Oracle Internal & OAI Use Only Oracle Internal & OAI Use Only

Introduction to PeopleSoft for
HRMS
Student Guide
n l y
e O
U s
A I
O
l &
na
D17645GC10
te r
1.0
December 2004 I n
D41501
c l e
ra
O
Copyright © 2004, 2005, Oracle. All rights reserved.
This document contains proprietary information and is protected by copyright and other intellectual property laws. You may
copy and print this document solely for your own use in an Oracle training course. The document may not be modified or
altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download,
upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part
without the express authorization of Oracle.
The information contained in this document is subject to change without notice. If you find any problems in the document,
please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This
document is not warranted to be error-free.
If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United
States Government, the following notice is applicable:
U.S. GOVERNMENT RIGHTS

The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are
restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.
Oracle, JD Edwards, and PeopleSoft are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be
trademarks of their respective owners.
n l y
e O
U s
A I
O
l &
n a
te r
I n
c l e
r a
O
CONTENTS
Preface Introduction to PeopleSoft for HRMS.......................................................................... vii

Typographical Conventions and Visual Cues .................................................................. vii
Related Documentation and Resources ..............................................................................ix
Lesson 1 Course Overview ...............................................................................................................1

Objectives............................................................................................................................1
Agenda ................................................................................................................................2
Lesson 2 Business Process Overview ...............................................................................................3

Describing Core PeopleSoft Human Resources and HRMS Functionality.........................4
Describing PeopleSoft Self-Service Applications.............................................................25
Describing Enterprise Performance Management and Workforce Analytics....................29
Describing Implementation Resources..............................................................................31
Review...............................................................................................................................33
Lesson 3 Navigating Through the PeopleSoft System..................................................................35

Navigating Through the PeopleSoft System .....................................................................36
l y
Describing Elements of Components ................................................................................55
n
Retrieving Data Through the Search Page ........................................................................60
e O
Activity 1: Navigating and Searching in PeopleSoft .....................................................65
Viewing and Updating Data Within a Record...................................................................66
U s
Activity 2: Inserting a Row............................................................................................77
Assigning and Organizing Favorites .................................................................................79
A I
Activity 3: Adding a Favorite ........................................................................................83
Using PeopleBooks Online Help.......................................................................................84
O
Review...............................................................................................................................91
Lesson 4
l &
Understanding the System Structure ............................................................................93
a
Explaining PeopleSoft Pure Internet Architecture ............................................................94
n
te r
Describing the Structure of PeopleSoft Tables and Relational Databases ........................95
Explaining Effective Dating..............................................................................................97
I n
Describing Action Types.................................................................................................100
Activity 4: Working With Action Types .....................................................................102
c l e
Activity 5: Effective Dating.........................................................................................103
Activity 6: Working With Action Types II..................................................................104
r a Review.............................................................................................................................105
Lesson 5O Working With Tables....................................................................................................107

Identifying Types of PeopleSoft Tables ..........................................................................108
Describing Characteristics of the Translate Table...........................................................110
Identifying Processing and Defaulting Tables ................................................................112
PeopleSoft Proprietary and Confidential iii

Introduction to PeopleSoft for HRMS Contents
Describing Characteristics of Control Tables..................................................................113

Describing Characteristics of Transaction Tables ...........................................................116
Activity 7: Using Control Table Values to Update a Transaction ...............................118
Describing Business Units...............................................................................................119
Explaining the Relationship Between Business Units and SetIDs ..................................122
Activity 8: Changing Your Business Unit Value.........................................................125
Review.............................................................................................................................126
Lesson 6 Running Human Resources Processes and Reports...................................................127

Processing and Viewing a Human Resources Report .....................................................128
Activity 9: Process and View a Birthday Report .........................................................148
Explaining the Purpose of the Employees Table.............................................................149
Review.............................................................................................................................151
Lesson 7 Using Group Build ........................................................................................................153

Working With People Using Group Build ......................................................................154
Creating a Group .............................................................................................................156
Activity 10: Defining Group Criteria and Creating a Group Profile and Definition.167
Viewing Group Results ...................................................................................................168
Setting Up Group Security ..............................................................................................169
Activity 11: Assigning Security for a Group.............................................................173
Refining the Group..........................................................................................................174
Activity 12: Using a Group in Working with Transactional Data.............................176
n l y
Review.............................................................................................................................177
Lesson 8 O
Course Review ...............................................................................................................179
e
U s
Describing the Core PeopleSoft Human Resources Business Process............................180
Navigating Within PeopleSoft Applications and Linking to Online Documentation .....181
A I
Identifying the Types of Relational Database Tables Used in PeopleSoft Enterprise
Products...........................................................................................................................182
O
Describing How the Process Scheduler Operates ...........................................................183
Explain What Reporting Tools are Available in PeopleSoft Applications .....................184
l &
Creating and Using a Group Through Group Build ........................................................185
Appendix A
n a
Implementing PeopleSoft Successfully ........................................................................187
te r
Implementing for Success ...............................................................................................187
Understanding Your Business Objectives .......................................................................187
I n
Identifying Risks Early....................................................................................................189
c l e
Assessing Complexity .....................................................................................................190
Phasing Your Progress ....................................................................................................192
r a Scope for Simplicity........................................................................................................193

Designing for “Implementability”...................................................................................194
O Assuming Ownership ......................................................................................................195
Appendix B PeopleSoft Security .......................................................................................................199

Types of Security ............................................................................................................199
iv PeopleSoft Proprietary and Confidential

Contents Introduction to PeopleSoft for HRMS
Implementation Considerations.......................................................................................201
n l y
e O
U s
A I
O
l &
n a
te r
I n
c l e
r a
O
PeopleSoft Proprietary and Confidential v

Introduction to PeopleSoft for HRMS Contents
n l y
e O
U s
A I
O
l &
na
te r
I n
c l e
r a
O
vi PeopleSoft Proprietary and Confidential

Preface
Introduction to PeopleSoft for

HRMS
Typographical Conventions and Visual Cues

This section discusses:
• Typographical conventions.
• Visual cues.
• Country identifiers.
Typographical Conventions
This table contains the typographical conventions that are used in this guide:
Typographical Convention Description
n l y
O
Indicates PeopleCode function names, method names, language
Bold
constructs, and PeopleCode reserved words that must be included
Italics
literally in the function call.
s e
Indicates field values, emphasis, and PeopleSoft or other book-
I U
length publication titles. In PeopleCode syntax, italic items are
placeholders for arguments that your program must supply.
O A
We also use italics when we refer to words as words or letters as
letters, as in the following: Enter the letter O.
KEY+KEY
l & Indicates a key combination action. For example, a plus sign (+)
between keys means that you must hold down the first key while
n a you press the second key. For ALT+W, hold down the ALT key
while you press the W key.
Monospace font
te r Indicates a PeopleCode program or other code example.
I n
“ ” (quotation marks) Indicate lesson and chapter titles in cross-references and words that
are used differently from their intended meanings.
c l e
. . . (ellipses) Indicate that the preceding item or series can be repeated any
number of times in PeopleCode syntax.
r a { } (curly braces) Indicate a choice between two options in PeopleCode syntax.

Options are separated by a pipe ( | ).
O [ ] (square brackets) Indicate optional items in PeopleCode syntax.
PeopleSoft Proprietary and Confidential vii

Introduction to PeopleSoft for HRMS Preface
Typographical Convention Description

& (ampersand) When placed before a parameter in PeopleCode syntax, an
ampersand indicates that the parameter is an already instantiated
object.
Ampersands also precede all PeopleCode variables.
Visual Cues
Training courses contain the following visual cues.
Notes
Notes indicate information that you should pay particular attention to as you work with
the PeopleSoft system.
Note. Example of a note.
If the note is preceded by Important!, the note is crucial and includes information that
concerns what you must do for the system to function properly.
Important! Example of an important note.
Warnings
n l
Warnings indicate crucial configuration considerations. Pay close attention to warning
messages.
y
Warning! Example of a warning.
e O
Cross-References
U s
A I
Training guides provide cross-references either under the heading “See Also” or on a
separate line preceded by the word See. Cross-references lead to other documents, such
O
as PeopleBooks, that are pertinent to the immediately preceding documentation.
Example:
l &
n a
te r
Example of cross-reference to a PeopleBook
I n
Country Identifiers
c l e
r a Information that applies only to a specific country, is preceded by a standard identifier in
parentheses. This identifier typically appears at the beginning of a section heading, but it
O may also appear at the beginning of a note or other text.
Example of a country-specific heading: “(FRA) Hiring an Employee”
viii PeopleSoft Proprietary and Confidential

Preface Introduction to PeopleSoft for HRMS
Country Identifiers
Countries are identified with the International Organization for Standardization (ISO)
country code. The following country identifiers appear in this guide:
• (AUS) Australia
• (CAN) Canada
• DEU (Germany)
• (FRA) France
• (MSY) (Malaysia)
• (SGP) (Singapore)
• (USA) United States
Related Documentation and Resources

PeopleSoft applications are documented in PeopleBooks, which are delivered on the
PeopleBooks CD-ROM. You can also order printed, bound versions of PeopleBooks
through the Documentation section of the PeopleSoft Customer Connection website. You
can find updates and additional documentation for each release on the PeopleSoft
Customer Connection website.
See PeopleSoft Customer Connection, http://www.peoplesoft.com/corp/en/login.jsp.
n
The following resources are located on the PeopleSoft Customer Connection website:
l y
Resource Navigation
e O
Application maintenance information
s
Updates + Fixes
U
Business process diagrams
Hardware and software requirements
A I
Support, Documentation, Business Process Maps
Implement, Optimize + Upgrade, Implementation
Guide, Implementation Documentation and
O Software, Hardware and Software Requirements
l&
Installation guides Implement, Optimize + Upgrade, Implementation
Guide, Implementation Documentation and
n a Software, Installation Guides and Notes
t e r
Interactive Services Repository
PeopleBook documentation updates
Support, Documentation, Documentation Updates
e In
PeopleSoft support policy Support, Support Policy
c l Product release roadmap

Release notes
Support, Roadmaps + Schedules
Implement, Optimize + Upgrade, Upgrade Guide,
r a Upgrade Documentation and Software, Release

Notes
O Troubleshooting information
Upgrade documentation
Support, Troubleshooting
Implement, Optimize + Upgrade, Upgrade Guide
PeopleSoft Proprietary and Confidential ix

Introduction to PeopleSoft for HRMS Preface
Note. For data models, please contact the Global Support Center.
n l y
e O
U s
A I
O
l &
n a
te r
I n
c l e
r a
O
x PeopleSoft Proprietary and Confidential

Lesson 1
Course Overview
Objectives
By the end of this course, you will be able to:
• Describe the core PeopleSoft Enterprise Human Resources business process.
• Navigate within PeopleSoft applications and link to online documentation.
• Identify the types of relational database tables that are used in PeopleSoft Enterprise
products.
• Describe how the Process Scheduler operates.
• Explain what reporting tools are available within the PeopleSoft Enterprise
•
applications.
Create and use a group.

n l y
O
Slide 3 ________________________________________________________________________________________________________
e
Student Notes
U s
A I
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________
PeopleSoft Proprietary and Confidential 1

Course Overview Lesson 1
Agenda
Today, we will provide an overview of PeopleSoft HRMS and discuss these topics:
• Navigating through the PeopleSoft system.
• Understanding system structure.
• Working with tables.
• Running human resources processes and reports.
• Using group build.
Slide 4 ________________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________ n l y
e O
______________________________________________________________________
U s
______________________________________________________________________
A I
______________________________________________________________________
O
&
______________________________________________________________________
l
n a
______________________________________________________________________
te r
______________________________________________________________________
I n
______________________________________________________________________
c l e ______________________________________________________________________
r a
O ______________________________________________________________________
______________________________________________________________________
2 PeopleSoft Proprietary and Confidential

Lesson 2
Business Process Overview
Objectives
By the end of this lesson, you will be able to describe:
• Core PeopleSoft Human Resources and Human Resources Management System

(HRMS) functionality.
• PeopleSoft self-service applications.
• Enterprise Performance Management and Workforce Analytics.
• Implementation Resources.
Slide 6 ________________________________________________________________________________________________________
Student Notes
n l y
e O
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
te r
______________________________________________________________________
______________________________________________________________________
I n
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Business Process Overview Lesson 2
Describing Core PeopleSoft Human Resources and HRMS Functionality
Basic PeopleSoft Human Resources Structure

The following diagram shows the applications or business processes that interface with
the PeopleSoft Human Resource product:
(USA) (USA)
Benefits
Pension Stock
Administration
Administration Administration
Human Resources
y Workforce Administration
y Compensation
Recruiting
y Benefits Time and Labor
Solutions
y Workforce and Organizational Development
y Enterprise Learning
y Workforce Monitoring
Absence
Management
Payroll for
North America
Payroll
Interface
Global Payroll
n l y
O
Slide 7 ________________________________________________________________________________________________________
e
Student Notes
U s
Business Processes Within PeopleSoft HRMS A I
O
PeopleSoft enables you to maintain and streamline all human resources information from
&
a central location. HRMS business processes enable you to:
l
•
a
Administer your workforce.
n
•
te r
Track global assignments.
•
I n
Manage positions.
c l e
• Plan careers and successions.
r a • Administer training.
O •
•
Monitor health and safety and produce reports, which meet regulatory requirements.
Maintain employee benefits.
• Administer compensation.

Lesson 2 Business Process Overview
• Manage your workforce competencies.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
______________________________________________________________________
O
______________________________________________________________________
e
s
______________________________________________________________________
U
A I
______________________________________________________________________
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
cl e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________


(continued)
PeopleSoft Enterprise Human Resources

The Human Resources application is composed of the following business process
categories:
Workforce
Administration
Workforce Workforce
Monitoring Development
PeopleSoft
Enterprise Human
Resources
n l y
Enterprise
Learning
Organizational
Development
e O
U s
A I
O
Slide 8 ________________________________________________________________________________________________________
l &
Student Notes
n a
te r
Workforce Administration
I n
The following business processes are within the Workforce Administration category:
cl e
• Global Assignments
O ra •
•
Labor Administration
Absence and Vacation
• Flexible Service

Workforce Development
The following business processes are within the Workforce Development category:
• Competency Management
• Performance Management
• Faculty Events
• Career Planning
Organizational Development
The following business processes are within the Organizational Development category:
• Succession Planning
• Position Management
Enterprise Learning
The following business processes are within the Enterprise Learning category:
• Training Budget
• Student Enrollment
• Course Details
Workforce Monitoring
n l y
O
The following business processes are within the Workforce Monitoring category:
e
• Health and Safety
U s
•
•
Regulatory Requirements
Professional Compliance A I
O
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________


(continued)
The following diagram shows the business processes within Workforce Administration:
Workforce
Administration
y Global Assignments
y Labor Administration
y Absence and
Vacation
y Flexible Service
Workforce Workforce
PeopleSoft
Enterprise Human
Resources
n l y
Enterprise Organizational
e O
Learning Development
U s
A I
O
l &
Slide 9 ________________________________________________________________________________________________________
n a
Student Notes
te r
I n
cl e
Just as people are the driving force of your company, the Workforce Administration
business process is the foundation of PeopleSoft Human Resources. It is within this
r a business process that people are added to the system. Essential information about their
job roles and performance is also tracked here. From the day a person joins your
O organization, you can maintain a detailed and ongoing history of personal, work, and
benefit-related data. When you add a person, you will enter information that serves as the
foundation for all other HRMS tasks.

Global Assignments
If your organization has operations in more than one country, you process large amounts
of information about workers as they move from project to project and country to
country. International moves require such things as passport and visa tracking and
relocation packages. PeopleSoft Human Resources enables you to ensure smooth
transitions for workers on global assignments.
Labor Administration
The Labor Administration business process enables you to enter and track labor-related
information for each worker. You can sort workers by seniority, manage layoffs and
recalls, advance workers through wage progression, track disciplinary actions, and track
grievances.
Absence and Vacation

Though not all absences can be planned, you can maintain and track absence data, both
historical and current, with the Absence and vacation business process functionality in
PeopleSoft Human Resources. You can monitor worker absences for both performance
evaluation and project planning and take a proactive approach to absence management.
Flexible Service
The Manage Flexible Service business process is primarily used by Education and
Government based customers. This process enables you to track your service types based
on complex rules that you set up based on your own organizational needs.
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
A I
______________________________________________________________________
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
cl e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________


(continued)
Workforce Development
The following diagram shows the business processes within Workforce Development:
Workforce
Administration
Workforce
Development
y Competency
Workforce Management
Monitoring y Performance
PeopleSoft Management
Enterprise Human y Faculty Events
Resources y Career Planning
n l y
e O
Learning
U s
Development
A I
O
l &
Slide 10 _______________________________________________________________________________________________________
n a
Student Notes
te r
I n
Competency Management
cl e
The Manage Competencies business process enables you to track worker’s competencies
and accomplishments, apply your specific evaluation criteria to each, and apply your own
r a levels of importance to each. Once you implement the system, you can not only list the
skills and accomplishments of each worker, but also associate each to a role, job, or
O training regime within your organization.

Performance Management
The Performance Management business process is designed to be used by managers,
employees, and Human Resources (HR) administrators. Managers can use the application
to generate forms, tailor planning and evaluation criteria to employees, communicate
performance results, and monitor the status of the performance process. Employees can
maintain notes on their performance, participate in the development of their performance
plan, evaluate their own performance, view tips for developing or highlighting
competencies, and review performance history. HR Administrators can generate forms
and reports, as well as monitor and manage the overall performance process. Workflow
notifications keep managers, employees, and HR administrators up-to-date throughout
the performance process cycle.
Faculty Events
The Track Faculty Events business process enables you to track tenure, faculty events,
and manage faculty cases and reporting requirements.
Career Planning
The Career Planning business processes helps you to develop career paths for your
workers. You are able to set up multiple career paths for workers, rate key workers on
performance, assign force ranking and career potential ratings, and track career goals,
strengths, and development plans.
______________________________________________________________________
______________________________________________________________________
n l y
e O
______________________________________________________________________
U s
______________________________________________________________________
A I
______________________________________________________________________
O
&
______________________________________________________________________
l
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________


(continued)
Organizational Development
The following diagram shows the business processes within Organizational
Development:
Workforce
Administration
Workforce Workforce
PeopleSoft
Enterprise Human
Resources
n l y
Organizational
e O
Enterprise
Learning y
Development
U s
Succession Planning
y
A I
Position Management
O
l &
a
Slide 11 _______________________________________________________________________________________________________
n
Student Notes
te r
I n
c l e
Succession Planning
The Succession Planning business process helps you to plan for changes in key positions
r a within your organization. Succession Planning is delivered with the core Human
Resources product.
O Position Management
PeopleSoft Human Resources enables you to administer your system by position or by

worker. Before you set up default general information, you must decide which method to

use. If organizations elect to use position management, they can implement it on a full or
partial basis.
When you administer your system by position, you define specific attributes of various
positions, such as job code, location, and department. You then move workers in and out
of those positions. You use data that is specific to each position as the basis for
organizational planning, recruitment, career planning, and budgeting.
In a position-based organization, workers and positions usually have a one-to-one

relationship. Each position has a unique set of characteristics and workers generally fill
only one position.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
U s
______________________________________________________________________
A I
______________________________________________________________________
O
______________________________________________________________________
l &
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
cl e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________


(continued)
Enterprise Learning
The following diagram shows the business processes within Enterprise Learning:
Workforce
Administration
Workforce Workforce
PeopleSoft
Enterprise Human
Resources
n l y
Enterprise
Learning Organizational
e O
y
y
Training Budget
Student
Enrollment
U s
Development
y Course Details
A I
O
l &
Slide 12 _______________________________________________________________________________________________________
n a
Student Notes
te r
I n
Enterprise Learning
cl e
The Enterprise Learning business processes enable the administration of worker training.
With this business process, you can generate enrollment and cancellation letters
r a automatically, provide wait-listing options to track course demand, and maintain student-
training history for all internal workers and external students. There is also a budgeting
O piece that tracks all of your administrative training costs and then cross-references them
against your pre-established budget.


