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Transcript of People Soft HCM 9.0 Business Process Maps
Business Process Maps
Oracle’s PeopleSoft Enterprise Human Capital Management 9.0
This document is best viewed online. Due to the large and varying sizes of the business process maps, the diagrams in this document may not print consistently.
January 2010
Business Process Maps for PeopleSoft Enterprise Human Capital Management 9.0
Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
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PeopleSoft Enterprise Recruiting
Human Resources VP
Line Manager
Recruiter
Human Resource Manager
Plan Recruiting
Analyze Recruiting
Recruit Applicants
Evaluate and Select Applicants
Hire and Enable Resources
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 3
PeopleSoft Enterprise Plan Recruiting
Recruiter
Human Resource Manager
Recruit Applicants
Analyze RecruitingDefine Recruiting
Goals and Measurements
Assess Workforce Competencies
Create Competency
Strategy
Define Organization
Competencies and Accomplishments
Analyze Pool of Available
Applicants
Analyze Recruiting
Processes and Channels
Create Recruiting Strategies
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 4
PeopleSoft Enterprise Define Recruiting Goals and Measurements
Line Manager
Employee
Technical Specialist
Human Resource Analyst
Human Resource Manager
Need to Create Goals
Need to Create Measurements
Yes
No
Create portfolios to compare scorecards to others, if
neededDefine Portfolio
Component Ranking Opposite Component Rank Dim Member Selection Rule
Create the scorecardDefine Scorecard Details
Identify Assessment GroupsAssociate Related KPIs
Set TargetsAssign Calendar to Scenario
Review and finalize employee scorecard
Set TargetsKPI Compare
Assign Calendar to Scenario
Identify strategic initiatives
Strategic InitiativeInitiative Definition View
Identify supporting objects for Key Performance
Indicators (KPIs)Data ElementsCalculations
ActionsActivities
AssessmentsAssessment Colors
Assign Calendar to ScenarioSystem OptionsWeight Scales
Review and finalize scorecard
Set TargetsKPI Compare
Assign Calendar to Scenario
Create KPIsKPIs
KPI FamiliesCause and EffectCalculation Rules
Define KPI TargetsTarget Rule
Dimension MembersComposite KPIs
KPI PackageKPI Migration Utility
Calculate and assess KPIsCalculation and Assessment
Action NotificationError Messages
Run Workforce Groups JobstreamRun Competency Strategy
Run JobstreamRun Multiple Jobstream
Analyze Recruiting
EIP (KP_KPI_ASMT_FACTS):
Publish KPI information
Identify strategy componentsStrategy Tree
Strategic ComponentsStrategic Comp’s KPI Set
Cause and Effect Set
Special projectsor actions?
Review and finalize employee scorecard
Set TargetsKPI Compare
Assign Calendar to Scenario
Define strategic goals and
measurements
Define Organization Competencies and Accomplishments
Analyze Recruiting Processes and Channels
Assess Workforce Competencies
Analyze Pool of Available Applicants
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 5
PeopleSoft Enterprise Define Organization Competencies and Accomplishments
Human Resource Manager
Human Resource Specialist
Competency andQualification
Details
National Vocational Qualifications GBR
Define specific educational qualifications
SchoolsSchool Types
Degree Subject FPSMajors
Faculty Table JPN
Define competency types
Competency Types
Create rating scale modelsRating Model
Review and modify the different competency categories or types
Competency Summary
Create Competency
Strategy
Define?
Define National Vocational
Qualifications (NVQs)Award Body
NVQ Award Bodies
Define profiles for jobs, positions, and
other business entities
Non-Person Profiles
NVQ ReportsNVQ ListingUnit Listing
Unit/Element
Define Recruiting Goals and
Measurements
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 6
PeopleSoft Enterprise Assess Workforce Competencies
Human Resource Manager
Human Resource Specialist
Person to Role
Role toPerson
Teamto Job
Yes
No Need proficiency analysis?
PlanSuccessions
Compare roles to individuals and identify gaps
Role to Person
Review summary of professional training
coursesTraining Summary
Review competency and NVQ summaries
Competency InventoryLicense/Certificate Renewal
Person Profile ReportNVQs by Employee
NVQs by QualificationEmployee StatusEmployee Plan
Define Organization
Competencies and Accomplishments
Create Competency
Strategy
Compare team members to job tasks
Compare Team to Job Task
Compare an individuals to roles and identify gapsPerson to Role
Create employee teams
Create Teams
Createemployee teams?
Identify individual's scheduled training
Training
Analyze results of gap and
match analysis
Create profiles for employees, contingent
workers, and persons of interest
Person Profiles
Review and approve profilesApprove Profiles
Search for profiles that meet criteria
Search and Compare ProfilesCompare Profiles
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 7
PeopleSoft Enterprise Create Competency Strategy
Human Resource Manager
Human Resource Specialist
No
Yes
"Shortagein Current
CompetencyRequirements"
Create Recruiting Strategies
Review match results and assess current workforce
competenciesReview Match Results
Review workforce groups?
Create competency strategy
Run Competency Strategy
Define competency model
Setup Competency Model
Review workforce competency and accomplishment inventory
Worker AccomplishmentsWorker CompetenciesCompetency Inventory Search Competency
Search Accomplishment Review Accomplishment
CreateCompensation
Plans
Create Compensation Strategy
Allocate monetary values to the roles and
competencies Review Value Allocation
Assess Workforce Competencies
Define Organization
Competencies and Accomplishments
Define competency match criteria
Setup Competency Model Run Competency Strategy
Define competency strategy
Setup Competency Strategy
Review workforce groupsReview Workforce Group
Compare current competency inventory to
strategyRun Competency
Strategy
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 8
PeopleSoft Enterprise Recruit Applicants
Human Resources VP
Line Manager
Candidate
Recruiter
Human Resource Manager
Create Job Requisitions
Attract Applicants Receive and Track Applications
Search for Jobs Self Service
Apply for Job Self Service
Evaluate and Select Applicants
Analyze Recruiting
Plan Recruiting
Post Job Requisitions
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 9
PeopleSoft Enterprise Create Job Requisitions
Recruiter
Recruiting Approval Authority
Line Manager
Human Resource Manager
Resubmit for Approval
Yes
No
Yes
No
Yes
No
Clone ExistingJob Opening
Modify ExistingOpening
Create NewJob Opening
No
Yes
Action?
Review, update, approve or deny request for job
Pending Approvals
Ready to submit for approval?
Find Job Openings
Associate notes and attachments as
neededFind Job Openings
Plan Recruiting
Request job opening approvalPending
Approvals
Action(s)?
Request Recruiter to create job opening?
Clone existing job opening
Find Job Openings
Requestheadcount?
View list of existing and/or prior job openings, if needed
Find Job Openings Browse Job Openings
Check job opening
approval statusPending
Approvals
Create new job opening
Create New Job Opening
Modify cloned job requisition to meet
requirementsFind Job Openings
Plan Headcount (FPS)
Select screening questions for online
applicants Create New Job
Opening Job Opening Screening
Check job opening approval status
Pending Approvals
Select screening questions for rating online applicants
Job Opening Screening
Request job opening approval
Create New Job Opening
Plan Headcount (FPS)
My Job Openings
Job Openings
Modify cloned job requisition to meet
requirementsFind Job Openings
Create new job opening
Create New Job Opening
Review and update existing job opening
in progressFind Job Openings
View list of existing and/or prior job
openingsFind Job Openings Search Postings
Clone existing job opening?
Receive notification of job opening
pending approvalPending Approvals
Worklist
Clone existing job opening
Find Job Openings
Associate notes and attachments
as neededCreate New Job
Opening
Post Job Requisitions
Resubmit for Approval
Create job opening based on open position
Create Openings from Positions
Create fromOpen Position
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 10
PeopleSoft Enterprise Post Job Requisitions
Candidate
Recruiter
Line Manager
Job Board
Web Sites
ServicesProcurement
Recruiting Agencies
Job Board
Web Sites
ServicesProcurement
Recruiting Agencies
Post job openingManage External
Postings
Integration with PeopleSoft Services Procurement
using PeopleSoft's Open Integration Framework
(OIF)
Receive posting confirmation(s)
Manage External Postings
Post job openingManage External
Postings
Post job openingManage External
Postings
Source Service Suppliers
Review job postings by job board, if needed
Manage External Postings
Search PostingsFull Text Vacancy (USF)
Where to post job?
Source Service Suppliers
Integration with third parties using PeopleSoft's
Open Integration Framework (OIF)
Search for Jobs Self-
Service
Post job openingManage External
Postings
Receive posting confirmation(s)
Manage External Postings
Where to post job?
Source Service Suppliers
Post job openingManage External
Postings
Integration with PeopleSoft Services Procurement
using PeopleSoft's Open Integration Framework
(OIF)
Integration with third parties using PeopleSoft's
Open Integration Framework (OIF)
Review job postings by job board, if needed
Manage External Postings
Search PostingsFull Text Vacancy (USF)
Source Service Suppliers
Post job openingManage External
Postings
Create Job Requisitions
Identify internal or external
websites for posting
Identify internal or external
websites for posting
Attract Applicants
Identify recruiting
agencies for posting job
opening
Identify job boards for
posting
Identify Services Procurement for
posting job opening
Identify job boards for
posting
Identify recruiting
agencies for posting job
opening
Identify Services Procurement for
posting job opening
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 11
PeopleSoft Enterprise Search for Jobs Self-Service
Line Manager
Employee
Recruiter
Candidate
Seek Job Opportunity
Visit Job Boards
Attend Recruiting Event
Search Print Media
Search the Internet
Search CompanyWebsite
Refer a Friend
Register as a new applicant Careers
Review job postings Careers
Review active open job postings, compare
to search criteria provided by applicants,
Run Job Search Agent
Provide email notification for jobs found that match applicant criteria
Receive and review listing of
potential job postings Careers
Send job posting to a friendCareers
Apply for Job Self Service
Post Job Requisitions
Decide if need to?
Search job postings directly on company
websiteCareers
Subscribe to potential
employer's job search agent
Careers
Review job postings Careers
Action?
Search job postings directly on company
websiteCareers
Job Search
Send job posting to a friendCareers
Where to search for job?
Search hard copy
publications
Attend recruiting event or job fair
View job postings directly
on job board
Register for job board and
provide profile information
View job postings on
other external websites
Job Openings
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 12
PeopleSoft Enterprise Attract Applicants
Line Manager
EmploymentCoordinator
Recruiter
Create/Review Hot Jobs
Create Employee Referral
Program
Participate inRecruiting Events
Advertise
Search the Internet
Search ApplicantDatabase
ReceiveInquiries or Referrals
Search the internet for applicant leadsFind Applicants
My Job Openings
Set up the amounts and timing of awards in the category for both ERPs
and hot JobsAward Category Rules
Define the conditions under which an employee is eligible for award payment under the Employee Referral ProgramEmployee Eligibility Rules
Decide if need to?
Track correspondence
and contactsContact Notes
Manage Applicant
Recruiter Alerts
Create list of applicant leads to
qualifyApplicant Lists
Record general expenses
associated with recruiting
Find Job Openings
Job Openings
Define "hot jobs" criteria
Hot Jobs
Select the employee eligibility and award category rules that are in effect for the programEmployee Referral Program
Find Job Openings
Review hot job history and update
amounts and timing of awards Hot Job History
My Applicants
Receive and Track Applications
Track correspondence and
contactsContact Notes
Manage Applicant
Search applicant database for
individuals meeting criteria
Find Applicants
Review applicant search results
Find Applicants
Supplier = AIRS
Create or update a referral program ID, description, effective date, and some
business rules Employee Referral Program
Contact potential
applicants by email, phone,
fax or mail
Advertise job openings in
media publications
Receiveinquiries or referrals in
person or via phone or email
Participate in job fair or
recruiting event
Post Job Openings
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 13
PeopleSoft Enterprise Apply for Job Self-Service
Employee
Recruiter
Candidate
Prompted by External
Job Boards or Internet
Prompted by Print Media or Recruiting Events
Employee Choice to Refer a Friend
Employee Choice to Seek Job Opportunity
Mail Resume
Email Resume
Fax Resume
ApplyDirectly Online
Prompted by Externally Exposed Job Postings on Company Website
Respond to screening questionsCareers
Review the eligibility and award payment status for each applicant referredCheck Referral Status
Track correspondence received from applicants
Contact NotesManage Applicant
Administer ReferralsTrack Duplicate Referrals
Select job opening and
create a referral Refer a Friend
View a summary of the jobs applied for, and the application status
Careers
Receive and Track Applications
Provide additional attachments to support
job application Careers
Submit online application
Careers
Verify contact information
Careers
Method of application?
Provide a resume online
Careers
Integration with third party using PeopleSoft's Open Integration Framework (OIF)
Action?
Apply for a jobCareers
Confirm or cancel the referral initiated by the
applicantConfirm Referral
Action?
Provide references
and personal data
Careers
Search for Jobs Self-
Service
Create a resume online
Careers
Provide employment and training
historyCareers
Provide competency and accomplishment
informationCareers
Search job postings Careers
Select jobs in which to apply
Careers
Provide referral source
information Careers
Receive confirmation that the resume was
receivedCareers
Register as a new applicant
Careers
Select the positions for
which to apply
Send applicant profile to company recruiting process
Transfer applicant to
online application form pre-populated
with information provided by
applicant
Mail hard copy of resume
Fax copy of resume
Email copy of resume
Enterprise HCM 9.0 Business Process Maps
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 14
PeopleSoft Enterprise Receive and Track Applications
Human Resources VP
Line Manager
Recruiter
EmploymentCoordinator
Candidate
Extract Resumes
Load Resumes
Review Extracted Resumes
No
Yes
Extract resumes from emails
Identify or update applicant
informationAdd New Applicant
Integration with third party resume extractor using
PeopleSoft's Open Integration Framework (OIF)
Apply for Job Self-Service
Create an individualized checklist
for a particular applicant for whom
recruitment activities are tracked
Applicant Checklist
Review and/or update extracted resumes Manage Resumes
Evaluate and Select Candidates
Record information about how the applicant was referred to
the organization Add New Applicant
Applicant Summary by Source
Need to?
Attract Applicants
Load resumes received in electronic format
Load Resume
Add or update competencies and accomplishments
Add New Applicant Applicant Competencies
Create resume receipt acknowledgments and send to
applicants Generate Recruitment Letters
Send Correspondence
Using automated
entry?
Notify applicants that resumes
have been added to the
applicant database
Analyze Recruiting
Review summary of applicantsApplicant Summary by Job
Applicant Summary by Source
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 15
PeopleSoft Enterprise Evaluate and Select Applicants
LineManager
Recruiter
Human Resources VP
Recruit Applicants
Hire and Enable Resources
Analyze Recruiting
Match Applicant to Opening
Schedule Interviews
Conduct Interviews and
Select Final Candidates
Perform Pre-Hire Activities
Present and Manage OffersScreen Applicants
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 16
PeopleSoft Enterprise Screen Applicants
Recruiter
LineManager
Review Applicant Screening
Results
Search Internal Applicant Database
Search for Qualified Individuals
Yes
No
Search Leads and Contacts
Create Automated
Search Agent
No
Review PotentialContingent Workers
from Services Procurement
No
Yes
Yes
Review Potential Candidates Sent from Job Boards
Need to rank candidates?
Review list of potential candidates based on
search criteriaCandidate Listing
Search internal database for applicant
suitable for a job requisition
Find Applicants
Review list of potential candidates based on
search criteriaFind Applicants
Need to review?
Recruit Candidates
Print the Certificate of
Eligibles reportCertificate of
Eligibles
Receive potential candidates identified by Job Boards using PeopleSoft's Open
Integration Framework (OIF)
Override rankings for competitive or non-
competitive applicants
Job Opening Screening
Review list of applicants who applied for a
specific job requisition Job Opening Screening
Search for potential applicants that may be suitable for a job requisition
Find Applicants Applicant Lists
Review applicant questionnaire results
My Applicants Review
Questionnaire Results
Identify the applicants who have priority placement rights
Job Opening Screening Process Priority Placement
Review requirements
met by applicantJob Opening
Screening
Screening USF applicants?
Review list of potential candidates provided by
Job BoardsFind Applicants
My Applicants
Go to section titled "Attract Applicants"
Recruiter Alerts
Screening USF
applicants?
Action(s)?
Create candidate referral list Candidate
Evaluations List
Categorize and rank applicants per ranking
planJob Opening
Screening
Review list of potential candidates provided by Services Procurement
Find Applicants
Define search criteria and create automated searchSaved Searches
Run Automatch Search
Validate applicant’s qualifications using
Crediting PlanJob Opening
Screening
Review applicant status, resume,
and/ or applicant profile
My Applicants
Review list of potential candidates identified by automated search agent
Find Applicants
Review correspondence
history and attachments
My Applicants
Review list of highly qualified applicants; adjust rank if needed
Job Opening Screening
Review list of applicants who meet or exceed
the final screening criteria
Job Opening Screening
Search internal database for applicant suitable for a job
requisitionFind Applicants
Create Certificate of Eligibles
Certificate of Eligibles
Rate applicant competencies and accomplishments
Job Opening Ranking
Applicant Rating
Decide if need to?
Create ranking planJob Opening
Screening
Receive potential candidates from PeopleSoft Service Procurement using
PeopleSoft's Open Integration Framework (OIF)
Match Applicant to Opening
Provide Certificate of Eligibles and
candidate referral list to the hiring
official
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 17
PeopleSoft Enterprise Match Applicant to Opening
Recruiter
Candidate
LineManager
Route Applicant
Information
Link Applicant
to Job
Reject Applicant
Route Applicant
Information
Link Applicant
to Job
Reject Applicant
Add Applicant to List of
Candidates
RejectApplicant
Add Applicant to List of Candidates
Reject Applicant
Add Applicant to List of Candidates
Receive and track reviewer
recommendations and details
My Applicants
Update applicant information and
dispositionstatus
My Applicants
Route applicant information to
appropriate parties My Applicants
Forward Applicant
Forward applicant to another recruiter or
individualForward Applicant
Add applicant to list of rejected applicants
Manage Applicant
Action?
Decide if need to?
Review correspondence
history/attachmentsContact Notes
View status of application
Careers
Update applicant information and
dispositionstatus
My Applicants
Document correspondence
with applicantContact Notes
Review questionnaire results
Review Questionnaire Results
Request further applicant screening
or informationSend
Correspondence
Review applicant status, resume, and/ or applicant profile
My Applicants
Send rejection letter to applicant(s)
Send CorrespondenceGenerate Recruitment
Letters
Update applicant disposition for a
given jobMy Applicants
Update applicant disposition for a
given jobMy Applicants
Action(s)?
Receive and track reviewer
recommendations and details
My Applicants
Update applicant information and
dispositionstatus
My Applicants
Need to review?
Route applicant information to
appropriate parties for additional review
My Applicants
Link applicants to job, if neededMy Applicants
Action?
Document correspondence
send and receivedContact Notes
Link applicants to requisitions
My Applicants
Add applicant to a list
My Applicants
Screen Applicants
Schedule Interviews
Review applicants associated with a
job openingApplicant
Summary by Job
Present and Manage Offers
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 18
PeopleSoft Enterprise Schedule Interviews
Recruiter
Candidate
Employee
Line Manager
Schedule Interviews
on Behalf of Manager
Schedule Interviews Action(s)?
Route candidate
interview list for job to hiring
managerManage Applicant
My ApplicantsDocument correspondence
sent and receivedManage Applicant
Send Correspondence
Confirm candidates
for interviewManage Applicant
Createinterview
schedule(s)Manage Applicant
Review candidate application
information, resume, disposition and status
historyManage Applicant
Document correspondence sent
Manage Applicant Send Correspondence
Receive notification and confirm interview schedule
Interview Calendar Interview Team Schedule
Interview Notifications
Update candidate information, status,
or dispositionManage Applicant
Recruiter Alerts
Record decision to interview, hold,
or reject the candidate
Manage Applicant
Receive notification and confirm interview
scheduleInterview Calendar
Interview Team ScheduleInterview Notifications
Send notifications to participants of the
scheduled interview Manage Applicant
Review candidate disposition status
historyManage Applicant
Review list of candidates for a job associated with a
job openingManage ApplicantJob Opening 360 Candidate Listing
Receive and manage interview notification
and confirm interview Careers
Interview Notifications
My Job Openings
Decide if?
Create interview schedule for
selected candidatesSchedule Interview
Create interview schedule for
selected candidatesSchedule Interview
Contact applicant for follow-up, further
screening or informationSend Correspondence
Update candidate information, status,
or dispositionManage Applicant
Match Applicant to Opening
Review list of candidates
recommended for interview for a job
openingManage Applicant
Action?
Conduct Interviews and Select Final
Candidates
Route candidate information to interviewers
Manage ApplicantForward Applicant
Review list of candidates associated
with a job openingManage ApplicantJob Opening 360 Candidate Listing
Document correspondence sent to
interviewers and candidates
Manage ApplicantSend Correspondence
Create interview
schedule(s)Schedule Interview
Review feedback, resume, and/ or applicant profile
Manage Applicant
Review correspondence history and attachments
Contact Notes
Record decision to interview, hold, or
reject the candidatesManage Applicant
Review candidate application information,
resume, disposition and status historyManage Applicant
Action(s)?
Send notifications to participants of the
scheduled interview Manage Applicant
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 19
PeopleSoft Enterprise Conduct Interviews and Select Final Candidate
Recruiter
Candidate
Employee
Line Manager
By Applicant
By Requisition
By Applicant
List
RejectCandidate
RejectCandidate
SelectFinal
Candidate(s)
SelectFinal
Candidate(s)
Create reminders for reviewer's to
complete evaluationsInterview
Evaluation Reminder
View interview results, ratings and recommendationsManage Applicant
Evaluation Summary
Action(s)
Review candidate interview status
and confirm complete
Manage Applicant
Action?
Create candidate interview evaluation and record results
Interview EvaluationsCreate Interview
Evaluation
View job application
summary and status
Careers
ScheduleInterviews
Action?
Evaluate candidate and provide recommendation
Interview EvaluationsCreate Interview Evaluation
View list of interviews to
conductManage Applicant
Need to view interview
schedules?
Perform comprehensive review of candidates in each stage of the selection
processManage Applicant
View a summary of their scheduled interviews, listed by job requisition
Careers
Send rejection notifications
Generate Recruitment Letters
Send Correspondence
Contact candidate and follow-up on interview
and statusSend Correspondence
PerformPre-HireActivities
Track correspondenceContact Notes
Send rejection notification
Manage ApplicantSend Correspondence
Select candidates for pre-
employment checks
Manage Applicant
Update candidate disposition for a
given jobManage Applicant
View interview schedules by
applicantManage Applicant
Interview Team Schedule
Evaluate candidate and
provide recommendationCreate Interview
Evaluation
Action(s)?
Capture costs claimed by candidates by requisition
Find Job Openings Job Openings
Action?
View interview schedules by
requisitionInterview Calendar
Interview Team Schedule
Track correspondenceContact Notes
Review interview schedules
Interview Team Schedule Interview Calendar
Track contacts, conversations and correspondenceContact Notes
View interview schedules by applicant list
Manage Applicant
Review scheduled interviews
Interview Team Schedule Interview Calendar
Review requisition interview status
and confirm complete
Find Job Openings
Update applicant disposition for a
given jobManage Applicant
Update final candidate
information and status
Manage Applicant
My Applicants
Select candidates for pre-
employment checks
Manage Applicant
Update candidate information and
statusManage Applicant
View interview results, ratings and recommendationsManage Applicant
Review candidate
information provided
Prepare and conduct interview
Review candidate
information provided
Prepare and conduct interview
Prepare and attend interview
Provide expense
documentation, if needed
Prepare and conduct interview
Provide candidate selection
information to recruiter
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 20
PeopleSoft Enterprise Perform Pre-Hire Activities
Recruiter
Candidate
Line Manager
Yes
Yes
No
Yes
No
No
Review status of request for pre-
employment checks
Preemployment Check
Conduct Interviews and Select Final
Candidates
Capture pre-employment check expenses provided
by pre-employment verification provider
Review and/or verify references for the selected
applicantManage Applicant
Supplier provides the status of requests from
PeopleSoft which is kept current using application
messaging
Access provider website and request candidate
inquiriesPreemployment Check
Capture pre-employment check expenses provided
by pre-employment verification provider
Review status of request for pre-employment inquiriesPreemployment Check
Review results of pre-employment inquiries
Preemployment Check
Match Applicant to Opening
Update candidate status
Manage Applicant
Provide candidate information to pre-
employment verification provider
Access provider website and request candidate inquiries
Preemployment Check
Need to request references?
Supplier provides the status of requests from
PeopleSoft which is kept current using application
messaging
Recruiter Alerts
Provide candidate information to pre-
employment verification provider
Send an email to the applicant requesting references
Send Correspondence
Make offer?
My Applicants
Track correspondenceContact Notes
Review results of pre-employment
checksPreemployment
Check
Need to request
references?
