PeopleSoft: Human Resources Rel 9

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Course Overview

This course is targeted for implementation team members and is designed to provide a solid foundation for implementing PeopleSoft Human Resources for an organization. This course focuses on the flexibility that PeopleSoft HRMS has to offer, and provides clients with a solid foundation on which to base their implementation decisions.

This course covers information required to implement the HRMS system. Through examples and activities, participants learn about and set up the core human resource system foundation tables. After setting up these tables, students will learn about data permission security, add workers into the system, manually and through the creation of template-based hires, and maintain employment history for their workers.

Learn to:

• Identify and setup the core human resource implementation tables
• Add people in the PeopleSoft system
• Create and hire workers through templates
• Manage people and work human resources data
• Define data permission security

Audience

• Application Developers
• Business Analysts
• Business Intelligence Developer
• Functional Implementer
• Project Manager

Skills Gained

• Describe PeopleSoft Enterprise Human Resources
• Set up core human resource foundation tables
• Define and administer data permission security through department security trees
• Add people in the PeopleSoft system
• Maintain person and work information

Prerequisites

• Basic understanding of PeopleSoft navigation

Course Outline

Defining the Human Resources Business Process

• Describing PeopleSoft Enterprise HRMS Products and HR Business Processes
• Identifying the Core Human Resource Setup Tables and Table Setup Sequence
• Describing Effective Dating and Action Types

Setting Up Core Foundation Tables Related to Installation Settings and Companies

• Defining the Installation Table
• Setting Up the Company Table
• Defining Postal Code Information for Switzerland, Japan, and the Netherlands

Setting Up Core Foundation Tables Related to Business Units and TableSet Sharing

• Defining SetIDs, Business Units, and TableSet Sharing
• Establish User and Business Unit Defaults

Setting Up Core Foundation Tables Related to Establishments, Locations, and Departments

• Setting Up the Establishment Table
• Setting Up the Location Table
• Setting Up the Department Table

Setting Up Core Foundation Tables Related to Compensation

• Setting Up Compensation Rate Code Data
• Setting Up the Salary Plan Tables

(JPN) Setting Up Core Foundation Tables Related to Japanese Compensation

• Setting Up Compensation Rate Code Data
• Defining Japanese Education Level Tables
• Determining Compensation Rate Code Defaults
• Defining Worker Compensation
• Setting Up the Salary Plan Tables
• Defining Grade Advance Tables

Setting Up Core Foundation Tables Related to Jobs and Pay Groups

• Setting Up the Job Code Table
• Defining the Supervisor Level Table
• Setting Up the Pay Group Tables

Administering Data Permission Security

• Defining the Methods of Granting Data Permission Access
• Administering Tree-Based Security
• Refreshing Security Join Tables

Adding People in the PeopleSoft System

• Explaining Organizational Relationships
• Adding a Person in the PeopleSoft System
• Adding a Job Instance for a Person
• Defining Job Instances, Relationships, and Employment Record Numbers
• (JPN) Reviewing Additional Appointment Information for Japan
• (JPN) Managing Intercompany Transfers for Japan

Adding Workers Through Template-Based Hires (SmartHire)

• Defining the SmartHire Process
• Setting Up Hire Templates
• Adding Workers Using a Hire Template
• Managing the Status of a Template-Based Hire

Maintaining Person and Job Data

• Maintaining Historical Information for Your Workforce
• Managing Personal Data and Job Data
• Creating Action Reason Codes
• (JPN) Setting Up Salary Increase Information for Japanese Workers
• Entering Termination and Last Date Worked Information
• Viewing Job Summary Information

(JPN) Managing Japanese Organization Change and Worker Transfers

• Defining Organizational Change and Worker Transfers
• Creating an Organization Plan
• Determining Headcount by Department
• Transferring Entry by Department
• Updating Transfer Data Maintenance Content
• Defining Tamatsuki
• Inserting Transfers into Job Data
• Cleaning Up Temporary Transfer Data

PeopleSoft: Human Resources Rel 9 / D46229GC20