Day 1 PeopleSoft Overview - Functional

PeopleSoft HRMS 9.
1
Core HR
PeopleSoft HRMS 9.1 An Introduction
Agenda
Business Process Overview
Setting Up Core Foundation Tables
Adding People in PeopleSoft System Person !odel
!aintaining Person and "ob #ata
Business Process Overvie
PeopleSoft $%!S Products and $uman %esources
T&is diagram illustrates &ow $uman %esources integrates wit& t&e $%!S
products
T&e core PeopleSoft $uman %esources tables t&at we establis& serve as t&e
foundation for all PeopleSoft $%!S application
$uman %esource Business Process Categories and Capabilities
T&is diagram s&ows t&e navigational categories we use to manage 'ob
functions
Types of PeopleSoft Tables
T&e PeopleSoft $uman %esources application stores information in various
types of tables( T&ese tables eac& serve different purposes( T&ey all function
as foundation tables for storing an organi)ation*s &uman resources data
T&ese table types include+
Translate table
Processing and defaulting tables
Control tables
Transaction tables
%ole of t&e Translate Table
T&e Translate table functions as an all,purpose data dictionary- and comes
wit& a wide range of information already defined( .alues can be added or
inactivated as necessary- but s&ould not be modified or deleted
As a general rule- translate values s&are t&ese c&aracteristics+
T&e codes allocated to t&ese values are between one and four c&aracters long
T&ey are trac/ed by long and s&ort descriptions of t&ese values
T&ey do not need to be updated often
T&ey are effective,dated
0o ot&er fields s&ould be related to t&is field
%ole of t&e Translate Table
PeopleSoft delivers a wide range of translate values( T&ese values are
typically maintained in t&e Application #esigner- but power users wit&
security access can add additional translate values to an application online
0avigation + PeopleTools- Utilities- Administration-Translate .alues
Processing %ules and #efaulting Tables for $uman %esources
T&e following components allow to update tables t&at are related to
processing and defaulting t&at are important to t&e PeopleSoft $uman
%esources implementation process+
1nstallation Table
Org #efaults by Permission 2ist
Business Unit Options #efaults
TableSet Control
Components Used to Set Up 1mplementation- Processing %ules- and
#efaulting Tables
Core $uman %esources Control Tables
T&e following components represent control tables t&at serve as t&e core
foundation tables for organi)ation3s &uman resource systems
Co!pan" , Set Up $%!S- Foundation Tables-Organi)ation- Company
#a$leSet Ids , PeopleTools- Utilities- Administration-TableSet 1ds
Business %nit , Set Up $%!S- Foundation Tables-Organi)ation- Business Unit
&sta$lis'!ent 4not used by all5 , Set Up $%!S- Foundation
Tables-Organi)ation- 6stablis&ment
(ocation , Set Up $%!S- Foundation Tables-Organi)ation- 2ocation
)epart!ents , Set Up $%!S- Foundation Tables-Organi)ation- #epartments
Co!p Rate Code #a$le , Set Up $%!S- Foundation Tables-Compensation
%ules- Comp %ate Code Table
Core $uman %esources Control Tables
T&e following components represent control tables t&at serve as t&e core
foundation tables for organi)ation3s &uman resource systems 4continued5
Salar" Plan and Salar" *rades +Optional, , Set Up $%!S- Product
%elated-Compensation- Base Compensation- Salary Plan
-o$ Code #a$le , Set Up $%!S- Foundation Tables- "ob Attributes- "ob Code
Table
Pa" *roup #a$le , Set Up $%!S- Product %elated- Payroll for 0ort& American-
Payroll Processing Controls- Pay 7roup Table
Transaction Tables
8&en a person is added or 'ob data is maintained in t&e system- various
tables t&roug&out t&e system are getting written
2isted below are some of t&e transaction tables used to store and administer
person information w&en Add a Person- !odify a Person- or "ob #ata
related components are used+
Person
Person 0ational 1ds
0ames
"ob
Addresses
Person Org Assignments
6ffective #ated Personal #ata
Table Setup Consideration
8&en wor/ing wit& PeopleSoft system tables- t&ere are setup considerations
t&at you need to ma/e+
Se.uence of ta$le setup ,
PeopleSoft is a table,driven system- so we must set up t&e tables t&at 9drive:
t&e system before we can perform any wor/er level activities
Foundation tables serve as t&e structure for our PeopleSoft system( Focus
on important foundation tables t&at must be set up to implement PeopleSoft
$%
T&e se;uence of table setup is based on data dependencies(
6<ample+ =ou may enter a value for Company on t&e #epartment table(
1n order for t&at to occur- t&e Company needs to be set up first(
$uman %esources Foundation Table Setup Se;uence
T&is diagram represents t&e core &uman resources foundation table setup
se;uence
$uman %esources Foundation Table Setup Se;uence
T&e Set1#- Business Unit- and TableSet Control tables can be establis&ed
before or after setting up t&e Company and 1nstallation tables
8&ite Bo<es represent + Processing and defaulting rules table
#ar/ Blue Bo<es represent + Standard Control Table
2ig&t Blue represent + Control table t&at may not be re;uired by all countries
All t&e tables wit& asteris/s 4>>5 need to &ave t&e set1# establis&ed before
creating values contained wit&in t&e table
T&e #epartment table enables customers to associate a company and
location to eac& department( 4T&erefore- it is logical for t&e company and
location to be establis&ed in t&e system first5
Table Setup Consideration
8&en wor/ing wit& PeopleSoft system tables- t&ere are setup considerations
t&at you need to ma/e+
#efault values , Before setting up system default values- we need to consider
w&et&er t&ey will be of use to our organi)ation
For e<ample- if an organi)ation typically uses one pay group for its wor/ers-
it would be useful to set up a system default on t&e Company table to
automatically default t&e pay group at t&e 'ob level
6ffective dates , PeopleSoft contains effective,dated logic t&at enables us to
maintain a c&ronological &istory for our person and organi)ation data
Actions , T&e action t&at we select 4Add- Update#isplay- 1nclude $istory- or
Correct $istory5 will depend on t&e type of activity t&at we want to perform
#efaulting Options Consideration
Consider t&e following w&en determining default values in t&e system+
A default is a predefined value t&at t&e system inserts into a field on a particular
page or table for you- generally based on ot&er information t&at a user &as
entered
Before setting up your system default values- you need to consider w&et&er t&ey
will be of use to your organi)ation
Usually an ?@ percent rule is &elpful in determining if it is wort& setting up a
system default
6<ample + 1f an organi)ation typically uses one pay group for its wor/ers- it would
be useful to set up a system default on t&e Company table to automatically
default t&e pay group at t&e 'ob level(On t&e ot&er &and- if your organi)ation
typically uses two or t&ree different pay groups e;ually- it may not be of use to set
up your system default to one specific pay group
T&ree 6ffective #ate Types
T&e system categori)es effective,dated rows into t&ree basic types+
Future
Current
$istory
6ffective dates enable you to /eep &istory- current- and future information in
tables( 8&en you update e<isting information- you do not want to lose or
overwrite t&e data already stored in t&e database(
To retain &istorical data- you can insert a new data row identified by t&e date
w&en t&e information goes into effect+ an effective date(
An effective date is a /ey field in a table - but it is not typically a searc& /ey
Four Action Types
T&e action t&at you select tells PeopleSoft t&e type of activity you want to
perform on t&e database
T&e following four action types are available+
Add , 8it& Add- you can add a new row of information to t&e database wit& a new
&ig&,level- primary /ey( 1f you t&in/ of it in terms of a file cabinet- you are adding a
new file folder to t&e filing cabinet(
%pdate/)ispla" ,
8it& Update#isplay- you can view only current and future rows,you cannot
access &istory(
=ou can insert new rows wit& an effective date greater t&an or e;ual to t&e
date on t&e current row(
=ou can correct only e<isting future,dated rows( T&is is t&e default action
w&en enteringa page
Four Action Types 4Continued5
T&e following four action types are available+ 4continued5
Include Histor" ,
8it& 1nclude $istory- you can view all data(
But- as wit& Update#isplay- you can correct only e<isting future,dated rows(
And you can insert new rows wit& an effective date greater t&an or e;ual to
t&e current row
Correct Histor" ,
8it& Correct $istory- you can view- c&ange- and insert rows of data
regardless of t&e effective date(
Because t&is option is so powerful- be careful w&om you allow access to
using itAyou do not want to lose valuable information by &aving people
overwrite or c&ange &istorical data
Four Action Types 4Continued5
#epending on t&e type of row and action type- you &ave different editing
capabilities
Properties of Foundation Tables
Agenda
Setting %p Core 0oundation #a$les
$uman %esources Foundation Table
8e will discuss t&e foundation table components in t&e first column of t&is
diagram
6ntering Processing and #efaulting %ules on t&e 1nstallation Table
8&en you install PeopleSoft $%!S- you must complete t&e 1nstallation
Table
T&is table is w&ere you+
Specify PeopleSoft $%!S applications to be implemented
Set $%!S options
Set product,specific and country,specific information
Select installed countries
Set system counters
6nter t&ird,party information
6nter alternate,c&aracter information
6ntering Processing and #efaulting %ules on t&e 1nstallation Table
1nstallation Table tells t&e system w&at PeopleCode processing is re;uired-
suc& as &ig&,level default options and system counters
!ost defaults in PeopleSoft $%!S come first from t&e Org #efaults by
Permission 2st component and not t&e 1nstallation Table pages
8&en you ma/e a c&ange wit&in t&e 1nstallation Table- you must sign off all
clients- stop and restart your application server- and t&en sign bac/ on again
to &ave t&e c&ange ta/e effect
Selecting Products on t&e 1nstallation Table
T&e Products page provides general system information- suc& as w&ic&
