Business Process Overview Lesson 2

Describing PeopleSoft Table Setup Considerations

Implementation Consideration Steps

When implementing PeopleSoft HRMS, you must complete the following steps before
working with person and worker-level data:

1. Evaluate your company’s system and table requirements.

2. Determine table structure and data dependencies within PeopleSoft HRMS.

3. Establish system setup tables and default values.

4. Establish person and worker-level data.

Slide 15 _______________________________________________________________________________________________________

Student Notes
Table setup enables organizations to implement PeopleSoft to mirror the HRMS practices
and processing rules of their business.

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16 PeopleSoft Proprietary and Confidential

Lesson 2 Business Process Overview

Describing PeopleSoft Table Setup Considerations (continued)

Table Setup Considerations

When working with PeopleSoft system tables, there are setup considerations that you
need to make:

• Sequence of table setup.

• Default values.

• Effective dates.

• Actions.

Slide 16 _______________________________________________________________________________________________________

Student Notes

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PeopleSoft Proprietary and Confidential 17

Business Process Overview Lesson 2

Describing PeopleSoft Table Setup Considerations (continued)

Human Resources Foundation Table Setup Sequence

This diagram represents the core human resources foundation table setup sequence:

Intallation and Business Unit Establishment, Compensation Job and Pay

Company and TableSet Location, and Group
Sharing Department

Installation Establishment Comp Rate **

Business Unit Job Code Table
Table (not required by all) Code tables

** ** (JPN) Education **
(JPN) Supervisor
Company TableSet IDs Location
tables Levels

Salary Plan and**

(CHE and JPN) **
Postal Code and TableSet Control Department Pay Group Table
Salary Grades
Country

Business Unit **
Options Defaults
n l y
Org Defaults by
Permission Lst
e O
U s
Slide 17 _______________________________________________________________________________________________________

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Student Notes
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Table Loading Sequence
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n a
When you populate tables in the PeopleSoft Human Resources system, you must load

te r
each table in a prescribed sequence that takes into account the data dependencies of the
system. For example, you need to establish locations on the Location table in order to use

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them as default values on the Department table.

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18 PeopleSoft Proprietary and Confidential

Lesson 2 Business Process Overview

Foundation Table Sequence

The following table shows the table setup sequence for Human Resources:

Foundation Table Purpose

1. Installation Table Processing Rules (HRMS).
2. Company Legal entity/(USA) FEIN, (CAN) WCB.
3. TableSet ID Identifier for sets of rows in your control tables (setIDs).
4. Business Unit Logical entity defining a company’s structure.
5. TableSet Control Maps setIDs to a control value, such as business unit.
6. Org Defaults by Permission Lst Defaults per user.
7. Business Unit Options Defaults Defaults per a business unit.
8. Establishment Regulatory reporting.
9. Location Physical location/mail.
10. Department Organizational unit/security.
11. Comp Rate Code Table Pay components.
12. Salary Plan / Salary Grades Salary structure.
13. Job Code Table Job attributes.
14. Pay Group Table Payroll grouping.

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PeopleSoft Proprietary and Confidential 19

Business Process Overview Lesson 2

Describing PeopleSoft Table Setup Considerations (continued)

Defaulting Options Considerations

Consider the following when determining default values in the system:

• A default is a predefined value that the system inserts into a field on a particular page
or table for you, generally based on other information that a user has entered.

• Before setting up your system default values, you need to consider whether they will
be of use to your organization.

• Usually an 80 percent rule is helpful in determining if it is worth setting up a system

default.

Slide 18 _______________________________________________________________________________________________________

Student Notes

Example: Determining Whether to Define a Default Value

l y
If an organization typically uses one pay group for its workers, it would be useful to set
n
up a system default on the Company table to automatically default the pay group at the
job level.

e O
On the other hand, if your organization typically uses two or three different pay groups
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equally, it may not be of use to set up your system default to one specific pay group.

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20 PeopleSoft Proprietary and Confidential

Lesson 2 Business Process Overview

Describing Effective Dating and Action Types

Three Effective Date Types

The system categorizes effective-dated rows into three basic types:

• Future.

