Configuration options

Configure page options

None

Policy options

Option	Description
Passports	Checkbox. If checked, the Passports process is active and can be enabled for WX users. The Passports process includes view and edit options for passports, and view only for visa details. If checked and a Passports process is set up, the Passports process is displayed with the levels of access defined by Passports Manager Access and Passports Team Member Access.
Passports Manager Access	Picklist. The level of access granted to managers through WX for their team members' passport details. Select the picklist and choose from: None Managers have no access to passport details for their team members. Read Managers can view but not edit passport details for their team members. Edit Managers can view and edit but not delete passport details for their team members. Edit and Delete Managers can view, edit, and delete passport details for their team members.
Passports Team Member Access	Picklist. The level of access granted to team members through WX for their own passport details. Select the picklist and choose from: None Team members have no access to their own passport details. Read Team members can view but not edit their own passport details. Edit Team members can view and edit but not delete their own passport details. Edit and Delete Team members can view, edit, and delete their own passport details.

Field sets

Passport object
Field Set	Purpose
Passport Details	Fields displayed to the Team Member in the WX Passport Information view. These fields can be edited by the Team member.
Passport Tile	Fields displayed on the WX Passport Information Tile.

 

Visa object
Field Set	Purpose
Visa Details	Fields displayed to the Team Member at the bottom of the WX Passport Information view when visas are associated with a passport. These fields cannot be edited by the Team Member.

Picklists

To edit these default picklist values:

1. Go to Setup and select the Object Manager tab.

2. Select object, select the picklist field, go to the Values related list.

Passport object

Country field

Afghanistan to Zimbabwe

Visa object

Country field

Afghanistan to Zimbabwe

Status field

• Issued

• Cancelled

• Applied

• Rejected

Type field

• Full

• Limited

• Temporary

Object fields

To rename these custom fields:

1. Go to Setup and in Quick Find enter Override.

2. On the Override page select the:

   • Package hosting the object

   • Language

   • Setup Component = Custom Field

   • Object

   • Aspect = Field Label

3. Enter new values in the Field Label Override column

Passport object (HCM)
Default Field Label	Field Type
Country	Picklist
Expiry Date	Date
First Name	Text (80)
Full Name	Formula (Text)
Issue Date	Date
Middle Name	Text (80)
Place of Issue	Text (128)
Surname	Text (80)
Team Member	Master-Detail (Team Member)

 

Visa object (HCM)
Default Field Label	Field Type
Country	Picklist
Expiry Date	Date
Issue Date	Date
Passport	Lookup (Passport)
Status	Picklist
Team Member	Master-Detail (Team Member)
Type	Picklist
Visa Number	Text (255)

Record types

None

Actions

None

Action events

Passport

Event	When sent
Change	When a Passport record is edited and saved by the team member.
Expiry Date	When a Passport record reaches a given offset from the Expiry date. Specify the offset* as a number of days or months from the Expiry Date when defining the action event. Offsets can be positive (after the date), negative (before the date), or zero (on the date).
New	When a Passport record is created by the team member.
* Action Events can use these dates to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date).

Visa

Event	When sent
Expiry Date	When a Visa record reaches a given offset from the Expiry date. Specify the offset as a number of days or months from the Expiry Date when defining the Action Event. Offsets can be positive (after the date), negative (before the date), or zero (on the date).