Recording information on family members 

Glossary

Basics of using a typical web page

Using online help

Use this page to record information pertaining to the family members of the employee

The “Record information on family members” page appears.

The system displays the following.

Date Format

The date that is applicable to the login user.

You can view the following in the “Employee details” group box.

HR Setup Unit     

The HR setup unit applicable to the login employment unit.

Employee

The unique employee code and name of the employee. The system displays the value selected in the “Select Employee” page.

Employee Type

The type of the employee’s job. The employee type indicates whether the selected employee is a regular employee or has been hired on contract for a limited period or is a consultant.

Viewing Effective Dates

You can use the “History Details” group box to view the effective dates of the previous versions of record.

Effective From

The date from which the personal information record has come into effect.

Effective To

The date till which the personal information record will be valid.

Viewing information on family members

You can view the following details in the “Family Member Details” multiline .

Family Member Code

The unique code to identify the family member.

First Name

The first name of the family member.

Middle Name

The middle name of the family member.

Last Name

The last name of the family member.

Relationship

The family member-employee relationship, for example, spouse, son, and daughter.  From the drop-down list box, select the required option.

Gender

The gender of the family member, whether male or female. From the drop-down list box, select the required option, either “Male” or “Female”, to indicate accordingly.

Date of birth

The date of birth of the specified family member.

Dependent

 Specify if the family member is a dependent of the employee or otherwise. From the drop-down list box, select “Yes” or “No” to indicate. “Yes” indicates the family member is a dependent, “No” indicates otherwise.

Occupation

The occupation of the family member. The system will list the options such as,  Employed, Housewife, Student and Retired from Service in the drop-down list box. Select the required option.

Marital Status

The marital status of the family member. Select the required value from the drop-down list box. 

SSN

The social security number of the employee.

SIN

The Social Identification Number of the family member.

Remarks

Any remarks pertaining to the family members.

Modifying the record

You can modify an existing family member information record using either the “Correct” or “Update” modification options. If you select the “Correct” option, the system modifies the record without changing the effective dates. If you select the “Update” option, you are to provide a new effective from date and time. The existing record will become ineffective from one minute previous to the new effective from value. The system opens a new record effective from the new effective from value specified.

Modification Option

Select the required modification option, either “Correct” or “Update” from the drop-down list box. By default, the value will be blank.

New Effective From

The date and time from which a new version of the record must be created with the modifications you made.

Comments

The comments pertaining to the details specified.

           

To enter comments

The following details are displayed in the “Record Statistics” group box.

Created by

The name of the person who created the details pertaining to the family members of the employee

Created date

The date on which it was created

Last modified by

The name of the person who modified the details pertaining to the family members of the employee

Last modified date

The date on which these details were last modified.