Send an email to the applicant requesting
referencesSend
Correspondence
Review and/or references for the selected applicantManage Applicant
Receive request for references
Provide reference
information
Complete checks and send an email
to the requester when the results
are available
Provide feedback and
recommendations
Complete checks and send an email
to the requester when the results
are available
Present and Manage Offers
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 21
PeopleSoft Enterprise Present and Manage Offers
Recruiter
Candidate
Recruiting Approval Authority
Human Resource Specialist
LineManager
Human Resource Manager
CreateOffer
OfferApproved
Create Employment
Contracts
Identify Salary Package
AUS
RequestOffer
Yes
Yes
No
OfferRejected
Counter OfferReceived
OfferAccepted
No
Offer Rejected
Counter Offer Received
Offer Accepted
No
Send Offer Letter
Yes
No
Revise Offer
OfferApproved
Revise Offer
Yes
No
Route offer information to
approval authorityManage ApplicantPrepare Job Offer
Record counteroffer
and email hiring manager
Review expense requisition information
Job Opening Cost Analysis
Document official offer and materials sent to candidate
Contact Notes
Decide to negotiate and update offer?
Update candidate
informationManage Applicant
Action(s)?
Provide approved job offer to Services
CoordinatorManage Applicant
Provide approved job offer to Services
CoordinatorManage Applicant
Offer for contingent worker?
Notify candidate
Send Correspondence
Document receipt of signed official offer and other pre-hire
documentsContact Notes
Record offer rejection
Manage Applicant
Update candidate
informationManage Applicant
Perform Pre-Hire Activities
Create checklist for hiring process
Applicant Checklist
Route offer information to
approval authorityManage ApplicantPrepare Job Offer
Review job offer and make
approval decisionManage Applicant
Create official offer letter
Generate Recruitment Letters
Receive Offer
Decide to negotiate and update offer?
Record offer acceptance and
email hiring manager
Recruiter Alerts
View status Job Opening Status
Yes
Reject offer
Decide if need to?
Record details of conversation or correspondence
sentManage Applicant
Contact Notes
Provide information/clarification
Send Correspondence
Integration with FSCM - person's contract information
EIP (AM):PERSON CONTRACT
Send candidate official offer letter and/or additional pre-hire
documents for signatureSend Correspondence
Go to:"Screen Applicants" to continue
candidate search
Record offer rejection and email hiring
managerManage Applicant
Action?
Record offer acceptance
Manage Applicant
Record offer rejection
and email hiring manager
Need to discuss offer
details
Notify candidate
Send Correspondence
Review job openingsJob Posting
Works Council Posting Job Opening Status
Action?
Record counteroffer
Manage Applicant Provide information/clarification
Send Correspondence
Receive and document offer
responseManage Applicant
Prepare job offer and submit for approvalManage Applicant
Prepare Job Offer Hire and
Enable Resource
Review candidate information and
status Manage Applicant
Identify candidate(s) to receive offer(s)
Manage Applicant
Receive and document offer
responseManage Applicant Update requisition
information Manage Applicant
Yes
Review details of
offer
Record details of conversation or correspondence
sentManage Applicant
Contact Notes
Action(s)?
Go to "Source Suppliers" to assess and award bids
Record details of conversation/
correspondence sent
Contact Notes
Offer for contingent worker?
Identify proposed applicant salary
package informationSalary Package Model
From "Source Suppliers" to assess and award bids
View status of requisition and/or candidate(s) Find Job OpeningsManage Applicant
Provide notification Human Resources to perform Hire using PeopleSoft's Open Integration Framework (OIF)
Review final list of candidates
Manage Applicant
Action(s)?
Negotiate offer
Go to "Source Suppliers" to assess and award bids
Go to:"Screen Applicants" to continue candidate search and evaluation
Create employment contract
Applicant Contracts
Accept offer
Record details of conversation/
correspondence sent
Contact Notes
Analyze Recruiting
Submit a request to HR to hire the
candidatePrepare for Hire
Record details of conversation or
correspondence sentContact Notes
Offer decision?
Receive notification of offer pending approval
Worklist
Action?
Record details of conversation or correspondence sent
Contact Notes
Present approved job
offer to applicantManage Applicant
Update candidate status for new hire
processingManage Applicant
Update candidate disposition status
Prepare job offer and submit for
approvalManage Applicant
Prepare Job Offer
Request information
Review Job Offer Status
Manage ApplicantPending Approvals
Create rejection letters to send to other candidates
Generate Recruitment Letters
Present approved job
offer to applicantManage Applicant
Request information
My Applicants
Review Job Offer Status
Manage ApplicantPending Approvals
Update candidate disposition
status
Update candidate disposition
status
Receive, sign and return
official offer and other pre-hire
documents
Update candidate disposition
status
From "Source Suppliers" to assess and award bids
Match Applicant to Opening
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 22
PeopleSoft Enterprise Hire and Enable Resources
Line Manager
Human Resource Specialist
Recruiter
Human Resources VP
Evaluate and Select Applicants
Analyze Recruiting
Close Job Requisitions
Enter New Hire Information
Enable New Hire (Onboard)
Manage Recruiting Expenses
Close Job Requisitions
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 23
PeopleSoft Enterprise Enter New Hire Information
Line Manager
Human Resource Specialist
Recruiter
Hire Applicant as New Employee
HireFrench Public
Sector
Hire NewEmployee USF
Create an Additional Assignment for an Employee or
ContingentWorker
RehireFrench Public Sector
Create Hire Listing
CAN
Create Hire Letters
ITA
Review New Hire
Information USF
Concurrent Hire of Existing EmployeeFrench Public Sector
Yes
No
Perform Concurrent Hire or Hire Person as Employee
Hire Contingent
Worker
Rehire Former Employee
Hire/TransferExisting
Employee
See model titled "Plan Headcount" to obtain headcount allocation
for new hire if not previously allocated
Delete and archive applicant data Delete ID FPS
Review and/or update personal information
Manage Hires
End
Identify job, position, benefits and retirement information
Hire Employee USF
Record the seniority bonus code and the
seniority equivalent
Hiring Seniority Bonus FPS
Print PAR request and Notice to
EmployeeHire Employee USF
Identify work location, job, labor, payroll, salary plan and compensation information -
rehireManage Hires
Identify applicant's personal information -
rehireManage Hires
Validate the hiring process by comparing
the employee's competencies to those
that are required for the assigned job code
Validate Hire FPS
Enable New Hire
(Onboarding)
Create new employee record, assign status and civil service position
Add Concurrent Empl Record FPS
Create list containing hiring informationHire Report CAN
Create legal relationship between
employee and organization
Initialize Status FPS
Headcountallocated?
Identify applicant's personal information
Manage Hires
Identify compensation, earnings, and
distribution detailsHire Employee USF
Update the employee
recordEmployee
Record FPS
Verify that the hire action selected is
appropriateManage Hires
Decide if need to?
Create hire record for Federal employee and record general
administrative detailsHire Employee USF
New Employment Instance USFAdd Employment Instance USF
Review new hire information and
statusNew Hire USF
New Hire Error USFReview New Hire
Stats USF
Print the letter to be signed by both employee and employer on or
before the first day of employment
Job Letters (ITA)Hire Letter ITA
Receive notification from Recruiting to perform Hire using PeopleSoft's Open Integration Framework
(OIF)
Close Job Requisitions
Review list of individuals that need hiring process to be
completedManage Hires
Add a new employment organizational instance for a
PersonAdd Employment InstanceNew Employment Instance
Check to see if applicant exists
previously in system
Search for People Identify employment-related dates such as service computation
and WIGI datesHire Employee USF
Track supporting hiring documents
Supporting Documents FPS
Evaluate and Select Candidates
Review applicant's hire detail
information Manage Hire
Details Identify personal information
Hire Employee USF
Identify education, union affiliations and security clearance
Hire Employee USF
Create employee ID and identify personal
informationManage Hires
Manage Recruiting Expenses
Action?
Add an assignment record for a person
Add Additional AssignmentConcurrent Hire USF
Identify the terminated employee to rehire
Re-Hire Employee FPS
Create a new contingent worker organizational instance for a
PersonAdd Contingent Worker InstanceNew Contingent Worker Instance
Identify work location, job, labor, payroll, salary plan and
compensation informationManage Hires
Identify work location, job, labor, payroll, salary plan and
compensation informationAdd Employment Instance
Identify work location, job, labor, payroll, salary plan and compensation information -
existingManage Hires
Identify work location, job, labor, payroll, salary plan and compensation information -
contingentAdd Contingent Worker
Instance
Add new hire by selecting pre-configured template
and completing simple data entry
Template-Based HireAdd Template-Based Hire
Review template-based hire detailsTemplate-Based
Hire Status
Template-BasedHire
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 24
PeopleSoft Enterprise Close Job Requisitions
Recruiter
Employee
Human Resources VP
Human Resource Specialist
Yes No
Need to Provide Award Information to Payroll
View duplicate referrals and adjust
award amounts among eligible
employees Track Duplicate
Referrals
Review the eligibility and award payment status for each applicant referredCheck Referral Status
Recruiter Alerts
Job Openings
Review requisitions, and capture recruiting
expensesJob Opening StatusJob Opening Cost
Analysis
Close requisitions for positions that have been
filledJob Openings
Review and correct awards that are
rejected by PeopleSoft Payroll for North
AmericaReview Rejected
Awards
View and approve awards that have the
status of "Needs Approval"
Approve Employee Awards
Find Job Openings
Send corrected awards?
Provide award payment data to payroll
Process Referral Programs
View audit list of manual overrides and
the change detailsReview Override Audit
Receive results of validation of requested awards published by NA Payroll
EIP Name: eRecruit Request for PaymentEIP Name: Acknowledgment/Verification
of eRecruit Payment
Receive notification of payment published by NA Payroll
EIP Name: Payroll Issued eRecruit Payment
Evaluate and update eligibility employee
and determine award status
Process Referral Programs
View and override eligibility and award
information for referrals as neededAdminister Referrals
My Job Openings
Enter New Hire Information
Analyze Recruiting
Eligible awards?
Regulatory information?No
Yes
No
BEL
USA
GBR
ITA
USA
Review all active employees who were hired or rehired in a given time
period and conforms to federal reporting requirements
PRWORA-New Hire (USA)PRWORA-Newhire
Analyze ethnic and gender group movement and advancementsJob Group Movement Analysis
Create report of people with special hiring categories
Special Hiring Category ITA
Create and review DIMONA hire notifications to be sent to the Belgium
Social Security office (RSZ) in the form of flat files
Create DIMONA Notification (BEL)Review DIMONA Notification (BEL)
Create information
for?
Review a breakdown of job offers versus application by UK-specific
ethnic groups and by genderAdverse Impact (UK)
Yes
Analyze information on recruitment and hiring
practicesAdverse Impact (USA)
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 25
PeopleSoft Enterprise Enable New Hire (Onboard)
Human Resource Specialist
Create Global Assignment
Relocate New Hire
Request Resources
Schedule Training
Enroll in Benefits
Plan Performance and Career
RecordOffice/PhoneInformation
Provide Employee Help Desk Support
Decide ifneed to?
Manage Benefits Enrollment
Determine Individual Development Goals
Enter News Hire Information
Manage Employee Data
Track Global Assignments
Deliver Learning
Manage Employee Data
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 26
PeopleSoft Enterprise Analyze Recruiting
Data Administrator
Human Resource Analyst
Human Resource Specialist
Recruiter
Human Resource Manager
Plan Recruiting
Hire and Enable Resources
Recruit Applicants
Evaluate and Select Applicants
Analyze Recruiting Performance
Generate Recruiting Intelligence
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 27
PeopleSoft Enterprise Analyze Recruiting Performance
Data Administrator
Human Resource Manager
Human Resource Specialist
BEL
GBR
ITA
USA
Create and review DIMONA hire notifications to be sent to the Belgium
Social Security office (RSZ) in the form of flat files
Create DIMONA Notification (BEL)Review DIMONA Notification (BEL)
Review all active employees who were hired or rehired in a given time
period and conforms to federal reporting requirements
PRWORA-New Hire (USA)PRWORA-Newhire
Create report of people with special hiring categories
Special Hiring Category ITA
Review a breakdown of job offers versus application by UK-specific
ethnic groups and by genderAdverse Impact (UK)
Plan Recruiting
Analyze information on recruitment and hiring
practicesAdverse Impact USA
Analyze ethnic and gender group movement and advancementsJob Group Movement Analysis
Generate Recruiting
Intelligence
Create information
for?
List all vacant budgeted positions
Vacant Budgeted Positions
Breakdown expense types and amounts for a
job openingJob Opening Cost
Analysis
USF
Review additional
details about the recruiting process
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 28
PeopleSoft Enterprise Deployment
Travel and Expense Manager
Payroll Administrator
Human Resource Specialist
Enterprise Help Desk Agent
Time and Labor Administrator
Plan Deployment
Respond to Employee Lifecycle Actions
Maintain Employee Data
Measure Deployment
Effectiveness
Manage Health and Safety
Track Global Assignments
Manage Absences
Manage Time and Labor
Manage Payroll
Manage Expenses
Provide Help Desk Support
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 29
PeopleSoft Enterprise Plan Deployment
Headcount Manager
Human Resource Analyst
Human Resource Specialist
Define Deployment Goals
and Measurements
Measure Deployment
EffectivenessDefine Positions
Create Organizational
Structure
Respond to Employee Lifecycle Actions
Plan Headcount FPS
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 30
PeopleSoft Enterprise Define Deployment Goals and Measurements
Human Resource Specialist
Employee
Technical Specialist
Line Manager
Technical Specialist
Human Resource Manager
Human Resource Analyst
Yes
NoNeed toCreate Goals
Need to CreateMeasurements
Identify strategy componentsCreate Strategy Components
Identify KPI ComponentsDefine Cause and Effect
Define Positions
Measure Deployment
Effectiveness
EIP (KP_KPI_ASMT_FACTS):
Publish KPI information
Identify strategic initiativesDetermine Strategic
InitiativesInitiative Definition View
Review and finalize employee scorecardMy Profile / Scorecard at a Glance
Switch Scorecards / KPIs by PerspectiveStrategy / KPI List / KPI Exceptions
Search Portfolio / Search Detail by STSearch Summary by ST / My KPIs
My Manual KPIs / Manual KPI Search / KPI Query
Calculate, assess and publish KPIs
Calculate and Assess KPIsReview Error MessagesKPI Operands Datamap
KPI Expressions
Create KPIsCreate KPI Definition
Cause and EffectCalculation Rules
ObjectsTarget Rule
OptionsWeight Scale
ColorsKPI Definition View
Create portfolios to compare scorecards
Setup Portfolios
Review and finalize employee scorecardMy Profile / Scorecard at a Glance
Switch Scorecards / KPIs by PerspectiveStrategy / KPI List / KPI Exceptions
Search Portfolio / Search Detail by STSearch Summary by ST / My KPIs
My Manual KPIs / Manual KPI Search / KPI Query
Plan Headcount FPS
Conduct special projects?
Create scorecardDefine Scorecard Details
Identify Assessment GroupsAssociate Related KPIs
Set TargetsAssign Calendar to Scenario
Review and finalize scorecard
Set Targets / KPI CompareAssign Calendar to Scenario
Identify basis for Key Performance
Indicators (KPIs)Data Elements
CalculationsActionsActivity
Assessment
Define strategic goal and
measurements
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 31
PeopleSoft Enterprise Define Positions
Human Resource Specialist
Human Resource Analyst
History
Position
Vacant Position
BudgetStatus
Add/Update Positions
Update Department
FTE Budgets
Build Organizational Structure
Add or update position information and employment-related information
Add/Update Position Info
Define position information, including title, description, location, company,
department, hours, headcount, etc.Position Data
Classification Standards USFJob Codes
Occupational Series USFOfficial Position Titles USF
Organizational Posn Titles USFRate Code Details
Review?
Review information about employees currently or
previously assigned to a position
Position History
Review summary of position informationPosition Summary
Decideif need to?
Create Organizational
Structure
Define Deployment Goals and
Measurements
Create department, job code, or position budgets using total salaries
and budgeted FTE's for positions with an approved budget status
Update Dept Budget Data
Review prior or current budget summary
information Budget Status
Review a list of all positions currently open
in a departmentVacant Budgeted
PositionsHRMS Integration with FSCM - provides
HR position dataPOSITION DATA
POSITION_FULLSYNC POSITION_SYNC
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 32
PeopleSoft Enterprise Create Organizational Structure
Human Resource Specialist
Headcount Manager Plan
Headcount FPS
Identify direct or indirect reporting relationships
Build Position Structure
Define Positions
Create organization structure reports
Active/Inactive PositionsActive/Inactive Positions USF
Active Position HistoryActive Position History USF
Exception/OverrideException/Override USF
Mass Org Exception Report (USF)Incumbent History
Incumbent History USFJob Code USF
Job Code & Position AuditOccupational Series USF
OF8 Report USFPosition Status
Position Title Table USFVacant Position
Vacant Position USF
Create organizational report to validate
structure Create Organizational
Report
Create organizational chart based on position
structureBuild Organization Chart
Apply Changes (USF)Build Department
Organization (USF)
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 33
PeopleSoft Enterprise Plan Headcount FPS
Human Resource Analyst
Headcount Manager
Human Resource Approval Authority
Human Resource Specialist
New Hire
Identify Headcount for New Hire
Identify Headcount for Grade Promotion
Update Allocation Due to Temporary or
Permanent Leave
Grade Change
Leave or Termination
No
Delete Approved Headcount
Allocation Action
CAEs by Employee
Status Summary
Allocation Summary
Exceed BudgetedHeadcount
Obtain Headcount from another Department or Category
AvailableBudgeted
Headcount
Return Headcount Allocation Obtained from another
Department or Category
FTEs by Dept and Grade
Headcount by Dept and Grade
NominalHeadcount
Review Budget Line Detail
Audit and Review Grade s
Create Cube For Analysis
Review CAEC Summaries
CalculationResults
Budgeted Headcount by Dept
Headcount Summary
Archive
Allocate/Deallocate Headcount
Perform Annual Headcount Planning
Future/Pending Deallocations
Calculate Workforce Monthly or as Needed
CAEC Grades
Transfers
Lock-Ins
Summaries
New Hire
Grade Change
Leave or Termination
Decide if need to?
View a summary of headcount and recorded
moves by CAECBudget Line Detail
Create Organizational
Structure
Decide if need to delete
changes to..
Request a CAE allocation for a
new hireCAE Allocation
Approve deny headcount deallocation
CAE Deallocation Stamp
Calculate the authorized budget headcount management from the authorized budgeted headcount
Budget Line Detail
Decide if need to?
Calculate the authorized budget headcount from the budgeted
headcountBudget Line Detail
Need to review?
See section titled: "Calculate Workforce" to update and verify available headcount
Approve or deny allocation for new
grade changeCAE Change Stamp
Identify the budget line information for each CAEC
and associate a grade with a CAEC
CAE CategoryCAEC / Grade
View the CAECs to which a grade belongsCAEC/Grade
Build the CAE cubeCalculate
CAE Cube
Review list of CAEs allocated to an
employeeCAE/Employee Inquire
Lock in headcount on one CAEC to overstaff
another CAECBudget Line Detail
Review overview of the budget line info
Budget Line Summary
Define Deployment Goals and
Measurements
Lists the grades that do not belong to any CAEC or grades registered in multiple CAECs
Orphan GradesGrades Over Various CAEC
Review list of all CAE with an end date or list of CAE to be
deallocatedAll CAE to be Deallocated
Links Other CAE
Retrieve one FTE from available headcount for new hire and update
balanceCAE Allocation
Deallocate active CAE, i.e., make headcount available that has been designated for an employee that
has discontinued serviceCAE Deallocation
Set up CAE cube
CAE Cube Set Up
See section titled: "Calculate Workforce" to update and verify available headcount
Review CAEC summariesCAEC Summary
Average Index/CAEC
Authorizes overstaffing in a CAECOverstaffing
Identify budget line data, including budgeted headcount,
for each CAECFact with BL on Request
Decide if approval given?
Calculate FTEs per grade and department
Calculate FTE
Distribute headcount between departmentsBudgeted Headcount
AD
Request a CAE allocation based on headcount available in another
department/budget/categoryCAEC Locking Ins
Review and analyze headcount calculation results
Headcount Results
Create headcount data for cube analysis
Create Waged Hdct Cube(12m.)
Need to approve/deny allocation for?
Calculate headcount per grade and department
Employees/Grade and Dept
Review budgeted headcount authorized by department and
the calculated headcountBHAS
Review a summary of headcount and recorded
moves by CAECBudget Line View
Need to review?
How to obtain allocation?
Review CAE status summary
Track CAE
Need to review?
Deletes CAE if the allocation stamp is denied
Delete CAE
Archive the CAE dataCAE Storage
View actions captured in employee records and each
actions impactBudget Line Detail
Record the details of the Finance Act, including the initial Finance
Act and any amendmentsFact with BL on Request
Update the counter of the Finance Act for one or all budget
linesUpdate Counter
Need to calculate?
Retrieve the AHM and all mass freeezes and
transaction freezes, and view usable headcountBudget Line Detail
Approve or deny headcount allocation
for new hireCAE Allocation Stamp
Create a list of employees in a department
Nominal Headcount
Decide if need to?
Decide if need to review?
Identify CAEC grade discrepancies (one grade
registered in several CAECs)CAEC AuditSummarize headcount per
CAEC and departmentHeadcount/CAEC/Dept.
Unlocks CAE once the margin is positive.
Reduction in Overstaff
View the actions that resulting from the last CAE change and
delete the corresponding updates
Delete CAE and Related Actions
Deallocate the headcount in the current grade and reallocate to the
new gradeCAE Change
View lock-ins of authorized headcount budget that
result in authorized headcount management
Budget Line View
Review the status of the allocation or
deallocation procedureProcedures
View transfers of budgeted headcount that result in
authorized Budget Line View
Hire and Enable Resource
Hire and Enable Resource
Track Advancement FPS
Track Advancement FPS
Track Employee Personal Information
Track Employee Personal Information
Track Employee Personal Information
Hire and Enable Resource
Track Advancement FPS
Yes
Respond to Employee Lifecycle Actions
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 34
PeopleSoft Enterprise Maintain Employee Data
Payroll Administrator
Time and Labor Administrator
Human Resource Specialist
Respond to Employee Lifecycle Actions
Update Employee Information
Update Job Information
Track Citizenship Information
Track Employment Contracts
Review and Report Job Summary
Information
Track Labor Relations
Track Secondment Contributions -
FPS
Archive or Delete Employee Records
- FPS
Track and Report Regulatory Information
Track Seniority
Update Compensation
Track Tenure and Probation - USF
Track Flexible Service and
Tenure
Track Faculty Events
Track Advancement -
FPS
Grant Tenure -FPS
Measure Deployment
Effectiveness
Track Global Assignments
Manage Health and Safety
Manage Absences
Manage Time and Labor
Manage Payroll
Junction
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 35
PeopleSoft Enterprise Update Employee Information
Payroll Administrator
Time and Labor Administrator
Human Resource Specialist
Line Manager
Employee
Manage Health and Safety
View employee personal informationView Employee Personal Info
Phone NumbersEmail Addresses
Emergency ContactLocation Change (USF)
Review or update personal information - USFReview Change Requests (USF)
Address Change (USF)Phone Number Change (USF)
Marital Status (USF)Name Change (USF)
Review list of direct reports and select individual to reviewView Employee Personal Info
Dir Rep Multi-SelectDirect Rep Drill-Down
Direct ReportsEmployee Search
Identify employee's personal information
Emergency ContactEmergency Contacts Report
DisabilitiesMaintain Accommodation Data
Driver's License DataCredit Card
General CommentsCompany Property
Prior Work ExperiencePrior Career History FPS
Military Situation FRADependent Information
Depdnt Identification DetailsDependent Benef History FPS
Volunteer ActivitiesBank Accounts
Business ExpensesBadge
Birthdays ReportHome Address ReportMailing Labels Report
Documents (ITA)Company Codes (ITA)
Person Organizational SummaryMaintain a Person's POI Reltn
Modify a PersonAdditional Names
Add a POI Relationship General Availability MIL
Disabilities BRASecurity Clearance
Badge/Clearance Access Summary
Track Global Assignments
Manage Absences
Locate and review a person's record by
searching by national IDSearch by National ID
Identify checklist items to use as a guide for processing people
Person Checklist
Review or update personal informationPersonal Information Summary
Home and Mailing AddressPhone NumbersEmail Addresses
Emergency ContactsMarital StatusName ChangeEthnic Groups
Decide action?Decide action?
Manage Payroll
Birthday Alerts
Manage Time and Labor
Respond to Employee
Lifecycle Actions
Anniversary Alerts
Direct Reports
Company Directory
Measure Deployment
Effectiveness
Update basic employee
informationModify a Person
Complete and submit Section I of I-9 Form
Complete and Submit I-9 Form
Complete Employee I-9 Form submission or reverify/update existing I-9 record by detailing the employee's legally required
document informationComplete/Reverify EE I-9 Form
New Section I of I-9 Form needed?
Yes
Create list of employees whose I-9 Forms are due to expire or
whose final I-9 document information must be receivedI-9 Receipt/Expiration Report
No How to handle I-9 records?
