Overview Section

System Administration > System > Identity > Person > Document Layout > Overview Tab

Overview Section

The first section in the Overview tab is the Overview section.

Overview section definition

Title	Description
Entity Id	Display only. The unique ID number identifying this person in your database. An individual may have multiple principal IDs but only one entity ID. The base KFS implementation assumes that each user will have only one entity ID and one principal ID. The system completes this entry automatically when you save or submit the document.
Principal ID	Display only. The unique ID number identifying this principal. Whereas Entity ID represents a unique person, principal represents a set of login information for that person. When selecting a person, you ordinarily reference his or her principal ID. The system completes this entry automatically when you save or submit the document.
Principal Name	Required. Enter the user name by which this principal is to be identified.
Tax Identification Number	Required. Enter the Individual Tax Identification Number (ITIN) for this principal ID.
Principal Password	Optional. Enter the password for this principal ID.
Active	Check the box to indicate that this principal ID is active. Uncheck the box to indicate that this principal ID is inactive.
Actions	Click the 'Add' button to add the information.

Use the Affiliations section of the Overview tab to add affiliations for this principal ID. Depending on the affiliation type added, you may need to complete additional fields.

Affiliations section definition

Title	Description
Affiliation Type	Optional. Select the type of affiliation from the list. Options include: Affiliate: An affiliation for users in your system that are neither employees nor students. Faculty: A faculty employee. Staff: A non-faculty employee. Student: A non-employee identified as a student of your institution. Affiliation types of Faculty and Staff require additional information (see below).
Campus Code	Required. Select the campus code associated with this affiliation.
Default	Check the box to indicate that this affiliation is this principal's default association with your institution. Each principal must have at least one default affiliation.
Actions	Click the Add button to add the affiliation.

If you have selected an Affiliation of 'Faculty' or 'Staff,' the system displays additional fields to collect employment information.

Employment Information fields definition

Title	Description
Employment ID	Optional. Enter the Employment ID number associated with this faculty or staff affiliation. Ordinarily this entry is the ID number identifying this principal in your HR system.
Primary	Check the box to indicate that this faculty or staff affiliation represents the principal's primary job with your institution. Each principal with a faculty or staff affiliation must have exactly one affiliation marked as 'primary.
Employee Status	Required. Select a value to identify the current status of this faculty or staff affiliation. Options include: Active Deceased On Non-Pay Leave Status Not Yet Processed Processing Retired Terminated
Employee Type	Required. Select a value to indicate the type of employment for this affiliation. Options include: Non-Professional Other Professional
Base Salary Amount	Required. Enter the base salary yearly amount earned for this faculty or staff affiliation.
Primary Department Code	Optional. Enter the code for the department associated with this faculty or staff affiliation. The KFS-SYS User role parses this field to determine the default chart and organization for a user if it is formatted as 'Chart-Organization Code' such as BL-PSY or BA-PARK.
Add	Click the Add button to add this row of employment information.