D40533 PDF

Human Resources
Activity Guide
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Copyright © 2004, 2005, Oracle. All rights reserved.
This document contains proprietary information and is protected by copyright and other intellectual property laws. You may
copy and print this document solely for your own use in an Oracle training course. The document may not be modified or
altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download,
upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part
without the express authorization of Oracle.
The information contained in this document is subject to change without notice. If you find any problems in the document,
please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This
document is not warranted to be error-free.
If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United
States Government, the following notice is applicable:
U.S. GOVERNMENT RIGHTS

The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are
restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.
Oracle, JD Edwards, and PeopleSoft are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be
trademarks of their respective owners.
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CONTENTS
Preface Human Resources..............................................................................................................v

Typographical Conventions and Visual Cues .....................................................................v
Related Documentation and Resources ........................................................................... viii
Lesson 1 Course Overview ...............................................................................................................1
Lesson 2 Business Process Overview ...............................................................................................3
Lesson 3 Setting Up Core Foundation Tables Related to Installation Settings

and Companies ..................................................................................................................5
Activity 1: Creating a Company ......................................................................................6
Lesson 4 Setting Up Core Foundation Tables Related to Business Units and

TableSet Sharing .............................................................................................................17
Activity 2: Defining SetIDs, Business Units, and TableSet Sharing .............................18
Activity 3: Establishing User and Business Unit Defaults ............................................23
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Lesson 5 Setting Up Core Foundation Tables Related to Establishments, Locations, and
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Departments.....................................................................................................................27
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Activity 4: Defining Establishment and Location Codes ..............................................28
Activity 5: Setting Up Departments...............................................................................41
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Lesson 6
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Setting Up Core Foundation Tables Related to Compensation ..................................45
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Activity 6: Creating Compensation Rate Codes ............................................................46
Activity 7: Setting Up a Salary Plan..............................................................................50
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Lesson 7
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(JPN) Setting Up Core Foundation Tables Related to Japanese Compensation .......55
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Activity 8: Creating Compensation Rate Codes in Japan ..............................................56
Activity 9: Creating a Rules-Driven Compensation Package for a Japanese Location .59
r a Activity 10: Setting Up a Japanese Salary Plan ..........................................................62
Lesson 8O Setting Up Core Foundation Tables Related to Jobs and Pay Groups.......................71
Activity 11: Setting Up Job Codes ..............................................................................72
Activity 12: Defining a Pay Group..............................................................................76
PeopleSoft Proprietary and Confidential iii

Human Resources Contents
Lesson 9 Administering Security ...................................................................................................79

Activity 13: Defining Data Permission by Department Trees.....................................80
Activity 14: Refreshing Security Join Tables..............................................................84
Lesson 10 Adding People in the PeopleSoft System .......................................................................87

Activity 15: Adding People with Employment Instances ...........................................88
Activity 16: Adding Job Instances for Unique Situations .........................................120
Lesson 11 Maintaining Person and Job Data ...............................................................................141

Activity 17: Analyzing Action and Row Types ........................................................142
Activity 18: Analyzing Row Maintenance Needs .....................................................143
Activity 19: Updating Person and Job Data Information ..........................................145
Activity 20: Modifying Job Data for your Workers ..................................................166
Lesson 12 (JPN) Managing Organization Change and Worker Transfers ...............................179

Activity 21: Creating an Organization Plan and Viewing Department Headcount...180
Activity 22: Transferring Entry by Departments and Trees ......................................183
Activity 23:
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Defining Tamatsuki ...............................................................................188
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Lesson 13
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Tracking Additional Human Resources Business Process Data ...............................191
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Course Review ...............................................................................................................193
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iv PeopleSoft Proprietary and Confidential

Preface
Human Resources
Typographical Conventions and Visual Cues

This section discusses:
• Typographical conventions.
• Visual cues.
• Country, region, and industry identifiers.
• Currency codes.
Typographical Conventions
This table contains the typographical conventions that are used in this guide:
Typographical Convention
Bold
Description
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Indicates PeopleCode function names, method names, language
literally in the function call.

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constructs, and PeopleCode reserved words that must be included
Italics
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Indicates field values, emphasis, and PeopleSoft or other book-
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length publication titles. In PeopleCode syntax, italic items are
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placeholders for arguments that your program must supply.
We also use italics when we refer to words as words or letters as
KEY+KEY O
letters, as in the following: Enter the letter O.
Indicates a key combination action. For example, a plus sign (+)
l & between keys means that you must hold down the first key while
you press the second key. For ALT+W, hold down the ALT key
n a while you press the W key.

Monospace font
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“ ” (quotation marks)
r Indicates a PeopleCode program or other code example.
Indicate lesson and chapter titles in cross-references and words that
I n are used differently from their intended meanings.
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. . . (ellipses) Indicate that the preceding item or series can be repeated any
number of times in PeopleCode syntax.
r a { } (curly braces) Indicate a choice between two options in PeopleCode syntax.

Options are separated by a pipe ( | ).
O [ ] (square brackets) Indicate optional items in PeopleCode syntax.
PeopleSoft Proprietary and Confidential v

Human Resources Preface
Typographical Convention Description

& (ampersand) When placed before a parameter in PeopleCode syntax, an
ampersand indicates that the parameter is an already instantiated
object.
Ampersands also precede all PeopleCode variables.
Visual Cues
Training courses contain the following visual cues.
Notes
Notes indicate information that you should pay particular attention to as you work with
the PeopleSoft system.
Note. Example of a note.
If the note is preceded by Important!, the note is crucial and includes information that
concerns what you must do for the system to function properly.
Important! Example of an important note.
Warnings
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Warnings indicate crucial configuration considerations. Pay close attention to warning
messages.
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Warning! Example of a warning.
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Cross-References
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Training guides provide cross-references either under the heading “See Also” or on a
separate line preceded by the word See. Cross-references lead to other documents, such
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as PeopleBooks, that are pertinent to the immediately preceding documentation.
Example:
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Example of cross-reference to a PeopleBook
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Country, Region, and Industry Identifiers
r a Information that applies only to a specific country or region is preceded by a standard

identifier in parentheses. This identifier typically appears at the beginning of a section
O heading, but it may also appear at the beginning of a note or other text.
Example of a country-specific heading: “(FRA) Adding a Person”
Example of a region-specific heading: “(Latin America) Setting Up Depreciation”
vi PeopleSoft Proprietary and Confidential

Preface Human Resources
Country Identifiers
Countries are identified with the International Organization for Standardization (ISO)
country code. The following country identifiers appear in this guide:
• AUS (Australia)
• BRA (Brazil)
• CAN (Canada)
• CHE (Switzerland)
• DEU (Germany)
• FRA (France)
• GBR (Great Britain)
• IND (India)
• ITA (Italy)
• JPN (Japan)
• MEX (Mexico)
• MYS (Malaysia)
• NLD (Netherlands)
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• NZL (New Zealand)
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•
•
SGP (Singapore)
USA (United States)

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Region Identifiers
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Regions are identified by the region name. The North America region identifiers appear
in this guide.
Industry Identifiers
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Industries are identified by the industry name or by an abbreviation for that industry. The
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following industry identifiers appear in this guide:
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•
I nUSF (U.S. Federal)
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• E&G (Education and Government)
Currency Codes
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O Monetary amounts are identified by the ISO currency code. The following currency
codes appear in this guide:
• CAD (Canadian dollar)
PeopleSoft Proprietary and Confidential vii

Human Resources Preface
• EUR (Euro)
• JPY (Japanese yen)
• USD (U.S. dollar)
Related Documentation and Resources

PeopleSoft applications are documented in PeopleBooks, which are delivered on the
PeopleBooks CD-ROM. You can also order printed, bound versions of PeopleBooks
through the Documentation section of the PeopleSoft Customer Connection website. You
can find updates and additional documentation for each release on the PeopleSoft
Customer Connection website.
See PeopleSoft Customer Connection, http://www.peoplesoft.com/corp/en/login.jsp.
The following resources are located on the PeopleSoft Customer Connection website:
Resource Navigation
Application maintenance information Updates + Fixes
Business process diagrams Support, Documentation, Business Process Maps
Hardware and software requirements Implement, Optimize + Upgrade, Implementation
Guide, Implementation Documentation and
Software, Hardware and Software Requirements
Installation guides
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Implement, Optimize + Upgrade, Implementation
Guide, Implementation Documentation and
Software, Installation Guides and Notes
Interactive Services Repository
PeopleBook documentation updates
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Interactive Services Repository
Support, Documentation, Documentation Updates
PeopleSoft support policy
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Support, Support Policy
Product release roadmap
Release notes
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Support, Roadmaps + Schedules
Implement, Optimize + Upgrade, Upgrade Guide,
O Upgrade Documentation and Software, Release

Notes
Troubleshooting information
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Upgrade documentation Implement, Optimize + Upgrade, Upgrade Guide
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Note. For data models, please contact the Global Support Center.
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viii PeopleSoft Proprietary and Confidential

Lesson 1
Course Overview
This lesson has no activities.
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PeopleSoft Proprietary and Confidential 1

Course Overview Lesson 1
Notes
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Lesson 2
Business Process Overview

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Business Process Overview Lesson 2
Notes
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Lesson 3
Setting Up Core Foundation

Tables Related to Installation
Settings and Companies
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Setting Up Core Foundation Tables Related to Installation Settings and Companies Lesson 3
Activity 1: Creating a Company

In this activity, you will create a company in one of these countries:
• France.
• Japan.
• United States.
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Lesson 3 Setting Up Core Foundation Tables Related to Installation Settings and Companies
(FRA) Creating a Company

In this activity, you will review the activity overview and:
• Create a French company.
• Enter phone information.
• Define the FTE decimal amount.
Activity Overview
In 2004, your organization acquired a new company, Computer Testing Research, which
has locations around the world.
In preparation for adding people to the system and maintaining job records, it is your job
to set up the PeopleSoft Human Resources tables. These tables are the foundation of your
organization’s Human Resources system.
Your first task is to add the new company, Computer Testing Research (C<student id>),
effective January 1, 2004. Accept the company default setID value, but use the
appropriate country code FRA.
You will not indicate an address at this time, but will later associate a location with this
company. The business telephone number for this new company is 33-1-45645678.
You will also indicate an FTE and paid FTE decimal precision amounts of 2.
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Important! You are completing this course in a shared database; therefore, your
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instructor will assign you a two-digit student identifier number to be used throughout this
course. Whenever you see <student id>, you should use your student identifier to ensure
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that you are entering unique data. Do not work on any activities in your activity guide
unless told to do so by your instructor.
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Note. Use PS for the user name and password in this activity.
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Activity Detailed Steps
Perform the detailed steps to complete the activity.
Creating a French Company

To create a new company code:
1. Select Set Up HRMS, Foundation Tables, Organization, Company.
2. Click Add a New Value.
3. Enter C<student id> as the company code, and click Add.
4. Enter the following information:
Page Element Value or Status

Effective Date January 1, 2004
Status Active
Description Computer Testing Research
Short Descr (short description) C<student id>
Country FRA
Entering Phone Information n l y

To enter phone information:
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1. Access the Phones page, and enter the following information:
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Page Element
Phone Type
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Value or Status
Business
Telephone
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Defining the FTE Decimal Amount
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To define the FTE decimal amount:
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1. Access the Rules Definition page, and enter the following information:
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Effective Date
Value or Status
January 1, 2004
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O FTE Decimal Precision 2

2. Expand the France flag section on the Rules Definition page, and enter 2 in the PAID
FTE Decimal Precision field.
3. Save.
This concludes the activity. Please do not continue.
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(JPN) Creating a Company

• Create a Japanese company.
• Add an alternate character description and representative information.
Activity Overview
appropriate country code.
You will not indicate an address at this time, but will later associate a location with this
company. The main telephone number for this company is 03-5432-7800, company code
081.
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Enter Kabushiki Gaisha Kyarotto Sofuto for the alternate character description. Also
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effective January 1, 2004, enter the CEO, Tadashi Niwa as the representative.
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Creating a Japanese Company


Status Active
Country JPN
Adding an Alternate Character Description and Representative Information n l y

To add an alternate character description:
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Gaisha Kyarotto Sofuto in the AC Company Description field.
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1. Click the AC Descr Button icon after the Description field, and enter Kabushiki
2. Click OK.
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3. To add representative information, expand the JPN flag section on the Company
Location page, and enter the following information:
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Page Element
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Representative Title CEO
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Representative Name Tadashi Niwa
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Entering Phone Information


Phone Type Main
Telephone 03-5432-7800
Country Code 081
2. Save:
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(USA) Creating a Company

• Create a United States company.
• Enter an FEIN for a company.
• Define the FTE decimal amount.
Activity Overview
appropriate country code.
location with this company. The business telephone number for this new company is
415/555-1234. n y
The FEIN is 12345. You will not indicate an address at this time, but will later associate a
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You will also indicate an FTE decimal precision amount of 2.
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Creating a United States Company


Status Active
Country USA
Entering an FEIN for a Company n l y

To enter an FEIN:
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1. Access the Default Settings page.
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Employer ID Number field.
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2. Expand the USA flag section on the Default Settings page, and enter 12345 in the
Entering Phone Information O

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Page Element r Value or Status
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Phone Type
Telephone
Business
415/555-1234
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Defining the FTE Decimal Amount

To define the FTE decimal amount:
1. Access the Rules Definition page, and enter the following information:

Status Active
FTE Decimal Precision 2
2. Save.
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Notes
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Lesson 4

Tables Related to Business Units
and TableSet Sharing
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Setting Up Core Foundation Tables Related to Business Units and TableSet Sharing Lesson 4
Activity 2: Defining SetIDs, Business Units, and TableSet Sharing

1. Establish setIDs.
2. Create business units.
3. Administer tableset sharing.
Slide 66 _______________________________________________________________________________________________________
Activity Overview
You need to enter setIDs and business units for the Computer Testing Research
organization. These values will be used throughout the implementation process.
The organization has determined that they will start by setting up two business units:
Business Unit A (BUA<student id>) and Business Unit B (BUB<student id>). You will
use the following setIDs in your implementation:
Setting Up SetIDs For: SetID

Business Unit A (default setID)
Business Unit B (default setID)
SBA<student id>
SBB<student id>
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Shared data
Shared data
SHARE
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The third and fourth setIDs, SHARE and JGENL, have already been created.
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Once you have established your setIDs and created your business units, you will need to
adjust your business unit record groups for greater effectiveness. The default setIDs that
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you associate with your business units should assign the appropriate setID to the HR
record groups. However, you will need to redirect the following record groups, for both
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business units, to point to tablesets with a different setID:
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Record Group
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HR_02 Job Code
HR_16 Supervisor LVL
SHARE
JGENL
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O environment. Therefore, everyone is completing this course in a shared database; any

changes that you make could affect the entire class. Please do not make any changes in
the database unless instructed to do so in an activity or by the instructor.

Lesson 4 Setting Up Core Foundation Tables Related to Business Units and TableSet Sharing

Establishing SetIDs
To establish setIDs:
• Establish the first SetID, SBA<student id>.
• Establish the second SetID, SBB<student id>.
Establishing the First SetID, SBA<student id>.

To establish the first SetID:
1. Select PeopleTools, Utilities, Administration, TableSet IDs.
2. Click Add a New Value
3. Enter SBA<student id>, and click Add.

