HCM/HRMS Tables for the PS QUERY - Querying HCM/HRMS table in PeopleSoft

HCM/HRMS Query reporting

The following are the main tables used to query HR related data
Human Resources Information/ Personal Data:
PERSON - PERSON record
NAMES - Person Names
PERS_DATA_EFFDT - Effective Dated Personal Data
PERS_NID - PERS_NID Record
ADDRESSES - Address Type
PERSON_PHONE - Person Preferred Phone
EMAIL_ADDRESSES - Email Addresses
REG_REGION_TBL - Regulatory Region
DIVERS_ETHNIC - Ethnic Diversity
PERS_SMOKER - Smoker History
--
PERSONAL_DATA - PERSONAL_DATA for Rpting
PERSON_ADDRESS - Person's Current Addresses
Person’s organizational relationship can be captured in tables like
PER_ORG_ASGN-Person Org Assignments
PER_ORG_INST - Person Org Instance
PER_POI_TYPE

Employment Data:

EMPLOYMENT- General employment data, such as various service dates, etc.

EMPLOYEES - Non terminated Employees
EMPL_CHECKLIST - EE Assignment Checklist

Department Information

DEPT_TBL --This is one of foundation tables in HR. You will rarely query against it directly;
more likely you will join to it to get the description or short description. Department codes in
PeopleSoft are different from what was used in HRS/Legacy, and department data is effective
dated.

Job code information

JOBCODE_TBL --This is also a foundation table. This table holds job codes, descriptions and
related data such as FLSA classification, pay plan, grade and structure information.

Job Data:

JOB-- Job (roughly equates to assignment records in legacy). Contains job records along with
other data. Effective dated someone's job history will be stored in this table. Remember, Empl
Records refer to an employee's job record(s). The existence of multiple Empl Records means
that they have had or are currently holding multiple jobs Empl Records start with 0, and their
benefits are tied to Empl Record #0.
Job Data Component Structure
- Person Org Assignments
JOB - EE Job History
COMPENSATION - EE Compensation Data
JOB_EARNS_DIST - EE Job Earnings Distribution
JOB_JR - Job Junior
POSN_EARNS_DIST - Position Earnings Distribution

Position Data: POSITION_DATA—identifies position data for each business unit.

Benefits Data:
BEN_PROG_PARTIC is a record that defines the benefit program for which an employee is
enrolled. It is used while processing Payroll and Benefits Administration.
BENEFIT_PARTIC - Ben Plan Type Enrollment Control-contains information on employee
enrollments in a benefit plan type.
DISABILITY_BEN - EE Disability Ben Enrollments
FSA_BENEFIT - EE FSA Benefit Enrollments
HEALTH_BENEFIT - EE Health Benefit Elections
HEALTH_DEPENDNT - EE Health Benefit Dependents
LEAVE_ACCRUAL - EE Leave Accruals
LEAVE_PLAN - EE Leave Benefit Enrollments
LIFE_ADD_BEN - EE Life AD/D Benefit Enrollmnt
AUDIT_LFEADBNFC - EE Life AD/D Beneficiaries
LIFE_ADD_BENEFC - EE Life AD/D Beneficiaries
PENSION_PLAN - EE Pension Benefit Enrollments
PENSION_BENEFC - EE Pension Beneficiaries
RTRMNT_PLAN - EE Retirement Benefit Enrlment
SAVINGS_PLAN - EE Savings Plan Enrollments
SAVINGS_BENEFIC - EE Savings Plan Beneficiaries
VACATION_BEN - EE Vacation Plan Enrollments
Employee level payroll data:

GENL_DED_CD - EE General Deduction Code

GENL_DEDUCTION - EE General Deduction Detail
ADDL_PAY_ERNCD - Add'l Pay Earning Code
ADDL_PAY_EFFDT - Add'l Pay Effective Dates
ADDL_PAY_DATA - Additional Pay Detail
DIRECT_DEPOSIT - Direct Deposit Definition
DIR_DEP_DISTRIB - Direct Dep Distributn Detail
PAYROLL_DATA - EE Paycheck Delivery Data
GARN_SPEC - EE Garnishment Specification
GARN_RULE - EE Garnishment Rule
GARN_EMPL_DED - Garnish Employee Deductions

