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University of Bridgeport

Computer Science

Application Development
Using
PeopleSoft

by
Vijay Ciganehalli
SID: 516100

Submitted to
Professor: Dr. Khaled M. Elleithy
FEB, 2004

Abstract
This report describes the tools used in the PeopleSoft application development and business process
of the application
What is an ERP?

 Enterprise resource planning software, or ERP.


 It attempts to integrate all departments and functions across a company onto
a single computer system that can serve all those different departments'
particular needs.
Why PeopleSoft for ERP?

 PeopleSoft is the second largest enterprise applications software company in


the world.
 PeopleSoft is the undisputed leader in applications for Human Capital
Management.
 Also a leader in software for Manufacturing, Customer Relationship
Management, Real Estate, Analytics, Financial Management, Supplier
Relationship Management, Distribution, and Asset Management.
Project Outline

 In this report I have detailed the different application development


technologies available within PeopleSoft which were used for the
development
 Also a detailed business process of the Training application
PeopleSoft Architecture

PeopleSoft Internet Architecture is comprised of a variety of components


ranging from the browser to the database server, including the following:
 Web browser

 Web server

 Application server

 Batch server

 Database server
High-level overview of the PeopleSoft
architecture
More detailed description of the PeopleSoft
architecture
PeopleSoft Development
Technologies/PeopleTools

Some PeopleSoft development tools


 Application Designer.

 Application Engine

 Component Interface
Application Designer

 Every PeopleSoft Internet Architecture (PIA) application contains a collection


of related definitions that work together for a specific purpose.
 Developing and adapting PeopleSoft applications is a step-by-step process
in which you define and build the definitions, establish relationships among
definitions, implement security, run your PeopleSoft application in an internet
browser, and test every aspect thoroughly. You use one interactive tool,
PeopleSoft Application Designer, for the majority of these activities.
 PeopleSoft Application Designer is an integrated development environment
that enables you to work with the numerous definitions of a business
application in a single work area.
Application Designer Window Components

Component Description

Title bar Displays the name of the open project and active definition.

Menu Provides access to PeopleSoft Application Designer commands and features.

Toolbar Displays buttons useful in editing the active definition.

Project Provides a graphical representation of the components contained in a project. The project
workspace workspace has two folder tabs:
 Development View
 Upgrade View

Definition Displays individual definitions that you open.


workspace

Output window Contains the output text from PeopleSoft Application Designer operations, such as Build (SQL
Create and Alter), Find Definition References, Upgrade, Results, Validate, and PeopleCode Log.
Project Workspace

 View projects and their associated


definitions in the project workspace.
 A project organizes and presents the
definitions of a business application in
logical groups for easier development,
adaptation, maintenance, and upgrade.
Working With PeopleCode

 PeopleCode is the structured programming language built into PeopleTools


that extends the functionality of the PeopleTools environment.
 All PeopleCode programs are associated with a “parent” definition.
 These PeopleCode programs are considered part of the definitions of their
parent components and you edit them as part of the definitions.
PeopleCode editor
 The PeopleCode editor enables you to
edit and navigate all PeopleCode
programs that belong to the same
parent definition.
 From an Application Package you can
access the PeopleCode programs
associated with the classes of the
package.
 The Application Packages editor and
the PeopleCode editor interfaces are
similar.
 You can add, delete, and change text:
you can use the find and replace
function; you can validate the syntax.
When you save your application
package, the code is automatically
formatted (indented and so on), just as
it is in the PeopleCode editor.
Viewing PeopleCode

To view Record Field PeopleCode from


PeopleSoft Application Designer:
 Open a record definition in PeopleSoft
Application Designer.
 Click the View PeopleCode toolbar
button to view the PeopleCode display
for the record.
 Select a field containing PeopleCode in
the record definition.
 Double-click the cell under the column
heading for the type of PeopleCode
that you want to view.
Creating a New Field/Record Definition

Creating a New Field Definition


To create a new field definition:
 Click the New button on the PeopleSoft Application Designer toolbar.
The New dialog box appears.
 Select Field.
 Click OK.
A new character field opens in the workspace area.
 Select one of the following field types from the Field Type drop-down list box.

