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PEOPLESOFT 8.9 Emergency Contact View/Change Business Process Guide

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PEOPLESOFT 8.9

Emergency Contact

View/Change

Business Process Guide

Page ii

© 2007 PeopleSoft, Inc., CedarCrestone, Inc. and Howard University

All rights reserved. Published 2007

Restricted Rights

Printed in the United States of America.

The information contained in this document is proprietary and confidential to PeopleSoft, Inc.,

CedarCrestone, Inc. and Howard University.

No part of this document may be reproduced or transmitted in any form or by any means,

electronic or mechanical, including photocopying and recording, for any purpose without the

express written permission of PeopleSoft, Inc., CedarCrestone, Inc. and Howard University.

This Guide is subject to change without notice, and PeopleSoft does not warrant that the material

contained in this Guide is error-free. If you find any problems with this Guide, please report them

to the HU LEADS Training Team.

PeopleSoft, the PeopleSoft logo, PeopleTools, PS/nVision, PeopleCode, PeopleBooks, and Red

Pepper are registered trademarks, and PeopleTalk and “We work in your world.” are trademarks

of PeopleSoft, Inc. All other company and product names may be trademarks of their respective

owners. Copyright © 2007 PeopleSoft, Inc., CedarCrestone, Inc. and Howard University. All

rights reserved.

Emergency Contact View/Change

Page 1

Table of Contents

Emergency Contact View/Change ..............................................................................2

Introduction ...................................................................................................................2

Assumptions...................................................................................................................2

Required Fields ...............................................................................................................2

Output Results................................................................................................................2

Procedure ......................................................................................................................3

Emergency Contact View/Change

Page 2

Department

All Departments

Responsibility/Role

All Employees

File Name Emergency Contact View/Change

Version 0

Document Generation Date 10/23/2007

Date Modified 10/29/2007

Last Changed by SMcFarland

Status Approved - Final

Navigation Path

Home > Self Service > Personal Information > Personal

Information Summary > Emergency Contact View

Emergency Contact View/Change

Introduction

Employees can view and/or change an emergency contact in the PeopleSoft

database.

Assumptions

Employee is entered in PeopleSoft

Employee requires an emergency contact change or addition

Required Fields

Required Field(s) Comments

None

Output Results

Output – Results Comments

None

Emergency Contact View/Change

Page 3

Procedure

This process describes how to view or change an emergency contact.

Step Action

1.

Begin by navigating to your personal information page.

Click the Self Service link from the Menu.

Step Action

2.

The Self Service menu displays.

Click the Personal Information link.

3.

The Personal Information menu displays.

Click the Personal Information Summary link.

4.

The Personal Information page displays. Use the Scroll Bar if necessary to

move lower in the page to find the Emergency Contact button.

Emergency Contact View/Change

Page 4

Step Action

5.

Click the Change emergency contacts button.

6.

To view an emergency contact's information, click the Contact Name link

for the person you want to view information for. For example: Emergency

Call

7.

After you review the information, use the Scroll Bar to move to the bottom

of the page.

8.

After you review the information on this page, click the Return to

Emergency Contacts link.

9.

To edit an emergency contact's information, click the Edit button.

You also have the option to delete an emergency contact's information by

clicking the Delete button for that specific person.

Emergency Contact View/Change

Page 5

Step Action

10.

Let's change this emergency contact's relationship to the employee.

Click the *Relationship to Employee dropdown button to activate the menu.

Emergency Contact View/Change

Page 6

Step Action

11.

Click an entry in the list.

For Example: Other Relative

12.

Use the Scroll Bar to move to the bottom of the page.

Emergency Contact View/Change

Page 7

Step Action

13.

Click the Save button.

Emergency Contact View/Change

Page 8

Step Action

14.

Click the OK button.

15.

Click the Return to Personal Information link.

16.

You have the option of changing who your primary emergency contact.

Click the Change emergency contacts button.

Emergency Contact View/Change

Page 9

Step Action

17.

Click the Change the primary contact button.

18.

Click the Primary Contact dropdown button to activate the menu.

19.

Click an entry in the list.

Choose Emergency Call 2 as the new primary contact.

Emergency Contact View/Change

Page 10

Step Action

20.

Click the Save button.

Emergency Contact View/Change

Page 11

Step Action

21.

Click the OK button.

Emergency Contact View/Change

Page 12

Step Action

22.

Click the Return to Personal Information link.

23.

The Primary Contact is now Emergency Call 2.

Click the Home link to return to the Home page.

24.

Congratulations! You have completed the view and/or change an emergency

contact process.

End of Procedure.