(continued)
Workforce Monitoring
The following diagram shows the business processes within Workforce Monitoring:
Workforce
Administration
Workforce
Monitoring
y Health and Safety
Workforce
y Regulatory
Development
Requirements PeopleSoft
y Professional Enterprise Human
Compliance Resources
n l y
e O
Learning
s
Development
U
A I
O
l &
Slide 13 _______________________________________________________________________________________________________
n a
Student Notes
te r
I n
Health and Safety
cl e
You can also maintain data and run reports that help you assess and manage your health
and safety program and labor relations, as well as meet other regulatory requirements.
r a You can also prepare reports for regulatory authorities and insurers, such as the U.S.
Occupational Safety and Health Administration (OSHA) and Canadian Workers’
O Compensation Board (WCB).
Regulatory Requirements

The Meet Regulatory Requirements business process enables you to set up your system
to monitor the regulatory requirements for a particular country.
Professional Compliance
The Manage Professional Compliance business process enables you to manage the
professional certification of both employees and contingent workers. Within Manage
Professional Compliance, you will:
• Define the certification requirements that have been established by a regulatory

authority.
• Set up classifications to define the status of regulated individuals (for example, an

individual can be classified as compliant or non-compliant within the requirements
for certification).
• Assign regulated individuals to compliance managers and supervisors.
• Enroll regulated individuals in development plans.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
e O
______________________________________________________________________
U s
______________________________________________________________________
A I
______________________________________________________________________
O
&
______________________________________________________________________
l
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________


(continued)
Benefits
The following diagram shows how Manage Base Benefits and Benefits Administration
draw information from other business processes:
Human
Resources
Manage Base Benefits
Benefits
Administration
Payroll Interface
Payroll for North
America
n l y
e O
Slide 14 _______________________________________________________________________________________________________
U s
Student Notes
A I
Benefits
O
l &
Manage Base Benefits and Benefits Administration draw information from other business
n a
processes within the PeopleSoft HRMS product line. The benefit products and business
processes give you easy access to current human resource and payroll information, such
te r
as personal information, family status changes, multiple job details, and the most recent
benefit deduction information. You will also find that it is easy to work with your Human
I n
Resources and Payroll departments to set up benefit-related personnel administration
data, as well as the payroll deductions and earnings that you will use.
c l e
Manage Base Benefits
r a Manage Base Benefits enables you to create benefits and enroll employees in their
appropriate choices. PeopleSoft will then enable you to process the correct deduction
O amounts to pass to payroll or a third party system.
With Manage Base Benefits you have the ability to manage all types of benefits—health,
life, disability, COBRA, Family Medical Leave Act (FMLA), and utilize Benefit’s

Billing to bill workers who cannot pay for their benefit plan elections through payroll
deductions during the current pay period.
PeopleSoft Benefits Administration

Add PeopleSoft Benefits Administration if your organization requires more sophisticated
processing, such as automated eligibility checking, enrollment management, event
maintenance, and flexible credits.
PeopleSoft Benefits Administration is designed to be a supplement to the Manage Base

Benefits business process in PeopleSoft Human Resources.
Note. You set up the Manage Base Benefits business process before you can add
PeopleSoft Benefits Administration.
Administer Flexible Spending

Administer Flexible Spending provides the tools for companies in the United States and
Canada to administer Health Care and Dependent Care flexible spending accounts
(FSAs). Based on the amounts that employees pledge and your business rules, you can
track pledges, process claims, disburse monies, and account for funds.
(UK) Manage Company Cars
With Manage Company Car, you can set up the company car benefits and company car
l y
fleet information, allocate company cars, track cars, and vehicle incidents, and track car
and fuel amounts
n
e O
______________________________________________________________________
U s
______________________________________________________________________
A I
______________________________________________________________________
O
&
______________________________________________________________________
l
n a
______________________________________________________________________
te r
______________________________________________________________________
I n
______________________________________________________________________
c l e______________________________________________________________________
r a
O ______________________________________________________________________
______________________________________________________________________


(continued)
Compensation
Use the following business processes for compensating employees:
• Manage Base Compensation and Budgeting
• Manage Variable Compensation
• Report Total Compensation
• Administer Salary Packaging (AUS)
• Profit Sharing (FRA)
• Festive Advance (MSY, SPG)
Slide 15 _______________________________________________________________________________________________________
Student Notes
n l y
Manage Base Compensation and Budgeting
e O
Use the Base Compensation and Budgeting business process to develop salary-increase
U s
plans by group, create salary plans by group, associate standard salary matrices, and
review rating scales with salary grades. Online salary modeling is available for
department managers.
A I
Manage Variable Compensation
O
l &
The Manage Variable Compensation business process specifies the building blocks that
control and value your worker incentive plans. Build a comprehensive set of plan types,
a
plan your calculations and eligibility criteria, and specify payout amounts. Define group
n
te r
build rules, set goals and identify group members that are eligible for incentives, and
determine incentive liability. You can also interface the calculation of award amounts to
Global Payroll and Payroll for North America for payment to the employee and the
I n
administration of stock options.
c l e
Report Total Compensation
r a The Report Total Compensation business process involves looking at the collective cost
and value of all the elements in the employment package, such as salary, bonuses, long-
O term incentives, benefits, and other rewards of working. To effectively manage the total
costs of compensating individuals in your organization, you must first administer, track,
and report all types of cash and non-cash compensation.

Report Total Compensation functionality has been delivered over multiple releases and
will continue to evolve as more compensation factors and sources are identified.
PeopleSoft delivers the ability to extract compensation factors from multiple sources and
place them in a warehouse for reporting and analysis.
Administer Salary Packaging (AUS)
Use the Salary Packaging business process to set up compensation packages using human
resources and payroll data. Salary Packaging enables you to develop:
• Base compensation components.
• Salary packaging tax options.
• Salary packaging templates.
• Salary packaging rules.
• Salary packaging defaults
Profit Sharing (FRA)
The Manage French Profit Sharing business process in Human Resources provides
French customers with the ability to manage their profit-sharing and worker's
participation agreements. Manage French Profit Sharing provides these business
processes:
•
Agreement and reference period definition.
Eligibility processing.
n l y
• Calculating profit sharing.
e O
• Interest and payment processing.
U s
•
•
Administering profit sharing.
Profit sharing for employees. A I

Festive Advance (MYS,SPG) O
l &
The Administer Festive Advance business process in Human Resources is fully
a
integrated with the PeopleSoft payroll process. You can set up some base information,
n
te r
such as calculation rules and a pay program, for use later in the process. You can then
associate employees with the base information and the normal payroll processes calculate
and track the amounts.
I n
A preliminary calculation of festive advance payment amounts is performed for all
c l e
employees eligible for the festive advance and you can review, modify, or delete the
information if necessary.
r a Administer Festive Advance supports the following business processes:
O • Calculate festive advance amounts for individual employees.
After you have set up the calculation rules, pay programs, employee information, and
eligibility, you can calculate the festive advances. You can then view the results of

the calculation, using options in the Festive Advance MYS/SGP menu. This process
uses the rules, programs, and holidays to calculate the amount of festive advance to
pay employees.
• Review and modify calculated festive advance amounts.
Running the Festive Advance calculation process calculates the festive advance
amount for individual employees. After you have run the process using the Festive
Advance Calculation page, you can then view and modify the results of the
calculation using the View/Update Pymnts by FA Type page and the View/Update
Pymnts by Emplid page. You can manually add new employees and modify festive
advance amounts if necessary.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
&
______________________________________________________________________
l
n a
______________________________________________________________________
te r
______________________________________________________________________
I n
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________


(continued)
Payroll and Time and Labor

The following diagram shows how Human Resources, Payroll, and Time and Labor draw
information from their business processes:
Global Payroll
Time and Labor
Human
Resources
Payroll for North
America
n l y
e O
Payroll Interface
U s
A I
Slide 16 _______________________________________________________________________________________________________
O
Student Notes
l &
n a
te r
PeopleSoft Global Payroll
Use PeopleSoft Global Payroll to configure the payroll system to meet your unique
I n
requirements global and organizational requirements. PeopleSoft Global Payroll is
designed to accommodate different statutory practices and multiple rule calculations.
c l e
PeopleSoft Time and Labor
r a The PeopleSoft Time and Labor system automates the timekeeping process, including
O scheduling, time reporting, task reporting, and updating payroll. Use Time and Labor to
distribute labor expenses and make adjustments to payable time.

PeopleSoft Payroll Interface

Some organizations use PeopleSoft HRMS along with a third-party payroll system or
service bureau. The Payroll Interface business process provides a method for the transfer
of data from one system to the other. PeopleSoft Payroll Interface writes sequential
ASCII files in a format that your payroll system can process. In the Payroll Interface
tables, you define that format and the rules that are required to transfer personnel
information from your PeopleSoft HRMS system into your payroll system’s required
format. With the use of Payroll Interface you are only able to import payroll data into
four PeopleSoft Payroll Interface tables. You cannot import data into the PeopleSoft
payroll tables.
PeopleSoft Payroll for North America (USA and CAN)

PeopleSoft Payroll for North America is a robust payroll solution that enables you to turn
your payroll processing into a dynamic, accurate, and easily controlled operation. North
American payroll includes:
• Time entry.
• Payroll calculation.
• Tax computation to check preparation, payroll reporting, and tax reporting.
PeopleSoft Payroll for North America integrates with other PeopleSoft HRMS
components. PeopleSoft Payroll for North America retrieves personnel and compensation
data from the Workforce Administration business process. PeopleSoft Payroll for North
l y
America captures benefit-related deductions from the Manage Base Benefits business
process.
n
e O
______________________________________________________________________
U s
A I
______________________________________________________________________
______________________________________________________________________
O
&
______________________________________________________________________
l
n a
______________________________________________________________________
te r
______________________________________________________________________
I n
______________________________________________________________________
c l e
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________


(continued)
Stock Administration and Pension Administration

The following diagram shows how Human Resources, Stock Administration, and Pension
Administration draw information from their business processes:
Stock
Administration
Pension Human
Administration Resources
Slide 17 _______________________________________________________________________________________________________
Student Notes n l y
e O
PeopleSoft Stock Administration (USA)
U s
The Stock Administration business process enables you to grant, track, and manage
A I
equity-based compensation such as Stock Options, Stock Appreciation Rights (SAR),
Restricted Stock Awards, and Employee Stock Purchase Plans (ESPP). Based on user-
defined rules, the system works as your company’s stock administrator. This business
O
process also interfaces with PeopleSoft HR, Benefits, Variable Compensation, and
Payroll for North America.
l &
n a
PeopleSoft Pension Administration (USA)
te r
The Pension Administration business process is designed for U.S.-defined benefit plans.
These plans include qualified and non-qualified, contributory, final pay, career average,
I n
and cash balance.
c l e
Because every pension plan is unique, PeopleSoft Pension Administration provides a
versatile set of building blocks to construct your plan. You define the plan rules and
r a decide how they will be implemented. PeopleSoft gives you complete flexibility to
manage and track pension data. With PeopleSoft’s effective-date design, you can keep a
O history of plan provisions through all plan amendments, mergers, and regulatory changes
that affect your plan.

Describing PeopleSoft Self-Service Applications
Benefits of Self-Service Applications

Self-service applications:
• Manage information and knowledge.
• Provide transactions rich in content for faster, better decision-making.
• Are role-based and personalized to empower the individual.
• Combine content and applications from multiple sources to facilitate collaboration.
Slide 18 _______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
A I
______________________________________________________________________
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
cl e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Describing PeopleSoft Self-Service Applications
Self-Service Applications
Self-service applications that interface with the PeopleSoft Human Resources system
include:
• eBenefits
• eProfile
• eProfile Manager Desktop
• ePerformance
• eCompensation
• eCompensation Manager Desktop
• ePay
• eDevelopment
l y
Slide 19 _______________________________________________________________________________________________________
n
Student Notes
e O
PeopleSoft eBenefits
U s
I
Employees use eBenefits to review, add, and update their benefits information.
A
PeopleSoft eProfile
O
l &
eProfile transactions enable employees contingent workers and persons of interest to
review, add, update, and delete their personal profile information (where appropriate).
a
The self-service transactions that comprise eProfile include:
n
•
te
email address.r
•
I n
Emergency contacts.
c l e
• Home and mailing address.
r a • Marital status change.
O •
•
Name change.
Personal information.
• Phone number.

PeopleSoft eProfile Manager Desktop
PeopleSoft eProfile Manager Desktop self-service transactions interface with the

PeopleSoft Human Resources system. These applications enable managers to review,
add, and update their workforce's professional profile information.
ePerformance
PeopleSoft ePerformance is a self-service performance management application for

managers, employees, and Human Resources (HR) administrators. Managers can use the
application to generate forms, tailor planning and evaluation criteria to employees,
communicate performance results, and monitor the status of the performance process.
Employees can maintain notes on their performance, participate in the development of
their performance plan, evaluate their own performance, view tips for developing or
highlighting competencies, and review performance history. HR Administrators can
generate forms and reports, as well as monitor and manage the overall performance
process. Workflow notifications keep managers, employees, and HR administrators up-
to-date throughout the performance process cycle.
PeopleSoft eCompensation
Employees use the Compensation History transaction to review or verify their base salary
and variable compensation payouts.
PeopleSoft eCompensation Manager Desktop
PeopleSoft eCompensation Manager Desktop enables you to:
• View compensation history and total compensation.

n l y
•
•
Request and approve salary changes for an employee.
e O
View status of salary requests, request and approve salary changes for a group with
an allocated budget.
U s
•
I
View status of salary change request for a group.
PeopleSoft ePay A
O
l &
PeopleSoft ePay self-service transactions interface with PeopleSoft's Payroll systems.
They enable employees to review, add, and update their payroll information.
n a
Consider the following for PeopleSoft Global Payroll Users:
•
te r
Payee Bank Accounts enables employees to enter and maintain their personal bank
account information.
• I nGlobal Payroll Net Pay Distribution enables employees to define their net pay
c l e distribution requirements.
r a • View Payslip enables employees to review paycheck information for earnings, taxes,
deductions, and net pay distribution.
O Consider the following for PeopleSoft Payroll for North America and PeopleSoft Payroll
Interface users:

• Payee Bank Accounts enables employees to display, add, change, or discontinue

direct deposit instructions.
• View Payslip enables employees to review paycheck information for earnings, taxes,
deductions, and net pay distribution (PeopleSoft Payroll for North America only).
• Third-Party Pay Inquiry enables employees to review paycheck information for

earnings, taxes, deductions, and net pay distribution. (PeopleSoft Payroll interface
only).
• Voluntary Deductions enables employees to add, change, or stop (delete) voluntary

deductions.
• W-2 Reissue Request enables employees to request a duplicate W2 to be sent to their

work or home addresses.
• W-4 Tax Information enables employees to change tax withholding information.
eDevelopment
PeopleSoft eDevelopment is comprised of self-service transactions that interface with the

PeopleSoft Human Resources system.
Employees use eDevelopment to:
• Request Training.
•
Review their training information.
Enter personal development information.

n l y
• Complete their self-evaluation form.
e O
Managers use eDevelopment to:
U s
•
•
Request training for their direct reports.
A I
Review training information for their direct reports.
• O
&
Complete performance reviews for their reports.
l
•
a
Approve their direct reports self-evaluations.
n
•
r
Complete reviews and observations for regulated employees.
te
I n
______________________________________________________________________
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Describing Enterprise Performance Management and Workforce Analytics
EPM
EPM consists of:
• Enterprise Warehouse or PeopleSoft HRMS Warehouse.
• Workforce Analytics.
• Seven other analytic applications.
Slide 20 _______________________________________________________________________________________________________
Student Notes
EPM Analytics
The following table describes the analytic applications that make up EPM:
Analytic Applications
Enterprise Warehouse or PeopleSoft HRMS
Warehouse
Description
n l y
The PeopleSoft Enterprise Warehouse provides the
core functionality upon which the Workforce
e O
Analytics products are based and with which they
closely integrate. When you deploy any of the
s
Workforce Analytics products, you take full
advantage of the comprehensive data migration, data
U
warehousing, and web-based reporting capabilities of
Workforce Analytics
A Ithe Enterprise Warehouse.
PeopleSoft Workforce Scorecard, Workforce
O Rewards, Workforce Insight, and Workforce
l & Planning are grouped into a complete PeopleSoft

Workforce Analytics solution.
a
Seven other analytic applications Other analytic applications include:
t e rn • Activity Based Management (ABM).

• Asset Liability Management (ALM).
I n • Balanced Scorecard (BSC).
cl e • Business Planning and Budgeting.

• Customer Behavior Modeling.
O ra • Funds Transfer Pricing (FTP).

• Risk Weighted Capital (RWC).

Describing Enterprise Performance Management and Workforce Analytics
PeopleSoft Enterprise Performance Management (EPM) and Workforce Analytics

Enterprise Performance Management enables you to:
• Analyze transaction data from PeopleSoft enterprise applications and other data
sources.
• Import the information into PeopleSoft Enterprise Warehouse.
• Enrich the information by using PeopleSoft Workforce Analytics.
• Report the information in a management-friendly form.
Slide 21 _______________________________________________________________________________________________________
Student Notes
Analytic Applications
l
PeopleSoft EPM is a comprehensive, integrated analytic business solution that is
n y
designed to increase the value of an organization by enabling people to make better
decisions.
Analytic applications enable you to:

e O
•
U s
Analyze your organization’s workforce compensation and worker retention data to
•
create forecast scenarios.
A I
Compare your workforce to competency requirements and identify what competency
O
needs will fulfill your organizational strategy.
•
l &
Streamline the compilation, analysis, and application of market rate data from
a
external, third party, salary surveys.
n
te r
This feature helps you develop market data to evaluate base compensation programs,
as well as other variable and benefits-related compensation. You can also publish
your new market rates to PeopleSoft HRMS.
• I n
Create or revise base pay structures that are aligned with your company’s pay
c l e strategy and assess the cost and impact of implementing new structures.
r a • Use your new base pay structures to evaluate changes to your company’s
compensation programs and publish your new base pay structures to PeopleSoft
O HRMS.

Describing Implementation Resources
Implementation Resources
You can find implementation and business process information for all PeopleSoft HRMS
applications in PeopleBooks.
Access the Customer Connection website for information about the:
• Interactive Services Repository.
• Setup Manager.
Slide 22 _______________________________________________________________________________________________________
Student Notes
PeopleSoft HRMS PeopleBooks

You can access related material by clicking the Help link in the upper-right corner of the
application page. The system displays the relevant information from the appropriate
PeopleBook.
n l y
PeopleBooks:
e O
This table lists the locations of additional information in PeopleSoft HRMS
Location
Getting started
Type of Information
U s
This chapter provides general implementation information. It also includes references
chapter
I
to additional sources of pertinent information including:
A
• General information about PeopleSoft Setup Manager.
O
• A list of setup components for which there is a component interface that can be
&
used with the Excel to Component Interface utility.
l
Navigation chapter
a
This chapter discusses the custom navigation pages that are delivered with
n
PeopleSoft HRMS applications.
Implementation
chapters
te r
These chapters discuss implementation concepts and tasks.
e
chaptersIn
Business process The remaining chapters that follow the implementation chapters discuss business
process considerations that are helpful to both implementers and power users.
c l Appendixes and The appendixes provide reference information about the reports and workflows that
a
report samples are delivered with the system. Samples of reports appear at the end of the appendixes.
O r


The Interactive Services Repository found in Customer Connection (in conjunction with
the application PeopleBooks) enables you to fully explore PeopleSoft integrations.
Setup Manager
The Setup Manager tool provides a setup task list with sequenced step-by-step tasks that
must be completed to properly configure a PeopleSoft application.
Note. The Setup Manager tool requires application development to define Setup Manager
system data before results can be generated.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
A I
______________________________________________________________________
O
______________________________________________________________________
l &
a
______________________________________________________________________
n
r
______________________________________________________________________
te
I n
______________________________________________________________________
cl e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Review
In this lesson, you learned that:
• The PeopleSoft HRMS system provides complete support for all your human
resources needs with functionality for recruiting candidates for jobs, tracking
training, employee skills, and education, administering a base benefits program, and
more.
• Self-service applications, which interface with the PeopleSoft Human Resources

system, are role-based and personalized to empower the individual.
• Enterprise Performance Management and Workforce Analytics is a comprehensive,

integrated analytic business solution that is designed to increase the value of an
organization by enabling people to make better decisions.
• You can use PeopleSoft HRMS PeopleBooks and the Customer Connection website
to find implementation, business process, integration and setup information.
Slide 23 _______________________________________________________________________________________________________
Student Notes
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
______________________________________________________________________
te r
______________________________________________________________________
I n
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
l y
______________________________________________________________________
n
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
______________________________________________________________________
te r
______________________________________________________________________
I n
c l e
______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Lesson 3
Navigating Through the

PeopleSoft System
Objectives
By the end of this lesson, you will be able to:
• Navigate through the PeopleSoft system.
• Describe elements of components.
• Retrieve data through the search page.
• View and update data within a record.
•
Assign and organize favorites.
Use PeopleBooks online help.

n l y
O
Slide 25 _______________________________________________________________________________________________________
e
Student Notes
U s
A I
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Navigating Through the PeopleSoft System Lesson 3
Navigating Through the PeopleSoft System
Using the Sign In Page

To sign in to PeopleSoft applications:
1. Launch the PeopleSoft application by opening your browser.
2. Enter your user ID and password.
3. Press the ENTER key, or click the Sign In button
Slide 26 _______________________________________________________________________________________________________
Student Notes
Page Used to Sign In to PeopleSoft Applications