Update Employee I-9 Record(s)
Print completed and submitted I-9
FormsPrint I-9 Forms
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 36
PeopleSoft Enterprise Update Job Information
Employee
Line Manager
Human Resource Specialist
Human Resource Approval Authority
AppointmentsJPN
Temporary Assignments
Request Job Changes
GBR
Personnel Action
USF
AssignmentsFPS
Civil Service Position
FPS
Personnel Action USF
Apply Job Changes by Individual
Employee
Apply Job Changes by Mass
Location
Transfer
Promotion
Reporting Change
Job Change(Europe)
View status of promotion request
View Promotion Status
Change employee locationRequest Location ChangeLocation Change (USF)
Track Faculty Events
Initiate a request for a job change that requires Works
Council ApprovalRequest Job Change
Review Job Change Request
Record the date an employee resignsTerms (ITA)
Request an employee transfer
Transfer Employee
Approve/deny personnel action
Approve Request USF
Decide if need to...
Identify nature and schedule of a temporary assignment
Temp Assignmt due to CompleteTemp Assignmt w/out End Date
Mass-Approve job change requests
Job Change Request ApprovalWC Automatic Approval
Grant Tenure -FPS
Review the status of a job change requests requiring Works Council
approvalReview My Job Change RequestReview All Job Change Requests
Review Errors and Warnings
Provide 1st level of authorization required for a personnel action1st Rqst Authorization
USF
Track Advancement -
FPS
Review the results of the mass employee job record change
Mass Update Result
Re-activate or update termination for temporary jobs
Reactivate/Update Termination
Create personnel action requestSupervisor Request USFPromote Employee (USF)Reassign Employee (USF)Reporting Change (USF)Retire Employee (USF)
Review Change Requests (USF)Separate Employee (USF)
Identify change in pay rate or salaryUpdate Compensation FPS
Grant Premiums FPS
View employee transfer employee
View Transfer Status
Apply mass changes to employee recordsMass Update Run
Control Page
Terminations - ITA
Initiate a request for a job change that requires Works
Council approval Request Job Change
Track Tenure and Probation - USF
Mass-Approve job change requests
Job Change Request ApprovalWC Automatic Approval
Identify new additional appointmentsAdditional Appointment JPN
Work Time - FPS Records work time changesUpdate Work Time FPS
Record work location and job information changesUpdate Assignment FPS
Job Data FPSMerge Employee Record FPS
Approve transfer employee
Approve Transfer
Modify employee categorizationUpdate Categorization FPSCategorization -FPS
Identify personnel action details of request ready for human resources to process
HR Processing USFCancel Personnel Action USFCorrect Personnel Action USF
Decide if need to?
Identify/update job-related information
Job DataCurrent Job
Pay Rate Change
Termination
Create personnel action request or termination of position or
leave of absenceEmployee Request USF
Request Termination (USF)
Approve reporting changesApprove Reporting Change
Track Seniority
Request employee promotion
Promote Employee
Track Flexible Service and
Tenure
Review reporting change statusView Reporting Change Status
Request employee termination
Terminate Employee
Review status of job change request
Review Job Change Request
Define the type of mass job data update to apply
to employee recordsMass Update Setup
Provide 2nd level of authorization required for a
personnel action2nd Rqst Authorization USF
Change and check civil service position Chg Civil Service Position FPS
Type of action needed for
direct reports?
Full/Part Time Status
Compensation - FPS
Distribute the cost of a main appointment between its additional
appointmentsCost Rate JPN
Request and review reporting changes
Request Reporting Change
Approve employee promotion
Approve Promotion
Change employee full/part time status
Change Full/Part Time StatusChange FTPT Status (USF)
Respond to Employee Lifecycle
Perform scheduled automatic or manual processing of personnel requests for future dated transactions that have been approved and need
to be pushed to various database recordsProcess PAR Push USF
Comp Actns USF (hidden)
Update Compensation
Note: The PAR Push processing may be scheduled to occur at specified times or performed manually at predetermined
intervals based on business requirements
Junction
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 37
PeopleSoft Enterprise Track Seniority
Payroll Administrator
Time and Labor Administrator
Human Resource Specialist
Identify seniority for a workerIdentify Seniority (BEL)
Calculate the severance amount
Create Notification (BEL)
Update seniority components in compensation packages
Update Seniority Pay
Manage Health and Safety
Measure Deployment
Effectiveness
Decide if need to?
Create Notifications reportCreate Notification (BEL)
Verify workers are still eligible for seniority pay components
Update Seniority Eligibility
Track Global Assignments
Manage Absences
Review employee records with multiple codes
Multiple Seniority Components
Update Job Information
Review and set Claeys calculation variables
Create Notification (BEL)
Junction
Manage Time and Labor
Manage Payroll
Review employee seniority information
Seniority Report
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 38
PeopleSoft Enterprise Update Compensation
Payroll Administrator
Time and Labor Administrator
Human Resource Specialist
Measure Deployment
Effectiveness
Update Job Information
Manage Health and Safety
Recalculate compensation packages
Calculate Compensation
Manage Absences
Refresh the compensation defaults
in Job DataRefresh Compensation
Manage Time and Labor
Junction
Manage Payroll
Track Global Assignments
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 39
PeopleSoft Enterprise Track Tenure and Probation - USF
Payroll Administrator
Time and Labor Administrator
Human Resource Specialist
Track Tenure - USF
Track Probation - USF
Update Job Information
Identify employees who are within 60 days of tenure waiting period Process Automated Actions USF
Create a worklist item and notify supervisors of probation
terminationProbat Term-Supv Notif USF
Manage Time and Labor
Track Global Assignments
Identify employees who are within 60 days of probationary period
Process Automated Actions USF
Update tenure status for employees passed tenure datesProcess Automated Actions USF
Decide if need to?
Junction
Manage Absences
Create a worklist item and notify supervisors of tenure conversionTenure Conversion Notice USF
Measure Deployment
Effectiveness
Manage Health and Safety
Manage Payroll
Terminate probationary periods for employees passed probation
datesProcess Automated Actions USF
Create a worklist item and notify supervisors of terminated
probationsProbat Term-Supv Notif USF
Create a worklist item and notify supervisors of processed
conversionTenure Conversion Notice USF
Identify or terminate?
Identify or convert?
Identify EmployeesAwaiting Tenure
Perform TenureConversions
Identify EmployeesAwaiting Probation
Termination
TerminateProbationary Periods
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 40
PeopleSoft Enterprise Track Flexible Service and Tenure
Payroll Administrator
Time and Labor Administrator
Human Resource Specialist
Yes
No
Track Service
Track Tenure
Define or UpdateTenure Tracking
Information
Assign and Calculate Tenure
Yes
No
Yes
No
Review changes made to academic rank and
tenure statusReview Rank/Status
History
Review?
Decideif need to?
Track employee's service accrued from
other institutions Create Tenure Data
Create calculation groups
Calculation Group
Review history of service credits
Service History
Track Global Assignments
Activate tenure tracking for an
employee Job Data
Review results of tenure accrual for calculation process Review Tenure Calc Summary
Review flexible service calculations
Flexible Service Summary
Update the tenure service totals and employee service
historyPerform Tenure Calculations
Review temporary results of tenure calculation
Review Tenure Run Results
Manage Absences
Review processing messages to ensure accuracy
Review Processing Messages
Create calculation groups
Calculation Group
Manage Health and Safety
Manage Time and Labor
Review?Calculate service
accrualsCalculate Service
Need new calculation
group?
Review jobs and positions eligible to
accrue service creditsView Related Jobs
Review or update default tenure data, add
additional details, and assign calculation group
Create Tenure Data
Establish academic ranks, eligibility, and probationary periods
Academic Rank
Identify experiences and credits from other institutions
and apply toward tenureExperience/Credit Codes
Identify service calculation group and
FTE value for prorating accrued service
Job Data
Calculate tenure service for a group or an individual
Perform Tenure Calculations
Updateservice accrual
definitions?
Review accrual processing results
View PeriodicResultsMessage Log
Review current jobs that count toward
tenureReview Related JobsDecide if
need to?Need new calculation
group?Measure
Deployment Effectiveness
Update Job Information
Create tenure reports Tenure Calculation
Tenure Years of ServiceEmployee Tenure Status
Identify employee's startup credits and
exceptionsFlexible Service
Review employee flexible service
Calculated Service ReportEmployee Service Report
Junction
Establish calendars for accruing service years
Calendar
Define rules for service accruals, including rounding
and adjustmentsService Rules
Group actions and reasons that count
toward accrual HR Action/Category
Manage Payroll
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 41
PeopleSoft Enterprise Track Faculty Events
Employee
Payroll Administrator
Time and Labor Administrator
Human Resource Specialist
No
Yes
Review the final, approved employee cases
Review Case StatusCase Review Status Rpt
Track participation in activities and committees
Review Committee MembershipActivities
Need to track?
Update tracking data?
Measure Deployment
Effectiveness
Manage Health and Safety
Review case information
Case Information
Track employee's administrative posts, titles,
and appointments Administrative Posts
Define employee case, i. e., change in tenure status, title
changeIdentify Employee Case
Manage Payroll
Track Global Assignments
Manage Time and Labor
Review Faculty history information
Faculty Events Hist Rpt
Track employee's student advisees
Student Advisement
Define administrative posts
Administrative Posts
Identify courses the employee is assigned to
teachTeaching Responsibilities
Define committee details
CommitteesCommittee Type
Review less sensitive case information Case Progress
Manage Absences
Update Job Information
Junction
Recruiting Recruiting
Update or review my faculty events
ActivitiesAdministrative Posts
Committees Presentations
Professional TrainingPublications
Student Advising Teaching
Responsibilities
Track faculty competencies and accomplishments
PresentationsPublications
Define DETYA detailsClassification Code AUSOrganization Unit AUS
Identify full-time and part-time member data
Full-Time MemberFull-Time SurveysPart-Time Surveys
Load and report on teaching dataLoad FT Teaching Member Data
Load Teaching Survey Data Create Survey Stats CANFT Survey Stats CAN Rpt
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 42
PeopleSoft Enterprise Track Advancement - FPS
Payroll Administrator
Time and Labor Administrator
Human Resource Specialist
Advance Employees
Promote Eligible
Employees
Reclassify Employees
Decide if need to?
Manage Absences
Review advancement simulation
Career Simulation Report
Identify employees to be advanced and update career
records automaticallyAutomatic Step Increment
Repair/adjust the impact of inserting or deleting a
career action with an old effective date
Retroactivity Processing
Manage Health and Safety
Request new career classification for individual
employeesIncrement Step/Promotion
FPS Delete advancement dataIncrement Step/Promotion
FPS
Simulate reclassification and save the results
Reclassification Simulation
Review employees selected for promotion and add or remove
employeesReview Promotable Employees
Update employee records with valid reclassifications Update Career
Manage Payroll
Calculate promotion probation period end dates
Calculate End of Probation Pd
Identify promotable employee population
Select Promotable Employees
Calculate seniority and length of service
Calculate SeniorityCalculate Length of Service
Measure Deployment
Effectiveness
Review career seniorityReview Career Seniority
Update career advancementNext Step Increment
Update the advancement date or demote
Freeze Advancement/Demotion FPS
Clear the advancement simulations
Delete Simulation Records
Simulate advancement for a corps or employee
Step Increment Simulation
Update career classification data for individual employees
Increment Step/Promotion FPS
Track Global Assignments
Identify employees selected for promotion for a specified datePromotable Employees Report
Validate reclassificationsValidate Reclassification
Decide if need to?
Advance multiple employees at one time
Step Increment
Identify expected step or sub step increment dates
Step Increment DateReset Advancement Dates
Manage Time and Labor
Decide if need to?
Update seniority bonus to speed up advancementUpdate Seniority Bonus
FPS
Define reclassification conditions and
proceduresDefine Reclassification
Decideif need to?
Update Job Information
Define grade promotion criteria
Define Promotion Rules
Plan Headcount -FPS
Plan Headcount -FPS
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 43
PeopleSoft Enterprise Grant Tenure - FPS
Payroll Administrator
Time and Labor Administrator
Human Resource Specialist
Accomplishments
Competencies
Grant Tenure
Extend Probation
Terminate Employee
Manage Payroll
Manage Time and Labor
Junction
Manage Absences
Measure Deployment
Effectiveness
Compare employee's accomplishments with
those required by position
Validate Probation Period
Modify employee status and provide information
on tenureUpdate Status FPS
Inform managers of trainees eligible for
tenureTrainees to be Given
Tenures
Review employee tenure dates
Update Status FPS
Manage Health and Safety
Review trainee grade and step data and hold,
validate or deny tenureValidate Probation Period
Review employee's competencies with those required by
positionValidate Probation
Period
Grant tenure and update status code
Assign Civil Servant Status
Decide if need to?
Need to review?
Select employees eligible for tenure within specified
periodCalculate Future Tenures
Track Global Assignments
Update Job Information
Calculate tenure date for individuals or
groupsCalculate Tenure Date
Notify trainee supervisors of probation and
dates
Review a probation period
after the first rejection
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 44
PeopleSoft Enterprise Track Citizenship Information
Payroll Administrator
Time and Labor Administrator
Human Resource Specialist
Citizenship
Identification Data
Track Substantial Presence
Passport/Visa ExpirationsAudit Passport/Visa expiration
datesPassport/Visa Expiration Audit
Junction
Manage Payroll
Manage Health and Safety
Measure Deployment
Effectiveness
Manage Absences
Manage Time and Labor
Track Global Assignments
Audit citizenship/country/Visa discrepancies
Citizenship/Country/Visa Audit
Need to test or audit?
Review, update and validate identification data provided
Identification Data
Respond to Employee Lifecycle
Identify details about employee's substantial
presence in the USEmployee Presence Test USA
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 45
PeopleSoft Enterprise Track Employment Contracts
Payroll Administrator
Time and Labor Administrator
Human Resource Specialist
North America
USF
Terminate
Replace
PrepayOptions
Recalc
Yes
Update
Create
Yes
No
Renew
Belgium
End andReason
Manage Time and Labor
Manage Payroll
Decide if?
Update contractsUpdate Contracts
Track Global Assignments
Junction
Update contract payUpdate Contract Pay NA
Define contract clausesDefine Contract Clauses
Define contract typesDefine Contract Types
Measure Deployment
Effectiveness
What contract action is
needed?
Manage Health and SafetyTrack information on the
termination of an employee's contract
Terminate Contract BEL
Renew pay contractRenew Pay Contracts NA
Define contract end and reasonDefine Contract End BEL
Define Contract End Reason BEL
Define contract templatesDefine Contract Templates
Create employment contract reports
Contract Information Report
Manage Absences
Identify prepay optionsContract Prepay Options NA
Identify the replacement contract
Replace Contract BEL
Need to create or update
contract?
Decide if?
Recalculate contract work days
Recalc Contract Work Days NA
Update existing contract with renewal informationService Agreements USF
Create Template?
Create report?
Respond to Employee Lifecycle
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 46
PeopleSoft Enterprise Review and Report Job Summary Information
Payroll Administrator
Time and Labor Administrator
Human Resource Specialist
Measure Deployment
EffectivenessCreate workforce reports for French Public Sector
Part-Time Schedule FPSCS Position Request tbc FPS
CS Position - Rqst Reject. FPSCS Position/Employee FPSCareer - Request tbc FPS
Career - Request Rejected FPSEmployee Career/Action FPS
Assignment - Request tbc FPSAssignment - Rqst Rejected FPS
Work Time - Request tbc FPSWork Time - Rqst Rejected FPS
Compensation - Request tbc FPSCompensatn - Rqst Reject. FPS
Collective Orders FPSIndividual Orders Edits FPS
Collective Orders Updates FPSPending Orders FPS
Manage Health and Safety
Track Global Assignments
Create workforce reportsEmployee Turnover Analysis
Primary Job AuditPending Future Actions
Request Ad hoc ProcessDepartment Action Notices
Create As-of-Date Mass ReportCreate As-of-Date RequestAs Of Date Request USF
Create Calendar Year RequestDatabase Audit
Create From/Thru Dates RequestWorkforce Survey Result (CAN)
Groups by Emplymt Type Rpt (CAN) Groups by OCC Group Report (CAN)
Groups/Jobs Filled/Vacated (CAN)Workforce Survey Stats (CAN)
Create Job Information ReportsPersonnel Actions History
Personnel Actions History USFAppointment Affidavits USF
Award Action USFSetup Wage/Separation USFPrint Wage/Separation USF
Request Personnel Action USFNotice of Personnel Action USF
Employees on Leave of AbsenceRequest Prelim Empl Data USF
Temporary EmployeesYears of Service
Social Report BELOfficial List ESP
Create AFI File ESPEstablish Synchronization FRAAppointment Notification JPN
Appointment List JPNCompletion of IC Transfer JPNEmployee Assignment List JPN
Matricula Book (ITA)Matricula Calculation (ITA)
Employee Listing SGP
Manage Time and Labor
Review OEE workforce survey for Canada
Workforce Survey Results
Decide if need to?
Manage Payroll
Action to take?
Manage Absences
Review job information for employee of French Public Sector
Merge Employees FPSReview Merge Results FPS
Job Data FPSJob Data History FPSCurrent Status FPS
CS Position History FPSAssignment History FPS
Career History FPSCurrent and Prior Career FPS
Career Seniority FPSCS Position/Career FPS
Career/CS PositionCompensation History FPS
Review job informationWorkforce Job Summary
Job Summary JPNMultiple Jobs Summary
Compensation Summary USFPersonal Data USF
Respond to Employee Lifecycle
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 47
PeopleSoft Enterprise Track Labor Relations
Employee
Payroll Administrator
Time and Labor Administrator
Human Resource Specialist
Grievance
DisciplinaryAction
Negotiability
Identify disciplinary action, action taken, and final resolution
Record Disciplinary ActionsRecord Disciplinary ActionsUSFRecord Negotiability AppealUSF Create labor relations reports
Discipline Action Summary Grievance Detail
Employee Disciplinary Action Grievance Summary
Union Fees ESPUnion Membership USF
Union MembershipLabor Relations Letters
Respond to Employee Lifecycle
Identify negotiability appeals item and tracking details
Record Negotiability Appeal USF
Identify grievances filed, action taken, and final resolution
Record Grievances
Request change in job, if desiredRequest Job Change
Review My Job Change Request
Need to record?
Obtain time worked information from
payrollExtract Payroll Data
Update wage progression activity records
Update Wage Progression
Review and adjust wage progression details
Review Wage Progression
Review earning period details per pay period about worker’s
hoursReview Time Details
Approve workers for wage progression
Approve Employees to Advance
Process advancementsProcess Wage Progression
Wage Progression
Define groups of workers to layoff or
recallLabor Group Definition
Define layoff parameters
Layoff Roster
Run layoff processLayoff Roster
Review list of laid off workers
Layoff Roster Report
Process and maintain workers reemployment
(recall) rightsProcess Recall Rights
Recall Rights
Reinstate or recall workers?
Layoffs andRecalls Reinstate
Recall
Rehire laid off workers quickly
Reinstatement Roster
Rehire with more flexibility
Recall Roster
Create layoff and recall reports
Layoff Roster ReportBumping ReportSeniority Report
Candidate List ReportRecall Roster Report
Manage Payroll
Manage Time and Labor
Manage Absences
Measure Deployment
Effectiveness
Track Global Assignments
Manage Health and Safety
Action to take?
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 48
PeopleSoft Enterprise Track Secondment Contributions - FPS
Payroll Administrator
Time and Labor Administrator
Human Resource Specialist
Junction
Manage Health and Safety
Manage Time and Labor
Measure Deployment
Effectiveness
Calculate retirement contributions for employees in
secondmentCalculate Contribution FPS
Create contribution amount letters to employees
Contribution Call Letter FPS
Review employees in secondment
Review Payment Cont FPS
Respond to Employee Lifecycle
Manage Payroll
Track Global Assignments
Manage Absences
Receive employee
contribution payments
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 49
PeopleSoft Enterprise Archive or Delete Employee Records - FPS
Payroll Administrator
Time and Labor Administrator
Human Resource Specialist
Manage Absences
Respond to Employee Lifecycle
Manage Health and Safety
Measure Deployment
Effectiveness
Track Global Assignments
Junction
Manage Time and Labor
Manage Payroll
Delete, and archive employee personal data, civil service position, work time, or
career dataDelete Career Data FPS
Delete ID FPSPersonal Data Deleted ID FPS
Employee File Cncl FPSAssignment Archive FPSCS Position Archive FPS
Career Archive FPSWork Time Archive FPS
Compensation Archive FPSPremium Archive FPS
Seniority Bonus Archive FPSEE Categorization Archive FPS
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 50
PeopleSoft Enterprise Track and Report Regulatory Information
Payroll Administrator
Time and Labor Administrator
Human Resource Specialist
Yes
No
Define regulatory reporting CANDefine Canadian Pay Equity
Define Canadian NOC Codes
JunctionType of reports?
Create CPDF reporting information Dynamic TableStatus Table
Edit ValidationError Report
Dynamic/Status FileOrganizational Component File
Create regulatory reports - BRACAGED File/Report BRA
Employee Registry Report BRA
Creates reports on heavily disabled individuals DEU
Heavily Disabled DEU
Define edit and field information for CPDF
CPDF Fields USFCPDF Edits USF
Define regulatory reporting requirements AUS
Define ASCO CodesDefine APS Movement
Define APS Non-English Code
Create and review DIMONA termination notifications to be sent
to the Belgium Social Security office (RSZ) in the form of flat files
Create DIMONA Notification (BEL)Review DIMONA Notification (BEL)
Identify establishment informationEstablishments
Review Controlled Estb Ids
Track Global Assignments
Create regulatory reports AUSAPS Employee Additional Data
ASCO ReportCreate APS PSMPC
Manage Payroll
Manage diversity compliance NLD Law SAMEN Registration
Law SAMEN Report
Manage Health and Safety
Create EEO reportsEEO-1 Employer Info
EEO-1 Job Analysis ReportEEO-4 State/Local Govt
EEO-5 Job AnalysisEEO Groups by PATCOB/POI USF
EEO Grps by PATCOB/SubAgcy USFEEO Groups by Series/POI USF
EEO Grps by Series/SubAgcy USF
Define accommodations required for disability reasons
Accommodation Types (USA)Maintain Affirmative Actn Plan (USA)
Create regulatory reports USAIPEDS-S (USA)SF113-A USFSF113-G USF
Manage Time and Labor
Type of tracking?
Create regulatory reports CHE
Company Statistics CHE
Need to define tracking?
Create veteran reports USAVETS-100 AnalysisVETS-100 ProcessVETS-100 Submit
Maintain Military Dischrg DateVETS-100 by POI USF
VETS-100 by Sub Agency USF
Identify mandate information for French employees
Mandates FRA
Creates reports on heavily disabled individuals ITA
Equal Opportunities ITADisability Report ITA
Union Report ITA
Measure Deployment
Effectiveness
Regulatory reports - UKAdverse Impact
Job Group RosterJoint Staffing
NI Fair EmploymentsTermination AnalysisWorkforce AnalysisCreate regulatory reports CAN
Employment EquityNational Occupation Codes
Official Language RequirementsPay Equity
Identify job tasksJob Code Tasks
Job GroupsJob Tasks
Respond to Employee Lifecycle
Manage Absences
Create regulatory reports - General Workforce
Job Group AnalysisJob Group Analysis SummaryJob Group Movement Analysis
Job Group RosterTerminations Analysis
Workforce Analysis
Regulatory reporting Information FRA
Pension/Cont. Contracts ReviewCompute Employee Survey
Edit Employee SurveyEmployee Survey Report
DisabilityMonthly Workforce
Single Hiring StatementPersonal Register
Workforce by NationalityBIAF
Election ReportDefine standard
diagnosis informationDiagnosis
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 51
PeopleSoft Enterprise Manage Health and Safety
Health and Safety
Administrator
Human Resource Specialist
Maintain Employee Data
Measure Deployment
Effectiveness
Define Health and Safety Tracking
Information
Record Employee Medical Exam
Results
Verify Witnesses or Personnel Involved with
Incident
Obtain Incident Information
Create Health and Safety Reporting
Information
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 52
PeopleSoft Enterprise Create Health and Safety Reporting Information
Health and Safety
Administrator
Human Resource Specialist
Health and Safety Reporting Data
Canada
Health and Safety Reporting Data
Germany
Health and Safety Reporting Data
GBR
Regulatory Reports
Regulatory ReportsCHE
Regulatory ReportsCAN
Regulatory ReportsESP
Regulatory ReportsGBR
Regulatory ReportsUSA
Regulatory ReportsFRA
Create report containing accident details CHE
Accident CHE
Need to create?
Prepare and load RIDDOR data GBR
RIDDOR Data GBR
Identify incidents that did not result in the loss of wages ESPIncident w/o Lost Wages ESP
Prepare BC WCB data for file creation
CANWCB EDI Data CAN
Need to create?
