D41460 PDF

Introduction to PeopleSoft for
HRMS
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 Introduction to PeopleSoft for HRMS.............................................................................v

Typographical Conventions and Visual Cues .....................................................................v
Related Documentation and Resources ............................................................................ vii
Lesson 1 Course Overview ...............................................................................................................1
Lesson 2 Business Process Overview ...............................................................................................3
Lesson 3 Navigating Through the PeopleSoft System....................................................................5

Activity 1: Navigating and Searching in PeopleSoft .......................................................6
Activity 2: Inserting a Row..............................................................................................9
Activity 3: Adding a Favorite ........................................................................................11
Lesson 4 Understanding the System Structure ............................................................................13

Activity 4: Working With Action Types .......................................................................14
Activity 5: Effective Dating...........................................................................................16
Activity 6: Working With Action Types II....................................................................19
Lesson 5
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Working With Tables......................................................................................................23
Activity 7: Using Control Table Values to Update a Transaction .................................24
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Activity 8: Changing Your Business Unit Value...........................................................26
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Lesson 6
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Running Human Resources Processes and Reports.....................................................31
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Activity 9: Process and View a Birthday Report ...........................................................32
Lesson 7
Activity 10: A I
Using Group Build ..........................................................................................................35
Defining Group Criteria and Creating a Group Profile and Definition...36
Activity 11: O
Assigning Security for a Group...............................................................39
Activity 12:
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Using a Group in Working with Transactional Data...............................41
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Lesson 8
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Course Review .................................................................................................................43
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PeopleSoft Proprietary and Confidential iii

Introduction to PeopleSoft for HRMS Contents
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iv PeopleSoft Proprietary and Confidential

Preface
Introduction to PeopleSoft for

HRMS
Typographical Conventions and Visual Cues

This section discusses:
• Typographical conventions.
• Visual cues.
• Country identifiers.
Typographical Conventions
This table contains the typographical conventions that are used in this guide:
Typographical Convention Description
n l y
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Indicates PeopleCode function names, method names, language
Bold
constructs, and PeopleCode reserved words that must be included
Italics
literally in the function call.
s e
Indicates field values, emphasis, and PeopleSoft or other book-
I U
length publication titles. In PeopleCode syntax, italic items are
placeholders for arguments that your program must supply.
O A
We also use italics when we refer to words as words or letters as
letters, as in the following: Enter the letter O.
KEY+KEY
l & Indicates a key combination action. For example, a plus sign (+)
between keys means that you must hold down the first key while
n a you press the second key. For ALT+W, hold down the ALT key
while you press the W key.
Monospace font
te r Indicates a PeopleCode program or other code example.
I n
“ ” (quotation marks) Indicate lesson and chapter titles in cross-references and words that
are used differently from their intended meanings.
c l e
. . . (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

Introduction to PeopleSoft for HRMS 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.
y
Warning! Example of a warning.
e O
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
O
as PeopleBooks, that are pertinent to the immediately preceding documentation.
Example:
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Example of cross-reference to a PeopleBook
I n
Country Identifiers
c l e
r a Information that applies only to a specific country, is preceded by a standard identifier in
parentheses. This identifier typically appears at the beginning of a section heading, but it
O may also appear at the beginning of a note or other text.
Example of a country-specific heading: “(FRA) Hiring an Employee”
vi PeopleSoft Proprietary and Confidential

Preface Introduction to PeopleSoft for HRMS
Country Identifiers
Countries are identified with the International Organization for Standardization (ISO)
country code. The following country identifiers appear in this guide:
• (AUS) Australia
• (CAN) Canada
• DEU (Germany)
• (FRA) France
• (MSY) (Malaysia)
• (SGP) (Singapore)
• (USA) United States
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.
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The following resources are located on the PeopleSoft Customer Connection website:
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Resource Navigation
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Application maintenance information
s
Updates + Fixes
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Business process diagrams
Hardware and software requirements
A I
Support, Documentation, Business Process Maps
Implement, Optimize + Upgrade, Implementation
Guide, Implementation Documentation and
O Software, Hardware and Software Requirements
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Installation guides Implement, Optimize + Upgrade, Implementation
Guide, Implementation Documentation and
n a Software, Installation Guides and Notes
t e r
Interactive Services Repository
PeopleBook documentation updates
Interactive Services Repository
Support, Documentation, Documentation Updates
e In
PeopleSoft support policy Support, Support Policy
c l Product release roadmap