PeopleSoft $%!S applications you are using as part of your installation
8&en t&e system is delivered- all c&ec/ bo<es are cleared( $owever- during
t&e installation loading process t&e appropriate c&ec/ bo<es s&ould be
selected automatically
For e<ample- no processing occurs be&ind t&e $uman %esources c&ec/
bo<- but if t&e c&ec/ bo< did not get selected during t&e load of t&e $uman
%esources product- it would indicate t&at somet&ing mig&t not &ave loaded
properly
Selecting Products on t&e 1nstallation Table
0avigation + Set Up $%!S- 1nstall- 1nstallation Table
#efining $%!S Options on t&e 1nstallation Table
0avigation + Set Up $%!S- 1nstall- 1nstallation Table
On t&e $%!S Options page- you specify+
$ow to manage your wor/force+ by wor/er- by position- or bot&
PeopleSoft $%!S defaults t&at are related to your organi)ation*s policies
Capabilities of compensation functionality
#efining $%!S Options on t&e 1nstallation Table
Company
Select t&e default company code( T&e system uses t&is default in several tables
in PeopleSoft $uman %esources
For a single,company organi)ation- enter t&e code for t&at companyB for
multicompany environments- determine w&ic& company is most appropriate
Standard $ours
Min Standard Hours 4minimum standard &ours5 and Ma1 Standard Hours
4ma<imum standard &ours5
6nter t&e minimum and ma<imum standard &ours t&at wor/ers are e<pected
to wor/ in t&e standard wor/ period( T&e system enters t&is information as
default values but you can override t&e values on eit&er t&e "ob Code
component 4"OBCCO#6CTB25 or Position #ata component
4POS1T1O0C#ATA5
#efining $%!S Options on t&e 1nstallation Table 4continued5
Standard $ours
)efault Standard Hours
6nter t&e number of &ours in a standard wor/ period at t&e company
T&is is a re;uired field
8&en you define preferences for a primary permission list- t&e standard
&ours appear by default from t&e 1nstallation Table
T&e value t&at you enter also becomes t&e default standard &ours value for
a 'ob in t&e "ob Code Table component and t&e default standard &ours value
in t&e Salary Plan Table component 4SA2A%=CP2A0CTAB265
2or3 Period
Select a standard wor/ period 4t&e time period in w&ic& wor/ers must
complete t&e standard &ours5( .alues are stored on t&e Fre;uency table
Position !anagement Options
0ull
T&e system e<pects t&at you trac/ position data for all people in your
organi)ation and t&at you drive your &uman resource system by position- not
by person
Partial
T&e system uses w&atever position data is available- but doesn3t re;uire t&at
you trac/ your entire organi)ation using position management
4one
=ou drive your system by person( =ou can still assign position numbers to
people- but t&e system doesn3t use position data for 'ob records- suc& as
wor/ p&one or mail drop 1#
Position !anagement Options
Online %pdate Incu!$ent (i!it
T&e system uses t&is number to capture t&e ma<imum number of
incumbents in a position t&at will be updated online
T&e system default is D@- but you can ad'ust t&is amount based on your
organi)ation3s server capabilities
1f t&e number of incumbents for t&e position does not e<ceed t&e limit set
&ere- t&e incumbent data is updated online
8&en saving data in t&e Position #ata component- and t&e number of
incumbents for t&e position e<ceeds t&e limit set &ere- t&e system will
display a message t&at t&e update of incumbent data will be done t&roug& a
batc& process( T&e process is sc&eduled and anot&er message wit& t&e
process instance number of t&e 'ob displaysE
Compensation %ate Codes
)efault Co!pensation 0re.uenc"
Select t&e value to use for reporting salaries( T&is field is re;uired( T&e
system also uses t&is value as t&e default compensation fre;uency in t&e
"ob Code Table
%se Rate Code *roups
Select if your organi)ation bundles rate codes to apply percentages w&en
calculating compensation
%se Salar" Points
Select if your organi)ation uses rate codes t&at &ave t&e rate code type
points
Compensation %ate Codes
Multi5Step *rade
Select if your organi)ation uses a multistepgrade salary plan( T&is causes
t&e system to use t&e Salary Step Components page
4SA2A%=CP2A0CTF7B25 to determine compensation rates
Currency
Multi5Currenc"
Select if you use different types of currency to pay people( T&is option
affects only PeopleSoft 6nterprise Payroll for 0ort& America( PeopleSoft
7lobal Payroll uses a separate multicurrency in t&e payroll system
Currency
Base Currenc"
Select a currency code from t&e values in t&e Currency Code page
4CU%%60C=CC#CTAB265( T&e code you select is t&e default currency t&at
t&e system uses to calculate compa,ratios 4percent t&roug& range
calculations5 and all total amounts on pages and reports for PeopleSoft
$uman %esources- regardless of t&e currency t&at is used for individual line
items
Rate #"pe
1dentify t&e default rate type on w&ic& your currency conversion is based(
T&e system c&ec/s t&e Org #efaults by Permission 2st component for a
default rate type firstB if none is specified- it loo/s at t&is value
6ntering Product Specific Processing on t&e 1nstallation Table
6ntering Product Specific Processing on t&e 1nstallation Table
T&e Product Specific page enables you to+
Activate specific benefit functionality
Specify payroll options and accounting interfaces
1ndicate t&at your organi)ation comprises of more t&an one company( =ou would
also select t&is option to support Pension Administration functionality in t&e
United States
Automatic "ob Termination
Select to automatically terminate any 'ob t&at &as an end date( T&e system
does t&is by creating a termination row for t&e 'ob
Automatic "ob Suspension
Select to activate substantive 'ob suspension for wor/ers wor/ing in
temporary assignments w&ere t&e substantive 'ob re;uires suspension for
t&e duration of t&e assignments(
1dentifying Country Specific Functionality
1dentifying Country Specific Functionality
Use t&e country pages to specify t&e local country functionalities t&at your
organi)ation wants installed and made available to users in PeopleSoft
$uman %esources
1f a local country c&ec/ bo< is selected on t&e 1nstalled $% Countries page-
but organi)ations do not grant country access to t&e users* primary
permission list on t&e SetUp HRMS, Security, Component and Page
Security, Setup Global Security component- users will not see local country
functionality
Setting System Counters
Setting System Counters
T&roug&out PeopleSoft $%!S- several counter fields e<ist- including 6mpl1#
4employee identification5 and Person 1# 4person identification5
Organi)ations can enter numbers manually or let t&e system automatically
assign identification numbers
To &ave t&e system assign t&e counters+
On t&e 2ast 1# Assigned page- indicate t&e number prior to t&e one t&e system
s&ould use to start assigning numbers
#o not enter a number in t&e 1# field w&en adding anew value( T&e system will
assign t&e ne<t se;uential number from t&e appropiate counter field on t&e 2ast
1# assigned page
6ntering T&ird Party and System Parameters
Organi)ation C&art
6nter t&e type of t&ird,party program t&at your organi)ation is using to create
organi)ation c&arts using your $% data
Setting up a Company
0avigation + Set Up $%!S- Foundation Tables- Organi)ation- Company
Setting up a Company
T&e purpose of t&e Company table is to define an organi)ation*s legal
business entities
1f you3re using only PeopleSoft $uman %esources- you enter information only
on t&e Company 2ocation page 4CO!PA0=CTAB26G5 for eac& company
t&at you want to add
8&en setting up your companies- remember t&e following guidelines+
A default pay group can be associated wit& a company on t&e #efault Settings
page(T&e system automatically enters t&is pay group on t&e wor/ers* "ob #ata-
Payroll page w&en you enter t&e company( 1t can be overridden
1f using PeopleSoft 7lobal Payroll- organi)ations must enter additional- payroll
specific company information on t&e Pay 6ntity page if t&e pay entity is t&e same
as t&e company( T&is is done in PeopleSoft 7lobal Payroll
Setting Up a Company
6ntering Company P&one 0umbers and Processing Controls
Use t&e Company H P&ones page to +
Select t&e company3s industry
6nter P&one numbers
Setting Up Company Full Time 6;uivalency %ules
#efining t&e FT6 precision for a company allows fle<ibility in FT6
calculations and improves precision in FT6 and FT6,related calculations
suc& as wor/er compensation
Consider t&e following points w&en setting up full time e;uivalent rules for a
company
Use t&e %ules #efinition page to enter t&e amount of places used after t&e
decimal to calculate FT6 for a company
=ou are allowed to use up to si< decimal places for calculation
1f you enter @ in t&e FT6 #ecimal Precision field- t&e system rounds t&e FT6 to
t&e nearest w&ole number
T&ese rounding rules are effective dated
Activity G + Creating a Company
1mplementation Table #efaults
T&is diagram s&ows t&e implementation default options t&at are available
from t&e 1nstallation and Company Tables+
8e will discuss t&e foundation table components in t&e second column of t&is
diagram +
Setting Up Set1#s- Business Units- and TableSet S&aring Tables
T&is diagram s&ows t&e steps t&at you ta/e prior to setting up control tables
t&at use Set1# as a &ig&,level /ey
Prior to setting up your ot&er $uman %esources control tables- you s&ould
complete t&e following table setup in t&e specified components+
G( Create set1#s in t&e TableSet 1#s component 4S6T1#CTAB265
I( Create your business units in t&e Business Unit component
4$%CBUS106SSCU01T5
=ou can also create set1#s from t&is table if it uses t&e same code as your
business unit
F( Access t&e TableSet Control component 4S6TCC0T%2CTAB26G5 for eac& of
your business units- and map t&e appropriate set1# to eac& record group
J( #efine your business unit defaults in t&e Business Unit Options #efaults
component 4BUSCU01TCOPTC$%5
Business Units- Set1#s- and TableSets
Business Units
8&en deciding &ow to establis& business units wit&in PeopleSoft $%!S-
remember t&at+
0o predetermined definitions of business units are available for PeopleSoft
$uman %esources as t&ey are for department and company( 6ac& customer can
use t&is organi)ational level as t&ey li/e
