Description: The Personal Data panels contain personal information about an employee, such as address, phone number, and marital status. These panels are used in the automated benefits administration process to determine benefits eligibility. Therefore, it is very important to update the panels based on changes to an employees personal information. Personal information is not effective-dated, so do not add a new row of data. Instead, delete current information from the field and enter the new information. Please refer to Administer Workforce/Plan Salaries CBT for more detailed information about Personal Data.
Last column refers to data interfaced with SHARP by the Regents institutions.
Menu Path: Go, Administer Workforce, Administer Workforce (U.S.), Use, Personal Data
Employee ID and Employee Record #- Online agencies must enter in search box; Regents must send in interface file. Incorrect data entry updates the wrong employee.
PERSONNEL DATA 1 PANELData Fields | Comments | Impact of Error | Agency Required? | Regents Interface? |
---|---|---|---|---|
Name: |
Enter in this format: Lastname,Firstname,Middlename/initial See Examples below |
Information defaults to other panels, such as Job Data, Position Data, and GHI carrier files | Yes | Yes |
Prefix: |
|
Optional | No | |
SSN: |
Verify employee’s Social Security Number. Contact DPS if change needed. | Affects payroll and tax data | Yes | Yes |
Original Hire Date: |
Defaults as date employee was first hired | Yes | Yes | |
Address 1: |
Home address where employee resides | May affect mail delivery of pay advice, W2, open enrollment information, and other mailings | Yes | Yes |
Address 2: |
Additional line for home address, if needed | If needed | If needed | |
Address 3: |
Additional line for home address, if needed | If needed | No | |
City: |
City of residence | Yes | Yes | |
State: |
State of residence | Yes | Yes | |
Zip: |
Zip code of residence | Yes | Yes | |
County: |
|
Determines benefits eligibility | Yes | Yes |
Country: |
|
Yes | Yes | |
Mailing Address: |
|
May affect mail delivery of pay advice, open enrollment information, and other mailings | If needed | No |
Phone: |
Enter home phone number | Optional | No | |
Other Phone Numbers Type: |
Optional field to list up to 10 other types of phones for employee (e.g. business, fax, cellular, pager, etc.) | Optional | No | |
Number: |
Corresponding phone number to types listed above | Optional | No |
Data Fields | Comments | Impact of Error | Agency Required? | Regents Interface? |
---|---|---|---|---|
Gender: |
|
Affects accuracy of EEO statistical reporting | Yes | Yes |
Marital Status: |
|
May affect benefits administration | Yes | Yes |
Marital Status Date: |
Enter date of status change if marital status changes | Yes | Yes | |
Highest Education Level: |
|
May affect an employee’s inclusion in a certified eligible pool | If needed | If needed |
Full-Time Student |
Check box on if employee is full-time student | Optional | No | |
Birthdate: |
|
Affects rates for optional group life insurance | Yes | Yes |
Birth Location: |
City of employee’s birth | No | No | |
Birth Country: |
Leave blank | No | No | |
Birth State: |
Leave blank | No | No | |
Date of Death: |
|
No | If applicable | |
Preferred Language: |
|
No | No | |
Official Language: |
Leave blank | No | No | |
Referral Source: |
Defaults from information entered during applicant process or initial hire | No | No | |
Citizenship Status: |
|
Yes | No | |
Ethnic Group: |
|
Affects accuracy of EEO statistical reporting | No | Yes |
Military Status: |
|
May affect employee’s preference when applying for another state position | Yes | Yes |
Smoker |
Check box on if employee waives non-smoker discount for GHI purposes | Affects non-smoker discount rate for GHI | Yes | No |
Disabled Veteran |
|
If applicable | Yes | |
Disabled |
Leave blank | No | Yes | |
Employment Eligibility Proof 1: 2: |
Relates to I-9 Form (e.g. driver’s license, social security card, or passport) | Yes | No | |
Date Entitled to Medicare: |
Enter eligibility date for Medicare | Optional | No | |
Medicare Number: |
Enter employee’s Medicare number | If applicable | If applicable | |
Med A Effdt: |
|
If applicable | If applicable | |
Med B Effdt: |
|
If applicable | If applicable |
Name formatting: The PeopleSoft standard name format is [lastname] [suffix],[prefix] [firstname] [middle name/initial]. The entry can contain alphabetic characters, spaces, periods, hyphens, and apostrophes. Valid entries might include:
O?Brien,Michael
Jones IV,James
Phillips MD,Deanna Lynn
Reynolds Jr.,Dr. John Q
Phipps-Scott,Adrienne
Knauft,Gunter
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