Create a new record definition


To create a new record definition:
 Select File, New.
 Select Record.
 Click OK.
 The object workspace appears so that you can build a list of fields in a record
definition.
 Select the Record Type tab to define the type of record definition.
Application Engine

 PeopleSoft Application Engine is the PeopleTool that you use to develop


batch or online programs that perform high-volume, background processing
against your data. PeopleSoft Application Engine comprises two distinct
components—a designer where you define your batch program and the
runtime where you run and monitor your program.
 In PeopleSoft Application Engine, a program is a set of SQL statements,
PeopleCode, and program control actions (that enable looping and
conditional logic) defined in PeopleSoft Application Designer that performs a
business process. You can use PeopleSoft Application Engine for straight,
row-by-row processing, but the most efficient Application Engine programs
are written to perform set-based processing.
 PeopleSoft Application Engine does not generate SQL or PeopleCode it
executes the SQL and PeopleCode that you include in an Application Engine
action as part of your overall program.
Creating Application Engine Programs
 An Application Engine program includes a logically ordered set of sections, steps, and
actions. An executable program must contain at least one section, called MAIN, used
to identify the starting point of the program; it should contain at least one step; and
each step should contain at least one action.
To create a new program definition:
 Select File, New, or press CTRL + N.
 On the New dialog box, select App Engine Program, and click OK.
 Specify the appropriate values in the Program Properties dialog box, and click OK.
 Save and name your program.
 Enter the name of your program in the Save Name As edit box, and click OK to return
to the Definition view.
To open an existing program:
 Select File, Open.
 On the Open Definition dialog box, select App Engine Program from the Definition
Type drop-down list box.
 Enter the new program name in the Save Name As edit box on the Save As dialog
box, and click OK.
Using the Program Flow View

The Program Flow view is a read-only view that


shows the expected sequence of steps to be
executed at runtime for the program you are
developing.
The application engine program is divided into:
 Session
 Step
 Action
The following types of actions are available for
an Application Engine program:
 SQL
 Do When
 Do While
 Do Select
 Do Until
 PeopleCode
 Call Section
 Log Message
 XSLT (enabled for Transform Only program
types)
Component Interfaces
 A component interface enables exposure of
a PeopleSoft component (a set of pages
grouped together for a business purpose) for
synchronous access from another
application (such as PeopleCode, Java,
C/C++, COM, or XML). Component
interfaces can be viewed as "black boxes"
that encapsulate PeopleSoft data and
business processes, and hide the details of
the underlying page and data.
 Component interfaces can be used to
integrate PeopleSoft with another PeopleSoft
application or with external systems.
 A component interface maps to one, and
only one, PeopleSoft component. A
component interface is created in the
PeopleSoft Application Designer.
 Record fields on the PeopleSoft component
are mapped to the keys and properties of the
component interface. Methods are used to
find, create, modify or delete data.
PeopleSoft Component Interface
architecture

Component interface architecture comprises three fundamental elements—components,


component interfaces, and the component interface API.
 Every component interface has the following main attributes:
 Name.
 Keys (get keys, create keys, and find keys).
 Properties and collections (fields and records).
 Methods.
PeopleSoft HR- Administer Training

Administer Training supports the following business processes:

 Setting up training programs and courses.


 Setting up training costs.
 Setting up training requirements.
 Planning training budgets and running scenarios.
 Administering course sessions.
 Enrolling or wait listing students.
 Tracking student training.
 Tracking student costs.
Implementation

Implementation
 The implementation includes setting up the following tables:
 PeopleSoft HRMS fundamental tables.
 Core Administer Training application tables.
 (GER) Additional Administer Training application tables.
 (FRA) Additional Administer Training application tables.
 (MEX) Additional Administer Training application tables.
Setting up these core tables prepares the system to support these business processes:
 Administering training programs, courses, and sessions.
 Administering training requirements.
 Administering training costs and budgets.
 Enrolling and waitlisting students.
 Tracking student training.
 Tracking student costs.
 Creating reports and letters.
Setting Up Training Costs

Vendor
If an external vendor runs the course, define the default vendor costs here.
Vendor Select the default vendor for the category or subcategory.
Per Unit If you have set up vendor costs, the default value is the vendor cost from the
Cost Vendor table. You can override the default.

Facility
Vendor If you use a vendor’s facility for the course, select the vendor. Otherwise
leave this field blank.
Per Unit If you have set up room costs, the system populates the room cost from the
Cost Training Room table. You can override the default.
If you didn’t select a training facility from the Training Facility table, enter
the cost of the room and the associated unit in the Cost Unit field.