A business unit does not need to signify a legal entity in PeopleSoft $uman
%esources- as in t&e PeopleSoft Financial productB instead it is a way of trac/ing
and reporting specific business information
Business units are associated wit& a person*s 'ob- position record- or bot&
Business units are anot&er way to associate people 4t&e &uman resources in your
company5 wit& t&e company*s organi)ation for $% purposes
Business Units
8&en deciding &ow to establis& business units wit&in PeopleSoft $%!S-
remember t&at+
Business units offer your organi)ation a fle<ible structuring device t&roug& w&ic&
you can implement $%!S based on &ow your business is organi)ed
=our business units may- for e<ample- be companies- agencies- subsidiaries-
divisions- departments- or branc& offices wit&in your organi)ation( Or- you may
c&oose to &ave a single business unit represent your entire organi)ation( T&is
decision is up to you and your uni;ue business needs
Set1ds and TableSets
T&e system contains various control tables t&at re;uire a set1# as a &ig&,level
/ey( Core $uman %esources foundation tables t&at &ave set1# as t&e &ig& level
/ey include+
2ocation
#epartment
Salary Plan
"ob Code
%ows of data wit&in t&ese tables are grouped according to t&e set1#( T&ese sets
of related rows are w&at we refer to as tablesets
Set1#s are used to distinguis& or differentiate rows of data wit&in a table
8&ile t&ese groups of rows are called tablesets- t&e ability to s&are common
information in t&e system is referred to as tableset s&aring
Set1ds and TableSets
T&is table illustrates &ow departments mig&t be grouped into tablesets on t&e
#epartment table
1n t&e preceding e<ample- two tablesets are listed+ S6T@G and S6T@I
1f you were accessing t&e #epartment table- and you entered S6T@G as your set1#- only t&e
western departments would appear in t&e list of searc& results(
2i/ewise- if you were to enter S6T@I as t&e set1#- only t&e eastern departments would
appear in your list of searc& results
T&e %elations&ip of Business Units and Set1#s
Consider t&e following facts w&en evaluating &ow to assign set1#s to business
units+
Set1#s are assigned to business units
1n t&e control tables- you specify t&e rows of data for a business unit by t&e
use of t&is &ig&,level /ey- set1#
=ou use set1#s to control w&at a business unit can access wit&in a table
Sets of data can be s&ared across multiple business units+ tableset s&aring
%ecord groups are available to ad'ust your business unit and set1# mapping
needs for greater effectiveness
T&e Advantage of Set1#s and TableSet S&aring
8it& t&e use of set1#s- you are able to uni;uely identify rows of data in a
table specific to a business unit
T&ese are t&ings to note about set1#s or tablesets+
Tableset s&aring enables you to group rows of data wit&in a control table by
t&e use of a &ig&,level /ey called a set1#
T&is /ey or multipart /ey uni;uely identifies eac& row in a table
=ou use set1#s to restrict or grant access to data wit&in a table
8&en large portions of your data are t&e same from business unit to
business unit- tableset s&aring enables you to s&are t&e information instead
of entering it multiple times
%ecord 7roups
A record group is a collection of similar records 4tables and views5
A record group can contain a single table or many tables and views
0avigation + PeopleTools- Utilities- Administration- %ecord 7roup
%ecord 7roups H PeopleSoft delivers t&e following &uman resources,related
record groups+
%ecord 7roups
!apping a set1# to a record group for a business unit lin/s t&is same set1# to all
views and tables t&at are contained wit&in a record group
And- by using record groups- you are not limited to one set1# per business unitB
you can ad'ust your business unit and set1# mapping needs for greater
effectiveness
%ecord groups ensure t&at tableset s&aring is applied consistently across all
related tables and views in your system(
6<ample + Analy)ing =our Business Unit 0eeds
T&is e<ample s&ows data needs for Business Unit G 4BU@@G5+
T&is e<ample s&ows data needs for Business Unit I 4BU@@I5+
After you &ave determined data needs for one business unit- you need to analy)e
t&e needs of your ot&er business units( =ou may find t&at some of t&e needs are
different- but some of t&e data can be s&ared- suc& as t&e 'ob codes in t&is
e<ample
1n t&is e<ample- you do not want to create anot&er set of 'ob codes w&en bot&
business units can use t&e same information( $owever- t&e second business unit
does not &ave access to t&e tableset values S6T@G( %ecord groups and t&e
TableSet Control component can resolve t&is problem(
T&is s&ows &ow you would set up t&e TableSet Control component for BU@@G+
T&is s&ows &ow you would set up t&e TableSet Control component for BU@@I+
1f you define set1#s t&at are to be tied to one specific business unit- you may want
to define generic set1#s to be used across numerous business units t&at s&are
identical data(
1n t&is e<ample- because all business units will s&are t&e same 'ob codes- a
common set1# of S$A%6 will be implemented
$ow t&e TableSet Control Table 8or/s
T&e system retrieves only t&e valid values for t&e designated business unit
T&is diagram s&ows t&e process unseen by t&e user t&at t&e system follows w&en
a user searc&es on t&e #epartment field
T&e user will get a list of valid values contained wit&in t&e business unit t&at t&e
wor/er &as been associated wit&
Using t&e #epartment field as an e<ample- you want to get a list of valid values
4departments5( For t&e system to retrieve t&is data- it accesses t&e TableSet
Control table first+
G( 8&en you searc& for valid values in t&e #epartment field- t&e system
as/s- 98it& w&at business unit is t&is person associatedK:
I( T&e Business Unit field displays t&e business unit BU@@G
F( T&e system t&en accesses t&e TableSet Control table for t&e set control
value 4business unit5 BU@@G
Using t&e #epartment field as an e<ample- you want to get a list of valid values
4departments5( For t&e system to retrieve t&is data- it accesses t&e TableSet
Control table first+ 4continued5
J( Since t&e #epartment table is part of record group $%C@G #epartments-
t&e system references t&is line to determine t&e set1#- w&ic& is S6T@G
D( T&e system accesses t&e #epartment table and retrieves all rows wit& a
set1# of S6T@G
L( T&is list of valid values appears in t&e searc& dialog bo< on t&e
#epartment field
Creating Set1#s
6stablis&ing set1#s is t&e first step in setting up your business unit and set1#
foundation tables wit&in t&e system
Use t&e TableSet 1#s component to define your &ig&,level /eys for many of your
control tables
0avigation + PeopleTools- Utilities- Administration- TableSet 1#s
Creating Business Units
Business units enable you to+
#istribute and administer certain control tables suc& as t&e #epartment
table( T&is is especially important for large or multinational companies
0avigation + Set Up $%!S- Foundation Tables- Organi)ation- Business Unit
Setting Up t&e TableSet Control %ecord 7roups
After you establis& bot& your set1#s and your business units- t&e ne<t step is to
determine w&ic& set1# you want t&e system to access for eac& record group for
eac& $% business unit
Use t&e TableSet Control- %ecord 7roup page to specify a set1# for eac& set of
business unit record groups
Consider t&e following
%ecord groups consist of many similar records and views- and not individual
tables
Using record groups saves you t&e step of assigning set1#s to eac& record
or view in t&e system t&at uses set1#s as a &ig&,level /ey- wit&out re;uiring
you to /now all of t&e tables t&at are involved in a particular function
Setting Up t&e TableSet Control %ecord 7roups
0avigation + PeopleTools- Utilities- Administration- TableSet Control
Activity I + #efining Set1#s- Business Units- and TableSet S&aring
1n t&is activity you will
6stablis& set1#s
Create Business Units
Administer TableSet s&aring
6stablis&ing User and Business Unit #efaults
T&is diagram depicts t&e tables t&at are typically affected w&en you &ave
establis&ed defaults in t&e Org #efaults by Permission 2st and Business Unit
Options #efaults components+
User #efaults .ersus Business Unit #efaults
User defaults are associated wit& your user 1# and assist primarily in supplying
information on t&e setup tables
Business,unit defaults are typically related to transactional pages- w&ere you are
defining data- suc& as a budget- for a specific business unit
8&en a table &as a &ig&,level /ey of set1#Aas many of t&e control tables doAor
no business unit or person 1# is on t&e page- default values typically come from
t&e Org #efaults by Permission 2st component
$owever- if a page does not &ave a &ig&,level /ey of set1#- but a business unit or
person 1# is on t&e page- t&ese defaults typically come from t&e Business Unit
Options #efaults component
User #efaults and Primary Permission 2ists
8&en you create a user 1#- you can associate various roles and permissions lists wit&
t&at user
T&ese roles and permission lists grant a user access to pages- components- and
people*s data
Permission 2ist + Create permission lists to assign access to menus- components-
component interfaces- pages- global functionality- data- and so fort&
%ole + Assign permission lists to a role to create access t&at is re;uired for role
specific tas/s
1n addition to assigning roles to eac& user- w&ic& in turn are tied to permission
lists- you will assign four permission lists directly to eac& user
0avigation + PeopleTools- Security- User Profiles- User Profiles
Setting Up User #efaults
To define user defaults- use t&e primary permission list t&at is associated wit& t&e
user 1# on t&e User Profiles- 7eneral page to access t&e Org #efaults by
Permission 2st component
T&e Org #efaults by Permission 2st component enables organi)ations to set up
defaults suc& as+
Business unit
Set1#
Currency
Country
Company
0avigation + Set Up $%!S- Foundation Tables- Organi)ation- Org #efaults by
Permission 2st
Use t&is page to enter default information
Use t&is page to specify payroll system and standard &ours defaults
One of t&e most common places you will see Org #efaults by Permission 2st
being referenced is on searc& dialog and prompt bo<es
