v7 FreeBalance Help

The Personal File screen can be used by an employee to modify / update personal information on their employee profile.

To MODIFY a Personal File, follow the steps below:

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By default, you will be in Insert Mode.

1. Enter new Personal information, if required. Fields with an asterisk  are mandatory fields.
2. Code will be automatically generated by the system

• Code: Unique identification code of the Employee

3. Select the Name Prefix from the drop down menu, if required.

• Name Prefix: prefix of the employees name

4. Enter First Name, Middle Name , and Last Night, if required.

• First Name: first name of employee
• Middle Name: middle name of employee
• Last Name: last name of employee

5. Select Language from the drop down menu.

• Language: language used

6. Enter Birth Date, if required.

• Birth Date: the day the employee was born.  To enter the date, click on the Calendar iconand select the date.

7. Enter Place of Birth, if required.

• Place of Birth: country that the employee was born

8.  Select Gender and Marital Status from the drop down menus, if required.

• Gender: gender of the employee
• Marital Status:  defines whether the employee is Single, Married, Divorced, etc.

9. Enter Social Number, if required.

• Social Number: social number of employee

10. Institution will be automatically generated by the system.

• Institution: the institution where the employee works

11. Choose Country of Origin, Citizenship, and Residency from the drop down menus if required.

• Country of Origin: country of origin of employee.
• Citizenship: country that the employee is a citizen in.
• Residency: country where the employee lives.

 12. Old Employee Number will be automatically generated by the system.

• Old Employee Number: previous employee number for the employee

13. Enter the Tax Identification Number, if required.

• Tax Identification Number: Tax Identification Number.

14. Click the  Is PaySlip Sent Via E-mail checkbox, if required.

• Is PaySlip Sent Via E-mail:  if checked, then the employees payslip will be sent to their email

15.  To enter the Currency, if required, click on the Lookup icon ,click on Find icon  to retrieve the Currency information, then select the Currency.

• Currency: currency used by the employee

16. Date Hired, Probation End Date, Permanent, Seniority, Commitment Date, , Retirement Date, Departure Date, and Departure Reason will be automatically generated by the system.

• Date Hired: the date the employee was hired
• Probation End Date: the date where the employee's probation ends
• Permanent: date the employee begins being permanent
• Seniority: The date that seniority takes effect.
• Commitment Date: The date the employee has been officially committed as an employee]
• Retirement Date: Actual retirement date of the employee.
• Departure Date: The date the employee left as an employee.
• Departure Reason: Departure code retrieved from the Exit Interview

17. Enter the Anticipated Retirement Date, if required.  

• Anticipated Retirement Date: the date the employee anticipates retirement

To ADD a Skill:

Click on the Skill tab,, then the Lookup icon . Click on the Find icon to retrieve the Skill list, then select the Skill.

To ADD an Education:

Click on the Education tab,, then the Lookup icon . Click on the Find icon to retrieve the Education list, then select the Education.

To ADD a Spoken Language:

Click on the Spoken Languages tab,, then the Lookup icon . Click on the Find icon  to retrieve the Spoken Languages list, then select the Spoken Language.

To ADD an Employee Association:

Click on the Employee Associations tab,, then the Lookup icon . Click on the Find icon to retrieve the Employee Association list, then select the Employee Association. 

To ADD an Employee Certificate:

Click on the Employee Certificates tab,, then the Lookup icon . Click on the Find icon to retrieve the Employee Certificate list, then select the Employee Certificate.

To ADD a Contact:

Click on the Contact tab,, click the New iconand enter the new Contact information (refer to Contact for more information).

To ADD an Address:

Click on the Address tab,, click the New iconand enter the new Address information (refer to Address for more information).

To ADD an Attachment:

Click on the Attachments tab,, click the New icon and enter the new Attachment (refer to  Attachments for more information).

To ADD Payment Information:

Click on the Payment Information tab,, click the New iconand enter the new Payment Information (refer to  Payment Information for more information).

To ADD a Medical Form:

Click on the Medical Form tab,, click the New iconand enter the new Medical Form information (refer to Medical Form for more information).

1. Create or retrieve as much information under each tab as required.

2. Click the individual Select Checkbox(es), under the required tabs to select and de-select the created or retrieved information, or click the Select All icon  or Unselect All  icon, to select or de-select all the created or retrieved information, if required.

3. Click the Remove icon to remove the selected created or retrieved information, if required.

4. Repeat steps 1 to 3 as required for each tab.

Click on the Update icon  at the bottom of the screen to save your modifications. A window will appear to confirm the modification. Click OK to confirm.