PeopleSoft Human Resources Course Overview

The PeopleSoft Human Resources Rel 9.2 course has been updated through update image 34. This training focuses on the flexibility that PeopleSoft HCM has to offer through update image 15. Investing in this course gives you a solid foundation on which to base your organization's implementation decisions.

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 setup of your organization's workforce structures and perform critical functional tasks so your HR team can effectively manage a global workforce.

You will learn:

Module 1: Business Process Overview

• Describing PeopleSoft HCM 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

Module 2: Setting Up Installation Settings and Companies

• Defining the Installation Table
• Setting Up the Company Table

Module 3: Setting Up Business Units and TableSet Sharing

• Defining Set IDs, Business Units, and TableSet Sharing
• Establishing User and Business Unit Defaults

Module 4: Setting Up Establishments, Locations, and Departments

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

Module 5: Setting Up Compensation

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

Module 6: Setting Up Jobs and Pay Groups

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

Module 7: Administering Data Permission Security

• Describing Data Permission Security
• Identifying Methods of Granting Data Permission Access
• Refreshing Security Join Tables

Module 8: Adding People in the PeopleSoft System

• Explaining Organizational Relationships
• Adding a Person in the PeopleSoft System
• Adding a Job Instance for a Person
• Explaining Job Level Defaults
• Defining Job Instances, Relationships, and Employment Record Numbers

Module 9: Maintaining Person and Job Data

• Maintaining Historical Information for Your Workforce
• Managing Personal Data and Job Data
• Creating Action Reason Codes
• Entering Termination and Last Date Worked Information
• Viewing Job Summary Information

Module 10: Managing Positions

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

Module 11: Using the PeopleSoft Fluid User Interface

• Describing the Human Resources Fluid Tiles and Pages
• Using Employee Self Service in Fluid
• Using Manager Sel Service in Fluid

Module 12: Working with the Company Directory in Fluid

• Describing the Company Directory Features and Functionality
• Describing the Company Directory Setup
• Using the Company Directory

Module 13: Using the Talent Summary and Manager Dashboards

• Using the Manageer Dashboard
• Using the Talent Summary Dashboard

Course Prerequisites

• Introduction to PeopleSoft for HCM Rel 9.2 Ed 2
• Introduction to PeopleSoft for HCM

Target Audience:

• This course is meant for Developer, Implementer and Systems Administrator

Learning Objectives

Upon completion of this course, you will learn to:

• Using the Manager and Talent Summary Dashboards
• Setting Up Core Foundation Tables Related to Installation Settings and Companies
• Setting Up Core Foundation Tables Related to Business Units and TableSet Sharing
• Setting Up Core Foundation Tables Related to Establishments, Locations, and Departments
• Setting Up Core Foundation Tables Related to Compensation
• Setting Up Core Foundation Tables Related to Jobs and Pay Groups
• Adding People in the PeopleSoft System
• Administering Data Permission Security
• Maintaining Person and Job Data
• Managing Positions
• Using the PeopleSoft Fluid User Interface
• Working with the Company Directory in Fluid

PeopleSoft Human Resources Rel 9.2 Ed 2

Topics

Business Process Overview:
• Describing PeopleSoft HCM 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

Setting Up Installation Settings and Companies
• the Installation Table
• Setting Up the Company Table

Setting Up Business Units and TableSet Sharing
• Defining Set IDs, Business Units, and TableSet Sharing
• Establishing User and Business Unit Defaults

Setting Up Establishments, Locations, and Departments
• Setting Up the Establishment Table
• Setting Up the Location Table
• Setting Up the Department Table

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

Setting Up Jobs and Pay Groups
• Setting Up the Job Code Table
• Setting Up the Pay Group Tables

Administering Data Permission Security
• Describing Data Permission Security
• Identifying Methods of Granting Data Permission Access
• 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
• Explaining Job Level Defaults
• Defining Job Instances, Relationships, and Employment Record Numbers

Maintaining Person and Job Data
• Maintaining Historical Information for Your Workforce
• Managing Personal Data and Job Data
• Creating Action Reason Codes
• Entering Termination and Last Date Worked Information
• Viewing Job Summary Information

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

Using the PeopleSoft Fluid User Interface
• Describing the Human Resources Fluid Tiles and Pages
• Using Employee Self Service in Fluid
• Using Manager Sel Service in Fluid

Working with the Company Directory in Fluid
• Describing the Company Directory Features and Functionality
• Describing the Company Directory Setup
• Using the Company Directory

Using the Talent Summary and Manager Dashboards
• Using the Manageer Dashboard
• Using the Talent Summary Dashboard