Page Name Navigation
Sign In The page that appears when you access the PeopleSoft system.
Use this page to access the PeopleSoft system: n l y

e O
U s
A I
O
l &
n a
te r
I n
c l e
r a
O PeopleSoft Sign In page

Lesson 3 Navigating Through the PeopleSoft System
Note. The system assigns a default language to each user ID. To change the language for
a single session, click a language link on the Sign In page.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
n
______________________________________________________________________
I
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Navigating Through the PeopleSoft System (continued)
Portal Functionality
All PeopleSoft Enterprise 8.9 applications utilize portal functionality, which provides:
• A new and intuitive way to navigate around your HRMS application.
• Online flexibility to enable the user to choose from a variety of methods to access
information within the system.
Slide 27 _______________________________________________________________________________________________________
Student Notes
Portals
A portal is an entry point to access web-based application to help users be more efficient
in accessing information related to performing their jobs. At your home office however,
your PeopleSoft home page may look different due to the use of portal technology.
______________________________________________________________________ n l y
e O
______________________________________________________________________
U s
______________________________________________________________________
A I
______________________________________________________________________
O
&
______________________________________________________________________
l
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
c l e ______________________________________________________________________
r a
O ______________________________________________________________________
______________________________________________________________________

The Home Page

Home page menu navigation includes:
• A universal navigation header.
• A menu hierarchy of business process folders and content references.
• A view of the current location.
• User-specific links.
Slide 28 _______________________________________________________________________________________________________
Student Notes
Page Used to Begin Navigating the System

Page Name
Home
Navigation
n l y
Enter your User ID and Password on the PeopleSoft Sign In page.
e O
This is an example of the Home page:
U s
A I
O
l &
n a
te r
I n
c l e
r a
O Example of the Home page

Navigation Structure
PeopleSoft applications comprise a navigational structure that includes business
processes, components (groups of pages), and individual pages. Using these elements,
you can enter new data or change, delete, and modify the existing data in your
application. Working with PeopleSoft Pure Internet Architecture (PIA) is similar to
browsing web pages and is an intuitive way of working with your database.
The main level, also known as Home, contains a general list of the areas to which you
can link in that application. From this point you can expand any business process folder
to access additional folders. A business process is a complete business task that consists
of one or more activities or of other business processes. A business process might include
work that is done by multiple users and work that occurs over time in several stages. You
can also access content references that open transaction pages. There are also user-
specific links, such as: My Favorites, Change My Password, My Personalizations, and
My System Profile.
A triangle before a folder indicates that there are more levels to view under that heading.
A minus sign before a folder indicates that the folder has expanded as far as possible and
you are viewing all of the related business processes.
Elements of PIA
Basic elements that are used in (PIA) include:
• Menu Pagelets
•
Navigation Pages
A Universal Navigation Header n l y

• Business Processes
e O
• Components
U s
• Keys
A I
• Pages
O
• Links
l &
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

The Menu Pagelet

Navigation using the menu pagelet consists of a hierarchy of business process folders and
content references. Expanding and collapsing these folders are the primary means of
getting around your PeopleSoft application.
Slide 29 _______________________________________________________________________________________________________
Student Notes
The Menu Pagelet

This is an example of the menu pagelet:
n l y
e O
U s
A I
O
l &
n a
te r
I n
c l e
r a Example of the menu pagelet

Navigating Using the Menu Pagelet

Menu pagelets display hierarchical navigation in the PeopleSoft Internet Architecture.
The menu pagelet contains links to content references that enable access to transaction
pages.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________ n l y
e O
______________________________________________________________________
U s
A I
______________________________________________________________________
______________________________________________________________________
O
&
______________________________________________________________________
l
n a
______________________________________________________________________
te r
______________________________________________________________________
I n
______________________________________________________________________
c l e
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Navigation Pages
You access navigation pages by clicking a folder in the menu pagelet. Elements
embedded in the folder, including content references and other folders, are arranged in a
graphical format on a navigation page displayed to the right of the menu pagelet.
Slide 30 _______________________________________________________________________________________________________
Student Notes
Example: Navigation Page

This is an example of navigation pages:
n l y
e O
U s
A I
O
l &
n a
r
Example of navigation pages
te
I n
Navigation Pages
c l e
In addition to the menu pagelet, PeopleSoft applications may include navigation pages,
which serve as alternatives to the menu pagelet. These navigation pages provide a user-
r a friendly navigation tool in the form of task-driven pages that provide intuitive access to
pages needed to complete your business processes.
O Configuring Navigation Pages
You can configure navigation pages to incorporate the use of icons to further increase the
user's ability to intuitively navigate their tasks by clicking the Edit xxx Folder link in the
upper right hand corner of the navigation page.

Universal Navigation Header

The universal navigation header appears at the top of every page and includes the
following options:
Slide 31 _______________________________________________________________________________________________________
Student Notes
Universal Navigation Header Options

This table lists the options available in the universal navigation header:
Option Description
Home
Worklist
Return to the default homepage.
n l y
If the organization has implemented workflow, click
O
Worklist to access the items on your personal
worklist. This takes you to the PeopleTools delivered
worklist page.
e
Add to Favorites
s
Add this page to your favorites list. Favorites are
U
similar to standard browser bookmarks for frequently
A Iused folders and pages. Once a favorite is added, it is

maintained in the My Favorites folder in the left-
O hand navigation. Favorites are specific to the user

ID.
l&
Sign out Terminate a user session. This returns you to the
Sign In page.
n a
t e r
e In
______________________________________________________________________
c l ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

The Pagebar
The Pagebar is directly below the Universal Navigation Header and contains the
following links and icon:
Slide 32 _______________________________________________________________________________________________________
Student Notes
Pagebar Links and Icon

The following table describes pagebar links and icon:
Pagebar Description
New Window
canceling the component

n l y
The New Window link enables you to work on one
page and view another page without saving or
Help
O
The Help link provides access to the PeopleBooks
e
online library. You can access context-sensitive
U s
online help, navigate through books and chapters,
and access information through the table of contents,
Customize Page
A I
index, and search functionalities.
The page customization feature helps you tailor your
O transactions to specific business processes and to

customize your personal data entry style.
l&
Http Clicking the Http icon enables you to copy the
complete address (URL) to the clipboard.
n a
t e r
e In
Opening a New Window
You can open a window by using any of these methods:
c l • Using the Alt+9+Enter key shortcut.
r a • Clicking the New Window link.

O Note. Some of these links are only available when you access a page.

Personalizing the Homepage

Use the Personalize Content and Personalize Layout pages to add and arrange homepage
content:
Slide 33 _______________________________________________________________________________________________________
Student Notes
Pages Used to Personalize the Homepage

Personalize Content Click the Content link on the homepage.
Personalize Layout Click the Layout link on the homepage.
n l y
•
e O
Use this page to select the items that you want to appear on the homepage:
U s
A I
O
l &
n a
te r
I n
c l e
r a
O

Personalize Content page
• Use this page to configure the layout of the homepage:
n l y
e O
U s
A I
O
l &
n a
te r
I n
c l e
r a
O Personalize Layout page

Personalizing Content
Use the Personalize Content page to personalize your welcome message and add or
remove content choices (pagelets) from the Home page. Security settings determine the
available choices for your home page.
After selecting content, you can arrange it on the Personalize Layout page.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
e O
______________________________________________________________________
U s
______________________________________________________________________
A I
______________________________________________________________________
O
&
______________________________________________________________________
l
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Setting Your System Profile

Use the General Profile Information page to:
• Change your password.
• Set language preferences.
• Edit your email address.
• Identify an alternate user.
Slide 34 _______________________________________________________________________________________________________
Student Notes
Page Used to Set Up Your System Profile

Page Name
General Profile Information
Navigation
n l y
Click the My System Profile link at bottom of the menu pagelet.
e O
Use this page to set up your system profile:
U s
A I
O
l &
n a
te r
I n
c l e
r a
O

n l y
e O
U s
General Profile Information page
A I
Password
O
&
Click one of the following links, which are self-service options related to passwords:
l
• Change password.
n a
•
r
Change or set up forgotten password help.
te
n
Personalizations
I
c l e
This region lists your current language setting and enables you to change the language
setting for your reports and email. You can also select the currency code for the currency
r a symbol and decimal placement to display on pages when you enter currency values.
Email
O Click the Edit Email Addresses link to edit your current email address or enter additional
email types such as home or business. The Email Addresses page contains a grid where
you can enter up to five addresses.

Alternate User
If you are going to be on vacation or some other type of temporary leave, you can add the
user ID of a colleague who is looking after your tasks in your absence. Select the
alternate user ID and enter the dates during which you want the alternate ID to be active.
After that time has passed, your tasks are automatically routed back to you.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
A I
______________________________________________________________________
O
______________________________________________________________________
l &
a
______________________________________________________________________
n
r
______________________________________________________________________
te
I n
______________________________________________________________________
cl e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Personalizing How Data is Displayed

You can personalize the following:
• General Options.
• Regional Settings.
• System and Application Messages.
• Navigation Personalizations.
Slide 35 _______________________________________________________________________________________________________
Student Notes
Page Used to Personalize How Data is Displayed

Page Name
Personalizations
Navigation
n l y
Click the My Personalizations link at bottom of the menu pagelet..
e O
Use this page to personalize how data is displayed:
U s
A I
O
l &
n a
te r
I n
c l e
r a
O
Personalizations page

Personalization Categories
The following table describes personalization categories:
Personalization Categories Description

General Options Sets accessibility features and multilanguage entry.
Regional Settings Personalizes date and time formats.
System and Application Messages Sets options for receiving messages when confirming
a save action or leaving a page without saving.
Navigation Personalizations Sets default values for tabs and how the navigation
collapses.
Note. The system provides a Save Confirm message by default.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
A I
______________________________________________________________________
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
cl e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Navigating to Specific Countries

PeopleSoft Enterprise HRMS applications have the ability to provide global
functionality. The navigation structure contains folders, components and pages that are
specific to particular countries.
Slide 36 _______________________________________________________________________________________________________
Student Notes
Page Used to Navigate to Specific Countries

Workforce Monitoring Expand Workforce Monitoring on the menu pagelet.
Use this page to navigate to specific countries:
n l y
e O
U s
A I
O
l &
n a
te r
I n
Localized Navigation
c l e
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Describing Elements of Components
Characteristics of Pages in Components

Pages in components have the following characteristics:
• They are usually related.
• The system treats them as a single entity when you save data.
Slide 37 _______________________________________________________________________________________________________
Student Notes
Example: Job Data Component

This example shows the pages in the Job Data component:
n l y
e O
U s
A I
O
l &
n a
te r
I n
c l e
Work Location page
r a
O Components
Components consist of one or more pages in the same window, which facilitates viewing
and entering data. You can navigate through a component using page tabs, links at the
bottom of the page, or access keys.

Explicit Saving
When you modify a page, you must click Save to commit your changes to the database. If
you attempt to exit the page without saving (for example, by clicking a content reference
in the menu or by clicking a toolbar button such as Next in List), the system warns you to
save your changes.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
cl e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Describing Elements of Components (continued)
Page Elements
Pages include the following elements:
• Aesthetic
• Functional
• Data Entry Fields
• Prompt Buttons
Slide 38 _______________________________________________________________________________________________________
Student Notes
Aesthetic Elements
Aesthetic elements provide organization and emphasis for the fields and other
information on a page and include:
n l y
•
•
Frames
Group boxes
e O
• Horizontal rules
U s
• Static images
A I
• Static text
O
Functional Elements
l &
n a
Functional elements are controls that perform particular functions, which include:
• Buttons
te r
•
I nLinks
cl e
• Toolbars
r a Data Entry Fields
O Data-entry elements are always associated with specific database fields and include:
• Check boxes
• Edit boxes and long edit boxes

• Radio buttons
• Drop-down list boxes
• Drop-down calendars
• Grids and scroll areas
Prompt Buttons
During data entry, clicking a prompt button:
• Provides users with a list of valid values for a field.
Restricts the values entered into the field to those defined in the prompt table.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
te r
______________________________________________________________________
______________________________________________________________________
I n
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Describing Elements of Components (continued)
Scroll Areas and Grids

Scroll areas and grids can appear:
• Above and below one another.
• Side-by-side.
• Nested (contained within one another).
Slide 39 _______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
e O
______________________________________________________________________
U s
______________________________________________________________________
A I
______________________________________________________________________
O
______________________________________________________________________
l &
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Retrieving Data Through the Search Page
Retrieving Personal Data

To search for existing values of data, you can use:
• The advanced search option, which allows any combination of keys.
• The basic search option, which enables you to search on any single search key.
Slide 40 _______________________________________________________________________________________________________
Student Notes
Page Used to Retrieve Personal Data

Personal Data Workforce Administration, Personal Information, Modify a Person
• Use this Advanced Search page to retrieve personal Data:

n l y
e O
U s
A I
O
l &
n a
te r
I n
c l e
Personal Data advanced search page
r a • Use this Basic Search page to retrieve personal Data:

O

Personal Data basic search page
Search Pages
To find existing values of data you must use a search. A search displays when you select
a component or a prompt. Typically, you will have various field values available so that
you can complete a search. Values you enter identify the data rows you want to display
on the selected page. The more fields or characters you entered, the more specific your
search results become.
Hot Keys for the Search Page

The following table describes hot keys to use with search pages:
Hot Keys Description

n l y
ENTER
ALT + \
e O
Activates the Search button feature
Toggle between Find an Existing Value and Add a
New Value
U s
A I
O
Note. In Netscape 6, the access keys function as hot keys. Therefore, ALT + 9 and ALT \
objects.
l &
will not function properly. These keys typically enable users to toggle between multiple
n a
te r
Using Search Operators
I n
You can narrow your search results by using the following search operators: begins with,
contains, =, not =, <, <=, >, >=, between, and in.
cl e
If you do not enter complete information in the search box, you can click the search
button or press Enter to access a list of results. Some pages require you to enter a partial
r a key entry before you click Search or press Enter. The partial key entry requirement might
be associated with the potential volume of the search.
O Note. If you do not enter keys on a table that has the potential to be quite large,
processing time is greatly affected. Therefore, requiring at least a partial entry narrows
the search and can dramatically improves search time.

Search Results
The Search Results list displays all rows in the table that match the partial entries you
have specified in the search area. You can scroll through the search list to find the value
that you are interested in viewing and select the row of data that you want to view.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
______________________________________________________________________
te r
______________________________________________________________________
I n
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Retrieving Data Through the Search Page (continued)
Saving Searches
If you perform the same search frequently, you can save the search so that it can be
recreated easily.
To create a saved search:
1. Enter the search criteria.
2. Enter a name for the search.
3. Click the Save Search Criteria link.
Slide 41 _______________________________________________________________________________________________________
Student Notes
Example: Page Used to Save Search Criteria

Use the Save Search As page to save search criteria:
n l y
e O
U s
A I
O
l &
n a
te r
I n
cl e
Job Data – Save Search As page
r a
O Note. Searches are saved under the user ID.

Retrieving Data Through the Search Page (continued)
Using Wildcards on Search Pages

The following diagram lists wildcards that you can use to increase search options:
Wildcard Functions
% (percent sign) Replaces Any number of positions.
_ (underscore) Replaces only ONE position.
\ (back slash) Escape character—don't treat the next position as a

wildcard.
Slide 42 _______________________________________________________________________________________________________
Student Notes
Using Wildcards to Search
y
You can enter a full value or a partial value for any key field. The system displays all
l
rows of data that begin with the string of characters you entered. However, if you do not
n
find the correct selection in your list box, or if you are uncertain of the search values, you
can use wildcards to expand your search options.
e O
U s
______________________________________________________________________
A I
______________________________________________________________________
O
______________________________________________________________________
l &
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
cl e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Activity 1: Navigating and Searching in PeopleSoft

In this activity, you will review the activity overview and use learn how to navigate and
search in PeopleSoft applications.
See Introduction to PeopleSoft for HRMS: Activity Guide, lesson 3, Navigating Through
the PeopleSoft System,” Activity 1: Navigating and Searching in PeopleSoft.
Slide 43 _______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
U s
______________________________________________________________________
A I
______________________________________________________________________
O
______________________________________________________________________
l &
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
cl e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Viewing and Updating Data Within a Record
Viewing Personal Data

The Biographical Details page shows the results of the search that you completed by
using the search fields. You can view or update this data record.
Slide 44 _______________________________________________________________________________________________________
Student Notes
Page Used to View Personal Data

Biographical Details • Workforce Administration, Personal Information, Modify a Person
• Workforce Administration, Personal Information, Biographical, Modify a
Person
Use this page to view personal data:

n l y
e O
U s
A I
O
l &
n a
te r
I n
c l e
r a
O

n l y
e O
Biographical Details page
U s
Note. Each page defaults to Update/Display.
A I
O
l &
Collapsing and Expanding Sections
You can view national sections in a collapsible data area. The system collapses the group
a
box into a small image (a flag) that the user must click to expand.
n
Field Types
te r
I n
This tables lists types of fields:
cl e
Field Type Example
ra
Edit Box with Formats Date of Birth
Edit Box Birth Location
O Drop Down with a Prompt

Check Box
Gender
Full-Time Student

Viewing and Updating Data Within a Record (continued)
Navigational Features in Grids and Scroll Areas

PeopleSoft applications use navigation buttons and links in grids and scroll areas instead
of a scroll bar to scroll through the rows of data.
These buttons or links appear in the navigation header, within the row itself, or to the
right of the tabs in a tabbed grid.
Slide 45 _______________________________________________________________________________________________________
Student Notes
Example: Navigational Features of Grid and Scroll Areas

This is an example of grid and scroll area navigation:
n l y
e O
U s
A I
O
l &
n a
te r
Example of grid and scroll area navigation
I n
cl e
The Find Feature
r a The Find feature on the grid or scroll area enables you to locate specific data, which is
particularly useful if your table contains hundreds of rows. Note that this feature enables
O you to search the data within the grid or scroll area only. The find feature looks for
matches in edit boxes, display-only fields, disabled or shaded fields, dynamic links, or
text in long edit boxes. It does not find column headings, field labels, text values on
icons, static links, and hidden fields.

The Find link represents the find feature in the navigation bar of your grid or scroll area.
When you click the Find link, a dialog box appears, prompting you to enter your search
string. The find feature searches through all rows of data in the buffer and brings the first
occurrence in your search string to the top of the row list in the grid. To find the next
occurrence, click the Find link and enter your search string again.
View All
Click the View All link to display the maximum number of rows available to be viewed
at once on a page.
First and Last
Click the First link to access the first row of data or the Last link to access the last row of
data.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
______________________________________________________________________
te r
______________________________________________________________________
I n
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Customizing Grids
For most grids, you can customize:
• Column order.
• Sort order.
• Columns to freeze.
• Columns to hide.
You can also choose to share your grid customizations with other users or copy another
users settings.
Slide 46 _______________________________________________________________________________________________________
Student Notes
Page Used to Personalize Customize Grids

n l y
Page Name
Personalize Column and
Navigation
e O
Click the Customize link in the navigation header of the grid.
Soft Order
U s
A I
Use this page to personalize column and soft order to customize grids:
O
l &
n a
te r
I n
c l e
r a
O Personalize Column and Sort Order page

Note. Any personalizations that you make remain for that grid until you change them.
Customizing Grids
For most grids, you can customize the order of the columns, the sort order, which
columns are frozen, and which columns are hidden. You can also choose to share your
grid customizations with other users or copy another users settings. You control these
settings on the Personalize Column and Sort Order page, which is accessed by clicking
the Customize link in the header or footer bar of the grid. Any personalizations that you
make remain for that grid until you change them.
Downloading Grid Data

Some grids enable you to download grid data to a Microsoft Excel spreadsheet. The
download feature extracts all active, unhidden rows regardless of whether or not the rows
are visible on your screen.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
te r
______________________________________________________________________
______________________________________________________________________
I n
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Access Keys
Access keys move the focus of your cursor to a particular button on a page. Press enter to
carry out the command; this is the equivalent of clicking the appropriate button.
Slide 47 _______________________________________________________________________________________________________
Student Notes
Access Keys
The following table outlines the shortcuts that you may use in place of clicking the
equivalent action button:
Access Key Action

Alt+9 ENTER Accesses the Help line.
Alt+ \ ENTER Toggles between Update/Display, Include History,
Ctrl+ Z ENTER
transaction page.
Accesses the menu search box. n y
and Correct History action modes on the toolbar on a
l
ALT + Underlined letter O
Move to specific tab or page (for example, Alt+E
e
navigates to the Eligibility/Identity page). This
U s
shortcut key might highlight the corresponding links
at the bottom of the page. Repeat the shortcut key
A I
and the system highlights the next hyperlink on the
page and continues until you return to its original
O
location.
SHIFT + END Highlight a field when the cursor is at the beginning
l & of the line.

SHIFT + HOME
a Highlight a field if the cursor is at the end of the line.
TAB
SHIFT + TAB
t e rn Move to the next field.
Move to previous field.
I n
c l e
Note. Some access keys have multiple actions assigned to them, and the usage depends
r a on the currently active page.