Session Equipment/Materials
Equipment/Materials Select the equipment code. Insert a row for each equipment or
Code material code required for the course.
Per Unit Cost Enter a per-unit cost for each item.
Category Code Select the category code from the list of categories to which the
course belongs.
Subcategory Code Select the subcategory codes.
To use costs from the category level as the default costs, select
the category code and enter UNKNOWN in the Subcategory
Code field.
Setting of Student Costs
Identify the compensation cost for training an employee.
Identify the cost for training an employee.
Process training costs for a group.

Student Costs
 To track the total cost of an employee
who is taking a training course, you
need to record:
 The costs those are associated with
the course, such as the price of
materials and instructors.
 The cost to your organization of the
employee’s lost work time.
 For example, if employees typically bill
their time to clients, then they cannot
bill time while they are in training. This
represents an additional training
expense.
Setting Up Training Budgets
Define budget periods.
Define amounts allocated to departments.

 From Date and Thru Date (through date) Enter


the from (begin) and through (end) dates for the
budget period.
 Business Unit Select the business unit and
corresponding base currency for the various parts of
your organization to be included within this budget
period.Add as business units by inserting new rows.
This enables you to create training budgets for the
employees in those business units. When you set
up and track budgeting demands, you can use only
budget periods that are assigned to an employee’s
business unit. You associate employees with
business units on the Job Data component in
Administer Workforce .
 Allocation Date Enter the date that you allocate the
budget to the department.Originating Emplid
(originating employee ID) Select the ID of the
person who allocated the budget.
 Budget Amount Enter the currency to use when
you compare the actual and budget costs by
department. The system also uses this value as the
currency default value on pages where the Budget
Training process calculates department budget
costs to ensure that costs and budget are in the
same currency.
Defining Training Courses and Programs
Vendor Profile page.

 Vendors and vendor contacts.


 Training equipment, materials, and
facilities.
 Course instructors.
 Course categories.
 Courses.
 Training catalogs and programs.

Address page
Vendor Contact pages
Setting Up Training Equipment, Materials,
and Facilities
Setting Up Course Instructors

To help set up course sessions and


choose the most qualified instructors,
use the Instructor Table component to:
 Enter information about internal and
external instructors.
 Track instructor costs and areas of
expertise.
 Compare instructor requirements for a
course against an instructor’s
competency profile.
 Add instructors.
 Define courses that an instructor is
qualified to teach.
 View instructor competencies.
 View instructor accomplishments.
Course Categories

 Courses can cover a wide range of


subjects, from administrative to
technical and from management to
personal.
 To help organize training courses, you
set up categories and subcategories on
the Category/Subcategory - Category
Table page.
 When you create new courses in the
Course table, you associate the course
with a category and subcategory.
Setting Up Courses

 Define general course information.


 Define instructor competencies and
accomplishments
 Design e course prerequisites.
 Define required equipment and
materials.
 Specify course classification.
 Specify course content, target
audience, and agenda. at
Course Sessions

 Plan new course sessions.


 View instructor schedules.
 Set up general session information.
 Set up session locations and
instructors.
 View and update session address and
contact details.
 Select training rooms.
 Choose instructors.
 Specify required equipment and
materials.
 View available equipment and
materials.
 Define miscellaneous expenses.
 View session details.
Course Session Costs

 Different sessions of the same course


might have different costs, if a course
is taught in multiple geographical areas
or facilities, for example. If you defined
general course costs in the Course
Cost table, you can modify them at the
session level.
 Enter vendor costs for a course
session.
 Set up session costs associated with
the facility and instructor.
 Record costs associated with required
equipment.
 Record costs associated with session
expenses.
Recording Student Feedback
Record general student feedback on course sessions.
Enter individual training evaluations.
Record specific student feedback.
Tracking Student Training

 Maintain student training data.


 You can follow student progress in both internal and external (off-site) courses for both employees
and non-employees, such as contractors or temporary workers. You can review and update all
training-related employee data, such as education and certifications.
 You can view training data for all students who have taken training courses or have other training
data in the system.
 You can search for training data by employee ID or student name. If you record alternate
character names for employees, you can enter an alternate character name as well.
Conclusion

I have started the report explaining the different terminologies so as to make the
user understand the project easy. The scope of the project is to design a peoplesoft
based software package based on 'Administering the HR Training'. Major parts of
the report explains the concepts of the ERP, the role of PeopleSoft and have
included many details of the table structures along with many screenshots of the
application.
After working in PeopleSoft I am now convinced that it is a very good choice for an
ERP package both for installation and customization. I have worked on the latest
version of Peoplesoft8.3. The goal to design and develop the Administering the HR
Training module is successfully completed.
Q&A

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