People Tools

1) Relational Database Basics In PeopleSoft 2) Data Validation 3) PeopleSoft Application Design i) Designing the Application ii) Define New Fields iii) Create the Record Definition iv) Build the SQL Table v) Create the Page Definition vi) Define the Component vii) Create the Menu Definition viii) Enable the Menu Security ix) Test the Application x) Review Create An Application

PeopleSoft HR
1) PeopleSoft HRMS basics i) Types of tables
a) b) c) d) e) f) PS_PERSONAL_DATA, PS_JOB (Base Table) PS_EARNINGS_TBL (Control Table) PS_BENEFITS_VW (Views) PS_EMPLOYEES (Reporting Tables) PS_TREENODE (Application Tables) SUB-RECORDS (Non Tables)

ii) iii) iv)

The core tables PeopleSoft Processes Using the Application Designer to find Table Definitions
a) Querying Tables b) Cross-Referencing Fields c) Cross-Referencing Panels and Tables

v)

Dissecting a PeopleSoft Table

2) Effective dating i) Concepts Underlying Effective Dating ii) Basic Effective Date Sub-Query iii) Additional Criteria with a Sub-Query 3) Understanding Control Tables i) Structure of a Control Tables

ii) iii)

Adding a Control Table to a Query Using Effective Status

4) Reporting tables i) Reporting Tables Overview ii) The Employee Table iii) Benefits Plan data table iv) Benefits Personal Data Table v) Employees Table vi) Enrollments

PeopleSoft Human Resources

1) Personal Information vii) Personal Data
a) b) c) d) e) f) g) h) i) j) Identifying Employees PeopleSoft Name Format Resident Address and Phone Non-Employees on Personal Data Original Hire Date Birth Information Educational Status Referrals Citizenship Status Personal Data for Other Countries

viii) Understanding Effective Dated Personal Data

a) Name Differences

ix)

Using Social Security Numbers

a) The NID Table and Identifiers b) National Ids c) Querying the National ID

2) The Job Tables i) Identifying Jobs On PS_JOB ii) Storing History: Effective Sequence
a) Tracking Actions

iii) iv) v) vi)

Actions and Action Reasons Linking Employees to Common Data Human Resource Settings Payroll Settings
a) Company and Paygroup

b) Tracking Hourly Employees and FTE c) Other Payroll Identifiers d) Compensations

vii)

Benefit Settings
a) b) c) d) Benefits Status Benefits Base Rate Custom Fields FLSA Status

3) Status i) ii) iii) 4) 5) 6) 7)

Employee Status Field The Status Date Long Term Disability Issue

Compensation History Position/Job History Corporate Hierarchy Employment Information i) Position Management Fields ii) Payroll Settings iii) Benefits administration flag

8) Background Information

Payroll
1) Working with Payroll i) Payroll Tables ii) Looking at a Specific Payroll Run
a) b) c) d) e) f) g) Paycheck table with Payroll Queries Payroll Keys Current Payroll Pay Run Id Payroll Dates Multiple Jobs Taking Deductions

iii) iv)

General Ledger The Payroll Process

a) Paysheets b) Payroll Calculations c) Payroll Confirmation

d) Identifying Payroll Process Achievements

v)

Batch Processing Payroll Data

2) The Paycheck i) How do Paychecks Created ii) The Paycheck tables

a) Payroll keys b) Alternate Keys c) Paycheck Accounting

iii)

Different Kinds of Paychecks

3) Earnings i) Defining Earnings

a) Earn Codes b) Defining an Earnings

ii) iii)

Retrieving Earnings for an Employee

a) Pay Earnings Table

Feeding PeopleSoft

4) Deductions i) Getting to know Deductions

a) Deduction Code and Class b) Defining Deduction

ii) iii) 5) Taxes i)

Enrolling Employees In Deductions

a) General Deductions Tables b) Verifying Eligibility

Retrieving Deductions
a) The Pay Deduction Table

Tax Location
a) State and Locality b) The Other States c) Tax Location Code

ii)

Defining A Tax
a) Local Taxes b) State and Federal Taxes c) Tax Types/Rates

iii)

Employee Tax Elections

a) b) c) d) e) Special Withholding/Allowances FICA and EIC W-2 Settings State Settings Local Settings

iv)

Retrieving Taxes

6) Garnishments i) Setting up Garnishments

a) Employee Garnishment Specifications

ii)

Retrieving Garnishments
a) The Pay Garnish table

iii) An Accounts Payable Interface iv) 7) Year End Processing i) The W-2 Design
a) W-2 Parameters b) Adding Data Using Delivered Reports c) Multiple W-2s Using W-2 Tables

ii)

Benefits
1) Navigating Benefits i) Introductions To Benefits
a) Understanding Benefits Administration

ii)

Basic Benefits Terminology

a) b) c) d) e) f) g) Benefit Plans and Plan Type Benefits Program Defining a Benefit Program Defining Plan and Plan Type Setting for a Program Linking Plans Specifying Benefit Plan Settings Benefit Program Costs

iii)

Benefits Control Tables

a) Base Benefits Control Tables b) Benefits Administration Control Tables

iv)

The Benefits Administration Process

a) BAS Activity / Manual Entry b) On Demand Event Maintenance

v)

Tracking PeopleSoft Benefits

a) Benefits Interfaces b) Benefits Reports

2) Health and life plan Elections i) Elections ii) Dates

iii) iv) v)

Determining the Current Enrollments Locating a Terminations Life Plans

3) Dependents And Beneficiaries i) How are Dependents and Beneficiaries Stored ii) Locating all dependents for a Participant iii) Determining Dependent Coverage 4) Rates i) ii) Rate tables Calculation rates

PeopleSoft Query and SQR

1) PeopleSoft Query i) Query Basics ii) Advanced Query Topics 2) Using SQR with PeopleSoft i) Why SQR ii) Using SQR with PeopleSoft iii) Types Of SQR iv) Basic SQR Nested Query v) Understanding Delivered SQR Programs

PeopleSoft Security
1) 2) 3) 4) 5) 6) 7) 8) Understanding PeopleSoft Security Architecture Security Design Security In The Implementation Cycle Developer Security Batch Process Security Reporting Security PS Query/ PS n-Vision Application Security Security Administration

People Code
1) 2) 3) 4) 5) 6) 7) Understanding PeopleCode and Events Using PeopleCode Editor PeopleCode Language Understanding Objects and Classes in PeopleCode Using Methods and Built In Functions PeopleCode and Component Processor PeopleCode and PeopleSoft Internet Architecture