Hot Keys
Hot keys perform immediate actions without having to press the Enter key. When the hot
keys are pressed, the designated actions occur. Several hot keys perform different
functions depending on the page that you are on, such as a transaction page or a search
page.
Slide 48 _______________________________________________________________________________________________________
Student Notes
Hot Keys
The following table describes hot keys:
Key Selection Function

ALT+1 Saves a page in a transaction.
lookup page.
n y
Moves to the Search or Add button on a search or
l
Moves to the OK button on a secondary page.
ALT+2 O
Returns to the search page from the transaction page.
e
ALT+3
s
View the next row in the list when the button is
active.
U
ALT+4
A I
View the previous row the in list when the button is
active.
ALT+5
O Accesses the Look Up page.
ALT+6
l & Opens the calendar prompt.
Opens the pop-up window on a page.
ALT+7
n a Inserts one or more rows in a grid or scroll area.
ALT+8
ALT+0
te r Deletes a row in a grid or scroll area.
When in Expert Entry mode, activates the Refresh
I n button, which validates the data entered on the page.
c l e
ALT+ .
ALT+ ,
View the next set of rows in a grid or scroll area.
View a previous set of rows in a grid or scroll area.
r a ALT+ / Finds data in a grid or scroll area.
O ALT+ ’
ALT+ /
View all rows of data in a grid, scroll area, or search
page results list.
Toggles between Add a New Value and Find an
Existing Value on a search page.


CTRL+ J Displays the system information page.
CTRL+ K When on a search or transaction page, accesses a
page with a list of keyboard navigation shortcuts
using hot keys and access keys.
CTRL+ Y Toggles the menu pagelet between collapse and
expand.
CTRL+ TAB Toggles the focus through the frame set.
ENTER Activates the OK button, where appropriate.
On a search page, activates the Search button.
On a lookup page, activates the Look Up button.
ESC Activates the Cancel button, where appropriate.
Note. The list of hot keys applies only to the buttons that are available for the page on
which you are working and might not be relevant to all pages.
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
n
______________________________________________________________________
I
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Inserting and Deleting Data

You can insert rows of data to include all applicable values and details using the Insert
and Delete buttons. These buttons are commonly associated with scroll areas.
Slide 49 _______________________________________________________________________________________________________
Student Notes
Example: Pages Used to View Emergency Contact Information

Contact Address/Phone Workforce Administration, Personal Information, Personal Relationships,
Emergency Contact
Other Phone Numbers Workforce Administration, Personal Information, Personal Relationships,
Emergency Contact
Use the insert and delete buttons to insert or delete rows of data:
n l y
e O
U s
A I
O
l &
n a
te r
I n
cl e
Other Phone Numbers page
r a
O Parent-Child Relationships of Data on Pages
Grids and scroll bars on a page create a parent-child data relationship in which:
• You can add or delete child data.

• You cannot change the high-level key.
• Explaining Scroll Area Hot Keys move to student notes above
You can use the following hot key selections in grid and scroll areas:

ALT + 7 Inserts a row from where your cursor is.
ALT + 8 Deletes a row from where your cursor is.
ALT + < Moves to the previous row.
ALT + > Moves to the next row.
ALT + ? Finds the next link
ALT + ’ Toggles between rows of data.
Note. It is not necessary to use the SHIFT key to type the <, >, and ? symbols on your
keyboard.
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Activity 2: Inserting a Row

In this activity, you will review the activity overview and insert a row on a record.
See Introduction to PeopleSoft for HRMS: Activity Guide, lesson 3, Navigating Through
the PeopleSoft System,” Activity 2: Inserting a Row.
Slide 50 _______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
te r
______________________________________________________________________
______________________________________________________________________
I n
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Viewing and Updating Data within a Record (continued)
Viewing Country Specific Information

Within pages, a flag icon designates information that is associated with a specific
country.
Slide 51 _______________________________________________________________________________________________________
Student Notes
Example of Country-Specific Information

The following graphic shows expandable sections that contain information associated
with that country:
n l y
e O
U s
A I
O
l &
n a
te r
I n
c l e
r a Regional page
O

Assigning and Organizing Favorites
Assigning Favorites
Favorites enable you to create bookmarks for pages that you use frequently. You can add
an open page to your Favorites folder to facilitate quick access to the page by using the
Add to Favorites option.
Slide 52 _______________________________________________________________________________________________________
Student Notes
Page Used to Assign Favorites

Add to Favorites Click the Add to Favorites link on the Home page navigational header
Use this page to assign a bookmark:
n l y
e O
U s
A I
O
l &
n a
te r
I n
Add to Favorites page
c l e
Using Favorites
r a When you create Favorites, they:
O • Are specific to the user ID.
• Record the component but not the key.

• Can be modified to reflect a naming convention of your choice.
• Stay until you delete it from your favorites list.
Note. When you use Favorites to retrieve data, the system displays the search page.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
e O
______________________________________________________________________
U s
______________________________________________________________________
A I
______________________________________________________________________
O
______________________________________________________________________
l &
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Assigning and Organizing Favorites (continued)
Editing Favorites
You can use the Edit Favorites page to rename, delete, or modify the sequence in which
Favorites appear on the menu pagelet. You can also edit saved favorites when a URL is
updated or deleted.
Slide 53 _______________________________________________________________________________________________________
Student Notes
Page Used to Edit Favorites

Edit Favorites My Favorites, Edit Favorites
Use this page to edit favorites:
n l y
e O
U s
A I
O
l &
n a
te r
I n
c l e
r a
O
Edit Favorites page

Using the Edit Favorites page

The Edit Favorites page displays a grid with the favorites that you selected and their
sequence numbers. If there are no favorites currently saved, a message indicates this in
place of the Favorites grid.
To edit the My Favorites list:
1. Locate the favorite that you want to modify, and make your changes.
2. Save your changes.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
n
______________________________________________________________________
I
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Activity 3: Adding a Favorite

In this activity, you will review the activity overview and add the Update Personal Data
page to your Favorites.
See Introduction to PeopleSoft for HRMS: Activity Guide, lesson 3, “Navigating Through
the PeopleSoft System,” Activity 3: Adding a Favorite.
Slide 54 _______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
U s
______________________________________________________________________
A I
______________________________________________________________________
O
______________________________________________________________________
l &
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
cl e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Using PeopleBooks Online Help
Using Online Help

Use the Help link to navigate to the PeopleBooks online library, which enables you to:
• Access context-sensitive online help.
• Navigate through books and chapters.
• Access information through the table of contents, index, and search functionalities.
Slide 55 _______________________________________________________________________________________________________
Student Notes
PeopleBooks Online Library

The PeopleBooks library is an HTML-based website that contains comprehensive
documentation about PeopleTools and PeopleSoft applications. You can use the
Example: Using the Help Link n l y

documentation as a research library and as a context-sensitive online help system.
O
This example shows the Help link in the Universal Navigation Header on the right side at
e
the top of the page:
U s
A I
O
l &
n a
te r
I n
c l e
r a
O

Work Location page
______________________________________________________________________
n l y
______________________________________________________________________
e O
______________________________________________________________________
U s
______________________________________________________________________
A I
______________________________________________________________________
O
&
______________________________________________________________________
l
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Using PeopleBooks Online Help (continued)
Describing PeopleBooks Interface

The PeopleBooks interface has three main parts:
• Document pane
• Navigation pane
• Reference pane
Slide 56 _______________________________________________________________________________________________________
Student Notes
Example: PeopleBook Interface

This example shows the resulting link to PeopleBooks from the Work Location page of
the Job Data component:
n l y
e O
U s
A I
O
l &
n a
te r
I n
c l e
PeopleBooks Interface
r a
O PeopleBooks
PeopleBooks provides standard navigation and search capabilities, including an
expandable table of contents, a keyword index, and full-text search.

Three Main Parts of the PeopleBooks Interface

The PeopleBooks interface has three main parts:
Pane Description
Document pane The system displays the document in the document
pane. This document is the HTML file that
corresponds to a book section or lesson.
Navigation pane The navigation pane contains a set of display options
and navigation controls. The dark blue text at the top
of the pane indicates the current PeopleBook title. In
the navigation path at the bottom of the pane, the
bolded text shows the current lesson name.
Reference pane On the left side of the screen, a reference pane
contains the Contents, Index, and Search tabs. Use
these tabs for exploring the document or locating a
specific topic.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
n
______________________________________________________________________
I
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Describing Search Mechanisms in PeopleBooks

You can find information using the reference interface of the PeopleBooks online library
by selecting one of the following tabs:
• Contents
• Index
• Search
Slide 57 _______________________________________________________________________________________________________
Student Notes
Example: Using the Reference Interface

This example shows search options in the PeopleBooks online library:
n l y
e O
U s
A I
O
l &
n a
te r
I n
c l e
r a
O

PeopleBooks reference interface

n l y
e O
Reference Interface Tabs
U
This table defines the search functionality of each tab: s
Tab
A I
Functionality
Contents
O Drill down the hierarchy to subordinate sections by
clicking a link on the Contents tab.
Index
a l& Search the keyword index of the current

PeopleBook. When you select the Index tab, the
Search
r n index keywords for the active PeopleBook appear.
Perform a full-text search of the current PeopleBook.
t e After selecting the Search tab, type the text that you
In
want to search for, and click the Search button.
You can perform a full-text search of the current
c l e PeopleBook or the entire PeopleBook library.

Use the PeopleBooks Library: Advanced Search
r a page to select an individual book to search and to

define how you want to format the search results.

Advanced Searches
You can conduct advanced searches in the PeopleBooks Library by clicking the
Advanced Search link from the search page of the PeopleBooks reference interface.
Slide 58 _______________________________________________________________________________________________________
Student Notes
Page Used to Conduct Advanced Searches

PeopleBooks Library: Click the Advanced Search link on the Search page of the PeopleBooks
Advanced Search reference interface.
Use this page to conduct advanced searches:
n l y
e O
U s
A I
O
l &
n a
te r
PeopleBooks Library: Advanced Search page
I n
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Review
• You navigate in the PeopleSoft system by accessing components.
• Components are made up of aesthetic and functional elements.
• A variety of search methods exist to help you retrieve data, which including the use
of wildcards.
• You can use various methods to view and update data within a record, such as
customizing grids.
• Favorites enable you to create bookmarks for pages that you use frequently.
• To access PeopleBooks online, select Help from the navigation header.
Slide 59 _______________________________________________________________________________________________________
Student Notes
Additional Resources
n l y
This table lists additional resources that provide more details about the topics that we
have discussed in this lesson:
e O
Topic
Using the Sign In Page
See
U s
PeopleSoft Enterprise PeopleTools 8.45 PeopleBook: Using PeopleSoft
Universal Navigation
A I
Applications PeopleBook, “Working With Browser-Based Applications”
Header
O
Applications PeopleBook, “Working With Browser-Based Applications”
Navigational Features in
Grids and Scroll Areas
l &
PeopleSoft Enterprise PeopleTools 8.45 PeopleBook: “Using PeopleSoft
Applications,” Using Grid and Scroll Area Controls
Personalizing How Data is
n a
Displayed
te r
Retrieving Personal Data
Applications PeopleBook, “Setting User Preferences”
I n
Using Wildcards on Search
Applications, “Using Keys and Search Pages”
c l e
Pages Applications, “Using Keys and Search Pages”
r a
O

Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
l y
______________________________________________________________________
n
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
na
______________________________________________________________________
te r
______________________________________________________________________
I n
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Lesson 4
Understanding the System

Structure
Objectives
• Explain PeopleSoft Pure Internet Architecture (PIA).
• Describe the structure of PeopleSoft tables and relational databases.
• Explain effective dating.
• Describe action types.
Slide 61 _______________________________________________________________________________________________________
n l y
Student Notes
e O
U s
______________________________________________________________________
A I
______________________________________________________________________
O
______________________________________________________________________
l &
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Understanding the System Structure Lesson 4
Explaining PeopleSoft Pure Internet Architecture
PeopleSoft Pure Internet Architecture (PIA)

This diagram illustrates PeopleSoft Pure Internet Architecture functionality:
Browser Web Server Application Server Database Server
PeopleSoft System
Web Services SQL
HTML Services Catalog
PeopleTools
Java Services Tuxedo/Jolt

HTML 4 JOLT Application
Compatible Data
Browser
Slide 62 _______________________________________________________________________________________________________
Student Notes n l y
e O
PIA Structure
PIA is made up of the following components:
U s
• Web browser
A I
• Web server
O
• Application server
l &
• Database server
n a
te r
I n
______________________________________________________________________
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Lesson 4 Understanding the System Structure
Describing the Structure of PeopleSoft Tables and Relational Databases
Relational Databases
A relational database consists of a series of tables that store various types of information
and offers these advantages by:
• Minimizing data redundancy.
• Maintaining data integrity.
• Increasing efficiency in data entry.
• Enabling flexibility of data retrieval.
Slide 63 _______________________________________________________________________________________________________
Student Notes
Tables
n l y
All PeopleSoft applications store information in tables. These tables consist of horizontal
rows and vertical columns and resemble he layout of a spreadsheet. The columns are
represented by the fields that you see on PeopleSoft application pages. The rows contain
e O
the entries you make in each field. Although fields might appear in several different
pages throughout a PeopleSoft application, the data might represent only one row in a
table.
U s
EmplID Effective First
A I
The following diagram represents a row of information on a table:
Last Name Address City

Date Name
O
l&
KC0020 December Allan Hawkins 10588 121 Street Calgary
4, 1999 NW
n a
t e r
e In
Note. Developers might use the term record instead of row. In PeopleSoft applications, a
c l record is the definition of either a table or a table view.
O ra Sharing Data Stored in Tables
The Data that is stored in a table has a logical relationship. Data about an item, such as
country, is stored in one table. This Data could be used on multiple application pages.

Describing the Structure of PeopleSoft Tables and Relational Databases

(continued)
Identifying Key Fields

The following diagram shows key fields:
Key Field Key Field

EmplID Effective First Name Last Name Street City
Date
KC0020 December 4, Allan Hawkins 10588 121 Street NW Calgary
1999
KC0021 March 16,1980 Craig Davies 2580 Anderson Road Vancouver
SW
Search Key Search Key Search Key
Slide 64 _______________________________________________________________________________________________________
Student Notes
n l y
Defining a Key
e O
U s
To differentiate among rows of data within a table, the system reads a key. A key is one
or more columns that is designated to uniquely identify each row. Some tables contain
only one column as the key.
A I
O
______________________________________________________________________
l &
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
cl e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Explaining Effective Dating
Defining Effective Dates

This diagram illustrates history, current, and future effective dates:
Effective Date
March 1 System Date: May 3
March 2
April 3
History Rows: Earlier than the Current Row
April 4
May 1
May 2
May 3 Current Row: Earlier than or equal to the System Date
n l y
May 4
Future Rows: Later than the Current Row
e O
May 5
U s
I
Slide 65 _______________________________________________________________________________________________________
A
Student Notes
O
l &
Types of Effective-Dated Rows in Tables
n a
This table shows the three basic types effective-dated rows:
te r
Effective-Dated Row Type Description
e
History
In Data rows with effective dates that are earlier than
the effective date of the current data row. There can
c l Current
be more than one history row.
The data row with the most current effective date
r a that is earlier than or equal to the system date. Only

one row is the current row.
O Future Data rows with effective dates that are later than the
effective date of the current data row. There can be
more than one future row.

Purpose of Effective Dates

Effective dates enable you to store historical, current, and future information in tables.
You can use the information to view current data or project future trends. The system
categorizes effective-dated rows into three basic types.
Effective dates:
• Specify when data goes into effect.
• Enable you to keep history on data.
• Ensure data is valid at a given point in time.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Explaining Effective Dating (continued)
Century Defaults
The following defaults apply when a two-digit year is entered into the system:
The century defaults to 2000 For date ranges ending with 0-50
The century defaults to 1900 For date ranges ending with 51 +
Slide 66 _______________________________________________________________________________________________________
Student Notes
Century Dates
The year is stored as a four-digit value. If a user enters only two digits for a year, the
PeopleSoft system sets the century to “20” if the two digit year entered is less than 50.
Otherwise, it sets the century to “19” for two digit years 51 or greater.
For example, the user enters 011560 in a date field. The system displays this entry as
l y
01/15/1960. The user enters 011549 and the system displays this entry as 01/15/2049.
n
e O
______________________________________________________________________
U s
______________________________________________________________________
A I
______________________________________________________________________
O
______________________________________________________________________
l &
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Describing Action Types
Using Action Types

When you retrieve, modify, or insert rows in a table, the following action types apply
specific rules based on the effective date:
• Add
• Update/Display
• Include History
• Correct History
Slide 67 _______________________________________________________________________________________________________
Student Notes
Four Action Types

This table describes the four action types used to view or modify information:
n l y
Action Type
Add
Definition
e O
Adds a new current row.
Update/Display
s
Retrieves only current and future rows. You can
U
change future rows but not current rows. You can
Include History
A I
also add a new current row.
Retrieves all rows. However, you can make changes
O to future rows only. You can also add a new current

row.
Correct History
a l& Retrieves all rows and enables you to change or

correct any row and insert new rows regardless of
r n the effective date or sequence number.
t e
e In
Note. Based on the user and level of security a person is given on the system, not all of
c l the four options may be available.
r a
O Adding Versus Inserting a Row
You use the Add action to create new rows with new search keys in a table. Search keys
uniquely identify a row of data. For example, when you add a new department, the
system creates the new value as a new search key in the Department table.

When you click the Insert a Row button, the system does not create a new search key.
Instead, it copies the existing data to a new row. You then update information on the new
row.
When you insert a new row into an effective-dated table, the existing information is
copied into the new row and identified by the system date, which is usually the system
date. To change the date, enter a new date on which you want the change to go into
effect.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
n
______________________________________________________________________
I
cl e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Activity 4: Working With Action Types

In this activity, you will review the activity overview and:
1. List and define types of effective dated rows.
2. Identify how action types relate to effective dated rows of information.
See Introduction to PeopleSoft for HRMS: Activity Guide, lesson 4, “Understanding

System Structure,” Activity 4: Working With Action Types.
Slide 68 _______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
e O
______________________________________________________________________
U s
______________________________________________________________________
A I
______________________________________________________________________
O
______________________________________________________________________
l &
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Activity 5: Effective Dating

In this activity, you will review the activity overview and answer questions about:
1. Identifying the correct effective date category.
2. Adding a new job code.

System Structure,” Activity 5: Effective Dating.
Slide 69 _______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
e O
______________________________________________________________________
U s
______________________________________________________________________
A I
______________________________________________________________________
O
______________________________________________________________________
l &
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Activity 6: Working With Action Types II

In this activity, you will review the activity overview and update a job code.

System Structure,” Activity 6: Working With Action Types II.
Slide 70 _______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
te r
______________________________________________________________________
______________________________________________________________________
I n
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Review
• PIA is made up of several components, including the web browser, web server,
application server, and database server.
• Relational databases are made up of a series of tables, which store data. These tables
are made up of columns and rows. Rows of data are uniquely identified in the system
using a key. Key fields uniquely identify each row of data on a relational database
table.
• An effective date is listed in the column of a table that is a key. Effective dates enable
you to keep historical, current and future information in tables.
• PeopleSoft action types include the Add, Update/Display, Include History, and
Correct History actions.
Slide 71 _______________________________________________________________________________________________________
Student Notes
n l y
e O
Topic
PeopleSoft Internet
See
U s
PeopleSoft Enterprise PeopleTools 8.45 PeopleBook: PeopleTools Internet
Architecture
Identifying Key Fields A I
Technology, “Understanding PeopleSoft Internet Architecture”
O
Applications, “Using Keys and Search Pages”
Defining Effective Dates
&
l
Applications, “Using Effective Dates”
Using Action Types
n aPeopleSoft Enterprise PeopleTools 8.45 PeopleBook: Using PeopleSoft
te r Applications, “Using Effective Dates”
I n
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
l y
______________________________________________________________________
n
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
______________________________________________________________________
te r
______________________________________________________________________
I n
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Lesson 5
Working With Tables
Objectives
• Identity types of PeopleSoft tables.
• Describe characteristics of the Translate table.
• Identify processing and defaulting tables.
• Describe characteristics of control tables.
• Describe characteristics of transaction tables.
•
Describe business units.
Explain the relationship between business units and setIDs.

n l y
O
Slide 73 _______________________________________________________________________________________________________
e
Student Notes
U s
A I
O
______________________________________________________________________
l &
______________________________________________________________________
n a
______________________________________________________________________
te r
______________________________________________________________________
I n
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Working with Tables Lesson 5
Identifying Types of PeopleSoft Tables
Purpose of Tables
PeopleSoft applications store information in various types of tables. These tables serve
your organization in a number of ways by:
• Providing a repository for you to establish and maintain all of your company’s core
data online.
• Eliminating redundant data entry by providing default values.
• Contributing to data integrity within your PeopleSoft system by ensuring uniformity

and consistency with your data entry.
Slide 74 _______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________ n l y
e O
______________________________________________________________________
U s
A I
______________________________________________________________________
______________________________________________________________________
O
&
______________________________________________________________________
l
n a
______________________________________________________________________
te r
______________________________________________________________________
I n
______________________________________________________________________
c le
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Lesson 5 Working with Tables
Identifying Types of PeopleSoft Tables (continued)
Types of Tables
PeopleSoft applications store information in various types of tables, which serve different
purposes. These tables include:
• Translate tables.
• Processing and defaulting tables.
• Control tables.
• Transaction tables.
Slide 75 _______________________________________________________________________________________________________
Student Notes
Characteristics of Tables
Table
Translate table
Functions
n l y
The translate table is an all-purpose data dictionary
e O
that stores values for fields that do not require an
individual prompt table
Processing and Defaulting table
s
Processing and defaulting tables store predefined
U
values that the system uses to populate fields on a
A I
page or table for ease of data entry. These tables also
determine a rule to process data in the system.
Control table
O A control table defines the company structure and
processing rules.
Transaction table
a l& Transaction tables record day-to-day transactions,

such as personnel data about workers.
r n
t e
In
Populating Tables
c l e Populating these tables is a fundamental step in implementation. Table setup enables

users to customize their PeopleSoft application to mirror the human resource
management practices and processing rules of their companies.
r a
O Note. When a prompt arrow is selected, the system displays a list of values valid for that
field. These values come either the control/prompt tables or the Translate table.

