Purpose
The Relationships screen enables you to maintain information about associations between employees and other entities. Using this screen, you maintain the relation_rec.
Access
Access the Relationships screen by selecting Demographics from the menu bar, and then selecting Relationships. You can also access this screen from the Employee Information screen.
Contents
The Relationships screen contains the following regions:
ID Region Relationship Relationship List
ID Region - Relationships Screen
The ID Information region identifies the key information about an employee so you can ensure you are using the records for the correct individual. The information in the ID Information region is unique for every individual on your database. You can perform queries by selectively entering data in the fields in this region, or by using the ID Lookup feature.
The ID Information region contains the following elements:
ID# - The system-generated number associated with the employee. The system assigns an ID number to every individual or organization on the database.
Name - The name of the employee, in the format Last, First Middle (e.g., Smith, Mary Jo). You can enter an unlimited number of middle names.
SS# - The social security number of the employee. You must insert the dashes (-) in the number where needed.
ID Lookup Button - A command button that displays the ID Lookup screen.
See also:
Relationship Relationship List
Working with Relationships Working with Relationships
CX’s approach to relationships is to designate the “left and “right side of a relationship as “primary and “secondary. “Left and “right simply refer to the way we read. For example, in the relationship of “Aunt/Nephew, the Aunt is the primary component of the relationship, and her name is listed first as you read from left to right. If, on the other hand, you create a relationship of
“Nephew/Aunt, the Nephew holds the primary position in the relationship.
For the purposes of Human Resources, radio option buttons appear in the Relationship List region on the Relationship screen. They designate whether you are showing first or second relationships as follows:
• If the First Relationship option button is selected, relationships in which the employee occupies the “left or primary side of the relationship display. In this case, the label under the relationship code description in the Relationship region says
“Employee/Relation, a visual reminder that the employee is the First Relation.
• If the Second Relationship option button is selected, relationships in which the employee occupies the “right or secondary side of the relationship display. In this case, the label under the relationship code description in the Relationship region says
“Relation/Employee, a visual reminder that the employee is the Second Relation.
Relationship - Relationships Screen
The Relationship region enables you to view or enter information about a particular relationship for the selected employee. You can add or update information about the employee’s relationships with other individuals or entities in this region, regardless of whether the other entities have IDs on your CX database. This region becomes active when you click Add or Update on the toolbar.
The Relationship region contains the following fields:
ID - The ID of the individual or entity with whom the employee has a relationship. You can query to locate the ID by clicking the Lookup button next to the field; however, the related entity might not have an ID on your database.
Name - The name of the individual or entity. Note that you can enter a name into this field if no ID has been selected; once an ID populates the ID field, you cannot type into the Name field.
Relationship Code (description) - The code and description of the nature of the relationship that exists between the employee and the entity. These codes are defined in the Relationship table. Click on the arrow next to the field to view and select from a list of valid values.
Begin Date - The date (mm/dd/yyyy) on which the relationship began. For example, for the HW (Husband/Wife) relationship, a wedding date signifies the Begin Date.
End Date - The date (mm/dd/yyyy) on which the relationship ended. This field is blank for ongoing relationships.
Join Primary - A checkbox that, if checked, causes the name of the primary person in the relationship to be printed first in joint correspondence.
Maintain - A checkbox that, if checked, causes the system to update the address of the entity whenever the address of the employee changes.
A display field immediately under the relationship description designates the nature of the relationship: either employee/relation or relation/employee. For more information, see Working with Relationships.
See also:
ID Region Relationship List
Relationship List - Relationships Screen
The Relationship List grid enables you to view and select information about a particular
relationship. When the grid appears, you can select a row of the grid and cause the information from the grid to fill the Relationship region in the top part of the screen.
Note: The grid is for selection and viewing purposes only. To change or add information, you must use the Relationship Region that occupies the top portion of the screen.
The Relationship List grid contains the following columns:
ID - The ID of the individual or entity with whom the employee has a relationship.
Name - The name of the individual or entity.
Rel. Code - The code defining the nature of the relationship that exists between the employee and the entity.
Begin Date - The date (mm/dd/yyyy) on which the relationship began.
End Date - The date (mm/dd/yyyy) on which the relationship ended.
Join Primary - A value that, if Y, causes the name of the primary person in the relationship to be printed first in joint correspondence.
Maintain Address - A value that, if Y, causes the system to update the address of the entity whenever the address of the employee changes.
See also:
ID Region Relationship