Description
Short Description
SetID for Business Unit A
SBA<student id>
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5. Save.
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Establishing the Second SetID, SBB<student id>
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To establish the second SetID:
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1. Click Add at the bottom of the page.
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2. Enter the new value SBB<student id>, and click Add.
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Description SetID for Business Unit B
c l e Short Description SBB<student id>
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Creating Business Units
To create business units:
• Create the first business unit, BUA<student id>.
• Create the second business unit, BUB<student id>.
Creating the First Business Unit, BUA<student id>

To create the first business unit:
1. Select Set Up HRMS, Foundation Tables, Organization, Business Unit.
3. Enter BUA<student id>, and click Add.

Status Active
Description Business Unit A
Short Description BUA<student id>
SetID SBA<student id>
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5. Save.
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Creating the Second Business Unit, BUB<student id>
To create the second business unit:
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2. Enter the business unit value BUB<student id>, and click Add.
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Page Element
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Status
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Description
Short Description
Business Unit B
BUB<student id>
c l e SetID SBB<student id>
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Administering TableSet Sharing
To administer tableset sharing:
• Administer tableset sharing for the first set control value.
• Administer tableset sharing for the second set control value.
Administering TableSet Sharing for the First Set Control Value

1. Select PeopleTools, Utilities, Administration, TableSet Control.
2. Enter BUA<student id> in the Set Control Value field, and click Search.
3. In the Record Group Control scroll header, click the View All link and scroll down to
HR_01.
4. Validate or enter the following information, accepting the default values for all other
fields that are not listed here:

HR_01 Departments SBA<student id>
HR_02 Job Codes SHARE
HR_03 Locations SBA<student id>
HR_04 Job Tasks
HR_05 Plan Salaries
SBA<student id>
SBA<student id>
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HR_06 BU Defaults SBA<student id>
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HR_16 Supervisor LVL (level) JGENL
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5. Save.
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Administering TableSet Sharing for the Second Set Control Value
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1. Click Return to Search at the bottom of the page.
2. Enter BUB<student id> in the Set Control Value field, and click Search.
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3. In the Record Group Control scroll header, click the View All link and scroll down to
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fields that are not listed here:
O Page Element
HR_01 Departments
Value or Status
SBB<student id>
HR_02 Job Codes SHARE


HR_03 Locations SBB<student id>
HR_04 Job Tasks SBB<student id>
HR_05 Plan Salaries SBB<student id>
HR_06 BU Defaults SBB<student id>
HR_16 Supervisor LVL (level) JGENL
5. Save.
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Activity 3: Establishing User and Business Unit Defaults

• Set up user defaults.
• Establish business unit defaults.
Slide 72 _______________________________________________________________________________________________________
Activity Overview
You are now ready to update your user defaults. Update the HCPPALL permission list
defaults by entering information, such as a default business unit and any country specific
data that you want to use to set up your control table data.
Next, you will need to establish the defaults for each of your business units. You will
need to set up business unit defaults based upon the setID you assigned to the business
unit defaults record group (HR_06), on the TableSet Control component. This is how
your HR_06 BU Defaults Value row should be set up for your business units:
Business Unit (Set Control Value) HR_06 BU Defaults Value

BUA<student id>
BUB<student id>
SBA<student id>
SBB<student id>
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exact values that you will need to enter.
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Note. Some values in this activity depend on country. Your instructor will provide the
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Setting Up User Defaults
To set up user defaults:
1. Select Set Up HRMS, Foundation Tables, Organization, Org Defaults by Permission

Lst.
2. Enter the Primary Permission List value HCPPALL, and click Search.
3. On the Defaults page, enter the following information:

Alternate Character Enabled Selected
Business Unit BUA<student id>
Company C<student id>
Country <country code provided by the instructor>
Regulatory Region <regulatory region provided by the instructor>
To Currency
Currency Rate Type l y
<currency code provided by the instructor>
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4. Access the Settings page, and enter the following information:
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Page Element
Payroll System
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Value or Status
Other
Default Standard Hours
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Standard Work Period W
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Minimum Standard Hours 10
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Maximum Standard Hours 40
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5. Do not save the page. Please wait for further directions from your instructor.
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Establishing Business Unit Defaults
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• Define defaults for a business unit.
• Define defaults for a second business unit.

Defining Defaults for a Business Unit

To define defaults for a business unit:
1. Select Set Up HRMS, Foundation Tables, Organization, Business Unit Options

Defaults.
2. Enter SBA<student id> as the setID value, and click Search.

Country <country code provided by the instructor>
To Currency <currency code provided by the instructor>
Default Standard Hours 40
Work Period W
Minimum Standard Hours 10
Maximum Standard Hours 40
4. Save.
Defining Defaults for a Second Business Unit

To define defaults for a business unit:
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1. Click Return to Search at the bottom of the page.
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2. Enter SBB<student id> as the setID value, and click Search.
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Page Element A I
3. Validate or add values for a Business Unit in the following fields:
Value or Status
Company O C<student id>
Country
l& <country provided by your instructor>
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Default Standard Hours 40
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Work Period W
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Maximum Standard Hours
10
40
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Notes
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Lesson 5

Tables Related to Establishments,
Locations, and Departments
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Setting Up Core Foundation Tables Related to Establishments, Locations, and Departments Lesson 5
Activity 4: Defining Establishment and Location Codes

In this activity, you will set up an establishment and location for one of these countries:
• France.
• Japan.
• United States.
Slide 80 _______________________________________________________________________________________________________
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Lesson 5 Setting Up Core Foundation Tables Related to Establishments, Locations, and Departments
(FRA) Setting Up an Establishment and Location

1. Set up a French establishment code.
2. Set up a French location code.
3. Associate a location code with a company.
Activity Overview
Computer Testing Research needs to set up establishment and location codes. Enter the
following information:
• Add the following establishment:
Western Region establishment (EST<student id>)

1, rue des Tulipes, Paris, 75000
01.55.55.55.55
• Add the following location:
Headquarters (L1<student id>)

125 rue Sebastien Mercier, Paris, France 75015
• After you complete this task, associate your headquarters location code with
company C<student id> in the Company table.
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Setting Up an French Establishment Code

To setup an establishment code:
1. Select Set Up HRMS, Foundation Tables, Organization, Establishment.
3. Enter EST<student id>, and click Add.
4. On the Establishment Address page, enter the following information:

Status Active
Description Western Region
Short Description EST<student id>
Headquarters Unit Cleared
Reg Region FRA
Company
Country
C<student id>
FRA
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5. Click the Edit Address link, and enter the following information:
U s
Page Element
Address 1
A I Value or Status
1, rue des Tulipes
Postal
O 75000
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City Paris
Department
n a 75 (Paris)
t e r
In
6. Click OK.
7. Access the Phone Numbers page, and enter the following:
c l e Page Element Value or Status
r a Phone Type Main
O Phone 01.55.55.55.55
8. Save.

Setting Up a French Location Code

To set up a location code:
1. Select Set Up HRMS, Foundation Tables, Organization, Location.

Location Code L1<student id>
4. Click Add.

Status Active
Description Headquarters
Short Desc L1<student id>
Building
Floor #
Blank
Blank
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Language Code French
e O
Country FRA
U s
A I
Page Element O Value or Status

Address 1
l& 125 rue Sebastien Mercier
na
Postal 75015
City
e r Paris
nt
Department 75 (Paris)
e I
a cl 7. Click OK.
O r 8. Save.

Associating a Location Code with a Company

To associate a location code with a company:
2. Enter company C<student id>, select the Correct History check box, and click
Search.
3. Enter the following information.

Location SetID SBA<student id>
Location L1<student id>
4. Save.
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(JPN) Setting Up an Establishment and Location

1. Set up a Japanese establishment code.
2. Set up Japanese location code.
Activity Overview
Headquarters establishment (EST<student id>)

3-5 Hatagaya 1-chome, Shibuya-ku, Tokyo-to 151-0072

151-0072, Tokyo, Shibuya-ku, 3-5 Hatagaya 1-chome
• After you complete this task, associate your headquarters location code with
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Setting Up a Japanese Establishment Code


Status Active
Description Headquarters
Headquarters Unit Selected
Reg Region JPN
Company
Country
C<student id>
JPN
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Honsha in the AC Establishment Description field.
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5. Click the Alt Char Descr Pushbutton icon after the Description field and enter
6. Click OK.
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7. Click the Edit Address link, and enter 151-0072 in the Postal field.
l
8. Click the Address Search link.
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Prefecture
City
13 (Tokyo-to)
Shibuya-ku
cl e Address 1 3-5 Hatagaya 1-chome
r a
O 10. Click OK.

11. Click the Alt Char Address Pushbutton icon after the Address field and enter the

AC City Shibuya-ku
AC Address 1 Hatagaya 1-3-5
12. Click OK.
13. Access the Phone Numbers page, and enter the following:

Phone Type Main
Phone 03-5432-7800
14. Save.
Setting Up a Japanese Location Code


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Page Element
SetID
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Value or Status
SBA<student id>
Location Code
A I L1<student id>
O
4. Click Add.
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Page Element
r Value or Status
n
e I Status Active
c l Description Headquarters
r a Short Desc
Building
L1<student id>
Blank
O Floor #
Language Code
Blank
Japanese
Country JPN

6. Click the Alt Char Descr Pushbutton icon after the Description field and enter
Honsha in the AC Location Description field.
7. Click OK.
8. Click the Edit Address link, and enter 151-0072 in the Postal field.
9. Click the Address Search link.

Prefecture 13 (Tokyo-to)
City Shibuya-ku
Address 1 3-5 Hatagaya 1-chome
11. Click OK.
12. Save.


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Page Element
A I Value or Status
Location SetID
Location O SBA<student id>
L1<student id>
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4. Click the Alt Char Address Pushbutton icon after the Address field and enter the
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Page Element
AC City
Value or Status
Shibuya-ku
c l AC Address 1 Hatagaya 1-3-5
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O 5. Click OK.
6. Save.

(USA) Setting Up an Establishment and Location

1. Set up a U.S. establishment code.
2. Set up a U.S. location code.
Activity Overview
Western Region establishment (EST<student id>)

801 Market Street, San Francisco, CA 94133
415/555-0001
The controlling establishment ID is KU001. You also need to specify that for EEO-1
there will be a minimum of 100 employees.

450 Market Street, Suite #450, San Francisco, CA 94133
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After you complete this task, associate your headquarters location code with
e
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Setting Up a U.S. Establishment Code


Status Active
Description Western Region
Headquarters Unit Cleared
Reg Region USA
Company
Country
C<student id>
USA
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U s
Page Element
Address 1
A I Value or Status
801 Market Street
City
O San Francisco
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State CA
Postal
n a 94133
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In
6. Click OK.
7. Expand the USA flag section, and enter the following information:
r a Section B
O Controlling Establishment ID
Section C
KU001
EEO-1 Minimum 100 Employees Selected

8. Access the Phone Numbers page, and enter the following information:

Phone Type Business
Phone 415/555-0001
9. Save.
Setting Up a U. S. Location Code


Location Code L1<student id>
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4. Click Add.
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Page Element
U s
Value or Status
Effective Date
A I January 1, 2004
Status
Description O Active
Headquarters
Short Desc
l& L1<student id>
na
Building Blank
Floor #
t
Language Code
e r Blank
English
I nCountry USA
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O Page Element
Address 1
Value or Status
450 Market Street
Address 2 Suite #450


City San Francisco
State CA
Postal 94133
7. Click OK.
8. Access the Location Profile page, expand the USA flag section, and enter
EST<student id> in the Establishment ID field.
9. Save.

Search.
Page Element
Location SetID
Value or Status
SBA<student id>
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4. Save.
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Activity 5: Setting Up Departments

In this activity, you will review the activity overview and set up departments.
Slide 82 _______________________________________________________________________________________________________
Activity Overview
Computer Testing Research will have various departments. Your job is to create the sales
(50200) and customer services (50300) departments for business unit A effective January
1, 2004. Since only business unit A workers should be assigned to these departments,
create the departments under the appropriate setID.
Company Computer Testing Research should be associated with these departments, as

well as the headquarters location (L1<student id>). Each should have a department level
budget. For now associate manager ID KU0004 with the sales department and manager
ID KU0003 with the customer service department.
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Setting Up Departments
To set up departments:
• Set up a Sales department.
• Set up a Customers Services department.
Set Up a Sales Department

To set up a Sales department:
1. Select Set Up HRMS, Foundation Tables, Organization, Departments.

Department ID 50200
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4. Click Add.
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Page Element
Effective Date
A I Value or Status
January 1, 2004
Status
O Active
Description
Short Desc
a l& Bus. Unit A Sales
BU A Sales
Location SetID
r n SBA<student id>
t
Location
n e L1<student id>
e I Company
Manager Type
C<student id>
EmplID
cl Manager ID KU0004
O ra Budget Level Department
6. Save.

Set Up a Customer Service Department

To set up a Customer Service department:

Department ID 50300
3. Click Add.

Status Active
Description Bus. Unit A Customer Service
Short Desc BU A CS
Location
Company
L1<student id>
C<student id>
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Manager Type
Manager ID
EmplID
KU0003
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Budget Level
s
Department
U
A I
5. Save.
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Notes
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Lesson 6

Tables Related to Compensation
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Setting Up Core Foundation Tables Related to Compensation Lesson 6
Activity 6: Creating Compensation Rate Codes

In this activity, you will review the activity overview and create compensation rate codes.
Slide 92 _______________________________________________________________________________________________________
Activity Overview
Computer Testing Research needs to establish several rate codes, which will be used to
define base salary for its workers. Use the appropriate currency code based upon the
country you are setting up (use the currency code provided by your instructor).
You need to set up the following rate codes:
• An hourly rate code (H<student id>).
• A flat monthly pay rate code (FM<student id>).
• A 2 percent-based cost of living rate code (2COL<student id>) for workers who
should have a cost of living adjustment.
You have decided not to default any amounts at this time.

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Lesson 6 Setting Up Core Foundation Tables Related to Compensation

Creating Compensation Rate Codes
To create compensation rate codes:
• Create an hourly-based rate code.
• Create a flat amount-based rate code.
• Create a percentage-based rate code.
Creating an Hourly Based Rate Code

To create an hourly based rate code:
1. Select Set Up HRMS, Foundation Tables, Compensation Rules, Comp Rate Code
Table.
3. Enter H<student id>, and click Add.

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Status
Description
Active
U s
Hourly Base Pay
Short Description
Base Pay
A I Hrly Pay<student id>
Selected
Rate Code Type
O Hourly Rate
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Rate Code Class Blank
Calculated By
n a None
Compensation Rate
Currency
t e r 0.00
<currency code provided by your instructor>
I n
Frequency H
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r a 5. Save.

Creating a Flat Amount-Based Rate Code

To create a flat amount-based rate code
1. Click Add at the bottom of the Comp Rate Code Table page.
2. Enter FM<student id>, and click Add.

