“Person Card” scenario
Step 1 Creating a person card
Each person who will be hired must be registered in the system in the list of persons.
The General tab stores general information about a person:
Person card page
| Field | Description |
|---|---|
| No. | Person’s code. Provided automatically, in accordance with the selected series of numbers (the General Module Setup scenario). |
| Last Name | Last name of the person. |
| First name | First name of the person. |
| Patronymic name | Patronymic name of the person. |
| Initials | Initials of the person. |
| Full name | Full name of the person. |
| Date of last name change | Date of last name change of the person. The field is filled in automatically. |
| Last name (English) | Last name of the person in English. |
| First name (English) | First name of the person in English. |
| Patronymic name (English) | Patronymic name of the person in English. |
| Phone | Phone number of the person. |
| Mobile phone | Mobile phone number of the person. |
| Email of the person. | |
| Search name | The value is generated automatically based on the full name of the person. |
| Date of birth | Date of birth of the person. |
| RNOKPP | Registration number of the taxpayer's registration card of the person. |
| Tax inspectorate No. | Regional tax inspectorate number of the person. |
| Non-resident | Specify "Yes" if the person is a non-resident. |
| Unique registration number | The number of the entry in the unified state demographic register. |
The Administration tab stores additional information about the person. The required information is selected from corresponding system directories:
Person card page. Administration tab
| Field | Description |
|---|---|
| Gender | Gender of a person. |
| Marital status | Marital status of a person. |
| Nationality | Nationality of a person. |
| Native language | Native language of a person. |
| Country/region code by citizenship | Country code by citizenship of a person. |
| Sick leave payment benefit | The "Yes" value must be set if the employee has sick leave payment benefits. If the field is enabled, then when calculating the percentage of sick leave payment, the employee will be considered in the Disabled category. |
| Sick leave payment benefit type | Sick leave payment benefit type for a person. The value can be filled in only if "Sick leave payment benefit" = "Yes". |
The Military registration tab stores additional information required for maintaining the military registration of a person. The necessary information is selected from the corresponding system directories:
Person card page. Military registration tab
| Field | Description |
|---|---|
| Status for military service | Available values:• Obligated.• **Not obligated **.• Dismissed. |
| Attitude to military duty | Value from the "Personal information codes" directory. |
| Military rank | Value from the "Personal information codes" directory. |
| Military registration specialization number | Military registration specialization number. |
| Military registration group | Value from the "Military registration group" directory. |
| Military reserve category | Available values: • 1. • 2. |
| Reserve rank | Reserve rank. |
| Military personnel | Value from the General directory with the “Military personnel” type. |
| Training profile | Value from the General directory with the “Military personnel” type. |
| Special military registration | Value from the General directory with the “Special military registration” type. |
| Military enlistment office | Value from the General directory with the “Military enlistment office” type. |
| Actual military enlistment office | Value from the General directory with the “Military enlistment office” type. |
| Military registration number | Military registration number. |
| Fitness for military service | Fitness for military service. |
| Conscript | Enable the option if the person is a conscript. |
| In reserve | Enable the option if the person is in reserve. |
| Mobilization order | Enable the option if the person has a summons. |
| Reason for de-registration from military service | Available values:• Empty.• Age.• Health status. |
| Date of de-registration from military service | Date of de-registration from military service. |
| Military document | A value should be selected if the person has a military ID. |
| Reservation status | Available values:• Empty.• Submitted for reservation.• Reserved.• Cancelled. |
| Deferment start date | Definement start date of the reserved conscript. |
| Deferment end date | Definement end date of the reserved conscript. |
| Reason for cancellation | Reason for cancellation of the reserved conscript's deferment. |
The Work Experience tab registers information about the work experience of a person before his/her hiring by the company. The value can be specified manually, but if the Work History directory is filled in, the data will be calculated based on the data from the directory (when the directory page is closed).
Purpose of function keys on the Person Card page:
«Main» tab, «Process» block
| Button | Description |
|---|---|
| Employees | List of employee cards existing for this person. |
| Labor contracts | List of labor contracts existing for this person. |
«Actions» tab, «Functions» block
| Button | Description |
|---|---|
| Change Name | Initiates the procedure for changing the name of a person. |
Related tab, Person block
| Button | Description |
|---|---|
| Comments | Comments for a person. |
| Addresses | View and register addresses of various types associated with a person. |
| Documents | Registration of documents associated with a person. |
| Photos | Upload and view a photo of a person. |
| Employees | View a list of employees created in the system for this person. |
| Relatives | View and register information about the relatives of a person. |
| Languages | View and register information about the languages spoken by a person. |
| Medical Information | View and register medical information about a person (insurance, disability, benefits). |
| Qualification | View and register information about the qualifications of a person. |
| Labor contracts | View a list of labor contracts (closed and active) concluded with a person. |
| Work history | View and edit information about a person's previous places of work. |
| Name change history | View the history of name changes for a person. |
| Contract terms | View and edit a list of labor contract terms that can be established with an employee when concluding a labor contract. The terms specified in the list will be used to generate a list of contract terms when concluding a new contract (renewal/transfer/combination) of the current one. |
| Name declension | To use text templates and printed forms of personnel orders, it is necessary to enter name declension. In the case field, select: **• Genitive ** **• Dative ** **• Accusative ** and decline the first name, last name, patronymic for each of the lines. For identical entries of the first name, last name or patronymic, you can create a declension of these values using the "Suggest from Similar" function. When you run the function, the system will find a match for one, several, or all three parameters and insert the corresponding declension records of the first, last, or patronymic name from the declension records of other persons. |
Step 2 Person addresses
The following types of addresses can be registered for each person in the system: • Permanent (actual address). • Registrations. • Place of birth. • Other.
