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Base Benefit Tables

PS_BEN_PROG_PARTIC - EE Benefit program participation.(keys:EMPLID,EMPL_RCD,COBRA_EVENT_ID,EFFDT)


PS_BENEFIT_PARTIC - Ben Plan type enrollment control
PS_BENEF_COMMENT - Benefit Comments

Dependent Details table

 PS_DEPENDENT_BENEF - View Dependents/Beneficiaries (Keys : EMPLID,DEPENDENT_BENEF)


Displays the dependents with their details like relationship,name of the dep,dep_benef_type,birthdates etc.
 PS_DEP_BEN - EE Dependents/Beneficiaries(Keys : EMPLID,DEPENDENT_BENEF)
In addition to above, this table stores the COBRA details of the dependents
 PS_DEP_BEN_EFF - EE Dependents Details EFFDT
 PS_DEP_BENEF_VW - EE Dependent Only View
It’s only the view that gets all the info about thedependents.
 PS_DEP_BEN_ADDR - EE Dependent Address details
 PS_BEN_NAME - EE Dependent Name
 PS_DEP_BENEF_NID - Dependent / Benef National ID s
 PS_DEPENDENT_PHONE - Dependent/Benef Phone Numbers

Health Plan Tables – Plan types – 1%(plan types from 10 – 17,1U-1Z)

PS_HEALTH_PLAN_TBL - Health Plan Attributes Table


PS_HEALTH_PLAN_VW - Health Plans types View with its long descr plan type LIKE ‘1%’
PS_HEALTH_PLAN_LNG - Health Plans types view with its long descr lng plan type like ‘1%’
PS_HEALTH_BENEFIT - Health Benefits EE Elections
PS_HEALTH_DEPENDNT - Health Benefits EE Dependent Elections
PS_HEALTH_VW - EE Current Health Elections

Savings Plan Tables – Plan types - 4%(plan types from 40 -49,4A,4Z)

PS_SAVINGS_PLN_TBL -Savings Plan Attributes Table.


PS_SAVINGS_INV_TBL - Describing a specific investment option
Available within a Savings Plan type.
PS_ SAVINGS_PLN_VW -Savings Plan types view with its long description

PS_SAVINGS_PLAN -Savings Plan Enrollment Table.


PS_SAVINGS_BENEFIC -Savings Plan Beneficiaries.
PS_SAVINGS_INVEST -Savings Plan Enrollment Investment option.
PS_SAVINGS_PLAN_VW -Savings Plan Enrollment view

Life Plan Tables – Plan types - 2% (plan types from 20 – 28,2Y,2Z)

PS_LIFE_ADD_TBL -Life AD/D Ben Plan Parameters


PS_LIFE_PLAN_VW -Life AD/D Plan type views
PS_LIFE_ADD_BEN -EE Life AD/D Benefit Enrollment
PS_LIFE_ADD_BENEFC -EE Life AD/D Beneficiaries
PS_LIFE_VW -EE Current Life AD/D Benefits

FSA Plan Tables – Plan types - 6%


PS_FSA_BENEF_TBL -FSA Benefit Plan Parameters
PS_FSA_PLAN_VW -FSA Plan Type with its long description.

PS_ FSA_BENEFIT -EE FSA Benefit Enrollment View


PS_FSA_BENEFIT_VW -EE FSA Benefit Enrollment View

Retirement Plan Tables – Plan Types – 7%

PS_RTRMNT_PLAN_TBL -Retirement Plan Attributes Table


PS_RTRMNT_PLAN_VW -Retirement Plan types view

PS_RTRMNT_PLAN -EE Retirement Enrollment Table


PS_RTRMNT_VW -EE Current Retirement Benefits

Simple Plan Tables – Plan Types – A%

PS_SIMPLE_BENEFIT - EE Simple Benefits Plans Enrollments


PS_SIMPLE_PLAN_TBL - Plan attributes table.
PS_SIMPLE_PLAN_VW - Simple Plan Types view with long description.

Disability benefit plan table

PS_DISABILITY_BEN EE Disability Ben Enrollments


PS_DISABILITY_VW EE Current Disability Bens

Labels: PeopleSoft - Developer, Peoplesoft HRMS Functional

Posted by Ganesh at 7:15 PM 0 comments

Wednesday, September 2, 2009


Setup for HRMS for Military customers
Following steps to be followed to setup for the military customers / employees

1) Set Up HRMS>Install> Installation Table> Products


check military check.

2)Modify the search views to include the Military ranks


Record MIL_SRCH_SBR - check the alternate key for all fields in the record field properties
which adds 3 new fields in the search page Military Service, Military Rank and Worn Rank
in the modify the person.

3) setup the Event manager registry for updateMilitaryNames handler

SetUp HRMS> System Administration> HCM Event Manager> Event Registry

Event name :- AssignmentMilitaryRankChanged


make this event active.

Confirm that the Handler:UpdateMilitaryNames is Active in the Registered Handlers Tab on the Event Manager – Registry page.
Handler mode:- It should be synchronous.

Labels: PeopleSoft - Developer, Peoplesoft HRMS Functional

Posted by Ganesh at 1:55 PM 0 comments

How to use Verity Search to find applicants using the keywords


Find the resumes applicants based on the keywords.
Search the resumes in peoplesoft.

Recruiting > Administration > Build Applicant Index

An application engine program can be executed to run the Verity search Index to search the applicants.

under the applicants status select the group that needs to be indexed. select the index
C:\tmp for NT and /temp for UNIX scheduler.

execute the process HRS_SRCH_IDX to create the search index in the PS_HOME/data/search/HRS_ResumeText/

If the application servers and process schedulers are on separate boxes then additional steps need to be taken so that the
application servers have access the files created under the PS_HOME\data\search\HRS_ResumeText\%DB NAME% directory

These files can be copied to app server as well.