Status Active
Description Flat Monthly Pay
Short Description FltMthly<student id>
Base Pay Selected
Rate Code Type Flat Amount
Rate Code Class Blank
Calculated By None
Compensation Rate 0.00
Currency <currency code provided by your instructor>
Frequency M
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4. Save.
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Creating a Percentage-Based Rate Code
To create a percentage pay rate code:
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1. Click Add at the bottom of the Comp Rate Code Table page.
O
2. Enter 2COL<student id>, and click Add.
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Page Element
n a Value or Status
Effective Date
Status
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Active
I n
Description 2% Cost of Living Adjustment
c l e Short Description
Base Pay
2COL<student id>
Selected
r a Rate Code Type Percent
O Rate Code Class

Calculated By
Blank
None
Comp Percent 2


Frequency Blank
4. Save.
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Activity 7: Setting Up a Salary Plan

In this activity, you will review the activity overview, and:
1. Set up a salary plan.
2. Set up a salary grade with steps.
3. Set up a salary grade without steps.
Slide 99 _______________________________________________________________________________________________________
Activity Overview
In this activity, you will set up a salary plan for Computer Testing Research. The salary
plan you will create will be Business Unit A Salary Plan (BASP) defined under the setID
SBA<student id> and will be effective January 1, 2004. This salary plan is based on a 40
hour per week work period. Accept the frequency defaults of hourly, daily, and monthly.
The instructor will provide the currency code.
You will create two grades for this salary plan: grade 001 and grade 002.
add three steps for this grade with the following information:
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The first grade annual range amounts will be between 31,200 and 47,840. You will also
Step
1
Rate Code
H<student id>
e O
Comp Rate
15.00 per hour
2 H<student id>
U s 16.00 per hour

3 H<student id>
A I 17.00 per hour
O
The second grade annual range amounts will be between 37,440 and 58,240. You will not
add steps for this grade.
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Setting Up a Salary Plan
To set up a salary plan:
1. Select Set Up HRMS, Product Related, Compensation, Base Compensation, Salary

Plan.

Salary Administration Plan BASP
4. Click Add.
5. On the Salary Plan Table page, enter the following information:
Page Element
Effective Date
Value or Status
January 1, 2004 n l y
Status Active
e O
Description
Short Description
U s
Business Unit A Salary Plan
BASP<student id>
Standard Hours
Work Period A I 40.00
W
Currency Code O <currency code provided by your instructor>
Default Salary Matrix Code`
l& Blank
na
Hourly
e r H
nt
Daily D
e I Monthly M
c l
r a 6. Save.

Setting Up a Salary Grade with Steps
To set up a salary grade with steps:

Grades.
2. Select Add a New Value.

Salary Grade 001
4. Click Add.
5. On the Salary Grade Table page, enter the following information:

Status Active
Description
Short Description
BU A Salary Plan Grade 001
001
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Additional Description Blank
e O
Job Profile ID
Salary Matrix Code
Blank
Blank
U s
Currency Code
Annual Minimum
A I <currency code provided by your instructor>
31,200
Annual Maximum
O 47,840
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n a
6. Access the Salary Step Components page, and enter the following information:
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e In
Increment Type
Step
Date Based
1
c l Step Description Step 1
O ra Currency
Rate Code
Seq
H<student id>
0
Comp Rate 15.00


Frequency H
7. Insert a row in the Salary Step scroll area, and enter the following information:

Step 2
Step Description Step 2
Rate Code H<student id>
Seq 0
Comp Rate 16.00
Frequency H
8. Insert a row in the Salary Step scroll area, and enter the following information:

Step
Step Description
3
Step 3
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Currency
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Seq 0
U s
Comp Rate
Currency
A I 17.00
Frequency
O H
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a
9. Save and click OK to any warning messages about grade advance you might receive.
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Setting Up a Salary Grade Without Steps
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To set up a salary grade without steps:
c l e
r a 2. Enter the following information:
O Page Element
SetID
Value or Status
SBA<student id>


Salary Grade 002
3. Click Add.

Status Active
Description BU A Salary Plan Grade 002
Short Description 002
Additional Description Blank
Job Profile ID Blank
Salary Matrix Code Blank
Currency Code <currency code provided by your instructor>
Annual Minimum 37,440
Annual Maximum 58,240
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5. Save and click OK to any warning messages about grade advance you might receive.
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Lesson 7
(JPN) Setting Up Core Foundation

Tables Related to Japanese
Compensation
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(JPN) Setting Up Core Foundation Tables Related to Japanese Compensation Lesson 7
Activity 8: Creating Compensation Rate Codes in Japan

• Create a flat amount capability pay rate code in Japan.
• Create a flat monthly-defined range rate code.
• Create a percentage-base rate code in Japan.
Slide 114 ______________________________________________________________________________________________________
Activity Overview
Computer Testing Research needs to establish several rate codes, which will be used to
define base salary for its workers. All rate codes will be used as base pay. Use the
appropriate currency (JPY). You need to set up the following rate codes:
• A flat amount-capability pay rate code (FC<student id>) associated with the
BASSAL rate code class.
• A flat monthly-defined range pay rate code (FM<student id>) associated with the
•
DFRPAY rate code class.
n
A 2 percent-based cost of living rate code (2COL<student id>) for workers who
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should have a cost of living adjustment.
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Lesson 7 (JPN) Setting Up Core Foundation Tables Related to Japanese Compensation

Creating a Flat Amount Capability Pay Rate Code in Japan
To create a flat amount capability pay rate code:
Table.
3. Enter FC<student id>, and click Add.

Status Active
Description Flat Amount Capability Pay
Short Description FC<student id>
Base Pay Selected
Rate Code Type
Rate Code Class
Flat Amount
BASSAL
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Calculated By None
e O
Compensation Rate
Currency
0.00
JPY
U s
Frequency
A I M
O
5. Save.
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Creating a Flat Monthly-Defined Range Rate Code
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To create a flat monthly-defined range rate code:
I n
1. At the bottom of the Comp Rate Code Table page, click Add.
cl e
2. Enter FM<student id>, and click Add.
O ra 3. Enter the following information:

Status Active


Description Flat Monthly-Defined Range Pay
Short Description FM<student id>
Base Pay Selected
Rate Code Type Flat Amount
Rate Code Class DFRPAY
Calculated By None
Compensation Rate 0.00
Currency JPY
Frequency M
4. Save.
Creating a Percentage-Based Rate Code
To create a percentage-based pay rate code:
1. At the bottom of the Comp Rate Code Table page, click Add.
2. Enter 2COL<student id>, and click Add.

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Page Element
Effective Date
Value or Status
January 1, 2004
e O
Status Active
U s
Description
Short Description
A I2 % Cost of Living Adjustment
2COL<student id>
Base Pay
O Selected
Rate Code Type
Rate Code Class
l & Percent
Blank
Calculated By
n a None
te
Comp Percent
r 2
I n
Frequency Blank
c l e
4. Save.
r a This concludes the activity. Please do not continue.

O

Activity 9: Creating a Rules-Driven Compensation Package for a

Japanese Location
In this activity, you will review the activity overview and create a rules-driven
compensation default for a Japanese location.
Slide 125 ______________________________________________________________________________________________________
Activity Overview
Workers that are assigned to location code L1<student id> should all receive a
compensation package that includes a cost-of-living rate code of 2 percent
(2COL<student id>). To do this, create a compensation default rule for workers
associated with this location to receive the cost-of-living rate code as part of their
compensation.

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Creating a Rules-Driven Compensation Default for a Japanese Location
To create a rules-driven compensation default:
1. Select Set Up HRMS, Foundation Tables, Compensation Rules, Rate Code

Defaulting Rules.
3. Enter 2%COL_L1<student id>, and click Add.
4. On the Definition page, enter the following information:

Status Active
Description 2% Cost of Living Adjustment for location 1
Short Description 2%COL_L1<student id>
Rate Code Source Combination Rule
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5. Access the Criteria page, and enter the following information:
e O
Page Element
Record JOB
U s
Value or Status
Field Name
Edit Table A ILOCATION
LOCATION_TBL
SQL Operator O Equals
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Page Element
r
6. Access the Values page, and enter the following information:
Value or Status
I n
Sequence 1
c l e SetID
Value
SBA<student id>
L1<student id>
r a
O

7. Access the Rate Codes page, and enter the following information:

Rate Code 2COL<student id>
Currency JPY
Freq Blank
Percent 2
8. Save.
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Activity 10: Setting Up a Japanese Salary Plan

1. Set up a salary plan for Japan.
2. Set up a salary grade with steps.
3. Set up salary grades without steps.
Slide 135 ______________________________________________________________________________________________________
Activity Overview
In this activity, you will set up a salary plan for Computer Testing Research. The salary
plan you will create will be Business Unit A Salary Plan (BASP) defined under the setID
SBA<student id> and will be effective January 1, 2004. This salary plan is based on a 40
hour per week work period. Accept the frequency defaults of hourly, daily, and monthly.
Use the appropriate currency code for the yen.
You will create three grades for this salary plan: grade 001, grade 002, and grade 003.
The first grade annual range amounts will be between 2,400,000 and 4,200,000 JPY. You
will also add three steps for this grade with the following information:
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Step
1
Rate Code
FC<student id>
e O
Comp Rate
200,000 per month
2 FC<student id>
U s 250,000 per month

3 FC<student id>
A I 300,000 per month
O
In order to be eligible for grade advance, the worker should be in this grade for a
l &
minimum of three years, but no more than 10. The minimum age of the worker should be
n
eligible for an increase. a
22. The worker will also need at least two reviews rating averaging a score of 80 to be
te r
The second grade annual range amounts will be between 3,300,000 and 5,500,000. You
will not add steps for this grade. In order to be eligible for grade advance, the worker
I n
should be in this grade for a minimum of three years, but no more than five. The
minimum age of the worker should be 25. The worker will also need at least two reviews
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rating averaging a score of 80 to be eligible for an increase.
r a The third grade annual range amounts will be between 4,700,000 and 6,800,000. You will
not add steps for this grade. In order to be eligible for grade advance, the worker should
O be in this grade for a minimum of three years. The minimum age of the worker should be
28. The worker will also need at least two reviews rating averaging a score of 80 to be
eligible for an increase.


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Setting Up a Salary Plan
To set up a salary plan:

Plan.

4. Click Add.
5. On the Salary Plan Table page, enter the following information:
Page Element
Effective Date
Value or Status
January 1, 2004 n l y
Status Active
e O
Description
Short Description
U s
Business Unit A Salary Plan
BASP <student id>
Standard Hours
Work Period A I40.00
W
Currency Code O JPY
Default Salary Matrix Code`
l& Blank
na
Hourly
e r H
nt
Daily D
e I Monthly M
c l
r a 6. Save.

Setting Up a Salary Grade with Steps
To set up a salary grade with steps:

Grades.

Salary Grade 001
4. Click Add.

Status Active
Description
Short Description
001
n l y
Additional Description Employee
e O
Job Profile ID
Salary Matrix Code
Blank
Blank
U s
Currency Code
Annual Minimum
A I JPY
2,400,000
Annual Maximum
O 4,200,000
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n a
6. Expand the Japanese flag section, and enter the following information:
te
Page Elementr Value or Status
e In
Salary Grade Explanation A person with enough knowledge to perform his
duty and the ability to complete his duty under
c l instructions of his supervisor of the department to

which the person belongs.
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7. Access the Salary Step Components page, and enter the following information:

Increment Type Date Based
Step 1
Currency JPY
Rate Code FC<student id>
Seq 0
Comp Rate 200,000
Currency JPY
Frequency M
8. In the Salary Step scroll area insert a row, and enter the following information:

Step 2
Currency JPY
Rate Code
Seq
FC<student id>
0
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Comp Rate
Currency
250,000
JPY
e O
Frequency M
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9. In the Salary Step scroll area insert a row, and enter the following information:
l&
Step
n a 3
Step Description
Currency
t e r Step 3
JPY
I Seq
n
0
cl e Comp Rate 300,000
ra
Currency JPY
Frequency M

10. Access the Grade Advance Criteria page, and enter the following information:

Required Yrs in Current Grade 3
Max Yrs in Current Grade 10
Minimum Age 22
Number of Reviews 2
Required Eligibility Points 80
11. Save.
Setting Up Salary Grades Without Steps
To set up a salary grades without steps:
• Set up a salary grade without steps.
• Set up a second salary grade without steps.
Setting Up a Salary Grade Without Steps

To set up a salary grade without steps:

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Page Element
SetID
U s
Value or Status
SBA<student id>
Salary Administration Plan
A I BASP
O
Salary Grade 002
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3. Click Add.
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I nPage Element
Effective Date
Value or Status
January 1, 2004
cl e Status Active
r a Description
Short Description
002
O Additional Description
Job Profile ID
Counselor
Blank


Currency Code JPY
Annual Minimum 3,300,000
Annual Maximum 5,500,000

Salary Grade Explanation A person with practical knowledge and experience
required for performing tasks and with ability to
make an appropriate judgment and execute tasks
whenever it’s necessary under limited instruction
of his supervisor.

Required Yrs in Current Grade 3
Max Yrs in Current Grade 5
Minimum Age
Number of Reviews
25
2
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7. Save.
U s
Setting Up a Second Salary Grade Without Steps A I
To set up a salary grade without steps: O
l &
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SetID
SBA<student id>
BASP
c l Salary Grade 003
r a
O 3. Click Add.


Status Active
Description BU A Salary Plan Grade 003
Short Description 003
Additional Description Senior Counselor
Job Profile ID Blank
Currency Code JPY
Annual Minimum 4,700,000
Annual Maximum 6,800,000

Salary Grade Explanation A person with technical knowledge, experience
and skills who offers help and advise to his
department and related departments and has an
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ability to process complicated and difficult tasks
with his own judgment.
n
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Page Element
Required Yrs in Current Grade
A I Value or Status
3
Max Yrs in Current Grade
O
Minimum Age
Number of Reviews
l & 28
2
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7. Save.
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Notes
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Lesson 8

Tables Related to Jobs and Pay
Groups
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Setting Up Core Foundation Tables Related to Jobs and Pay Groups Lesson 8
Activity 11: Setting Up Job Codes

In this activity, you will review the activity overview and set up job codes.
Slide 146 ______________________________________________________________________________________________________
Activity Overview
In this activity, you will set up several job codes for Computer Testing Research.
You need to add a Customer Service Representative (CSRP<student id>), Sales Support
(SSUP<student id>), and Manager (MGR<student id>) job code under the setID SHARE.
All these jobs are based on a 40-hour per week work period and a monthly compensation
frequency. They are all regular positions.
You will also want to set up salary default information for these jobs according to the
table below:
Job Manager Level Salary Information Comp Amount

Customer Service Other This job should be
Representative associated with the
y
BASP salary plan, grade
Sales Support Other

001, step 1.
This job should be
n l
associated with the
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BASP salary plan, grade
Manager 1st line manager

002
U s
This job should be
A Iassociated with the flat

monthly rate code
(FM<student id>) in the
O amount provided by
l & your instructor.
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Lesson 8 Setting Up Core Foundation Tables Related to Jobs and Pay Groups

• Create a customer service representative job.
• Create a sales support job.
• Create a manager job.
Creating a Customer Service Representative Job
To create a customer service representative job:
1. Select Set Up HRMS, Foundation Tables, Job Attributes, Job Code Table.

SetID SHARE
Job Code CSRP<student id>
4. Click Add:
n l y
5. On the Job Code Profile page, enter the following information.
e O
Page Element
s
Value or Status
U
Effective Date
Status
A I January 1, 2004
Active
Job Title
O Customer Service Rep
Short Job Title
Manager Level
l & CS Rep<student id>
Other
Standard Hours
n a 40.00
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Standard Work Period
Comp Freq (compensation frequency)
W
M
I nRegular/Temporary Regular
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O Page Element
Salary SetID
Value or Status
SBA<student id>
Sal Plan/Grade/Step BASP / 001 / 1

7. Save.
Creating a Sales Support Job
To create a sales support job:

SetID SHARE
Job Code SSUP<student ID>
3. Click Add.
4. On the Job Code Profile page, enter the following information.