Describing Characteristics of the Translate Table
Translate Table Characteristics

The values that are stored in the Translate table share these common characteristics:
• The Codes associated with these values are between one to four characters in length.
• They are tracked by a long and short description of these values.
• They are updated infrequently.
• They are effective-dated.
Slide 76 _______________________________________________________________________________________________________
Student Notes
Example: Defining Translate Values

This is an example of a page used to define translate values for a field:
n l y
e O
U s
A I
O
l &
n a
te r
I n
c le
r a Example: Phone Type translate values
O Note. Translate values are set up in PeopleTools, Utilities, Administration, Translate

Values.

Translate Table
The translate table is an all-purpose data dictionary that stores values for fields that do
not require an individual prompt table. Each database contains only one Translate table.
Data that is stored in the Translate table changes infrequently (for example, blood types,
days of the week, and types of interviews) The Translate table is pre populated with a
wide range of predefined information. You can add or inactivate values as necessary
using PeopleTools.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
n
______________________________________________________________________
I
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Identifying Processing and Defaulting Tables
Processing and Defaulting Tables

Consider these points about processing and defaulting tables:
• The Installation table identifies application installations and system functionality.
• The Org Defaults by Permission Lst table sets user defaults.
• The Business Unit Options Defaults table sets transactional defaults.
Slide 77 _______________________________________________________________________________________________________
Student Notes
Processing and Default Tables

These tables establish rules about the types of processes and parameters to use throughout
the system. The system uses default values to populate fields on a page or table. These
default values are generally based on other information that a user has entered.
n l y
When you install PeopleSoft HRMS, you must specify various defaults, processing rules,
O
and counters for the Installation table and other preferences tables. These tables are not
regularly accessed or modified, but are typically established at system setup and modified
only occasionally, depending on new implementation needs.
e
U s
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
c le ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Describing Characteristics of Control Tables
Examples of Control Tables

The following chart shows examples of control tables:
HR Benefits Payroll
Job Code Benefit Program Tax Tables
Department Benefit Plan Pay Groups
Salary Plans Leave Plans Deduction Codes
Unions Pension Plans Earnings Codes
Slide 78 _______________________________________________________________________________________________________
Student Notes
Defining Control Tables
n l y
Control tables store information that defines the company’s structure and processing rules
e O
that the system uses when you enter business transactions into PeopleSoft applications.
By setting up the control table data in advance, data is available to users of all PeopleSoft
U s
HRMS applications. This saves the users time and prevents data entry errors.
A control table does not hold a business transaction, but rather the information that the
system uses to build a transaction.
A I
O
Control tables include master lists, such as departments, job codes, benefit plans, pay
structures, and so on. Control tables are generally static; they change only when you
l &
perform specific maintenance that is appropriate to the business policies, organizational
structure, or processing rules.
n a
te r
______________________________________________________________________
I n
______________________________________________________________________
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Describing Characteristics of Control Tables
Status Values
The following table shows examples of active and inactive status values:
Department Effective Date Description Status

Code
10100 January 1, 2003 Member Services Inactive

10100 January 1, 2002 Member Services Active
10100 August 1, 1997 Customer Services Active
Slide 79 _______________________________________________________________________________________________________
Student Notes
Example: Using the Status Field to Activate a Row of Data

The following example shows using the Status field to activate a row of data:
n l y
e O
U s
A I
O
l &
n a
te r
I n
c le
r a
O

Job Code Profile page
Using the Status Field

n l y
e O
On many tables you will see a field called Status. You can use this field to activate or
inactivate a row of data in a table. Any data row that is inactive will not be available for
U s
users when they are entering transactions. If you want to delete an entry in an effective-
dated table, PeopleSoft recommends that you do not physically delete the entry but,
instead, inactivate the row.
A I
O
______________________________________________________________________
l &
a
______________________________________________________________________
n
r
______________________________________________________________________
te
I n
______________________________________________________________________
cl e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Describing Characteristics of Transaction Tables
Transaction Tables
The following chart shows an example of a Transaction Table:
Department
Table
EMPLID Name Effective Date Action Department
KC0003 Cynthia Rogers 11/15/2002 Transfer Public Affairs
KC0003 Cynthia Rogers 01/01/2001 Data Change Finance
Slide 80 _______________________________________________________________________________________________________
Student Notes
Example: Job Data Table
The following table is an example of a transaction table:
n l y
e O
U s
A I
O
l &
n a
te r
I n
c le
r a
O Work Location page of the Job Data component

Transaction Tables
Transaction tables store data about day-to-day business activities. Values in these tables
are probably updated more frequently than values in a control table. For example: Payroll
might record information on the Paysheets table.
Most transaction tables use the values that are stored in control tables to record data. This
helps maintain system integrity and ease of data entry.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
te r
______________________________________________________________________
______________________________________________________________________
I n
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Activity 7: Using Control Table Values to Update a Transaction

• Enter data on a transaction table.
• View available values from a control table.
See Introduction to PeopleSoft for HRMS: Activity Guide, lesson 5, “Working with
Tables,” Activity 7: Using Control Table Values to Update a Transaction.
Slide 81 _______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
e O
______________________________________________________________________
U s
______________________________________________________________________
A I
______________________________________________________________________
O
&
______________________________________________________________________
l
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
c le ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Describing Business Units
Establishing Business Units

To understand a business unit within PeopleSoft HRMS, consider these points:
• There are no predetermined definitions of business units for human resources.
• A business unit is a method of tracking and reporting specific business information.
• A position record or a person’s job information is tied to a business unit.
Slide 82 _______________________________________________________________________________________________________
Student Notes
Defining Business Units

Business units offer your organization a flexible structuring device through which you
can implement PeopleSoft HRMS, based on how your business is organized. You can
resources department or the actual business structure of your enterprise.

n l y
define business units that reflect the specific functional needs of your internal human
O
A business unit might consist of companies, agencies, subsidiaries, divisions,
departments, or branch offices within an organization. A single business unit might
represent an entire organization.
e
U s
Business units enable more flexibility in reporting and tracking information and workers.
I
There are no hard-and-fast rules as to how you establish your HRMS business units.
A
O
______________________________________________________________________
l &
a
______________________________________________________________________
n
r
______________________________________________________________________
te
I n
______________________________________________________________________
cl e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Describing Business Units
Determining Business Units

The following graphic is one example of how a company can establish business units:
Company
Global Business Institute
North America Canada France
Slide 83 _______________________________________________________________________________________________________
Student Notes
Business Unit Requirement

n l y
record and the worker’s job record.
e O
Organizations must establish at least one business, as it is a required field in the position
U s
______________________________________________________________________
A I
______________________________________________________________________
O
&
______________________________________________________________________
l
n a
______________________________________________________________________
te r
______________________________________________________________________
I n
______________________________________________________________________
c le ______________________________________________________________________
r a
O

Describing Business Units (continued)
Reviewing Business Units

The following table is an example of a job data in a transaction table showing how every
person that has an employment instance must be tied to a business unit.
EMPLID Effective Name Business

Date Unit
KC0003 January 1, Cynthia Rogers BUUSA
2000
KC0004 June 21, 2001 Charles Reid BUCAN
KC0005 May 3, 2002 Catherine BUFRA
Moore
Slide 84 _______________________________________________________________________________________________________
Student Notes
n l y
The Relationship between Business Units and Tables
e O
Most transaction tables are effective-dated. Although the business unit does not always
U s
key transaction tables, the business unit can play an important role in the control values
that a user is attempting to access. The Business Unit field resides on many of the
functional pages.
A I
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
cl e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Explaining the Relationship Between Business Units and SetIDs
Assigning SetIDs
A business unit is always associated with a setID:
Business Unit Description SetID

BUUSA GBI Business Unit for United States SIUSA
BUCAN GBI Business Unit for Canada SICAN
BUFRA GBI Business Unit for France SIFRA
Slide 85 _______________________________________________________________________________________________________
Student Notes
Assigning SetIDs
l
When you create a business unit in the system, you must assign it a setID. The setID
determines which values in control tables to which a business unit has access.
n y
Set IDs and TableSet Sharing
e O
U s
Because some control tables require that you use a setID when you enter information in
the table, the setID establishes ownership of information. A setID of SICAN means that
keyed by the same setID is called a TableSet.

A I
information under this setID belongs to business unit BUCAN. A grouping of data that is
O
&
______________________________________________________________________
l
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
c le ______________________________________________________________________
r a
O ______________________________________________________________________
______________________________________________________________________
______________________________________________________________________


(continued)
Using Business Units and SetIDs

The following is an example of how table control tables use a setID as part of the key
value:
SetID Department Description Short

Name
SIUSA 12000 Public Affairs PA
SIUSA 13000 Finance FIN
SICAN C20100 Office of the President Pres
Off
SICAN C20200 Human Resources HR
SIFRA 10200 France Headquarters HQ
SIFRA 11000 Information Systems Info
Sys
n l y
O
Slide 86 _______________________________________________________________________________________________________
e
Student Notes
U s
Using SetIDs
A I
O
When you enter data into various control tables throughout the system, you must ensure
that you use the correct setID for your business unit to retrieve the proper data.
l &
a
How Business Units and SetIDs Relate
n
te r
When you create a business unit in the PeopleSoft system you are required to assign it a
setID. This creates a link between business units and setIDs that aids in determining
ownership of control table data. To create data for a business unit, you will need to enter
I n
values on your control tables using the business unit’s corresponding setID as the key.
c l e
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________


(continued)
Using SetIDs
The following table is an example of the relationship between business units and setIDs:
EMPLID Name Business Unit SetID Department

KC0003 Cynthia Rogers BUUSA SIUSA Public Affairs
KC0006 Pierre Jubinville BUUSA SIUSA Finance
KC0004 Charles Reid BUCAN SICAN Office of the
President
KC0007 Susan Trudeau BUCAN SICAN Human Resources
KC0005 Catherine Moore BUFRA SIFRA France Headquarters
KC0008 Kenneth Wilson BUFRA SIFRA Information Systems
n l y
Slide 87 _______________________________________________________________________________________________________
Student Notes
e O
Viewing Rows of Data
U s
I
When a user is working in a transactional table and a business unit is a required field in
the record, the user’s view will be limited to a given set of rows or setIDs, depending on
A
the business unit entered and its associated setID.
O
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
c le ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Activity 8: Changing Your Business Unit Value

In this activity, you will review the activity overview and change the business unit on an
employee’s job record.
See Introduction to PeopleSoft for HRMS: Activity Guide, lesson 5, “Working with
Tables,” Activity 8: Changing Your Business Unit Value.
Slide 88 _______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
U s
______________________________________________________________________
A I
______________________________________________________________________
O
______________________________________________________________________
l &
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
cl e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Review
• There are different types of tables, such as translate tables, transaction tables, control
tables, and processing and defaulting tables.
• The translate table is an all-purpose data dictionary that stores values for fields that
do not require an individual prompt table.
• Processing and defaulting tables store predefined values that the system uses to
populate fields on a page or table for ease of data entry.
• Control tables define the company structure and processing rules.
• Transaction tables record day-to-day transactions.
• Business units are flexible tools for structuring your organization.
• The business unit is tied to a set of rows, or setIDs, that determine which set values
on other control tables are valid for this business unit.
Slide 89 _______________________________________________________________________________________________________
Student Notes n l y
e O
U s
Topic See
A I
Translate Table
O
PeopleSoft Enterprise PeopleTools 8.45 PeopleBook: PeopleSoft Application
Characteristics
Processing and Defaulting
l &
Designer, “Creating Field Definitions”
PeopleSoft Enterprise PeopleTools 8.45 PeopleBook: PeopleSoft Application
Tables
n a
Designer, “Planning Records, Control Tables and TableSets”
te r
Examples of Control Tables PeopleSoft Enterprise PeopleTools 8.45 PeopleBook: PeopleSoft Application
Designer “Planning Records, Control Tables and TableSets”
e In
Transaction Tables PeopleSoft Enterprise PeopleTools 8.45 PeopleBook: PeopleSoft Application
Designer, “Planning Records, Control Tables and TableSets”
c l
Establishing Business Units PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook,
“Working with PeopleSoft HRMS System Data Regulation”
r a Assigning SetIDs PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook,
O Assigning SetIDs
PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook,

Lesson 6
Running Human Resources

Processes and Reports
Objectives
• Process and view a PeopleSoft Human Resources report.
• Explain the purpose of the Employee’s table.
Slide 91 _______________________________________________________________________________________________________
Student Notes
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
______________________________________________________________________
te r
______________________________________________________________________
I n
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Running Human Resources Processes and Reports Lesson 6
Processing and Viewing a Human Resources Report
Types of Reporting Tools

PeopleSoft Reporting Tools include:
• Crystal reports
• SQR (Structured Query Report writer)
• Excel
• PS/Query
• PS/nVision
• OLAP (Online Analytical Processing)
Slide 92 _______________________________________________________________________________________________________
Student Notes
Standard Reports
n l y
including:
e O
PeopleSoft Human Resources provides a number of standard reports in various forms,
• MITI’s Structured Query Report Writer (SQR).

U s
• I
Queries formatted in Crystal Report Pro for Windows.
A
•
O
PeopleSoft nVision (which is designed for spreadsheets).
•
&
Letter merges in Microsoft Word for Windows.
l
a
By directly accessing the data from the PeopleSoft Human Resources database, a user can
n
te r
create form letters in their word processor and eliminate the need to recreate the same
letters by feeding information from the database into templates.
I n
You can also review reports online or print them. In addition, you can set up Process
Scheduler to run and print the reports later.
cl e
Crystal Reports
r a Crystal is a versatile report formatter from Seagate Software. Using PeopleSoft’s Open
O Query, Crystal accesses all database platforms that are supported by PeopleSoft. Coupled
with PeopleSoft’s Query-to-Crystal Interface, Crystal helps organizations generate clear,
easy-to-read reports.
Crystal Reports are used with PS Query and enable you to:

Lesson 6 Running Human Resources Processes and Reports
• Perform special formatting (including color, images, and fonts).
• Suppress repeated values in the result set.
• Create multiple lines on a report for each row of data that you select.
• Create mailing labels.
• Control what columns display, and in what sequence, without changing the Query.
• Control breaks and totals.
SQR
The SQR tool can extract data from any SQL-based relational database and print or
display it in a prescribed format. SQR is used for procedural logic and to update database
tables.
Excel
The Query Link provides the ability to send queries from Query to a Microsoft Excel
spreadsheet. Your data is sent directly from your query into a predefined spreadsheet
layout.
Use Excel to:
• Work with data in a spreadsheet format.
•
Generate output for further analysis.
n l y
•
Quickly display an ad hoc query answer, with default formats.
Create charts or graphs of the data.

e O
PS/Query
U s
formatters.
A I
PS/Query is an online ad hoc reporting tool that you can use with various report
PS/n Vision O
l &
PS/nVision enables you to import information directly from your query into predefined
a
Excel layouts. Working within Excel, you create a report layout that defines both the data
n
te r
to retrieve and the format of the report.
Use PS/nVision for data analysis and to:
•
I nBuild summary reports using aggregate functions such as SUM.
cl e
• Form a matrix of rows and columns with Query data and criteria.
r a • Use the same report layout and corresponding queries several times.
O •
•
Analyze output and be able to drill down to the details.
Create charts or graphs of the data.
OLAP

OLAP enables you to create reports and analyze data. You can use OLAP to create
predefined report templates for ad hoc analysis and what-if scenarios.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________ n l y
e O
______________________________________________________________________
U s
______________________________________________________________________
A I
______________________________________________________________________
O
&
______________________________________________________________________
l
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
c l e______________________________________________________________________
r a
O ______________________________________________________________________
______________________________________________________________________

Processing and Viewing a Human Resources Report (continued)
The Report Process

The following diagram illustrates the report process:
Run Control Parameters Run

y Add or use one Page y Press
y Case sensitive y Details
y Search key y Criteria
y As of dates
Request the report y Start/end dates
or process
Process Scheduler Process Report/Log

OK
Request page Monitor page Viewer
y Press
y Server name y Done yet?
y Run it where? y View details
y Run it when?
y Type of report
y What format?
n l y
View Report
e O
U s
I
Slide 93 _______________________________________________________________________________________________________
A
Student Notes
O
Terminology
l &
a
The following table describes terms that are associated with running processes and
n
reports:
Term
te r Description
I n
Process Request A single run request, such as an SQR, a COBOL
c l e
Process Job
program, or a Crystal report.
Multiple process definitions can be logically linked
r a into a job request to process each request serially or

in parallel, and optionally initialize subsequent
O processes based on the return code from each prior

request.

Term Description
Process Instance A unique number that identifies each process
request. This value is automatically incremented and
assigned to each requested process when the process
is submitted to run.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
l
______________________________________________________________________
n y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
n
______________________________________________________________________
I
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Entering a Run Control ID

A Run control:
• Enables you do define values and set certain parameters.
• Can apply to several related reports.
Slide 94 _______________________________________________________________________________________________________
Student Notes
Page Used to Enter a Run Control ID

Personnel Actions History Workforce Administration, Job Information, Reports
Use this page to enter a Run control ID:

n l y
e O
U s
A I
O
Personnel Actions History page
l &
n a
Run Controls
te r
The run control ID identifies a set of parameters that you specify for a given report or
I n
process. When you need to identify different parameters for the same report or process,
you may want to create several run control IDs. For example, you may need a hard copy
c l e
of a report weekly but you send this same report via email to the managers monthly.
When you access an existing run control ID you will see the parameters display from the
r a last time you saved this ID.
O A run control ID is a required value that provides access to the report pages. A run
control enables users to define values and set certain parameters that they can use
repeatedly for various reports throughout PeopleSoft without having to re-key the same
information repeatedly. Think of the run control ID as the search key for reports.

Note. An exception occurs when you run a COBOL job, in which case the report or
process parameters are usually deleted.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
n
______________________________________________________________________
I
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Entering Parameters
Consider the following when entering parameters:
• Parameters define the details of the report or process you are running, such as dates.
• Not all reports or processes require parameters.
• If you are prompted to enter parameters, you will do so after you add or select an
existing Run control ID.
Slide 95 _______________________________________________________________________________________________________
Student Notes
Page Used to Enter Parameters

Personnel Actions History
l y
Workforce Administration, Job Information, Reports, Personnel Actions
History,
n
e O
Use this page to enter parameters:
U s
A I
O
l &
n a
te r
I n
c l e
Personnel Actions History page
r a Show Components
O By selecting this checkbox, the breakdown of the Compensation Rate is shown by Rate
Codes as well as by the quoted Compensation Rate.