Create list of case numbers and details of the injury/illness USA
OSHA-200 Log (USA)
Record Employee Medical Exam
Prepare accident, incident , and illness data and load to temporary data table DEU
Accident Data DEUIllness Data DEU
Create a French health and safety report FRA
Work Accident FRA
Create a Report of a Case of a Disease report GBR
Illness GBR
Creates and sends the BC WCB EDI file CAN
Create WCB EDI File CAN
Create a report of injury or dangerous occurrence
Injury/Dangerous Occ GBR
Create health and safety reports DEU
Accident DEUIllness DEU
Incident Location Summ DEUReportable Accident/Illnss
DEU
Obtain Incident Information
Measure Deployment
Effectiveness
Create health and safety reports CAN
WCB Form 7 CANWCB Incident CAN
Identify accidents with and without absence days
Create Delt@ PAT/RAF ReportESPCreate Delt@ RATSB Report ESP
Regulatory ReportsBRA
Create CAT and PPP Reports BRA
CAT Report BRAPPP Report BRA
Work RestrictionSummary
Review Employee With Work Restriction summary
Employee Work Restriction Smry
Create OSHA reportsOSHA 301 Incident Report OSHA 301 Incident Report
PrintOSHA 300 Incident Log OSHA 300A Annual Summary
OSHA 300 Runs OSHA 301 EE Incident Report OSHA 301 NE Incident Report
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 53
PeopleSoft Enterprise Define Health and Safety Tracking Information
Human Resource Specialist
Health and Safety
Administrator
Accident/Injury Information
Germany
Accident/Injury Information
Canada
Mixed CommitteesMexico
Accident/Injury Information
Great Britain
Medical ServicesAustralia
Define hazardous environmentsDangerous Occurrences
Job Code HazardsLocation Hazards
Hazardous Conditions/MaterialsHazard Units BRA
Hazard Concepts BRA Work Hazards BRA
Job Code Hazards BRA Work Area Hazards BRA
Record Employee Medical Exam
Results
Define medical dataAllergy
ImmunizationMedicationDiagnosis
Occupational Illnesses
Define medical services AustraliaClaim Threshold - Claims AUSClaim Threshold - State AUSClaim Threshold - Union AUS
Medicare Item Details AUS
Need to define?
Identify details for the Mexican mixed committees
Mixed Committee MEX
Define accident or injury information Germany
Case Officer DEUCorrective Actions DEU
Disease Class DEUPreventative Actions DEU
Unsafe Items DEUWork Area Class DEU
Work Area Category DEUWork Area DEU
Define work restrictionsCodes and Effective Dates
Modified Work
Define accident or injury informationAccident Types
Body PartsNature of InjurySource of Injury
Unsafe ActsAnimals Involved
Transportation
Maintain Employee Data
Verify Witnesses or Personnel Involved with
Incident
Define accident or injury information Great Britain
External Scheme GBR
Define accident or injury information Canada
Class/Subclass CANOccupations CAN
Contributing Factors CANPreventative Actions CAN
Define physicians and facilities
Medical FacilitiesPhysicians
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 54
PeopleSoft Enterprise Obtain Incident Information
Health and Safety
Administrator
Incident
Vehicle/Equipment
Industrial Hazard
Germany
Yes
No
Identify injury detailsInjury Details
Injury Details BRA
Identify claims details related to a rehabilitation plan
Create Employee Rehab Plan
Review all incidents by specific individual has been involved
Review Employee Injury SummaryEmployees In Incidents (rpt)Review Injury Summary BRA
Identify assigned case officers (DEU)
Case Officer Assignment
Record?
Identify industrial hazard code for employee (DEU)Coop Society Data
Identify basic incident informationIncident Details
Incident Detail (rpt)Incident Lost Work (rpt)Incident Summary (rpt)
Location Incident Summary (rpt)Non-Employees In Incidents (rpt)Vehicle Incident Summary (rpt)
Incident Details BRA
Verify Witnesses or Personnel
Identify any corrective actions
and/or preventative actions
Identify Corr/Prevent Actions
Create Health and Safety Reporting
Identify information about vehicles or equipment
Vehicles/Equipment Involved
Is rehabilitation needed?
Identify charges related to injury or illness claims
Open ClaimClaim Summary Overview (rpt)
Incident Claim Detail (rpt)
Incident with injury?
Rehab for employee? Yes
Identify claims details related to a rehabilitation plan for non-employeeCreate Non-Employee Rehab Plan
No
Yes
No
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 55
PeopleSoft Enterprise Record Employee Medical Exam Results
Health and Safety
Administrator
Physical
Respiratory
Eye
Audio
Health Card
Drug Test Data
Exam Dates/StatusGermany
IllnessGermany
No
Yes
Needto record?
Identify basic exam informationEye Exam
Define Health and Safety Tracking
Information
Identify case officers (DEU)Case Officer Assignment
Identify basic exam and physician information, test
results and commentsHealth Card (USF)
Identify medical examination dates and exam status for
employee (DEU)Employee Checklist
Identify basic exam informationPhysical Exam
Identify hearing exam classification
Audiometric Exam
Create Health and Safety Reporting
Information
Identify data to track employee illnesses (DEU)Illness Tracking
Identify respiratory exam information
Respiratory Exam
Need to review health card info?
Identify basic exam and physician information such as name and address and drug
sensitivities from previous test administered
Drug Test (USF)
Review employee information, position
information, physician information, drug
sensitivities and previous tests, and drug test resultsReview Health Card Info
(USF)
Identify medical exam results (BRA)Medical Exam Results BRA
Exam ResultsBrazil
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 56
PeopleSoft Enterprise Verify Witnesses or Personnel Involved with Incident
Health and Safety
Administrator
Family
Employment
Employee
Non-Employee
Name
Identify additional employee
informationEmployee
Identify personal information for non-employees
involved in incidents
Non-Employee
Identify employment information
Employment
Obtain Incident InformationNeed to track?
Define Health and Safety Tracking
Information
Identify employee family information
Family
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 57
PeopleSoft Enterprise Track Global Assignments
Employee
Human Resource Specialist
Respond to Employee
Lifecycle Actions
Measure Deployment
Effectiveness
Notify Employee of Global
Assignment
Identify Global Assignment Information
Identify Travel and Education
Allowances
Complete Assignment and
Update Competencies
Receive Assignment Information
Prepare for Assignment
Perform and Complete
Global Assignment
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 58
PeopleSoft Enterprise Complete Assignment and Update Competencies
Employee
Human Resource Specialist Measure
Deployment Effectiveness
Record information regarding completed
assignment and close host recordHome/Host Information
Create report of employee's on global
assignmentsEmployee on Assignment
Report
Track job information while on assignment
Home/Host Information
Identify Travel and Education
Allowances
Perform and Complete Global
Assignment
Maintain profilesPerson Profiles
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 59
PeopleSoft Enterprise Identify Global Assignment Information
Employee
Human Resource Specialist Home/Host
Assignment
Dependents
Immediate Family
Summary
Identify Travel and Education
Allowances
Identify information about the disposition of employee home
residencesHome and Host Data
Review a summary of employee's assignment and organizational
relationships Review Assignment Summary
Person Organizational Summary
Review information on dependents in employee's
immediate familyReview Immediate Family Data
Identify dependents and beneficiaries, addresses, and
personal informationDependent Data
Identify basic assignment information such as type, dates
and host contactAssignment Data
What information is
needed?
Prepare for Assignment
Identify new hostAdd a Host Assignment
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 60
PeopleSoft Enterprise Identify Travel and Education Allowances
Human Resource Specialist
EmployeeCompany
Paid Travel
EmployeeEducational
Reimbursements
DependentCompany
Paid Travel
DependentEducational
Reimbursements
Accompanying Dependent
Identify Global Assignment Information
Identify employee's dependents who will travel
with the employeeDependent Accompanying
Complete Assignment and
Update Competencies
Identify financial assistance information for
a dependentDependent International
School
Identify supplemental earnings and deductions
Assignment Compensation
Identify additional company-paid travel
Dependent Company Paid Travel
Identify company-paid travel
Company Paid Travel
Identify employee financial assistance informationInternational School/
Program
Need to record?
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 61
PeopleSoft Enterprise Manage Absences
Line Manager
Payroll Administrator
Time and Labor Administrator
Human Resource Specialist
Maintain Personnel Records
Manage Leaves (USF)
Authorize and Track FMLA Leave
Define Absence Tracking and
Assign Schedules
Record Absences, Vacations,
Accruals and Entitlements
Analyze Absence Information and Identify Trends and Patterns
Measure Deployment
Effectiveness
Provide Absences to Payroll
Request and Approve Absences
and Vacations
Manage Time and Labor
ManagePayroll
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 62
PeopleSoft Enterprise Manage Leaves USF
Employee
Human Resource Specialist
Leave DonationsInternal
Leave Donations External
LeaveRequests
Yes
No
Update Leave Accruals
Update Leave Bank
GeneralLeave Summary
Information
Leave Enrollment
Leave Donations
Leave Bank Ledger
Leave Balances
Create applications
for?
Review donations made to a leave transfer program recipient
Track Leave Donation
Measure Deployment
Effectiveness
Review and adjust employee enrollment in earnings accrual
classes or manually enroll employees in accrual classes
Employee Accruals EnrollmentUpdate Leave Accrual Elections
Maintain Employee Data
Create an application to donate leave to the leave
transfer programVoluntary Donations
Review by effective date hours contributed to or withdraw from employees participating in the
leave bank programReview Leave Bank Ledger
Create an application to donate to leave bank or
transfer program to be used by an employee outside of
the agencyExternal Leave Donations
Review leave balances and totals for a particular employee
Leave Accruals (rpt) Using auto enrollment for leave
accruals?
Process donations and update accruals, additional pay, and
leave ledgersRequest Leave Bank/Transfers
Decide if need to?
Initiate leave accrual process balance for all employees currently enrolled in the
selected benefit planCalculate Leave Accruals
Create application to receive hours from a leave programCreate Leave Recipient App
Inquire on automatic leave enrollment history
Track Auto Leave Enrollment
Leave Admin USF reportsLeave Acceptance Notifications
Leave Bank ParticipantsLeave Denial Notifications
Leave Transfer ParticipantsLeave Bank Application/Donate
FEFFLALeave Audit SF1150
Review summary leave contributions, withdrawals, and balances by leave program type
Review Leave Program Summary
Request leave Request Leave of Absence
(USF)
Automatically enroll employees in earnings accrual classes based on the PAR or leave
program activity and the leave class rules
Request Auto Leave Enrollment
Need to review?
Applications
Accruals
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 63
PeopleSoft Enterprise Authorize and Track FMLA Leave
Human Resource Specialist
Employee
Record significant events that affect FMLA leaves
Request/Authorize/Track Leave
Authorize or deny FMLA requestRequest/Authorize/Track Leave
Process FMLA Leave (USF)
Measure Deployment
Effectiveness
Maintain Employee Data
Review FMLA reportsStatus Report
Payroll Audit ReportFMLA (USF)
Schedule FMLARequest/Authorize/Track Leave
Request time off to care for
themselves or a family member
Take requested time off from employment
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 64
PeopleSoft Enterprise Define Absence Tracking and Assign Schedules
Human Resource Specialist
AssignWork Schedule
(Using Time and Labor)
Assign Entitlements
Assign or Override Work Schedules
(Using Global Payroll)
Assign Entitlements
FRA
Entitlements
Prior Service AUS
Absence Typesand Takes
Absence Takes - NLD
AbsenceReasons - GBR
MonitorAbsences
Leave Plans andVacation Buy/Sell Plans
Schedules(Using
Human Resources)
Working Time DirectiveReporting
UK
Schedules(Using Time and Labor)
Vacation Plan
Holiday/Work Schedules
(Using Human Resources)
AssignWork Schedule
(Using Time and Labor)
Benefits
Maintain Employee Data
See model titled "Track Time and Labor" to create
work schedules
Need to define?
Assign or override a specific employee's long-term, alternate
or daily scheduleAssign Work ScheduleDaily Work Schedules
Pay Groups
Define benefits plan and programs
Benefit PlanBenefit/Deduction Program
Assign holiday and work schedules using PeopleSoft
Human ResourcesAssign Work/Holiday
Schedules
Define absence types and take parameters GBLAbsence Take Types
Absence Takes
Add and update an entitlement for a global employee
Assign Entitlements and TakesVacation Entitlm and Takes BRA
Define absence take parameters NLD
Absence Takes NLD
Note: If both PeopleSoft Time and Labor and Global Payroll are being used, a schedule may be created
and assigned only once
Create holiday and work schedules
Holiday SchedulesWork TemplatesWork Schedules
Define the payee's prior services to be used in the
calculationDefine Prior Service AUS
Assign vacation plans to employees
Vacation Plan
Define working time directive reporting parameters and default
settingsWorking Time Directive UK
Identify information used by Global Payroll for FranceDependent Information
Using Global Payroll Absence Management?
Record Absences, Vacations, Accruals
and Entitlements
Need to define?
Need to assign?
Need to assign?
See: "Plan Benefits Structure" to create vacation and leave plans and assign them to benefits programs
Define absence classes, types and specific detailsAbsence ClassesAbsence Types
Absence Parameters
Define absence reasons GBRAbsence Reasons GBR
Define absence entitlement plansAbsence Entitlement Plans CHEAbsence Entitlement Plans DEU
Define calculation rules etc. for Absence Entitlements GBL
Absence Entitlements
Map absence to Payroll
Yes
No
Track Time and Labor
Track Time and Labor
Track Time and Labor
Track Time and Labor
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 65
PeopleSoft Enterprise Request and Approve Absences and Vacations
Human Resource Specialist
Employee
Line ManagerRequest
Employee Absence
Review Absence Requests
Yes
No
View absence balances and history
Absence BalancesAbsence Request History
View absence requests Absence Request History
Request absence on behalf of direct report
Absence Requests
Request time off from workAbsence Request
View absence request statusView Absence Request Detail
Manage Payroll
Maintain Employee Data
Is upper management's
approvalrequired?
Review absence history and entitlement balances
Absence BalancesAbsence Request History
View absence requests from direct reports
Absence Request History
Approve absence requests from direct reports
Absence RequestsAnd/Or?
Approve absence requests
Absence Requests
View absence balances and history from direct reports
Absence BalancesAbsence Request History
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 66
PeopleSoft Enterprise Provide Absences to Payroll
Payroll Administrator
Human Resource Specialist
Time and Labor Administrator
Line Manager
Manage Time and Labor
Request and Approve Absences
and Vacations
Provide absence information to North American Payroll
To Payroll for North America
Payroll system?
Manage Payroll
Record Absences, Vacations,
Accruals, and Entitlements
Provide absence to Payroll Interface
To Payroll Interface
Global Payroll Global Payroll
Time and LaborTime and Labor
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 67
PeopleSoft Enterprise Record Absences, Vacations, Accruals and Entitlements
Employee
Line Manager
Human Resource Specialist
Absence Event
Mass AbsenceRequest
Mass VacationRequests
Vacations
Maternity Leave
Vacation
IncidentalAbsence
Maternity/Parental
AbsenceFPS
Protected Absence
BEL
Leave Accruals
Vacation AccrualLeaveAccruals
Yes Absences
Absencesor leave
accruals?
Updates absencesAbsences FPS
Consolidate company workforce data - NLD
Export Company Data NLDEmployee Illness Notification NLDIllness Notification by Group NLD
Identify details of the absence, follow-up
actions and commentsCreate/Update Absence
Review leave accrual balances and totals for a
particular employee Review Accrual Balances
Leave Accrual
Track employee's first day of absence
and salary information for
WAO NLDWAO Data NLD
Record information and comments about the maternity
or parental leaveMaintain Maternity Leave (UK)Maintain Parental Leave (UK)
Maternity Leave CHEMaternity Leave DEU
Record information about the maternity or parental leave -
CHE, DEUMaintain Maternity Leave UKMaintain Parental Leave UK
Maternity Leave CHEMaternity Leave DEU
Illness/Maternity S503 Dtl ITA
Provide approval decision for vacation request
Request/Approve Vacation
Generate a massive absence event -MEX
Create Mass Absence Rqst MEX
Add and update an absence event for a global employee
Absence EventAbsence Event AUSAbsence Event BRAAbsence Event ESPAbsence Event GBRAbsence Event MEXAbsence Event NLDAbsence Event NZL
Vacation Acquis Prd-Sched BRA
Need to review or update?
Review or adjust absences or entitlements
for reduced hoursUpdate Vacation Entitlement BRA
Define Payee Data NLD
And /or?
Identify reason for vacation Capture Vacation Absence
Identify absence as protected BEL
Create Protection
Review maternity and parental leave details
Review Parental Leave by Dept UKReview Parental Leave by Emp UKInsert an absence event into the
GP Core componentEIP CI: GP BRAZIL - VACATION
ENTRY
Verify time available to request for vacation
Request/Approve Vacation
Request collective vacations - BRA Mass Vacation Programming BRA
Need to record details
for?
Record vacation details - BRAVacation Entitlm and Takes BRA
Need to update?
Adjust a payee's frequency-based
entitlementAbsences
Define Absence Tracking and
Assign Schedules
Using Global Payroll Absence Management?
Note: Payroll must be run before leave accrual balances can be calculated
Provide Absences to Payroll
Analyze Absence Information and Identify
Trends and Patterns
Initiate leave accrual process balance
Calculate Periodic Accrual
Update employees' accrual records after
payroll runAccrue Vacation
No
Request vacation
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 68
PeopleSoft Enterprise Analyze Absence Information and Identify Trends and Patterns
Human Resource Specialist
AbsencesCalculated
YesUsing Global
Payroll Absence Management?
Create absence reports SGPLeave Liability SGPLeave History SGP
Review all employee absences within a department and subordinate departments
Summary by Dept Tree
Create family allowance reports BRA
Family Allow. Term of Resp BRAFamily Allowance Registry BRA
Measure Deployment
Effectiveness
Create absence history reports -AUS
Leave History AUSLeave Liability AUS
Review all types of employee absences in a
graphical formatReview Absence Calendar
Review or report?
Review a list of all absences for an employee
Summary by Employee
Review all employee absences within a
departmentSummary by Department
Review and forecast absence balances
Review Absence BalancesReview Absence Balances AUS
Create absence reports NZLLeave History NZLLeave Liability NZL
Review working time for the UKWorking Time Directive
Review Dept Time DirectiveReview Employee Time Directive
Record Absences, Vacations,
Accruals and Entitlements
Create absence reports ITAPayroll Results Register ITA
Absence CUD Data ITAS503 Report ITA
Create absence reports GBRBradford Score GBR
Create absence reports MYSLeave History (MYS)Leave Liability (MYS)
Decideinfo to
review?
Decideif need to
Create absence reports NLDCreate Illness Statistics NLD
Illness Registration NLDLong-term Illnesses NLD
Create absence reports MEXAbsence History MEX
Vacations MEXVacations Summary MEX
Create absence reports GBLAbsence ListingAbsence Periods
Time Lost Due to Absence
No
Create absence reports GBLAbsence Results Register
Create absence reports USAResults Register
Calculate, Confirm, and
Distribute GBL Payroll
Review exception details, absence dates, and payment details
Review Absence Exceptions GBR
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 69
PeopleSoft Enterprise Manage Time and Labor
Line Manager
Employee
Payroll Administrator
Time and Labor Administrator
Human Resource Specialist
Maintain Employee Data
Manage Absences
Measure Deployment
Effectiveness
ManagePayroll
Distribute Time Information
Approve Time
Resolve Time Administration
Exceptions
Create Payable Time
Review and Resolve Time
Entry Exceptions
Enroll Time Reporters, Assign Schedules, and
Setup TCD
Review Schedules and Forecasts
Report to Work and Perform
Duties
Report Time
Request Overtime and Obtain Approvals
Request Absences and Approvals
Review and Adjust Time Summaries
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 70
PeopleSoft Enterprise Enroll Time Reporters, Assign Schedules and Setup TCD
Time and Labor
Administrator
Employee
Human Resource Specialist
No
Yes
Create Time Periods
Create or Update Groups forReporting Security
Static Groups
Dynamic Groups
Create or Update Schedules
HR Tree Security
GroupSecurity
Yes
UpdateExisting
TimeReporter
EnrollNew
Reporter
No
SetupTime
CollectionDevice(TCD)
YesProvide Employee Scheduled Time
to Time Collection Device EIP (AM): T&L Time Reporter
Schedules (Outbound)
Review compensatory plan assignments
Time Reporter StatusComp Plan History
Decide if need to?
Verify groups?
Update existing time reporter
Maintain Time Reporter Data
Provide Time Reporter Information to Time Collection Devices
EIP (AM): T&L Time Reporter Data
Review or update static groups
Time Reporters in Groups
Review dynamic group membershipTime Reporters in
Groups
Using dynamic groups?
Provide Time Collection device supervisors for overriding punch
EIP (AM): T&L Supervisors
Provide Task Element Code Values for Time Entry at the Time
Collection device, EIP (AM): T&L TASK ELEMENT
CODE VALUES
Provide Task Templates for Time Entry at the Time Collection device EIP (AM): T&L TASK TEMPLATES
Create dynamic groups
Dynamic Group
Decide if using...
Apply security using?
Assign security using HR Tree
Provide Override Information for reporting time at a Time Collection
device, EIP (AM): T&L Reporting Elements
Send Time & Labor setup data to TCD
Send Setup to TCD
Provide Payable Time Totals to Time Collection devices
EIP (AM): T&L Payable Time Totals by TRC
Create or update schedulesSchedule Group
ShiftsWorkdaysDefinitions
Schedules to be Validated
Retrieve employee data from PeopleSoft Human Resources
to be used for automatic schedule assignment
EIP (AM): Workforce Data
Enroll time reporter in compensatory plan
Comp Plan Enrollment
Create static groups
Static Group
Provide TRC Information for Reporting Elapsed Time at the
Time Collection deviceEIP (AM): T&L TRC
INFORMATION
Refresh dynamic group membershipRefresh Dynamic
GroupProvide Punch Restriction Profiles
to a Time Collection device EIP (AM): T&L TIME REPORTER PUNCH RESTRICTION RULES
Apply overrides?
Update dynamic group membershipRefresh Dynamic
Group
Assign time reporter's long term scheduleAssign Schedule to
GroupAssign Work ScheduleScheduled Hours (Rpt)
Associate security using groups
TL Permission List Security
Enroll new time reporter
Create Time Reporter Data
Decide if need to?
Create time periodsDaily
WeeklyMonthly
RepeatingComplex
Build Time Period CalendarView Time Period Calendar
Maintain Employee Data
Create orupdate calendars,
groups or security?
Review Schedules and Forecasts
Apply override rules to time
reporterOverride Rules
Provide Task Profiles for time entry at the Time Collection device
EIP (AM): T&L TASK PROFILES
No
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 71
PeopleSoft Enterprise Review Schedules and Forecasts
Line Manager
Employee
Time and Labor
EmployeeWork
Schedule
Time Forecasts
EmployeeWork
Schedule
EmployeeWork
Schedule
Time Forecasts
Time Management
Calendars
OverrideSchedule
AssignSchedule
Review forecast timeForecasted Time Summary
Time and Labor Launch PadForecasted Time Detail
Review work schedule by day
Monthly Schedule
Decide ifneed to?
View work schedules using mobile device
Override employee's schedule for one or many employees for one or many days
Manage Schedules
Review time detailForecasted Time Detail
Time and Labor Launch Pad
Assign time reporter's long-term schedule
Assign Work Schedule
Review time management Calendars
Monthly Time CalendarWeekly Time CalendarDaily Time Calendar
Need to review?
Review time forecastsForecasted Time Summary
Time and Labor Launch Pad
Enroll Time Reporters and
Assign Schedules
Review employee work schedule
Manage SchedulesManage Schedule Options
Need to review?
Continue
Provide scheduling feedback
Report to Work and Perform
Duties
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 72
PeopleSoft Enterprise Report Time
Employee
Time and Labor
Administrator
Line Manager
Human Resource Specialist
ReportTime
ReportOnline
Provide toManager
Time Collection Device
Report Using Mobile Client
Load Absences from
Global Payroll
Report Using Date Ranges
Report Using Date Ranges
Report Overtime(CHE/MEX)
Report UsingExpenses Mobile
Client
Report timeMass Time
Manually record reported timeRapid Time
Retrieve absence events and scheduling changes from PeopleSoft Global Payroll
Retrieve Absences GP Payroll
Request Absences and Approvals
Decide if need to?
Report elapsed time time or adjust prior period entries
Submit time reporting
information
Review and Resolve Time
Entry Exceptions
View reported time that has not been submitted
Report to Work and Perform
Duties
Report Mass Time using data ranges
Mass Time
Retrieve time reporter data from collection devicesService: T&L Time Reporter Elapsed Time; EIP
(AM):ELAPSED_TIME_ADD Service: T&L Time Reporter Punch Time; EIP
(AM): PUNCHED_TIME_ADD
Time reporting method?
Insert multiple rows into Positive Input
EIP (CI): GP MEXICO -OVERTIME DATA ENTRY
Report time by Time ReporterTimesheet
Create Payable Time
Integration with Global Payroll: A batch process prompts
PeopleSoft Global Payroll to provide absence data to
PeopleSoft Time and Labor
Report Time OnlineWeb ClockTimesheet
Report or modify employee overtime informationEnter Overtime CHEEnter Overtime MEX
Request Overtime and Obtain Approvals
Receive mobile time entries from PeopleSoft Expenses
Service: T&L Labor Time Rep Elapsed TimeEIP (AM): ELAPSED_TIME_ADD
Manage Absences
Approvals required?