Status Active
Job Title Sales Support
n l y
Short Job Title
Manager Level Other
e O
SalesSup<student id>
Standard Hours
40.00
W
U s
Comp Freq
Regular/Temporary A I M
Regular
O
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a
5. Access the Default Compensation page, and enter the following information:
n
Page Element
Salary SetID
te r Value or Status
SBA<student id>
I n
Sal Plan/Grade/Step BASP / 002
c l e
r a 6. Save.

Creating a Manager Job
To create a manager job:

SetID SHARE
Job Code MGR<student id>
3. Click Add.
4. On the Job Code Profile page, enter the following information:

Status Active
Job Title Manager
Short Job Title MGR<student id>
Manager Level 1st Ln Mgr
Standard Hours
40.00
W
n l y
Comp Freq M
e O
Regular/Temporary Regular
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5. Access the Default Compensation page, and enter the following:

Rate Code
l& FM<student id>
na
Comp Rate <comp rate provided by the instructor>
Currency
e r <currency code provided by the instructor>
nt
Frequency M
e I
a cl 6. Save.
O r This concludes the activity. Please do not continue.

Activity 12: Defining a Pay Group

1. Define a pay group.
2. Associate a pay group with a company.
Slide 152 ______________________________________________________________________________________________________
Activity Overview
In this activity, you will define a payroll interface biweekly pay group (BWK) for
Computer Research Testing, which is effective January 1, 2004. You will need the
following information to complete the pay group setup:
• This group contains salaried, hourly and exception hourly workers
• The default employee type is salaried.
• For the frequencies, pay is B, daily is D, and monthly is M.
•
The earnings program is B01.
The holiday schedule is EC2.

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• The default benefits program is B01.
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s
After setting up the pay group, associate the pay group with company C<student id>.
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Defining a Pay Group
To define a pay group:
1. Select Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Group Table.

Pay Group BWK
4. Click Add.
Page Element
Effective Date
Value or Status
January 1, 2004
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Status
SetID
Active
BWK
e O
Retiree Pay Group Cleared
U s
I
Description Biweekly Pay Group
PI Configuration
Short Description
O A Blank
Biwkly
Country
Currency
l & <country code provided by the instructor>
<currency code provided by the instructor>
n
Employee Type Default
a Salaried
Pay
Daily
te r B
D
I nMonthly M
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r a 6. Access the Process Control page, and enter the following information in the
O Employee Types(s) for Pay Groups scroll area:

Employee Type Excep Hrly

7. Insert a row in the Employee Types(s) for Pay Groups scroll area, and enter the
Employee Type Hourly
8. Insert a row in the Employee Types(s) for Pay Groups scroll area, and enter the
Employee Type Salaried
9. Access the Calc Parameters page, and enter the following information:

Earning Program ID B01
Holiday Schedule EC2
Default Benefit Program B01
10. Save.
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Associating a Pay Group with a Company
e O
To associate a pay group with a company:
U s
A I
2. Enter C<student id> for the company code, select the Correct History check box, and
click Search.
O
&
3. Access the Default Settings page, and enter the following information:
l
Page Element
a Value or Status
Pay Group
t e rn BWK
e In
4. Save.
c l This concludes the activity. Please do not continue.
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Lesson 9
Administering Security
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Administering Security Lesson 9
Activity 13: Defining Data Permission by Department Trees

1. Create a department security tree.
2. Grant department by security tree access.
Slide 178 ______________________________________________________________________________________________________
Activity Overview
Even though you can add people and workers into the PeopleSoft system, this does not
mean that you necessarily have security access to view or retrieve a person’s information.
In this activity, you will create a new department security tree so that you can view the
workers that you assign to your new departments.
In the security tree, you will need to add two levels, Corporate and Division. At the
parent or corporate level you will create a new department, Office of the President
(50100). Next, add the departments 50200 and 50300 to the second level.

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Lesson 9 Administering Security

Creating a Department Security Tree
To create a department security tree:
• Create a tree definition for a security tree.
• Create a department through the department tree.
• Enter existing departments on the department tree.
Creating a Tree Definition for a Security Tree

To define the tree structure and definitions:
1. Select Tree Manager, Tree Manager.
2. Click Create New Tree.
3. Enter DEPT_SECURITY in the Tree Name field, and click Add.
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Tree Name DEPT_SECURITY
Structure ID DEPARTMENT
Effective Date
s
January 1, 2004 e
Status
Description
I U
Active
HR Security Tree
Category
Use of Levels O A HR
Strictly Enforced
SetID
a l& SBA<student id>
r n
t
5. Click OK.
e
e In
6. Click the Add Level button.
c l 7. Enter the following information:
O ra Page Element
Level Name
All Values
Value or Status
CORPORATE
Selected

8. Click Save.

Status Active
Description Corporate
Short Description Corporate
10. Click OK.
11. Click the Add Level button.

Level Name DIVISION
All Values Cleared
13. Click Save.

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Effective Date
Status Active
U s
January 1, 2004
Description
Short Description
A I Division
Division
O
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15. Click OK.
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Creating a Department Through the Department Tree
n
To create a department through the department tree:
I
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1. Enter 50100 in the Root Node field, and click OK.
2. To create the new department, enter the following information:
r a Page Element Value or Status
O Effective Date
Status
January 1, 2004
Active
Description Office of the President


Short Desc President
Manager Type EmplID
Manager ID KU0001
Budget Level Department
3. Click OK.
Entering Existing Departments on the Department Tree

To enter existing departments on a department tree:
1. Click the Insert Child Node icon after the parent node 50100.
2. Enter the department 50200 you created earlier.
3. Click Add.
4. Click node 50200 to display the tree icons.
5. Click the Insert Sibling Node icon after node 50200.
6. Enter the second department 50300 you created earlier in class. n l y

7. Click Add.
e O
8. Click the Save link in the middle of the page.
U s
Granting Department by Security Tree Access
A I
To grant security access: O
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1. Select Set Up HRMS, Security, Core Row Level Security, Security by Dept Tree.
n a
2. Enter HCDPALL as the row permission security list, and click Search.
te r
3. Insert a new row anywhere in the table and enter the following information:
e In
l
c DeptID 50100
O ra Access Code Read/Write
4. Save.

Activity 14: Refreshing Security Join Tables

In this activity, you will review the activity overview and refresh the SJT_CLASS_ALL
table:
Slide 182 ______________________________________________________________________________________________________
Activity Overview
Run the Refresh SJT_CLASS_ALL process for all rows to have the system pick up the
changes you made by add a security tree.

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Activity Detail Steps

Refresh the SJT_CLASS_ALL Table
To refresh the SJT_CLASS_ALL table:
1. Select Set Up HRMS, Security, Core Row Level Security, Refresh

SJT_CLASS_ALL.
3. Enter run<student id> as run control ID, and click Add.

Refresh All Rows? Selected
As of Date January 1, 2004
5. Click Run.

n l y
Page Element
Server Name
Value or Status
PSNT
e O
Refresh SJT_CLASS_ALL Selected
U s
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7. Wait for further directions from your instructor.
status of the process.

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8. After the process has been submitted, select the Process Monitor link to view the
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Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
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Lesson 10
Adding People in the PeopleSoft

System
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Adding People in the PeopleSoft System Lesson 10
Activity 15: Adding People with Employment Instances

In this activity, you will add people and employment instances in one of the following
countries:
• France
• Japan
• United States
Slide 205 ______________________________________________________________________________________________________
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Lesson 10 Adding People in the PeopleSoft System
(FRA) Adding People and Employment Instances in France

• Add a person with an employment instance of 20 hours per week in France.
• Add a person with an employment instance of 40 hours per week in France.
Activity Overview
To verify your defaulting options, you will add several people into the PeopleSoft
system. Add the following two people with the organizational relationship of Employee:
Ann Tyler (1<student id>) Joseph Martin (2<student id>)

Personal Birthday: May 18, 1968 in Loiret, France Birthday: June 01, 1961 in Cantal, France
Information
Status: single female Status: married male
FRA National ID: FRA National ID:
2.68.05.45.999.1<student id> 1.61.06.15.999.2<student id>
Address: 26 Rue Marcel Miquel, 75013 Address: 80 rue d'Espagne, 33000,
Paris, Loiret Nanterre, Hauts de Seine
Home phone: 33-6-80282100 Home phone: 33-6-80282222
Job Ann is being hired as a customer service Joseph is being hired as a manager of the
Information representative in business unit A in the
Customer Service department at
headquarters. She should be tied to
y
Sales department in business unit A at
l
headquarters. He should be tied to
n
establishment EST<student id>.
She is a regular employee, but only
e O
He is a regular employee, working full-
time at 40 hours per week in this job.
working 20 hours per week in this position.
This will give her a full-time equivalent of
U s
Joseph will receive a flat monthly pay of
5,300 EUR.
0.5.
A I
Customer service representatives are hired
in the business unit A salary plan, grade
Since Joseph will be located at
headquarters, he is eligible for a 2 percent
O
001, step 1. Accept the salary plan default
cost of living increase. Specify this in his
compensation package.
l &
compensation values.
Since Ann will be located at headquarters,
a
she is eligible for a 2 percent cost of living
n
Payroll
te r
increase. Specify this in her compensation
package.
I n Specify your payroll system as Other and put your workers in the biweekly pay group.
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Add a Person with an Employment Instance of 20 Hours Per Week in

France
To add a person with an employment instance of 20 hours per week:
1. Select Workforce Administration, Personal Information, Add a Person.
2. Enter a person ID of 1<student id>, and click the Add the Person link.
3. On the Biographical Details page, in the Primary Name group box, enter the

Format Type French
4. Click the Add Name link.
5. On the Edit Name page, enter the following information:

n l y
First Name
Last Name
Ann
Tyler
e O
U s
6. Click OK.
A I
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7. On the Biographical Details page, enter the following information:
l&
Date of Birth
Birth Country
n a May 18, 1968
FRA
e
Department
t r 45 (Loiret)
In
Gender Female
c l e Marital Status Single
ra
Country FRA
National ID Type Social Security Number
O National ID
SSN Key
2.68.05.45.999.1<student id>
00
Primary ID Selected

8. Access the Contact Information page.
9. For the address type Home, click the Add Address Detail link.
10. On the Address History page, enter the following information:

Country FRA
Status A
11. Click the Add Address link.

Address 1 26 Rue Marcel Miquel
Postal 75013
City Paris
Department 75
n l y
13. Click OK on each sub page.
e O
Page Element
U s
14. On the Contact Information page, enter the following information:
Value or Status
Phone Type
A I Home
Telephone
O 33-6-80282100
l &
a
15. Access the Organizational Relationships page.
n
r
16. Select Employee, and click Add the Relationship.
te
n
17. On the Work Location page, enter the following information:
I
c l e Page Element
Effective Date
Value or Status
January 1, 2004
r a Action / Reason Hire
O Regulatory Region
Company
FRA
C<student id>
Business Unit BUA<student ID>
Department 50300


Location L1<student ID>
Establishment ID EST<student ID>
18. Access the Job Information page, and enter the following information:

Supervisor ID KU0003
Officer Code None
Regular Shift N/A
Standard Hours 20
Work Period W
FTE .5
19. Expand the France flag section, and enter the following information:
Page Element
Paid Hours
Value or Status
20.00
n l y
Paid Work Period
Paid FTE
W
.5
e O
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Page Element A I
20. Access the Payroll page, and enter the following information:
Value or Status
Payroll System O Other
Pay Group
l& BWK
na
e r
Employee Type H (Hourly)
I nt
21. Access the Salary Plan page, and enter or verify the following information:
r a Salary Administration Plan BASP
O Grade
Step
001
1

22. Access the Compensation page, and click the Default Pay Components button.
The system populates the Compensation Rate field after you click the Default Pay
Component or Calculate Compensation buttons.
23. On the Compensation page, enter or verify the following information:

Sequence 0
Comp Rate 15.00
Currency EUR
Frequency H
24. Insert a new row in the Pay Components group box, and enter the following
information:

Seq 0
Currency EUR
Frequency
Percent
M
2
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25. Click the Calculate Compensation button, and verify that the following displays in
the Compensation Rate field located near the top of the Compensation page:
Page Element
A I Value or Status
Compensation Rate
O 1,326.00 EUR
Frequency
l & M (Monthly)
n a
r
26. Click OK to save your work and to any warnings about contracts for Global Payroll.
te
I n
Add a Person with an Employment Instance of 40 Hours Per Week in
c l e
France
r a 1. Click Add at the bottom of the page.
O 2. Enter a person ID of 2<student id>, and click the Add the Person link:


Format Type French

First Name Joseph
Last Name Martin
6. Click OK.

Date of Birth June 01, 1961
Birth Country FRA
n l y
Province
Effective Date
15 (Cantal)
January 1, 2004
e O
Gender
Marital Status
Male
Married
U s
Country
National ID Type A I FRA
O
Social Security Number
National ID 1.61.06.15.999.2<student id>
SSN Key
l& 00
na
Primary ID Selected
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I nt
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r a 10. On the Address History page, enter the following information:
O Page Element
Effective Date
Country
Value or Status
January 1, 2004
FRA
Status A


Address 1 80 rue d'Espagne
Postal 33000
City Nanterre
Department 92 (Hauts de Seine)

Phone Type Home
Telephone 33-6-80282222

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O
17. Access the Work Location page, and enter the following information:
e
Page Element
Effective Date
U s
Value or Status
January 1, 2004
Action/Reason
A I Hire
Regulatory Region
Company O FRA
C<student id>
Business Unit
l & BUA<student id>
Department
n a 50200
Location
te
Establishment
r L1<student id>
EST<student id>
I n
c l e
O Job Code
Supervisor ID
MGR<student id>
KU0004


Full/Part Full-Time
Officer Code None
Regular Shift N/A
Standard Hours 40
Work Period W
FTE 1

Payroll System Other
Pay Group BWK<student ID>
Employee Type S (Salaried)

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Rate Code
Seq 0
U s
FM<student id>
Comp Rate
Currency
A I 5,300
EUR
Frequency
O M
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information:
te r
In
c l e Seq 0
ra
Currency EUR
Frequency M
O Percent 2


Compensation Rate 5,406.00 EUR
Frequency M (Monthly)
24. Select the Controls tab, and note the sources of the rate codes.
25. Click OK to save your work and to any warnings about contracts for Global Payroll.
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(JPN) Adding People and Employment Instances in Japan

• Add a person an employment instance in Japan.
• Add a second person with an employment instance in Japan.
• Add a third person with an employment instance in Japan.
Activity Overview
system. Add the following four people with the organizational relationship of Employee:
Yamaguchi Mao Tsuyoshi Kato (2<student id>) Inoue Emiko (3<student id>)
(1<student id>)
Personal Birthday: May 18, 1977 Birthday: June 01, 1963 Birthday: September 23, 1968
Information
Education status: 2 year college Education status: university Education status: university
degree
Status: married male Status: married female
Status: single female
Address: 194-0021, Tokyo-to, Address: 105-0023, Tokyo-to,
Address: 158-0083, Tokyo-to, Machida, 3-4, Nakamachi 3-chome Minato-ku, 3-4-3 Shibaura
Setagaya-ku, 1-6, Okusawa 4-
Home phone: 03-3732-5963 Home phone: 03-3732-3343
chome
Home phone: 03-5424-3434
Honseki prefecture: Aichi
n l y
Job
Honseki prefecture: Gunma
Yamaguchi-san is being hired as a Tsuyoshi-san is being hired as a
e O
Inoue-san is being hired as a
Information customer service representative in
business unit A in the Customer
Service department at headquarters.
manager of the Sales department in
business unit A at headquarters. He
should be tied to establishment
U s manager of the Customer Service
department in business unit A at
headquarters. She should be tied to
She should be tied to establishment
EST<student id>.
EST<student id>.
A I
He is a regular employee, working
She is a regular employee, working
She is a regular, salaried employee,
O
full-time at 40 hours per week in full-time at 40 hours per week in
working 40 hours per week in this
position.
l &
this job.
He is a salaried employee receiving
this job.
She should be associated with salary
Customer service representatives
a
a flat monthly pay of 530,000 JPY. plan BASP, grade 003.
rn
are hired in the business unit A
Since he will be located at She is a salaried employee receiving
salary plan, grade 001, step 1.
t e
Accept the salary plan default
headquarters, he is eligible for a 2
percent cost of living increase.
a flat monthly pay of 530,000 JPY.
In
compensation values. Since she will be located at
Specify this in his compensation
headquarters, she is eligible for a 2
Since she will be located at package.
c l e
headquarters, she is eligible for a 2
Specify this in her compensation
package.
r a Specify this in her compensation

package.
O
Payroll Specify your payroll system as Other and put your workers in the biweekly pay group.


