PeopleSoft HRMS basics

1) PeopleSoft HRMS basics

i) Types of tables
a) PS_PERSONAL_DATA, PS_JOB (Base Table)
b) PS_EARNINGS_TBL (Control Table)
c) PS_BENEFITS_VW (Views)
d) PS_EMPLOYEES (Reporting Tables)
e) PS_TREENODE (Application Tables)
f) SUB-RECORDS (Non Tables)
ii) The core tables
iii) PeopleSoft Processes
iv) 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) Adding a Control Table to a Query
iii) 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) Identifying Employees
 b) PeopleSoft Name Format
c) Resident Address and Phone
d) Non-Employees on Personal Data
e) Original Hire Date
f) Birth Information
g) Educational Status
h) Referrals
i) Citizenship Status
j) 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) Actions and Action Reasons
iv) Linking Employees to Common Data
v) Human Resource Settings
vi) Payroll Settings
a) Company and Paygroup
b) Tracking Hourly Employees and FTE
c) Other Payroll Identifiers
d) Compensations
vii) Benefit Settings
a) Benefits Status
b) Benefits Base Rate
c) Custom Fields
d) FLSA Status

3) Status
i) Employee Status Field
ii) The Status Date
iii) Long Term Disability Issue

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

8) Background Information

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

iii) General Ledger

iv) 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) Retrieving Earnings for an Employee
a) Pay Earnings Table
iii) Feeding PeopleSoft

4) Deductions
i) Getting to know Deductions
a) Deduction Code and Class
b) Defining Deduction
ii) Enrolling Employees In Deductions
a) General Deductions Tables
b) Verifying Eligibility
iii) Retrieving Deductions
a) The Pay Deduction Table

5) Taxes
i) 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) Special Withholding/Allowances
b) FICA and EIC
c) W-2 Settings
d) State Settings
e) 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
ii) Using W-2 Tables
PeopleSoft Benefits
1) Navigating Benefits
i) Introductions To Benefits
a) Understanding Benefits Administration
ii) Basic Benefits Terminology
a) Benefit Plans and Plan Type
b) Benefits Program
c) Defining a Benefit Program
d) Defining Plan and Plan Type Setting for a Program
e) Linking Plans
f) Specifying Benefit Plan Settings
g) 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) Determining the Current Enrollments
iv) Locating a Terminations
v) 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) Rate tables
ii) Calculation rates
PeopleSoft Query and SQR Tools
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) Understanding PeopleSoft Security Architecture

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

People Code

1) Understanding PeopleCode and Events

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