Approve timeMass Time Timesheet
Yes
No
Prepare and Submit Expenses
Prepare and Submit Expenses
Calculate, Confirm, and Provide Payroll using
PeopleSoft Global Payroll
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 73
PeopleSoft Enterprise Request Overtime and Obtain Approvals
Line Manager
EmployeeYes
No
Yes
NoView the status of a request for overtime
View Overtime Request
Need to request overtime in advance?
Request OvertimeOvertime Requests
Request Overtime AddRequest Overtime List
Report Time
Report to Work and Perform
Duties
View overtime CHEView Overtime CHE
(hidden)
Reporting for CHE?
Approve OvertimeOvertime RequestsApprove Overtime
View Overtime balancesOvertime Balances
Report overtime online CHE
Request Overtime CHE
See model titled "Calculate, Confirm, and Provide Payroll using PeopleSoft Global Payroll" to transfer self service
overtime entries into PeopleSoft Global Payroll
View submitted TO approval status
View Overtime CHE
View overtime requestsOvertime Requests
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 74
PeopleSoft Enterprise Request Absences and Approvals
Line Manager
Employee
Report to Work and Perform
Duties
Report Time
Request absenceAbsence Request
Record absencesAbsence Request
Review absence balances and history
Absence BalancesAbsence Request History
Review absencesAbsence Request History
Absence Balances
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 75
PeopleSoft Enterprise Review and Resolve Time Entry Exceptions
Time and Labor
Administrator
Line Manager
Employee
Rapid Time Reporting
TCD Reporting
Correct Time Reported
Make Changes to Setup Data
Correct Time Reported
Make Changes to Setup Data
Yes
Correct time reportedTimesheet
No
Review time entry exceptionsExceptions
ReportTime
System detected
exceptions?
Decide if need to?
Review and resolve exceptionsRapid Time
Create Payable Time
Review exceptions for?
Review and correct TCD errors
Review TCD ErrorsCorrect Punched Time ErrorsCorrect Elapsed Time Errors
Make changes to setup data
Retain or delete resolved exception history (cleanup)
Exceptions
Review Rapid Time exceptionsExceptions
Exceptions History
Decide if need to?
Review and resolve exceptions online
Exceptions
Make changes to setup data
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 76
PeopleSoft Enterprise Create Payable Time
Time and Labor
Administrator
Line Manager
Employee
Review and Resolve Time
Entry Exceptions
Report Time
Submit all rapid time
Submit All Rapid Time
Forecast payable time
Request Time Administration
Build rule map and identify period of
interestRequest Time Administration
Finalize payable time for distribution
and reviewRequest Time Administration
Resolve Time Administration
Exceptions
Distribute Time Information
Create intermediate payable time
Request Time Administration
Update task profiles and apply
rounding rulesRequest Time Administration
Decide if need to?
Select time reporters and combine into
batchesRequest Time Administration
Calculate gross amounts
Request Time Administration
Perform validations and calculate gross
amountsRequest Time Administration
Apply rules to TRC and task dataRequest Time Administration
Build time reporter profile
Request Time Administration
Track attendance
Request Time Administration
Review reported time that did not get to Payable
TimeUnprocessed
Reported Time
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 77
PeopleSoft Enterprise Resolve Time Administration Exceptions
Time and Labor
Administrator
Line Manager
Correct Time Reported
Make Changes to Setup Data
Correct Time Reported
Make Changes to Setup Data
Decide if satisfied?
Review and correct time reported errors
Timesheet
Decide if need to?
ApproveTime
Review exceptionsExceptions
Retain or delete resolved exception history (cleanup)
Exceptions
Review Rapid Time exceptionsExceptions
Exceptions History
Make changes to setup data
Correct Rapid Time reported
Rapid Time
Decide if need to?
Decide if satisfied?
Create Payable Time
NoMake changes to setup data
Yes
Yes
No
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 78
PeopleSoft Enterprise Approve Time
Line Manager
Time and Labor
Administrator
Yes
No
Yes
Self-Service
Approve reported timeReported Time
Distribute Time Information
Approve timePayable Time
Approve time by batchRequest Batch
Approval Process
Approval?
No
Approvalmethod?
Edit reported time?
Resolve Time Administration
ExceptionsReport Time
Approve payable timePayable Time
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 79
PeopleSoft Enterprise Distribute Time Information
Payroll Administrator
Time and Labor
Administrator
Line Manager
Estimated Labor Costs to
Projects
Payable Time to NA Payroll
Payable Time to Global Payroll
Actuals to Projects(Not Payroll)
"Closed" Actuals to Projects
without LaborDistribution
Note: If your version of PeopleSoft Projects uses XML to transmit data, estimated payable time is published automatically in response to a request message from PeopleSoft Projects
Note: Providing Payable Time actuals to PeopleSoft Projects
when not provided to Payroll requires payable
time to be approved
Manage Payroll
Send estimated payable time to
ProjectsPublish Estimated
Payable Time
Send Estimated Costs to Projects or Other Systems
Service: T&L Estimated TimeEIP s(AM): ESTIMATED_TIME_BATCH ADD;
FORECASTED_TIME_BATCH_ADD
Send Actuals to Projects with labor distributionService: T&L Actual Time
EIPs (AM): ACTUAL_TIME_BATCH _ADD
Receive payroll costs from North American Payroll System and trigger labor
distribution and dilutionIntegration (AE): Extract TL Costs
Send "closed" payable time to Projects as actual costs
Publish Actual Payable Time
Create Payable Time
Send Actual Costs to Projects Systems once payable time has been approved
Service: T&L Actual TimeEIPs (AM): ACTUAL_TIME_ADD;
ACTUAL_TIME_BATCH _ADD
Send payable time to North American Payroll System
Integration (COBOL): Load Time and Labor
Receive request to provide estimated labor cost
Service: Estimate and Forecast Time RequestEIP (AM):
ESTIMATE_FORECAST_TIME_REQUEST
Review and Adjust Time Summaries
Approve Time*
Receive payroll costs from Global Payroll System and trigger labor distribution and
dilutionIntegration (AE): Time and Labor
Send payable time to Global Payroll SystemIntegration (COBOL): Process Payroll/
Absence
Need to provide? Review Payable Time that did not get to Payroll or was
rejected by PayrollUnprocessed Payable Time
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 80
PeopleSoft Enterprise Review and Adjust Time Summaries
Line Manager
Human Resource Specialist
Time and Labor
Administrator
Employee
Attendance
Comp Time
Status
ProcessingInformation
Time Cards
Time Information
Audit
Payable Time Adjusted
ManagerSelf-Service Info
EmployeeSelf-Service Info
Yes
No
Review attendance information
Attendance HistoryAttendance Actions
Review time administration processing data
Time Administration StatisticsArchived Batches
Archived Rule MapsUnprocessed Reported TimeUnprocessed Payable Time
Need to Adjust?
Review statusTime Reporter Status
Payable Status
Manage Projects
Audit time informationReported Time Audit
Review timecardsTimeCard
Measure Deployment
Effectiveness
End
Provide cost information when a change to payable time
impacts project costsEIP (AM): T&L Actual Time
Review time summaries for direct reportsPayable Time Summary
Payable Time DetailCompensatory Time
Accumulators Overtime Balances
Time and Labor Launch PadMonthly Time CalendarWeekly Time CalendarDaily Time Calendar
Adjust payable time
Adjust Paid Time
Distribute Time Information Review?
Review compensatory timeCompensatory Time
Review time summaries for employees
Payable Time SummaryPayable Time DetailCompensatory Time
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 81
PeopleSoft Enterprise Manage Payroll
Payroll Interface
Administrator
Global Payroll Administrator
Time and Labor Administrator
Payroll Administrator
Human Resource Specialist
Send Employee Data to External Payroll System
Manage Time and Labor
Maintain Employee Data
Calculate, Confirm and Distribute GBL
Payroll
Create Payroll Regulatory and Tax Reporting
Information
Provide Employee Individual
Retirement Information to
OPM
Create GBL Employee Payroll
Information
Create US Federal Payroll Information
Calculate, Confirm and Provide
Payroll
Reconcile and Distribute Payroll
Information
Create Payroll Information
Calculate, Confirm and Provide US Federal Payroll
Manage Absences
Create US Federal Payroll Regulatory and Tax Reporting
Information
Reconcile and Distribute US
Federal Payroll Information
Create GBL Payroll Regulatory Reporting and Tax
Information
Measure Deployment
Effectiveness
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 82
PeopleSoft Enterprise Create Employee Payroll Information using PeopleSoft Payroll for North America
Employee
Payroll Administrator
Human Resource Specialist
Tips
Review employee tip records and status
Review Allocation by EmployeeAllocation by Employee Report
Employee Receipt RptReview Allctns by
EstablishmentAllctn by Establishment Report
Review Allocation Status
Update tax withholding informationW-4 Tax Information
W-4 Tax Information USA
Send employee direct deposit information to PeopleSoft Expenses
EIP (AM): DIRECT_DEPOSIT_FULLSYNC;
DIRECT_DEPOSIT_SYNC
Request W-2 reissueW-2 Reissue Request
W-2 Reissue Request USA
Calculate, Confirm and Provide
Payroll
Add or update your voluntary deductions Voluntary Deductions
Create employee deductionsOverride Benefits Deductions
Create GarnishmentsReview Garnishments
Create General Deductions Override General DeductionsReview U.S. Savings Bonds
Purchase U.S. Savings BondsRequest Direct Deposit
Purchase Canada Savings Bonds (CAN) Override Benefits Deductions (CAN)
Create Garnishments (CAN) Review Garnishments (CAN)
Create General Deductions (CAN)Override General Deductions (CAN)
Request Direct Deposit (CAN)
Update payroll options and/or create additional pay
Update Payroll Options Create Additional Pay
Update Payroll Options (CAN) Create Additional Pay (CAN)
Calculate and approve tip allocations and create
balances reportCalculate/Approve AllocationBalance Verification Report
Send employee direct deposit information to PeopleSoft
ExpensesEIP (AM):
DIRECT_DEPOSIT_FULLSYNC;DIRECT_DEPOSIT_SYNC
Record federal, state and local tax data and create reports
Default Tax Data Report Default Tax Data USA
Employee Tax Information Rpt Employee Tax Information USA
W-4 Exemptions ReportW-4 ExemptionW-4 IRS Report
W-4 IRSW-4 Audit Report
W-4 Audit Update Employee Tax Data
Update Tax Distribution W-4/W-5 DBAG Processing
Reset W-4 Exempt ListDetermine W-5 EligibilityReset W-5 Exempt List
Create or update direct deposit information Direct Deposit
Info?
Manage Absences
Maintain Employee
Data
Identify tip gross receipt information
Update Employee Gross Receipts
Update company allocated tip balances
Update Allocation Balances
Default Tax Data Report (CAN) Default Tax Data CAN
Employee Tax Information Rpt (CAN)Employee Tax Information CAN
Exemption Report (CAN) Exemption CAN
Update Employee Tax Data (CAN) Update Tax Distribution (CAN)
Initiate mass employee updates of tax data
Create Mass Tax Data UpdatesUpdate Two-Tier Suppl Data
Update consent to receiving tax information electronically
T4/T4A ConsentW-2/W-2c Consent
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 83
PeopleSoft Enterprise Calculate, Confirm, and Provide Payrollusing PeopleSoft Payroll for North America
Employee
Payroll Administrator
Time and Labor Administrator
No
Yes Yes
On-Cycle
Print EarningsDistribution
Adjust Paysheets
No
Yes
Yes
No
Manual Check
Final
Off-Cycle
Automatically
Manually
Confirm and Print
Delete
Reverse and Confirm
RequestCheck
CreatePaysheet
Direct Deposit
Printed Check
Manual Check
Yes
No
Employee Pay Understated
Employee Pay Overstated
Reverse
Adjust
Paycheck
Yes
Single Paycheck forIndividual Employee
Yes
No
Yes
Pay Run
Online
Balances
Yes
No Errors
Yes
Adjust Paysheets
Save and Print with Off-Cycle
Pay Run
No
Yes
No
No
No
Create or update paysheets and calculate
Create Online CheckOnline Paysheet
Create Online Cheque (CAN)
Online Paysheet (CAN)
Create pay calculations for underpayment
Calculate Pay Calculate Pay (CAN)
Review and update actualsReview Actuals Distribution
Update Contract Pay ActualsReview Actuals Distribution
(CAN)Update Contract Pay Actuals
(CAN)
Integration: Time and Labor Interface retrieves and consolidates payable time information for selected time
reporters and sends cross reference numbers back to TL
Review online pay calculation results
View/Print Online CheckView/Print Online Cheque
(CAN)
Create Retroactive (Retro) Payroll
Create and review paysheet and paylineRequest Final Check
Request Final Cheque (CAN)
Adjust?
Review payroll error messages Review Payroll Error MessagesPayroll Error Message Report
Review Payroll Error Messages (CAN)
Payroll Error Message Report (CAN)
Adjust Paycheck
Review and update or override paysheets
By Paysheet By Add Balance Page
By Paysheet (CAN)By Add Balance Page
(CAN)
Load time reporter payable time from Time and Labor
Load Time and LaborLoad Time and Labor
(CAN)
Record hours and amounts from Rapid Entry
Create Rapid Entry PaysheetsCreate Rapid Entry Paysheets
(CAN)
Apply payment request informationLoad Paysheet Transactions
Paysheet Transactions Report Create Contract Additional Pay
Load Paysheet Transactions (CAN)Paysheet Transactions Report (CAN)Create Contract Additional Pay (CAN)
Review retro pay processing messages Retro Pay Messages
Retro Pay Calculations
Review and adjust garnishment balances and
create reportGarnishments
Garnishment Prorations
Print pre-note memos
Prenote Memo
Correct calculation
errors?
Create final check reports and review results
Final Check Reconcile Report Final Check Requests Report
Final Cheque Reconcile Report (CAN)
Final Cheque Requests Report (CAN)
Create replacement checks
Reprint Checks Reprint Cheques
(CAN)
Receive request for payment of employee expense advances and reimbursements and
acknowledgeEIPs (AM): PAYMENT_EXPENSES_REQUEST
PAYMENT_EXPENSES_ACKNOWLEDGE
Review summary of retro pay requests
Pay Summary Pay All Calculated (rpt)
Retro Pay Interest Limit Rpt
Note: Final check paysheets, either on-cycle or off-cycle, can only be created for existing final check requests.
Provide pre-notification Prenotification Report
Create final check paysheets Create Final Check Paysheet
Create Final Cheque Paysheet (CAN)
Create Manual Checks
Receive request for Payment on a Variable Compensation Award
EIP (AM):VAR_COMP_PAYMENT_REQUEST
Create final check paysheets online
Request Final Check Request Final Cheque
(CAN)
Adjust imputed incomeCalculate Adjustments
Adjustment Report
Create paysheet's method?
Delete check informationView/Print Online Check
View/Print Online Cheque (CAN)
Print checksPrint Checks
Create Paychecks PDFPrint Cheques (CAN)
Create Paycheques PDF
Review pay calculation or confirmation results
Deduction Register Payroll Register
Cost Center Other Earnings Register
Deductions in Arrears Deductions Not Taken
Bond Purchases Bond-Federal Reserve
Payroll Summary Employer Benefit Contributions
Garnishment Prorations Employees Not Processed Report
Canada Payroll Savings File (CAN) Deduction Register (CAN)
Payroll Register (CAN)Cost Center (CAN)
Other Earnings Register (CAN) Deductions in Arrears (CAN) Deductions Not Taken (CAN)
Payroll Summary (CAN)Employer Benefit Contributions (CAN)
Statistics-Non-Educ Institute (CAN)Overtime Bank (CAN)
Business Payrolls Survey File (CAN) Statistics-Education Institute (CAN)
Canada Savings Bond Purchases (CAN) Employees Not Processed Report (CAN)
Create on or off-cycle pay
calculationsCalculate PayCalculate Pay
(CAN) Ready to confirm
Calculate pay for adjustment
Calculate PayCalculate Pay (CAN)
Needto unsheet?
Reverse retro pay process and change status
Change Retro Request Status
Advise Expenses of info that has been accepted or rejected
EIP
Errors?
Receive request for payment of employee referral program awards and acknowledge receipt
EIPs (AM):PAYMENT_ERECRUIT_REQUEST;PAYMENT_ERECRUIT_ACKNOWLEDGE
Request final checkRequest Final Check
Request Final Cheque (CAN)
Perform pre sheet auditPresheet Audit Report Presheet Audit Report
(CAN)
Adjust employee balances1042 Taxes
PrePays Arrears
Balance Adjustment Report Check Year-to-Date
DeductionsEarnings
Garnishments Special Accumulators
Taxes PrePays (CAN)
Balance Adjustment Report (CAN)
Arrears (CAN) Cheque Year-To-Date (CAN)
Deductions (CAN)Earnings (CAN)
Special Accumulators (CAN) Taxes (CAN)
Garnishments (CAN) ROE (CAN)
From: "Track Employee Absences, Leaves and
Vacations" receive absence calculations
Format information and print direct deposit file
Print Advice FormsCreate Advice PDF FormsPrint Advice Forms (CAN)Create Advice PDF Forms
Decide if employee
pay was under or over stated
Create Single Paycheck for Immediate Payment
Create paysheets
Reverse pay confirmation Reverse Pay ConfirmationReverse Pay Confirmation
(CAN)
Receive sales commission information for payout
EIP
Needfinal checkpaysheets?
Create Payroll Information
Load retro pay data to paysheets
Add Results to Paysheets
Review payroll supporting documentationView PaycheckDirect Deposit
Voluntary Deductions
Advise Variable Compensation of awards that have been accepted or rejected
EIP (AM):VAR_COMP_PAYMENT_ACKNOWLEDGE
End Process
Make adjustments to paysheetsBy Paysheet
By Add Balance PageBy Payline
By Payline Security By Payline Earnings
By Payline Earnings SecurityBy Paysheet Earns Short Form
By Paysheet (CAN) By Add Balance Page (CAN)
By Payline (CAN)By Payline Security (CAN) By Payline Earnings (CAN)
By Payline Earnings Security (CAN)By Paysheet Earns Short Form
(CAN)
Create payback?
Retrieve Time Reporter Information
Confirm and printView/Print Online Check
View/Print Online Cheque (CAN)
Create paysheets by pay calendar
Create PaysheetsReview Pay Calendars
Create Paysheets (CAN)Review Pay Calendars
(CAN)
Calculate earnings deductions, taxes,
and net payCalculate PayCalculate Pay
(CAN)
Validate variable compensation award dataValidate Variable Comp
Awards (NA)
Review TL load history Review Time and Labor LoadReview Time and Labor Load
(CAN)
Reconcile and Distribute Payroll
Information
Need to create retro
pay?
Decide if need to..
Create Final Check
Reverse paycheckReverse/Adjust Paychecks
Reverse/Adjust Paycheques (CAN)
Create direct deposit fileCreate Direct Deposit FileCreate Direct Deposit File
(CAN)
Calculate employer taxes and deductions
Calculate PayCalculate Pay (CAN)
Decide if need to reverse
pay confirm
Review check register and reconciliation reports
Check RegisterEmployee Check Info Report
Cheque Register (CAN)Employee Cheque Info Report
(CAN)
HR Helpdesk
Confirm payConfirm PayConfirm Pay
(CAN)
Review employee balancesPrePays
1042 Taxes Arrears
Check Year-to-Date Deductions Earnings
Garnishments Special Accumulators
Taxes Employee Earnings Snapshot Rpt Employee Earnings Record Rpt
PrePays (CAN)Arrears (CAN)
Cheque Year-to-Date (CAN) Deductions (CAN) Earnings (CAN)
Special Accumulators (CAN) Taxes (CAN)
Garnishments (CAN) ROE (CAN)
Employee Earnings Snapshot Rpt (CAN)
Employee Earnings Record Rpt (CAN)
Calculate retro pay and review results
Calculate Retroactive Pay Update Retro Pay Calc Results
Create direct deposit advice registersAdvice Register
Advice Register (CAN)
Payroll type?
Create online check data using automated process
Create Online CheckOnline Paysheet
Create Online Cheque (CAN)
Online Paysheet (CAN)
Receive Payment Requests
Create paysheet for final check
Create Final Check Paysheets
Create Final Cheque Paysheets (CAN)
Decideif reprinted
checksneeded
Review and update payline by employee
By PaylineBy Payline (CAN)
Add new paysheet page and payline
By PaysheetBy Paysheet (CAN)
Confirm pay for adjustment
Confirm Pay Confirm Pay
(CAN)
Confirm pay for manual checkConfirm PayConfirm Pay
(CAN)
Adjust Payroll Balances
Verify that wages were overstated
Review Payroll Error Messages Payroll Error Message Report
Review Payroll Error Messages (CAN)
Payroll Error Message Report (CAN)
Decideif need to...
Record adjustment on paysheetBy Paysheet
By Paysheet (CAN)
Review reversal results
Review Paycheck Review Paycheque
(CAN)
Create and Distribute Payments
Calculate final earnings deductions
and taxesCalculate Pay
Calculate Pay (CAN)
Create mass retro pay request and review summary
Process Mass Retroactive Pay Retro Pay Request Summary
Need corrections?
Decide method of payment
distribution
Type of adjustment?
Perform pre confirmation audit
Preconfirm Audit Report Preconfirm Audit Report
(CAN)
Need to inquire?
Review and reverse original check and create off-cycle
paysheetReview Paycheck Summary
Review FLSA Pay Data Reverse/Adjust Paychecks
Review Paycheque Summary (CAN)
Review ROE Insurable Earnings (CAN)
Reverse/Adjust Paycheques (CAN)
Perform pre-calculation audit
Precalculation Audit Report Precalculation Audit Report
(CAN)
Reverse and confirm reversal
View/Print Online Check View/Print Online Cheque
(CAN)
Add new paysheet and paylineBy Paysheet
By Paysheet (CAN)
Record adjustment on paysheetBy Paysheet
By Paysheet (CAN)
Confirm check reversal
Confirm Pay Confirm Pay
(CAN)
Junction
Method?
Request process to unsheet
Pay UnsheetPay Unsheet (CAN)
Print paysheetsPrint PaysheetsPrint Paysheets
(CAN)
Delete obsolete balances
Delete Balances Delete Balances (CAN)
Print paysheet earnings distribution
Print Paysheet Earnings DistPrint Paysheet Earnings Dist
(CAN)
Recreate retro pay?
Advise Sales Incentive Management of payout info that has been accepted or rejected
EIP
Review
Payslip Summary
Review and update payline earnings By Payline SecurityBy Payline Earnings
By Payline Earnings SecurityBy Paysheet Earns Short Form
By Payline Security (CAN) By Payline Earnings (CAN)
By Payline Earnings Security (CAN)By Paysheet Earns Short Form (CAN)
Decide if need to adjust
or reverse
Review direct deposits by company
Direct Deposit RegisterDirect Deposit Register
(CAN)
Review and delete duplicate pay requests
Delete Retro Pay Requests
Create Paysheets
No
Calculate Pay
Confirm Pay
Calculate pay for adjustment
Calculate PayCalculate Pay (CAN)
Confirm pay for final check
Confirm PayConfirm Pay (CAN)
Print checksPrint Checks
Create Paychecks PDF Print Cheques (CAN)
Create Paycheques PDF
Manage Time and Labor
Garnishments
Employee Balances
ObsoleteBalances
Imputed Income
Manage Absences
Create check for employeeCreate Slf Srvc Manual Cheques
Create Paycheques PDFCreate Slf Srvc Manual Cheques (CAN)
Create Paycheques PDF (CAN)
Create EFT file for direct deposit of child
support paymentsChild Support - EFT
Yes
No
Review pay calculation or confirmation
results
Review pay calculation or confirmation
results
Review and verify printed
checks
Advise HR Helpdesk of
discrepancy, if needed
Distribute paychecks
Distribute advice
information
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 84
PeopleSoft Enterprise Reconcile and Distribute Payroll Informationusing PeopleSoft Payroll for North America
Payroll Administrator
Time and Labor Administrator
Non- Commit to NA
StateTax
FederalTax
CanadianTaxes
Provide Payroll Information to the General Ledger
(Commitment Accounting)
Time and Labor Costs
Payroll CompletionInformation
Recruiting PaymentNotification
Payment Verification for Expenses
Audit
By Vendor
By Voucher
Prepare Payroll Information for the GL -
Non-Commit Acct
Create and DistributePayroll Savings
Deductions - Canada
Prepare Distribution Information
ActualsDist with TL
ActualsDist Yes
Provide Payroll Information to
Statistics Canada
No
Reconcile Check Information with Bank Records
BPS Summary and File Created
CPS File Created
Cost Center
Non-Commit for GL
Non-Commit for SAP
Pay Types
Provide Payroll Info to Accounts
Payable
Vendor
Sales Incentive
Variable Comp Payment Notification
Reconcile payroll checks with bank records
Request Reconciliation Request Reconciliation (CAN)
Create payroll transactions for non-commitment accounting for GL
Non-Commit Posting for GL
Create recruiting referral program award payment notification
Notify Recruiting of Payments
Create actuals distribution Distribute Actuals
Distribute Actuals (CAN)
Review vendor listing AP Vendor Listing
Create pay typesPay Type
Pay Type CAN
Extract?