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Adding a Person with an Employment Instance in Japan

To add a person with an employment instance:

Format Type Japanese
Page Element
Last Name
Value or Status
Yamaguchi
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First Name
Alternate Character Name
Mao
Yamaguchi Mao
e O
U s
6. Click OK.
A I
O
Page Element
l& Value or Status
na
Date of Birth May 18, 1977
e r
Birth Country JPN
nt
e I Gender
Highest Education Level
Female
F-2-Year College Degree
cl Marital Status Single
O ra Country JPN


Country JPN
Status A
12. Enter 158-0083 in the Postal field, and click the Address Search link.

Postal 158-0083
City Setagaya-ku
Address 1 2-6, Okusawa 4-chome
14. Click OK.
15. Click the Alt Char Address Pushbutton icon.

n l y
e O
Page Element
AC City
U s
Value or Status
Setagaya-ku
AC Address 1
A I Okusawa 4-2-6
O
&
l
a
n
te
Page Element
r Value or Status
I nPhone Type
Telephone
Home
03-5424-3434
c l e
r a 19. Access the Regional page and in the Japan flag section, enter the following
O information:



Honseki Prefecture 10 (Gunma-Ken)

Action / Reason Hire
Regulatory Region JPN
Business Unit BUA<student ID>
Department 50300
n l y
Page Element
Job Code
Value or Status
CSRP<student id>
e O
Supervisor Level
Supervisor ID
Blank
KU0003
U s
Regular/Temporary
Full/Part A I Regular
Full-Time
Officer Code O None
Regular Shift
l& N/A
na
Standard Hours 40
Work Period
FTE
t e r W
1
I n
c l e
O Payroll System
Pay Group
Other
BWK



Grade 001
Step 1

Seq 0
Currency
Frequency
JPY
M
n l y
Percent 2
e O
Rate Code
Sequence 0
U s
FC<student id>
Comp Rate
Currency
A I 200,000
JPY
Frequency
O M
l &
n a
r
te
In
Compensation Rate 204,000 JPY
c l e Frequency M
r a
O 29. Click OK to save your information.

Adding a Second Person with an Employment Instance in Japan



Last Name Tsuyoshi
First Name Kato
Alternate Character Name Tsuyoshi Kato
n l y
6. Click OK.
e O
Page Element
U s
Value or Status
Date of Birth
Birth Country A I June 01, 1963
JPN
Effective Date O January 1, 2004
Gender
l& Male
na
Highest Education Level G-Bachelor’s Level Degree
e r
Marital Status Married
nt
Country JPN
e I
a cl 8. Access the Contact Information page.
O r 9. For the address type Home, click the Add Address Detail link.


Country JPN
Status A

Postal 194-0021
City Machida-shi
Address 1 3-4, Nakamachi 34-chome
14. Click OK.
Page Element
AC City
Value or Status
Machida-shi
n l y
AC Address 1 Nakamachi 34-3-4
e O
U s
A I

Phone Type
l & Home
Telephone
n a 03-3732-5963
te r
I n
19. Access the Regional page. In the Japan flag section, enter the following information:
r a Effective Date
Honseki Prefecture
January 1, 2004
23 (Aichi-Ken)
O


Action/Reason Hire
Department 50200
Establishment EST<student id>

Job Code MGR<student id>
Supervisor Level J090 (Manager)
Regular/Temporary
Full/Part
Regular
Full-Time
n l y
Officer Code None
e O
Regular Shift
Standard Hours
N/A
40
U s
Work Period
FTE
A I W
1
O
l &
a
24. Access the Payroll page, and enter or verify the following information:
n
Page Element
te
Payroll System
r Value or Status
Other
e In
Pay Group
Employee Type
BWK
S (Salaried)
c l
r a
O 25. Access the Compensation page, and click the Default Pay Components button.


Seq 0
Currency JPY
Frequency M
Percent 2
Rate Code FM<student id>
Seq 0
Comp Rate 530,000
Currency JPY
Frequency M

Frequency Monthly
n l y
e O
29. Click OK to save your information.

U s
A I
Adding a Third Person with an Employment Instance in Japan
O
&
l
a
n
te r
I nPage Element Value or Status
c l e Effective Date
Format Type
January 1, 2004
Japanese
r a
O 4. Click the Add Name link.


Last Name Inoue
First Name Emiko
Alternate Character Name Inoue Emiko
6. Click OK.

Date of Birth September 23, 1968
Birth Country JPN
Gender Female
Highest Education Level G-Bachelor’s Level Degree
Country JPN

n l y
e O
s
U
Page Element
Effective Date
A I Value or Status
January 1, 2004
Country
O JPN
l&
Status A
n a
e r
t
e In
c l
r a Page Element
Postal
Value or Status
105-0023
O Prefecture
City
13 (Tokyo-to)
Minato-ku
Address 1 3-4-3 Shibaura

14. Click OK.

AC City Minato-ku
AC Address 1 Shibaura 3-4-3

Phone Type Home
Telephone 03-3732-3343

n l y
e O
Effective Date s
January 1, 2004
U
Action/Reason
Regulatory Region
A I Hire
JPN
Company
O C<student id>
Business Unit
Department
l & BUA<student id>
50300
Location
n a L1<student id>
te
Establishment r EST<student id>
I n
c l e
r a Page Element
Job Code
Value or Status
MGR<student id>
O Supervisor Level
Supervisor ID
J090 (Manager)
KU0003


Full/Part Full-Time
Officer Code None
Regular Shift N/A
Standard Hours 40
Work Period W
FTE 1

Pay Group BWK
24. Access the Salary Plan page, and enter the following information:

Grade
BASP
003
n l y
Step Blank
e O
U s
A I
O
&
l
Page Element
a Value or Status
Rate Code
Seq
t e rn 2COL<student id>
0
e In
Currency
Frequency
JPY
M
c l Percent 2
O ra Rate Code
Seq
FM<student id>
0
Comp Rate 530,000
Currency JPY
Frequency M


Frequency Monthly
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(USA) Adding People and Employment Instances in the United States

• Add a person with an employment instance of 20 hours per week in the United
States.
• Add a person with an employment instance of 40 hours per week in the United
States.
Activity Overview
system. Add the following two people with the organizational relationship of Employee:
Ann Tyler (1<student id>) Joseph Martin (2<student id>)

Personal Birthday: May 18, 1968 Birthday: June 01, 1961
Information
Status: single female Status: married male
USA National ID: 444-55-01<student id> USA National ID: 444-55-02<student id>
Address: 455 Elm Street, San Francisco, Address: 1661 Commonwealth Avenue,
CA 94101 Oakland, CA 94612
Home phone: 415/555-2020 Home phone: 510/555-1212
Job
Information
Ann is being hired as a customer service
representative in business unit A in the
Customer Service department at
n l y
Joseph is being hired as a manager of the
Sales department in business unit A at
headquarters. This location should be tied
headquarters. This location should be tied
to establishment EST<student id>.
e O
to establishment EST<student id>.
He is a regular employee, working full-
She is a regular employee, but only
working 20 hours per week in this position.
U s
time at 40 hours per week in this job.
Joseph will receive a flat monthly pay of
0.5.
A I
This will give her a full-time equivalent of
5,300 USD.
Since Joseph will be located at
O
Customer service representatives are hired
in the business unit A salary plan, grade
headquarters, he is eligible for a 2 percent
cost of living increase. Specify this in his
l &
001, step 1. Accept the salary plan default
compensation values.
compensation package.
a
Since Ann will be located at headquarters,
n
te r
she is eligible for a 2 percent cost of living
increase. Specify this in her compensation
package.
I n
Payroll Specify your payroll system as Other and put your workers in the biweekly pay group.
c l e
O environment. Therefore, everyone is completing this course in a shared database; any

Add a Person with an Employment Instance of 20 Hours Per Week in the

United States

Format Type English

n l y
First Name
Last Name
Ann
Tyler
e O
U s
6. Click OK.
A I
O
l&
Date of Birth
Birth Country
n a May 18, 1968
USA
e
Effective Date
t r January 1, 2004
In
Gender Female
Marital Status Single
c l e Country USA
ra
National ID 444-55-01<student id>
O Primary ID Selected


Country USA
Status A

Address 1 455 Elm Street
City San Francisco
State CA
Postal 94101

n l y
O
e
Page Element
Phone Type Home
U s
Value or Status
Telephone
A I 415/555-2020
O
&
l
a
n
r
te
In
c l e Action / Reason Hire
ra
Regulatory Region USA
O Business Unit
Department
BUA<student ID>
50300



Officer Code None
Regular Shift N/A
Standard Hours 20
Work Period W
FTE .5

Payroll System
Pay Group
Other
BWK
n l y
Holiday Schedule
Employee Type
EC2
e O
E (Exception Hourly)
U s
A I
Page Element
O Value or Status
l&
Grade
n a 001
r
Step 1
t e
e In
c l The system populates the Compensation Rate field after you click the Default Pay
r a Component or Calculate Compensation buttons.
O 22. On the Compensation page, enter or verify the following information:

Sequence 0


Comp Rate 15.00
Currency USD
Frequency H
information:

Seq 0
Currency USD
Frequency M
Percent 2

Compensation Rate
Frequency
1,326.00 USD
M (Monthly) n l y
e O
U s
A I
Add a Person with an Employment Instance of 40 Hours Per Week in the
United States
O
&
l
a
n
te r
2. Enter a person ID of 2<student id>, and click the Add the Person link:
I n
a
O r Format Type English


First Name Joseph
Last Name Martin
6. Click OK.

Date of Birth June 01, 1961
Birth Country USA
Gender Male
Country USA
National ID 444-55-02<student id>
Primary ID Selected
n l y
e O
U s
Page Element
A I Value or Status
Effective Date
O January 1, 2004
l&
Country USA
Status
n a A
t e r
In
r a Address 1 1661 Commonwealth Avenue
O City
State
Oakland
CA
Postal 94612


Phone Type Home
Telephone 510/555-1212

Action/Reason Hire
Regulatory Region USA
Department
Location
50200
L1<student id>
n l y
Establishment EST<student id>
e O
U s
Page Element
A I
Value or Status
Job Code O MGR<student id>
Supervisor ID
l& KU0004
na
Full/Part
e r Full-Time
nt
Officer Code None
e I Regular Shift
Standard Hours
N/A
40
c l Work Period W
r a FTE 1


Pay Group BWK
Employee Type Salaried

Seq 0
Comp Rate 5,300
Currency USD
Frequency M
information:
n l y
e O
Rate Code
Seq 0
U s
2COL<student id>
Currency
A I USD
Frequency
Percent O M
2
l &
n a
r
te
In
Compensation Rate 5,406.00 USD
c l e Frequency M (Monthly)
r a
O 24. Select the Controls tab, and note the sources of the rate codes.

Activity 16: Adding Job Instances for Unique Situations

In this activity, you will add a job instance for unique situations in one of the following
countries:
• France
• Japan
• United States
Slide 220 ______________________________________________________________________________________________________
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(FRA) Adding Job Instances for Unique Situations

In this activity, you will review the activity overview and add multiple jobs for a worker
in France.
Activity Overview
Employee 1<student id> will also be holding a position in the sales department for
business unit A as a sales support representative. She will work 20 hours per week in this
job, with an FTE of .5. She should be assigned the business unit A salary plan, grade 002.
Her hourly rate amount is 18.00 EUR. Remember that since she is located at
headquarters, she is eligible for the 2 percent cost of living pay increase.

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Adding Multiple Jobs for a Worker in France

To assign multiple jobs:
1. Select Workforce Administration, Job Information, Add Employment Instance.

EmplID 1<student id>
Empl Rcd Nbr 1
The system will automatically increment to the next sequential Empl Rcd Nbr when
you click Add if you do not manually enter the value.
3. Click Add.
Page Element
Effective Date
Value or Status
January 1, 2004
n l y
Action/Reason
Regulatory Region
Hire
FRA
e O
Company
s
C<student id>
U
Business Unit
Department
A I BUA<student id>
50200
Location
O L1<student id>
Establishment ID
l & EST<student id>
n a
r
te
I nPage Element
Job Code
Value or Status
SSUP<student id>
cl e Supervisor ID KU0004
ra
Standard Hours 20
O FTE .5

6. Expand the France flag section, and enter the following information:

Paid Hours 20.00
Paid Work Period W
Paid FTE .5

Pay Group BWK
Employee Type E (Exception Hourly)

Salary Administration Plan/Grade/Step BASP
Grade
Step
002
Blank
n l y
e O
U s
9. Access the Compensation page, and click the Default Pay Components button to see
if there are any default pay components that should be associated with this person.

