Configuration options

Configure page options

None

Policy options

Option	Description
Personal Details	Checkbox. If checked, the Personal Details process is active and can be enabled for WX users. Personal details include home address, contact details, and birth date. To enable Team Member editing for their own Personal Details, check Modify Personal Details as well.
Modify Personal Details	Checkbox. If checked, and Personal Details is also checked, the Team Member can edit their Personal Details.If unchecked, and Personal Details is checked, the Team Member can view but not edit their Personal Details.
Manager View Personal Details	Checkbox.If checked, the Team Member's manager is able to view the Team Member's personal details.If unchecked, Personal Details for direct reports, and the links to managers, colleagues, and direct reports in the left navigation panel on the Team Member's Personal Profile page are hidden.
Gate Primary Team Member Fields	Checkbox. If checked, fields included in the WX Personal Details Gated field set are used as gated fields for team members in this policy. That is, team members can enter information and save these fields once, but cannot subsequently change these values in the Personal Details process.

 

Field sets

Team Member object
Field Set	Purpose
WX Personal Details Action Event Trigger	Fields from the Team Member: Personal Details field set used to trigger an Action Event if they are changed by the Team Member. The Action Event template must be based on the Team Member object.
WX Personal Details Edit	Fields displayed in the WX Personal Details Edit Detail View.
WX Personal Details Gated	Additional fields displayed in the WX Personal Details Edit Detail View. These fields can be entered once, if blank, by the team member. Once entered, the fields are viewable but cannot be edited. Gated fields appear at the bottom of the Edit page. If a field is included in this field set, do not also include it in the WX Personal Details Edit field set, otherwise it will appear twice. Gating is controlled by policy option Gate Primary Team Member Fields. Fields that can be edited: Gated fields:
WX Personal Details Tile	Not used.
WX Personal Details View	Fields displayed as read only in the WX Personal Details Detail View.

Employment Record object
Field Set	Purpose
Personal Details Action Email When Changed	Fields from the Employment Record: Personal Details field set used to trigger an Action Event if they are changed by the Team Member. The Action Event template must be based on the Team Member object. Displayed in WX only if they are also in the Employment Record: Personal Details field set.
WX Personal Details Edit	Fields displayed in the WX Personal Details Edit Detail View, beneath the fields in the Team Member: Personal Details Field Set.
WX Personal Details Gated	Additional fields displayed in WX for the Team Member at the bottom of the Personal Details Edit Detail View. These fields can be entered once, if blank, by the team member. Once entered, the fields are viewable but cannot be edited; they are "gated". Gating is controlled by policy option Gate Primary Team Member Fields. To use gating, check the Policy option, then add the fields you want to gate to the WX Personal Details Gated Field Set.
WX Personal Details Read Only	Fields displayed as read only in the WX Personal Details Detail View.

 

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.

Team member object

Citizenship field

Afghanistan to Zimbabwe

Employment Status field

If you change the default values in the Employment Status picklist, ensure the value for employees who have left your organization does not include all or part of the value used for active employee status.

• Active Employee

• Temporary Staff

• On Leave Paid

• On Leave Unpaid

• Laid Off

• Left

Gender field

• Male

• Female

Grade field

A to G

Marital Status field

• Single

• Married

• Widowed

• Separated

• Civil Partnership

• Cohabiting

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

Team Member object (HCM)
Default Field Label	Field Label Override	Field Type
Age		Formula (Number)
Birth Date		Date
Business		Text (128)
Citizenship		Picklist
Country		Text (128)
Current Birthday		Formula (Date)
Current Competency Assessment		Lookup (Competency Assessment)
Current Employment		Lookup (Employment Record)
Current Job Description		Lookup (Job Description)
Current Performance Review		Lookup (Performance Review)
Current Talent Plan		Lookup (Talent Plan)
Days Since Left		Formula (Number)
Department	HR Department	Lookup (HR Department)
Direct Reports		Number (18,0)
Division		Text (255)
Email		Email
Employment Status		Picklist
Extension		Text (8)
Fax		Text (32)
Federation Id		Long Text Area (512)
First Name		Text (80)
Four-Up Manager		Formula (Text)
Function		Text (128)
Gender		Picklist
Grade		Picklist
Has Left		Formula (Text)
He/She		Formula (Text)
Him/Her		Formula (Text)
Hire Date		Date
Home Address 1		Text (255)
Home Address 2		Text (255)
Home Address 3		Text (255)
Home Address City		Text (128)
Home Address Country		Text (128)
Home Address Region	Home Address State/County	Text (128)
Home Address Zipcode	Home Address Zip/Post Code	Text (16)
Home Email		Email
Home Phone		Phone
Icon		Formula (Text)
IM		URL (255)
Is Manager		Checkbox
Is On Leave		Formula (Text)
Job Effective Date		Date
Job Profile		Lookup (Job Profile)
Job Title		Text (255)
Last Reset Date		Date/Time
Level Down		Formula (Number)
Location		Text (255)
Manager		Lookup (Team Member)
Manager User		Lookup (User)
Marital Status		Picklist
Middle Name		Text (80)
Mobile		Text (32)
Mobility		Text Area (255)
Name Full		Formula (Text)
Name Reserved		Formula (Text)
Next Birthday	Birthday	Formula (Date)
Next Competency Assessment Date		Date
Next Development Needs Date		Date
Next Job Description Date		Date
Next Metrics Review Date		Date
Next Performance Review Date		Date
Next Skills Date		Date
Next Successors Date		Date
Next Talent Plan Date		Date
Personal Mobile		Phone
Personnel Number		Text (64)
Phone		Text (32)
Picture		Text (16)
Picture URL	Picture	Formula (Text)
Policy	Policy Override	Lookup (Policy)
Policy Group		Formula (Text)
Portrait		Formula (Text)
Preferred Name		Text (80)
Receive Actions Digest		Checkbox
Report Line		Formula (Text)
Salesforce Access	HR Portal Access	Checkbox
Social Security Number	SSN/NI Number	Text (32)
Surname		Text (80)
Team		Text (255)
Three-Up Manager		Formula (Text)
Thumbnail		Formula (Text)
tmpPassword		Text (50)
Trigger Competency Assessment		Checkbox
Trigger Performance Review		Checkbox
Two-Up Manager		Formula (Text)
Unique Id		Text (64) (External Id) (Unique Case Insensitive)
User		Lookup (User)
User Profile		Text (80)
Username		Text (80)
Vacation Allowance Per Year		Formula (Number)
Years Employment		Formula (Number)

Record types

None

Actions

None