Review budget actualsReview Budget Actuals (NA)
Review Budget Actuals (CAN)
Create Variable Comp Award payment notification
Notify Var Comp of Payments
Calculate, Confirm and Provide
Payroll
Create cost center informationCost Center
Cost Center CAN
Create Canada Payroll Savings (CPS) organization ID
Canada Payroll Savings Org ID CAN
Send a verification of payment to PeopleSoft Sales Incentive
ManagementEIP
Update retro distribution information
Update Actuals Distribution Update Actuals Distribution
(CAN)
Review?
Create retro distribution reportRetro Distribution Audit Rpt Retro Distribution Audit Rpt
(CAN)
Send a verification of payment to Variable Compensation
EIP (AM):VAR_COMP_PAYMENT_ACKNOWLEDGE
Decidewhat is needed
Prepare distribution informationPredistribution Audit ReportPredistribution Audit Report
(CAN)
Update or review distribution?
Create payment notification to expenses
Notify Expenses of Payments (NA)
Create and review GL distribution summary
GL Distribution SummaryReview Payroll Distribution
GL Distribution Summary CANReview Payroll Distribution
(CAN)Decidetype...
Extract time and labor costsExtract Time and Labor Costs
Extract U.S. Federal tax information
Extract U.S. Federal Taxes (NA)
Create reconciliation reportReconciliation Report
Reconciliation Report (CAN)
Create match exception report
Reconciliation ReportReconciliation Report (CAN)
Create accounting lines - actualsCommitment Accounting Actuals
(NA)
Review.?
Create payroll accounting transactions for non-commitment
accountingNon-Commit Accounting Info (NA)
Non-Commit Reset Processing (NA)Payroll Error Messages
Provide Payroll Information to Statistics Canada
End
Extract U.S. State tax information
Extract U.S. State Taxes (NA)
Provide Information to the General Ledger
Local Tax
Review retro distribution information
Review Retro DistributionReview Retro Distribution
(CAN)
Provide Payroll Completion Information
Extract Canadian tax information
Extract Canadian Taxes (CAN)
Send vouchers to APSend Vouchers to AP
Reconcile Check Records with Bank Records
Create and Distribute Payroll Savings Deductions - Canada
Send payroll accounting transactions to the PeopleSoft General Ledger
EIPs (AM) : PAYROLL_ACCTG_TRANSACTION;
PAYROLL_DEDUCTION_REQUESTM;PAYROLL_DISBURSEMENT
Create CPS file for transmission to Bank of Canada
Canada Payroll Savings File (CAN)
Create Payroll Regulatory and Tax Reporting
Information
Run GL Interface to identify expense accounts
Review and update proposed payments by voucher
Review AP Extract-Headers
Prepare Information for the General Ledger
Create business activities defined by Statistics
CanadaActivity Table (CAN)
Review suspense account information
Review Suspense ComboCode DistReview Suspense ComboCode Dist
(CAN)
Send payroll accounting transactions to the PeopleSoft General Ledger
EIPs (AM) : PAYROLL_ACCTG_TRANSACTION;
PAYROLL_DEDUCTION_REQUESTM;PAYROLL_DISBURSEMENT
Send a verification of payment to PeopleSoft Expenses
EIP (AM): PAYMENT_EXPENSES_ISSUE
Create actuals distribution with time and labor
Distribute Actuals/Extract TLDistribute Actuals/Extract TL
(CAN)
Send tax, garnishment, and voluntary deduction withholding information to
PeopleSoft Payables for paymentEIP (AM): VOUCHER_BUILD
Create report for earnings, deductions, and tax distributions
Gross and Fringe
Specify parameters for EDR file transmission
Canada Payroll Savings Table CAN
Create GL interface reportsHR Accounting Line (NA)Populate Chartkey Values
Non-TaxDeductions
Create BPS summary report and EDR file for transmissionBusiness Payrolls Survey File
(CAN)
Create accounting lines -encumbrances
Encumbrances (NA)Encumbrance Message (NA)
Create sales incentive notificationNotify SIM of Payments
Export the Time and Labor costs from Payroll for North America into Time and Labor
Integration (AE): Extract Time and Labor Costs
Send a verification of payment to eRecruitEIP (AM):
PAYMENT_ERECRUIT_ISSUED
Review and update proposed payments by vendor
Review AP Extract-Lines
Define Business Payroll Survey (BPS)
Reporting Unit Table (CAN)
Create?
Create/Provide?
Create?
Report budget definitions and amounts
Load Gross/Fringe Data
Extract U.S. Local tax information
Extract U.S. Local Taxes (NA)
Review results of check reprint process
Review Dead ChecksReview Dead Cheques (CAN)
Create AP Extract Audit report AP Extract Audit Report
Provide Voucher, Tax and Deduction Information to Accounts Payable
Create payroll transactions for non-commitment accounting for SAP
Non-Commit Rev/Repost for SAP
Review actuals distributionReview Actuals Distribution
Review Actuals Distribution (CAN)Review Actuals Dist Summary
Review Actuals Dist Summary (CAN)
Extract non-tax deductionsExtract Non-Tax Deductions
(NA)
Adjust previously distributed pay?
Create check reconciliation
report
Print fiscal year budget definitions and amounts
Fiscal Year Budget Report (NA)Fiscal Year Budget Report (CAN)
Create retro distribution informationProcess Direct Retro Dist
Process Direct Retro Dist (CAN)Review Retro Distribution MsgsReview Distribution Msgs (CAN)
Identify participating companies and contacts
Business Information (CAN)
Manage Time and Labor
Create grants report on certified time and effort for selected pay run
Time/Effort Certification Rpt
Prepare payroll distribution data for AP extract
Distribute Payroll Data for APDistribute Payroll Data for AP
(CAN)
Review payroll distribution to APReview Payroll DistributionReview Payroll Distribution
(CAN)
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 85
PeopleSoft Enterprise Create Payroll Regulatory Reporting and Tax Informationusing PeopleSoft Payroll for North America
Human Resource Specialist
Employee
Payroll Administrator
Pay Period ReportsUSA
Quarterly Tax Reporting Information
USA
Year End Tax Reporting Information
USA
Pay Period ReportsCAN
Create Record of Employment (ROE) Canada
Year End Tax Reporting Information
CAN
Automatically
Manually
T4 Reporting Information
T4A ReportingInformation
RL-1 Reporting Information
RL-2 Reporting Information
Apply Year End Adjustments to
Closed Pay Period
Update Tax ReportingForms and Definitions
No
Yes
Create AnnualTax Reports
Periodic Payment ReportsCAN
Create annual tax reportsEmployer Contribution to CNT
El RebateNW Territories Payroll Tax
Nunavut Payroll Tax
Create periodic payment reports CAN
Workers Comp Assessments
Update tax reporting forms and definitions CAN
Tax Form DefinitionsTax Reporting Parameters
T4,T4A Mag Media ParametersRL Mag Media Parameters
T4 Reporting DefinitionsRL Slip Numbers
Tax Form Definitions (rpt)Tax Form Footnotes (rpt)
Year End Form TextTax Form XMLP OptionsYear End Form Options
Create?
Create ROE data record summaryROE Summary Report (CAN)
Create FUTA reconciliationFUTA Wage Reconciliation Rpt
Reconcile and Distribute Payroll
Information
Amend, cancel and reissue year-end slips
Amend/Cancel Year-End SlipsAmend/Cancel Slip Audit
Amend/Cancel YE Slip SummaryDelete Void Year-End Slips
Create W-2 reporting informationCreate W-2PR Diskette-SSACreate W-2PR Fed Tape File
Create W-2PR Print FileState W-2PR Tape Audit Report
W-2PR Data Audit ReportW-2PR Data Record Load
W-2PR Record Error ReportError Listing
Review and resolve ROE exceptions
ROE Exceptions Report (CAN)Create ROEs manually
Update ROE Data (CAN)
Decide if need to...
Audit, correct, and load employee data and balances CAN
Year-to-Date EditsYear-End Personal Data Audit
Load Year-End SlipsLoad Selective Year-End Slips
Year-End Errors T4,T4A,RL-1,RL-2 Audit
Review/Update Slip InformationDefault Tax Data Report
Exemption ReportReview T4/T4A Consent Status Reset T4/T4A Consent Status
Year-End Consent Status Report
Create T4A reporting informationCreate T4/T4A Mag Media File
Print T4A SlipsT4/T4A Mag Media Audit ASCII
T4A Summary/Segment RptCreate T4A PDF Slips
Create 1042 reporting informationForm 1042 Data SummaryDefine 1042-S Parameters
Create 1042-S
Adjustment closed pay periodOpen/Close Pay Calendar
Create?
Decide how to create?
Review or update ROE details
Update ROE Data (CAN)
Junction
Need to create?
Create quarterly tax reporting information USA
Tax Reporting ParametersMMREF ParametersTax Balance Audit
Create Magnetic Media AK-IDCreate Magnetic Media IL-NCCreate Magnetic Media ND-SCCreate Magnetic Media SD-WY
Employee Count Multiple Worksite
State Tax Summary State Wage Listing ReportState Unemployment Tax
Federal Tax Summary
Apply year end adjustments to closed pay period
Open/Close Pay Calendar (CAN)
Create 1099R reporting informationForm 1099-R Audit Report
Create 1099-RForm 1096 Report
Update tax reporting forms and definitions
Tax Form DefinitionsTax Form Print ParametersTax Reporting Parameters
W-2 Company DataMMREF ParametersTax Form Definition
Tax Form Print Parameters Year End Form Text
Tax Form XMLP OptionsYear End Form Options
Create RL-2 reporting informationCreate RL-2 Mag Media File
Print RL-2 SlipsRL-2 Magnetic Media Audit
RL-2 Summary Report
Print ROE information on formPrint ROEs (CAN)
Create year end forms and W-2 adjustments
Review/Update Year End DataReview Year End Data CombinedW-2/W-2PR Summary Prior 2001
View W-2/W-2c FormsCreate W-2c US/TerritoriesCreate W-2cPR Puerto Rico
Create W-2c Prior 2001W-2c Audit US/TerritoriesW-2cPR Audit Puerto Rico Print W-2c US/Territories Print W-2c Puerto RicoPrint Forms Prior 2001
W-2c Data Audit Prior 2001W-2c Audit US (MMREF)
Puerto Rico Audit (MMREF)Create W-2c US (MMREF)
Update and verify slip information CAN
Year-to-Date EditsYear-End Personal Data Audit
Load Year-End SlipsLoad Selective Year-End Slips
Year-End Error (rpt)T4/T4A/RL-1/RL-2 Audit
Create T4 PDF SlipsCreate T4A PDF Slips
View T4,T4A Slips
Calculate and report pension adjustment CAN
Calculate Pension Adjustment
Calculate pension
adjustment?
Create pay period tax reports CANTax Submission SummaryHealth Insurance Premium
Create ROEs automaticallyCreate Mass ROE Data (CAN)
Measure Deployment
Effectiveness
Request duplicate W-2W-2 Reissue Request
Create year end tax reportsError Listing
Update Year End Reporting InfoLoad Year End Data
Year End Record Error Year End Data Audit Print Year End Forms
Local W-2 Tax Totals ReportState W-2 Tax Totals Report
Create W-2 PDF FormsCreate W-2c PDF Forms
W-3/W-3SS Transmittal ReportW-3PR Transmittal Totals Rpt6559 Transmitter Totals Rpt
Create Federal File (MMREF)Create State File (MMREF)Create Local File (MMREF)
Create Philadelphia (MMREF)Federal Audit (MMREF)State Audit (MMREF)Local Audit (MMREF)
Philadelphia Audit (MMREF)2001 YE Conversion
Create Puerto Rico (MMREF)
Create RL-1 reporting informationCreate RL-1 Mag Media File
Print RL-1 SlipsRL-1 Magnetic Media Audit
RL-1 Summary Report
Create T4 reporting informationCreate T4/T4A Mag Media File
Print T4 SlipsT4/T4A Mag Media Audit
T4 Summary/Segment RptCreate T4 PDF Slips
Review ROE insurable earnings and hours
Review ROE Insurable Earnings (CAN)
Decide action?
Create tax reports - USFFederal Liability by State
Local Tax DepositTax Deposit Summary
Tax Summary-PA EMSTTax Balance Audit
Reconciliation-Ohio Local
Create pay period tax reporting information for USA
Tax Summary-FederalTax Summary-State
Federal Liability by StateReconciliation-Ohio Local
Local Tax DepositTax Deposit Summary
Tax Summary-PA EMSTForm 1042 Audit Report
Manage employee consent information
Review W-2/W-2c Consent StatusReset W-2 Consent Status
Year-End Consent Status Report
View electronic T4/T4A slips or W-2/W-2c
formsView T4/T4A Slips
View W-2/W-2c Forms
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 86
PeopleSoft Enterprise Create Employee US Federal Payroll Informationusing PeopleSoft Payroll for North America
PayrollAdministrator
Employee
Human Resource Specialist
Payments
Interest
Military DepositsUSF
Apply unscheduled payments USF
Military Service Deposit
Update tax withholding informationW-4 Tax Information
Create or update direct deposit information Direct Deposit
Info?
Send employee direct deposit information to PeopleSoft
ExpensesEIP (AM):
DIRECT_DEPOSIT_FULLSYNC;DIRECT_DEPOSIT_SYNC
Create employee deductions USFCreate Garnishments
Review U.S Savings Bonds Override Benefits Deductions
Create General Deduction Override General Deductions Purchase U.S. Saving Bonds
Request Direct DepositUpdate payroll options and/or create additional pay USF
Update Payroll Options Create Additional Pay
Send employee direct deposit information to PeopleSoft Expenses
EIP (AM): DIRECT_DEPOSIT_FULLSYNC;
DIRECT_DEPOSIT_SYNC
Request W-2 reissuedW-2 Reissue Request
Add or update your voluntary deductions Voluntary Deductions
Record tax data and create reports USF
Default Tax Data ReportEmployee Tax Information Rpt
W-4 Exemptions Report W-4 IRS Report
W-4 Audit Report Update Employee Tax Data
Update Tax Distribution W-4/W-5 DBAG Processing
Reset W-4 Exempt List Determine W-5 Eligibility Reset W-5 Exempt List
Employee SSN VerificationW-4 Print - Self Service
Calculate, Confirm and Provide US Federal Payroll
Create military service deposit reports USF
Military Deposit OPM-1514 RptMilitary Deposit Closed Accts
Manage Absences
Maintain Employee
Data
Submit Military Deposit Report to
OPM USFCalculate interest, review balance and create IRR for accounts with zero balance
USFCalc Military Service Interest
Need to apply?
Identify Military Service Account detail and
deductions USFMilitary Service Deposit
See "Maintain Personnel Records" to adjust service date for retirement
Initiate mass employee updates of tax data
Create Mass Tax Data UpdatesUpdate Two-Tier Suppl Data
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 87
PeopleSoft Enterprise Calculate, Confirm, and Provide US Federal Payrollusing PeopleSoft Payroll for North America
PayrollAdministrator
Employee
Time and Labor Administrator
NoYes
Yes
On-Cycle
Print EarningsDistribution
Adjust Paysheets
No
Yes
Yes
No
No
Manual Check
Final
Off-Cycle
Automatically
Manually
Confirm and Print
Delete
Reverse and Confirm
RequestCheck
CreatePaysheet
Direct Deposit
Printed Check
Manual Check
Yes
No
Employee Pay Understated
Employee Pay Overstated
Reverse
Adjust
Paycheck
Obsolete Balances
EmployeeBalances
Yes
Single Paycheck forIndividual Employee
Yes
No
Yes
Pay Run
Online
BalancesYes
No Errors
Yes
Adjust Paysheets
Save and Print with Off-Cycle
Pay Run No
Yes
No
Yes
No
No
ImputedIncome
Reverse retro pay process and change status
Change Retro Request Status (NA)
Calculate employer taxes and deductions
USFCalculate Pay
Request final check USFRequest Final Check
Confirm and print USFView/Print Online Check
Create final check paysheets online USFRequest Final Check
Review and update payline by employee
USFBy Payline
Create or update paysheets and calculate
USFCreate Online Check
Online Paysheet
Create payback?
Decide if need to adjust
or reverse
Errors?
Create direct deposit advice registers USF
Advice Register
Create Retroactive (Retro) Payroll
Create final check reports and review results USF
Final Check Reconcile Report Final Check Requests Report
Create Final Check
Perform pre-calculation audit USF
Precalculation Audit Report
Confirm check reversal USFConfirm Pay
Method?
Reverse and confirm reversal USF
View/Print Online Check
Calculate Pay
Validate variable compensation award dataValidate Variable Comp
Awards (GBL)
HR Helpdesk
Payslip Summary
Verify that wages were overstated USF
Review Payroll Error MessagesPayroll Error Message Report
Receive request for payment of employee expense advances and reimbursements and
acknowledgeEIPs (AM): PAYMENT_EXPENSES_REQUEST
PAYMENT_EXPENSES_ACKNOWLEDGE
Review and reverse original check and create off-cycle
paysheet USFReview Paycheck Summary
Review ROE Insurable Earnings
Adjust/Reverse PaycheckReview FLSA Pay Data
Payroll type?
Junction
Delete check information USF
View/Print Online Check
Create final check paysheets USF
Create Final Check Paysheets
Adjust imputed incomeCalculate Adjustments
Adjustment Report
Receive Payment Requests
Review
Reverse pay confirmation USF
Reverse Pay Confirmation
Load retro pay data to paysheetsLoad Retro Pay to Paysheets
(NA)
Adjust Payroll Balances
Type of adjustment?
Create and review paysheet and payline
USFRequest Final Check
Need to inquire?
Create paysheets
Review and delete duplicate pay requests
Delete Retro Pay Requests (NA)
Create Single Paycheck for Immediate Payment
Retrieve Time Reporter Information
Create Paysheets
Load time reporter payable time from Time and Labor
USFLoad Time and Labor
Create replacement checks USF
Reprint Checks
Request process to unsheet USFPay Unsheet
Reconcile and Distribute NA
Payroll Information
Advise Expenses of info that has been accepted or rejected
EIP
End Process
Create paysheets by pay calendar USF
Create PaysheetsReview Pay Calendars
Add new paysheet and payline USF
By Paysheet
Print pre-note memos USF
Prenote Memo
Print checks USFPrint Checks
Create Paychecks PDF
Reverse paycheck USFAdjust/Reverse Paycheck
Perform pre sheet audit USF
Presheet Audit Report
Confirm pay USF
Confirm Pay
Review retro pay processing messages Retro Pay Messages
(NA)Retro Pay Calculations
(NA)
Review pay calculation or confirmation
results
Need corrections?
Calculate final earnings deductions and taxes USF
Calculate Pay
Review online pay calculation results USF
View/Print Online Check
Decide method of payment
distribution
Review reversal results USFReview Paycheck Review Pay Limits
Review payroll supporting documentation USF
View PaycheckDirect Deposit
Voluntary Deductions
Decideif need to...
Adjust Paycheck
No
Calculate pay for adjustment USFCalculate Pay
Receive request for Payment on a Variable Compensation Award
EIP (AM):VAR_COMP_PAYMENT_REQUEST
Create Manual Checks
Create direct deposit file USF
Create Direct Deposit File
Calculate pay for adjustment USFCalculate Pay
Review direct deposits by company USF
Direct Deposit Register
Calculate retro pay and review results
Calculate Retroactive Pay (NA)Update Retro Pay Calc Results
(NA)
Review and update payline earnings USF
By Payline SecurityBy Payline Earnings
By Payline Earnings SecurityBy Paysheet Earns Short Form
Ready to confirm
Confirm pay for adjustment USF
Confirm Pay
Create and Distribute Payments
Adjust employee balances USF
1042 Taxes Accruals Arrears
Balance Adjustment ReportCheck Year-to-Date
Deductions Earnings
GarnishmentsSpecial Accumulators
Taxes
Decide if need to reverse
pay confirm
Needfinal checkpaysheets?
Create online check data using automated process
USFCreate Online Check
Online Paysheet
Record adjustment on paysheet USF
By Paysheet
Review employee balances USF1042 Taxes
Arrears Check Year-to-Date
Deductions Earnings
Garnishments Special Accumulators
Taxes Employee Earnings Snapshot
Employee Earnings Record Rpt
Recreate retro pay?
Review payroll error messages USF
Review Payroll Error MessagesPayroll Error Message Report
Print paysheet earnings distribution USF
Print Paysheet Earnings Dist
From: "Track Employee Absences, Leaves and
Vacations" receive absence calculations
Receive sales commission information for payout
EIP
Confirm pay for final check USF
Confirm Pay
Apply payment request information USF
Load Paysheet TransactionsPaysheet Transactions Report
Create paysheet for final check USF
Create Final Check Paysheets
Create pay calculations for underpayment USF
Calculate Pay
Confirm pay for manual check
USFConfirm Pay
Create mass retro pay request and review summary
Process Mass Retro Pay (NA)Retro Pay Request Summary
(NA)
Decide if employee
pay was under or over stated
Review and update actuals USF
Review Actuals Distribution
Calculate earnings deductions, taxes, and net pay USF
Calculate Pay
Print paysheets USF
Print Paysheets
Advise Sales Incentive Management of payout info that has been accepted or rejected
EIP
Print checks USFPrint Checks
Create Paychecks PDF
Confirm Pay
Review summary of retro pay requests
Retro Pay Calc Summary (NA)
Pay All Calculated (rpt)(NA)Retro Pay Terminations
Review TL load history USFReview Time and Labor Load
Integration: Time and Labor Interface retrieves and consolidates payable time information for selected time
reporters and sends cross reference numbers back to TL
Decide if need to...
Create paysheet's method?
Make adjustments to paysheets USF
By Paysheet By Add Balance Page
By PaylineBy Payline Security By Payline Earnings
By Payline Earnings SecurityBy Paysheet Earns Short FormAdd new paysheet
page and payline USF
By Paysheet
Format information and print direct deposit file USF
Print Advice FormsCreate Advice PDF Forms
Receive request for payment of employee referral program awards and acknowledge receipt
EIPs (AM):PAYMENT_ERECRUIT_REQUEST;PAYMENT_ERECRUIT_ACKNOWLEDGE
Review pay calculation or confirmation results USF
Employed Retired Annuitant Temp Employees Buying FEHB
Semi-Annual Headcount Bond Purchase
Bond-Federal ReserveLeave Accruals
Deduction RegisterPayroll Register
Cost Center Other Earnings Register
Deductions in ArrearsDeductions Not Taken
Payroll Summary Employer Benefit Contributions
Garnishment Prorations Leave Audit SF1150 Report
Employees Not Processed Report Update WGI/Tenure Status
Note: Final check paysheets, either on-cycle or off-cycle, can only be created for existing final check requests.
Needto unsheet?
Perform pre confirmation audit USF
Preconfirm Audit Report
Review and update or override paysheets USF
By Paysheet By Add Balance Page
Record hours and amounts from Rapid Entry USF
Create Rapid Entry Paysheets
Adjust?
Advise Variable Compensation of awards that have been accepted or rejected
EIP (AM):VAR_COMP_PAYMENT_ACKNOWLEDGE
Provide pre-notification USF
Prenotification Report
Record adjustment on paysheet USF
By Paysheet
Delete obsolete balances USF
Delete Balances
Create on or off-cycle pay
calculations USFCalculate Pay
Create NA Payroll Information
Review check register and reconciliation reports USF
Check Register Employee Check Info Report
Decideif reprinted
checksneeded
Correct calculation
errors?
Need to create retro
pay?
Manage Time and Labor
Manage Absences
Review pay calculation or confirmation
results
Write out check for employee
Review and verify printed
checks
Advise HR Helpdesk of
discrepancy, if needed
Distribute paychecks
Distribute advice
information
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 88
PeopleSoft Enterprise Reconcile and Distribute US Federal Payroll Informationusing PeopleSoft Payroll for North America
PayrollAdministrator
Time and Labor Administrator
Non- Commit to NA
StateTax
FederalTax
CanadianTaxes
Provide Payroll Information
to the General Ledger
(Commitment Accounting)
Time and Labor Costs
Payroll CompletionInformation
OnCycle Payroll
Off Cycle Payroll
OPM
Thrift Board
Unscheduled
Scheduled
U.S.Treasury
Provide Information to U.S. Federal Agencies
Recruiting PaymentNotification
Payment Verification for Expenses
Audit
By Vendor
By Voucher
Prepare Payroll Information for the GL -
Non-Commit Acct
Pay Limits
Returning Retirees
Federal Benefit Recipient Headcount
Temporary Employees
Deduction Distribution
Bond Purchases
ActualsDist with TL
ActualsDist
Yes
No
Reconcile Check Information with Bank Records
Cost Center
Non-Commit for E1
Non-Commit for SAP
Pay Types
Provide Payroll Info to Accounts
Payable
Vendor
Sales Incentive
Variable Comp Payment Notification
Extract non-tax deductionsExtract Non-Tax Deductions
(NA)Extract CA Non-Tax Deductions
(NA)
Decide if need to
provide ...