A I
Rate Code
l& H<student id>
na
Seq 0
Comp Rate
e r 18.00
nt
Currency EUR
e I Frequency H
c l
r a 11. Insert a new row in the Pay Components group box, and enter the following
information:
O Page Element
Rate Code
Value or Status
2COL<student id>
Seq 0


Currency EUR
Frequency M
Percent 2

13. Save.
14. Click OK to any messages about contracts for Global Payroll.
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(JPN) Adding Job Instances for Unique Situations

• Record an additional appointment for a worker in Japan.
• Enter cost rate information for an additional appointment worker.
• Host a temporary intercompany transfer.
• Process a permanent intercompany transfer.
Activity Overview
You have been asked to record an additional appointment for a worker in company J1.
Using your assigned <student id> and the information in this table, enter an additional
appointment for your worker in the Additional Appointment JPN component effective
January 1, 2004. The start date will be January 1, 2004 and the expected end date is
September 30, 2004.
Business Location Supervisor

<student id> EmplID Unit Department Code Level
01 J0031 JCS02 J1110 J201 J090
02 J0032 JCS02 J1120 J201 J090
03
04
J0003
J0004
JCS01
JCS01
J200
J300
J001
J001
n l yJ060
J060
05 J0005 JCS01 J100
O
J001
e
J060
06
07
J0006
J0007
JCS01
JCS01
J120
J130
U s J001
J001
J070
J070
08
09
J0008
J0009
JCS01
JCS01
A I J110
J220
J001
J001
J070
J070
10 J0010 JCS01
O J210 J001 J070
l&
11 J0011 JCS01 J500 J001 J070
12
n a
J0012 JCS01 J600 J001 J070
13
14
t e r J0013
J0014
JCS01
JCS01
J400
J112
J001
J001
J070
J090
I n
c l e
After you record the additional assignment, enter the cost rate for your assigned worker.
The cost rate for the initial job is 75, with the additional assignment should reflect a cost
r a rate of 25.
O You will also add a person into the PeopleSoft system with an intercompany transfer.
Add the following person with the organizational relationship of Employee:

Nakatani Yusuke (4<student id>)

Personal Birthday: June 25, 1973
Information
Education status: university
Status: single male
Address: 157-0072, Tokyo-to, Setagay-ku, 1-2 Soshigaya
Honseki prefecture: Gifu-ken
Job Nakatani, is on a temporary transfer to Computer Testing Research, as an assistant
Information manager (170030) in the Customer Service department in business unit A at headquarters.
His supervisor level is assistant manager. Make sure you enter his intercompany transfer
information. His home company information is company J2, business unit JCS02, and
department J1200.
His employee class is host intercompany transfer and is working full-time at 40 hours per
week in this job.
He should be associated with salary plan BASP, grade 003.
He is a salaried employee receiving a flat monthly-defined pay of 500,000 JPY.
Since he will be located at headquarters, he is eligible for a 2 percent cost of living
increase. Specify this in his compensation package.
Payroll Specify your payroll system as Other and put your worker in the biweekly pay group
Next, you need to process a permanent intercompany transfer for employee J31<student
id>. Terminate this employee’s current position with a reason of permanent intercompany
transfer effective January 1, 2004, and place this person in department J999. The host
information you should record is company C<student id>, business unit BUA<student n l y
id>, department 50200. You need to change the FTE to 0 for this job record.
e O
U s
Now, add a new employment instance for this employee January 1, 2004. Hire this
person into company C<student id>, business unit BUA<student id>, department 50200,
A I
working from the headquarters location. Enter the home company J1, business unit
JCS01, and department J820. This person should be assigned the SSUP<student id> job
code, BWK pay group, and salary plan BASP, grade 002. The compensation should
O
consist of rate code FM<student id> at 400,000 JPY per month, plus the 2 percent cost of
living adjustment.
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Perform the detailed steps to complete the activity
Recording an Additional Appointment for a Worker in Japan

To record an additional appointment:
1. Select Workforce Administration, Job Information, Additional Appointment JPN.
2. Enter the appropriate EmplID according to your <student id>:
<student id> EmplID

01 J0031
02 J0032
03 J0003
04 J0004
05 J0005
06 J0006
07 J0007
08 J0008
09 J0009
10
11
J0010
J0011 n l y
12 J0012
e O
13
14
J0013
J0014
U s
A I
3. Click Search.
O
l &
4. On the Additional Appointment Information page, click Add.
n a
5. On the Edit Additional Appointment Information page, enter the following
information:
te r
I nPage Element
Empl Rcd Nbr
Value or Status
1
c l e Effective Date January 1, 2004
r a Start Date
Expected End Date
January 1, 2004
September 30, 2004
O Company J1

6. Based on your <student id>, enter the following information for the remaining fields:
Supervisor
<student id> Business Unit Department Location Code Level
01 JCS02 J1110 J201 J090
02 JCS02 J1120 J201 J090
03 JCS01 J200 J001 J060
04 JCS01 J300 J001 J060
05 JCS01 J100 J001 J060
06 JCS01 J120 J001 J070
07 JCS01 J130 J001 J070
08 JCS01 J110 J001 J070
09 JCS01 J220 J001 J070
10 JCS01 J210 J001 J070
11 JCS01 J500 J001 J070
12 JCS01 J600 J001 J070
13 JCS01 J400 J001 J070
14 JCS01 J112 J001 J090
7. Click OK.
8. Save. n l y
e O
To enter cost rate information:
U s
Entering Cost Rate Information for an Additional Appointment Worker
A I
1. Select Workforce Administration, Job Information, Cost Rate JPN.
O
2. For the EmplID you were just assigned above, enter the following information:
Page Element
l& Value or Status
na
Emp Rcd Nbr
e r 0
nt
Cost Rate 75
e I
a cl 3. In the Main and Additional Appointment Cost Rates scroll area, insert a new row,
and enter the following information:
O r Page Element
Emp Rcd Nbr
Value or Status
1
Cost Rate 25

4. Save.
Hosting a Temporary Intercompany Transfer

To host a temporary intercompany transfer:


Last Name
First Name
Nakatani
Yusuke
n l y
Alternate Character Name Nakatani Yusuke
e O
U s
6. Click OK.
A I

Date of Birth
l& June 25, 1973
na
Birth Country JPN
Effective Date
Gender
t e r January 1, 2004
Male
I nHighest Education Level G-Bachelor’s Level Degree
c l e Marital Status
Country
Single
JPN
r a
O 8. Access the Contact Information page.


Country JPN
Status A

Postal 157-0072
City Setagaya-ku
Address 1 2, Soshigaya 1-chome
14. Click OK.

n l y
e O
Page Element
U s
Value or Status
AC City
A I Setagaya-ku
AC Address 1
O Soshigaya 1-2
l &
a
n
te
information:
r
18. Access the Regional page and in the Japan flag section, enter the following
I nPage Element Value or Status
c l e Effective Date January 1, 2004
r a Honseki Prefecture 21 (Gifu-Ken)
O 19. Access the Organizational Relationships page.


Action / Reason Hire / Temporary Int Cpny Transfer
Department 50300
Establishment ID EST<student id>
22. On the Work Location page, expand the Japanese flag section, and enter the

Intercompany Transfer Flag Home Company Information
Company J2
Business Unit
Department
JCS02
J1200
n l y
Supervisor Level
Intercompany transfer Start Dt
J100
January 1, 2004
e O
Intercompany Transfer End Date s
December 31, 2004
U
A I
O
l&
Job Code
n a 170030
Supervisor ID
t
Empl Class
e r J100
Host ICT
I n
Regular/Temporary
Standard Hours
Regular
40
cl e Work Period W
ra
FTE 1.000000


Pay Group BWK

Grade 003
Step Blank
n l y
Rate Code
Seq
2COL<student id>
0
e O
Currency
Frequency
JPY
M
U s
Percent
Rate Code A I 2
O
FM<student id>
Seq 0
Comp Rate
l& 500,000
na
Currency JPY
Frequency
t e r M
I n
c l e
the Compensation Rate field located near the top of the Compensation page
O Compensation Rate
Frequency
510,000 JPY
M (Monthly)

Processing a Permanent Intercompany Transfer

To process a permanent intercompany transfer:
1. Select Workforce Administration, Job Information, Job Data.
2. Enter EmplID J31<student id>, and click Search.
3. On the Work Location page, insert a new row, and enter the following information,
clicking OK to any warning messages you might receive:

Job Indicator Secondary Job
Action / Reason Termination / Permanent Int Cpny Transfer
Department J999
4. On the Work Location page, expand the Japanese flag section, and enter the enter the

Intercompany Transfer Flag
Host Company
Host Company Information
C<student id>
n l y
e O
Department 50200
U s
A I
5. Access the Job Information page, and enter 0 in the FTE field.
O
6. Save your data and select OK to the warning that says there is no primary job.
l &
n a
8. Enter EmplID J31<student id>, and click Add.
te r
The system should automatically populate the Emp Rcd Rcd field with 1.
I n
cl e Page Element Value or Status
r a Effective Date
Action / Reason
January 1, 2004
Hire / Permanent Int Cpny Transfer
O Regulatory Region
Company
JPN
C<student id>


Department 50200
Establishment ID EST<student id>
10. On the Work Location page, expand the Japanese flag, and enter the enter the

Intercompany Transfer Flag Home Company Information
Host Company J1
Business Unit JCS01
Department J820
11. Access the Job Information page, and enter SSUP<student id> in the Job Code field.

Payroll System
Pay Group
Other
BWK
n l y
e O
U s
13. Access the Salary Plan page, and verify the following information:
Page Element
A I Value or Status
Salary Plan
O BASP
l&
Grade 002
n a
e r
14. Access the Compensation page, and click the Default Salary Component button.
t
e In
15. Enter or verify the following information:
c l Page Element
Rate Code
Value or Status
2COL<student id>
r a Sequence 0
O Currency
Percent
JPY
2
Sequence 0


Compensation Rate 400,000
Currency JPY
Frequency M
16. Click the Calculate Compensation button and verify the following information at the
top of the page:

17. Save.
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(USA) Adding Job Instances for Unique Situations

In this activity, you will review the activity overview and add multiple jobs for a worker
in the United States.
Activity Overview
Employee 1<student id> will also be holding a position in the sales department for
business unit A as a sales support representative. She will work 20 hours per week in this
job, with an FTE of .5. She should be assigned the business unit A salary plan, grade 002.
Her hourly rate amount is 18.00 USD. Remember that since she is located at
headquarters, she is eligible for the 2 percent cost of living pay increase.

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Adding Multiple Jobs for a Worker in the United States

To assign multiple jobs:

Empl Rcd Nbr 1
The system will automatically increment to the next sequential Empl Rcd Nbr when
you click Add if you do not manually enter the value.
3. Click Add.
Page Element
Effective Date
Value or Status
January 1, 2004
n l y
Action/Reason
Regulatory Region
Hire
USA>
e O
Company
s
C<student id>
U
Business Unit
Department
A I BUA<student id>
50200
Location
O L1<student id>
Establishment ID
l & EST<student id>
n a
r
te
In
Job Code SSUP<student id>
c l e Regular/Temporary Regular
ra
Standard Hours 20
FTE .5


Pay Group BWK
Employee Type E (Exception Hourly)

Salary Administration Plan/Grade/Step BASP
Grade 002
Step Blank
8. Access the Compensation page, and click the Default Pay Components button to see
if there are any default pay components that should be associated with this job.
Page Element
Rate Code
Value or Status
H<student id>
n l y
Seq 0
e O
Comp Rate
Currency
18.00
USD
U s
Frequency
A IH
O
information:
l &
a
Page Element
t e
Rate Code rn Value or Status
2COL<student id>
In
Seq 0
Currency USD
c l e Frequency M
ra
Percent 2


12. Save.
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Notes
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______________________________________________________________________

Lesson 11
Maintaining Person and Job Data
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Maintaining Person and Job Data Lesson 11
Activity 17: Analyzing Action and Row Types

In this activity, you will review the activity overview and determine row types and their
relationship to action types:
Slide 227 ______________________________________________________________________________________________________
Activity Overview
The action type that you select dictates the rows of data you can access and what you can
do with each row. Using the chart provided, enter the following types of information:
• Row types and their relationship to the system date (today’s date).
• The number of rows the system allows per row type.
• Indicate Yes or No as to whether you can view or change data for the designated row
for the action type defined at the top of each column.
Determining Row Types and their Relationship to Action Types
Number Update/Display Include History

l y
Use the following diagram to summarizes how action types are related to rows of data:
n
Correct History
Categories
Row Type
of
Rows View Correct View
e O
Correct View Correct
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Lesson 11 Maintaining Person and Job Data
Activity 18: Analyzing Row Maintenance Needs

In this activity, you will review the activity overview and analyze row maintenance
needs.
Slide 228 ______________________________________________________________________________________________________
Activity Overview
Using the scenarios presented below for workers A and B, answer the questions.
Defining Row Maintenance

Assume today’s date is January 3, 2005. Answer the following questions.
1. Given that worker A has the following effective-dated personnel actions, how would
the system classify these rows of data (Current, Future, or History)?
Effective Date Action Row Classification

January 4, 2005 Pay Rate Change
January 9, 2004
January 6, 2003
Transfer
Hire
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2. Worker B is an employee that was hired into the company effective January 6, 2003.
This person will work in department 100 with an annual compensation of 30,000
USD.
A I
Which component would you use to add this person’s job record?
O
&
Enter the job data values below:
l
n
Effective Date
a Action Department Compensation
Row
Classification
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c l e
3. After six months, worker B is transferred from department 100 to department 200
with no change in pay.
r a Which component would you use to update this person’s job record and what action
O would you use to access the page? _______
What do you need to do to record this department transfer?

Row
Effective Date Action Department Compensation Classification
4. Effective January 6, 2004, worker B receives a merit increase. The new

compensation is 35,000 USD.
What action would you use to record this change? ___________
What do you need to do to record this salary increase?
Row
Effective Date Action Department Compensation Classification
5. You just discovered that worker B was hired on probation.
Company policy states that if the worker successfully completes the probationary
y
period, the worker receives a pay increase. In this particular case, as of September 1,
l
2003, the worker should have received a pay increase with a new compensation of
32,500 USD.
n
What action would you use?
e O
What do you need to do to record the salary increase?
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Effective Date
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Action Department Compensation Classification
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Activity 19: Updating Person and Job Data Information

In this activity, you will update person and job data in one of the following countries:
• France.
• Japan.
• United States.
Slide 241 ______________________________________________________________________________________________________
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(FRA) Updating Person and Job Data

• Update personal information for a worker in France.
• Complete a job transfer and adjust pay to reflect the FTE.
• Enter a pay rate change using the Job Data component.
• Enter a pay rate change using the Pay Rate Change component.
Activity Overview
There have been some personnel changes in your organization.
• In May, Ann Tyler (1<student id>), one of your workers, got married and changed
her name and address information. You need to update her personal data to reflect the
data below, effective May 27, 2004:
Ann Delange
1 rue deMadrid
Paris, France 75001
33-1-40905555
•
l
In June, Ann Delange (1<student id>), received a promotion in her second job in
n
sales. Effective June 1, 2004 Ann will move from the job of sales support to a
production consultant (710005). Normally this job pays a flat monthly amount of
y
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4,300 EUR per month based off of a 40 hour workweek and 1 FTE status but her pay
should reflect her part-time status. Her final compensation rate should equal 2,193.00
EUR.
U s
•
I
Also on June 1, 2004, Joseph Martin (2<student id>) received a merit increase of 1.5
percent, which means he should now be making 5,487.09 EUR monthly.
A
•
O
In July, you are notified that Ann Delange (1<student id>) is now eligible to advance
to salary step 3 in her first job in customer service. Use the Pay Rate Change
l &
component to reflect this change. Her final compensation for this job should be
1,502.80 EUR.
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Updating Personal Information for a Person in France

To update personal information for a person:
1. Select Workforce Administration, Personal Information, Modify a Person.
2. Enter 1<student id> for the person ID and click Search.
3. On the Biographical Details page, Primary Name scroll area, insert a new effective
dated row for May 27, 2004.
4. Click the Edit Name link, and enter the following information:

