D41114 PDF 101 125

Lesson 4 Setting Up Core Foundation Tables Related to Business Units and TableSet Sharing
Review
In this lesson, you learned that:
• Companies, business units and setIDs need to be established prior to defining your
user and business unit defaults.
• A business unit is a way of tracking specific business information for reporting and
roll-up data collection. SetIDs are the key to linking your business units to your
record control groups.
• The Org Defaults by Permission Lst component is where you establish defaults for a
permission list that is associated with a user. The Business Unit Options Defaults
component is where you establish defaults for a business unit and is based on the
setID associated with the business unit for record group HR_06.
• The Org Defaults by Permission Lst and the Business Unit Options Defaults
components enable users to set up defaults that appear throughout the Human
Resources system.
Slide 74 _______________________________________________________________________________________________________
Student Notes
n l y
Additional Resources
e O
This table lists additional resources that provide more details about the topics that we
have discussed in this lesson:
U s
Topic
Business units, setIDs, and
Cross-Reference
A I
PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook,
tableset controls
O
“Working with System Data Regulation in HRMS”
Record groups and tablesets
&
Enterprise PeopleTools 8.45 PeopleBook: PeopleSoft Application Designer,
l
“Planning Records, Control Tables, and TableSets”
n a Enterprise PeopleTools 8.45 PeopleBook: System and Server Administration,
te r “Using PeopleTools Utilities”
I n
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PeopleSoft Proprietary and Confidential 91

Setting Up Core Foundation Tables Related to Business Units and TableSet Sharing Lesson 4
Notes
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92 PeopleSoft Proprietary and Confidential

Lesson 5
Setting Up Core Foundation

Tables Related to Establishments,
Locations, and Departments
Objectives
By the end of this lesson, you will be able to:
• Define the Human Resources foundation table sequence.
• Set up the Establishment table.
• Set up the Location table.
•
Set up the Department table.
Identify implementation and worker-level default options. n l y

e O
Slide 76 _______________________________________________________________________________________________________
U s
Student Notes
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Setting Up Core Foundation Tables Related to Establishments, Locations, and Departments Lesson 5
Defining the Human Resource Foundation Table Sequence
Human Resources Foundation Tables

We will discuss the foundation table components in the third column of this diagram:
Intallation and Business Unit Establishment, Compensation Job and Pay

Company and TableSet Location, and Group
Sharing Department
Installation Establishment Comp Rate **

Business Unit Job Code Table
Table (not required by all) Code tables
** ** (JPN) Education **
(JPN) Supervisor
Company TableSet IDs Location
tables Levels
Salary Plan and**

(CHE and JPN) **
Postal Code and TableSet Control Department Pay Group Table
Salary Grades
Country
Business Unit **
Options Defaults
n l y
Org Defaults by
Permission Lst
e O
U s
Slide 77 _______________________________________________________________________________________________________
A I
Student Notes
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l
Human Resources Foundation Tables &
n a
This diagram shows the core foundation table sequence and the components in the system
te r
that you would access to set up these human resource tables. We will discuss the
components in the third column in this lesson.
I n
Note. The ** in the diagram signifies that SetID is a high-level key on this table.
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Lesson 5 Setting Up Core Foundation Tables Related to Establishments, Locations, and Departments
Setting Up the Establishment Table
Setting Up Establishment IDs

An establishment is not necessarily a single building or location; it could be an entire
industrial or office complex, but it is usually a physical place for which information is
reported as a consolidated unit.
The Establishment Table is:
• Used to define distinct reporting places of business (establishments) within an

organization. It defines theoretical grouping of workers strictly for reporting
purposes.
• Not required by all countries. The establishment may serve different purposes,
depending upon the country.
Slide 78 _______________________________________________________________________________________________________
Student Notes
Pages Used to Set Up Establishment IDs

n l y
Page Name
Establishment Address
Navigation
e O
Set Up HRMS, Foundation Tables, Organization, Establishment
Phone Numbers
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Set Up HRMS, Foundation Tables, Organization, Establishment
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• Use this page to enter establishment address information:
Establishment Address page
• Use this page to enter phone numbers and contact information for this establishment:
n l y
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U s
A I
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l &
Phone Numbers page
n a
te r
I n
Country Uses of the Establishment Table
c l e
Although an establishment is generally used for reporting purposes, it may also service a
different purpose. This table lists some of the countries that use the Establishment table
and how they use it:
r a Country Purpose
O (BRA) Brazil
(FRA) France
For Brazil an establishment it's required to complete Job Data.
Social security and business statistical reporting in France.