Release notes
Support, Roadmaps + Schedules
Implement, Optimize + Upgrade, Upgrade Guide,
r a Upgrade Documentation and Software, Release

Notes
O Troubleshooting information
Upgrade documentation
Support, Troubleshooting
Implement, Optimize + Upgrade, Upgrade Guide
PeopleSoft Proprietary and Confidential vii

Introduction to PeopleSoft for HRMS Preface
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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2 PeopleSoft Proprietary and Confidential

Lesson 2
Business Process Overview

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Business Process Overview Lesson 2
Notes
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Lesson 3
Navigating Through the

PeopleSoft System
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Navigating Through the PeopleSoft System Lesson 3
Activity 1: Navigating and Searching in PeopleSoft

In this activity, you will review the activity overview and use learn how to navigate and
search in PeopleSoft applications.
Slide 43 _______________________________________________________________________________________________________
Activity Overview
You will use your navigation and search skills to answer the following questions.
Navigate to the Job Code table and answer the following questions:
Question Answer
How many job codes have descriptions that start
with the word Consultant?
How many job codes have descriptions that include
the word Consultant?
Navigate to the Department table and answer the following question:
Question Answer
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How many departments make up the company
named Global Business Institute (GBI)?
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A manager called to get job data information for an employee. When you took the
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message, however, you weren’t certain if the name was Mike Keily or Keiley Mike.
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Navigate to the Job Data Component and answer the following questions:
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Question
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Name at least two methods you could use to find out
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What is the first name of this person?
What would happen if you entered Mi in the Name
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field?
If you suspected the first name was Micheal, how
r a would you pull up all the employees with Micheal as

a first name?
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Finally, retrieve Douglas Lewis’ personal information record.

Lesson 3 Navigating Through the PeopleSoft System
Important! The classroom workstations are set up to replicate a real business

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.
Note. Use PS/PS for the username and password in this activity.
Activity Detailed Steps

Perform the detailed steps to complete the activity.
Navigating and Searching In PeopleSoft
To navigate to the Job Code table:
1. Select Set Up HRMS, Foundation Tables, Job Attributes, Job Code Table
2. The setID field will default as SHARE.
3. Answer the following questions:
Question Answer
How many job codes have descriptions that start
with the word Consultant?
How many job codes have descriptions that include
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the word Consultant?
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To navigate to the Department table:
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1. Select Set Up HRMS, Foundation Tables, Organization, Departments
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2. The setID field will default as SHARE.
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3. Answer these questions:
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How many departments make up the company
named Global Business Institute (GBI)?
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A manager called to get job data information for an employee. When you took the
r a message, however, you weren’t certain if the name was Mike Keily or Keiley Mike.
O To navigate to the Job Data Component:
1. Select Workforce Administration, Job Information, Job Data
2. Answer these questions:

Question Answer
Name at least two methods you could use to find out
this information.
What is the first name of this person?
What would happen if you entered Mi in the Name
field?
If you suspected the first name was Micheal, how
would you pull up all the employees with Micheal as
a first name?
Retrieve Douglas Lewis’ personal information record.
To navigate to the Personal Information component:
1. Select Workforce Administration, Personal Information, Biographical, Modify a

Person
2. Enter any amount of search criteria.
Scroll through the Search Results list to find the appropriate row of data and click the link
to open the page for the data row.
This concludes the activity. Please do not continue.
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Activity 2: Inserting a Row