EE Tax Data:

FED_TAX_DATA – Contains federal tax data, including nonresident alien data,FW

Status,LockIn Details,EIC .The tax data is defined by company
STATE_TAX_DATA – Although there is no state withholding in Texas, this record is
necessary to maintain state of residence and unemployment jurisdiction. If an employee
works in multiple states or lives in a state other than the state of employment, a record for
each state must be maintained
LOCAL_TAX_DATA - EE Local Tax Data- This record is used to record employee tax data for
each locality in which the employee lives or works and for which tax withholding is required
TAX_DISTRIB - Employee Tax Distribution- the tax distribution for an employee's
states/localities
TAX_DIST_EFFDT- Tax Distribution Eff Dt

Payroll Data: Payroll processing check data (records used by the payroll process to store
check history)

PAY_CALENDAR - Pay Calendar

PAY_PAGE - Payroll Page
PAY_LINE - Payroll Line
PAY_EARNINGS - Payroll Earnings
PAY_GARN_OVRD - Payroll Garnishment Override
PAY_ONE_TIME - Payroll Deduction Override
 PAY_OTH_EARNS - Payroll Other Earnings
PAY_TAX_OVRD - U.S. Payroll Tax Override
PAY_CHECK - Pay Check
PAY_CHECK_EARNS - Pay Check Earnings
PAY_ERN_DIST - Pay Check Earnings Dist
PAY_DEDUCTION - Payroll Deduction
PAY_DED_DIST - Payroll Deduction Fund Dist
PAY_DISTRIBUTN - Payroll Deposit Distribution
PAY_GARNISH - Payroll Garnishment
PAY_SPCL_EARNS - Payroll Special Accumulator
PAY_TAX - U.S. Payroll Tax
PAY_TAX_DIST - U.S. Payroll Tax Dist

Payroll funding distribution data (records that tie funding to payroll actuals):

PAY_ERN_DIST - Pay Check Earnings Dist

PAY_DED_DIST - Payroll Deduction Fund Dist
PAY_TAX_DIST - U.S. Payroll Tax Dist

RETROPAY_EARNS - Retroactive Pay Earnings

PAY_CHECK_REVRS - Reversal Run Control Detail

EE U.S. Balance Tbls

EARNINGS_BAL - EE U.S. Earnings Balance

DEDUCTION_BAL - EE U.S. Deduction Balance
DED_ARREARS - EE Deduction Arrears
GARN_BALANCE - Garnishment Balance
TAX_BALANCE - EE U.S. Tax Balance
CHECK_YTD - EE U.S. YTD Check Total

Tenure Data:

EG_TENURE Tenure Data.

Hints:-
Use the Employees table whenever possible. Queries using this table will generally have
better performance for several reasons. This table has name, Empl ID, empl records, job
title, job code, dept title, dept code, location code, comp rate, comp frequency, position
number, standard hours, etc., data for active employees. Two fields that it does not have
are Empl Class and FTE. This table is not a transactional table, meaning that records are
not actively written to it throughout the day. Rather, it is refreshed nightly on process
scheduler. There may be a one-day lag time for new data to hit the table, but for most
reporting this is acceptable.

Important PeopleSoft HCM processes

1) Refresh the EMPLOYEES table.
2) Refresh the Personal Data Process.
3) Refresh the Personal Data table with future-dated data.
4) Refresh name display values.
5) Audit Human Resources data for integrity.
6) ID Change.
7) ID Delete.
8) ERN Delete process.
9) Refresh Compensation.