Process Scheduler Requests

The Process Scheduler Request page enables you to define:
• Where a report or process should be run.
• When a report or process should be run.
• How often a report or process should be run.
• The format of the report output.
Slide 96 _______________________________________________________________________________________________________
Student Notes
Page Used to Enter Process Parameters and Submit Process Requests

Page Name
Process Scheduler Request
Navigation
n l y
Click the Run button on any process parameter page or run parameter page.
e O
s
Use this page to enter general process parameters and submit process requests:
U
A I
O
l &
n a
te r
I n
Process Scheduler Request page
c l e
The Process Scheduler Request Page
r a This page enables you to specify where a process runs and in what format the process
O output is to be generated. The page displays the description as well as the process name.
To retrieve and view your reports, use the process name.
Process Scheduler Terminology
The following table describes terms that are associated with the process scheduler:

Process Type A global definition under which related process

definitions are grouped. This allows for easy
maintenance of process definitions that share
common parameters. You define Process Types for
specific platforms or database/operating system
combinations.
Process Run Control A PeopleTools variable that retains values defined in
the process scheduler. These values are required at
runtime for all requests that reference the run control
ID. Do not confuse process run controls with
application run controls, which may be defined with
the same run control ID, but only contain
information that is specific to a given application
process request.
Server Name The name of the server on which you want the
process to run.
Recurrence The recurring time intervals for a process request to
run. For example, if you need to run a process every
weekday at the end of the day that resolves all the
transactions managed by your website, you would
select the run recurrence definition of Monday
through Friday at the end of the day to schedule this
process to run at the appropriate times.
Time Zone
n l y
The time zone in which your process will run. For
instance, you could live in an Eastern Standard Time
(EST) time zone and schedule a process to run in a
Run Date/Run Time

e O
Pacific Standard Time (PST) time zone.
The date and time that you want the process to run.
Reset to Current Date/Time
s
Sets the run date and run time to the present date and
time.
U
Description
A I
A character string that uniquely identify a process.
You should be familiar enough with your daily
O processes o identify them by this description.

Process Name
Format
l & The name that identifies your reports.
The variety of possible output types, depending on
n a what Process Type you have selected. The default
te r output format for Crystal, SQR, and nVision is

HTML.
Type
I n The type of output you want to generate for this job,

such as email, file, printer, or web.
c l e
Distribution The list of people who have the correct security to
receive the output of this process.
r a
O Note. Only jobs that are run from the server can be scheduled to run once or recurrently.

Types of Output
The Type drop-down box enables you to select one of the following output types:
• Email
• File
• Printer
• Web
Slide 97 _______________________________________________________________________________________________________
Student Notes
Output Types
l y
The following table describes the types of output that you can generate for the job:
n
Output Type
Email
Description
e O
Sends a report to a specific email list when you enter
s
an email address in the Output Destination edit box
(available for SQR, PS/nVision, and Crystal reports).
U
File
A I
Enables you to write the output to a file that appears
in the Output Destination field.
Printer
O Defines a custom printer location if you have the
appropriate security access.
Web
a l& Sends all process output to the report repository,

including log and trace files. You specify the format
r n of the report by using the Format list.
t e
e In
c l ______________________________________________________________________
O ra ______________________________________________________________________
______________________________________________________________________
______________________________________________________________________

Monitoring the Status or Process Requests

The process monitor is a centralized utility that enables you to monitor the status of
process requests that you have submitted by displaying a list of the currently logged
requests and the status of those requests.
Slide 98 _______________________________________________________________________________________________________
Student Notes
Page Used to View the Run Status of a Report

Process Monitor – Process Click the Process Monitor link on the run control parameters page after you
List have run the processes.
Use this page to view the run status of a report:
n l y
e O
U s
A I
O
l &
n a
te r
I n
c l e
r a
O Process Monitor - Process List page
Process Monitor Functionality

Process Monitor enables you to monitor the status of process requests that you’ve
submitted by displaying a list of the currently logged requests and the request’s status.
You have the ability to place jobs on hold that are queued through the process scheduler.
You can release the hold at any time and the job will continue to process. Jobs that are
placed on hold can be seen indefinitely in the process monitor. When a process is
complete, the process monitor displays a Success status so that you know you can
retrieve the output results.
Note. Depending on your security authorization, you can access detailed information on
the process requests and update requests manually, if needed.
Process Monitor Terminology

The following table describes terms that are associated with the process monitor:
Term Description
User Enables you to view the processes that were
submitted by a particular user ID, such as PS.
Typically, you would view processes that are
associated with own user ID. If you leave this field
blank, you can view all the processes that you are
authorized to view.
Last Defines a specific interval of time by which to limit
n l y
the process requests that appear in the list. You can
enter a numerical value and select a unit of time,
such as days, hours, or minutes.
Refresh
O
To check the current status of a process, click the
Refresh button.
e
Server
s
Displays processes that queued on a specific process
U
server, such as PSNT.
Instance
A I
The process instance, or order, in the queue. This
number is automatically generated.
Run Status
O Enables you to view by a specific status, such as
l & Completed or Error.

Distribution Status
n a The distribution status of the report shows the

process of a request without having to check the
te r Process Monitor. Available statuses include: NA or

none, generated, posting, posted, and not posted.
In
Process Type Defines the type of process, such as Application
Engine, COBOL, or SQL.
c l eProcess Name Identifies the actual name of the process queued.
r a Run Date/Time Provides the time and date that the process request
was created.
O Run Status
Details
Indicates the status of the process, such as Queued,
Initiated, Success, or Cancelled.
Displays the Process Details page.

Viewing Process Details Related to a Report

The Process Detail page enables you to:
• View process details that are related to the report.
• Use the View Log/Trace link to view reports.
A second browser window lists the report that you last submitted. Select a report from the
list that is provided.
Slide 99 _______________________________________________________________________________________________________
Student Notes
Page Used to View Process Details Related to a Report

Process Detail Click the Details link on the Process List page.
n l y
Use this page to view process details related to a report:
e O
U s
A I
O
l &
n a
te r
I n
c l e
r a
O

Process Detail page
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
n
______________________________________________________________________
I
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

The View Log/Trace Page

The View Log/Trace page enables you to view:
• The report in Adobe Acrobat.
• The Trace File.
• The Message Log.
Slide 100 ______________________________________________________________________________________________________
Student Notes
Page Used to Select a Link to View a Report

View/Log Trace Click the View Log/Trace link on the Process Detail page.
n l y
Use this page to select a link to view a report:
e O
U s
A I
O
l &
n a
te r
I n
c l e
r a
O
View/Log Trace page

Viewing a Report
Select the link containing PER015_XXX.PDF (xxx is the Process Instance number). This
link opens the report in Adobe Acrobat. In the report file, use the bottom-left percentage
field to enlarge the view of the report.
Viewing Trace Files and Message Logs
Each server that is started in the PeopleSoft Process Scheduler server has its own set of
Messages that are inserted into the message log by the programs that are running and
SQL trace files. The user does not normally need to review these files, unless a problem
occurs while running a process or there is some reason to verify that a process ran as
expected.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
n
______________________________________________________________________
I
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Using Report Manager

The Report Manager provides another way to:
• View report content.
• Check the posting status of your output.
• See content detail messages.
The report manager is like your own personal inbox of reports and process output.
Slide 101 ______________________________________________________________________________________________________
Student Notes
Page Used to View the Status of a Report

Page Name
Report Manager -
Administration
Navigation
n l y
• Reporting Tools, Report Manager, select the Administration tab
Administration tab
e O
• Click the Report Manager link on the report parameters page, select the
U s
Use this page to view the status of a report:
A I
O
l &
n a
te r
I n
c l e
r a
O

Report Manager - Administration page
Page Used to See Content Detail Messages

Report Manager - • Reporting Tools, Report Manager, select the Administration tab, click the
Administration Details link
n l y
• Click the Report Manager link on the report parameters page, select the
Administration tab, click the Details link
e O
Use this page to see content detail messages:
U s
A I
O
l &
n a
te r
I n
c l e
r a
O

Report Detail page
______________________________________________________________________
n l y
______________________________________________________________________
O
______________________________________________________________________
e
s
______________________________________________________________________
U
A I
______________________________________________________________________
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
cl e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Activity 9: Process and View a Birthday Report

In this activity you will review the activity overview and:
1. Create a run control ID.
2. Enter parameters.
3. Select the process to run using the process scheduler.
4. View the report.
See Introduction to PeopleSoft for HRMS: Activity Guide, lesson 6, “Running Human
Resources Processes and Reports,” Activity 9: Process and View a Birthday Report.
Slide 102 ______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
n
______________________________________________________________________
I
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Explaining the Purpose of the Employees Table
Accessing Data from the Employees Table

This diagram shows how the Employees table combines information from the following
tables:
Employees
Personal Data Table Job Data
Job Labor
Employment (Employee Labor Disability
Relations Table)
Employees
Job Code Table Department
National ID
n l
Slide 103 ______________________________________________________________________________________________________
y
e O
Student Notes
U s
Page Used to Refresh the Employees Table
A I
Page Name
Refresh
Navigation
O
Set Up HRMS, System Administration, Database Processes, Refresh
&
Employees Table
l
n a
te r
Use this page to refresh the Employees Table:
I n
c l e
r a
O
Parameters page

The Employee Table

The Employees table is as a report source. It is not updated dynamically when you hire
employees or update their data, because doing so would negatively impact online
processing. Therefore, you must refresh the table before you run any of the reports from
which the data is associated.
You can refresh the Employees table to a specific date to print a point-in-time report. For
example, this type of report might be useful to reconstruct an organizational chart or
research promotion activities.
Accessing Data from the Employees Table

Many standard PeopleSoft Human Resources reports use data from the Employees table.
Update the Employees table using the Refresh Employees Table process before running
any of these reports so that the report contains all changes made to your employee files.
Following is a list of reports that use data from the Employees table:
• Employee Absence Report
• Time Lost Due to Absence
• Bradford Report
• Health Plan Participants
•
Life Insurance participants
ESPP Purchase Distribution

n l y
• Statistics-Canada (Educational Institutions)
e O
• Department Action Notices
U s
•
•
Employee Birthdays
Emergency contacts A I
O
•
&
Employees on Leave of Absence
l
• Employee Review Audit
n a
•
•
te r
Union Membership
Competency Inventory
• I n
Departmental Salaries
c l •e Refresh Employees Table
r a • Crystal Reports (Mailing Labels)
O Note. Only those worker records with a status of Active, LOA, or Suspended are updated.
Terminated workers are not reflected on this report.

Review
• PeopleSoft provides several tools to extract data from your Human Resources
system.
• The Employees table is an extract used by several Human Resources and Benefits
reports.
Slide 104 ______________________________________________________________________________________________________
Student Notes
Topic See
Using the Process PeopleSoft Enterprise PeopleTools 8.45 PeopleBook: PeopleSoft Process
Scheduler
Entering a Run Control ID l
Scheduler, “Understanding PeopleSoft Process Scheduler.”
n y
PeopleSoft Enterprise PeopleTools 8.45 PeopleBook: PeopleSoft Process
Using the Process
e O
Scheduler, “Submitting and Scheduling Process Requests”
Scheduler
Monitoring the Status or
U s
Applications, “Running Processes and Reports”
PeopleSoft Enterprise PeopleTools 8.45 PeopleBook: PeopleSoft Process
Process Requests
Accessing Data from the
A I
Scheduler, “Using Process Monitor”
PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Administer
Employees Table
O
Workforce, “Updating Person and Job Information.”
l &
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
l y
______________________________________________________________________
n
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
______________________________________________________________________
te r
______________________________________________________________________
I n
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Lesson 7
Using Group Build
Objectives
• Work with people using group build.
• Create a group.
• View group results.
• Set up group security.
• Refine a group.
Slide 106 ______________________________________________________________________________________________________
Student Notes
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Using Group Build Lesson 7
Working With People Using Group Build
The Group Build Process

This diagram represents the flow of a group build:
Define
Define Group Create Group
Records and Generate
Criteria Definition
Fields SQL
(optional) (required)
(required)
Employee
Group Other HRMS
Review
Administer Variable
Training Compensation
Total
Other HR Base
Compensation
Modules Compensation
Reporting
Student Notes n l y
Slide 107 ______________________________________________________________________________________________________
Group Build
e O
U s
The group build function provides a standardized method for defining groups based upon
user-defined criteria. After a group is defined, you can use it throughout PeopleSoft
Enterprise Human Resources.
A I
There are times when you might want to apply a business process to a group of individual
O
records that cross job, department, or even company lines. For instance, you might want
to offer a special bonus plan to all of your organization’s Research and Development
l &
teams. This group includes everyone in departments 10200 through 10500. You can use
n a
the Group Build feature to create a group that consists of departments 10200—10500 and
administer the group’s incentive plan by using the Variable Compensation business
te r
process. Later, someone else can administer salary increases to the same group, using the
Plan Salaries business process. You need to define the group only once.
I n
Applications That Use Group Build
c le
You can define groups in using the Group Build process and use those groups in the
following applications:
r a • PeopleSoft Enterprise Payroll for North America
O • PeopleSoft Enterprise Benefits Administration
• PeopleSoft Enterprise Stock Administration
Business Processes That Use Group Build

Lesson 7 Using Group Build
The following PeopleSoft Enterprise Human Resources business processes use group
build:
• Employee Review
• Administer Training
• Collective Labor Management
• Salary Forecasting for France (La Masse Salariale)
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
l y
______________________________________________________________________
n
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
______________________________________________________________________
te r
______________________________________________________________________
I n
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Creating a Group
The Process of Creating a Group

The following diagram shows the process of creating a Group:
Group Defiinition
Define Records Define Group (Required Page)
and Fields Criteria Generate
(Required) (Optional Page) Group Profile Group
SQL
Slide 108 ______________________________________________________________________________________________________
Student Notes
Steps for Creating a Group
Creating a group in the HRMS system, involves four steps:
1. Defining the group population.
2. Viewing your results.
3. Setting up group security.

n l y
processes (if necessary).
e O
4. Refining dates and other business process-specific parameters in individual business
U s
Note. Typically, users do not usually have to do step 4. The refinement occurs implicitly
when a PeopleSoft business process uses the group. For example, with variable
A I
compensation, we manage an incentive plan for specific periods. When groups are used
within variable compensation, only people who are active in this period appear.
O
The Group Criteria Feature
l &
n a
Although all four steps are designed for experienced users who are familiar with
PeopleSoft Global Human Resources record and field structures, people unfamiliar with
te r
the record structure can create groups by using the Group Criteria feature. This works
like a template; the user specifies a criteria ID that contains a predefined set of criteria.
I n
These criteria are imported in the group definition and the user has only to enter the
values.
cl e
Components and Pages
ra
The following table describes the pages and components that you can use for creating
groups:
O Page or Component
Records and Fields page
Description
Specify the records and fields available in the group
build process.

Page or Component Description

Group Criteria page (optional) • Create group criteria ID.
• Identify records and fields that are used to create
groups.
Group Definition Component-Group Profile page • Can attach group criteria ID (if it exists).
• Can attach a query.
Group Definition Component-Group Definition page Define records, fields, field values, and logic for
group.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
e
______________________________________________________________________ O
U s
______________________________________________________________________
A I
______________________________________________________________________
O
&
______________________________________________________________________
l
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Creating a Group (continued)
Defining Records and Fields

Specify the records and fields that are available in the group build process.
Slide 109 ______________________________________________________________________________________________________
Student Notes
Page Used to Define Records and Fields
Group Build Records and Set Up HRMS, Common Definitions, Group Build
Fields
Use this page to define records and fields:
n l y
e O
U s
A I
O
l &
n a
te r
Records and Fields page
I n
c le ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Creating Group Criteria

Group criteria are like building blocks of records and fields that you can use over and
over to create different groups and make them available for inexperienced users.
Slide 110 ______________________________________________________________________________________________________
Student Notes
Page Used to Create Group Criteria
Group Criteria Set Up HRMS, Common Definitions, Group Build
Use this page to create group criteria:
n l y
e O
U s
Group Criteria page
A I
Creating a Group Criteria ID
O
l &
Use group criteria when you plan to create many groups with similar criteria. Instead of
n a
re-entering these criteria each time you define a new group, you import the group criteria
(common section) and you complete the group definition.
te r
Example: Creating a Group Criteria ID
I n
If your organization operates several business processes that are based on the person’s
department and union membership, you might want to create a group criteria ID called
c l e
Dept And Union Code. After you’ve created the group criteria ID, you can use it to define
a variety of groups.
r a Note. You can only include people with job records in the Job Data pages in groups.
O Persons of interest without jobs cannot be included in groups.
Groups for Manage Variable Compensation

Group build comes with a NOGROUP group ID. This group is required for variable
compensation processing. The system assigns this group ID when it needs to simulate a
group for a plan that does not use groups.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________n l y
e O
______________________________________________________________________
U s
A I
______________________________________________________________________
______________________________________________________________________
O
&
______________________________________________________________________
l
n a
______________________________________________________________________
te r
______________________________________________________________________
I n
______________________________________________________________________
c le
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Defining a Group
A user can define groups either by:
• Creating ad hoc group definitions.
• Specifying a pre-existing group criteria ID.
• Using an existing query.
Slide 111 ______________________________________________________________________________________________________
Student Notes
Page Used to Define a Group in the Group Definition Component
Group Profile Set Up HRMS, Common Definitions, Group Build, Group Build - Group
Definition
Use this page to define a group ID:

n l y
e O
U s
A I
O
l &
n a
te
Group Profile page r
I n
Group Criteria ID
c l e
If you use a group criteria ID in the group definition, you can also define additional
records, fields, and field values on the Group Definition page. You can use only one
r a group criteria per group. If you change the criteria ID and click the Refresh button, you
will overwrite the entered criteria.
O Complex Group

You can designate any group as a complex group by selecting the Complex Group check
box on the Group Profile page. The system creates complex groups by batch processes
and notifies you when processing is complete.
Query Name
If you do not succeed in creating your group with the Group Build interface, you can
create groups with the Query tool. Using the Query tool, you only need to specify the
query name in the group definition.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
cle ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Defining a Group Definition

You can perform the following on the Group Definition page:
• Define a group.
• Generate a group.
• Use in combination with the Group Criteria Definition and Group Profile pages.
Slide 112 ______________________________________________________________________________________________________
Student Notes
Page Used to Define a Group Definition
Group Definition Set Up HRMS, Common Definitions, Group Build, Group Build-Group
Definition
Use this page to define a group definition:

n l y
e O
U s
A I
O
l &
n a
te r
I n
cl e
Group Definition page (1 of 2)
r a
O

Group Definition page (1 of 2)
Using the Group Definition Page

If you include a group criteria ID in the group definition, you must use the Group
Definition page to attach the appropriate field values to the fields and records in the
group criteria. This is the only page that you must complete to build a group.
You can add other records, fields, and values in the group’s definition. If you include a
query in the group definition, you cannot make any further selections on the Group
Definition page.
You can also define a group on the Group Definition page without attaching a group
criteria or query. Use the Group Definition page in combination with the Group Criteria
l y
Definition page and Group Profile page. You can use the page in one of the following
three ways:
n
• O
If you enter a group criteria ID on the Group Profile page, the system populates the
e
Group Definition page with the record and field names from the Group Criteria
Definition page.
U s
•
I
To finish defining the group, complete the Criteria parameters by entering the
A
appropriate field values for each field name.
O
You can also add more record, field names, and field values to the definition.
•
l &
If you enter a query on the Group Profile page, you cannot refine the group if it is
based on a query.
n a
te r
After you save the page, click the Launch Count button to compute how many members
are in the group. If you select the Complex Group - Batch Process check box on the
I n
Group Profile page, clicking Launch Count sends the group to the process scheduler to be
generated. If this is a complex group that you have already generated, clicking Launch
c le
Count retrieves the number of rows in the group
Click the Group Visualize button to access the Group Result page, where you get a list of
r a all group members.

Group Result Page

The Group Result page appears when you select Group Visualize. It displays all people
who match criteria on the Group Profile and Group Definition pages.
Slide 113 ______________________________________________________________________________________________________
Student Notes
Example: Group Result Page
The following is an example of the resulting group of people that match criteria on the
Group Profile and Group Definition pages:
n l y
e O
U s
A I
Group Result page O
l &
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
cl e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Defining Groups with Effective-Dated Data

Several records that you use to define a group are effective-dated, including:
• Job
• Effective-Dated Personal Data
• Time and Labor Employment Data
• Compensation
Slide 114 ______________________________________________________________________________________________________
Student Notes
Building Groups
The system stores both current and historical data for these records, so you can build
groups with them in two ways:
• Using current data.
l y
For example, when selecting only an employee’s current job and leaving out the previous
jobs, the system adds the condition Current to the record’s effective date.
n
• Using history data.
e O
U s
For example, including all the jobs that the employee has held in your organization. The
group can include multiple rows of data for one employee. If you don’t place any
A
historical data as of the current system date.I
conditions on the effective date when you define the group, the system pulls all the
O
When using groups, it is recommended to build groups with all history. If the current date
&
is not included in the refinement period, the group will be empty.
l
a
Note. If you create a group definition that includes two effective-dated records, you can
n
r
link the two records by effective date.
te
I n
______________________________________________________________________
cl e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Activity 10: Defining Group Criteria and Creating a Group Profile and
Definition
1. Define group criteria.
2. Enter a group profile and definition.
See Introduction to PeopleSoft for HRMS: Activity Guide, lesson 7, “Using Group
Build,” Activity 10: Defining Group Criteria and Definition.
Slide 115 ______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
te r
______________________________________________________________________
______________________________________________________________________
I n
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Viewing Group Results
Group Results
Use these pages and reports assist you in managing groups:
• Complex Group Results Summary Inquiry page.
• Group Membership Report page.
• Group Member Overlap Report page.
Slide 116 ______________________________________________________________________________________________________
Student Notes
Managing Groups
When you define a group through the Group Definition pages, you do not specify time
limits to refine your group membership, which might result in groups with long lists of
members. To help you manage these potentially unwieldy groups, use these pages and
reports to view group members. You can view group results directly after setting up the
group definition.
Complex Group Results Summary Inquiry page
n l y
Use the Complex Group Results Summary page to view the status of complex groups that
have been sent to the process scheduler.
Running Group Build Reports

e O
Use the following pages to run group build reports:
U s
Page
A I
Description
Group Membership Report page
O Run the Group Membership Report to view the
members of a particular group.
a l&
Group Member Overlap Report page Run the Group Member Overlap Report to see which
individuals belong to multiple groups.
r n
t e
In
Purging Group Results
Each time that you generate and a group, the system stores the results in the Group Result
c l e
table. The next time you process the same group; the system verifies that the group
definition and date parameters have changed. If the results have changed, the system
r a deletes the previous results from the Group Results table and replaces them with new
results.
O You can purge the previous results for a group at any time by running the Group Results
Purge process from the Group Results Purge process page. To purge previous results
from all your groups, use the Unusable Group Results Purge process page.