To find the applicants

Recruiting > Find Applicants

In the Resume and Application Search section enter word that you are looking for in the resume in Enter Keywords field.

Labels: PeopleSoft - Developer, Peoplesoft HRMS Functional

Posted by Ganesh at 1:11 PM 0 comments

Thursday, August 27, 2009


How the Security views work
How the Security views work

The security views work by joining together the security join tables along with the OPRID of the user accessing the view. All
security views share some characteristics both in their structure and their view text.
Each view must include the OPRID as a key field, the keys for the transaction data, and any additional fields that are used as
search or list box fields. Most core views also include other fields from the security join record that other views can enter where
criteria against.
We are not including ROWSECCLASS as a key in the security views. This is because if we do, then we would have to require a
ROWSECCLASS be entered for every OPRID. The reason for this is that when the join to PSOPRDEFN is done behind the scenes,
it will put the value of PSOPRCLS into the field returned from PSOPRDEFN.ROWSECCLASS if the ROWSECCLASS is blank. If the
PSOPRCLS is also blank, then the OPRID is returned. This makes it impossible to join to the SJT_CLASS_ALL table. Including the
ROWSECCLASS as a non-key field in the security view is okay, but does not provide any benefit. You will still find it in some
views because it was less risky to leave it there for now.
The core views need to join in PSOPRDEFN, SJT_CLASS_ALL, and the appropriate transaction SJT. For example, for People with
Jobs and/or People without Jobs the SJT record is SJT_PERSON.

Labels: PeopleSoft - Developer, Peoplesoft HRMS Functional

Posted by Ganesh at 8:27 AM 0 comments


Security Sets and Security Access Types
What is Security Set and Security Type ? How they are different ??

Security Set - a grouping of data that is being secured.


The sets differ by the origin of the transaction security data. For example, people of interest without jobs is a separate security
set from people with jobs because the transaction data used to secure the access does not come from the JOB record, but from
the PER_POI_SCRTY record.

Following the delivered security set

1) DEPT - Department - SJT_DEPT


2) PPLJOB - People with Jobs - SJT_PERSON
3) PPLPOI - People without Jobs - SJT_PERSON
4) PPLUSF - US Federal People with Jobs - SJT_PERSON_USF
5) RSOPN - Recruiting Job Openings. - HRS_SJT_JO

Security Types - SCRTY_TYPE_TBL

Security access types are different ways of securing the data within a security set. Each security set has a number of security
access types that you can choose to enable. Among other things, security access types determine:
1) The security transaction data.
2) there is data security for future-dated rows.
3) If the access type uses a department security tree.

Few of the Delivered security types

Security set Type Descr Trans. Record Tree


DEPT 021 Departments by Tree DEPT_TBL DEPT_SECURITY
DEPT 022 Departments - non Tree DEPT_TBL
DEPT 023 Departments by Setid DEPT_TBL
PPLJOB 001 Job Department Tree JOB DEPT_SECURITY
PPLJOB 002 Job Location JOB
PPLJOB 003 Job Business Unit JOB
PPLJOB 004 Job Company JOB

Labels: PeopleSoft - Developer, Peoplesoft HRMS Functional

Posted by Ganesh at 7:45 AM 0 comments

Thursday, August 20, 2009


Sample Peoplesoft HCM Function interview/certificate questions
A data entry operator has five pieces of information for one employee that must be put into the system. Each action occurs on
the same date and they are entered into the system as follows: 1 - February 14, 2003 - Reorganization 2 - February 14, 2003 -
Promotion 3 - February 14, 2003 - Pay Rate Change 4 - February 14, 2003 - Data Change 5 - February 14, 2003 - Transfer. What
is the fourth row that is displayed after the data entry is completed?
Data Change
Reorganization
Promotion (*)
Transfer
Pay Rate Change
When working on a conversion, what does PeopleSoft recommend you use as the initial effective dates on the Job Code Table?
use 01/01/1900 use the date of your conversion
accommodate your longest active tenured employee
accommodate your longest tenured employee (*)

You have just added a new department to the Department Table. It is active and its effective date is less than today's date.
When you try to transfer an employee to that department on an inserted row with today's date, the new department is NOT
showing up. How can you resolve this issue?

run the Refresh Employees Table Process


add the department to the active Department Security Tree (*)
run the Update Department Security Tree Process
manually type in the department in the Department field and select Save from the Icon menu
Change the effective date of the record to match the effective date of the new department

You are helping the Compensation department set up the Job Code Table. Which three tables are associated with the Job Code
Table and therefore should be set up prior to setting up the Job Code Table? (Choose three.)

Salary Plan Table (*)


Job Function Table (*)
Job Description Table
SetID Table (*)
Job Hazard Table

What are four security solutions that are delivered with PeopleSoft? (Choose four.)

Fast Security 4
Fast Security 3 (*)
Location Security
Fast Security 2 (*)
Company Security
Department Security (*)
Fast Security 1 (*)

For the action of Short Term Disability, what is the resulting employee status?

Active
Termination
Leave of Absence (*)
Leave with Pay
Suspension

A company wants you to set the dependent age limit to 19 for all benefits. Which table should you use?
Benefit Plan Table
Calculation Rules Table
Dependent/Beneficiary Table
Benefit Program Table (*)

Which table has SetID as a high-level key?


Business Unit Table
Location Table (*)
Job Profile Table
Comp Rate Code Table
Company Table

Where do you enter default values that are specific to a PeopleSoft user?
Business Unit Options Defaults
Location Table
Installation Table
Org Defaults by Permission List (*)
User Profiles Component

A customer wants to set up a vacation plan and have the ability to track the vacation balances. Which three tables must be set
up before you can track the vacation balances? (Choose three.)