Country Purpose
(IND) India Each establishment must be registered under either the Factories Act or
Shops & Establishment Act. An establishment, based on location, can be
registered under multiple Acts such as Employee State Insurance (ESI),
Provident Fund, Profession Taxes, and Income Taxes.
(ITA) Italy Drives tax and social security regulatory reporting.
(MEX) Mexico Establishments are required for Mexico to represents the Employer Registry
(Registro Patronal) and it is associated to the location
(NLD) Netherlands Required for Dutch customers using GP Netherlands, customers setup
several criteria important for the Social Security contribution, such as the
Social Security Number.
(USA) United States Regulatory and legislative reporting required for U.S workers.
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Setting Up the Location Table
Setting Up Locations
Use the Location table to:
• Identify each physical location where people work.
• Specify salary plan (as specified by the setID) and holiday-schedule defaulting
information for the location.
Slide 79 _______________________________________________________________________________________________________
Student Notes
Pages Used to Set Up Locations

Page Name Navigation
Location Address Set Up HRMS, Foundation Tables, Organization, Location
Location Profile Set Up HRMS, Foundation Tables, Organization, Location
n l y
• Use this page to enter location address information:
e O
U s
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Location Address page
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• Use this page to enter location profile information:
Location Profile page
n l y
Note. Users need to return to this table after the salary plan is established if a salary plan
is to be used as a default value from the Location table.
e O
U s
(USA) Associating Locations with an Establishment and Worker States
A I
If you select a regulatory region with a country value of USA, the system will hide the
Establishment ID field located in the Salary Default group box. To associate
O
establishments with this location, use the Establishments fields in the USA section of this
page. This feature is provided to support AAP reporting, so locations and establishments
&
can have a many to many relationship.
l
a
You can also view the locations associated with an establishment on the Establishment
n
Address page.
te r
Since a particular location can have multiple establishments, it has become necessary to
I n
begin utilizing the Establishment ID field on the Job record to directly link a person with
a job to an establishment. This field is located o the Job Data - Work Location page for
c l e
the person.
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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.
See Human Resources: Activity Guide, lesson 5, “Setting Up Core Foundation Tables
Related to Locations and Departments,” Activity 4: Defining Establishment and Location
Codes.
Slide 80 _______________________________________________________________________________________________________
Student Notes
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Setting Up the Department Table
Setting Up the Departments

The Department table enables organizations to define groups of workers.
Departments are:
• The identifier, within all PeopleSoft Payroll applications, for where to charge wages
or cost centers.
• A means of defining rollup security access to worker data.
Slide 81 _______________________________________________________________________________________________________
Student Notes
Page Used to Set Up Departments

Department Profile Set Up HRMS, Foundation Tables, Organization, Departments
n l y
Use this page to define basic information about a particular department:
e O
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Department Profile page

Note. If not using PeopleSoft Payroll, departments can be set up by any groupings that
the organization wants.
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Activity 5: Setting Up Departments

In this activity, you will review the activity overview and set up departments.
See Human Resources: Activity Guide, lesson 5, “Setting Up Core Foundation Tables
Related to Locations and Departments,” Activity 5: Setting Up Departments.
Slide 82 _______________________________________________________________________________________________________
Student Notes
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Identifying Implementation and Worker-Level Default Options
Implementation Table Defaults

This diagram shows the implementation-level default options that are available from the
Location and Department-related tables:
Department
Company
Location
Manager ID / Supervisor ID
Tax Location for Payroll for North America
Slide 83 _______________________________________________________________________________________________________
Student Notes
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Review
In this lesson, you learned that:
• While an establish is not required by all companies, each organization needs to set up
locations and departments to support their organizational structure.
• The Establishment table defines distinct reporting places of business within an

organization and is used for reporting purposed.
• The Location table is used to define locations where people work.
• Departments provide a means of roll-up security for people with jobs.
• Based on the department assignment, you can have the location code, company, and
manager (supervisor) ID or manager position supplied as defaults at the worker level.
Slide 84 _______________________________________________________________________________________________________
Student Notes
Additional Resources
This table lists additional resources that provide more details about the topics that we
have discussed in this lesson: n l y
Topic Cross-Reference
e O
Establishment table,
Location table, and
U s
PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook,
“Setting Up Organization Foundation Tables”
Department table
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Notes
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Lesson 6
Setting Up Core Foundation