• Current.

• History.

Slide 19 _______________________________________________________________________________________________________

Student Notes

Working with Effective Dates

Effective dates enable you to keep history, current, and future information in tables.
When you update existing information, you do not want to lose or overwrite the data

y
already stored in the database. To retain historical data, you can insert a new data row
l
identified by the date when the information goes into effect: an effective date. An
n
effective date is a column in a table that is a key, but it is not typically a search key.

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PeopleSoft Proprietary and Confidential 21

Business Process Overview Lesson 2

Describing Effective Dating and Action Types (continued)

Four Action Types

The action that you select tells PeopleSoft the type of activity you want to perform on the
database. The following four action types are available:

• Add.

• Update/Display.

• Include History.

• Correct History.

Slide 20 _______________________________________________________________________________________________________

Student Notes

Action Types
With PeopleSoft action types you can:

n l y
Add
O
With Add, you can add a new row of information to the
database with a new high-level, primary key. If you think
e
s
of it in terms of a file cabinet, you are adding a new file
folder to the filing cabinet.
U
Update/Display

A I
With Update/Display, you can view only current and
future rows—you cannot access history. You can insert
new rows with an effective date greater than or equal to
O
the date on the current row. You can correct only existing

l & future-dated rows. This is the default action when entering

a page.
Include History
n a With Include History, you can view all data. But, as with

te r Update/Display, you can correct only existing future-dated

rows. And you can insert new rows with an effective date

I n
Correct History
greater than or equal to the current row.
With Correct History, you can view, change, and insert

c l e rows of data regardless of the effective date. Because this

option is so powerful, be careful whom you allow access

r a to using it—you do not want to lose valuable information

by having people overwrite or change historical data.

22 PeopleSoft Proprietary and Confidential

Lesson 2 Business Process Overview

Describing Effective Dating and Action Types (continued)

Effective Dated Rows and Action Types

Depending on the type of row and action type, you have different editing capabilities:

Action Types
Update/Display Include History Correct History
Number
Types of Rows of rows View Correct View Correct View Correct
Future > current date Many Yes Yes Yes Yes Yes Yes
Current < today’s 1 Yes No Yes No Yes Yes
date
History < current Many No No Yes No Yes Yes
date

Slide 21 _______________________________________________________________________________________________________

Student Notes
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PeopleSoft Proprietary and Confidential 23

Business Process Overview Lesson 2

Describing Sources of Information About PeopleSoft Human Resources in

PeopleBooks

Implementation and Business Process Information

Use the PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook and
PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Administer Workforce to find
implementation and business process information for PeopleSoft Human Resources,
including:

• Information for getting started with an implementation.

• Implementation concepts and tasks.

• Business process concepts and tasks.

• Appendixes and report samples.

Slide 22 _______________________________________________________________________________________________________

Student Notes

n l y
Additional Information

e O
This table lists the locations of additional information in the PeopleSoft Enterprise HRMS
8.9 Application Fundamentals PeopleBook:

Location Type of Information

U s
Getting started chapter
A I
This chapter provides general implementation information and reference to
additional sources of pertinent information.

O
The getting started chapter contains:

l &
• The business processes documented within the book.

a• Integration between the product and other products.

t e rn • A high-level documentation to how our documentation maps to the overall

implementation process.

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24 PeopleSoft Proprietary and Confidential

Lesson 2 Business Process Overview

Location Type of Information

Implementation chapters These chapters discuss implementation concepts and tasks.
• “Understanding HRMS.”
• “Understanding Organizational Relationships, Employment Record
Numbers, and Multiple Jobs.”
• “Working with System Data Regulation in HRMS.”
• “Working with Regulatory Regions.”
• “Setting Up and Administering HRMS Security.”
• “Setting Up and Installing PeopleSoft HRMS.”
• “Setting Up and Work with Frequencies.”
• “Setting Up Organization Foundation Tables.”
• “Setting Up Personal Information Foundation Tables.”
• “Setting Up Jobs.”
• “Setting Up Local Country Functionality.”
• “Setting Up Group Definitions and Security.”
Business process chapters The chapters that follow the implementation chapters discuss business
process considerations that are helpful to both implementers and power users.
• “Setting Up and Working with Groups.”
• “Setting Up and Working with Self-Service Transactions.”
Appendixes and report The appendixes provide reference information about the reports that are
samples
l y
delivered with the system. Samples of reports appear at the end of the
appendixes.
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Human Resources 8.9 PeopleBook: Administer Workforce:
U s
This table lists the locations of additional information in the PeopleSoft Enterprise