Review all bonds purchased since the last
program runBond Purchase
Print fiscal year budget definitions and amounts
Fiscal Year Budget Report (USF)
Send a verification of payment to PeopleSoft Expenses
EIP (AM): PAYMENT_EXPENSES_ISSUE
Prepare distribution informationPredistribution Audit Rpt
Create the deduction distribution output
files, SF- 2812 and SF-2812A
RITS InterfaceExtract U.S. State tax
information Extract U.S. State Taxes (NA)
Create pay typesPay Type to GL (USF)
Provide Payment Information to the U.S. Treasury
Send a verification of payment to Variable Compensation
EIP (AM):VAR_COMP_PAYMENT_ACKNOWLEDGE
Identify ECS schedule number and type, review ECS schedule
information and eligible payments, and identify payments to include in
schedule Process ECS Off Cycle
Provide Savings Plan Information to the Thrift Board
Identify ECS schedule number type,
description, and off-cycle pay option
Identify ECS Controls
Provide ECSinformation to U.S.
Treasury
Decidewhat is needed
Create sales incentive notificationNotify SIM of Payments
Non-TaxDeductions
Provide Voucher, Tax and Deduction Information to Accounts Payable
Create?
Identify ECS control information and create the ECS
output file ECS Interface
Create reconciliation reportReconciliation Report
Decide if need to provide ...
Send payroll accounting transactions to the PeopleSoft General Ledger
EIPs (AM) : PAYROLL_ACCTG_TRANSACTION;
PAYROLL_DEDUCTION_REQUESTM;PAYROLL_DISBURSEMENT
Calculate, Confirm and Provide
Payroll
Send a verification of payment to eRecruitEIP (AM):
PAYMENT_ERECRUIT_ISSUED
Create a snapshot of agency-wide enrollment in FEHB, FEGLI, and retirement programs and provide
to the OPM Semi-Annual Headcount
Identify and reprint the TSP
voucher TSP Interface
Extract Canadian tax information
Extract Canadian Taxes (CAN)
Review suspense account information
Review Suspense Acct Distrib
Note: A separate ECS schedule must be reserved for each payment method (check, EFT, VENMIS) before processing the Treasury
Interface.
Provide Payroll Completion Information
Review results of check reprint process
Review Dead Checks
Create?
Send payroll accounting transactions to the PeopleSoft General Ledger
EIPs (AM) : PAYROLL_ACCTG_TRANSACTION;
PAYROLL_DEDUCTION_REQUESTM;PAYROLL_DISBURSEMENT
Create payroll accounting transactions for non-commitment
accountingNon-Commit Accounting Info (NA)
Non-Commit Reset Processing (NA)Payroll Error Messages
Create match exception report
Reconciliation Report
Create payroll transactions for non-commitment accounting forE1Non-Commit Posting for E1
Extract?
Adjust previously distributed pay?
Provide output file and voucher
information to the Thrift Board
Reconcile payroll checks with bank records
Request ReconciliationReconciliation-Ohio Local (USF)
Provide deduction distribution Information for FEHB, FEGLI, Retirement
Plans, and Creditable Service Purchases to the
OPM
Create AP Extract Audit report AP Extract Audit Report
Create the TSP transaction file, distribute deductions according
to TSP Board options, and create the voucher (TSP-2)
TSP Interface
Provide Information to the OPM
Review retro distribution information
Review Retro Distribution
Identify ECS schedule remarks, accounting information, and reel numbers; review transmission summary; and extract control
information ECS Interface
Create Payroll Regulatory and Tax Reporting
Information
Provide net payinformation to the
U.S. Treasury
Review retired employees who have returned to federal service
Employed Retired Annuitant (USF)
Decide type of voucher
processing
Report budget definitions and amounts
Load Gross/Fringe Data
Create/Provide?
Extract time and labor costsExtract Time and Labor CostsExtract Time and Labor Costs
(USF)
Create retro distribution informationProcess Direct Retro Dist
Review Retro Distribution Msgs
Extract U.S. Local tax information
Extract U.S. Local Taxes (NA)
Decide type of Interface
processing needed
Send a verification of payment to PeopleSoft Sales Incentive
ManagementEIP
Review?
Review.?
Run GL Interface to identify expense accounts
Review high-level breakdown of the information contained
in a TSP Voucher file Identify TSP Voucher Info
Create magnetic media listing all bonds purchased since last run
Bond-Federal Reserve
Review and update proposed payments by vendor
Review AP Extract-Lines
Create cost center informationCost Center to GL (USF)
Create GL interface reportsHR Accounting Line (NA)
Chartkey Values
Reconcile Check Records with Bank Records
Review and update proposed payments by voucher
Review AP Extract-Headers
Prepare Information for the General Ledger
Identify pay cycle and off-cycle net options; schedule information for
checks, EFTs, VENMIS, and bonds; and create the output files, ECS
transmission summary and extract control information
Treasury/FRB Bond Interface
Identify high-level breakdown of the
information in a TSP Voucher file
Identify TSP Voucher Info
Create Variable Comp Award payment notification
Notify Var Comp of Payments
Note: The scheduled processing of the TSP interface takes place after each confirmed on-cycle payroll.
Review vendor listing AP Vendor Listing
Identify ECS control information and create the ECS
output fileECS Interface
Decidetype...
Create check reconciliation
report
Note: The RITS interface is processed after each confirmed on-cycle payroll.
Review budget actualsReview Budget Actuals (USF)
Create payroll transactions for non-commitment accounting for SAP
Non-Commit Posting for SAPNon-Commit Rev/Repost for SAP
Local Tax
Create a listing of temporary employees who are participating in the federal employees health
programTemp Employees Buying FEHB
Create payment notification to expenses
Notify Expenses of Payments (NA)
Create recruiting referral program award payment notification
Notify Recruiting of Payments
Create actuals distribution with time and labor
Distribute Actuals/Extract TL
Review the pay limit and the amount of reduced pay after
payroll is run for the pay periodReview Pay Limits (USF)
Create accounting lines - actualsCommitment Accounting Actuals
(NA)
Send vouchers to APSend Vouchers to AP
Provide payment information to the U.S.Treasury and
receive reel number information in return
Identify header information for
TSP Voucher file Identify TSP Voucher Info
Export the Time and Labor costs from Payroll for North America into Time and Labor
Integration (AE): Extract Time and Labor Costs
Identify ECS schedule number type, description,
and on-cycle pay option to reserve summary
schedules Identify ECS Controls
Create accounting lines -encumbrances
Encumbrances (NA)Encumbrance Message (NA)
Create report for earnings, deductions, and tax distributions
Gross and Fringe
Extract U.S. Federal tax information
Extract U.S. Federal Taxes (NA)
Send tax, garnishment, and voluntary deduction withholding information to
PeopleSoft Payables for paymentEIP (AM): VOUCHER_BUILD
Create retro distribution reportRetro Distribution Audit Rpt Create actuals distribution
Distribute Actuals (USF)
Review actuals distributionReview Actuals Distribution (USF)
Provide Information to the General Ledger
Manage Time and Labor
Create grants report on certified time and effort for selected pay run
Time/Effort Certification Rpt
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 89
PeopleSoft Enterprise Create US Federal Payroll Regulatory Reporting and Tax Informationusing PeopleSoft Payroll for North America
Employee
Payroll Administrator
Pay Period ReportsUSA
Quarterly Tax Reporting Information
USA
Year End Tax Reporting Information
USA
Tax Reports USF
Create?
Reconcile and Distribute Payroll
Information
Create FUTA reconciliationFUTA Wage Reconciliation Rpt
Decide action?
Create W-2 reporting informationCreate W-2PR Diskette-SSACreate W-2PR Fed Tape File
Create W-2PR Print FileState W-2PR Tape Audit Report
W-2PR Data Audit ReportW-2PR Data Record Load
W-2PR Record Error ReportError Listing
Update tax reporting forms and definitions
Tax Form DefinitionsTax Form Print ParametersTax Reporting Parameters
W-2 Company DataMMREF Parameters
Tax Form Definition ReportTax Form Print Parameters Rpt Create 1099R reporting information
Form 1099R Audit ReportCreate 1099-R
Form 1096 Report
Provide Employee Individual
Retirement Information to
OPM
Create year end forms and W-2 adjustments
Review/Update Year End FormsReview Year End Forms CombinedW-2/W-2PR Summary Prior 2001
Create W-2c US/TerritoriesCreate W-2c Puerto RicoCreate W-2c Prior 2001
W-2c Audit Rpt US/TerritoriesW-2c Audit Report Puerto Rico
Print W-2c US/Territories Print W-2c Puerto RicoPrint Forms Prior 2001
W-2c Data Audit Rpt Prior 2001W-2c Audit US (MMREF)
Puerto Rico Audit (MMREF)Create W-2c US (MMREF)Adjustment closed pay period
Open/Close Pay Calendar
Create tax reports - USFFederal Liability by State
Local Tax DepositTax Deposit SummaryTax Summary-PA Opt
Tax Balance Audit
Create year end tax reportsError Listing Report
Update Year End Reporting InfoLoad Year End Data
Year End Record Error ReportYear End Data Audit Report
Print Year End FormsLocal W-2 Tax Totals ReportState W-2 Tax Totals Report
W-3/W-3SS Transmittal ReportsW-3PR Transmittal Totals Rpt6559 Transmitter Totals Rpt
Create Federal File (MMREF)Create State File (MMREF)
Create WV FileCreate Philadelphia (MMREF)
Federal Audit (MMREF)State Audit Report (MMREF)
WV Audit ReportPhiladelphia Audit (MMREF)
2001 YE ConversionCreate Puerto Rico (MMREF)Need to create?
Create quarterly tax reporting information USA
Define Tax Reporting ParmsTax Balance Audit
Create Magnetic Media AK-IDCreate Magnetic Media IL-NC
Create Magnetic Media ND-SCCreate Magnetic Media SD-WY
Employee Count Multiple Worksite
State Tax Summary State Wage Listing
State Unemployment Tax Create Georgia Wage DisketteFederal Tax Summary Report
Create 1042 reporting informationForm 1042-S Print and Mag File
Form 1042 Data SummaryDefine 1042-S Parameters
Create 1042-S
Create pay period tax reporting information for USA
Tax Summary-FederalTax Summary-State
Federal Liability by StateReconciliation-Ohio Local
Local Tax DepositTax Deposit SummaryTax Summary-PA Opt
Form 1042 Audit
Request duplicate W-2W-2 Reissue Request
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 90
PeopleSoft Enterprise Provide Employee Individual Retirement Information to OPM
Human Resource Specialist
Payroll Administrator
Provide Supplemental or Correction IRR to OPM
Provide Original IRR to OPM
Create Fiscal Retirement Information
Personal
PositionDetails
Employment
Yes
No Yes
No
Yes
No
Job, Benefit FEGLI, and Retirement
Identify or review remarks about
special conditions affecting retirement
coverage Identify IRR
Note: A Personnel Action Request may have a status of initiated, requested, various stages of
approval, disapproval, returned for more information, canceled, or withdrawn. Each status triggers different system workflow
actions as defined by your agency.
Create a PAR to apply employee record changes that impact IRR information or review existing
PAR details and update approval status
Correct IRR Supplement USFSupplement to IRR USF
Decide if need further
review for revision
Decide if need to print
forms
Review or Update Employee IRRReview basic pay prior to CSRS and FERS,
LWOP time, and retirement deduction
information Identify IRR
Identify position number, job code, department, benefits, FEGLl, and retirement data
Correct IRR Supplement USFSupplement to IRR USF
Update Accumulated Fiscal Information for Current or Separated Employees
Identify and review specific position details such as pay
group, holiday schedule, employee type, FSLA status, and
employee classCorrect IRR Supplement USF
Supplement to IRR USF
Update the accumulated fiscal data with appropriate
payroll information for specified employees
Process Accum Fiscal Data
Create Register of Separations and Transfer Reports
Create the ROST for all finalized IRRs not previously
reported to OPM and summarize the information for each IRR on the SF- 2807 for CSRS or SF-3103 for FERSRegister of Seps/Transfers
Identify employment-related dates such as service
computation and with-in-grade increase dates
Correct IRR Supplement USFSupplement to IRR USF
Identify the appropriate IRR retirement form, identify the IRR's to be
processed and finalize the IRR s, create the original, supplemental, or
correction IRR report on the appropriate form
Process IRRs
Review details of each PAR that
must be reported on the IRR Identify IRR
Identify information on expiration dates, with-in-grade increase data,
and union affiliations Correct IRR Supplement USF
Supplement to IRR USF
Print SF-50 Notice to Employee or
SF-52Request for Personnel Action
Correct IRR Supplement USF
Supplement to IRR USF
Decide type of IRR
action needed
Note: The Fiscal Data Accumulation process should be run at the end of each fiscal year
to accumulate and store fiscal information on IRR records for all employees. If an
employee separates during the year, you may run this process at the time of
separation so that you have the most up-to-date fiscal information on the IRR.
Update an employee's fiscal history for retirement
reportingUpdate Emp Fiscal Year Hist
Compensation Information
Review IRR type, date, status, and other information
Identify IRRReview IRRs
Create Supplemental or Corrected IRR Information
Identify compensation information such as pay rate determinant,
step, and quoted payCorrect IRR Supplement USF
Supplement to IRR USF
AdditionalEmployment
Create an IRR worksheet report for specified
current employee(s) Create IRR Worksheet-
Current
Decide what information
to update orreview
Decideif need more
review
Identify personal details such as name, address, phone,
citizenship, marital status Correct IRR Supplement USF
Supplement to IRR USF
WORKFLOW: Create a worklist item to provide notification that further approval or changes are required based on the assigned
PAR status
Create US Federal Payroll Regulatory and Tax Reporting
Information
Decide if updates are
needed
Review and verify IRR information for
separated employees
See "Track Employee Personal Information, Job Changes and
Personnel Actions", to complete a PAR in order to
modify information that affects the IRR
Create an IRR worksheet report for the separated
employee(s) based on the selected retirement form
Create IRR Worksheet-Sep
Decide if need to update
current PAR status
Yes
No
Measure Deployment
Effectiveness
Provide IRR and ROST
information to the OPM
Review the summarized IRR and ROST information
that will accompany the IRRs when submitted
to the OPM Review ROST Summary
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 91
PeopleSoft Enterprise Send Employee Information to an External Payroll Application
Payroll Interface Administrator
Employee
Human Resources Specialist
Employee Payroll Information
NLD
BenefitsDeductions
Earnings Information
No
Yes
Record the employees Social Insurance data according to the Dutch
Social Security regulations
Social Insurance (NLD)
Specify information about the distribution
of net payments (direct deposit)
Payment Distribution (NLD
Manage Absences
Measure Deployment
Effectiveness
See model titled: "Reward" to affect records that contain benefit
deduction information
Create PI reports Export Changes
System Table ListingPS Record Listing
PS Record-Field ListingField Listing
Field-Translation ListingInstance ListingProcess ListingProcess Values
Definition Table-FileDefinition Table-RecordDefinition Table-FieldConfiguration Listing
Group ListingEmployee Listing
File Handle Listing
Assign incidental earnings to an
employee that are non-hourly based
Incidental Earnings (NLD)
Decide if need to update
Review Payroll Interface Results
Review DeductionsError Messages
Run TableExport Details
Check SummaryEarnings Balances
Deduction BalancesTax BalancesTable Export
Assign recurring deductions to an
employee and indicate percentage or amount of
deductionGeneral Deductions
(NLD)
Provide information to or receive information from the
payroll systemImport/Export Payroll Data
Decide if errors were
encountered while calculating deductions
Calculate deductions for
each pay period Calculate
Deductions
Review deduction calculation error messages online
Review Error Messages
Assign recurring earnings to an employee and
indicate the amount of earning
Regular Earnings (NLD)
Confirm or reverse deduction calculations and load deduction calculation
information for export to the payroll system
Confirm Deductions
Review pay from 3rd party
3rd Party Pay Inquiry
Convert tab-delimited files to comma-delimited files
Convert Tab Delimiter
See model titled: “Maintain Employee Data” to affect records that contain earnings information
Assign incidental deductions to an
employee and specify amount or percentage of
deductionIncidental Deductions
(NLD)
Export or import external files
Complete Export to Ext File
Decide if need to update information for
employee deductions and earnings
Correct calculation errors
Record the employees Tax
Data according to the Dutch Taxation
regulationsTax Data (NLD)
Maintain Employee Data
Assign hourly time and overtime
Hourly Time/OvertimeHourly Time by Calendar
No
Yes
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 92
PeopleSoft Enterprise Create GBL Employee Payroll Information
Employee
Global Payroll Administrator
Human Resource Specialist
Global
Australia
Brazil
Switzerland
Germany
Spain
Great Britain
Hong Kong
India
Italy
Japan
Mexico
NLD
NZL
SGP
France
USA
MYS
Apply garnishments or court orders - GBR
Assign Court Orders GBR
Apply balance adjustments to
accumulators - GBLAccumulators
Review employee termination data -
GBRReview P45 GBR
Assign earnings and deductions - USA
Savings Bond Assignment USA
Identify net pay/ recipient elections - CHE
Override Source Bank CHEManage Foreign Bank Acct CHE
Identify net pay/ recipient elections - NZL
Add Deduction Recipients NZL
Identify social insurance information - ESP
Multiple Employment Data ESP
Maintain EPF Payee Data MYS Maintain EPF MYS
Identify general employee payroll information - GBLReview Job Information
Identify net pay/ recipient elections - GBL
Maintain Bank AccountsSpecify Net Pay Elections
Add Bank InformationAdd Deduction Recipients
Maintain ret allow data JPN Maintain Ret Allow Data JPN
Apply garnishments or court orders - NZL
Assign Garnishments NZLSpecify Protected Net Pay NZL
Assign earnings and deductions - NLD
Commuting Data NLD
Record payee tax information -MEXDefine Prior Employer Data MEX
Specify No Year-End Adj MEX
Identify family allowance information - ITA
Define Family Data ITAReview Family Data ITAMaintain ANF Data ITA
Identify general employee payroll information - IND
Define MDA Enrollment INDDefine MDA Claims IND
Define LTA Enrollment INDDefine LTA Claims IND
Record payee tax information - GBRMaintain NI Data GBR
Maintain Tax Credits GBRMT1 - Code Number Changes GBR
Uplift Tax Codes GBRMaintain Student Loans GBR
Identify net pay/ recipient elections - DEU
Override Source Bank DEUManage Foreign Bank Acct DEU
Identify loans and/or advances - ESPRequest Advances/Loans ESP
Assign earnings and deductions - JPNCommuting Allowance JPN
Identify social insurance information - ITA
Maintain Social Ins Data ITA
Identify pension information - DEU
Maintain BVV Data DEU
Assign earnings and deductions - GBLPayee Assignment By Element Element Assignments by Payee
RecurringOne Time (Positive Input)
Identify loans and/or advances - ITALoans Data ITA
Apply garnishments or court orders - AUS
Assign Garnishments AUS
Identify general employee payroll information - MEX
Reverse Results MEX
Identify social insurance information - NLD
Maintain Social Ins Data NLDMaintain Addl Ins Data NLD
Identify pension information -GBR
Assign Scheme GBRStakeholders Pension GBR
Assign Share Schemes GBRShare Save Holidays GBR
Identify payslip information - CHE
Define Payee Data CHEMessages CHE
Record payee tax information -NZL
Maintain Tax Data NZLCreate Invalid IRD Report NZL
Identify payslip options MYSPayslip Delivery Option MYS
Apply garnishments or court orders - DEU
Assign Garnishments DEU
Assign earnings and deductions - GBR
Overtime GBR
Identify payslip options -GBL
Payee Payslip Options
Assign earnings and deductions - IND
RecurringOne Time (Positive Input)
Identify pension information - ITAMaintain Compl Fund ITA
Insert Earnings/Deduction Assignment for the loan information entered in the Request Loans
componentEIP (CI): GP BRAZIL - LOANS DEDUCTION
ASSIGNMENT
Identify net pay/ recipient elections - HKGAdd Recipient Mbrship Nbr HKG
Provide personal information for payroll payment and
distributionPersonal Bank Accounts
Pay Distribution Instructions
Record payee tax information - JPNMaintain Income Tax Data JPN
Maintain Dep Tax Data JPNMaintain Inhab Tax Data JPN
Record payee tax information - ESPMaintain Tax Data ESP
Override Tax Percentage ESP
Identify payslip information - FRAAdd Payslip Messages FRA
Identify general employee payroll information CHE
Define EO Payment CHEDefine EO Payment Ovrd CHE
Maintain SOCSO Payee Data MYS Maintain SOCSO Payee Data MYS
Identify payslip information -HKG
Payslip Delivery Option HKGMessages HKG
Update payroll accounting information - GBL
GL Distribution Overrides
Identify family allowance information - BRA
Review Dependent Data BRA
Record payee tax information - AUSMaintain Tax Data AUS
Specify Trainee Tax Rebate AUSReview/Update Tax Scales AUS
Override payee processing information - GBL
Supporting ElementsPayee Sections
Payee Calendar GroupsAssign Retro Limits
Identify payslip information - AUSPayslip Delivery Option AUS
Messages AUS
Identify social insurance information - MEX
Maintain SDI Data MEX
Maintain termination data MYS Maintain Termination Data MYS
Maintain Absences
Insert Earnings/Deduction Assignment for the loan information entered in the Request Loans component
EIP (CI): GP BRAZIL - LOANS DEDUCTION ASSIGNMENTEIP (CI): GP MEXICO - LOANS DEDUCTION ASSIGNMENT
Identify social insurance information - JPNMaintain Social Ins Data JPNMaintain Labor Ins Data JPN
Maintain Lab Ins Rpt Data JPN Maintain Dep Soc Ins Data JPN
Identify payslip information -IND
Payslip Delivery Option INDMessages IND
Inserts Supporting Elements Overrides at payee level based on a country specific
page for payee parametersEIP (CI): GP BRAZIL - PAYEE
PARAMETERS
Identify loans and/or advances - BRA
Request Loans BRA
Identify social insurance information - IND
Define ESI Data IND
Identify payslip information - NZLPayslip Delivery Option NZL
Messages NZL
Identify payslip information - SGPPayslip Delivery Option SGP
Messages SGP
Provide override information indicating that a payee will not be considered for the
Annual Tax Adjustment processEIP (CI): GP MEXICO - PAYEES
WITHOUT ANNUAL TAX ADJUSTMENT
Identify net pay/ recipient elections - SGP
Add Deduction Recipients SGP
Identify loans and/or advances - GBR
Review Loans GBRMaintain Loans GBR
Update Loans End Date GBR
Add person of interest as a payee - GBLAdd a POI Payee
Calculate, Confirm and Distribute GBL
Payroll
Identify payslip information - DEU
Define Payee Data DEUMessages DEU
Identify payslip information - NLDMessages NLD
Assign pay groups - USAPay Group Assignment USA
Payee Calendar SOVR (hidden)
Request loans MYSRequest Loans MYS
Add deduction recipients MYSAdd Deduction Recipients MYS
Identify general employee payroll information - HKG
Specify Housing Quarters HKGDefine PT EE Main Employer HKGDefine Self Employed Data HKG
Maintain Employee Data
Identify general employee payroll information - DEU
Add General Remarks DEU
Record payee tax information -IND
Maintain Tax Declarations INDSpecify Tax Details IND
Assign garnishments - USAAssign Garnishments USA
Garnishment Summary USA
Identify payslip information -GBR
Create Messages GBRMessages by Pay Group GBR
Apply garnishments or court orders - FRA
Assign Garnishments FRA
Record payee tax information - ITASpecify Tax Reduction ITADefine Assignee Data ITA
730 Data ITADefine Prior Employer Data ITA
Identify loans and/or advances - MEX
Request Loans MEXLoans MEX
Identify pension information - IND
Define PF Enrollment IND
Identify social insurance information - DEU
Maintain Social Ins Data DEUMaintain Accident Ins Data DEU
Add Old Age Part-Time Data DEU
Identify social insurance information - CHE
Maintain Social Ins Data CHEAdd Other Insurances Data CHE
Identify family allowance information - CHE
Define Family Allow Data CHE
Identify pension fund data - CHE
Pension Fund Data CHE
Identify net pay/ recipient elections - AUS
Specify Protected Net Pay AUSAdd Deduction Recipients AUS
Maintain termination data - USAMaintain Termination Data USA
Identify loans and/or advances - FRARequest Advances/Loans FRA
Create employee
informationfor?