Tables Related to Compensation
Objectives
By the end this lesson, you will be able to:
• Define the Human Resource foundation table sequence.
• Set up compensation rate code data.
• Set up the salary plan tables.
• Identify implementation and worker-level default options.
n l y
Slide 86 _______________________________________________________________________________________________________
Student Notes
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Setting Up Core Foundation Tables Related to Compensation Lesson 6
Defining the Human Resource Foundation Table Sequence
Human Resources Foundation Tables

We will discuss the foundation table components in the fourth column of this diagram:
Intallation and Business Unit Establishment, Compensation Job and Pay

Company and TableSet Location, and Group
Sharing Department
Installation Establishment Comp Rate **

Business Unit Job Code Table
Table (not required by all) Code Table
** ** (JPN) Education **
(JPN) Supervisor
Company TableSet IDs Location
tables Levels
(CHE and JPN) ** **

Salary Plan and
Postal Code and TableSet Control Department Pay Group Table
Salary Grades
Country
Business Unit **
Options Defaults
n l y
Org Defaults by
Permission Lst
e O
U s
Slide 87 _______________________________________________________________________________________________________
A I
Student Notes
O
l
Human Resources Foundation Tables &
n a
This diagram shows the core foundation table sequence and the components in the system
te r
that you would access to set up these human resource tables. We will discuss the
components in the fourth column in this lesson.
I n
Note. The ** in the diagram signifies that SetID is a high-level key on this table.
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Lesson 6 Setting Up Core Foundation Tables Related to Compensation
Setting Up Compensation Rate Code Data
Components of Pay and Compensation Rate Codes

Using components of pay is a PeopleSoft Human Resources function that enables you to
define single or multiple rates of pay, represented by comp rate (compensation rate)
codes to identify what makes up a worker’s compensation package:
Comp Rate Codes
15 percent
Hazard pay
27.00 x .15 = 4.05 USD
Seniority pay 2.00 USD hourly
Worker's
Skills and Experience 3.00 USD hourly Compensation
31.05 USD hourly
Pay for doing the job 22.00 USD hourly
n l y
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Slide 88 _______________________________________________________________________________________________________
U s
Student Notes
A I
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Example: How Components of Pay Determine a Worker’s Compensation
l &
Assume that you have a worker who receives a base pay of 22.00 USD per hour to
perform his job. He is also given an additional 3.00 USD per hour for the skill sets that he
n a
brings to the job, an additional 2.00 USD per hour for his seniority within the company,
and an additional 15 percent for hazard pay. Each of these base pay comp rate codes are
r
added together at the worker job record level to calculate the worker’s compensation rate.
te
I n
Using components of pay enables your organization to define each piece or component of
a worker’s salary and itemize it to form one total base salary.
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Setting Up Compensation Rate Code Data (continued)
Associating Comp Rate Codes with a Worker

Comp rate codes may be attached to the worker directly or set up as default values from
various human resource tables:
Comp Rate Code
Worker's
Salary Step Job Code
Job Data
Slide 89 _______________________________________________________________________________________________________
Student Notes n l y
e O
Associating Comp Rate Codes Throughout the System
U s
In addition to directly assigning comp rate codes to a worker’s job data record, you can
A I
define other ways to supply compensation to the worker’s record as a default. You can
assign comp rate codes or worker compensation through one or a combination of the
following ways:
O
•
&
Directly associating the rate code to a worker.
l
• Salary steps.
n a
• Job codes.
te r
•
I n
A salary plan that is associated with a job code.
c l
•
•
e Rules-driven defaulting.
SENPAY functionality.
r a • Matrix-driven rate codes.