In this activity, you will review the activity overview and insert a row on a record.
Slide 50 _______________________________________________________________________________________________________
Activity Overview
In this activity, you will insert a row on the Emergency Contact page and add yourself as
an emergency contact. Use the following table to update emergency contact information
for the employee assigned to your <studentID>:
Student Identifier Name EmplID

01 Rebekah Jones K0G001
02 Issac Nichta K0G002
03 Darlene Bergsten K0G003
04 Beatrice Test K0G004
05 Ginger Buckalew K0G005
06 Leo Puddephatt K0G006
07
08
Marilyn Drake
Clare Justin
K0G007
K0G008
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Carlton Hunsberger
Debroah Bickham
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K0G010
11 Joseph Sanders
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13 Gerard Miller
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Francis Beggenbower K0G012
K0G013
14
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Joseph Meyer K0G014
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15 Robert Leigh K0G015
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Note. You are completing this course in a shared database; therefore your instructor will
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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 you are
c l 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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Inserting a Row
To add yourself as an emergency contact for an employee:
1. Select Workforce Administration, Personal Information, Personal Relationships,

Emergency Contact
2. Enter search criteria to access the Emergency Contact page using the employee
assigned to your <studentID> in the following table:
Student Identifier Name EmplID

01 Rebekah Jones K0G001
02 Issac Nichta K0G002
03 Darlene Bergsten K0G003
04 Beatrice Test K0G004
05 Ginger Buckalew K0G005
06 Leo Puddephatt K0G006
07 Marilyn Drake K0G007
08
09
Clare Justin
Carlton Hunsberger
K0G008
K0G009
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10
11
Debroah Bickham
Joseph Sanders
e OK0G010
K0G011
12
13
Francis Beggenbower
Gerard Miller
U s K0G012
K0G013
14 Joseph Meyer
A I K0G014
15
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Robert Leigh K0G015
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3. Insert a row and add yourself as an emergency contact.
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4. Include your home and business phone numbers.
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5. Click the Save button.
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Activity 3: Adding a Favorite

In this activity, you will review the activity overview and add the Update Personal Data
page to your Favorites.
Slide 54 _______________________________________________________________________________________________________
Activity Overview
In this activity, you will add the Modify a Person page to the favorites list with a unique
description.

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Adding a Favorite
To add the Modify a Person page to favorites:
1. Select Workforce Administration, Personal Information, Biographical, Modify a

Person
2. Click the Add to Favorites link in the Universal Navigation header to create a
bookmark.
3. Enter a unique description for the favorite (the page name will be the default).
4. Click the Ok button.
5. The favorite is saved and displayed in the My Favorites folder.
6. Open the My Favorites folder to see the link to the Modify a Person page that you
just created.
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Lesson 4
Understanding the System

Structure
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Understanding the System Structure Lesson 4
Activity 4: Working With Action Types

In this activity, you will review the activity overview and:
1. List and define types of effective dated rows.
2. Identify how action types relate to effective dated rows of information.
Slide 68 _______________________________________________________________________________________________________
Activity Overview
In this activity, you will use the following table to list and define effective dated rows and
identify how the action types relate to the effective dated rows of information:
Categories/Types # of rows Update/Display Include History Correct History

of Rows
View Change View Change View Change
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Lesson 4 Understanding the System Structure

Working With Action Types
To complete the following chart:
1. List and define the effective dated rows.
2. Identify how each action type relates to effective dated rows of information
Categories/Types # of rows Update/Display Include History Correct History

of Rows
View Change View Change View Change
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Activity 5: Effective Dating