Specify uni;ue default set1# and BU information- along wit& default information
for ot&er fields- suc& as Company- Country- Standard $ours- and so fort& for eac&
user 1#
Controls w&ic& default values will be placed automatically into t&e defined fields
t&roug&out PeopleSoft $%!S based upon t&e user 1# used to sign into t&e
system
S&are default values among your organi)ation*s Bus
T&e table &as t&e Primary Permission 2ist 1# as t&e &ig&,level /ey( 1f users &ave
t&e same primary permission list- t&is gives multiple users to t&e same default
values
Setting Up Business Unit #efaults
T&e Business Unit Options #efaults component wor/s li/e t&e 1nstallation Table
1t lets organi)ations set system defaults suc& as company- country- and currency
for a specific set1#
Consider t&e following facts w&en setting up business unit defaults+
T&e set1# is t&e &ig&,level /ey for t&e Business Unit Options #efaults
component
Since t&e set1# is t&e &ig&,level /ey- you can s&are t&ese defaults among
multiple business units and t&ese values will be supplied by default to fields
t&roug&out t&e $uman %esources system
=ou s&ould associate t&e business unit to t&e set1# by using record group
$%C@L 4BU #efaults5 in t&e TableSet Control component
Setting Up Business Unit #efaults
0avigation + Set Up $%!S- Foundation Tables- Organi)ation- Business Unit
Options #efaults
6<plaining t&e Business Unit Options #efaults Component
T&is table is used for validation( At t&e wor/er level- t&e "ob #ata component
re;uires you to define standard &ours( T&e system compares t&e value you
entered in "ob #ata against t&e Standard $ours defined in t&is component for t&e
Business Unit to w&ic& your wor/er is assigned( 1f t&e standard &ours for your
wor/er do not fall wit&in t&e minimum and ma<imum specified for t&eir assigned
business unit- t&esystem prevents you from adding t&e employment record for t&e
wor/er
T&is table is used only on occasions w&en you &ave a BU on a page t&at is not
associated wit& a Set1#( 1t is typically used at a functional 4user5 page level
w&ereas Org #efaults by Permission 2st defaults are at wor/ on t&e
implementation level pages
1dentifying 1mplementation and 8or/er,2evel #efault Options
T&is diagram s&ows t&e implementation,level default options t&at are available
from t&e Business Unit and tableset s&aring,related tables
$uman %esources Foundation Tables
6stablis&ment- 2ocations and #epartments
8e will discuss t&e foundation table in t&e t&ird column of t&is diagram
Setting Up 6stablis&ment 1#s
An establis&ment is not necessarily a single building or locationB it could be an
entire industrial or office comple<- but it is usually a p&ysical place for w&ic&
information is reported as a consolidated unit
T&e 6stablis&ment Table is+
Used to define distinct reporting places of business 4establis&ments5 wit&in
an organi)ation( 1t defines t&eoretical grouping of wor/ers strictly for
reporting purposes
0ot re;uired by all countries( T&e establis&ment may serve different
purposes- depending upon t&e country
0avigation + Set Up $%!S- Foundation Tables- Organi)ation- 6stablis&ment
Alt&oug& an establis&ment is generally used for reporting purposes- it may also
service a different purpose
1n 1ndia-
6ac& establis&ment must be registered under eit&er t&e Factories Act or
S&ops M 6stablis&ment Act( An establis&ment- based on location- can be
registered under multiple Acts suc& as 6mployee State 1nsurance 46S15-
Provident Fund- Profession Ta<es- and 1ncome Ta<es
6ac& act under w&ic& t&e establis&ment is registered re;uires a uni;ue-
separate registration number
T&erefore- a company may &ave one or more establis&ments associated
wit& it- but an establis&ment can only be associated wit& a single company
Setting Up 2ocations
Use t&e 2ocation table to+
1dentify eac& p&ysical location w&ere people wor/
Specify salary plan 4as specified by t&e set1#5 and &oliday,sc&edule
defaulting information for t&e location
From an $% perspective- identifying a p&ysical location is important for
&eadcount purposes- mail delivery- ordering office e;uipment- and sending
out benefit pac/ets
A benefit of t&e 2ocation table is its connection to t&e Salary Plan table( T&e
Salary Plan table is a &ig&,level /ey identifying a group of wor/ers w&o are
paid at t&e same rates and w&o generally wor/ t&e same &ours
Use t&e 2ocation table to+
1f you &ave wor/ers performing t&e same 'ob 4associated wit& t&e same
salary grade5 in different parts of t&e country- t&ey can be paid at different
rates( =ou can set t&em up wit& t&e same salary grade- but pull in different
rates using t&e &ig&,level /ey of Salary Plan
0avigation + Set Up $%!S- Foundation Tables- Organi)ation- 2ocation
0avigation + Set Up $%!S- Foundation Tables- Organi)ation- 2ocation
Activity F + #efining 6stablis&ment and 2ocation Codes
Setting Up t&e #epartments
T&e #epartment table enables organi)ations to define groups of wor/ers
#epartments are+
T&e identifier- wit&in all PeopleSoft Payroll applications- for w&ere to c&arge
wages or cost centers
A means of defining rollup security access to wor/er data
PeopleSoft $uman %esources offers you two ways to access t&e
#epartment table to define and view departments+
By navigating to t&e #epartment component under Set Up $%!S- Foundation
Tables- Organi)ation- #epartments
T&roug& t&e Tree !anager
To build security- you can use departments to create t&e organi)ation*s reporting
&ierarc&y security tree wit&in t&e Tree !anager component
After you set up your &ierarc&y of departments- you set up user security access
and restrictions
#epartment security trees are not t&e only way to define data,permission security(
Customers also &ave t&e ability to define access to people and wor/er data based
on types of information suc& as company- location- and business unit 4access
types5
$owever- department security trees provide a &ierarc&ical structure- wit&out
&aving to define eac& access type values 4t&e individual companies- locations- or
business units5
6<plaining #efaulting
Based on t&e department assignment- you can &ave t&e location code-
company- and manager 4supervisor5 1# or Position supplied as defaults at
t&e wor/er level
Company is t&e only value t&at you cannot override at t&e wor/er 'ob level
1f a department consists of many locations- you may want to leave location
blan/ on t&e #epartment Table( T&en t&e location assignment will be part of
adding an employment instance
0avigation + Set Up $%!S- Foundation Tables- Organi)ation- #epartments
from t&e 2ocation and #epartment,related tables
8e will discuss t&e foundation table components in t&e fourt& column of t&is
diagram+
Components of Pay and Compensation %ate Codes
Using components of pay is a PeopleSoft $uman %esources function t&at
enables you to define single or multiple rates of pay- represented by comp rate
4compensation rate5 codes to identify w&at ma/es up a wor/er*s compensation
pac/age
Associating Comp %ate Codes wit& a 8or/er
Comp rate codes may be attac&ed to t&e wor/er directly or set up as default
values from various &uman resource tables
Associating Comp %ate Codes T&roug&out t&e System
1n addition to directly assigning comp rate codes to a wor/er*s 'ob data record- you
can define ot&er ways to supply compensation to t&e wor/er*s record as a default
=ou can assign comp rate codes or wor/er compensation t&roug& one or a
combination of t&e following ways+
#irectly associating t&e rate code to a wor/er(
Salary steps
"ob codes
A salary plan t&at is associated wit& a 'ob code
%ules,driven defaulting
!atri<,driven rate codes
Setting Up Compensation %ate Codes
Use t&e Comp %ate Code Table page to establis& rate codes- w&ere you can+
Create base pay and non,base pay rates
Categori)e your rate codes by class to simplify searc&ing t&roug&out t&e
system for specific types of rate codes
T&e rate codes may be defined as base rate pay components or non,base
pay components
Base pay components- w&en assigned at t&e 'ob level 4and w&en t&e 'ob
code is assigned to a wor/er w&en you add a 'ob instance5- are supplied by
default to t&e wor/er*s compensation rate in "ob #ata
T&e rate codes- currency- and fre;uency are t&en used to calculate t&e
wor/er*s compensation rate
Setting Up Compensation %ate Codes
0avigation + Set Up $%!S- Foundation Tables- Compensation %ules- Comp %ate
Code Table
Setting Up %ate Code Classes
%ate code classes enable you to limit t&e searc& for rate codes in t&e searc&
pages t&roug&out t&e system
=ou do t&is by associating a rate code class wit& t&e individual compensation rate
codes- essentially creating a file system as you define your compensation rate
codes
0avigation + Setup $%!S- Foundation Tables- Compensation %ules- %ate Code
Classes
Setting Up %ate Code 7roups
Using %ate Code 7roups- you can+
Be specific w&en calculating percentage,based pay components as part of your
wor/er compensation pac/ages
For e<ample- a wor/er3s base compensation pac/age may be made up of t&e
following components+ base pay- cost of living- c&ild,care cost- and commuting
cost
Calculate a bonus amount based only on certain parts of a wor/er3s
compensation pac/age- as opposed to t&e entire pac/age
Bundle base,pay components t&at you want t&e system to use in its calculation-
e<cluding ot&er pay components
0ote + Before you can use groups of rate codes- you must select t&e Use %ate Code
7roups c&ec/ bo< on t&e $%!S Options page of t&e 1nstallation component
Understanding Percentages and %ate Code 7roups
=ou can associate a rate code group wit& a percentage rate code
1f you do t&is- t&e system applies t&at percentage to all t&e rates in t&e rate code
groupB it adds t&e total to a wor/er3s compensation pac/age
1f you decide not to use rate code groups- you can calculate percentage rates
using a wor/er3s entire base,pay compensation pac/age
=ou can associate a rate code group wit& a percentage rate code+
1n a salary step on t&e Salary Step Components page of t&e Salary 7rade
component
8it& a 'ob code on t&e #efault Compensation and 0on,Base Compensation
pages of t&e "ob Code component
At t&e wor/er level on t&e "ob #ata , Compensation page
Setting Up %ate Code 7roup
0avigation + Set Up $%!S- Foundation Tables- Compensation %ules- %ate Code