Setting Up Group Security
Controlling Access to Groups

You can control access to groups in two ways:
• By group: You can decide which operators or users have access to a particular group.
• By user: You can decide which groups a particular operator or user can see.
In both cases, you also define the list of components where you want to have group
security enforced.
Slide 117 ______________________________________________________________________________________________________
Student Notes
Pages Used to Control Access to Groups
Security By Group Set Up HRMS, Common Definitions, Group Build
Security by Operator Set Up HRMS, Common Definitions, Group Build
• n l y
Use this page to identify what User IDs and components can have access to the
specified Group ID.
e O
U s
A I
O
l &
n a
te r
I n
c l e
Security By Group page
r a • Use this page to specify which group's IDs and components a particular operator
O User ID can see:

Security by Operator page
Controlling Security Access

Use the Security by Group and Security by Operator pages to set up the security for
groups. These pages provide two different views of group security. Any modifications
made on one page will appear on the other page.
Example: Controlling Security Access
Because groups can cross departmental lines, groups have their own security structure
that is separate from your existing departmental security. Group security overrides
n l y
departmental security. For instance, a user who does not normally have access to
department 10100, but does have access to a group that includes department 10100, is
able to see all the group members, even the ones who belong to department 10100. This
O
makes security factors an important consideration when you set up groups.
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
cle ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Setting Up Group Security (continued)
Setting Up Group Security Defaults

All of the components that are added to the Security By Group and Security By Operator
pages by selecting the Default button come from the Group Security Default page.
Slide 118 ______________________________________________________________________________________________________
Student Notes
Page Used to Set Up Group Security Defaults
Group Security Default Set Up HRMS, Common Definitions, Group Build, Group Security Default
Use this page to set up group security defaults:
n l y
e O
U s
A I
O
l &
n a
te r
I n
Group Security Default page
cl e
The Group Security Default Page
O ra This gives you an easy way to add all the components normally used. You can then refine
to which components a group is to grant access.
The Group Security Default page provides an easy way to add general the components
you typically use and determine to which components a group granted access.

If your organization has an existing departmental security structure, creating a parallel

structure for groups could involve a great deal of rework. To minimize duplication of
effort, the system provides an automated process for translating your existing
departmental structure into a group format.
The Group Build From Company And Department Process

Use the Group Build From Company And Department process to create new groups that
correspond to your existing company, setID, and department structure.
Any user who has access to departments automatically gains access to new groups. For
example, a user who has access to department 10200 in setID USA will automatically
have department security access to the new group USA 10200.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
e O
______________________________________________________________________
U s
______________________________________________________________________
A I
______________________________________________________________________
O
&
______________________________________________________________________
l
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
c le ______________________________________________________________________
r a
O ______________________________________________________________________
______________________________________________________________________
______________________________________________________________________

Activity 11: Assigning Security for a Group

In this activity, you will review the activity overview and assign security by group.
Build,” Activity 11: Assigning Security for a Group.
Slide 119 ______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
&
______________________________________________________________________
l
n a
______________________________________________________________________
te r
______________________________________________________________________
I n
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Refining the Group
Entering Data to Refine Groups

You can refine groups as of:
• A particular point in time.
• A period of time.
Slide 120 ______________________________________________________________________________________________________
Student Notes
Page Used to Enter Data to Refine Groups
Group Default Values Set up HRMS, Product Related, Compensation, Base Comp, Assign Group
Budget Parameters
Use this page to enter data to refine groups:
n l y
e O
U s
A I
O
l &
n a
te r
I n
c le
r a Group Default Values page
O Refining Groups
The refinement occurs implicitly when a PeopleSoft module uses the group. For example,
in the planning salaries module you manage salary budgets for a designated period. When
groups are used within salary planning, only those employees that fit in this period

appear. This step may be transparent for the user, having no action to perform for this to
take place, or the user will refine this information at this level.
A group can be completed anytime, but the user must determine whether the person is a
member of that group between the budget period beginning and ending dates. What is
most important is whether the user is within budget or out of budget.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
n
______________________________________________________________________
I
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Activity 12: Using a Group in Working with Transactional Data

In this activity, you will review the activity overview and use a group to enroll students in
a course.
Build,” Activity 12: Using a Group in Working with Transactional Data.
Slide 121 ______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
A I
______________________________________________________________________
O
______________________________________________________________________
l &
a
______________________________________________________________________
n
r
______________________________________________________________________
te
I n
______________________________________________________________________
cl e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Review
• Group build provides a centralized, generic way for defining groups that you can use
in other PeopleSoft business processes.
• The four steps in creating Human Resource groups are: defining the group
population, viewing your results, setting up group security, and refining dates and
other business process-specific parameters in individual business processes.
• The system provides pages and reports to assist you in managing groups.
• You can have the system insert default values into the Security by Group and
Security by Operator pages by clicking the Default button. The values come from the
Group Security Default page.
• You can refine groups as of a particular point in time or a period of time.
Slide 122 ______________________________________________________________________________________________________
Student Notes
l y
n
Topic See
e O
The Process of Creating a
Group
U s
“Setting Up Group Definitions and Security.”
Defining a Group
I
A
Defining a Group
Definition O
Controlling Access to
l &
PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook
Groups
a“Setting Up Group Definitions and Security.”
Defaults
t e rn
Setting Up Group Security PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook,
In
Entering Data to Refine PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook,
Groups “Setting Up and Working With Groups.”
c l e
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
l y
______________________________________________________________________
n
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
cle ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________

Lesson 8
Course Review
Completed Objectives
In this course, you learned how to:
• Describe the core PeopleSoft Enterprise Human Resources business process.
• Navigate within PeopleSoft applications and link to online documentation.
• Identify the types of relational database tables that are used in PeopleSoft Enterprise
products.
• Describe how the Process Scheduler operates.
• Explain what reporting tools are available within the PeopleSoft Enterprise
applications.
• Create and use a group.
n l y
Slide 124 ______________________________________________________________________________________________________
Student Notes
e O
U s
______________________________________________________________________
A I
______________________________________________________________________
O
&
______________________________________________________________________
l
a
______________________________________________________________________
n
te r
______________________________________________________________________
I n
______________________________________________________________________
c l e ______________________________________________________________________
r a
O ______________________________________________________________________
______________________________________________________________________

Course Review Lesson 8
Describing the Core PeopleSoft Human Resources Business Process
Products and Business Processes

The following diagram shows the applications or business processes that interface with
the PeopleSoft Human Resource product:
(USA) (USA)
Benefits
Pension Stock
Administration
Administration Administration
Human Resources
y Workforce Administration
y Compensation
Recruiting
y Benefits Time and Labor
Solutions
y Workforce and Organizational Development
y Enterprise Learning
y Workforce Monitoring
Absence Payroll for Payroll

Global Payroll
Management North America Interface
n l
Slide 125 ______________________________________________________________________________________________________
y
Student Notes
e O
U s
PeopleSoft provides complete support for all your human resources needs with
functionality for recruiting candidates for jobs, tracking training, skills and education, and
administering benefits programs.
A I
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
n
______________________________________________________________________
I
c l e______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Lesson 8 Course Review
Navigating Within PeopleSoft Applications and Linking to Online

Documentation
Navigation Structure
After you have signed into PeopleSoft and can view the Home page, you can expand and
collapse folders to access components.
Components consist of one or several pages used to perform specific functions.
Slide 126 ______________________________________________________________________________________________________
Student Notes
Navigational shortcuts and tools include:
• Hot keys.
• Access keys.
• Universal navigation header.
• Personalized content and layout.
• User-specific links.
n l y
• Favorites.
e O
You can access PeopleBooks online by selecting Help from the navigation header. You
s
can also perform searches and queries from within PeopleBooks.
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Identifying the Types of Relational Database Tables Used in PeopleSoft

Enterprise Products
Types of Tables
PeopleSoft applications store information in various types of tables that serve different
purposes. These tables include:
• Translate tables.
• Processing and defaulting tables.
• Control tables.
• Transaction tables.
Slide 127 ______________________________________________________________________________________________________
Student Notes
Purpose of Tables
Populating these tables is a fundamental step in implementation. Table setup enables
users to customize their PeopleSoft application to mirror the human resource
management practices and processing rules of their companies.
These tables serve your organization in a number of ways by: n l y

•
e O
Providing a repository for you to establish and maintain all of your company’s core
data online.
U s
•
•
A I
Eliminating redundant data entry by providing default values.
Contributing to data integrity within your PeopleSoft system by ensuring uniformity
O
and consistency with your data entry.
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
c l e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Describing How the Process Scheduler Operates
Using the Process Scheduler

The Process Scheduler is a tool that enables application users to manage batch processes
by performing the following tasks:
• Scheduling recurring processes.
• Creating jobs (group of processes).
• Scheduling process requests to run on any date or time interval that your business
requires, such as monthly, daily, hourly, or even by the minute.
• Submitting jobs to run several processes and scheduling successive processes that are
based on the status of a previous process in the job.
Slide 128 ______________________________________________________________________________________________________
Student Notes
The Process Scheduler is the part of the system that runs most of the reports.
Example: Process Scheduler
n l
Use this page to enter general process parameters and submit process requests: y
e O
U s
A I
O
l &
a
Process Scheduler Request page
n
te r
______________________________________________________________________
I n
______________________________________________________________________
cl e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Explain What Reporting Tools are Available in PeopleSoft Applications
Types of Reporting Tools

PeopleSoft Reporting Tools include:
• Crystal reports
• SQR (Structured Query Report writer)
• Excel
• PS/Query
• PS/nVision
• OLAP (Online Analytical Processing)
Slide 129 ______________________________________________________________________________________________________
Student Notes
PeopleSoft provides several tools to extract data from your Human Resources system.
______________________________________________________________________
n l y
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
cl e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Creating and Using a Group Through Group Build
Defining Group Build

Group build provides a standardized way for defining groups based upon user-defined
criteria. After a group is defined, you can use it throughout the Human Resources
Management System.
Slide 130 ______________________________________________________________________________________________________
Student Notes
Applications That Use Group Build
You can define groups in using the Group Build process and use those groups in the
following applications:
• PeopleSoft Enterprise Payroll for North America
• PeopleSoft Enterprise Benefits Administration
• PeopleSoft Enterprise Stock Administration
Business Processes That Use Group Build
n l y
The following PeopleSoft Enterprise Human Resources business processes use group
build:

e O
U s
A I
• Employee Review
O
• Administer Training
l &
•
a
Collective Labor Management
n
•
r
Salary Forecasting for France (La Masse Salariale)
te
I n
______________________________________________________________________
cl e ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________
______________________________________________________________________

Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
l y
______________________________________________________________________
n
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
cle ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________

Appendix A
Implementing PeopleSoft
Successfully
Overview
The simplicity of PeopleSoft designs lends our applications the elegance and flexibility
for which we are renowned. So why would our approach to implementation be any
different? We believe in implementing our software with simplicity in mind—always
striving to reduce procedures, minimize documentation, and streamline communication
so that you may realize a return on your investment as quickly as possible.
This appendix provides some implementation considerations to help move your new
system into production as quickly and effectively as possible.
Implementing for Success
l y
The truly important aspects of an implementation are those that directly affect how
n
quickly the system can be brought into effective service—and the quality of the end result
e O
as measured against business goals, requirements, and the culture of your agency. To
strike a balance between speed and quality, identified below are guidelines that empower
An approach to implementing for success involves:

U s
project participants and foster a real commitment to change.
• Understanding your business objectives.

A I
• Identifying risks early. O
• Assessing complexity.
l &
•
n a
Scoping for simplicity.
•
te r
Phasing your progress
•
I nDesigning for “implementablilty”.
cl e
• Assuming ownership of the project.
r a
Understanding Your Business Objectives
O Defining your organization’s business objectives at the onset of your project shapes your
implementation and can significantly affect its outcome. Your new system will
undoubtedly accommodate both tactical and strategic business objectives. Tactical
objectives involve converting current functionality to a new applications platform to

Implementing PeopleSoft Successfully Appendix A
overcome operating deficiencies—such as decreasing the cost of the employee benefits

enrollment process. Strategic objectives drive your project by supporting major
operational initiatives—like better capacity planning or faster financial reporting—that
will keep your organization competitive.
Defining Business Objectives

When defining your business objectives you’ll first identify the high-level goals your
organization hopes to fulfill, such as:
• Tighter financial controls.
• Faster delivery of products.
• Reduction in the cost of “back office” processes.
• Quick, daily access to current cost information.
These goals help determine one of your most important implementation decisions—if and
to what extent you’ll reengineer your existing business processes in preparation for the
new system. For instance, if one of your key goals is to streamline your product design
process, then implementing PeopleSoft Configurator may require you to significantly
restructure your bills of material. We encourage you to be open to reengineering
opportunities—even after you’ve gone into production with your system—because a truly
flexible system supports and encourages change.
The second step in defining business objectives is to assess your legacy system by
l y
conducting a formal, structured review of system functionality and technical architecture.
n
Although you should avoid over-analyzing the system—which may reinforce resistance
including:
e O
to change—it is important to understand certain key components of your legacy system,
• Weaknesses
U s
A I
Identify your legacy system’s areas of process and functional weakness. What is
preventing you from meeting customer demand? Which features cost the most to
maintain? Where are possible areas of obsolete functionality? Look to system
O
measures, such as transaction volumes and processing time, as a means of identifying
trouble spots.
l &
• Key differentiators
n a
te r
Study features that enable your organization to meet its objectives. What key
differentiators must you preserve? What aspects of your system support or contribute
I nto your competitive advantage?
c l e
• Future needs
Forecast additional needs of your organization. Do you plan to increase the size of
r a your agency? Will you eventually need to accommodate remote users? Will
transaction volume decrease as a result of changes in your business? By analyzing
O these measures and how they fit in with your overall business objectives, you can
better prioritize and focus your implementation.

Appendix A Implementing PeopleSoft Successfully
Tying Solutions to Business Objectives

After defining your objectives, you can begin the process of developing new system
solutions. We strongly suggest that you tie these solutions directly to your business
objectives. For example, if your objective is to streamline your benefits enrollment
process, then a Web-enabled enrollment solution can be tied to this objective. Ensure that
you report all progress and deliverables relating to the solution’s implementation against
the achievement of your objective.
By associating solutions with business objectives you ensure that your team stays focused
and is better able to avoid “scope creep.” Each time a change is requested or an issue is
raised that may impact the project end date, ask yourself how this ties to the original
business objectives, and whether this change will help you achieve them.
Identifying Risks Early

Because an implementation necessitates a change in the status quo, it presents a certain
degree of risk to your organization. Most of these risks relate to your organization’s
readiness to take on the new system or to the availability of required resources. Whether
your new system replaces existing functionality or introduces a whole new process and
organizational infrastructure, you should carefully consider the risks associated with the
change. Keep in mind that your greatest risk appears before you implement, in the
“danger zone” of project scoping and design, when errors can trickle down and magnify.
Assessing risk factors is equally as significant as analyzing the system cost and benefits.
n l
Can you afford system downtime if the implementation stalls? Are you prepared to
y
handle critical dates, especially during year-end processing periods? Have previous
implementations fizzled?
e O
You’ll assess risks along the four dimensions of project, people, process, and product or
technology:
U s
• Project risks
A I
These risks relate to such factors as the clarity of functional and technical
O
requirements, your organization’s implementation history and its impact on the
project, how you measure success, and the adequacy of project funding. Often the
l &
discussion of these risks leads to better planning.
• People risks
n a
te r
You can assess people risks around the skill sets of your implementation team and
users, the degree of user involvement, and communication issues. Most often you’ll
I nlessen these risks by establishing a solid training and communication plan.
c l e
• Process risks
r a Consider the extent to which implementing PeopleSoft will change your

organization. For instance, will the system change your existing process support
O tools, such as forms? Will users require more than online documentation? Typically
you’ll mitigate process risks by ensuring that users understand the process, not just
the application.
• Product risks

These risks are associated with how the PeopleSoft products fit into both your
existing system architecture and the new technologies you employ within the project.
For example, what are the risks associated with system performance issues? In many
cases you can lessen these risks by employing emerging technologies that enable you
to maximize the PeopleSoft applications in your environment.
Once you’ve identified your implementation risks, you’ll develop a mitigation strategy.
Common themes that emerge during the project will help you establish a logical strategy;
you may also align your plan along each of the four dimensions.
In particular, your risk assessment effort will drive:
• Your phasing strategy.
• The customization of your implementation methodology.
• The degree of need for project management controls.
• The composition of your project team.
By facilitating a discussion to understand implementation risks early, you’ll enable

management to understand the effects of the implementation and to focus the appropriate
resources on the project. By considering the impact of the change on your technology
infrastructure and your organization as a whole, you can align your project scope and
approach with business objectives and with your organization’s capacity for change.
Assessing Complexity
n l y
Because system complexity is such a significant driver of project costs, complexity can
e O
become an important factor during your risk assessment. The complexity of an
implementation project is tied to the activities required to complete the project. Activities
types requires a different assessment of complexity.

U s
can be categorized as fixed, functional, development, and technical. Each of these activity
Fixed Activities
A I
O
Typically performed once per project or project phase, fixed activities rarely vary in
duration from project to project. For example, the Project Kick-Off activity generally
l &
takes the same amount of effort for each project phase, and therefore has little impact on
the complexity of the project.
n a
te r
Functional Activities
Certain implementation activities—such as defining detailed business requirements,
I n
mapping the application to the enterprise model, and training users—are oriented toward
functional uses of the software. Functional activities are driven by unique user functions,
c l e
or functional roles within your organization. Complexity of a functional activity is also
driven by the number of unique user functions.
r a Consider all the unique user functions your PeopleSoft solution will enable. What is their
impact to your business? And how will the process change for these functional users?
O Take the function of Receiving Clerk as an example. If the process for receiving expense
material differs significantly from that for inventoried material, these are actually two
unique Receiving Clerk functions. If receiving occurs in more than one location and the
processes are different, the functions are again unique.