Each address type has its own validity period. The address validity period starts from the date specified in the Valid from field on the address card and is valid until a new address card of the same type with a new start date is registered.
Step 3 List of documents associated with a person
The system allows you to store documents of different types associated with a person. Document history is supported. For each document type, it is possible to store the document validity period (Valid from and Valid to fields). If the validity period of one document expires, you can save all the information about the old document by entering the information about the new document in a new line. You can select the Document type. The Constant field in the document directory is used to display the document number with a prefix in some reports. For example, if an employee does not have a RNOKPP, then the document number (passport) must be displayed with the BK constant (without code) at the beginning of the series and passport number. When accessing a document of this type, the document that is valid on the request date is always selected. In order to store documents of a different type (other than identity documents), it is necessary to expand the Document Types directory. The fact box and the "Attachments" button are available on the page. When you click on the number of documents on the fact box or the button, the "Attached documents" page will open, where you can attach external files to a specific table entry. The system allows you to enter Record number for the document.
Step 4 Information about relatives
The system allows you to store information about the employee's relatives. It is possible to maintain a history of changes in family relationships (Start date of relationship and End date of relationship fields). There is an optional ability to link a relative to a list of persons already registered in the system. To do this, you need to specify the code of the person in the Person Relative Code field. In this case, all other fields (First Name, Last Name, Date of Birth) will be filled in automatically. This is convenient when relatives work in the same organization. The fact box and the "Attachments" button are available on the page. When you click on the number of documents in the fact box or the button, the "Attached Documents" page will open, where you can attach external files to a specific table entry.
Step 5 Medical information about a person
The system allows you to store medical information related to a person.
It supports the ability to store three types of information: • Insurance. • Disability. • Benefits.
The directory data is used to generate reports and for informational purposes. The Disability field is also used to determine the disability indicators when calculating some payroll elements. In Ranges of the payroll element, you can set a special setting for the disability indicator. Also, to be able to separate accruals in the middle of the period and apply different tax rates to them, for disabled people it is necessary to create separate positions with the Position for disabled person indicator (see the Positions scenario) and transfer "from" or "to" such a position. If a person has additional guarantees when applying for a job in accordance with the law, it is necessary to add a line with the Benefits type. The fact box and the "Attachments" button are available on the page. Clicking on the number of documents on the fact box or button will open the "Attached documents" page, where you can attach external files to a specific table entry.
Step 6 Registering the level of proficiency in foreign languages
The system allows you to store information about the level of proficiency of a person in foreign languages. The fields can contain information about the language, level of proficiency and a document confirming the level of proficiency in a foreign language.
Step 7 Qualification
The system allows you to store information about qualifications (education/additional education/advanced training courses, etc.). The directory data is used to generate reports (for example, Employee Card P-2, if the entry is set to Use in P-2), as well as for informational purposes. To summarize information about the qualifications of all employees, there is a View qualifications function, which allows you to view which employees have a certain qualification.
Step 8 Photo
The system allows you to store photographs of a person. Photos can be Taken, Imported, Exported, Deleted.
Step 9 Information about previous work experience
The system provides two ways to store information about work experience at previous places of work: • Storing summary information. Summary information about work experience at the previous place of work can be specified manually on the "Work Experience" tab of the person's card. It is considered that the specified information was entered by the time the person was hired by the organization. You can specify summary information manually only if there is no detailed information. • Storing detailed information. To store detailed information, open the Personal Work History page and fill in the form lines based on the work record book data.
At the same time, data on insurance experience used to determine the percentage of sick leave payment and in reporting must be added to a person only through the "Work History" button.
Step 10 Changing the full name of a person
Registration of the fact of a change of first name, last name or patronymic by a person is carried out by the special Change name... function.
In the function parameters, you must enter a new first name, patronymic and last name, the start date of the new full name, date and Series of personnel orders, the number will be provided automatically after running, Text template – to generate the text of the personnel order. All form fields, except for the Description field, are required. To complete the procedure and make changes to the system, click the OK button. After filling out the form and running the specified function, the system automatically makes changes to the full name in the employee card associated with this person. The fact of changing the full name is recorded in a special table, which is available for viewing from Person Card when selecting Person – Name Change History. On the Person Name History page, you can view all name change operations and their effective date and view the text of the personnel order. Generate a printed form of the personnel order or cancel the name change.
If the system contains records of name declension, then after the Change name... function is completed, the system will generate a message about the presence of declension records and a suggestion for the user to change them.
Step 11 E-labor activity
According to Ukrainian legislation, the employer is obliged to provide information on the employee's work activity in the electronic format of the Pension Fund of Ukraine. The system allows you to maintain this information and download it from the E-labor activity page. Records in the "E-labor activity" table are created automatically when posting various documents: • Labor contract lines • Vacation orders • Other absence orders • Other personnel orders
Learn more about creating records and the functionality of the E-labor activity page in the E-labor activity scenario.