Implementing HRMS Self-Service Applications 9.1

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.