7roups
%ate Code 7roup Functionality
%ate code groups wor/ in t&e following way+
G( Select t&e Use %ate Code 7roups c&ec/ bo< on t&e 1nstallation Table
I( Associate t&e rate codes wit& a rate code group
F( Assign rate codes to a wor/er
J( Associate a percentage,based rate code wit& t&e wor/er*s compensation
record
D( On t&e same row as t&e percentage,based rate code- enter t&e rate code
group
L( T&e system c&ec/s t&e %ate Code 7roup table for valid rate codes
N( T&e system applies t&e percentage increase against only t&ose rate codes t&at
are in t&e rate code group to determine t&e compensation rate value(
Activity D + Creating Compensation %ate Codes
Create a Flat amount,based rate code
Create a percentage,based rate code
Setting Up Salary Plan Tables
T&is diagram s&ows t&e pages t&at you use to set up salary plans and to define
salary increase guidelines
A salary administration plan defines a &ig&,level distinction for a grouping of
wor/ers t&at points to t&e salary controls t&at are in place for t&em- including
standard &ours- salary increase guidelines- and review rating guidelines
A salary plan- grade- or step is not re;uired w&en saving a 'ob record for a wor/er
Setting Up Salary Plan Tables
0avigation + Set Up $%!S- Product %elated- Compensation- Base
Compensation- Salary Plan
Associating #efault .alues wit& t&e Salary Plan
A salary plan can be lin/ed to a location on t&e 2ocation table( 1f it is lin/ed- a
wor/er*s salary plan will be supplied by default from location &e is assigned to-
rat&er t&an from t&e 'ob code
=ou can also &ave standard &ours supplied by default to t&e wor/er level from t&e
Salary Plan Table page rat&er t&an from t&e "ob Code table if t&e salary plan is
supplied from t&e 2ocation table
T&is enables you to define different standard &ours and wor/ periods for different
groups of wor/ers- based on location
1f you associate a salary grade to a 'ob code- t&e system will also calculate a
compa,ratio- w&ic& is t&e wor/er*s salary as a percentage of t&e midpoint of t&e
salary range 4G(@@Omidpoint5
Setting Up Salary 7rades
8&en setting up t&e salary grades+
=ou usually set up several salary grades wit&in t&e same salary administration
plan
=ou specify t&e minimum- midpoint- and ma<imum rates for eac& grade
To create different ranges for t&e same salary grade- use separate salary
administration plans for eac&
T&e system uses minimum and ma<imum &ourly rates as a range c&ec/ for t&e
&ourly rate t&at is assigned to a wor/er( 8&en entering a wor/er*s compensation-
t&e system warns you if t&e rate is out of range- but it will not stop you from saving
t&e wor/er*s compensation information as you entered it
%ange Spread Calculation + T&e system calculates t&e range spread as follows+
G@@ P 4Annual !a< Q Annual !in5 Annual !in
Setting Up Salary 7rades
Compensation- Salary 7rades
Setting Up Salary 7rade Steps
Use t&e Salary Step Components page to+
1dentify an increment type t&at defines &ow a person will advance to t&e ne<t step
#efine step increments for a grade( =ou can define step increment advancement
by &ours or mont&s
Associate rate codes wit& salary steps wit&in a salary grade( T&is information will
supply compensation data by default w&en your wor/ers move into a specific step
Compensation- Salary 7rades
Setting Up Salary 7rade Steps
6<plaining Salary 7rades and Steps
7rades are an amount range- but steps point to an e<act amount
For e<ample- you add a 'ob record for a person and t&at person starts in step G at
G@(@@ an &our- t&en after t&ree mont&s is moved to step I at G@(D@ per &our- t&en
after one year is moved to step F at GG(GD an &our- and so fort&
Setting Salary 7rade Advance Criteria
Use t&e 7rade Advance Criteria page to specify criteria t&at must be met before
wor/ers are eligible to advance to t&e ne<t &ig&er grade+
1nclude t&e number of reviews and t&eir respective weig&ts and t&e number
of eligibility points t&at are re;uired
4"P05 Specify grade advance criteria to be used in t&e shoukaku candidate
process
T&e system identifies t&ose w&o are eligible to advance to t&e ne<t grade
based on meeting all t&e criteria t&at is defined &ere
$ow 7rade Advancement 8or/s
1f t&e salary administration plan &as a related wage progression rule- t&is page
will not be available
7rade advance criteria includes t&e number of reviews and its respective weig&ts
and t&e number of eligibility points re;uired
T&e system c&ec/s for wor/ers w&o &ave met t&e criteria t&at you specify &ere
and reports t&ose w&o are eligible to advance from t&e grade
6ac& grade &as criteria t&at must be met before wor/ers are eligible to advance
from t&is grade to t&e ne<t &ig&er grade
T&is information is used in con'unction wit& ePerformance
Activity N + Setting Up a Salary Plan and Salary 7rade wit& Steps
from t&e compensation,related foundation tables
8e will discuss t&e foundation table components in t&e fift& column of t&is
diagram
Setting Up t&e "ob Code Pages
1n PeopleSoft $uman %esources- you identify 'obs by t&e use of 'ob codes
T&is enables you to maintain information about 'obs independent of t&e people
performing t&e 'obs
=ou can assign salary grades- standard &ours- and a standard wor/ period to a
'ob regardless of w&o &olds t&e position
=ou can associate 'ob codes wit& evaluation points and mar/et pay data-
establis& salary plan information- and you can define default compensation+
Pages in t&e "ob Code Table Component
#efining a "ob Code Profile
To enter 'ob code data on t&e "ob Code Profile page- you can+
6nter 'ob description details
Associate t&e 'ob code wit&+
"ob Families
"ob Functions
"ob Subfunctions
#efine t&e manager level of t&e 'ob code
6nter default standard &ours- wor/ period- and compensation fre;uency for a 'ob
1dentify w&et&er a 'ob is a regular 4permanent5 or temporary 'ob or is associated
wit& a union
0avigation + Set Up $%!S- Foundation Tables- "ob Attributes- "ob Code Table
To create a 'ob code- you are re;uired to only enter data on t&e "ob Code Profile
page
T&is page &as si< re;uired fields( An asteris/ 4>5 denotes t&e re;uired fields( Of
t&ese fields- only t&e "ob Title must be manually /eyed - t&e five ot&ers fields are
populated by default values
"ob Function Code + Select a code to categori)e t&e 'ob by function- suc& as
administrative- legal- or management
"ob Sub,function + Select t&e code t&at best categori)es t&e 'ob3s subfunction
"ob Family + Select a 'ob family to categori)e a 'ob code into a more general
grouping( For e<ample- you mig&t group a trust analyst and an operations analyst
into a 'ob family called Analyst
#efining 6valuation and !ar/et Pay Criteria
Use t&e ne<t two pages in t&e "ob Code Table component to aid in 'ob analysis
T&e following two pages enable you to ran/ 'ob codes and assess salary data+
6valuation Criteria page
!ar/et Pay !atc& page
&valuation criteria enable you to ran/ 'ob codes using $ay points 4in t&e $ay 'ob
evaluation system5( T&e data on t&is page is optional
Mar3e" Pa" Matc' +
To remain competitive in your compensation- it is useful to trac/ salary
practices for similar 'obs in your area or industry( By /now w&at ot&er
companies pay t&eir staff for a certain 'ob- you are able to ma/e better
decisions on providing compensation to your wor/force
8it& PeopleSoft $uman %esources- you can use t&is salary data to act as a
guide for your awarding competitive compensation to your wor/ers( !ar/et
pay is a range of compensation information- including t&e different elements
of compensation suc& as base- variable- and total compensation- w&ic& may
vary by geograp&y
Mar3e" Pa" Matc' +
On t&e "ob Code- !ar/et Pay !atc& page you can associate a mar/et pay
matri< to a 'ob code( 6nter a matri< in t&e !atri< 0ame field to display t&e
matri<( Clic/ t&e 6dit #ata button to modify t&e matri<( Any 'ob code t&at
uses t&is matri< will be impacted by any c&anges you ma/e &ere
!ar/et pay matrices are establis&ed and maintained under Set Up $%!S-
Product %elated- Compensation- !ar/et Pay( !atrices can be modify from
t&is same location w&ere you can include values suc& as 'ob code-
geograp&ic locations- and ot&er sources important to 'ob compensation
analysis
Setting Up "ob Compensation #efaults
=ou are able to associate default compensation to a 'ob code( T&is can
be accomplis&ed in two ways+
6nter a salary plan- grade- and step on t&e #efault Compensation page
#irectly enter a rate code on t&e #efault Compensation or 0on,Base
Compensation page
Use t&is page to enter and view compensation information
Use t&e 0on,Base Compensation page to set up non,base pay rate codes for
payroll
T&e system does not use non,base pay rate codes as default values on any
$%!S pages( T&e codes are used for payroll processing only(
Activity G@ + Setting Up "ob Codes
Setting Up t&e Pay 7roup Tables
A pay group consists of wor/ers w&o are paid toget&er wit& t&e same pay
c&aracteristics 4pay period- pay date- fre;uency- and so on5
T&e component used to define t&e pay group varies based upon t&e payroll
related application t&at you are using
Setting Up t&e Pay 7roup Tables to Support $uman %esource #ata
8&en you implement PeopleSoft $%!SAparticularly- PeopleSoft Payroll for
0ort& America or PeopleSoft 7lobal PayrollAyou must set up pay groups( For
e<ample- you mig&t create different pay groups for wor/ers wit& different sets of
benefits or earnings
=ou can also create pay groups if you are not using any of t&e PeopleSoft
products- &owever pay group are not re;uired to t&e wor/er level
0avigation +
Setting Up t&e Pay 7roup Tables to Support $uman %esource #ata
T&ere are nine pages in t&e Pay 7roup Table component for bot& Payroll for
0ort& America and Payroll 1nterface( =ou use t&e first t&ree pages to record t&e
minimum amount of data re;uired to set up &uman resources record,/eeping(
T&e remaining pages must be completed if you implement payroll processing
Setting Up t&e Pay 7roups Component in 7lobal Payroll
1f you use 7lobal Payroll- you use t&e 7lobal Payroll Pay 7roups component
47PCP=7%P5
6nter default conditions for t&e pay group level on t&e Pay 7roup 0ame page
0avigation
from t&e foundation tables
Agenda
Adding People in PeopleSoft S"ste!
