Add.
    2. Navigate to the location of the file.
    3. Select the file, and then click Open to attach the file.
      You can attach a maximum of three files. For the Locked option, select Yes to prevent the Work Info entry from being modified after it has been saved.
  11. Set the view access of the work information to be viewable by people internal to the company this person belongs to or by all people.
  12. Click Save.
    The entry is added to the Work Info History table. To view an existing entry, select the entry in the Work Info History table and click View.

To create attributes for People

You can enter additional profile information for individuals by using the Attributes tab of the People form. For example, you can use attribute profiles to set up employee benefits or wallet information to store credit cards.

Make sure you have Contact People HR Admin permission to add and view HR Attendance Management information, Benefit information, and Wallet information.

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, select Foundation > People > People, and then click Open
  3. On the People form, search for the People data.
  4. Select the person, and then select the Attributes tab. The available list of attribute types varies depending on your permissions.
    You can create, view, or delete attributes. For example, if you select Access ID as the Attribute Type, and click Create, the Access ID form is displayed.
    The Access ID form shows the configuration of Access IDs that a person has within the applications that the person uses.
  5. Depending on the Attribute Type that you select, complete the dialog box that appears. When you save and close that dialog box, the attribute appears in the Attributes list on the People form.
  6. Click Save on the People form.
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