First Name Ann
Last Name Delange
5. In the Biographical History scroll area insert a new row.
6. Enter in following information:

n l y
Effective Date May 27, 2004
e O
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A I
7. Access the Contact Information page and click the View Address Detail link.
O
8. Insert a row and enter the following information:
Page Element
l & Value or Status
Effective Date
n a May 27, 2004

Country
te r FRA
I n
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9. Click the Add Address link and enter the following information:
r a Page Element
Address 1
Value or Status
1 rue de Madrid
O Postal
City
75001
Paris
Department Paris

10. Select OK twice.
11. Save.
Completing a Job Promotion and Adjusting Pay to Reflect the FTE

To complete a job promotion and adjust pay to reflect the FTE:

Empl Rcd Nbr 1
3. Click Search.
4. On the Work Location page, insert a row and enter the following information:

Effective Date June 1, 2004
Action / Reason Promotion
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5. Access the Job Information page, and enter the following information but click
Cancel at the message to update standard hours and work week:
U
Page Element
Job Code
A I Value or Status
710005 (Product Consultant-Sales)
O
l &
a
6. Access the Compensation page.
n
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7. Click the Default Pay Components button to see if there are any default rate code
values for this person.
I n
8. In the Pay Components Scroll area, update the H<student id> rate code row with the
r a Rate Code FM<student id>
O Seq
Comp Rate
0
4,300
Currency EUR
Frequency M

9. Click the Calculate Compensation button and view the pay rate values in the Pay
Rates section of the page.
10. In the Pay Components scroll area, select the Conversion tab and select the Apply
FTE check box for the FM<student id> comp rate code on the row you just modified.
11. Click the Calculate Compensation button, and verify the following information in the
Compensation Rate field located near the top of the page:

12. Save and click OK to the warning messages.
Entering a Pay Rate Change Using the Job Data Component

To perform a pay rate change:

n l y
EmplID
Empl Rcd Nbr
2<student id>
0
e O
U s
I
A
Page Element
O Value or Status
Effective Date
Action
l & June 1, 2004
Pay Rate Change
Reason
n a Merit
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5. In the Pay Components scroll area, select the Changes tab, and update the
FM<student id> rate code row with the following information:
O Rate Code
Seq
FM<student id>
0
Change Percent 1.5


Compensation Frequency M (Monthly)
7. Save and click OK to the warning messages for contracts.
Entering a Pay Rate Change Using the Pay Rate Change Component
1. Select Workforce Administration, Job Information, Pay Rate Change.
2. If the system brought you to the Employee Profile page for person 2<student id>,
click the Return to Search button at the bottom of the page.

EmplID
Empl Rcd Nbr
1<student id>
0
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4. On the Employee Profile page, insert a row and enter the following information:
U
Page Element
Effective Date
A I Value or Status
July 1, 2004
Reason
O SPG
l &
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5. Access the Salary Plan page, and for salary plan BASP, grade 001, enter the
n
te
Page Element
r
Value or Status
I nStep 3
c l e
r a 6. Access the Compensation page, and click the Default Pay Components button.
O 7. For the H<student id> rate code row, verify the following information:



Seq 0
Comp Rate 17.00
Currency EUR
Frequency H
Percent Blank
Pay Components field located near the top of the page:

9. Save.
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(JPN) Updating Person and Job Data

• Update personal information for a person in Japan.
• Analyze an age-related pay increase using a SENPAY rate code.
Activity Overview
• In May, Yamaguchi Mao (1<student id>), one of your workers, got married and
changed her name and address information. You need to update her personal data to
reflect the data below effective May 27, 2004:
Tanaka Mao
108-0071
Tokyo-to, Minato-ku
Shiroganedai 2-40-1
03-5432-1234
•
n l
In June 1, 2004, Tsuyoshi Kato (2<student id>) received a merit increase of 1.5
percent, which means he should now be making 548,709 JPY monthly.
y
•
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In July, you are notified that Tanaka Mao (1<student id>) is now eligible to advance
U s
to salary step 3 in her job in customer service. Use the Pay Rate Change component
to reflect this change. Her final compensation for this job should be 306,000 JPY.
• I
You have been asked to create a group (GRP<student id>) that includes workers in
A
new departments, 50200 and 50300. After you create the group and grant security
O
access to the group, associate this group to the J05 rate code. Run the Update
Security application engine process (HR_CMP013) to load the tables and then run
l &
the SQR report (CMP013) to view the education seniority levels and pay amounts for
your workers.
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Updating Personal Information for a Person in Japan


Last Name Tanaka
First Name Mao
Alternate Character Name Tanaka Mao

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Effective Date
Marital Status
U
Married s
May 27, 2004
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7. Access the Contact Information page, and click the View Address Detail link.
&
8. Insert a row, and enter the following information:
l
Page Element
n a Value or Status
Country
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JPN
I n
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9. Click the Add Address link, and enter the following information:
O Postal
Prefecture
108-0071
13 (Tokyo-to)
City Minato-ku

Address 1 Shiroganedai 2-40-1

AC City Minato-ku
AC Address 1 Shiroganedai 2-40-1
13. Click OK.
14. Save.

Page Element Value or Status n l y

e O
Empl Rcd Nbr 0
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A I

Effective Date
l& June 1, 2004
na
Action Pay Rate Change
Reason
t e r Merit
I n
c l e
r a FM<student id> rate code row with the following information:
O Page Element
Rate Code
Value or Status
FM<student id>
Seq 0


Change Percent 1.5

7. Save.
3. On the Pay Rate Change search page, enter the following information:

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Empl Rcd Nbr 0
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Effective Date
l& July 1, 2004
na
Reason SPG
e r
I nt
cl e Page Element Value or Status
O ra Step 3

7. For the FC<student id> rate code row, verify the following information:

Seq 0
Comp Rate 300,000
Currency JPY
Frequency M
Percent Blank

9. Save and click OK if you receive a warning message.
Analyzing an Age-Related Pay Increase Using a SENPAY Rate Code

To performing a pay increase by age: n l y
1. Create a group.
e O
2. Define group security.
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3. Update an age-related pay rate code.
A I
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4. Run the Update Seniority Pay processes.
l &
Creating a Group
n a
To create a group:
te r
1. Select Set Up HRMS, Common Definitions, Group Build, Group Build - Group
I n
Definition.
c l e
r a 3. Enter GRP<student id>, and click Add.
O 4. Enter the following information:



Status Active
Description Age-Based Group by Department
Short Description DeptAge <student id>
5. Access the Group Definition page, and enter the following information:

Record JOB
Field Name DEPTID
Operator In List
Value 50200
6. Insert a new Values row, and enter the following information:
Student id Value
Value 50300
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7. Insert a new Where Clause row, and make sure it uses the AND clause.

U s
Page Element
Record A I Value or Status
JOB
Field Name O EFFDT
Operator
a l& Current
r n
9. Save.
t e
e In
10. Click the Launch Count icon at the top of the page.
c l 11. Click the Group Visual icon at the top of the page.
ra
12. On the Group Result page, view your group members.
O 13. Click OK.
14. Save.

Defining Group Security
To define group security:
1. Select Set Up HRMS, Common Definitions, Group Build, Security by Group.
2. Enter GRP<student id>, and click Search.

User ID PS
Status Active
4. Click the Default button.
5. Save.
Updating a Seniority Pay Age-Related Pat Rate Code
To update a seniority pay age-related pay rate code:
Table.
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2. Enter J05, select the Correct History check box, and click Search.
e
3. Access the Seniority Pay page.
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box is selected.
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4. Expand the Japanese flag section, and verify the Educ Lvl-Adjsted Birth Date check
O
5. In the Group ID field, enter GRP<student id>.
6. Save.
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Running the Update Seniority Pay Processes
te
n
To run the Update Seniority Pay Processes:
I
c l e
1. Select Workforce Administration, Collective Processes, Seniority Processing, Update
Seniority Pay.
r a 2. Enter or create the run control run<student id>, and click Search or Add.
O 3. Enter the following information:

As Of Date January 1, 2005


Update Future Rows Selected
Process By
Group ID Selected
Group ID GRP<student id>
4. Click Run.
5. Select the Update Seniority Pay (HR_CMP013) Application Engine process.
6. Click OK.
7. Note the process instance under the Run button. _____
8. Click the Process Monitor link to view the status of your process instance.
9. When your process has posted successfully, click the Go back to Update Security Pay
link at the bottom of the page.
10. On the Seniority Pay page, click the Run button.
11. Select the Update Seniority Pay (CMP013) SQR Report process.
12. Click OK.
13. Note the process instance under the Run button. _____
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14. Click the Process Monitor link to view the status of your process instance.
e
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15. After the SQR report process for your instance has run successfully with a
Distribution Status of Posted, click the Details link for your instance.
U
16. Click the View Log/Trace link.
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17. Click the CMP_013_XXX.PDF link (where XXX is your process instance number)
to view the report.
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You will not run the load process at this time.
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(USA) Updating Person and Job Data

• Update personal information for a person in the United States.
• Complete a job transfer and adjust pay to reflect the FTE.
Activity Overview
• In May, Ann Tyler (1<student id>), one of your workers, got married and changed
her name and address information. You need to update her personal data to reflect the
data below effective May 27, 2004:
Ann Delange
337 Rose Drive
Pleasanton, CA 94588
925/555-4455
•
l
In June, Ann Delange (1<student id>), received a promotion in her second job in
n y
sales. Effective June 1, 2004 Ann will move from the position of sales support to a
production consultant (710005). Normally this job pays a flat monthly amount of
e O
4,300 USD per month based off of a 40 hour workweek and 1 FTE status but her pay
should reflect her part-time status. Her final compensation rate should equal 2,193.00
USD.
U s
•
I
Also on June 1, 2004, Joseph Martin (2<student id>) received a merit increase of 1.5
percent, which means he should now be making 5,487.09 USD monthly.
A
•
O
In July, you are notified that Ann Delange (1<student id>) is now eligible to advance
to salary step 3 in her first job in customer service. Use the Pay Rate Change
l &
component to reflect this change. Her final compensation for this job should be
1,502.80 USD.
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Updating Personal Information for a Person in the United States


First Name Ann
Last Name Delange

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A I
7. Access the Contact Information page and click the View Address Details link.
O
Page Element
l & Value or Status
Effective Date
n a May 27, 2004

Country
te r USA
I n
c l e
9. Click the Add Address link and enter the following information:
r a Page Element
Address 1
Value or Status
337 Rose Drive
O City
State
Pleasanton
CA
Postal Code 94588

10. Select OK twice.
11. Save.
Completing a Job Promotion and Adjusting Pay to Reflect the FTE

To complete a job promotion and adjust pay to reflect the FTE:

Empl Rcd Nbr 1
3. Click Search.
4. On the Work Location page, insert a row, and enter the following information:

Effective Date June 1, 2004
Action / Reason Promotion
n l y
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s
5. Access the Job Information page, and enter the following information but click
Cancel at the message to update standard hours and work week:
U
Page Element
Job Code
A I Value or Status
710005 (Product Consultant-Sales)
O
l &
a
n
te r
7. Click the Default Pay Components button to see if there are any default rate code
values for this person.
I n
8. In the Pay Components Scroll area, update the H<student id> rate code row with the
r a Rate Code FM<student id>
O Seq
Comp Rate
0
4,300
Currency USD
Frequency M

9. Click the Calculate Compensation button and view the pay rate values in the Pay
Rates section of the page.
10. In the Pay Components scroll area, select the Conversion tab and select the Apply
FTE check box for the FM<student id> comp rate code on the row you just modified.

12. Save and click OK to the warning message.


n l y
EmplID
Empl Rcd Nbr
2<student id>
0
e O
U s
I
A
Page Element
O Value or Status
Effective Date
Action
l & June 1, 2004
Pay Rate Change
Reason
n a Merit
te r
I n
cl e
FM<student id> rate code row with the following information:
O Rate Code
Seq
FM<student id>
0
Change Percent 1.5


7. Save.

EmplID
Empl Rcd Nbr
1<student id>
0
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s
U
Page Element
Effective Date
A I Value or Status
July 1, 2004
Reason
O SPG
l &
a
n
te
Page Element
r
Value or Status
I nStep 3
c l e
r a 6. Access the Compensation page, and click the Default Pay Components button.
O 7. For the H<student id> rate code row, verify the following information:



Seq 0
Comp Rate 17.00
Currency USD
Frequency H
Percent Blank

9. Save.
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Activity 20: Modifying Job Data for your Workers

In this activity, you will modify job data for your workers in one of the following
countries:
• France.
• Japan.
• United States.
Slide 245 ______________________________________________________________________________________________________
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(FRA) Modifying Job Data for your Workers

• Perform a step increase using Correct History for a worker in France.
• Add an action reason code.
• Enter a leave of absence for a worker.
• Process a termination.
Activity Overview
You realized that one of your workers, Ann (1<student id>), was eligible to move to step
2 in her customer service job on April 1, 2004. You need to correct her job record to
reflect the pay change for the correct date.
You decide you want to add a leave of absence action reason code for job related stress
(J<student id>). Create this code effective January 1, 2004.
On September 3, 2004 you were notified that Joseph Martin (2<student id>) was taking a
leave of absence due to job related stress. His last day worked was September 2, 2004.
A month later you are notified that Joseph Martin (2<student id>) will not be returning to
official day with Computer Testing Research.

n l y
work due to personal reasons. Record his termination so September 30, 2004 is his last
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Performing a Step Increase Using Correct History for a Worker in France

To perform a step increase using correct history:

Empl Rcd Nbr 0
Correct History (check box) Selected
3. Click Search.
4. On the Work Location page, scroll to the January 1, 2004 row.
Page Element
Effective Date
Value or Status
April 1, 2004
n l y
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s
Reason Salary Increase(By Step)
I U
Page Element
O A
Value or Status
Salary Plan
l& BASP
na
Grade 001
Step
e r 2
I nt
c l e
8. For the H<student id> rate code row, verify or enter the following information:
O Rate Code
Seq
H<student id>
0
Comp Rate 16.00


Currency EUR
Frequency H
Percent Blank

10. Save.
Adding an Action Reason Code

To add an action reason code:
1. Select Set Up HRMS, Product Related, Workforce Administration, Action Reasons.

n l y
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Action
Reason Code
LOA
U s
J<student id>
A I
4. Click Add. O
l &
Page Element
n a Value or Status
te
Effective Date
r January 1, 2004
I nStatus
Description
Active
Job Related Stress <student id>
cl e Short Description Job Stress
r a
O 6. Save.

Entering a Leave of Absence for a Worker

To enter a leave of absence for a worker:
2. Enter 2<student id>, and click Search.