Organi)ational %elations&ip Types
Organi)ations &ave relations&ips wit& a variety of people for a variety of
reasons
A person can &ave more t&an one organi)ational relations&ip at any one time
or can c&ange relations&ips over time
Organi)ational relations&ips fall into one of t&e following categories+
6mployee , A person w&o is &ired to provide services to t&e organi)ation and &as
a legal employee relations&ip wit& t&e organi)ation
Contingent wor/er , A person w&o provides services to t&e organi)ation and w&o
does not &ave a legal employee relations&ip wit& t&e organi)ation
Person of interest 4PO15 , A person w&o is not an employee or contingent wor/er
but is of interest to t&e organi)ation
Assigning Organi)ational %elations&ips
%egardless of w&et&er we &ire an employee- add a contingent wor/er- or
create a student 1#- we must first enter personal data for t&e person
To simplify t&e process- we do all t&is in a single component- t&e Add a
Person component
Pages Used to Add People wit& "ob %ecords
T&is diagram s&ows t&e pages used to add people wit& 'ob record into t&e
system
Components for Adding and !aintaining Person and "ob #ata
8it& t&e e<ception of t&e Organi)ational %elations&ip page in t&e Add a
Person component- t&e pages t&at you use in t&is process are t&e same
pages t&at you use w&en you access t&e !odify a Person component
T&e Add 6mployment 1nstance 4"OBC#ATAC6!P5 component- w&ic& you
use to add an employment record- uses t&e same pages t&at you use w&en
you access t&e "ob #ata component 4"OBC#ATA5
Adding a Person wit& a "ob %ecord
8&en you clic/ t&e Add t&e %elations&ip button on t&e Add a Person ,
Organi)ational %elations&ip page for an employee- t&e system automatically
opens t&e Add 6mployment 1nstance component
Adding a Person wit& a "ob %ecord 4continued5
6<iting t&e Add a Person component wit&out saving will result in t&e person
not being saved in t&e system
6<iting t&e process from t&e 'ob,related pages will cause t&e person to be
saved as a PO1( =ou will need to navigate to t&e Add 6mployment 1nstance
component and add t&e 'ob information at a later time
Assigning an 1#
T&e PeopleSoft system provides two ways to assign an 1# to a person
!anually , 1f we use automatic 1# assignment- t&e system adds 1#s
se;uentially as we add new people( T&e system maintains t&e last
assigned 1# on t&e 1nstallation Table , 2ast 1# Assigned page
Automatically
Avoid using bot& assignments or reusing 1# numbers
0avigation +
8or/force Administration- Personal 1nformation- Add a Person
8or/force Administration- Personal 1nformation- Biograp&ical- Add a Person
Pages used to Add a 0ew Person
Use t&is page to assign an 1# to a person
Use t&ese pages to enter personal details for a person and assign an
organi)ational relations&ip
To add a person3s biograp&ical information
6nter a name by clic/ing t&e Add 0ame 2in/
6nter Birt& 1nformation
1dentify ot&er information about t&e person- suc& as gender or education
6nter an alternate 1# if applicable
Add national 1ds associated wit& t&e person
6ntering Contact 1nformation
Use t&e Contact 1nformation page to enter
.arious Address Types
P&one 0umbers
6mail Addresses
6ntering Contact 1nformation
Page used to trac/ &istorical contact information for a person
Page used to enter and maintain address information
6ntering %egional 1nformation
T&e information entered on t&e %egional Page is significant for many reasons-
including regulatory reporting to t&e government
8&en setting up regional information- consider t&e following
Several countries contain similar fields- suc& as 6t&nic 7roup or %eligion
fields- t&at update t&e same fields in ot&er country,specific sections
Some fields- suc& as t&e !ilitary Status field- maintain data specific to a
countryB alt&oug& field names maybe similar- t&ey are not used in t&e same
way( Updating one field will not update t&e field wit& a similar name in
anot&er country specific section
1f we enter information in multiple country specific section- we s&ould validate t&e
data before e<iting t&e page to ensure t&at we &ave not overwritten important
information
Creating an Organi)ational %elations&ip
T&e organi)ational relations&ip t&at you select determines t&e ne<t step to
entering people into t&e system- as s&own in t&is diagram+
Organi)ational 1nstance
After you add a person- you create an organi)ational instance to enter and
maintain 'ob records
An organi)ational instance is a single occurrence of an organi)ational relations&ip
Organi)ational 1nstance Components
Use one of t&e following components to create an organi)ational instance+
Add 6mployment 1nstance 4"OBC#ATAC6!P5
Add Contingent 8or/er 1nstance 4"OBC#ATACC8%5
Add Person of 1nterest "ob 4"OBC#ATACPO15
0ote( 1f you need to create a 'ob record for person data t&at you &ave 'ust entered
and saved but you &ave not saved t&e 'ob data page- use t&e appropriate add,
instance component to enter t&e person3s 'ob data
Adding "ob 1nstances and t&e "ob #ata Pages
8&en you add a 'ob- or employment- instance- you use t&e following pages to
enter 'ob details( T&e pages t&at you use to add a 'ob instance are t&e same as
t&ose in t&e "ob #ata component- as s&ow &ere+
Adding "ob 1nstances and t&e "ob #ata Pages
T&e "ob #ata pages are grouped by lin/s at t&e bottom of eac& page( As a result-
all re;uired fields on t&ese pages must be filled in before you can save t&e
component
Typically- you save only after completing t&e last page
1f you are adding a person wit& a 'ob record and cancel out of t&e 'ob pages- t&e
person 1# is saved in t&e system- but t&e 'ob data is not
=ou will need to access t&e Add 6mployment 1nstance to add t&e 'ob record
Adding a "ob 1nstance for a Person
6ntering 8or/ 2ocation 1nformation
=ou use t&e 8or/ 2ocation page in t&e "ob #ata component to tie an effective,
dated row to an action and reason code
8&en entering a 'ob instance directly from t&e Add a Person , Organi)ational
%elations&ip page- t&e effective date appears by default from t&e Add a Person
component( T&e effective date &ere s&ould reflect t&e person3s wor/ instance
date
0ote( 8&en you add a person- you cannot enter a date in t&e future in t&e Add a
Person Component( $owever- you can enter a future,dated 'obB it is possible to
&ire or add a wor/er in t&e future but t&e personal information &as to be as of
today or earlier for t&e initial row( After t&e initial row- future dated effective dates
are permitted(
0avigation + 8or/force Administration- "ob 1nformation- "ob #ata
6ntering 8or/ 2ocation 1nformation
6ntering 8or/ 2ocation 1nformation 4continued5
Action and %eason + Select t&e action re;uiring you to create or modify t&is
record( T&e system displays a default value w&en you create a new employment-
contingent wor/er- or PO1 instance( %eason codes are associated wit& t&e action
you select
$% Status or "ob Status + #isplays t&e status of t&e current 'ob record( A person
can &ave an active $% status but an inactive 'ob or payroll status( T&e page
displays t&e "ob Status te<t for contingent wor/er or PO1 instances
Payroll Status + For employment instances( #isplays t&e payroll status of t&e
current 'ob record( Some c&anges t&at you ma/e to t&is field trigger %etro Pay or
Final C&ec/ processing
"ob 1ndicator + 1ndicate w&et&er t&is is t&e person3s primary or secondary 'ob for
t&is organi)ational relations&ip( Select ot !pplicable if t&ose selections don3t
apply to t&is 'ob( T&is field is used to process people wit& more t&an one
organi)ational instance in a single organi)ational relations&ip
Calculate Status and #ates + Clic/ t&is button to calculate t&e person3s $%- 'ob- or
payroll status and t&e employment dates so t&at you can review t&e c&anges
before you save t&e component( T&e system displays t&is button w&en you ma/e
a c&ange to t&e effective date or one of t&e status fields
!aintain .iew 0ote + Clic/ t&is icon to access t&e "ob #ata 0otepad page
Position 0umber +
1f you drive part or all of t&e system by position- select a position number(
#efine positions in t&e AddUpdate Position 1nfo component( 8&en you
leave t&e Position 0umber field- t&e system completes position,related fields
in t&e "ob #ata component wit& default data from t&e AddUpdate Position
1nfo component- including 'ob code- department- location- supervisor level-
reports to- and full, or part,time status( T&e corresponding fields become
unavailable for entry
PeopleSoft 6nterprise $uman %esources issues a warning message if you
assign a person to a position t&at is already filled and if t&e new appointment
e<ceeds t&e ma<imum &eadcount for t&at position( T&e system calculates
t&e &eadcount and displays t&e appropriate indicator in t&e OpenFilled field
in t&e AddUpdate Position 1nfo component w&en you c&ange assignments
Company +
1f you &ave specified a company for t&e position you associated wit& t&is
person- t&e system enters a default company and t&is field becomes
unavailable for entry- unless you clic/ t&e Override Position #ata button
1f you &ave not assigned t&e person to a position and you assigned a
company to a department in t&e #epartment table- a default company code
appears- and t&is field becomes unavailable for entry
1f you did not designate a company on t&e #epartment table- select a
company &ere
6<pected "ob 6nd #ate and 6<pected %eturn #ate + 6nter t&e end date or return
date for t&is 'ob- if /nown( 1f you don3t /now t&e date initially- you can enter it later
Termination #ate- 2ast #ate 8or/ed6 and Override 2ast #ate 8or/ed +
T&e system displays t&e day before t&e termination effective date as t&e
termination date and t&e date last wor/ed
T&ese fields display w&en you &ave indicated an action t&at will inactivate or
suspend a 'ob
1f you re&ire t&e person- t&e system deselects t&ese fields
8&en a person returns from leave- t&e system deselects only t&e 2ast #ate
8or/ed field
1f t&e date is not accurate- select Override 2ast #ate 8or/ed to enter t&e
date
6ntering "ob 1nformation
T&e 'ob code can be associated wit& a salary plan- grade- or step
Standard &ours can appear by default from t&e 'ob code- position- or salary plan
Standard &ours are verified against t&e defaults defined for t&e person3s business
unit
T&e system calculates t&e full,time e;uivalency 4FT65 based on t&e standard
&ours entered for t&is 'ob and t&e standard wor/ period( =ou can override t&is
field
6ntering "ob 1nformation 4continued5