Calculation Rules Table


Provider/Vendor Table (*)
Earnings Table (*)
Deduction Table
Benefit Program Table (*)

On the Job Earnings Distribution Page, what are three ways you can distribute the employee's compensation? (Choose three.)
to a different Company
to a different Department (*)
to a different Job Codes and/or Position (*)
to a different Pay Group
to a different General Ledger Type (*)

Which HRMS module does NOT use the Group Build functionality?
Payroll (*)
Training Administration
Total Compensation Reporting
Variable Compensation
Salary Planning

A customer asks you to set up a medical plan on the Benefit Plan Table. Which table must you set up first?
Flat Rate Table
Calculation Rules Table
Health Plan Table
Plan Specific Table
Provider/Vendor Table (*)

Which statement is true when processing benefits with multiple jobs?


For each benefit record number, one job must be designated as the primary job. (*)
Benefit deductions are taken from all paychecks associated with the same benefit record number
Each benefit record number must be unique.
Each job must be assigned a unique benefit record number.
Your client has seasonal workers and wants to base the annual compensation rate on 125 work days per year. On which table
do you define this requirement?
Comp Rate Table
Frequency Table (*)
Job Code Table
Installation Table
Default Frequency Table

A company has many employees who have two jobs. They want their employees to enroll in their benefits programs only once,
instead of once per job. To accomplish this, they must use the same _____ for both jobs.

Employee Record Number


Benefits Program
Pay Run ID
Pay Group
Benefits Record Number (*)

Which deduction classification is used to set up a savings plan employer before-tax match?
Before-Tax
Nontaxable Before-Tax Benefit (*)
Nontaxable Benefit
After-Tax
Taxable Benefit

Which table is used to add additional plan types to the database?


Benefit Program Table
Benefit Plan Table
Plan Specific Table
Translate Table (*)
Plan Type Table

When building a Benefit Program, which four fields are in the Option section? (Choose four.)
Option Type (*)
Benefit Plan (*)
Self-Service Configuration
Deduction Code (*)
Calc Table ID
Coverage Code (*)

An employee has a current row with the action of Promotion with an effective date of June 6, 2002. The human resources
administrator then receives a personnel change form that states the employee should have received a merit increase as of
March 1, 2002. What action type does the administrator use to insert the Merit Increase row?
Update/Display All

Correct History (*)


Update/Display
Add
Include History
Which table has SetID as a high-level key?
Comp Rate Code Table
Job Profile Table
Company Table
Job Code Table (*)

Regulatory Region Table


Where do you define user related defaults?

Department Security Tree


Org Defaults By Permissions Table (*)
Row Security Table
Roles Table

Business Unit Options Defaults Table


You have been asked to set up the Job Code Table. Which two foundation tables should you set up initially? (Choose two.)

Pay Group Table


SetID Table (*)
Salary Plan Table (*)
Career Plan Table
Job Description Table

Which table is considered an Implementation Processing Rules and Default Table?


Establishment Table
Business Unit Table
Set ID Table
TableSet Control Table
Installation Table (*)

How can the Location Table impact an employee's compensation?


Salary grades are defaulted from the Location Table
Salary plans are defaulted from the Location Table. (*)
Compensation is not affected by the Location Table.
Comp rate codes are set up on the Location Table.

You have been asked to participate in a fit/gap analysis for the Payroll module. You have never participated in a fit/gap before.
Which three questions are part of a fit/gap analysis for Payroll? (Choose three.)
What are the names and addresses of the company's benefit providers?

Does the company currently offer savings plans? (*)


How do you collect time information for your employees? (*)
How many Job Codes does your company currently have?
How many earnings types does your organization have? (*)

A data entry clerk is processing a new hire. He is about to enter data into the Supervisor ID field and finds it has already been
populated. On which table was this default set?

Department Table (*)


Location Table
Paygroup Table
Org Defaults by Permission List Table
Job Code Table
A company has a maximum coverage of $1,000,000 over all life insurance plans.
The maximum coverages for the company are: Life - $500,000 Supplemental Life - $400,000 AD/D - $300,000 If an employee
selects the maximum coverages for each life insurance plan, what will be the saved coverages for each plan type?

Life - $500,000; Supplemental Life - $400,000; AD/D - $300,000


Life - $500,000; Supplemental Life - $400,000; AD/D - $100,000 (*)
Life - $333,333; Supplemental Life - $333,333; AD/D - $333,333
Life - $500,000; Supplemental Life - $200,000; AD/D - $300,000
Life - $300,000; Supplemental Life - $400,000; AD/D - $300,000

How should you inactivate an Effective-dated row in a foundation table?


using Add, insert a new row with an effective date greater than Current row
using Correct History, change the status to Inactive
insert a new row and change the effective status to Inactive (*)
verify that there are no references to the value in any other tables, then delete the row
change the values on all records that use this row, then delete it

Which employees appear on the BEN733 - Base Benefits Audit Report?


all employees not enrolled in a benefits program
employees with dependents signed up for benefits
employees younger than 16 years old (*)
employees with spouses signed up for benefits
employees with multiple job records

Which pay component comprises the Compensation Rate on the Job Table?