In this activity, you will review the activity overview and answer questions about:
1. Identifying the correct effective date category.
2. Adding a new job code.
Slide 69 _______________________________________________________________________________________________________
Activity Overview
In this activity, you will identify the correct type or category (history, current, future) of
the effective-dated rows in the table. You will also determine why you could not add the
new job code and the resolve the issue.
Assume today is January 1, 2001. Identify the correct type or category (history, current,
future) of the effective dated rows in the table below and assume these different effective
dates are for the same record.
Use the following table to identify the category (history, current and future) in which
each date occurs:
Effective Date
March 4, 2002
Category
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January 2, 2001
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September 1, 2000
January 1, 1997
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You want to add a new job code, 1404, for a Human Resources Consultant. You’ve just
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received approval for this job to start one month from today. You must enter it into the
system with that effective date. You have found an excellent candidate to fill the job
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much more quickly than you had expected, and you try to hire this employee to start two
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weeks from today.
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Answer these questions:
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When you go to hire this person into the system, you
are unable to find the new job code. Why?
r a What could you do in this situation?


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Identifying the Correct Effective Date Category
Assume today is January 1, 2001. Identify the correct type or category (history, current,
future) of the effective dated rows in the table below and assume these different effective
dates are for the same record.
Use the following table to identify the category (history, current and future) in which
each date occurs:
Effective Date Category

March 4, 2002
January 2, 2001
September 1, 2000
January 1, 1997
Adding a New Job Code
You want to add a new job code, 1404, for a Human Resources Consultant. You’ve just
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received approval for this job to start one month from today. You must enter it into the
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system with that effective date. You have found an excellent candidate to fill the job
much more quickly than you had expected, and you try to hire this employee to start two
weeks from today.
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Answer these questions:
Question
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Answer
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When you go to hire this person into the system, you
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are unable to find the new job code. Why?
What could you do in this situation?
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Activity 6: Working With Action Types II

In this activity, you will review the activity overview and update a job code.
Slide 70 _______________________________________________________________________________________________________
Activity Overview
In this activity, you will navigate to the Job Code Table using the job code assigned to
your <student id> (setID SHARE), and change the job function code to HRS effective
January 1, 2003. Then, you will confirm your entry by going back in to the Job Code
Table and answer the following question:
Question Answer
How many rows display in the scroll area?
Use the Include History action type and answer the following question:
Question Answer
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Next, access the row with the effective date of January 1, 2003, change the standard
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hours to 30 hours per week, and answer the following questions:
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Question
Were you able to change the standard hours?
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Answer
What message did you receive?

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Finally, access the row with the effective date of January 1, 2003 using the Correct
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History action type and change the standard hours to 30 hours per week. Answer the
following question:
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Question Answer
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Were you successful?
r a Use the following table to update emergency contact information for the employee
O assigned to your <student id>:
Student Identifier Job Code

01 120000

02 120005
03 120010
04 120020
05 130020
06 130025
07 130030
08 140005
09 140010
10 140015
11 140020
12 140025
13 140030
14 140035
15 140040

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Update a Job Code
To update the Job Code effective as of January 1, 2003:
1. Select Set Up HRMS, Foundation Tables, Job Attributes, Job Code Table
2. Enter SHARE in the SetID field.
3. Locate the job code assigned to your <student id> in the following table and enter it
in the Job Code field:
Student Identifier Job Code

01 120000
02 120005
03 120010
04 120020
05 130020
06 130025
07
08
130030
140005
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140010
140015
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11 140020
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140025
140030
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14 140035
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15
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4. Click the Search button to access the record.
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5. Insert a row.
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6. Enter an effective date of January 1, 2003.
7. Enter HRS in the Job Function Code field.
r a 8. Press the Tab key to tab out of the field.
O 9. Save your data.
10. Exit the Job Code Table component by clicking the Return to Search button.

11. Confirm your entry by selecting the same job code assigned to your <student id>
(SetID: SHARE) in the default mode of Update/Display.
12. Answer the following question:
Question Answer
13. Click the Include History button.
Question Answer
As of January 1, 2003, the standard hours for this job code should have also been 30
hours per week. To make this change:
15. Access the row with the effective date of January 1, 2003.
16. Change the standard hours to 30 hours per week.

