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Administrator Guide
Last Updated: 2023-06-23
Example: Create a New Section with Configurable Fields for Personal Information

Example: Create a New Section with Configurable Fields for Personal Information

This example illustrates how to use configurable personal information sections and fields to create a new personal information section that enables you to collect specific information to support your changing business needs and local compliance regulations. This example creates a section for Caregiver Status.
Many workers in your company are also caregivers. You want to set up a Caregiver Status section to collect caregiver information from employees when they edit their personal information.
  1. Enable the
    Set Up: Contact Info, IDs, and Personal Data
     domain in the Contact Information functional area and configure security policies.
    See: Steps: Enable Functional Areas and Security Policies.
  2. Access the
    Configure Personal Information Sections
    report.
    1. From the
      Section
       prompt, select
      Country Specific Sections > Country Specific Section 1
      .
    2. From the
      Country/Country Region
      prompt, select
      United States of America
      .
    3. In the
      Country Specific Section 1 - Field 1
       section, add rows with these values:
      • Yes
      • No
      • Decline to answer
    4. Click
      Next
      .
    5. In the
      Country Specific Section 1 - Field 2
       section, add rows with these values:
      • Child caregiver
      • Adult caregiver
    6. Select the
      Restricted to Country Specific Section 1 - Field 1
      check box and select
      Yes
       from the drop-down.
    7. Click
      Next
      .
    8. In the
      Country Specific Section 1 - Field 3
       section, add rows with these values:
      • Infant caregiver
      • Special needs child
    9. Select the
      Restricted to Country Specific Section 1 - Field 2
      check box and select
      Child caregiver
      from the drop-down.
    10. Click
      OK
      .
  3. Access the
    Maintain Custom Labels
    task.
    Override the country specific sections and fields that you've configured:
    1. Select
      Personal Information: Configurable Fields
      from the
      Term Context
       prompt.
    2. Enter these values:
      Populate Value
      Override Value
      Country specific section 1
      Caregiver Status
      Country specific section 1 - field 1
      Do you identify as a caregiver?
      Country specific section 1 - field 2
      Caregiver details
      Country specific section 1 - field 3
      Additional caregiver details
    3. Click
      OK
       and
      Done
      .
  4. Access the
    Maintain Localization Settings
     task.
    Define the caregiver status fields that you've configured.
    1. Select
      Personal Information: Configurable Fields
      from the
      Area
       prompt.
    2. For each localized field that you configured, select
      United States of America
      in the
      Allow for Countries or Regions
      field.
    3. Click
      OK
       and
      Done
      .
  5. Access the
    Edit Tenant Setup - Global
    task.
    1. In the
      Allow Multiple Values for Configurable Personal Information Fields
      section, select the
      Enabled for Multiple Values
      check box for these fields:
      • Caregiver status
      • Additional caregiver details
  6. Click
    OK
     and
    Done
    .
When an employee in the United States edits their personal information, they can access the Caregiver Status section. As they answer the questions, they can view the dependencies that you set up to restrict the values that an employee can select.
  • When the employee answers Yes to the
    Do You Identify As A Caregiver?
    question, we display the
    Caregiver Details 
    field.
  • When they select
    Child Caregiver
    , we display the
    Additional Caregiver Details
    field.
  • When they select
    Adult Caregiver
    , we don't display the
    Additional Caregiver Details
     field.
When the employee submits their changes, they can view the values on their personal information page.