Annual Benefits Base Rate


Non-Base Pay
Rate Code Group
Non-Base Supplemental Pay
Base Pay (*)

An employee has been promoted and you are adding the new Job row to his record. When you try to enter the Job Code, it
does not show up in the prompt table search results. What are three possible causes of this problem? (Choose three.)
The effective date on the Job Code is greater than the effective date on the Job row. (*)
The Job Code has no salary plan or grade associated with it.
Your security does not include access to the Job Code's SetID. (*)
The SetID of the Job Code is different from the SetID assigned to the employee's Business Unit on the TableSet Control Table (*)

Which PeopleSoft-delivered benefit plan types are assigned to 30 through 39?

life insurance plans


health plans
disability plans (*)
pension plans
leave plans
The PeopleSoft system is configured to allow partial deductions and deduction arrears. An employee has net pay of $300 and
deductions totaling $500. Which partial deduction is taken?

$400
$0
$300 (*)
$200
$500

On which benefits setup table do you associate health plans and providers?

Benefit Plan Table (*)


Deduction Table
Health Plan Table
Benefit Program Table
Provider/Vendor Table

Which PeopleSoft-delivered benefit plan types are assigned to 20 through 29?

life insurance plans (*)


health plans
disability plans
leave plans
pension plans

The dependent age limit is 19 for all benefits. Which table should you use to exclude disabled dependents from the age limit?

Benefit Program Table (*)


Calculation Rules Table
Dependent/Beneficiary Table
Benefit Plan Table

What three elements of a benefit deduction are specified on either the benefit plan or plan specific tables? (Choose three)
how often to take the deduction

a calculation routine for the deduction (*)


vendor information for payment of the deduction
the deduction code (*)
the priority of the deduction
how to handle arrears for the deduction

You are going to set up a long term disability plan. Which plan type group should you use?

5X
9X
LTD
3X (*)
A company has a maximum coverage of $1,000,000 over all life insurance plans. The maximum coverage for each plan is: Life -
$600,000 Supplemental Life - $300,000 AD/D - $300,000 If an employee selects the maximum coverages for each life insurance
plan, what will be the saved coverages for each plan type?

Life - $600,000; Supplemental Life - $300,000; AD/D - $300,000


Life - $600,000; Supplemental Life - $300,000; AD/D - $100,000 (*)
Life - $333,333; Supplemental Life - $333,333; AD/D - $333,333
Life - $400,000; Supplemental Life - $300,000; AD/D - $300,000
Life - $600,000; Supplemental Life - $100,000; AD/D - $300,000

You are setting up a new medical plan that requires employee deductions from pay. Where do you set up the sequencing of the
deductions so that this deduction is taken before all others?

Medical Plan Table


Benefit Plan Table
Deduction Table (*)
Calculation Rules Table
Benefit Program Table

Many businesses are moving valuable, high-profile employees with sought-after skills across borders to where they are needed
most. What is the official name for these employees?

foreign assignees
foreign country nationals
expatriates (*)
remote workers
multinational employees
global workers

Which delivered table is a consolidation of employee information from different transaction tables?

Person Table
Employment Table
Consolidated Employee List Table
Employees Table (*)
Job Table

In the PeopleSoft 8.8 Internet Architecture, what is the static information at the top of the page called?

Favorites
Breadcrumbs
Universal Navigation Header (*)
Menu Bar
Components

Which statement is true about an Effective-dated row?

It can be modified only using Correct History.


It copies all data to the new inserted row, including the effective date.
It copies all data to the new inserted row, except the effective date. (*)

An existing row can be modified using Update/Display if the effective date is equal to system date

Despite advice from various consulting firms, a local company wants to pay its employees 13 times a year. They currently pay
their employees monthly. What can the company do to pay its employees 13 times a year?
set up a pay frequency with an annualization factor of 12 and a pay frequency with an annualization of 1 and combine them in
Payroll
set up a pay frequency with an annualization factor of 13 (*)
It is not possible to set up a pay frequency greater than 12.
run the last payroll of the year twice
set up the annualization frequency with a pay factor of 13

Which components of Multiple Components of Pay comprise the Comprate field on the Job record?

Shift components, Supplemental Pay components, and components with the Base Pay checkbox selected
U.S. Dollar Base components only
components with the Base Pay checkbox selected (*)
components with the Base Pay checkbox selected and the Shift checkbox selected
all components

You have just added a new department to the Department Table. It is active and its effective date is less than today's date.
When you try to transfer an employee to that department on an inserted row with today's date, the new department is NOT
showing up. How can you resolve this issue?

add the department to the active Department Security Tree (*)


run the Update Department Security Tree Processed
change the effective date of the record to match the effective date of the new department
manually type in the department in the Department field and select Save from the icon menu
run the Refresh Employees Table Process

Which table is NOT set up within the Workforce Administration module?

Competency Table (*)


Volunteer Organizations Table
Action/Reason Table
Visa Permit Table
Title Table

Which three HCM product modules are included in the PeopleSoft HRMS Release Notes? (Choose three.)

HRMS Portal Pack (*)


Resource Management
Global Payroll (*)
Recruiting and Admissions
Human Resources (*)
Promotions Management Today is January 1, 2003.
Operator A has only update/display access to the Job Data component. Operator A needs to correct the Job Code on EMPLID
10500 job row dated March 12, 2002. Operator A asks the supervisor why he is NOT allowed to make this change. Why can't
Operator A perform this correction?

The supervisor needs to add Operator A to a different permission list.


The effective sequence on the row is equal to one.
The row with effective date March 12, 2002 is the current row for EMPLID 10500 (*)
Operator A can correct history only

Your client is upgrading from HRMS 7.5 to HRMS 8.8 and is not happy about the removal of the Personal_Data Table. They want
to retain this table for use and remove it when they upgrade to HRMS Release 9. What is PeopleSoft's recommended approach?

engage PGS to customize the upgrade scripts to retain the table


customize the upgrade scripts to retain the table
have the client apply the PERSONAL_DATA_RECALL project (*)
stay on HRMS 7.5 until HRMS 9 is released

Which common reporting table is used by many PeopleSoft delivered reports, such as PER002-Employee Birthdays and PER005-
Employees on Leave of Absence?