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Were you able to change the standard hours?
What message did you receive?
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18. Click the OK button below the message. O
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19. Click the Correct History button.
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20. Once again, access the row with the effective date of January 1, 2003.
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21. Change the standard hours to 30 hours per week.
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O ra Question
Were you successful?
Answer

Lesson 5
Working With Tables
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Working with Tables Lesson 5
Activity 7: Using Control Table Values to Update a Transaction

• Enter data on a transaction table.
• View available values from a control table.
Slide 81 _______________________________________________________________________________________________________
Activity Overview
In this activity you will navigate to the Job Data component to transfer Cynthia Rodgers,
(EmplID KC0003) to the Public Affairs department with an effective date of January 1,
2002. Cynthia’s transfer to the Public Affairs department is considered an Intercompany
transfer.

Important! Do not click the Save button.

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Lesson 5 Working with Tables

Using Control Table Values to Update a Transaction
Navigate to the Job Data component to transfer Cynthia Rodgers to the Public Affairs
department.
To enter data on a transaction table and view available values from a control table:
2. Enter KC0003 in the EmplID field
3. Click the Search button.
4. Insert a row that is effective on January 1, 2002.
5. Click the OK button below the date out of range warning.
6. Select Transfer from the Action field drop-down list.
7. Select Intercompany Transfer from the Reason field drop down list.
8. Click the Department field Lookup button.
9. Select Public Affairs from the Search Results list.

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10. Press the Tab key to tab out of the field.
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11. Do not save your transaction.

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Activity 8: Changing Your Business Unit Value

In this activity, you will review the activity overview and change the business unit on an
employee’s job record.
Slide 88 _______________________________________________________________________________________________________
Activity Overview
When you click a prompt button that is associated with a field, the system provides a
Lookup page to search for valid values from the corresponding table.
In this activity, you will retrieve the job record for Cynthia Rogers (employee number
KC0003) and answer the following questions:
Question Answer
Which business unit does Cynthia belong to?
How do you determine which locations are valid
within the Business Unit (CAN01)?
Which setID ties these valid locations to the business
unit of CAN01?
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code to KCBC00 and answer the following question:
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Then insert a row using the default effective date (today’s date). Change her location
Question Answer
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What happens when you change the location code to
KCBC00?
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Now, change the Business Unit to FRA01 (France) and answer the following questions:
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Question
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What message do you receive when you tabbed out
Answer
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of the Business Unit field?
Which Locations are valid for this Business Unit?
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Important! Do not to click the Save button.
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Changing Your Business Unit Value
To change the Business Unit on a worker’s job record:
2. Retrieve the job record for employee KC0003.
Question Answer
Which business unit does Cynthia belong to?
How do you determine which locations are valid
within the Business Unit (CAN01)?
Which setID ties these valid locations to the business
unit of CAN01?
4. Insert a row and use the default effective date (today’s date).
5. Change the location code to KCBC00.

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What happens when you change the location code to
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KCBC00?
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7. Change the location code back to KCSK00.
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8. Now, change the Business Unit to FRA01 (France).
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What message do you receive when you tabbed out
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of the Business Unit field?
Which Locations are valid for this Business Unit?
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11. Do not save your transaction.

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Notes
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Lesson 6
Running Human Resources

Processes and Reports
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Running Human Resources Processes and Reports Lesson 6
Activity 9: Process and View a Birthday Report

In this activity you will review the activity overview and:
1. Create a run control ID.
2. Enter parameters.
3. Select the process to run using the process scheduler.
4. View the report.
Slide 102 ______________________________________________________________________________________________________
Activity Overview
In this activity, you will run the Birthday report using Process Scheduler. Use
Bday<student ID> as the run control ID. This process will produce a list of employee
birthdays to view. Select PSNT as the server and accept all of the default values on the
Process Scheduler Request page.
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Process and View a Birthday Report
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To navigate to the Birthdays report and create a run control ID:
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1. Select Workforce Administration, Personal Information, Biographical, Birthdays
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2. Select Add a New Value.
O ra 3. Enter Bday<student ID> as your run control ID.
4. Click the Add button.
5. Click the Run button.