Location Type of Information

A I
Getting started chapter
O
This chapter provides general implementation information and reference to
additional sources of pertinent information.

l &
The getting started chapter contains:

a
• The business processes documented within the book.

t e rn • Integration between the product and other products.

• A high-level documentation to how our documentation maps to the overall

In
implementation process.
Implementation chapters These chapters discuss implementation concepts and tasks.

c l e • “Setting Up the Administer Workforce Business Process.”

ra
• “Setting Up Country-Specific Tables.”

PeopleSoft Proprietary and Confidential 25

Business Process Overview Lesson 2

Location Type of Information

Business process chapters The chapters that follow the implementation chapters discuss business
process considerations that are helpful to both implementers and power users.
• “Adding a Person in PeopleSoft Human Resources.”
• “Increasing the Workforce.”
• “Entering Additional Data in Human Resources Records.”
• “(BEL) Entering Additional Data for Belgian Workers.”
• “Managing Country-Specific Workforce Data.”
• “(JPN) Tracking Additional Appointments (Kenmu).”
• “(JPN) Tracking Intercompany Transfers (Shukkou).”
• “(JPN) Mass Organization Change.”
• “Updating Person and Job Information.”
• “Viewing Summary Workforce Information.”
Appendixes and report The appendixes provide reference information about the reports that are
samples delivered with the system. Samples of reports appear at the end of the
appendixes.

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26 PeopleSoft Proprietary and Confidential

Lesson 2 Business Process Overview

Review
In this lesson, you learned that:

• The features of PeopleSoft Enterprise Human Resources include complete support

for all your human resources needs with functionality for adding employment
records; tracking training and education, recording workforce skills, administering a
base benefits program; and more.

• PeopleSoft applications store information in the following types of tables: the

translate table, processing and defaulting tables, control tables, and transaction tables.

• You must define a series of core foundation tables in order to process job records
within PeopleSoft Human Resources.

• Effective dating is a central concept in PeopleSoft applications that allows you to

keep a chronological history of all your data.

• The PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook

contains information for implementing PeopleSoft Human Resources.

Slide 23 _______________________________________________________________________________________________________

Student Notes
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Additional Resources
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have discussed in this lesson:
U s
This table lists additional resources that provide more details about the topics that we

Topic Cross Reference

Translate values
HRMS foundation tables
and table sequence
t e rn
Effective dates and actions
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PeopleSoft Enterprise PeopleTools 8.45 PeopleBook: PeopleSoft Application
Designer, “Creating Field Definitions”
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PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook
a
PeopleSoft Enterprise PeopleTools 8.45 PeopleBook: Using PeopleSoft
Applications, “Working With Pages”

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PeopleSoft Proprietary and Confidential 27

Business Process Overview Lesson 2

Notes

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28 PeopleSoft Proprietary and Confidential

 Lesson 3

Setting Up Core Foundation

Tables Related to Installation
Settings and Companies

Objectives
By the end of this lesson, you will be able to:

• Define the Human Resources foundation table sequence.

• Define the Installation Table.

• Set up the Company table.

•
(CHE and JPN) Define postal code information.

