Implementing HRMS Self-Service Applications 9.1

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Description

This three-day course covers the setup, configuration, and management of PeopleSoft Human Reources self-service applications.

Participants will learn the common implementation tasks, including setting up role and permission security, workflow, direct reports, and groups and group security, required for all PeopleSoft HRMS self-service applications. In addition, participants will learn the administrator and manager requirements for transactions in each PeopleSoft HRMS Self-Service application: PeopleSoft eProfile and eProfile Manager Desktop; PeopleSoft ePay; PeopleSoft eBenefits; PeopleSoft eCompensation and eCompensation Manager Desktop; and PeopleSoft eDevelopment.

Learn To:
  • Set up, confi…

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This three-day course covers the setup, configuration, and management of PeopleSoft Human Reources self-service applications.

Participants will learn the common implementation tasks, including setting up role and permission security, workflow, direct reports, and groups and group security, required for all PeopleSoft HRMS self-service applications. In addition, participants will learn the administrator and manager requirements for transactions in each PeopleSoft HRMS Self-Service application: PeopleSoft eProfile and eProfile Manager Desktop; PeopleSoft ePay; PeopleSoft eBenefits; PeopleSoft eCompensation and eCompensation Manager Desktop; and PeopleSoft eDevelopment.

Learn To:
  • Set up, configure, and manage self-service transactions.
  • Idenfity and apply administrator requirements.
  • Manage voluntary paycheck deductions and electronic year-end tax forms.
  • Manage open enrollment benefits.
  • Manage compensation cycles, submit budget and salary increase allocation requests, and related approval processes.
  • Update and approve person and nonperson profiles.

Audience
  • Administrator
  • Functional Implementer
  • Project Manager
  • Security Administrators
  • Web Administrator

Course Topics Business Process Overview
  • Describing Benefits of PeopleSoft HRMS Self-Service Applications
  • Describing Functions of PeopleSoft HRMS Self-Service Applications
  • Describing Roles Supported by PeopleSoft HRMS Self-Service Applications
  • Describing Workflow in PeopleSoft HRMS Self-Service Applications
  • Describing Integrations with Other PeopleSoft Applications
  • Describing Key Steps in the Implementation Process
  • Describing Sources of Information About PeopleSoft HRMS Self-Service Applications.
Completing Common Self-Service Implementation Tasks
  • Identifying Common Implementation Tasks
  • Defining Installation Settings
  • Setting Up Security
  • Setting up PeopleSoft Workflow
  • Using PeopleSoft Approval Workflow Engine
  • Setting Up Direct Reports
  • Defining Groups and Group Security
  • Managing Delegated Authority for PeopleSoft eProfile Manager and eCompensation
Setting Up PeopleSoft eProfile and eProfile Manager Desktop
  • Describing Integration with Other PeopleSoft Applications
  • Identifying Permission Lists and Roles
  • Describing PeopleSoft eProfile Transactions
  • Describing eProfile Manager Desktop Transactions
  • Configuring PeopleSoft eProfile and eProfile Manager Desktop
  • Describing PeopleSoft eProfile and eProfile Manager Desktop Workflow
Setting Up PeopleSoft ePay
  • Describe PeopleSoft ePay Transactions
  • Describe Integration With Other PeopleSoft Applications
  • Setting Up PeopleSoft ePay
  • Setting Up the Voluntary Deduction Transaction
  • Setting Up the View Paycheck Transaction
  • Setting Up Electronic Year-End Tax Forms
  • Setting Up PeopleSoft ePay for PeopleSoft Global Payroll
Setting Up PeopleSoft eBenefits
  • Describing Integration with Other PeopleSoft Applications
  • Describing PeopleSoft eBenefits Transactions
  • Setting Up PeopleSoft eBenefits
Setting Up PeopleSoft eCompensation and eCompensation Manager Desktop
  • Describing PeopleSoft eCompensation and eCompensation Manager Desktop
  • Describing Integration with Other PeopleSoft Applications
  • Describing PeopleSoft eCompensation Roles and Permission Lists
  • Describing PeopleSoft eCompensation Manager Desktop Roles and Permissions
  • Describing PeopleSoft eCompensation and eCompensation Manager Desktop Workflow
  • Configuring PeopleSoft eCompensation and eCompensation Manager Desktop Transactions
  • Configuring Compensation Cycles
  • Setting Up Budgets for PeopleSoft eCompensation and eCompensation Manager
Setting Up PeopleSoft eDevelopment
  • Describing Integrations with Other PeopleSoft Applications
  • Describing PeopleSoft eDevelopment Roles and Permissions
  • Describing PeopleSoft eDevelopment Workflow
  • Describing PeopleSoft eDevelopment Transactions
  • Managing Profiles

Course Objectives
  • Describe the functions and key concepts of PeopleSoft self-service applications.
  • Complete implementation tasks shared by all PeopleSoft HRMS self-service applications.
  • Set up PeopleSoft eProfile and eProfile Manager Desktop.
  • Set up PeopleSoft ePay.
  • Set up PeopleSoft eBenefits.
  • Set up PeopleSoft eCompensation and eCompensation Manager Desktop.
  • Set up PeopleSoft eDevelopment.

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