Supervisor 2evel +
Supervisor levels are a class of position t&at represent levels of some
managerial or supervisory significance and can be used as anot&er type of
employee identifier
1f you &ave specified a supervisor level for t&e position you associated wit&
t&is person- t&e system enters a default supervisor level and t&is field
becomes unavailable for entry- unless you clic/ t&e Override Position #ata
button
1f you did not assigned t&e person to a position- select t&e supervisor level
code for t&is person- if applicable
%egularTemporary + #efaults from t&e position number you associated wit& t&is
person- and t&is field is unavailable for entry- unless you clic/ t&e Override
Position #ata button( 1f you &ave not assigned t&e person to a position- t&e
system displays t&e default value from t&e "ob Code Table( =ou can override t&is
value
FullPart + #efaults from t&e position number you associated wit& t&is person- and
t&is field is unavailable for entry- unless you clic/ t&e Override Position #ata
button( 1f you &ave not assigned t&e person to a position- indicate w&et&er t&e
wor/er is full,time or part,time
0ote + T&e !anage Base Benefits business process uses t&e values t&at you
select in t&e %egularTemporary and FullPart fields to determine eligibility
re;uirements
6mpl Class + Select an employee class- w&ic& provides anot&er met&od of
grouping wor/ers
6<amples may include !ssignee, "#patriate, or $ntern% 6mployee classes
are included in t&e 6mployee Class table
47B%5 T&e 0ort&ern 1reland Fair 6mployment !onitoring report 4UR01@@G5
uses t&e employee class to determine t&e classification of wor/ers
Officer Code + 1dentify &ig&ly compensated wor/ers for t&e 0on,#iscrimination
Testing , J@G4/5J@G4m5 report 40#T@@J5( T&e default value is one
Standard $ours + #isplays by default t&e standard &ours for t&e wor/er( C&ange
t&e default value- if re;uired
8or/ Period + Select a standard wor/ period- t&e time period during w&ic&
wor/ers must complete t&e standard &ours
FT6 + #isplays t&e percentage of full,time wor/ t&at t&e wor/er s&ould normally
wor/ in t&is 'ob( T&e system calculates t&is value based on t&e standard &ours
entry for t&is 'ob and t&e standard wor/ period( $owever- you can override t&e
system calculated FT6 and enter any value( T&e system issues a warning if you
enter a value t&at is greater t&an G(@
Combined Std $oursFT6 + #isplays t&e total standard &ours t&at are assigned to
t&e wor/er for all active 'obs combined and t&e wor/er3s total FT6 status for all
active 'obs combined(For e<ample- if a wor/er &olds two 'obs- one as a professor
wit& an FT6 of (D and one as a p&ysician wit& an FT6 of (FD- t&e wor/er3s
combined FT6 is (?D &%' S %(' )% =ou can3t c&ange or delete t&is information
6ntering "ob 2abor 1nformation
1f a person is associated wit& a national labor agreement- use t&e "ob 2abor page
to enter data about t&e agreement( !uc& of t&is data can appear by default from
t&e salary grade and 'ob code(
6ntering Payroll 1nformation
T&e Payroll page trac/s wor/er payroll information- including t&eir payroll system
and pay group( T&e payroll system and pay group information t&at you enter on
t&is page affects compensation processing for t&e person
T&e 7lobal Payroll pay group field is different from t&e 0ort& American Payroll
pay group field but bot& are particularly important in processing payroll
T&e payroll system t&at you enter determines w&at additional information is
needed
Payroll System + Select t&e payroll system t&at is used to process t&is person3s
payc&ec/( T&e Payroll System field is available for entry only if t&e Action t&at
was entered on t&e 8or/ 2ocation page is Change of Pay System or a &ire,
related action suc& as Hire, Rehire, or !dditional *ob
6ntering Payroll 1nformation 4continued5
6ntering Salary Plan 1nformation
Use t&e Salary Plan page to enter salary plan information if you use salary plans(
T&ere are no re;uired fields on t&is page
A salary plan can be determined by default from a location
A salary plan- grade- and step can be determined by default from t&e 'ob code
1f you &ave salary administration plans associated wit& more t&at one of t&ese
tables- t&e system uses t&e default from t&e last table value entered( For
e<ample- first you enter a location t&at is associated wit& salary plan RU@I w&ere
t&is salary plan defaults to t&is page( T&en- you enter a 'ob code t&at is
associated wit& salary plan RU@F- and t&e system will update t&e salary plan to
RU@F
6ntering Salary Plan 1nformation 4Continued5
6ntering Compensation 1nformation
Clic/ t&e #efault Pay Components button to &ave t&e system automatically enter
rate code information associated wit& 'ob codes- salary plans- or any ot&er
compensation rule defined in t&e system
Clic/ t&e Calculate Compensation button to &ave t&e system populate t&e
compensation rate and pay rate details
Upon saving t&e page- t&e system may issue you a warning if you did not c&ange
any compensation default values
6ntering Compensation 1nformation 4Continued5
Compensation %ate + #isplays t&e compensation rate for t&e person- w&ic& is t&e
sum of all base pay salary components
Compa,%atio + T&e system calculates t&e ratio by comparing t&e wor/er salary to
t&e midpoint amount of t&e salary grade( 1f t&e wor/er3s current rate is t&e same
as t&e midpoint- t&en t&e compa,ratio is G(@@- or G@@ percent- of t&e midpoint( 1f
t&e rate is above or below t&e midpoint- t&e system calculates a ratio for t&e
difference between t&e salary and t&e midpoint- and t&en it adds or subtracts t&e
difference from G(@@
"ob %atio + #isplays t&e percent,t&roug&,range calculation- based on t&e midpoint
salary of t&e person3s 'ob code( T&e 'ob ratio is available only if t&e person3s 'ob
code &as 'ob ratio information 4midpoint salary- currency- and fre;uency5 defined
#efault Pay Components +
Carry out rate code defaults 4e<cluding seniority pay5 based on t&e current
values of t&e designated 'ob fields
%eplace manual updates and old default values wit& t&e current default
values
%ecalculate t&e compensation pac/age of affected persons- including t&e
compensation rate- currency- fre;uency- apply FT6- percent 4including
current rate code groups5 and so on
%ecalculate compensation,related fields- suc& as annual amounts or
comparatio- on t&e "ob #ata record
Calculate Compensation + Clic/ to &ave t&e system recalculate t&e person3s
compensation wit&out carrying out any rate code defaults or replacing any default
values
6ntering 6mployment,%elated #ata
6nter a probation date
.iew or override seniority and service dates
Trac/ optional employment,related data suc& as t&e business title
6ntering 6mployment,%elated #ata 4Continued5
Organi)ational 1nstance + T&e number of t&e instance associated wit& t&is 'ob
data record( T&e organi)ational instance record number is t&e same as t&e 6%0
of t&e controlling instance
Original Start #ate + #isplays t&e earliest date t&at t&is 'ob data record
4empl1#6%0 instance5 was associated wit& t&e organi)ation( T&e date is
provided by default from t&e effective date of t&e 'ob record wit& an action of Hire,
!dd Contingent +orker, or !dd P,$ $nstance
2ast Start #ate + #isplays t&e most recent start date for t&is organi)ation instance(
T&e system populates t&is field originally wit& t&e effective date of t&e controlling
instance3s 'ob data row wit& t&e action of H$R and t&en refres&es it wit& t&e
effective date of 'ob data rows wit& t&e actions R"H 4for employees5 or R+ 4for
contingent wor/ers5( T&is date is different from t&e first start date if t&is
organi)ation instance &as been inactive and t&en reactivated(
First Start #ate + #isplays t&e first start date for t&is organi)ation instance( T&e
system populates t&is field wit& t&e effective date of t&e first 'ob data row wit& t&e
action of H$R 4for employees5 or !-- 4for contingent wor/ers5 from t&e controlling
instance( T&e system uses t&is date as t&e &ire date in reports
Termination #ate + #isplays t&e effective date of t&e controlling instance3s 'ob
data row wit& t&e action of ."R or C,M, if applicable
2ast Assignment #ate + #isplays t&e most recent start date for t&is assignment(
T&e system populates t&is field wit& t&e effective date of t&e 'ob data row wit& an
action t&at reactivates t&e assignment( T&is date is different from t&e first
assignment start date if t&is assignment &as been inactive and t&en reactivated
First Assignment Start + #isplays t&e first start date for t&is assignment( T&e
system populates t&is field wit& t&e effective date of t&e first 'ob data row wit& an
action t&at activates t&e assignment 4suc& as H$R or !--)
Assignment 6nd #ate + #isplays t&e effective date of t&e 'ob data row wit& t&e
action of ."R or C,M, if applicable
$ome$ost Classification + For wor/ers w&o are on assignments- t&is field
specifies w&et&er t&e current 'ob is at t&e wor/er3s &ome location or t&e
assignment location( For a new &ire- select $ome
6<plaining "ob 2evel #efaults
"ob 2evel #efaults
T&is diagram s&ows &ow a value t&at you enter on one page can determine
values t&at appear by default on ot&er "ob #ata pages- depending upon &ow you
set up t&e control tables+
#efining "ob 1nstances- %elations&ip- and 6mployment %ecord 0umber
#efining "ob Terminology
8&en adding people in t&e system wit& 'ob records- it is important to understand
some basic terminology
T&ese include+
Organi)ational relations&ip + 1dentifies a person3s relations&ip wit& t&e
organi)ation+ employee 46!P5- contingent wor/ers 4C8%5- or person of
interest 4PO15( T&e organi)ational relations&ip displays ne<t to t&e person3s
name at t&e top of t&e "ob #ata Component
"ob instance +8&en you &ire or add a wor/er for t&e first time- you create a
'ob instance( A person can &ave one or multiple 'ob instances( "ob instances
can be substantive,w&ere it is not associated wit& anot&er 'ob- or
subordinate,w&ere it is tied to a substantive 'ob 4suc& as an temporary
assignment5
#efining "ob Terminology
T&ese include+
6mployment %ecord 0umber + 6ac& 'ob instance is identified by an 6mpl
%cd T( T&e system uses a new 6mpl %cd T eac& time you add a new 'ob for
a person( T&e system use 6mpl %cd T @ for t&e first instance of a 'ob and
increments by G wit& eac& 'ob instance( 6mpl %cd Ts- in combination wit& a
person3s 1#- uni;uely identify a person3s 'ob data records
1ndividual employee 'obs are called 6mployment 1nstances