O

Example: Assigning Rate Codes at the Worker Job Level
Compensation page showing where to associate rate codes to a worker
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Setting Up Compensation Rate Codes

Use the Comp Rate Code Table page to establish rate codes, where you can:
• Create base pay and non-base pay rates.
• Categorize your rate codes by class to simplify searching throughout the system for
specific types of rate codes.
When a rate code class of SENPAY is entered, fields on the Seniority Pay page
become available.
• (AUS) Define and review the compensation rate codes that organizations will use to
package their workers.
Slide 90 _______________________________________________________________________________________________________
Student Notes
Page Used to Set Up Compensation Rate Codes

n l y
Page Name
Comp Rate Code Table
Navigation
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Set Up HRMS, Foundation Tables, Compensation Rules, Comp Rate Code
Table
U s
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Use this page to set up compensation rate codes:
Comp Rate Code Table page
Note. PeopleSoft delivers the rate code class SENPAY (Seniority Pay) as a value.
l y
Organizations associate the SENPAY rate code class to the rate codes on the Comp Rate
Code Table setup page. Organizations can then set up various levels of pay.
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Setting Up Additional Compensation Rate Code

The values for the remaining Comp Rate Code Table pages can be displayed or updated
when you:
• Enter the class of SENPAY on the Comp Rate Code Table page. This will enable you
to enter criteria on the Seniority Pay page, which is used to:
• Define the rules for associating seniority pay components with various levels of
pay increases and when they should be applied.
• Identify a seniority pay group, if applicable.
• Associate this rate code with a combination rule you create. Combination rules
associated with a given rate code will appear on the Combination Rules page.
Slide 91 _______________________________________________________________________________________________________
Student Notes
Pages Used to Set Up Compensation Rate Codes n l y

e O
Seniority Pay
s
Set Up HRMS, Foundation Tables, Compensation Rules, Comp Rate Code
Table.
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Combination Rules
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Setup HRMS, Foundation Tables, Compensation Rules, Comp Rate Code
Table.
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• Use this page to set up seniority pay:
Seniority Pay page with gakurei
• Use this page to view combination rules to which this rate code has been assigned:
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Lesson 4 Setting Up Core Foundation Tables Related to Business Units and TableSet Sharing

n a Enterprise PeopleTools 8.45 PeopleBook: System and Server Administration,

te r “Using PeopleTools Utilities”

PeopleSoft Proprietary and Confidential 91

92 PeopleSoft Proprietary and Confidential

Setting Up Core Foundation

• Define the Human Resources foundation table sequence.

• Set up the Establishment table.

• Set up the Location table.

Identify implementation and worker-level default options. n l y

PeopleSoft Proprietary and Confidential 93

Defining the Human Resource Foundation Table Sequence

Human Resources Foundation Tables

Intallation and Business Unit Establishment, Compensation Job and Pay

Installation Establishment Comp Rate **

Salary Plan and**

94 PeopleSoft Proprietary and Confidential

Setting Up the Establishment Table

Setting Up Establishment IDs

The Establishment Table is:

• Used to define distinct reporting places of business (establishments) within an

Pages Used to Set Up Establishment IDs

PeopleSoft Proprietary and Confidential 95

• Use this page to enter establishment address information:

Establishment Address page

96 PeopleSoft Proprietary and Confidential

PeopleSoft Proprietary and Confidential 97

Setting Up the Location Table

• Identify each physical location where people work.

Pages Used to Set Up Locations

98 PeopleSoft Proprietary and Confidential

• Use this page to enter location profile information:

Location Profile page

PeopleSoft Proprietary and Confidential 99

Activity 4: Defining Establishment and Location Codes

100 PeopleSoft Proprietary and Confidential

Setting Up the Department Table

Setting Up the Departments

• A means of defining rollup security access to worker data.

Page Used to Set Up Departments

PeopleSoft Proprietary and Confidential 101

102 PeopleSoft Proprietary and Confidential

Activity 5: Setting Up Departments

PeopleSoft Proprietary and Confidential 103

Identifying Implementation and Worker-Level Default Options

Implementation Table Defaults

104 PeopleSoft Proprietary and Confidential

• The Establishment table defines distinct reporting places of business within an

• The Location table is used to define locations where people work.

• Departments provide a means of roll-up security for people with jobs.

PeopleSoft Proprietary and Confidential 105

106 PeopleSoft Proprietary and Confidential

Setting Up Core Foundation

• Define the Human Resource foundation table sequence.

• Set up compensation rate code data.

• Set up the salary plan tables.

• Identify implementation and worker-level default options.

PeopleSoft Proprietary and Confidential 107

Defining the Human Resource Foundation Table Sequence

Human Resources Foundation Tables

Intallation and Business Unit Establishment, Compensation Job and Pay

Installation Establishment Comp Rate **

(CHE and JPN)