Adding an Individual to the System


Concept


Steps:

  1. Begin by navigating to the Add/Update a Person page.

     

    Click the Campus Community link.

    Step 1
  2. Click the Add/Update a Person link.

    Step 2
  3. Click the Add a New Value tab.

    Step 3
  4. When adding a new person to the database, the system requests a person ID. You can assign IDs in one of two ways:

    Automatically: If you use automatic ID assignment, the system adds IDs sequentially as you add new people. The system maintains the last assigned ID on the Installation Table - Last ID Assigned page.

    Manually: You enter the IDs, using any system that you choose for the organization. With manual entry, you don't need to assign IDs sequentially. Assigning IDs manually is the only way that you can include alphabetical characters in the IDs.

     

    To avoid maintaining two different sets of IDs, you should either always assign them manually or always let the system assign them. In this example, you will let the system assign the ID.

     

    Click the Add button.

    Step 4
  5. Use the Biographical Details page to enter an individual's name and other basic biographical data.

    Step 5
  6. The Effective Date field in the Person Information section defines the date at which the name information is valid. The field defaults to the current system date, but can be modified if needed. For this example, use the default date to reflect the date the person is active in the system.

    Step 6
  7. Enter the name information.

     

    Click the Prefix list.

    Step 7
  8. Click the Mr list item.

    Step 8
  9. Click in the First Name field.

    Step 9
  10. Enter the desired information into the First Name field. Enter

     a valid value
     e.g.
     "John"
    .

    Step 10
  11. Click in the Last Name field.

    Step 11
  12. Enter the desired information into the Last Name field. Enter

     a valid value
     e.g.
     "Mobley"
    .

    Step 12
  13. Click in the Date of Birth field.

    Step 13
  14. Enter the desired information into the Date of Birth field. Enter

     a valid value
     e.g.
     "03/18/1977"
    .

    Step 14
  15. Click the Birth Information link to access the Birth Information Detail page, on which you can enter the individual's birth location, country, and state.

    Step 15
  16. Use the Effective Date field in the Biographical History section to enter the date from which the marital status and gender is valid in your system.

     

    For example, if the person gets married or divorced at a later date, you would enter a new row with a new effective date to record the new information.

     

    For this example, use the default system date.

    Step 16
  17. Specify the individual's marital status (such as single, married, or divorced) and the date (if known) on which the associated marriage or divorce took place.

     

    Click the Marital Status list.

    Step 17
  18. Click the Married list item.

    Step 18
  19. Click in the As of field.

    Step 19
  20. Enter the desired information into the As of field. Enter

     a valid value
     e.g.
     "06/15/1999"
    .

    Step 20
  21. Enter the gender of this individual. Gender is used for reciprocal relationships (mother and daughter, mother and son, brother and sister, and so on).

     

    Click the Gender list.

    Step 21
  22. Click the Male list item.

    Step 22
  23. In the National ID section, enter or confirm the country of this individual's national ID. If the individual has more than one national ID, you can add them here.

     

    In the National ID Type field, the system displays the value that you establish for the specified country on the National ID Type Table page. You can override this default value if needed.

    Step 23
  24. Click in the National ID field.

    Step 24
  25. Enter the desired information into the National ID field. Enter

     a valid value
     e.g.
     "123-12-3678"
    .

    Step 25
  26. Click the vertical scrollbar.

    Step 26
  27. In the Contact Information section, enter the address information for this individual.

     

    Enter the type of address, such as Home, Business, or Mailing. The system displays Home as the default address type.

    Step 27
  28. The default for the Effective Date field is the current system date. The effective date is the date when the address for the address type you selected is effective. This date is also the date when the status that you select is valid.

    Step 28
  29. The Status field is set to either Active or Inactive.

    Step 29
  30. When you specify the country for the address, the system displays the address entry fields in the format required for that country.

    Step 30
  31. Click the Edit Address link.

    Step 31
  32. Use the Edit Address page to edit an individual's address data.

     

    If you have enabled address validation on the Address Format page, the system validates the address that you enter when you click OK. The system validates the address by comparing it to the county, state, and city as defined on the Valid Address page. If your address does not contain a valid county, state, and city for the selected country you will receive an error.

    Step 32
  33. Click in the Address 1 field.

    Step 33
  34. Enter the desired information into the Address 1 field. Enter

     a valid value
     e.g.
     "4300 Black Ave."
    .

    Step 34
  35. Click in the Address 2 field.

    Step 35
  36. Enter the desired information into the Address 2 field. Enter

     a valid value
     e.g.
     "Apt 5494"
    .

    Step 36
  37. Click in the City field.

    Step 37
  38. Enter the desired information into the City field. Enter

     a valid value
     e.g.
     "Pleasanton"
    .

    Step 38
  39. Click in the State field.

    Step 39
  40. Enter the desired information into the State field. Enter

     a valid value
     e.g.
     "CA"
    .

    Step 40
  41. Click in the Postal field.

    Step 41
  42. Enter the desired information into the Postal field. Enter

     a valid value
     e.g.
     "94566"
    .

    Step 42
  43. Click in the County field.

    Step 43
  44. Enter the desired information into the County field. Enter

     a valid value
     e.g.
     "Alameda"
    .

    Step 44
  45. Click the OK button.

    Step 45
  46. Next, enter phone information for this individual.

     

    Click the Type list.

    Step 46
  47. Click the Home list item.

    Step 47
  48. Click in the Phone field.

    Step 48
  49. Enter the desired information into the Phone field. Enter

     a valid value
     e.g.
     "9255551213"
    .

    Step 49
  50. Next, enter email information for this individual.

     

    Click the Type list.

    Step 50
  51. Click the Home list item.

    Step 51
  52. Click in the Email Address field.

    Step 52
  53. Enter the desired information into the Email Address field. Enter

     a valid value
     e.g.
     "jmobley@hotmail.com"
    .

    Step 53
  54. Use the Visa/Permit Data link if you want to enter the individual's visa and permit data at this time. This information also can be added at a later time.

    Step 54
  55. Use the Citizenship link if you want to enter the individual's citizenship and passport data at this time. This information also can be added at a later time.

    Step 55
  56. If you have information specific to a country, you can navigate to the Regional page to enter this information. Regional information includes such information as Health Care Number, Health Care Province, and Aboriginal Person for Canada; GBA Nationality Code and Correspond Nbr for the Netherlands; and Military Status and Disabled Veteran for the United States.

     

    Note that as of the date of this recording, only Canada, Netherlands, and USA functionality is available in PeopleSoft Enterprise Campus Solutions.

    Step 56
  57. You have entered all required information for this individual and can now save the page.

     

    Click the Save button.

    Step 57
  58. Notice that the Person ID, 0058, was created for John Mobley as a result of saving the page.

    Step 58
  59. Also notice that there is an additional Addresses page in the component that now can be used to update address information for an individual after the original record has been created.

    Step 59

You successfully added an individual's personal information to the system. This information included name, marital status, national ID, and contact information.

Table of Contents  Start Topic