Effective Date September 3, 2004
Action Leave of Absence
Reason Job Related Stress <student id>
Note: The Last Date Worked field is set to September 2 2004. You may also enter an
expected return date of one month.
4. Save and click OK to the warning message about contracts.
Processing a Termination
To process a termination:

n l y
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s
3. On the Work Location page, insert a row and enter values in the following fields:
U
Page Element
Effective Date
A I Value or Status
October 1, 2004
Action
O Termination
Reason
l & Personal Reasons
n a
te r
4. Notice that the date last worked appears as September 2, 2004 and the termination
date as September 30, 2004.
I n
5. Save and click OK to the warning message about contracts.
cl e
r a
O

(JPN) Modifying Job Data for your Workers

• Perform a step increase using Correct History for a worker in Japan.
Activity Overview
You realized that one of your workers, employee 1<student id>, was eligible to move to
step 2 in her customer service job on April 1, 2004. You need to correct her job record to
reflect the pay change for the correct date.
You decide you want to add a leave of absence action reason code for job related stress
(J<student id>). Create this code effective January 1, 2004.
On September 3, 2004 you were notified that employee 2<student id> was taking a leave
of absence due to job related stress. His last day worked was September 2, 2004.
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Performing a Step Increase Using Correct History for a Worker in Japan


Empl Rcd Nbr 0
3. Click Search.
Page Element
Effective Date
Value or Status
April 1, 2004
n l y
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s
Reason Salary Increase(By Step)
I U
Page Element
O A
Value or Status
Salary Plan
l& BASP
na
Grade 001
Step
e r 2
I nt
c l e
8. For the FC<student id> rate code row, verify or enter the following information:
O Rate Code
Seq
FC<student id>
0
Comp Rate 250,000


Currency JPY
Frequency M
Percent Blank

10. Save.


n l y
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Action
Reason Code
LOA
U s
J<student id>
A I
4. Click Add. O
l &
Page Element
n a Value or Status
te
Effective Date
r January 1, 2004
I nStatus
Description
Active
r a
O 6. Save.



Note: The Last Date Worked field is set to September 2, 2004. You may also enter an
4. Save.
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(USA) Modifying Job Data for your Workers

• Perform a step increase using Correct History for a Worker in the United States.
• Process a termination.
Activity Overview
You realized that one of your workers, Ann Delange (1<student id>), was eligible to
move to step 2 in her customer service job on April 1, 2004. You need to correct her job
record to reflect the pay change for the correct date.
After some analysis, you decide you want to add a leave of absence action reason code
for job related stress (J<student id>). Create this code effective January 1, 2004.
On September 3, 2004 you were notified that Joseph Martin (2<student id>) was taking a
leave of absence due to job related stress. His last day worked was September 2, 2004.
A month later you are notified that Joseph Martin (2<student id>) will not be returning to
official day with Computer Testing Research.

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work due to personal reasons. Record his termination so September 30, 2004 is his last
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Performing a Step Increase Using Correct History for a Worker in the

United States

Empl Rcd Nbr 0
3. Click Search.

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Effective Date
Action
April 1, 2004
Pay Rate Change
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Reason
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Salary Increase(By Step)
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Salary Plan
Grade
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001
Step
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c l 7. Access the Compensation page, and click the Default Pay Components button.
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8. For the H<student id> rate code row, verify or enter the following information:
O Page Element
Rate Code
Value or Status
H<student id>
Seq 0
Comp Rate 16.00


Currency USD
Frequency H
Percent Blank

10. Save.


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Action
Reason Code
LOA
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J<student id>
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4. Click Add. O
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Page Element
n a Value or Status
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Effective Date
r January 1, 2004
I nStatus
Description
Active
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O 6. Save.



Note: The Last Date Worked field is set to September 2 2004. You may also enter an
4. Save.
Processing a Termination
To process a termination:

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3. On the Work Location page, insert a row and enter values in the following fields:
U
Page Element
Effective Date
A I Value or Status
October 1, 2004
Action
O Termination
Reason
l & Personal Reasons
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4. Notice that the date last worked appears as September 2, 2004 and the termination
date as September 30, 2004.
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5. Save.
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Lesson 12
(JPN) Managing Organization

Change and Worker Transfers
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(JPN) Managing Organization Change and Worker Transfers Lesson 12
Activity 21: Creating an Organization Plan and Viewing Department

Headcount
1. Create an organization plan.
2. View department headcounts for a business unit.
Slide 254 ______________________________________________________________________________________________________
Activity Overview
Create a new organization plan by supervisor level (P<student id>) that will record
changes to your worker’s job records effective January 1, 2005.
Next, view the department headcount for Business Unit A (BUA<student id>) using your
new organization plan. Add a supervisor level J080 headcount for department 50100.
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Lesson 12 (JPN) Managing Organization Change and Worker Transfers

Creating an Organization Plan
To create an organization plan:
1. Select Workforce Administration, Collective Processes, Mass Organization Change

JPN, Organization Plan.
3. Enter P<student id> for the organization plan, and click Add.

Description Plan by Supervisor Level
Short Description P<student id> Supvr
Organization Date January 1, 2005
Headcount Type Supervisor Level
5. Save.
Viewing Department Headcounts for a Business Unit n l y

To view department headcounts for a business unit:
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JPN, Headcount Plan by Department.
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Organization Plan
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3. Click Search.
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4. Click the Default by Active Departments button.
O Department
Supervisor Level
50100
J080
Headcount 1

6. Save.
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Activity 22: Transferring Entry by Departments and Trees

1. View department staff through the Transfer Entry by Dept component.
2. Perform a transfer by department trees.
3. View transfer candidates.
4. Remove transfer candidates.
Slide 258 ______________________________________________________________________________________________________
Activity Overview
You will first perform a transfer by department by selecting business unit A, department
50300 for your new organization plan (P<student id>). You will transfer employee
3<student id> to department 50100 for reasons of a reorganization effective January 1,
2005.
You have been asked to perform a mass reorganization for business unit JCS01. This
time you will transfer workers using a tree. Using your new organization plan, pull up the
existing department security tree structure for this business unit and transfer your workers
according to the information provided in this table:
<student id> Workers From Department

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Transfer To Department
01 J112
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J111
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02
03
J400
J410
U s J500
J420
04
05
J420
J430
A I J430
J410
06 J500
O J400
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07 J510 J520
08
n a J520 J530
09
10
t e r J530
J710
J510
J720
I
11
12
n J720
J810
J710
J820
cl e13 J820 J830
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14 J830 J810
O Now view the workers on the Transfer Data Maintenance page to confirm your transfers.
After reviewing the transfers, you realize that employee 3<student id> should not have
been included in this transfer process. Delete her row from the table.


Viewing Department Staff through the Transfer Entry by Dept Component
To view department staff through the Transfer Entry by Department component:

JPN, Transfer Entry by Dept.
2. Enter P<student id> as your organization plan and click Search.

Effective Date December 31, 2004
Department 50300
4. Click the Load button.
5. Select the Details tabs to view additional information about your workers.
6. For the EmplID 3<student id> row, select the Proc check boxes.
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7. Clear all the Proc check boxes for your other rows.

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Page Element
U s
Value or Status
Action
Reason
A I Transfer
ROR (Reorganization)
Effective Date
O January 1, 2005
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Department
n a 50100
t e r
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9. Save.
c l e10. On the Future Row column, you should now see the value Exists appear for your
EmplID 3<student id>.
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Performing a Transfer by Department Trees
O To perform a transfer by department trees:

JPN, Transfer Entry with Trees.

2. Enter P<student id> as your organization plan and click Search.
3. In the Selection Criteria to Load Source Structure group box, enter the following
information:

Business Unit JCS01
Tree Node Blank
5. According to your assigned <student id>, use this table to locate the department from
which you will transfer workers (use the navigation on the right to drill down to your
assigned department):
Note. This table provides the navigation path to the workers in your assigned
department. Click the folder icons to expand the departments and view sub-
departments. Do not click the department links.
<student id> Transfer Workers From Department Navigation Path

01
02
J112
J400
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J001, J100, J110, J112
J001, J300, J400
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03 J410
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J001, J300, J400, J410
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04
05
J420
J430
U s J001, J300, J400, J420
J001, J300, J400, J430
06
07
J500
J510
A I J001, J300, J500
J001, J300, J500, J510
08 J520
O J001, J300, J500, J520
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09 J530 J001, J300, J500, J530
10 J710
n a J001, J700, J710

11
12
t e r
J720
J810
J001, J700, J720
J001, J800, J810
I 13
n J820 J001, J800, J820
e
14 J830 J001, J800, J830
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r a 6. Click the department link for your assigned department to load the workers.
O 7. The EmplIDs should appear in the group box directly below the trees display.
8. Select the Details tabs to view additional information about your workers.

9. In the Change the Following Fields group box on the right-hand side of the top of the
page, enter the following information:

Action Transfer
Reason ROR (Reorganization)
10. In the Selection Criteria to Load Target Structure group box, enter the following
information:

Business Unit JCS01
Tree Node Blank
12. According to your assigned student id, use this table to locate the department to
which you will transfer your workers (use the navigation on the right to drill down to
your assigned department):
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Note. This table provides the navigation path to the workers in your assigned transfer
to department. Click the folder icons to expand the departments and view sub-
departments. Do not click the department links.
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Student id
01 J111
A I
Transfer Workers To Department Navigation Path
J001, J100, J110, J111
02 J500
O J001, J300, J500
03
04
J420
J430
l & J001, J300, J400, J420
J001, J300, J400, J430
05
n J410 a J001, J300, J400, J410
06
te r J400 J001, J300, J400
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07
08
J520
J530
J001, J300, J500, J520
J001, J300, J500, J530
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r a 10
11
J720
J710
J001, J700, J720
J001, J700, J710
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13
J820
J830
J001, J800, J820
J001, J800, J830
14 J810 J001, J800, J810

13. Click the department link to which you have been assigned to transfer your workers
to.
The workers should now appear under the tree node you just clicked.
14. Save.
Viewing Transfer Candidates
To view transfer candidates:

JPN, Transfer Data Maintenance.
2. View the worker candidates for organization plan P<student id>.
3. You should see employee 3<student id> and your other workers you transferred
through the Transfer Entry with Trees component.
Removing Transfer Candidates
To remove transfer candidates:

3. Delete the row for employee 3<student id>. n l y

4. Save.
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Activity 23: Defining Tamatsuki

1. Identify tamatsuki transfer candidates.
2. Perform a tamatsuki transfer.
3. Run the Tamatsuki to Transfer Record process.
4. View transfer candidates.
Slide 264 ______________________________________________________________________________________________________
Activity Overview
You know that employees 2<student id> and 3<student id> are candidates for tamatsuki
transfer. Enter them in the system as such.
After you have identified your candidates, create a new post in department 50100 for
business unit A. The new post will be for a supervisor level of J080. Employee 3<student
id>should be put in this new post, while employee 2<student id> should fill the position
in department 50300 for the newly vacated post. For now you will close the post in
department 50200.
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Now that the posts have been filled, you need to load this tamatsuki information to the
n
transfer record. Check to make sure your process has run successfully and there were
now errors in the load.
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Verify theses two new people have been loaded into the Transfer Maintenance Data
record.
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Identifying Tamatsuki Transfer Candidates
To perform a transfer by department trees:

JPN, Tamatsuki Transfer Candidates.
2. Access the organization plan P<student id>.
3. Enter the following information, inserting a row for the second candidate:

4. Save.
Performing a Tamatsuki Transfer
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JPN, Tamatsuki Transfer Entry.
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Your tamatsuki candidates should appear below.
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3. Highlight Dept and select the Hidden check box.
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2. On the Post List scroll area header, click the Customize link to customize the page.
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4. Highlight Name under the Incumbent EmplID and select the Hidden check box.
5. Click OK.
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The Post List scroll area group box should now reflect the changes.
n a
6. In the Post List scroll area group box, enter the following information:
te
Page Elementr Value or Status
In
DeptID 50100
c l e Supervisor Level J080
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O 7. In the Unassigned Candidates group box, click the Select button for EmplID
3<student id>.
8. Click the Assign button for the new post you just created.

9. In the Unassigned Candidates group box, click the Select button for EmplID
2<student id>.
10. Click the Assign button for the post in department 50300, which was just vacated by
worker 3<student id>.
11. Change the recently evacuated post for sales (50200) to Close Post.
12. Save.
Running the Tamatsuki to Transfer Record Process

JPN, Tamatsuki to Transfer Record.
2. Enter the run control run<student id>, and click Search.

Organization Plan P<student id>
Action Transfer
Reason ROR
4. Click Run.
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5. On the Process Scheduler Request page, click OK.
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6. Note the Process Instance number under the Run button ______.
7. Select the Process Monitor link to view the status of your process.
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8. When it has run successfully, click the Details link for your instance.
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9. On the Process Details page, click the Message Log link to check if there are any
error messages.
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Viewing Transfer Candidates
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To view transfer candidates:
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3. You should see employees 3<student id> and 2<student id> that were loaded from
the Tamatsuki to Transfer Record process and your other workers you transferred
O through the Transfer Entry with Trees component.
4. Make sure you delete any blank rows and save.

Lesson 13
Tracking Additional Human

Resources Business Process Data
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Tracking Additional Human Resources Business Process Data Lesson 13
Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
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O ______________________________________________________________________
______________________________________________________________________

Lesson 14
Course Review
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Course Review Lesson 14
Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
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______________________________________________________________________
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cle ______________________________________________________________________
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Human Resources

U.S. GOVERNMENT RIGHTS

Preface Human Resources..............................................................................................................v

Lesson 1 Course Overview ...............................................................................................................1

Lesson 2 Business Process Overview ...............................................................................................3

Lesson 3 Setting Up Core Foundation Tables Related to Installation Settings

Lesson 4 Setting Up Core Foundation Tables Related to Business Units and

r a Activity 10: Setting Up a Japanese Salary Plan ..........................................................62

PeopleSoft Proprietary and Confidential iii

Lesson 9 Administering Security ...................................................................................................79

Lesson 10 Adding People in the PeopleSoft System .......................................................................87

Lesson 11 Maintaining Person and Job Data ...............................................................................141

Lesson 12 (JPN) Managing Organization Change and Worker Transfers ...............................179

iv PeopleSoft Proprietary and Confidential

Typographical Conventions and Visual Cues

• Country, region, and industry identifiers.

literally in the function call.

n a while you press the W key.

I n are used differently from their intended meanings.

r a { } (curly braces) Indicate a choice between two options in PeopleCode syntax.

O [ ] (square brackets) Indicate optional items in PeopleCode syntax.

PeopleSoft Proprietary and Confidential v

Typographical Convention Description

Note. Example of a note.

Important! Example of an important note.

r a Information that applies only to a specific country or region is preceded by a standard

Example of a country-specific heading: “(FRA) Adding a Person”

Example of a region-specific heading: “(Latin America) Setting Up Depreciation”

vi PeopleSoft Proprietary and Confidential

• GBR (Great Britain)

USA (United States)

• CAD (Canadian dollar)

PeopleSoft Proprietary and Confidential vii

• JPY (Japanese yen)

• USD (U.S. dollar)

Related Documentation and Resources

See PeopleSoft Customer Connection, http://www.peoplesoft.com/corp/en/login.jsp.

O Upgrade Documentation and Software, Release

viii PeopleSoft Proprietary and Confidential

PeopleSoft Proprietary and Confidential 1

2 PeopleSoft Proprietary and Confidential

Business Process Overview

PeopleSoft Proprietary and Confidential 3

4 PeopleSoft Proprietary and Confidential

Setting Up Core Foundation

PeopleSoft Proprietary and Confidential 5

Activity 1: Creating a Company

6 PeopleSoft Proprietary and Confidential

(FRA) Creating a Company

• Create a French company.

• Enter phone information.

• Define the FTE decimal amount.

PeopleSoft Proprietary and Confidential 7

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Creating a French Company

1. Select Set Up HRMS, Foundation Tables, Organization, Company.

2. Click Add a New Value.

3. Enter C<student id> as the company code, and click Add.

4. Enter the following information:

Page Element Value or Status

Entering Phone Information n l y

O FTE Decimal Precision 2