Pers Data Effdt Table


Employees Table (*)
Employment Table
Personal Data Table

What are three security solutions that are delivered with PeopleSoft? (Choose three.)

Fast Security 3 (*)


Location Security
Department Security (*)
Company Security
Fast Security 2 (*)

Which five tables store the data from the hire process? (Choose five.)

Name (*)
Department
Business Unit
Employment (*)
Benefits Program Participation (*)
Competencies
Job (*)
Person (*)

Labels: Interview Questions, Peoplesoft HRMS Functional


Posted by Ganesh at 10:35 PM 0 comments

Tuesday, August 18, 2009


Interview questions and answer for Peoplesoft HCM / HRMS
HRMS Fundamentals 9.0

1. What are all the components will have data permission security control access?
• Departtments
• Employee, Contingent Worker, and POI with Jobs.
• POI without jobs.
• Recruiting Federal People with jobs.
• Template based hires.

2. What are all the organisational relationships available while hiring an employee?
• Employee
• Contingent Worker
• Person of Interest (POI)

3. List down the people part of the POI?


• COBRA Participants
• Pension Payees
• Global Payroll Payees
• Stock non-HR Person
• Stock board members
• External Instructor
• Payroll Employees
• External Trainers

4. What are all the People Tools Security?


• Permission List
• Roles
• User Profiles

5. What are all the default programs you need to run after the creating the user profile?
• Refresh SJT CLASS ALL
• Refresh Trans. SJT tables
• Refresh SJT OPR CLS

6. What are all the default Permission List used while creating the User ID?
• Navigator Homepage Permission List
• Process Profile Permission List
• Primary Permission List

7. What are all the methods for assigning Data Permission Access to Permission List?
• Tree based data permission security
• Role based data permission security

8. What are all the Access types for Department security sets?
• Departments by Tree
• Departments by non – tree
• Departments by set id

9. What are all the Access types for People with jobs security sets?
• Job department tree
• Job location
• Jon business unit
• Job Company
• Job regulatory region
• Job salary grade
• Person organisation
• Department ID – non tree
• Company – Pay group

10. What are all the Access types for People without jobs security sets?
• POI Business Unit
• POI Location
• POI Institution
• Person of Interest

11. What are all the Access types for Recruiting Job Opening security sets?
• RS Company
• RS Business Unit
• RS Department ID
• RS Location
• Recruiting Team

12. What are all the Access types for Template Based Hire security sets?
• Template ID
• Template Category
• Person Organisation
• Country

13. What is the default tree name need to give while creating the new tree?
Dept_Security followed by any name as per your requirement.

14. What would be the default effective date for creating the new tree?
1/1/1900 or 1/1/1901

15. What are all the tree manager definitions?


• Level
• Node
• Parent
• Sibiling
• Child

16. What are all the various types of SJT?


• SJT_CLASS
• SJT_CLASS_ALL
• SJT_PERSON
• SJT_DEPARTMENT
Adding People in the PeopleSoft System

17. What are all the organisational instance components?


• Add Employment Instance (Job_Data_Emp)
• Add Contingent Worker Instance (Job_Data_CWR)
• Add Person of Interest Job (Jon_Data_POI)

18. What are all the job instances used for POIs?
• COBRA qualified beneficiaries
• Stock employees not administered in Human Resources
• Global Payroll Employees
• Pension Payees
• Stock board members

19. What are all the purpose of the Job Earnings Distribution Information Page?
We can distribute the worker’s compensation on the basis of the following:
• Department
• Job Code
• Earnings Code
• Business Unit
• Shift
• Position Number
• General Ledger Pay type

20. What are all the job level defaults?


• Work
• Job Information
• Job Labor
• Payroll
• Salary Plan
• Compensation
• Employment Information
• Benefit Program Participation
• Earnings Distribution

Adding Workers Through Template-Based Hires (SmartHire)


21. What are all the main components for setting the hire template?
• Template Record/Field
• Template Section
• Template Category Table
• Template Creation

22. What are all the statuses used to define templates?


• Test (Default Value)
• Active
• Inactive
23. What are all the statuses available on the template hire status page?
• Pending Hires
• Cancelled Hires
• Processed Hires

Maintaining Person and Job Data

24. What are the methods available to update worker’s compensation packages?
• Seniority Pay increases
• Grade Advance increases
• Automated step increases
• Step increases using review bands
• Amount increases
• Percentage increases

25. What are all the components available under Setup HRMS?
• Install
• Security
• Upgrade
• Foundation Tables
• Common Definitions
• Product Related
• System Administration

26. What isEffective Date?


Information Component /Record linked to the data EFFDT. Information changes based on the EFFDT.

27. What is Effective Sequence?


Identifier to find the order of multiple transactions occurring on a same EFFDT.

28. What is the effective sequence’s default number?


0

29. What are all the two statuses will be available on the top of the job data?

30. What are all the different types of action/reasons available on the system?

31. What’s the difference between a position number and a job code?
Position number is the unique identification number for driven by business unit , department ,location , job code and other
parameters

32. What do you mean by budget and incumbents?

34. What is the purpose of update/display mode?


To add the new information current and future as well view the current data.

35. What is the purpose of correct history mode?


To correct the past and current information based on the EFFDT.
36. What is the purpose of include history mode?
To view the past information based on the EFFDT.

37. What is difference between Person ID and Employee ID?

38. What is Employee Record Number?


Number to identify an employee’s different organizational relationships.

39. What are all the mandatory fields need to key in while add a person on the system?
1) Name
2) Organizational relationship

National ID , Address, Birthdate gives us warning message.