1ndividual contingent wor/er 'obs are called Contingent 8or/er
1nstances
Organi)ation 1nstance + An organi)ational instance occurs for eac&
substantive 'ob under eac& organi)ational relations&ip for a person( 1t is an
occurrence of a distinct relations&ip wit& t&e organi)ation t&at &as it3s own
&ire and termination dates
One 6%0 and Organi)ational 1nstance
An organi)ational instance is a single occurrence of a person3s relations&ip to an
organi)ation( Several rows of 'ob &istory mig&t e<ist for a particular person and
t&at same relations&ip to t&e organi)ationB nevert&eless- only one organi)ational
instance e<ists- as s&own &ere+
!ultiple Organi)ational 1nstances
Alt&oug& a person &aving only one organi)ational relations&ip wit& a company
may be more common- a person can &ave more t&an one( T&is diagram s&ows
one person &aving two organi)ational instances+
Components Used to Create !ultiple Organi)ational 1nstances
6mployment %ecord 0umbers
T&e system distinguis&es between a person3s organi)ational instances by
creating a new employment record number 46mpl %cd 0br or 6%05 w&en you
create a new instance+
#eleting 6mployment %ecord 0umbers
=ou can use t&e #elete 6%0 Process component w&en 6%0s are created in error
or w&en 6%0s e<ist for Uno s&owU new &ires 4for e<ample- wor/ers w&o never
reported for t&eir first day of wor/ and for w&om t&ere is no need to maintain an
6%05( T&is component verifies t&at no combinations of Person1#6%0 e<ist t&at
will cause problems for ot&er processes- suc& as payroll or benefits- t&at are
dependent on t&e 6%0 data
=ou can access t&is component by navigating to Set Up $%!S- System
Administration- #atabase Processes- 6%0 #elete Process- 6%0 #elete Process
!ultiple "ob and Organi)ational 1nstances
8&en a wor/er &olds multiple active 'obs- but eac& 'ob &as its own set of
employment and 'ob data- t&e system creates separate organi)ational instances+
!ultiple "ob and Organi)ational 1nstances 4Continued5
8&en a person &olds multiple 'obs for t&e same organi)ational relations&ip- eac&
'ob must &ave its own set of employment and 'ob data(
1f a multiple 'ob is entered- you must+
#etermine w&ic& of t&e person3s 'obs is t&e primary 'ob for reporting
purposes
=ou don3t &ave to designate a primary 'ob- but you mig&t do so to
ensure accurate affirmative action statistics and ot&er data re;uired for
government reporting
#etermine w&et&er t&e person3s 'obs s&are a benefit program or &ave
separate benefits
1ndicating Primary and Secondary "obs
Use t&e "ob 1ndicator field on t&e 8or/ 2ocation page to indicate w&et&er a 'ob is
t&e person3s primary 'ob or a secondary 'ob( 8&en you add anot&er 'ob instance-
t&e system sets t&is field by default to Secondary "ob- and t&e initial instance is
maintained as t&e primary 'ob
!ultiple 6%0s Under t&e Same Organi)ational 1nstance
Additional Assignments and Appointments
Additional organi)ational instances are identified as &ire or add contingent wor/er
in $uman %esources- and additional assignments or appointments are not( 8it&
an additional assignment- a wor/er is not give anot&er 'ob instance- but rat&er an
assignment( =ou add additional assignments or appointments using t&ese
components+
Add Additional Assignment
Additional Appointment "P0
An additional assignment can be a multiple 'ob if t&e substantive 'ob is not on
&old- so t&e person is performing more t&an one 'ob( $owever- if t&e substantive
'ob is on &old- you would typically enter t&is as an temporary assignment(
.iewing !ultiple "ob #etails
Use t&e Person Organi)ational Summary component to view t&e various details
and relations&ips for+
6mployment instances 4for employees5
Contingent wor/er instances
Organi)ational instances
6mployment record numbers 46mpl %cd T5
0avigation + 8or/force Administration- Personal 1nformation- Person
Organi)ational Summary
Introducing Person Model
A person can be important to an organi)ation for many different reasons
at many different times t&roug&out t&eir lifetime
8it& Person !odel
8e can trac/ t&e personal information about a person in one place wit& no
redundant data
T&e relations&ips t&at a person &as to t&e organi)ation is trac/ed in a
different area of t&e system
For e<ample- we mig&t &ave a person w&o is now an employee but used to
be a contingent wor/er
T&e system trac/s t&is person using one 1#- w&ic& enables t&eir &istory as a
contingent wor/er to e<ist along wit& t&eir &istory as an employee(
Agenda
Maintaining Person and -o$ )ata
!aintaining $istorical 1nformation for =our 8or/force
6ffective #ated 1nformation and %ow Types
T&e following diagram defines current- &istory- and future effective dates+
!aintaining $istorical 1nformation for =our 8or/force
$andling !ultiple Actions wit& t&e Same 6ffective #ate
Use t&e Se;uence field on t&e "ob #ata , 8or/ 2ocation page to differentiate
actions wit& t&e same effective date(
6ac& time a new se;uence number is added- t&e record 4se;uence number5 wit&
t&e lowest number becomes a &istorical row of data
Components for Personal and "ob #ata
Compensation #ata Considerations
8&en defining a wor/er3s compensation pac/age- /eep t&e following points
in mind+
8&en you insert a new 'ob data row and c&ange any of t&e wor/er3s
compensation rates- t&e system automatically creates a new complete
compensation pac/age
Clic/ t&e #efault Pay Components and Calculate Compensation buttons to enter
system compensation defaults and to recalculate pay related fields(
T&e Pay Components scroll area enables you to manage compensation
pac/ages+
6nter a c&ange amount or percentage increase based on a previous
compensation rate code amount(
Select t&e Apply FT6 c&ec/ bo< on t&e Controls tab for flat rate code types
in order for t&e system to prorate t&e person3s pay using &is or &er FT6(
6<ample of FT6 Conversion
1n t&e e<ample s&own below- employee is being paid a flat rate of I-@NL(VI
Canadian dollars 4CA#5 biwee/ly
Currently &e is a full,time wor/er- wor/ing J@ &ours per wee/- as defined on t&e
"ob 1nformation page( T&is e;uates to DJ-@@@ CA# annually or J-D@@ mont&ly
1f &is FT6 were I@ &ours per wee/ and t&e Apply FT6 c&ec/ bo< is selected on
t&e Conversion tab- t&e annual pay s&own under t&e Pay %ates &eader would be
IN-@@@ CA# annually
Steps to Update a 8or/er3s Compensation
Follow t&ese steps to update compensation wit& a G@ percent pay increase+
On a wor/er3s 8or/ 2ocation page- insert a new row and enter t&e effective
date and t&e action of Pay %ate C&ange
On t&e Compensation page- select t&e C&anges tab and enter G@ in t&e
C&ange Percent field
Clic/ t&e Calculate Compensation button and save your wor/
All t&e compensation rate fields update to reflect t&e new information
Updating Organi)ational 1nstance and Assignment %elations&ips
8&en you give a wor/er an additional assignment you create a subordinate
'ob under a controlling 'ob( Alt&oug& t&e system assigns eac& 'ob instance a
different employment record number- t&e two 'obs reside under t&e same
organi)ational instance
T&e PeopleSoft system enables you to+
Promote an assignment to its own instance
!ove an assignment to anot&er controlling instance
#emote an controlling instance to be a subordinate assignment under anot&er
controlling instance
Pages Used to Promote an Assignment
Use t&ese pages to promote assignments to t&eir own instance +
Use t&is page to identify an individual wor/er for w&ic& you want to promote an
instance+
0avigation + 8or/force Administration- "ob 1nformation- "ob #ata
0ote( Users can select t&e Promote an Assignment to an 1nstance action code
from t&e "ob #ata page( $owever- t&e action codes !ove an Assignment to
anot&er instance and #emote an instance cannot be entered on t&e "ob #ata
page( T&e system enters t&ese action codes in t&e 'ob record w&en you run t&e
!ove Assignment or Promote and 1nstance processes(
Use t&ese pages to promote assignments to t&eir own instance t&roug& a
batc& process+
Use t&is page to identify a group of wor/ers and run a batc& process to promote
instances+
0avigation + 8or/force Administration- Collective Processes- Promote an
Assignment- Promote an Assignment
Use t&ese pages to promote assignments to t&eir own instance t&roug& a
batc& process+
After t&e process &as run to completion- you can review t&e status( 1f- for any
reason- t&e transaction &as not been loaded to t&e records- t&e status of t&e row
is set to Failure( Ot&erwise t&e status is Success( =ou must determine t&e
reasons w&y transactions ended in Failure and c&ange t&e status bac/ to %eady
or to Cancelled before you run t&e process again(
Page Used to !ove an Assignment to Anot&er 1nstance
Use t&is page to move an assignment to an instance+
0avigation + 8or/force Administration- "ob 1nformation- !ove Assignmnt to
anot&er 1nst
Page Used to #emote an 1nstance
Use t&is page to #emote an 1nstance+
0avigation + 8or/force Administration- "ob 1nformation- #emote an
1nstance-#emote an 1nstance
Creating Action %eason Codes
Actions and Action %easons
C&anges to t&e wor/er records are called personnel actions( T&e Actions table
enables organi)ations to classify actions and associate actions wit& reasons( =ou
can+
6nter various types of personnel actions
Associate multiple reasons wit& your actions on t&e Action %easons table
0avigation + Set Up $%!S- Product %elated- 8or/force Administration- Actions
Use t&is page to set up action codes+
Use t&e Action %eason page to enter action reason information+
0avigation + Set Up $%!S- Product %elated- 8or/force Administration-
Action %easons
Terminating 6mployment
Consider t&e following points about terminations+
T&e /ey to terminating wor/ers is to ensure t&at all t&e pieces of t&e termination
are ta/en into account
8it&in t&e PeopleSoft $uman %esources system- t&e action is recorded on t&e
8or/ 2ocation page in t&e "ob #ata component
Upon saving a termination- t&e system updates t&e wor/er3s Termination #ate
and 2ast #ay 8or/ed field values to one day earlier t&an t&e action date
T&e #ate 2ast 8or/ed field is automatically populated- but can be overridden if
t&e dates differ
T&e process is t&e same for a 2eave of Absence action

Day 1 PeopleSoft Overview - Functional

Uploaded by

Document Information

Original Description:

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Day 1 PeopleSoft Overview - Functional

Uploaded by

Copyright:

Available Formats

PeopleSoft HRMS 9.

You might also like