Intro to PeopleSoft/HR/Benefits Accelerated - US Rel 9.1

The first section of this course serves as a prerequisite for other PeopleSoft HRMS application classes and covers the central concepts behind PeopleSoft applications. The Human Resources portion of the course is designed to provide a solid foundation for implementing PeopleSoft Human Resources for an organization. The last section covers the activities and functions required to set-up and administer benefits through PeopleSoft Human Resources Base Benefits. The section also encompasses the structure and set-up of benefit plans, benefit programs and payroll deductions.

Learn To:

• Access and search through the PeopleBook online help
• Identify and setup the core human resource implementation tables
• Create and hire workers through templates
• Set up benefit health and welfare plans, savings and pension plans, and benefit programs
• Enroll employees in benefit programs and add dependents and beneficiaries
• Navigate through the PeopleSoft Internet Architecture (PIA)

Audience

• Application Developers
• Business Analysts
• Functional Implementer
• Project Manager
• End Users

Course Topics Navigating Through the PeopleSoft System

• Describing Elements of Components
• Retrieving Data Through the Search Page
• Viewing and Updating Data Within a Record
• Assigning and Organizing Favorites
• Using PeopleBooks Online Help

Understanding the System Structure

• Explaining PeopleSoft Pure Internet Architecture
• Describing the Structure of PeopleSoft Tables and Relational Databases
• Explaining Effective Dating
• Describing Action Types

Working With Tables

• Identifying Types of PeopleSoft Tables
• Describing Characteristics of the Translate Table
• Identifying Processing and Defaulting Tables
• Describing Characteristics of Control Tables
• Describing Characteristics of Transaction Tables
• Describing Business Units
• Explaining the Relationship Between Business Units and Set Ids

Running Human Resources Processes and Reports

• Processing and Viewing a Human Resources Report
• Explaining the Purpose of the Employees Table

Using Group Build

• Defining Group Build
• Creating a Group
• Setting Up Group Security
• Viewing and Using Groups

Defining the Human Resources Business Process

• Describing PeopleSoft Enterprise HRMS Products and HR Business Processes
• Identifying the Core Human Resource Setup Tables and Table Setup Sequence
• Describing Effective Dating and Action Types

Setting Up Core Foundation Tables Related to Installation Settings and Companies

• Defining the Installation Table
• Setting Up the Company Table
• Defining Postal Code Information for Switzerland, Japan, and the Netherlands

Setting Up Core Foundation Tables Related to Business Units and TableSet Sharing

• Defining SetIDs, Business Units, and TableSet Sharing
• Establish User and Business Unit Defaults

Setting Up Core Foundation Tables Related to Establishments, Locations, and Departments

• Setting Up the Establishment Table
• Setting Up the Location Table
• Setting Up the Department Table

(JPN) Setting Up Core Foundation Tables Related to Japanese Compensation

• Setting Up Compensation Rate Code Data
• Defining Japanese Education Level Tables
• Determining Compensation Rate Code Defaults
• Defining Worker Compensation
• Setting Up the Salary Plan Tables
• Defining Grade Advance Tables

Setting Up Core Foundation Tables Related to Jobs and Pay Groups

• Setting Up the Job Code Table
• Defining the Supervisor Level Table
• Setting Up the Pay Group Tables

Administering Data Permission Security

• Defining the Methods of Granting Data Permission Access
• Administering Tree-Based Security
• Refreshing Security Join Tables

Adding People in the PeopleSoft System

• Explaining Organizational Relationships
• Adding a Person in the PeopleSoft System
• Adding a Job Instance for a Person
• Defining Job Instances, Relationships, and Employment Record Numbers
• (JPN) Reviewing Additional Appointment Information for Japan
• (JPN) Managing Intercompany Transfers for Japan

Adding Workers Through Template-Based Hires (SmartHire)

• Defining the SmartHire Process
• Setting Up Hire Templates
• Adding Workers Using a Hire Template
• Managing the Status of a Template-Based Hire

Setting Up Payroll Deductions

• Setting Up Payroll Deduction Codes for Benefit Plans
• Determining Deduction Classifications
• Specifying Deduction Tax Effects
• Determining Settings for Specific Processing
• Specifying the Frequency of Benefit Deductions

Setting Up Benefit Plans, Health Plans, and Benefit Programs

• Identifying Health Plan Components
• Adding a Plan Provider
• Setting Up a Benefit Plan and a Health Plan
• Defining Coverage Codes
• Setting Up Benefit Rate Types
• Establishing Rates for a Benefit Plan
• Adding a Health Plan to a Benefit Program

Setting Up Life Insurance Plans

• Identifying Life Insurance Plan Components
• Defining a Life Insurance Plan
• Defining Coverage Rates
• Defining Calculation Rules
• Adding a Life Insurance Plan to a Benefit Program

Setting Up Disability Plans

• Identifying Disability Plan Components
• Setting Up a Formula
• Creating a Disability Plan
• Establishing Coverage Rates Based on Length of Service
• Adding a Disability Plan to a Benefit Program

Setting Up Savings Plans

• Identifying Savings Plan Components
• Defining a Savings Plan
• Setting Up the Service Step Table
• Setting Up Savings Plan Limits
• Set Up Age 50 Catch-up Contributions
• Adding a Savings Plan to a Benefit Program

Setting Up Leave Plans

• Identifying Leave Plan Components
• Defining a Leave Plan
• Establishing Earnings Codes for Leave Categories
• Adding a Leave Plan to a Benefit Program

Setting Up Flexible Spending Accounts

• Identifying the Components of Flexible Spending Account (FSA) Plans
• Defining FSA plans
• Adding FSA Plans to a Benefit Program

Adding New Employees, Dependents, and Beneficiaries

• Identifying the Pages Used to Hire an Employee
• Viewing Job-related Information for an Employee
• Setting Up Dependent and Beneficiary Data

Course Objectives

• Describing how the Process Scheduler operates
• Describing the core PeopleSoft Human Resources business process
• Explaining what reporting tools are available in PeopleSoft applications
• Identifying the types of relational database
• Add people in the PeopleSoft system
• Define and administer data permission security through department security trees
• Creating and using a group through Group Build
• Set up core human resource foundation tables
• Calculate benefit deduction amounts
• Define and manage benefit plans and programs
• Enroll employees, dependents, and beneficiaries in benefit plans
• Set up flexible spending accounts
• Set up health plans
• Set up payroll deductions for benefit plans