40. What is employment instance?


Employee relationship with organization. Where employee can have multiple relationship (instances) with the organization.

41. What is the difference between Set Id and a Business Unit?


Where a Business Unit organizes your company or your organization, SetIDs
help you organize your data within the system. The HRMS system uses tables
(Control Tables or Prompt Tables) that use a high-level key that enables
you to identify and retrieve data from the system. A secondary high-level
key,
referred to as a SetID, has also been added on various tables. SetIDs are
simply the labels used to identify a TableSet. Business Unit and SetID
functionality in PeopleSoft also provides you with a higher business
level for reporting purposes and other business data roll-up.

42. What is HCCPALL?


Delivered primary permission list with access to all the components and pages

43. What is HCDPALL?


Delivered row level security permission list with full access.

Labels: Interview Questions, Peoplesoft HRMS Functional

Posted by Ganesh at 12:47 PM 0 comments

Saturday, July 25, 2009


XML Publisher code for XMLDoc Data source

import PSXP_XMLGEN:*;

import PSXP_RPTDEFNMANAGER:*;

Component string &FilePath;

Local Rowset &rsStg; /*Staging record rowset*/


Local PSXP_RPTDEFNMANAGER:ReportDefn &oRptDefn;

Local PSXP_XMLGEN:RowSetDS &oDS;

Local File &filXsdOutput, &filXmlOutput;

&filXmlInput = "//usr/local/psft/cny/dev/hc900/datafiles/" "Report_" CU_R239_FW_AET.PROCESS_INSTANCE ".xml";

/* Publish report */

&sReportname = "CU_R239_FW";

&oRptDefn = create PSXP_RPTDEFNMANAGER:ReportDefn(&sReportname);

&oRptDefn.Get();

&oRptDefn.SetRuntimeDataXMLFile(&filXmlInput);

If CU_R239_FW_AET.CU_REPORT_TYP = "A" Then

&oRptDefn.ProcessReport("CU_R239_FW_4", "ENG", %Date, "PDF");

Else

If CU_R239_FW_AET.CU_REPORT_TYP = "B" Then

&oRptDefn.ProcessReport("CU_R239_FW_5", "ENG", %Date, "PDF");

Else

&oRptDefn.ProcessReport("CU_R239_FW_6", "ENG", %Date, "PDF");

End-If;

End-If;/* send output to destination */

&oRptDefn.Publish("", "", "", CU_R239_FW_AET.PROCESS_INSTANCE);

Labels: Peoplesoft HRMS Functional

Posted by Ganesh at 3:17 PM

BI Publisher performance issues


BI Publisher performance dependent on the Data source that is selected.
1 ) XML File Data Source ( XML File)
2) XMLDoc Data Source ( Peoplecode string - XML file )
3) Rowset Data Source (XMLDoc - Peoplecode string - Xml file)
4) PSQuery Data Source (Rowset - XMLDoc - Peoplecode string - Xml file)
XML File data source has better performance and PSQuery being the least as it has more conversion steps.

Labels: Peoplesoft HRMS Functional

Posted by Ganesh at 3:10 PM

Monday, June 22, 2009


Position Management Reports
1) To establish reporting hierarchies, you will need to create a top position that reports to itself. Once you have created a
hierarchy, you can run POS006A, Build Position Tree Structure Codes, so that you can generate the Indented Position Hierarchy
report, POS006, to report on your organizational chart.

2) To establish a top position, add the position, save your entries, then enter the same position number in the Reports To Posn
field and press Save again.

3) You can generate the Vacant Position Report (POS007), which shows all vacant budgeted positions in the system, and the
Position Status Report (POS001), which lists all positions and their status.

4)To generate a list of positions in the system, you can run the Active/Inactive Positions Report, (POS002).
You can generate the Incumbent History (POS003) report, which lists current and former incumbents in all positions in the
system, grouped by department.

5)You can generate the Active Position History report (POS004), which shows data on all active positions in the system. If you
choose, the report generates job requisitions for all active, vacant, and approved budgeted positions. As you update data in
fields that match in the Position Data and incumbent Job Data panels, periodically you will want to check the data to ensure the
system contains the right information in both places.

6)You can run an SQR audit, POS008, to determine any data that does not match in the two panel groups.

Labels: Peoplesoft HRMS Functional

Posted by Ganesh at 7:24 AM

Sunday, June 21, 2009


Managing Your HR System by Employee or Position ?
When PeopleSoft is set up to manage the workforce by employee, job codes are utilized to classify job data in general
categories, such as Administrative Assistant, or Sales Representative. Employees are linked to a job code on their job data
records, where other distinguishing information about the employee’s job is entered as well. In this scenario, many employees
share the same job code, even though they might perform their work in different departments, locations, or companies.

When PeopleSoft is configured to manage the workforce by position, job codes are still used for general classification, but
positions are employed to uniquely identify each role associated with the job code. In this instance, a position associated with
the Administrative Assistant job code might be an Administrative Assistant in the Marketing Department in Cupertino or an
Administrative Assistant in the Human Resources Department in Houston. Basic information about the job, such as salary plan
and EEO classification, remain the same for each of these positions, but other characteristics can be different, and these
differences are indicated on the position record. Employees are linked to positions, and all of the data elements, both job code
and position-related, are defaulted to their job data records. Positions usually have a one-to-one relationship with employees,
unlike job codes, which generally have a one-to-many relationship.
Options

Implement Workforce by Employee


If the organization is fluid, a broader groupings of employees is utilized, and new jobs are often created—then driving the
system by employee would be the optimum choice. This method is useful if for organizations expanding rapidly, or for
organizations that often have new projects requiring the creation new jobs or job types regularly.