Lesson 6 Running Human Resources Processes and Reports
6. After you have added a run control ID, you will enter parameters. Some reports or
processes do not require parameters.
7. Enter the following information on the Process Scheduler Request page to select and
run the process:
Page Element Value or Status

Server Name PSNT
Run Date Default
Recurrence Default
Run Time Default
Time Zones Default
8. Click the OK button.
9. Record the Process Instance number.
10. Select the Process Monitor link when the system returns the Report Parameters page.
When you initially submit your job, it might have a run status of Queued or Initiated.
Select the Refresh button to initiate a screen refresh that will displays the current
status of your submitted job. When the job completes, you should see a run status of
Success.
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12. Click the View Log/Trace link on the Process Details page.
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13. Click the PER002 xxx.PDF link to view your report. (xxx is the Process Instance
Results:
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The following graphic is an example of a Birthdays report:
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Running Human Resources Processes and Reports Lesson 6
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Lesson 7
Using Group Build
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Using Group Build Lesson 7
Activity 10: Defining Group Criteria and Creating a Group Profile and
Definition
1. Define group criteria.
2. Enter a group profile and definition.
Slide 115 ______________________________________________________________________________________________________
Activity Overview
In this activity, you will create a group that includes only those workers who are in
Department 1000.
Go to the Group Criteria page to create group criteria and use DEP<student id> as the
Group Criteria ID. Then create a group profile and definition in the Group Definition
table. Use HR DEPT<student id> as the Group ID and use the Group Criteria ID that you
previously created. Enter the following comment: Group Build for HR Department
10000. Be sure to save the group definition.
Use the Launch Count button to view the Count Result field to see how many workers
will be contained in your group, and then use the Visualize button to preview your group
results.
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Lesson 7 Using Group Build

Defining Group Criteria and Creating a Group Profile and Definition
Create a group that includes only those workers who are in Department 1000:
To navigate to the Group Criteria Table:
1. Select Set Up HRMS, Common Definitions, Group Build, Group Criteria
2. Select Add a New Value.
3. Enter DEP<student id> in the Group Criteria ID field.
5. Enter the following information on the Group Criteria page:

Description Criteria based on Dept ID
Short Description Dept ID
Record Job
Field Name DEPTID
Field Label
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Department (will automatically default in)
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Navigate to the Group Definition table to create a group profile and definition:
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1. Select Set Up HRMS, Common Definitions, Group Build, Group Build - Group
2. Select Add a New Value. O

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3. Enter HR DEPT<student id> in the Group ID field.
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5. Enter an effective date of January 1, 2002 on the Group Profile page.
I n6. Enter the ID created previously, DEP<student id> as the Group Criteria ID.
c l e 7. Enter a description.
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O 9. In the Values section, enter SHARE as the setID.
10. Select 10000 in the Value field.

12. Click the Comments link.
13. Enter Group Build for HR Department 10000 in the Comment field.
14. Click the OK button.
16. Click the Launch Count button and view the Count Result field to see how many
workers will be contained in your group.
17. Click the Group Visualize button to preview your group results.
Results
The following graphic is a sample of the Group Result page:
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Group Results page
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Activity 11: Assigning Security for a Group

In this activity, you will review the activity overview and assign security by group.
Slide 119 ______________________________________________________________________________________________________
Activity Overview
In this activity, you will assign security by group. First, go to the Group Definition page
and attempt to access the group by entering the group ID you created in the previous
activity. You will receive the following message: No matching values were found
because you do not have security access to this group.
To gain security access to the group, go to the Security by Group table and assign
security to your group by entering the following information and be sure to save your
work:

Group ID HR DEPT<student id>
Effective Date January 1, 2002
Status Active
User ID PS
Component Names
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Default (select the Default button)
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Then try opening the Group Profile page to view your group definition again.
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Assigning Security for a Group
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To assign security to your group using the Security by Group method:
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2. Select Set Up HRMS, Common Definitions, Group Build, Group Build-Group