Identify implementation and worker-level default options. n l y

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Slide 25 _______________________________________________________________________________________________________

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PeopleSoft Proprietary and Confidential 29

Setting Up Core Foundation Tables Related to Installation Settings and Companies Lesson 3

Defining the Human Resource Foundation Table Sequence

Human Resources Foundation Tables

We will discuss the foundation table components in the first column of this diagram:

Intallation and Business Unit Establishment, Compensation Job and Pay

Company and TableSet Location, and Group
Sharing Department

Installation Establishment Comp Rate **

Business Unit Job Code Table
Table (not required by all) Code tables

** ** (JPN) Education **
(JPN) Supervisor
Company TableSet IDs Location
tables Levels

Salary Plan and**

(CHE and JPN) **
Postal Code TableSet Control Department Pay Group Table
Salary Grades
and Country

Business Unit **
Options Defaults
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Org Defaults by
Permission Lst
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Slide 26 _______________________________________________________________________________________________________

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Student Notes
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Human Resources Foundation Tables
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This diagram shows the core foundation table sequence and the components in the system

te r
that you would access to set up these human resource tables. We will discuss the
components in the first column in this lesson.

I n
Note. The ** in the diagram signifies that SetID is a high-level key on this table.

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30 PeopleSoft Proprietary and Confidential

Lesson 3 Setting Up Core Foundation Tables Related to Installation Settings and Companies

Defining the Installation Table

Entering Processing and Defaulting Rules on the Installation Table

When you install PeopleSoft HRMS, you must complete the Installation Table. This table
is where you:

• Specify PeopleSoft HRMS applications to be implemented.

• Set HRMS options.

• Set product-specific and country-specific information.

• Select installed countries.

• Set system counters.

• Enter third-party information.

• Enter alternate-character information.

Slide 27 _______________________________________________________________________________________________________

Student Notes n l y
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Important! You must complete the information in the Org Defaults by Permission Lst
component for each primary permission list because most of the defaults in PeopleSoft
U
I
HRMS come from this table and not the Installation Table pages.

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PeopleSoft Proprietary and Confidential 31

Setting Up Core Foundation Tables Related to Installation Settings and Companies Lesson 3

Defining the Installation Table (continued)

Selecting Products on the Installation Table

The Products page provides general system information, such as which PeopleSoft
HRMS applications you are using as part of your installation.

Slide 28 _______________________________________________________________________________________________________

Student Notes

Pages Used to Specify Product Installation Information

Page Name Navigation
Products Set Up HRMS, Install, Installation Table
Global Payroll Country Set Up HRMS, Install, Installation Table, Products
Extensions: Installed GP
Click the Installed GP Countries link on the Products page.
Countries

• Use this page to select information that is related to products:

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32 PeopleSoft Proprietary and Confidential

Lesson 3 Setting Up Core Foundation Tables Related to Installation Settings and Companies

• Use this page to view installed Global Payroll countries:

Global Payroll Country Extensions: Installed GP Countries page

Note. If you are using Global Payroll, click the Install GP Countries link to identify the
global payroll country extensions that you are implementing.

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PeopleSoft Proprietary and Confidential 33

Setting Up Core Foundation Tables Related to Installation Settings and Companies Lesson 3

Defining the Installation Table (continued)

Defining HRMS Options on the Installation Table

On the HRMS Options page, you specify:

• How to manage your workforce: by worker, by position, or both.

• PeopleSoft HRMS defaults that are related to your organization’s policies.

• Capabilities of compensation functionality.

Slide 29 _______________________________________________________________________________________________________

Student Notes

Page Used to Enter HRMS Installation Options

Page Name Navigation
HRMS Options Set Up HRMS, Install, Installation Table

n l y
as to define how to manage your workforce:
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Use this page to specify HRMS defaults for hours, compensation, and currency, as well

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34 PeopleSoft Proprietary and Confidential

Lesson 3 Setting Up Core Foundation Tables Related to Installation Settings and Companies

Frequency Table Values

Pay-period frequency is not hard-coded into the system. The Work Period and Default
Comp Frequency fields use values from the Frequency table. Each frequency ID has an
associated annualization factor, which represents the number of times the period occurs
in a year. The system provides several standard frequencies with corresponding
annualization factors, but organizations can also define their own.