Set Up HMRS > System Administration > Database Processes

1) PERS_REFRESH – Refresh Personal Data Process. Based on the setup in the Personal
data setup component. Personal data record will be refreshed. Process updates the current
data asof the Current date / System date. What fields are populated is configurable in the
personal data setup component.

Record: PS_PERSONAL_DATA
Setup Record:- PS_PERSON_DT_SETUP.

2) HR_PERSDATA - Refresh the Personal Data table with future-dated data. This
process updates
Personal data table with all the PERS_DATA_EFFDT, NAMES, and ADDRESSES
(optional) when that data becomes effective. This is should be scheduled as a nightly
process in order to catch changes every day.
3) PER099 - Refresh EMPLOYEES Table. Refresh the PS_EMPLOYEES snapshot table
as of the selected date or current date. This process also updates the
PS_EMPLOYEES_LNG.
4) Refresh all records with the NAME_DISPLAY and NAME_FORMAL fields to reflect
changes made to the People Code definition of those fields. You can choose to update
records with all name format types or just with one name format type.
It has following options to choose from.
5) HRAUDIT - Audit Human Resources data for integrity.- Core HR Data Integrity.
PER900. Initiate the Core Human Resources Data Integrity Audit.
Following things are audited.
• Persons were found in PERS_DATA_EFFDT that do not exist in PERSON
• Persons were found in PERSON that do not exist in PERS_DATA_EFFDT

• Persons were found in EMPLOYMENT that do not exist in PERS_DATA_EFFDT

• Persons were found in JOB that do not exist in EMPLOYMENT

• Persons were found in EMPLOYMENT that do not exist in JOB

• Persons were found in JOB that do not exist in PERS_DATA_EFFDT

• Persons were found in JOB that do not exist in JOB_JR.

• Persons were found in JOB_JR that do not exist in JOB.

• Persons were found in PERSON that do not have a Primary Name in NAMES.

• Persons were found in NAMES that do not have record in PERSON.

• Persons were found in ADDRESSES that do not have record in PERSON.

• Persons exist in DISABILITY that does not exist in PERSON.

• Persons were found in DIVERS_ETHNIC that do not exist in PERSON.

6) Change ID / Delete ID Process – HR_PER502 - This process is used for the correction
of the employee ID it updates the all tables with new employee ID. This also used for the
deleting ID as well. ID Delete control component contains the exclusion list of the
records.

7) Delete ERN Process - HR_EERCD_DEL – This process is used to delete the

Employee record Number or Empl RCD of an employee.
ERN Delete Field Names Component– EMPL_RCD different field names in the different
records to look for. ERN Delete Exclusion List – List of the table to be excluded from the
table.
ERN Delete Control – List of the message for the Exclusion list of table/ field names.

8) Refresh Compensation -
HR_CMP015 – Process to refresh the compensation. Refresh multiple worker
compensation packages with current default values, and print a report that displays the
new and previous compensation data of the impacted workers. It executes the process
executes the same steps as the Default Pay Components button on the Compensation
page.

Action value combinations of the Job data

Action Combination/ Action Paris - Reverse Action for each action.
Action - LOA – Leave of Absence , LWP – Leave with Pay
Reverse Action RFL – Return from
Action
LTD – Long Term Disability with Pay , LTO – Long Term Disability
STO – Short Term Disability , STD – Short Term Disability with Pay
- Reverse Action
RFD – Return from Disability
Action Reverse Action
SWB – Short Work Break - RFW – Return from Short Work Break
Action Reverse Action
LOF – Layoff REC – Recall from Layoff
Action Reverse Action
TAS – Create Temporary Assignment RFA – Return from Temporary Assignment

These are the actions that will create and stop the special temporary assignment
relationship that puts the original instance in a suspended status while the person works
on a temporary assignment.
Action Reverse Action
SUB – Create Substantive Job - RTS – Return to Substantive Job
These are the actions that will create and stop the special temporary assignment
relationship that puts the original instance in a suspended status while the person works
on a temporary assignment.
.