Personal contacts (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Human resources > Common > Workers > Workers. Select a worker and click Personal information, and then click Personal contacts.
Use this form to create personal contacts and to designate them as emergency contacts, beneficiaries, or dependents.
Note
Only users in the roles that are selected in the Private location security area of the Global address book parameters form have access to view information about workers’ personal contacts. For more information, see Global address book parameters (form).
Tasks that use this form
Maintain information for dependents and beneficiaries
Enroll and remove benefits for workers
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
General |
Designate the contact as an emergency contact, a beneficiary, or a dependent. |
Address |
Add address information for the selected personal contact. |
Contact information |
Add telephone, email addresses, URLs, or Telex or Fax numbers to the personal contact. |
Buttons
Upper pane
Button |
Description |
---|---|
New |
Create a new dependent or beneficiary. |
Delete |
Delete the selected dependent or beneficiary. |
Change name |
Modify the name of the personal contact. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Identification |
Add identification information for the contact. For example, driver’s license, passport, or tax ID. |
Lower pane
Button |
Description |
---|---|
Add |
Add new address or contact information for this personal contact. |
Edit |
Modify the selected address or contact information. |
Map |
View the selected address on a map. |
More options |
Select the action to perform for an address record. In Microsoft Dynamics AX 2012 R2, select from the following options:
In Microsoft Dynamics AX 2012, select from the following options:
|
More options |
Select the action to perform for a contact information record. In Microsoft Dynamics AX 2012 R2, select from the following options:
In Microsoft Dynamics AX 2012, select from the following options:
|
Fields
Field |
Description |
---|---|
Name |
The name of the personal contact or organization. |
Relationship |
Select the relationship of the personal contact to the worker. |
Emergency contact |
Select this check box to assign the contact as an emergency contact. |
Primary/secondary |
Select the emergency contact as a primary or secondary contact. Note This control is only available if the Emergency contact check box is selected. |
Beneficiary |
Select this check box to allow this person or entity to be enrolled in a benefit as a beneficiary. |
Dependent |
Select this check box to allow this person to be enrolled in a benefit as a dependent. |
Gender |
Select the gender of the dependent. Note This control is only available if the Dependent check box is selected. |
Birth date |
Enter the birth date of the dependent. Note This control is only available if the Dependent check box is selected. |
Full-time student |
Select this check box if the dependent is a full-time student. Note This control is only available if the Dependent check box is selected. |
Person with disabilities |
Select this check box if the dependent is a person with disabilities. Note This control is only available if the Dependent check box is selected. |
Verification date |
Enter the verification date supplied by the IRS for the disability. Note This control is only available if the Person with disabilities check box is selected. |
Court ordered support (QMSCO/QDRO) |
Select this check box if a court order requires that the worker cover the health care of the dependent. Note This control is only available if the Dependent check box is selected. |
Expiration date |
Enter the date that the court order ends. Note This control is only available if the Court ordered support (QMSCO/QDRO) check box is selected. |
Domestic partnership |
Select this check box if the dependent has a registered domestic partnership. |
Name or description |
The description of the address or contact information type. |
Address |
The location of the contact, as written or printed on mail for delivery. |
Purpose |
The purpose that was assigned to the address when it was created, such as “Home” or “Business.” One address can have more than one purpose. For example, the third-party shipping and invoice address can be the same. |
Primary |
This check box is selected if the selected address is the primary address that correspondence should be sent to for this contact. |
Private |
Select this check box to prevent the address from being visible in other modules. |
Type |
The type of contact information displayed. For example, Phone or URL. |
Contact number/address |
The telephone number or address of the contact. |
Extension |
The contact extension, if applicable. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).