Implement Full Position Management


If the organization is fairly static, jobs and job descriptions are mostly fixed, and people move in and out of them—then driving
the system by position would be the optimum choice. For example, government agencies and hospitals, which budget by
position, often well in advance of filling them, find this method very useful.

Implement Partial Position Management


In order to reap the benefits of both worlds, PeopleSoft can be set to optimize partial position management. In some areas of
the organization, driving the system by employee is preferred, while in other areas of the organization, the business process
requires driving the system by position. For example, you might find that driving the system by position serves well for only
some departments or management levels in the company, and that driving the system by employee works well for others.
PeopleSoft Human Resources provides the flexibility to use both. By selecting a setting on the installation table called partial
position management either method can be utilized.

Impact of Implement Workforce by Partial Position Management


· Maintenance: Requires set up and maintenance of positions for those employees hired or transferred into position managed
departments.
· Conversion: With this option, employee data records do not have to be associated with positions prior to conversion. This
impacts Tandem, Digital and ASD. Positions could be assigned to employees post-conversion.
· Upgrade to future versions: Not an issue as this is current PeopleSoft functionality.

Labels: Peoplesoft HRMS Functional

Posted by Ganesh at 11:34 AM

Saturday, June 13, 2009


Use full HRMS Process
1) Set Up HRMS, Security, Core Row Level Security, Security Tree Audit Report, Department Tbl & Departmental

Use to create a list of discrepancies between the data you've entered in the Departments component and the departments
you've added to the current security tree.

2) Main Menu > Set Up HRMS > System Administration >Database Processes
ID Change / ID Delete process

Labels: Peoplesoft HRMS Functional

Posted by Ganesh at 9:56 AM

Actions that trigger Future-Dated Security Rows


Actions that trigger Future-Dated Security Rows
Setup HRMS >Security > Security Intall Settings Page
Select the actions that will trigger the SavePostChange PeopleCode in the components using the JOB record to create a future-
dated security row in SJT_PERSON when they are used in a future-dated row in the Job Data pages. The system will not create
security rows for future-dated rows with actions other than those listed here.
To create future-dated rows, you need to select the Include Future Dates check box on the Security Type Table. This enables
you to use future-dated security for some security access types and not others.

Labels: Peoplesoft HRMS Functional

Posted by Ganesh at 9:54 AM

Monday, March 30, 2009


Coverage end date in Benefit Enrollment
Coverage End date (COVERAGE_END_DT) in Benefit Enrollment tables.

The Coverage End Date is a legacy field from a very early release of PeopleSoft that is no longer used. It is not populated by any
online or batch process.A new row inserted into the Health Benefit Enrollment with Coverage Elect of 'W' for Waive and 'T' for
Terminated could indicated end of coverage and the Coverage Begin Date along with the Effective Date are used to identify the
date coverage ended. When you insert a new Coverage Begin Date, the prior coverage is assumed to be ended the day
before.For example,Single Coverage, Effective 1/1/2009Family Coverage, Effective 3/1/2009 (assumed single coverage ended
on 2/28/09)
Labels: Peoplesoft HRMS Functional

Posted by Ganesh at 11:47 AM

Saturday, February 7, 2009


Calculating Benefits Deductions for Multiple Jobs
Calculating Benefits Deductions for Multiple Jobs
Set Up HRMS > Product Related > Base Benefits > Rates and Rules >Calculation
Rules Table > Calculation Rules

When calculating benefit deductions or coverage amounts based on the employee’s salary
you need to determine which job salaries to use. You can calculate deduction and
coverage amounts based on:
• Primary: The salary from the Primary Job
• Flagged BR: The sum of the salaries from a group of jobs within the same benefit
record number selected for deduction processing
• All Flagged: The sum of salaries across all benefit record numbers selected for
deduction processing.

Note. The Combined Salaries check box and Grouping Method on the Calculation Rules
page along with the employee’s Include Deductions flag from the Primary Jobs Flags
page determine the deduction or coverage amount for salary based plans.

Labels: Peoplesoft HRMS Functional

Posted by Ganesh at 6:00 AM


Primary Jobs in Peoplesoft - HR & Base Benefits
Primary Jobs in Peoplesoft
There are 2 types of the Primary Jobs in the Peoplesoft HCM
1) HR - Primary Job Indicator in the Job data component.
2) Benefits - Primary Job Indicator.
One of the Employee job will be considered as the HR -Primary job for an employee and this is mainly for reporting purpose.

One of the Employee Job will be considered as the Benefits - Primary Job for Jobs under particulary Benefit Record number of
an employee. If employees' Jobs are assigned to more than one Benefit record number and for each set of the Employees' Jobs
under the particular Benefit record number one Benefits Primary Job should be selected.

Job - Data - Benefit Program Participation Page can be used to set the Benefit Record number.

Note : - Benefit Record Number is Zero by default. You manually change this field when appropraite. Because you are
maintaning an effective-dated history of primary jobs benefits according to a set of strict rules , don't change the benefit record
number of an existing job.
Doing so invalidates the primary job inicators that reside on the effective - dated primary jobs table and can result in erroneous
processing within Benefits Adminstration and payroll for north america, resulting in abnormal termination of some processes.

Multiple Job Options can be set in the below Component.


Setup HRMS > Product Releated > Base Benefits > Multiple Job Options > Mutliple- Job optns

Following page can be used to view and update an employee's primary Job flag inculde deduction flag.
Benefits > Maintain Primary Jobs > Maintain Flags > Primary Jobs Flags

Primary Jobs table, Which is automatically created when ever a job is added using the Add concurrent Job pages updated
whenever the job is terminated, based upon rules that you define in the multiple- Job optns (multiple Job options) page.

Primary Jobs table has following flags as well.