Example: Calculating a Pay Rate

The Frequency Table contains the following information:

D (Daily) W (Weekly) B (Biweekly) M (Monthly)

Annualization Factor 260.00 52.00 26.00 12.00

If a worker’s comp rate is 1,000 USD a week where the standard weekly hours are 40.00,
this is how the system calculates the worker’s pay rate:

Pay Rate Calculation Worker’s Amount

Hourly Rate (Comprate X Comp. Frequency) / (1,000.00 X 52.00) / (40.00 X 52.00) = 25.00 USD
(Std. Hrs X Std. Weeks Frequency)
Daily Rate (Comprate X Comp. Frequency) / (1,000.00 X 52.00) / 260.00 = 200.00 USD
Daily Frequency
Monthly Rate (Comprate X Comp. Frequency) /
Monthly Frequency l y
(1,000.00 X 52.00) / 12.00 = 4,333.33 USD

n
Annual Rate Comprate X Comp. Frequency
O
1,000.00 X 52.00 = 52,000 USD

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PeopleSoft Proprietary and Confidential 35

Setting Up Core Foundation Tables Related to Installation Settings and Companies Lesson 3

Defining the Installation Table (continued)

Entering Product Specific Processing on the Installation Table

The Product Specific page enables you to:

• Activate specific benefit functionality.

• Specify payroll options and accounting interfaces.

• Indicate that your organization comprises of more than one company. You would
also select this option to support Pension Administration functionality in the United
States.

• Select automatic job termination and suspension options.

Slide 30 _______________________________________________________________________________________________________

Student Notes

Page Used to Enter Product Specifics

Page Name Navigation
n l y
Product Specific Set Up HRMS, Install, Installation Table

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Use this page to enter product and industry-specific installation information:

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36 PeopleSoft Proprietary and Confidential

Lesson 3 Setting Up Core Foundation Tables Related to Installation Settings and Companies

Defining the Installation Table (continued)

Identifying Country Specific Functionality

Use the country pages to specify the local country functionalities that your organization
wants installed and made available to users in PeopleSoft Human Resources.

Slide 31 _______________________________________________________________________________________________________

Student Notes

Pages Used to Enter Country Specific Information

Page Name Navigation
Country Specific Set Up HRMS, Install, Installation Table
Installed HR Countries Set Up HRMS, Install, Installation Table, Country Specific
Click the Installed HR Countries link on the Country Specific page

• Use this page to select country specific information:

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PeopleSoft Proprietary and Confidential 37

Setting Up Core Foundation Tables Related to Installation Settings and Companies Lesson 3

• Use this page to view installed HR countries:

Installed HR Countries page

Note. If a local country check box is selected on the Installed HR Countries page, but
organizations do not grant country access to the users’ primary permission list on the Set
Up HRMS, Security, Component and Page Security, Setup Global Security component,
users will not see local country functionality.
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38 PeopleSoft Proprietary and Confidential

Lesson 3 Setting Up Core Foundation Tables Related to Installation Settings and Companies

Defining the Installation Table (continued)

Setting System Counters

Throughout PeopleSoft HRMS, several counter fields exist, including EmplID (employee
identification) and Person ID (person identification). Organizations can enter numbers
manually or let the system automatically assign identification numbers.

On the Last ID Assigned page, indicate the number that the system should use to start
assigning numbers.

The system will assign the next sequential number after the one specified on this page.

Slide 32 _______________________________________________________________________________________________________

Student Notes

Page Used to Set System Counters

Page Name Navigation
Last ID Assigned Set Up HRMS, Install, Installation Table

n l y
Use this page to set system counters:
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PeopleSoft Proprietary and Confidential 39

Setting Up Core Foundation Tables Related to Installation Settings and Companies Lesson 3

Defining the Installation Table (continued)

Entering Third Party and System Parameters

Use this page to set the criteria for gathering statistics and to activate the SQR security
for PeopleSoft HRMS.

You can also define parameters for using third-party applications such as Visio.

Slide 33 _______________________________________________________________________________________________________

Student Notes

Page Used to Enter Third Party and System Parameters

Page Name Navigation
Third Party/System Set Up HRMS, Install, Installation Table

Use this page to select third-party and system parameters:

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40 PeopleSoft Proprietary and Confidential