Recording information on family members
Use this page to record information pertaining to the family members of the employee
Ensure that you are in the "Create employee file" or “Record personal information” page.
Select “Record information on family members” link from the bottom of the page.
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. |
Select the “Previous” pushbutton to view the effective dates of the previous version of the record.
Select the “Next” pushbutton to view the effective dates of the next version of the record.
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.
Specify the following details:
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
Select the Book icon beside the “Comments” field. The system displays a dialog box containing the comments that were entered previously, if any.
You can view, modify or delete the content.
Select the “Save” pushbutton to save the details and return to the previous page.
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. |