Definition

3. Attempt to access the group you created in the previous activity by entering HR
DEPT<student id>.
4. You will receive the following message: No matching values were found. The
reason you received this message is because you do not have security access to
this group.
To navigate to the Security by Group table and assign security to your group:
1. Select Set Up HRMS, Common Definitions, Group Build, Security by Group.
2. Enter the following information:

Group ID HR DEPT<student id>
Effective Date January 1, 2002
Status Active
User ID PS
Component Names Default (select the Default button)
4. Try opening the Group Profile page to view the HR DEPT<student id> group
definition again.
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1. Select Set Up HRMS, Common Definitions, Group Build, Group Build-Group
Definition.
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Activity 12: Using a Group in Working with Transactional Data

In this activity, you will review the activity overview and use a group to enroll students in
a course.
Slide 121 ______________________________________________________________________________________________________
Activity Overview
You have been asked to enroll all the people in the Human Resource department in a
Project Management class. Access Group Enrollment in the Administer Training business
process and use your newly created group to simplify this enrollment process.
Answer the following question:
Question Answer
Did all of your group members get enrolled into
course K012?

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Important! Do not click the Save button.

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Using a Group in Working with Transactional Data

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To use a group to enroll students in a course, navigate to the Enroll Group component:
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1. Select Enterprise Learning, Student Enrollment, Enroll by Group
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Page Element
Group ID
Value or Status
HR DEPT<student id>
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3. Press the Tab key to tab out of the field.

4. Click the Load Students button to enroll the people in your group into the
specified course.
5. Do not save, so that everyone is able to load students into this course.
Question Answer
Did all of your group members get enrolled into
course K012?
Results
The following graphic is a sample of the group enrollment results:
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Lesson 8
Course Review
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Course Review Lesson 8
Notes
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Introduction to PeopleSoft for

U.S. GOVERNMENT RIGHTS

Preface Introduction to PeopleSoft for HRMS.............................................................................v

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

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

Lesson 3 Navigating Through the PeopleSoft System....................................................................5

Lesson 4 Understanding the System Structure ............................................................................13

PeopleSoft Proprietary and Confidential iii

iv PeopleSoft Proprietary and Confidential

Introduction to PeopleSoft for

Typographical Conventions and Visual Cues

Typographical Convention Description

te r Indicates a PeopleCode program or other code example.

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.

O may also appear at the beginning of a note or other text.

Example of a country-specific heading: “(FRA) Hiring an Employee”

vi PeopleSoft Proprietary and Confidential

• (USA) United States

Related Documentation and Resources

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

O Software, Hardware and Software Requirements

n a Software, Installation Guides and Notes

c l Product release roadmap

r a Upgrade Documentation and Software, Release

PeopleSoft Proprietary and Confidential vii

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

Navigating Through the

PeopleSoft Proprietary and Confidential 5

Activity 1: Navigating and Searching in PeopleSoft

Navigate to the Department table and answer the following question:

r a would you pull up all the employees with Micheal as

6 PeopleSoft Proprietary and Confidential

Important! The classroom workstations are set up to replicate a real business

Activity Detailed Steps

Navigating and Searching In PeopleSoft

To navigate to the Job Code table:

2. The setID field will default as SHARE.

3. Answer the following questions:

O To navigate to the Job Data Component:

1. Select Workforce Administration, Job Information, Job Data

2. Answer these questions:

PeopleSoft Proprietary and Confidential 7

Retrieve Douglas Lewis’ personal information record.

To navigate to the Personal Information component:

1. Select Workforce Administration, Personal Information, Biographical, Modify a

2. Enter any amount of search criteria.

This concludes the activity. Please do not continue.

8 PeopleSoft Proprietary and Confidential

Activity 2: Inserting a Row

Student Identifier Name EmplID

PeopleSoft Proprietary and Confidential 9

Activity Detailed Steps

To add yourself as an emergency contact for an employee: