PeopleSoft Human Resources Rel 9.2

This PeopleSoft Human Resources Rel 9.2 training focuses on the flexibility that PeopleSoft HCM has to offer. Investing in this course gives you a solid foundation on which to base your organization’s implementation decisions.

Learn To:

• Set Up Core Foundation Tables related to HR.
• Maintain person and job data.
• Manage worker data using Smart HR and Position Management.
• Utilize the Org Chart Viewer, Talent Summary and manager dashboards.

Benefits to You

Ensure a smooth, rapid implementation of PeopleSoft Workforce Administration. Better understand the foundation and configuration options of PeopleSoft HCM so you can make better decisions during your implementation. Optimize the set up of your organization’s workforce structures and perform critical functional tasks so your HR team can effectively manage a global workforce.

Set Up Core HR Foundation Tables

You'll also learn about and set up the core Human Resources foundation tables that support your workforce. After setting up these tables, you will learn about data permission security and how to access or restrict worker data.

Manage Employee Data

Hire workers into the system and manage personnel records and employment history through manual changes, Smart HR templates and Position Management. Utilize the Org Chart Viewer and manager dashboards to view and update employee data.

Live Virtual Class Format

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Audience

• Developer
• Functional Implementer
• Reports Developer
• System Analysts

Course Topics Business Process Overview

• Describing PeopleSoft Enterprise HRMS Products and Business Processes
• Describing PeopleSoft Human Resources Core Foundation Tables
• Describing PeopleSoft Table Setup Considerations
• Describing Effective Dating and Action Types
• Describing Sources of Information About PeopleSoft Human Resources in PeopleBooks

Setting Up Core Foundation Tables Related to Installation Settings and Companies

• Defining the Human Resource Foundation Table Sequence
• Defining the Installation Table
• Setting Up the Company Table

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

• Defining SetIDs, Business Units, and TableSet Sharing
• Establishing 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

Setting Up Core Foundation Tables Related to Compensation

• Setting Up Compensation Rate Code Data
• Determining Compensation Rate Code Defaults
• Setting Up Salary Plan Tables

Setting Up Core Foundation Tables Related to Jobs and Pay Groups

• Setting Up the Job Code Table
• Setting Up the Pay Group Tables

Administering Data Permission Security

• Explaining Data Permission Security
• Identifying Methods of Granting Data Permission Access
• Administering Tree-Based Security

Adding People in the PeopleSoft System

• Describing Organizational Relationships
• Adding a Person in the PeopleSoft System
• Adding a Job Instance for a Person

Managing Worker Data Through Smart HR Templates and Transactions

• Defining Smart HR Templates
• Setting Up Smart HR Templates
• Managing Worker Transactions Using a Smart HR Template

Maintaining Person and Job Data

• Maintaining Historical Information for Your Workforce
• Managing Personal Data and Job Data
• Creating Action Reason Codes
• Viewing Job Summary Information

Managing Positions

• Setting Up Position Data
• Hiring and Reassigning Workers into Positions
• Maintaining Position and Employee Data

Working with the Org Chart Viewer

• Describing the Org Chart Viewer Features and Functionality
• Setting Up the Org Chart Viewer
• Creating Matrix Teams
• Using the Org Chart Viewer

Using the Talent Summary and Manager Dashboards

• Setting Up the Manager Dashboard Pagelets
• Using the Manageer Dashboard
• Setting Up the Talent Summary Dashboard
• Using the Talent Summary Dashboard

Course Objectives

• Setting Up Core Foundation Tables Related to Business Units and TableSet Sharing
• Establishments, Locations, and Departments
• Setting Up Core Foundation Tables Related to Compensation
• Setting Up Core Foundation Tables Related to Compensationing Up Core Foundation Tables Related to Jobs and Pay Groups
• Administering Data Permission Security
• Adding People in the PeopleSoft System
• Managing Worker Data Through Smart HR Templates and Transactions
• Maintaining Person and Job Data
• Describing PeopleSoft Enterprise HRMS Products and Business Processes
• Managing Positions
• Working with the Org Chart Viewer
• Using the Manager and Talent Summary Dashboards
• Setting Up Core Foundation Tables Related to Installation Settings and Companies