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To access this master data, go to HR & Payroll > Master Data > Individuals. 

The Individuals master records are used to store personal information about employees and other natural persons (individuals) the company deals with. The master records can be arranged in a hierarchical structure by using folders. 

Initially, there are no individuals in the system, and there are no folders holding the records. 

Before you can start creating master records for individuals, you may need to create master records of the following types: Document Types of Individuals. However, you can create the necessary master records on the fly when creating the records for individuals. 


The Individuals list 

To edit a record for specific individual, double-click the line with this person's name. 

Toolbar buttons

To add an individual, click the Create button on the toolbar; for details, refer to Adding an Individual. 

As the list is populated, you can change its display settings. Click More actions on the toolbar and select Configure list. For more information on the list settings, see Work with the item list. 

To control whether all the required documents of individuals were provided, click the Document Control button. This opens the list of employees with their personal documents. 

Creating a Group 

The hierarchy structure can be built by using the Create Group button on the toolbar. Once you click the button, the Individuals (create folder) form appears. 


The "Individuals (create folder)" form 

To create a group, enter its description. If the created group is a subgroup of another group, specify the parent group in the Folder field. You can populate the group when adding new individuals or by moving the existing records from existing folders by drag and drop. 

Click Save to save the group. Click Save and close to save the group and close the dialog box. 





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