Accommodating each unique user function contributes to the complexity of

implementing each application.
You can assess functional complexity along the dimensions of the following:
• Process complexity
Refers to the complexity involved in the process for each unique user function.
Generally a function is more complex when it depends upon various other functions
to accomplish a goal. For example, a typical Payroll Clerk process may be low in
complexity. The process complexity for a Payroll Specialist user function that
handles payroll transactions for expatriates, however, may be relatively high.
• Fit complexity
Perform a high-level evaluation of the fit of the application with your functional
requirements. If the fit is poor, your resulting adjustment of either the user function
or the application will drive implementation complexity. A low fit complexity means
that you have a solid functional fit, or require only minor workarounds to meet
requirements. If some process or system change is required, fit complexity is
moderate. High fit complexity reflects the need for major process or system changes
such as business process reengineering or custom development.
• Intensity
Assessment of the importance of transactions in terms of extended value or risk to the

business. User function intensity reflects the fact that some user functions and their
n l y
related transactions are more important than others, requiring more detailed analysis
of and design for operational processes and controls. For example, intensity would be
low for a user function that has highly complex processes but is rarely transacted on
the system.
e O
Development Activities
U s
After you’ve made every attempt to modify your organization to match the system’s core
A I
functionality, you’re ready to begin customizing your system. Most implementations
require customization, or development activities—developing bridges, interfaces,
conversions, and reports.
O
l &
You can determine development complexity for each bridge, conversion, interface, or
report that must be developed by considering such factors as:
•
n a
Development tools you’ll require, such as Application Engine, PeopleCode, and
r
Application Designer.
te
•
I nDegree of new functionality to be built into a page
c l e
•
•
Number of data sources and the accuracy of the data
Integration with other packages and their complexity
r a • Calculations required in a report

O

Technical Activities
Technical infrastructure factors such as multiple production databases, emerging
technologies, and remote access capabilities will undoubtedly increase the complexity of
your implementation.
When determining technical complexity, consider the following:
• How recently your organization converted to Internet technology.
• What are your remote access requirements?
• Whether your organization is changing databases platforms.
• How PeopleSoft may fit with your existing architecture and perform with multiple
interfaces.
• Centralized versus decentralized architecture.
Once you’ve identified the degree of complexity that your project entails, tailor your
implementation plan to account for this complexity. A more complex implementation
usually means that you will need more project team resources or perhaps more
specialized resources.
Phasing Your Progress

We strongly encourage you to mitigate implementation risk by phasing your
l
implementation—a gradual process by which you “bite off only what you can chew.”
n y
Over the years we’ve identified a number of issues—including lack of support resources,
O
infrastructure limitations, and high business operations risks—that can undermine the
success of a “big bang” implementation. A phased implementation lets you ease into your
e
new system functionality and energizes your team with the adrenaline and momentum of
early successes.
U s
A I
With PeopleSoft you can phase your project using a variety of methods. We encourage
you to choose your method carefully, because the manner in which you structure your
implementation timeline and release application software into production—in other
O
words, the extent to which you employ phasing—will be the biggest driver of project
costs.
l &
functional.
n a
Examples of phasing methods include geographical, volume, organizational, and
Geographical
te r
I n
If you’re implementing PeopleSoft Financials over different geographic locations, your
first phase might involve implementing PeopleSoft General Ledger for your North
c l e
American location. In Phases 2 and 3 you could implement PeopleSoft General Ledger
for your European and Asian operations, while concurrently implementing PeopleSoft
r a Payables and Receivables in North America.
O Volume
Suppose you’re implementing PeopleSoft Payroll company-wide. In Phase 1 you might
include all salaried employees, and in Phase 2 you’d include hourly employees. In later
phases, you could add the balance of your workforce to your Payroll system.

Organizational
To implement an enterprise suite you’d most likely phase by functionality. In Phase 1,
you’d implement PeopleSoft Financials to serve as the backbone of the system. Phase 2
would involve implementing Distribution and linking to your new Financials system. In
Phase 3 you’d implement Manufacturing to tie your core operation to the support
organizations already in production.
Functional
Another phasing approach would involve implementing the core application functionality
first, then leveraging online analytical processing (OLAP) and workflow capabilities in
Phase 2. In Phase 3 you’d implement Web-enabling capabilities. With each phase you
further enrich the functionality of your PeopleSoft system.
Why has the phasing approach worked for other PeopleSoft customers? It provides
milestones for the project team, shows early results, and essentially enables you to
“practice” your implementation. Any challenges presented in Phase 1 can be worked out
in subsequent phases. And the experience you gain from focusing on “need to have”
requirements in the early phases prepare you to address the more complex, “nice to have”
functions and features during later phases of your project.
Scope for Simplicity

Scope definition and management is one of the most critical aspects of your
implementation. Scoping your project will immediately raise the issue of whether you
you to consider Albert Einstein’s wisdom when weighing the options: “Everything
should be made as simple as possible, but not one bit simpler.”
n y
want to change your current business processes, and if so, to what extent. We encourage
l
e O
Knowing that a broad target can attract more problems than a smaller target, scope your
project with simplicity in mind—always thinking about how to reduce steps and make it
s
easy for your project team to avoid and correct mistakes.
U
A I
When implementing a solution as powerful as PeopleSoft, it’s easy to take on too much,
too soon. During the scoping process, consider the risks and complexity of the project
and focus on your business objectives. Identify the required “chunk” of work you must
complete to meet those objectives. O
l &
You may also find it helpful to identify the areas targeted for support by the
a
implementation, by project phase:
n
•
r
Business processes or functions
te
•
• I nInternal audiences, user communities, departments
c l e
•
Geographic areas impacted
External entities—customers, suppliers, business partners, employees
r a After you’ve defined your scope—including what will not be part of your scope—you
O should at all costs attempt to avoid the insidious effects of “scope creep.” Establish
controls early in your implementation that will help constrain scope as the project
progresses.
Some techniques include:

• Following project status
Utilize project management tools such as Gantt charts and status reports to ensure
that project deliverables are focused on implementation results. Define up front a
corrective action process to control project scope and budget.
• Controlling change
Define a process for managing factors such as interfaces, conversions, and bridges
that are involved in customizing the software. By tightly controlling custom changes,
you keep implementation costs in check and reduce the cost of future upgrades.
• Tracking issues
Define a process for tracking issues and software misfits that enables you to manage
these issues throughout the implementation. Ensure that your process accommodates
issues that might result from changing your current implementation plan.
Aiming For the Mark

Although various complications and complexities will invariably impact your project,
you must strive to keep sight of what you’re implementing. Your team’s most important
task is to decide how to best apply PeopleSoft within your business. For instance, the
design of your inventory locations will greatly influence material movements, cycle
counting, and physical location setup. The more you learn about the application’s
inventory location capabilities, the easier decisions will be.
l y
If you spend time up front learning the system’s capabilities, you’ll help simplify the
n
development of detailed business requirements. You’ll also set the stage for less
O
customization, increasing the chances of sticking to your initial project timeline. Ideally,
your new system will become your projected set of business requirements.
e
U s
You also need to keep sight of your end users. While your implementation team will
consist of superstars, the system they implement must be accessible to typical end users.
A I
Remember to design and implement with simplicity in mind, avoiding bells and whistles
that your average user may not need or that your support organization may have trouble
maintaining.
O
l &
You’ll minimize the time frame of the overall project by aiming at a condensed target—
concentrating only on critical project tasks such as determining requirements, mapping,
n a
performing conversion, and testing. By minimizing the amount of work in progress,
you’ll prevent delays that can result when team members must compete for each other’s
te r
time or for key resources. Try to keep your mark—your scope and solution—as small and
simple as possible while still meeting business objectives.
I
Designing for “Implementability”
n
c l e
In manufacturing, the concept of “designing for manufacturability”—also known as
r a “concurrent engineering”—emphasizes that process design should be considered
O concurrently with product design. At the same time you specify a product’s functionality,
performance requirements, and attributes, you should also consider the capabilities of
production and suppliers so that the product is easy to build, service, and use. This
approach has been shown to dramatically reduce product cost and quality, as well as your
risk of failure.

At PeopleSoft we espouse a similar principle known as “designing for

implementability”—considering not just how the system works, but how it works within
the context of your business processes. Remember that PeopleSoft simply enables your
processes. Your team must ensure that everything they do is targeted toward modeling
how the new business processes—cutting paychecks, entering journals, administering
financial aid—will operate effectively, efficiently, and accurately to meet defined
business objectives.
Implementing in Reverse
It is important that you consider your system solution, or end result, before designing
your project. Known as “implementing in reverse,” this approach involves envisioning
the ultimate state of your system and planning backward from there. What functionality
must be in place, and when? How will you handle converted files, qualified users, help
desk procedures, backup plans, and so forth?
Keep in mind that rather than creating a new system, you are adapting to a new system.
Focus on designing the system within the context of your final processes. In other words,
make our software work by adapting it to your vision—your efficient, finely tuned, ideal
business processes.
Assuming Ownership
It is crucial that from the earliest stages of your implementation, each group of
participants—management, implementation team, and users—assumes ownership for the
n l y
project. Your teams should not only adopt the system early as their own new way of
doing business, but they should plan to measure themselves on their knowledge of its
features and capabilities once the system is in production. Early “buy-in” from your
achieve implementation success.

e O
entire organization fosters a cooperative environment in which you can more easily
Assuming ownership for your implementation involves:

U s
• Employing tiered leadership.
A I
• Dedicating your project team.
O
• Involving end users.
l &
Employing Tiered Leadership
n a
te r
Although your project manager is in charge of the implementation, we recommend that
you seek project guidance and leadership from numerous groups within your
organization.
I n
A crucial component of this “tiered leadership” approach involves the formation of a
c l e
steering committee. Composed of company executives, this committee provides the
project team with policy clarifications and assistance in resolving key tradeoffs. Your
r a implementation project manager should be both full-time on the project and a full-time
member of the steering committee. In this way you’ll have top-to-bottom involvement in
O the project, which is kept in check by interrelated decision-making processes.
Another important factor in your project’s success is executive sponsorship. Sponsors can
help bring visibility to the project by communicating the significance of the new system’s
role in meeting your organization’s overall business objectives. Strongly encourage your

executive sponsor to chair the steering committee. In this way the strategic direction of
the project cascades down from the sponsor, through the steering committee, and
ultimately to the project team.
Dedicating Your Project Team

A dedicated, well-rounded, formally trained project team will drive your successful
PeopleSoft implementation. A team that has fully assumed ownership of the project—is
committed full-time and dedicated solely to the implementation—can easily cut through
potential technical, political, and resource issues.
While the size of your team will vary according to the scope of your project, the most
successful teams include a blend of functional, technical, and management expertise. We
recommend locating team members in the same working environment—a method that
encourages constant communication and reduces the amount to time required getting
questions answered.
Functional Resources - Each functional team member should be a proven representative

of their user constituents, meaning that they should be drawn from the user community
itself. Organize these functional resources along business processes so that you have an
“owner” for each process. In this way you’ll adequately address issues that result when
you integrate software across business unit boundaries.
In addition, encourage your functional experts to develop a program of process

qualifications whereby business processes are considered qualified to go live only after
being tested by certified users.
y
Technical Resources - Ensure that your technical team has the skills to meet the demands
l
of the new system. Securing technical resources for your team may become an issue if
n
your system experts are not up-to-speed on the most current technologies. If you migrate
e O
from mainframe to client/server, for example, and your existing team has only a tentative
grasp of multi-tier architectures, they’ll require extensive training and assistance.
U s
Project Management - It’s essential that you secure the best project manager available on
your staff, regardless of the manager’s current responsibilities. It’s also important that the
A I
manager be a respected member of your sponsoring business organization. Rather than
dividing project management—for instance, having an information systems manager and
O
a business manager sharing duties—we recommend that you give one project manager
authority to make decisions across all impacted organizations.
l &
We encourage you to consider the consulting services of PeopleSoft Consulting as a
a
means to augment your project team if you find your in-house skills are incomplete.
n
te r
Our consulting organization can provide numerous services to augment your team,
including:
• I nIn-depth knowledge of PeopleSoft applications.
cl e
• Implementation expertise specific to your industry.
r a • Reengineering.
O •
•
Organizational change management.
Offsite development capabilities.
• Knowledge of emerging technologies.

Remember that you’ll want to retain at least some of your implementation expertise in-
house, and PeopleSoft Consulting is adept at transferring knowledge to your team.
Involving End Users

While your project team includes numerous end users, it is your user community as a
whole that will eventually own the new system. As such, you’ll want users to be both
prepared for and excited about the changes your project is bringing about. By keeping
them abreast of system decisions and functionality, they can accept the change and
become part of the new system.
Well before user training officially begins, strive to educate users about the business
objectives you’ll achieve with the new system. We bet this will encourage them to take
an active role in the project and to participate more enthusiastically in decision-making
processes. For example, if you demonstrate PeopleSoft functionality for your users, they
will likely volunteer lower-level functional requirements to the project team—rather than
waiting for the team to come to them. Early user involvement, especially in the rapid
prototyping process, means that users will usually have a firm grasp of the system and
will feel more confident during user training.
In addition, ensure that users actively sponsor their respective members of the
implementation team. Together, team members and users should successfully transfer
their areas of responsibility and set of business processes to the new system.
Ownership Through Instruction

Encourage end users to assume ownership of the new system by providing them with
l y
peer instruction. In other words, develop a process in which your initial end user trainees
become trainers who will present the new system to peers and user community
n
O
representatives. This type of instruction encourages a higher acceptance rate among
users—if their peer instructors can use the new system, why can’t they?—and helps
e
promote a swift adaptation of your business processes to the new operational models.
U s
Before peer instructor training begins, assign homework—portions of the application
A I
documentation—to your attendees. In this way users can familiarize themselves with the
new business processes and will come to class more prepared.
Attaining Implementation Success O

l &
At PeopleSoft, we’ve seen that project success depends more often on how you
a
implement the software than on the software itself. We offer you flexible, powerful
n
te r
applications that are easy to implement; yet your implementation success will depend
heavily upon the clarity of your project plan and your ability to manage the project scope
and team.
I n
Our aim is help you design your project for simplicity—in terms of scope, management,
c l e
and communication. Of course you’ll strive to take full advantage of the power of
PeopleSoft software—to use our sophisticated, robust functionality and technology to
r a redesign your current processes and to flush any lingering deficiencies from your legacy
system. But remember to focus on simplicity. For the sake of reaching project milestones,
O attaining the essential “early wins” that nourish your team’s momentum, and realizing
your system’s value as quickly as possible, it’s essential that you foster an
implementation environment of progression rather than transformation. Once your
system’s in place, there’s plenty of time to implement the additional changes, processes,

and technologies that can take your organization to its highest levels of productivity and
competitiveness.
n l y
e O
U s
A I
O
l &
n a
te r
I n
c l e
r a
O

Appendix B
PeopleSoft Security
Overview
Security has always been a critical element of PeopleSoft business applications because
they manage crucial business transactions and data. Typically, an agency does not permit
every department to have access to all applications, nor does it allow everyone within a
department to have access to all the functions or all data in a particular application.
Additionally, customers generally restrict who can customize PeopleSoft applications to
eliminate the potential for “aspiring programmers” to tinker with production applications
and databases.
PeopleTools provide a number of security features to ensure that sensitive application

data, such as human resource, payroll, and financial information, does not fall into the
wrong hands. These tools work in conjunction with the network and Relational Database
Management System (RDBMS) security software that you already have to provide
security for a PeopleSoft system
Types of Security
n l y
O
Accessing a PeopleSoft application requires passing through several layers or levels of
e
Network Security
security.
U s
A I
Network security controls user access to shared hardware and software resources. Server
O
file access rights can be used to restrict a user’s access to PeopleSoft applications.
Database Security
l &
n a
Database security controls access to database tables. Each RDBMS that PeopleSoft
te r
supports has its own security system, which works in conjunction with PeopleSoft online
security. Although this type of security may vary depending on the database environment,
• I n
RDBMS security generally controls which:
c l e
•
Users can login to a database and what they can do once they login.
Tables or views users can access and the commands they can use to manipulate data.
r a • Users can perform server system administration activities.
O Please note that PeopleSoft security capabilities and administration issues vary depending
on the selected RDBMS platform.

PeopleSoft Security Appendix B
Network Security, Operating System Security, and Database Security capabilities are
defined by the technical environment and are configured outside of PeopleSoft.
PeopleSoft Online Security

Online security available through PeopleSoft can be classified into three main
components:
• Application - PeopleSoft online information
• Reporting - Query, PS/nVision, Crystal reports
• Developer - development tools and components used to provide the definitions.
Each of these components is controlled within the PeopleSoft application and is designed
to allow a flexible degree of security based on your unique business rules.
Application Security
This type of security within PeopleSoft controls the data users are able to access while in
the system. It can include pages, menu items, and actions. Specifically, the secured
details include:
Tables and Columns

You restrict access to table and column information by granting or revoking menu access.
Row-level
n l y
Row level security controls the rows of data that can be accessed by each user. Users can
e O
have access to a record without having access to all the rows on that record. Row level
security is implemented using table views to control the rows of data that can be accessed
U s
by each user. In HRMS it is based on departments and defined using the Tree Manager.
Using the security tree, which is a graphical representation of the organization’
departments.
A I
department hierarchy, you can view and update the reporting relationships amongst
Field Level
O
l &
Field level security restricts user access to specific data fields. Information contained on a
page can be subjectively restricted based on criteria written expressly for that page, using
a
the delivered PeopleCode language. For example, the Director of HR may not want all of
n
te r
the HR staff to have access to the compensation data for the high-level executive
directors and managers. You can create a special table that grants access to that data for a
specific group of users.
Reporting Security I n
c le
Typically, not everyone in an agency has access to all employee data. Reporting security
r a can be set for the following reporting tools:
O Query
Query takes advantage of user profiles and row-level security. You can control what
query operations a user can perform and what data he or she can access through the use
of a tree structure.

Appendix B PeopleSoft Security
PS/nVision
PS/nVision’s “row-level” ledger security joins an authorization table with the reporting
table to select only the rows a user is authorized to see. These reports can be based on any
ChartField(s) you choose.
Process Scheduler
With your PeopleSoft application, you will have certain processes/programs, batch
programs, reports, and so forth, which perform behind the scenes of your online system.
PeopleSoft provides security to these processes using secure definitions and page access.
Developer Security
Developer Security includes the controls on the Application Developer Tools. These
control both accesses to the developer tools within the Application Designer and the
degree of access. Object security allows you to govern access to individual database
object definitions- record definitions, field definitions, page definitions, and so forth--
created in the Application Designer. Using object security, you can grant your developers
full access to the PeopleTools they need, while protecting particular object definitions
from being modified.
Implementation Considerations
Security Administration is a full-time job; ensure that a team member is dedicated to this
effort.
n l y
The security administrator needs to be trained early in the appropriate classes and
actively engaged in security implementation decisions.
e O
The more elaborate security becomes the greater impact it has on time, resources, and
budget.
U s
A I
O
l &
n a
te r
I n
c l e
r a
O

PeopleSoft Security Appendix B
Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
l y
______________________________________________________________________
n
O
______________________________________________________________________
e
s
______________________________________________________________________
U
I
______________________________________________________________________
A
O
______________________________________________________________________
l &
______________________________________________________________________
n a
r
______________________________________________________________________
te
I n
______________________________________________________________________
cle ______________________________________________________________________
r a ______________________________________________________________________
O ______________________________________________________________________

Oracle Internal & OAI Use Only Oracle Internal & OAI Use Only

Uploaded by

Document Information

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

Oracle Internal & OAI Use Only Oracle Internal & OAI Use Only

Uploaded by

Copyright:

Available Formats

Introduction to PeopleSoft for

U.S. GOVERNMENT RIGHTS

Preface Introduction to PeopleSoft for HRMS.......................................................................... vii

Lesson 1 Course Overview ...............................................................................................................1

Lesson 2 Business Process Overview ...............................................................................................3

Lesson 3 Navigating Through the PeopleSoft System..................................................................35

Lesson 5O Working With Tables....................................................................................................107

PeopleSoft Proprietary and Confidential iii

Describing Characteristics of Control Tables..................................................................113

Lesson 6 Running Human Resources Processes and Reports...................................................127

Lesson 7 Using Group Build ........................................................................................................153

r a Scope for Simplicity........................................................................................................193

Appendix B PeopleSoft Security .......................................................................................................199

iv PeopleSoft Proprietary and Confidential

PeopleSoft Proprietary and Confidential v

vi PeopleSoft Proprietary and Confidential

Introduction to PeopleSoft for

Typographical Conventions and Visual Cues

Typographical Convention Description

te r Indicates a PeopleCode program or other code example.

r a { } (curly braces) Indicate a choice between two options in PeopleCode syntax.

O [ ] (square brackets) Indicate optional items in PeopleCode syntax.

PeopleSoft Proprietary and Confidential vii

Typographical Convention Description

Note. Example of a note.

Important! Example of an important note.

O may also appear at the beginning of a note or other text.

Example of a country-specific heading: “(FRA) Hiring an Employee”

viii PeopleSoft Proprietary and Confidential

• (USA) United States

Related Documentation and Resources

See PeopleSoft Customer Connection, http://www.peoplesoft.com/corp/en/login.jsp.

O Software, Hardware and Software Requirements

n a Software, Installation Guides and Notes

c l Product release roadmap

r a Upgrade Documentation and Software, Release

PeopleSoft Proprietary and Confidential ix

x PeopleSoft Proprietary and Confidential

• Describe the core PeopleSoft Enterprise Human Resources business process.

• Navigate within PeopleSoft applications and link to online documentation.

• Describe how the Process Scheduler operates.

Create and use a group.

PeopleSoft Proprietary and Confidential 1

• Navigating through the PeopleSoft system.

• Understanding system structure.

• Working with tables.

• Running human resources processes and reports.

• Using group build.

2 PeopleSoft Proprietary and Confidential

Business Process Overview

• Core PeopleSoft Human Resources and Human Resources Management System

• PeopleSoft self-service applications.

• Enterprise Performance Management and Workforce Analytics.

PeopleSoft Proprietary and Confidential 3

Describing Core PeopleSoft Human Resources and HRMS Functionality

Basic PeopleSoft Human Resources Structure

Maintain employee benefits.

4 PeopleSoft Proprietary and Confidential

• Manage your workforce competencies.

PeopleSoft Proprietary and Confidential 5

Describing Core PeopleSoft Human Resources and HRMS Functionality

PeopleSoft Enterprise Human Resources

Absence and Vacation