Include Eligibility : For Benefits Administration only. Select this check box if you want this job to be included by the system when
determining the employee’s benefit eligibility.

Include Deductions: Select this check box if you want this job to be included when the system calculates the employee’s benefit
deduction and coverage.

Why Benefits Primary Job is requried.


1) Determine to which Job the system applies the benefit deducation.
2) Identify the job that will provide the service date and the termination date.
3) Search record on all the Benefits search page shows only the jobs which has primary job flag is selected.

Automatically Building Primary Job Data for Multiple Employees


Run the Primary Job Utility process whenever you add a new employee population to the database through an external
interface or database load (such as when implementing employee groups in phases or acquiring another company).

Benefits > Maintain Primary Jobs > Rebuild Primary Job Flags > Primary Job Maint
Process Name :- BN_BEN500_AE
When the utility runs, all existing data for the indicated employee population (if any) in the Primary Jobs Table is deleted. For
each employee, a new effective-dated entry is made, assigning the primary job designation to the lowest active employee
record within a benefit record number. Primary Job information is created for a time span bounded by the earliest and latest
job effective dates for all jobs within a benefit record. If all jobs within a benefit record are terminated, the job with the lowest
employee record is designated as the primary job.

Warning! All manual changes made through the Primary Jobs Flags page for the selected employee population are lost, because
the complete Primary Job history is rebuilt for each employee.

Labels: Peoplesoft HRMS Functional

Posted by Ganesh at 4:58 AM

Workforce Communication in Peoplesoft 9.1


New Module to be introduced in the peoplesoft 9.1 - Workforce communication (WFC).
WFC is outcome of an market research to Manage different HR programs and
initiatives whcih helps to increased invlovment workforce and sucess of initiatives.
PeopleSoft Workforce Communications could be used include:
• Organizational change management communications
• Cultural brand awareness
• Open enrollment communications
• Policy and compliance communications
• Manager-assessed workforce planning
• Health and wellness programs
• Alumni community communications and development

Surveys
Surveys can dynamically branch based on how the recipient has answered the questions, and can trigger automated follow-up
actions that are specific to the recipient’s response. The ability
to target survey communications to workforce groups and to personalize survey.

PeopleSoft Workforce Communications can enable you to answer the following


questions:
• Which initiatives were most successful?
• Has the initiative resulted in the committed goal of cost reduction?
• What percentage of recipients responded to the survey?
• How many people opened the email communication? Who didn’t open it?
• Which workforce demographic is the most and least satisfied or engaged?
• How is satisfaction and engagement related to other factors?
• How do you get the right talent in the right position?
• How many contractors have we hired as a result of alumni programs?

Labels: Peoplesoft HRMS Functional

Posted by Ganesh at 4:11 AM

Friday, February 6, 2009


All Job codes are not visible in the Position Data component
Jobcode in the Position data Management in Peoplesoft.
You can associate an jobcode to an position number only when the position management indicator for Job code is selected.
Business unit in the position management table should map to the SETID in the Jobcode table through the Set control recrod.
Labels: Peoplesoft HRMS Functional

Posted by Ganesh at 3:08 AM

Thursday, February 5, 2009


EMPL_RCD is Benefit Record in Base Benefit Records
BENEFIT_NBR field is not implement in the peoplesoft base benefit records.
EMPL_RCD in the Base Benefit Tables doesn't store EMPL_RCD instead store the Benefit record Number and Benefit number
(BENEFIT_NBR) field in these records are dummy ( not implemented )and they always store zero. It's seems to be some sort of
the design flaw in the Peoplesoft.

All the Base Benefit (Benefit Program participation , Health Benefit ..etc )
record's schema shows that it is keyed by EMPL_RCD. This is not logically or functionally accurate. Throughout all of Base
Benefits, when in the context of benefit enrollment, EMPL_RCD must be interpreted as an alias for BENEFIT_RCD_NBR. All
benefit enrollment-related records are logically keyed by BENEFIT_RCD_NBR, so here EMPL_RCD actually contains the value of
the appropriate BENEFIT_RCD_NBR. It is CRITICAL that all joins, comparisons, and updates to this record be against
BENEFIT_RCD_NBR. Thus a typical driving join for benefit participation is PS_PER_ORG_ASGN.BENEFIT_RCD_NBR =
PS_BEN_PROG_PARTIC.EMPL_RCD, and a typical join for benefit enrollment is PS_PER_ORG_ASGN.BENEFIT_RCD_NBR =
PS_HEALTH_BENEFIT.EMPL_RCD. The security and search views used in Base Benefits perform this "mapping" internally.

Labels: Peoplesoft HRMS Functional

Posted by Ganesh at 10:17 PM

Employees table - PER099 Process in Peoplesoft


PER099 - Employees Record

PER099 - This Application Engine program re-fresh the snapshot of the employee data stored in the in PS_EMPLOYEES table and
PS_EMPLOYEES_LNG

Employee - EMPLOYEES is a table populated by PER099 AppEngine process.

It is a snapshot of emploees' personal/demographic data, employment data, and job/salary data as of the date indicated when
the program is run.

This table is primarily for reporting. Only employees with EMPL_STATUS (A,P,L,S,W) are included with all their EMPL_RCDs and
the most current JOB row as of the ASOFDATE.

EMPLOYEES_LNG is the language record related to EMPLOYEES.

A related language record enables text fields on a table to be translated into various languages for use in other countries.

Note :- It is not preferred to modify these record during implementation. If you need custom fields for the reporting purpose
create the child record with the same set of keys and the custom fields in to these and create Job process including the PER099
and custom process which populates custom field in the child record. Simple join on the Employees record and custom child
record will give you all the fields for reporting purpose.

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