Identify general employee payroll information - BRA
Define Payee Parameters BRAMaintain Payee-Union Data BRA
Record payee tax information - NLD
Maintain Tax Data NLD
Record payee tax information - CHEMaintain Source Tax Data CHE
Record payee tax information -DEU
Maintain Tax Data DEUCalculate Company Car Tax DEU
Review payee data related to multiple contracts - CHE
Review Multiple Contracts CHE Review MC Exceptions CHE
Maintain German employer
certificates - DEUCertificates DEU
Identify loans and/or advances - DEU
Request Loans DEU
Identify information to request a loan repayment
from payee - USARequest Repayments USA
Identify recipient or beneficiary relationship - BRA
Recpnt/Benef Relationship BRA
Identify pension plan –ESP
Payee Pension Plan ESP
Review pension contingency contracts – FRA
Pension/Cont. Contract Rvw FRA
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 93
PeopleSoft Enterprise Calculate, Confirm, and Provide Payroll using PeopleSoft Global Payroll
Employee
Global Payroll Administrator
Time and Labor Administrator
Vacation EntitlementsBrazil
Positive InputBrazil/Mexico
HeadcountFrance
Absences/Overtime
Festive AdvancesSGP
SDIMexico
Profit SharingMexico
No
Yes
Run Types
Periods and Calendars
Group Lists
Retrieve Variable Awards
Review Retroactive Exceptions
Review Triggers
Review/UpdatePositive Input
Override Supporting Elements
AbsencesSwitzerland
OvertimeSwitzerland
OvertimeMexico
Review PayslipResults
Add Payslip Messages
Create PaymentsEarnings and Deductions
CostInformation
Payment Verification to VC
No
Yes
On-Cycle
VacationBRA
Yes
Data MigrationItaly
Festive AdvancesMYS
No Yes
Off-Cycle
Off-Cycle
Review or update positive input -GBL
Manage Positive Input by CalManage Positive Input by Tmplt
One Time (Positive Input)Manage Generate Positive Input
Add payslip messagesAdd Payslip Messages CHEAdd Payslip Messages DEUAdd Payslip Messages ITAAdd Payslip Messages NLD
Messages NZLAdd Payslip Messages ITAAdd Payslip Messages AUSAdd Payslip Messages FRAAdd Payslip Messages GBRAdd Payslip Messages HKGAdd Payslip Messages SGP
Reversal by payment ID and number
Reversals USA
Create run types to identify payroll or absence runs
Run Types
Decide if need to...
Review salary packages - AUSSalary Package Summary AUS
See "Track Absences and Vacations"
Review GL costing informationReview GL Costing Info AUSReview GL Costing Info NZLReview GL Costing Info SGPReview GL Costing Info MYSReview GL Costing Info MEX
Decide if need to...
Create groups of calendars
Calendar GroupsCalendar Groups AUSCalendar Groups NZL
Review calculation results - AUSMessages AUS (rpt)
Create coupon reporting
information - MEXCreate Coupons Interface MEX
Create deduction payback recordsCreate Deduction
Paybacks NZL
Identify employees with missing account info
Missing Bank Account Rpt ESPPayee Bank Account Report
ESP
See "Track Absences and Vacations"
Prepare/Update Payroll Information for Calculation
Create and review paycycle reporting information - GBL
Create Generic ReportsPayroll Results Register
Absence Results RegisterPayroll Results Summary
Payroll Messages
Create and review paycycle reporting information - HKG
Payroll Results Register HKG
Pay Components HKGReconciliation HKG
Import employee absences from self-service
Enter Absence CHECreate Absences CHE
Create GBL Employee Payroll
Information
Review the off-cycle payees who were suspended from on-
cycle pay runsReview Off Cycle Payee Status
Create and review paycycle reporting information - MEX
Overtime MEXProvisions MEX
Loans by Calendar MEXANN - Christmas Bonus MEXANN - PTU-Profit Share MEXPayroll Results Register MEX
Balances MEX
Decide to define or update
Review calculation results - DEUGarnishment Results DEU
XML Results DEUPayroll Results Summary DEUPayroll Results Register DEU
Overpayment List DEUPay Balance DEU
Receive Payment Requests
Finalize payroll calculations
Calculate Absence and PayrollIdentify payees and create
payroll calculationsCalculate Absence and
Payroll
Create and review paycycle reporting information - NLD
CBS Interface NLDLongterm Illnesses NLDResults Register NLD
Create Illness Statistics NLD Illness Registration NLD
Export Company Data NLD Illnesses by Employee NLD
Illnesses by Group NLD
Create GBL Payroll Regulatory Reporting and Tax
Information
Reverse for USA?
Provide Cost information to Time and Labor
Send Costs to Time and Labor
Provide notification of VC award payment to Variable Compensation
EIP (AM): VAR_CMP_PAYMENT_ACKNOWLEDGE_GP
Review calculation results - CHEPayroll Results Register CHE
Overpayment List CHEPay Balance CHE
Pay Element Summary CHE
Create bank fileBank File Entry
Create Bank File CHECreate Bank List CHECreate Bank File DEUCreate Bank List DEUCreate BACS File GBR
Create Direct Deposit File USA
Load positive input Manage Pos Input via Batch BRAManage Pos Input via Batch MEXManage Mass Positive Input MEX
Decide if need to?
Create and review paycycle reporting information - CHE
Payroll Results Register CHEOverpayment List CHE
Pay Element Summary CHEPersonal Statement CHE
Pay Balance CHECalc Reconciliation Report CHE Element Contribution List CHE
Update Setup Information
Create payment information for EFTsRun Payment Prep Process BRARun Payment Prep Process CHERun Payment Prep Process FRARun Payment Prep Process GBRRun Payment Prep Process INDRun Payment Prep Process MEXRun Payment Prep Process NLD
Run Banking Process ITARun Banking Process JPN
Run Payment Prep Process DEU
View payslipView Payslips
View Payslip GBR
Create and review paycycle reporting information - NZL
Pay Components NZLReconciliation NZL
Payroll Results Register NZL
Review result summary of payslip online
Inquire Online Paycheck Second Inquire Online Paycheck MEX
Identify type of off-cycle transaction, manual or unscheduled payment, correction, or advance payrolls
Off Cycle Request
Create and review paycycle reporting information - BRA
Family Allowance Registry BRAFinancial Register BRA
Dependnt Statmnt IncomeTax BRA Payroll Results Register BRA
Average Report BRA
Review online payslipsView Online Payslip CHE
Review Self Service Payslips
Review retroactive exceptions -GBL
Unprocessed Retro Deltas
Reconcile manual paymentsManual Payment Reconciliation
Calculate salary package - AUS
Calculate Package Expenses AUS
Create deduction payback recordsCreate Deduction
Paybacks AUS
Review triggers - GBLReview Triggers
Rvw/Expand Mass Triggers Review Iterative Triggers
Review?
Provide acknowledgement of (rejected or erred awards) errors detected during award validation
to Variable CompensationEIP (AM):
VAR_CMP_PAYMENT_ACKNOWLEDGE_GP
Review messages from the process
Messages for Off Cycle process
Load vacation BRAMass Vacation Programming BRA Vacation - Acq Period Upd BRA
Create recipient fileCreate Recipient File AUSCreate Recipient File HKGCreate Recipient File SGPCreate Recipient File NZL
Recipient Payment Report HKGCreate Garnishment File USA
Create Recipient File MYS
Distribute Payroll Information
Load data ITAData Migration ITA
Review?
Review payment reportsNet Payment Report AUSNet Payment Report ESPNet Payment Report FRANet Payment Report HKGNet Payment Report SGPNet Payment Report NZLPayment List Report NLD
Pending Net Payment Report ESPNet Distribution Exception USA
Net Payment Report MYS
Calculate profit sharing and create positive input
Calculate PTU-Profit Share MEX
Review calculation results - ITAPayroll Results Register ITA
Payroll Results ITA
Review net pay and deductions - GBL
Review Payments by Cal Group
Publish payroll results for General Ledger -Global Payroll Accounting Result
EIP ( Batch Publish ): GP_POST_GL
Review calculation results - NZLMessages NZL (rpt)
Update calculated headcount - FRAUpdate Company Headcount FRA
Include payslip messagesAdd Payslip Messages AUSAdd Payslip Messages FRAAdd Payslip Messages GBRAdd Payslip Messages HKGAdd Payslip Messages SGPAdd Payslip Messages CHEAdd Payslip Messages DEUAdd Payslip Messages ITAAdd Payslip Messages NLDAdd Payslip Messages NZL
RecurringOne Time (Positive Input)
Provide Cost Information to Time and Labor
Create and review paycycle reporting information - GBR
Gross To Net GBRHigh/Low Earners GBR
P32 GBRP35 GBR
Profile Report GBRElement Summary Report GBR
Validation Exception GBR
Update calendars?
Send cost data back to Time and Labor after a pay run is complete so that the data can be distributed across payable
time entries and sent to PeopleSoft Projects and other applications
EIP: PAYROLL ACTUAL COSTS
Ready to finalize
Receive notification from Absence Management that an off-cycle
payment is neededOff Cycle Request
Off Cycle On Demand
Review calculation results - HKGMessages HKG (rpt)
Decide if need to...
Review results of the processResults for Off Cycle process
Prepare payments for banking processes - GBL
Run Payment Prep ProcessRun Payment Prep Process USA
Payment Renumber USARun Payment Reconciliation
Reconciliation Exceptions
Create payee groups used for payroll and absence
calculationManage Group Lists
Retrieve requests for variable compensation payments
EIP :VAR_COMP_PAYMENT_REQUEST_GP
Override supporting elements - GBL
Supporting Elements
Import employee overtime from self-service
Process Overtime CHE
Create and review paycycle reporting information - MYS
Payroll Results Register MYSReconciliation MYS
Pay Components MYS
Manage Time and Labor
Define time periods for payroll and absence processing
PeriodsAutomatic Period Creation
Create Payment Information
Process the off cycle payroll
Process Off Cycle
Create EFT payment fileCreate EFT Payment File AUSCreate EFT Payment File BRACreate EFT Payment File ESPCreate EFT Payment File FRACreate EFT Payment File HKGCreate EFT Payment File JPNCreate EFT Payment File MEXCreate EFT Payment File SGPCreate EFT Payment File NLDCreate EFT Payment File NZLCreate EFT Payment File ITA
Create EFT Payment File MYS Review EFT by Cal Group ITA
Post Earnings and Deductions to General Ledger
Review calculation results – FRACreate Terminated EE Group FRA
Extract Termination Data FRAUpdate Termination Data FRA
Decide if need to provide...
Create and review paycycle reporting information - SGP
Payroll Results Register SGPPay Components SGP
Reconciliation SGP
Create file and transfer costs to GLSend Costs to GL
Send Costs to GL AUSSend Costs to GL NZLSent Costs to GL SGPSend Costs to GL MYSSend Costs to GL CHESend Costs to GL MEXFinalize Costs for GL
Review payslip resultsAdministrator Results FRA
Rvw Admin Payslip/Results FRARvw Admin Payslip/Results GBR
Post/unpost festive advance information - SGP
Post/Unpost Festive Advncs SGP
Create and review pay cycle reporting information - AUS
Payroll Results Register AUSPay Components AUS
Reconciliation AUS
Review Calculation Results
View transactions not assign GL account
Review GL Costing w/o account
Retrieve variable compensation awards -
GBLRetrieve Variable Comp
Review payee account information
Missing Bank Account Rpt ESPPayee Bank Account Report
ESP
On or Off-Cycle?
A batch process prompts PeopleSoft Global Payroll to
send absence data to PeopleSoft Time and Labor
Integration (COBOL): GPPDPRUN
Update profit sharing definitions - MEX
Define PTU-Profit Share MEX
See "Track Time and Labor"
Summarize and print employee pay elements
Generate PayslipReprint Payslip Copy
Regenerate Original Payslip Manage Payslip ProcessesCreate/Print Payslips AUSCreate/Print Payslips BRACreate/Print Payslips CHECreate/Print Payslips DEUCreate/Print Payslips ESPCreate/Print Payslips FRACreate/Print Payslips GBRCreate/Print Payslips HKGCreate/Print Payslips INDCreate/Print Payslips ITACreate/Print Payslips JPNCreate/Print Payslips SGPCreate/Print Payslips MEXCreate/Print Payslips NLDCreate/Print Payslips NZL
Create / Print Payslips MYS
Review calculation results - SGPMessages SGP (rpt)
Decide if need to create or
update...
Identify payees; create, update, freeze or cancel
calculations
Load payable time from PeopleSoft Time and Labor into Global Payroll
when the Calculate phase of a pay run is initiated
Integration(COBOL): Process Payroll/Absence
Post/unpost festive advance information - MYS
Post/Unpost Festive Advncs MYS
Create and review paycycle reporting information - ITA
Payroll Results Register ITAPay Element Summary ITA
Pay Element History ITA
Create/update SDI triggers and update SDI records - MEXCreate SDI Triggers MEX
SDI by Anniversary and SMG MEX
Create and review paycycle reporting information - DEU
Payroll Results Summary DEUPayroll Rsts Summary Year DEU
Payroll Results Register DEUOverpayment List DEU
Pay Balance DEUTotal Compensation DEU
Element Contribution List DEU Company Loan DEU
Create accounting and reconciliation reports
Create Accounting Voucher CHECreate Accounting Voucher DEUCreate Reconciliation List CHECreate Reconciliation List DEU
GL Costing Report ESP
Review calculation results - GBLPayee Iterative ListResults by Calendar
Results by Calendar GroupPayee Messages
Payee StatusProcessing Statistics
Element Resolution ChainAdministrator Results
Identify payees for the off-cycle payroll run and create
group for processingOff Cycle Request
Off Cycle Calendar Group
Review calculation results - ESPIRPF Calculation Results ESP
Create calendars for payroll and absence processing
CalendarsAutomatic Calendar Creation
Reconcile?
Create and review paycycle reporting information - USA
Bonds Report and Interface USA
Maintain inhabitant tax data JPNLoad IH Tax Payment Data JPN Maintain IH Tax File Data JPN
Create IH Tax File JPN
IH TaxJapan
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 94
PeopleSoft Enterprise Create Payroll Regulatory Reporting and Tax Information using PeopleSoft Global Payroll
Human Resource Specialist
Employee
Global Payroll Administrator
Hong Kong
Germany
France
Brazil
Australia
India
Italy
Japan
GreatBritain
Mexico
Netherlands
New Zealand
Singapore
Spain
United States
Switzerland
Malaysia
Capture data, update and create IR56 reports
Create IR56 Data HKGReview/Update IR56 Data HKG
IR56E Report HKGNew - Terminated Rpt HKG
MPF Remittance Statement HKG
Create a printed letter for terminated or laid off payees
Create Termination Letters ESPManage Terminations ESP Company Certificate Report
ESP
Process terminationP45 GBR
P45 Identification GBR P45 Identification
Results GBR
Create and review reportsIMSS Base Over Cap Report MEX
Variable SDI Report MEXMultiple Information MEX
Inter-company Payee Detail MEX
Create tax reports ItalyF24 Control Report ITA
Type of Reports?
Create data non-citizen employee's termination, update and create
reportsCreate IR21 Forms SGP
IR21 Forms SGPPrint IR21 Forms SGP
Extract Unified DADS data, update and create reports
Extract DADS Data FRAUpdate DADS Sending Refs FRAUpdate DADS Companies FRAUpdate DADS Sit. Empl All FRA
Update DADS Employees All FRA Update DADS Sit Dtls All FRA Update DADS Sit Empl FRA
Update DADS Situation Dtls FRAUpdate DADS Employees FRA
Update DADS Situation Dtls FRA
Create the employer's return of remuneration and pension
reportsDefine IR56B/M Controls HKGCreate IR56B Elec File HKG
IR56B Report HKGIR56M Report HKG
Create GPS report GPS Report BRA
Create a printed letter for terminated or laid off payees
Create Term/Layoff Letters MEX
Country?
Type of Reports?
Create EDI audit GBREDI Audit by Employee GBR
EDI Audit by Submission GBR Process EDI GBR
Create tax reports NLDPers. Information Report NLDTax Reductions Report NLD
Year-End Employee Report NLDTax Summary Report NLD
Create regulatory reports SwitzerlandBESTA Employment Statistic CHE
Salary Structure Analysis CHEEO Pay Card Report CHE
FAK Contributions Report CHE FAK Contributions Year CHE
Create Provident Fund Remittance Reports
PF Remittance Statement IND
Create reports for social security
SI Summary Report NLDSI Contribution Request
NLD
Prepare reports of people leaving the country that are not
citizensSpecify Departure Details HKG
IR56F Report HKGIR56G Report HKGIR56F Report HKGIR56G Report HKG
Create DARF, DIRF, and IREN reports
DARF Report BRAMonthly DIRF Report BRA
IREN Report BRA
Create tax reports AUSPayroll Tax Report AUS
Create TFN File AUSBAS Information Report AUS
Create SUA filesSUA - Transact File MEXSUA - Payee File MEX
SUA - Disabilities File MEX SUA - Affiliation File MEX
SUA - Loans File MEX
Create regulatory reporting information for Germany
Payroll Statistics Report DEUPayee Compensation Report DEU
Industrial Statistics DEU
Tax reports IndiaProfession Tax Report IND
Allowance Taxable Amounts IND
Create IRAS Tax FormsIRAS Tax Forms SGP
IRAS Benefit Rates SGPCreate IR8A/IR8S Forms SGPCalculate Appendix 8A SGP
IR8A/IR8S Forms SGPAppendix 8A Forms SGPAppendix 8B Forms SGP
Print IR8A/IR8S Forms SGPPrint Appendix 8A Forms SGPPrint Appendix 8B Forms SGP
Create IR8A File SGPCreate IR8S File SGP
Create Appendix 8A File SGPCreate Appendix 8B File SGP
Type of Reports?
Create and review social insurance reports for Italy
DM10 Report ITAGV93 Report ITA
Contribution Report ITA770 Report ITA
INAIL Year-End Report ITA
Create certificates reportsExtract Certificates Data FRA
Certificates Report FRA Update ACC/MP Certifs FRA
Update Ill/Mat Certifs FRA
Calculate reportable Fringe Benefit Tax (FBT) collections and review
Collect FBT Earns AUSRvw/Update Payee FBT Earns AUS
Create CP forms MYSCP22 Forms MYS CP39 Forms MYS
Create Regulatory Reporting and Tax Information for USA
Maintain Tax Profile USA Maintain Tax Data USA
Create CUD reportsCUD Report ITACUD Data ITA
Electronic CUD Report ITA
Type of Reports?
Create IMSS notice for employee transactions
IMSS Report Notices MEXIMSS EDI Notices MEXIMSS Mag Notices MEX
Review IMSS Notices MEXANN - Risk Factor Report MEX
Type of Reports?
Create payee's payment summary, review, create reports and electronic
file to ATOCreate Pmnt Summary Data AUSReview Pmnt Summary Data AUS
Review/Update ETP Data AUSPayment Summary Exceptions AUSPayment Summary Reconcile AUSPayment Summary/ETP Certs AUSCreate Pmnt Summ Elec File AUS
Create IRD data, review and create reports NZL
Create IRD Data NZLReview IR345/6/8 NZL
Review EE IR348 Data NZLReview IRD Exceptions NZL
Create IR348 File NZLCreate IR348 Report NZL
Print QES Report NZ
Process terminations ITATFR Reports ITA
Create reporting data, submit files and create reports
CPF/FWL Late Interest SGPCreate CPF Reporting Data SGP
Create CPF-PAL Internet SGPCreate CPFLine SGP
CPF Mthly Contribution Rpt SGPCPF Mthly Contribute List SGPCPF Adjustment Report SGP
Process terminations MYSCreate CP21 Data MYS
Create CP22A Data MYS Print CP21 Forms MYS
Print CP22A Forms MYS View CP21 Details MYS
View CP22A Details MYS
Create Social Security reports ESP
Create FAN File ESPTC1 Report ESP
Company Certificate Report ESPCreate FDI File ESP
FDI Confirmation ESP Collective Report ESP Individual Report ESP
Type of Reports?
Type of Reports?
Define parameters for Service Takers, identify payees, verify SEFIP parameters and create report
Service Taker Data BRAService Taker Transactions BRA
SEFIP Parameters BRASEFIP Report BRA
Process terminations BRATermination Contract Rpt BRA
Unemployment Insurance Rpt BRA
Create statutory reports for Great Britain
P11 - Part 1 GBRP11 - Part 2 GBRP11 - Part 3 GBR
P32 GBR
Create new or amended Pay and Pension numbers to be sent to
EDSMT3 - Pay/Pension Numbers GBR
Extract DUCS Data, adjust headcount, update and create files
Create DUCS Data FRAAdjust DUCS Headcount FRA
Update DUCS Data FRAUpdate TRC Data FRA
Create DUCS/TRC/DRA File FRA
Type of Reports?
Create pension reports CHEInbound Pension Data CHE
Outbound Pension Data CHE Pension Interface Download CHE
Pension Interface Upload CHE
Create Regulatory Reporting and Tax Information for MYSSpecify Benefits in Kind MYS
Define CP38 Data MYS Maintain Tax Data MYSTax Receipt Table MYS
Create CP159 Data MYSView CP159 Details MYS Print CP159 Forms MYS Create CP8A Data MYS View CP8A Details MYS Print CP8A Forms MYS
Finalize CP8A Details MYS Print Form 8D MYS Print Form E MYS
Print PCB 2 (II) MYS
Type of Reports?
Create tax reports SwitzerlandSource Tax CHE
Maintain LAW Data CHEOverride Tax Stmt Data CHEReview Tax Stmt Data CHE
Source Tax Year Report CHETax Statement Report CHENon AHV/ALV Report CHE
UV Year Report CHEAHV Year Report CHE
Maintain LAW data 2006 CHEOverride Tax Stmt 2006 CHE
Source Tax Month Report CHETax Statement 2006
Calculate, Confirm and Distribute GBL
Payroll
Create tax reports ESPCreate 111/110 Model File ESP
Create 190 Model File ESPTax Deductions Report ESP
Create 296 Model File ESP Create 345 Model File ESP
Type of Reports?
Create social security/ insurance reportsSI Contributions Report DEU
Emplr Liability Summ Rpt DEUEmplr Liability Detail Rpt DEU
Compulsory Health Ins Rpt DEUKUG Report DEU AZ Report DEU
Type of Reports?
Define DEUEV facts and events, review and create reports
Define Business Evnt DEUEV DEURun Daily DEUEV DEU
Run Monthly DEUEV DEUChange Currency DEUEV DEU
Start System DEUEV DEUTerminate System DEUEV DEU DEUEV Reported Events DEU
DEUEV Triggers DEUDEUEV Reportable Events DEU
DEUEV Statistics DEUDEUEV Process Status DEU
DEUEV Report Generation DEUCreate DEUEV File DEU
Create enrollment and termination reports
Enroll and Term Reports IND
Create regulatory reporting information for Australia
QTR-ABS Avg Wkly Rpt/File AUSQTR-ABS Empl Srvy Rpt/File AUS
Type of Reports?
Create tax reports MexicoState Taxes by Loc Report MEX
Federal Taxes Report MEXForm 37 Report MEX
Form 37 Additional Data MEXSalary Credit Report MEX
Fixed SDI Report MEX
Print forms MYSPrint EPF Form A MYS
Print EPF Summary MYS
Type of Reports?
Identify tax info and create tax reports USA
Federal Tax Data Status USA Identify W-4 Exempt Payees USA
Identify W-5 EIC Payees USAQuarterly Tax Reports USA
Reset W-4 Exempt Payees USA Reset W-5 EIC Payees USA
Tax Deposit and Liability USA Tax Summary Reports USA W-4 ePay Audit Report USA
W-4 Exempt Payees Report USAW-4 IRS Report USA
W-5 EIC Payees Report USA Employee SSN Verification
W-4 Print – Self Service
Extract termination data, update and create reports
Extract Termination Data FRAUpdate Termination Data FRA
Termination Report FRA
Create tax cards, statements and reports Germany
Create New Tax Card DEUTax Registration Report DEU
Tax Auditor Access DEU Tax Statement Report DEU
KVDR Change Process Trade Tax Report DEU
Create employee state insurance remittance statements
ESI Remittance Statement INDType of
Reports?
Create the report for GRFC
GRFC Report BRA
Create year end tax reports GBR
P14 / P60 GBRP35 GBR
P46(Car) GBREnd of Year Return GBR
Uplift Tax Codes GBR EOYR Pre Validation GBR Extract P11D Data GBR
Define reporting form attributes and create reports
Define Form 3A Data INDDefine Form 5 Data INDDefine Form 6 Data IND
Define Form 12BA Data INDDefine Form 24 and 16 Data IND
Create Year End Reports INDDefine Form 24Q Data IND
Print Form 24Q INDPrint ESI Form 7 IND
Print LWF Report
Type of Reports?
Tax reports MexicoANN - Tax Adj Report MEX
ANN - Subsidy Factor Calc MEXANN - Subsidy Factor Rpt MEX
Type of Reports?
Create pension DEUBVV Transfer Disk DEU
Print SOSCO forms MYSPrint SOCSO Form 2 MYS Print SOCSO Form 3 MYS
Print SOCSO Form 8A MYS Print SOCSO Form 8B MYS Print SOCSO Summary MYS
Set up year end adjustment YEA Self Service Setup JPN
Create social insurance reports JPN
SI Bonus Payment Report JPN SI Create Bonus Rpt File JPN SI Create Other Rpt File JPN
SI Create Remun Rpt File JPN SI Mthly Rev Remun Rpt JPN SI Premium Inquiry Rpt JPN
SI Premium Summary Rpt JPN PI 70 Years Old EE Rpt JPN
Review and update information used for tax reporting
Year End Adjustment Info JPNDependent Tax - JPN Employee Tax - JPN
House deduction - JPN Spouse Deduction - JPN Nonlife Insurance - JPN
Life Insurance - JPN
Review and approve YEA Self Service data enter by the employees
Load YEA Self Service data JPNRvw/Appr Self Service Data JPN
Payee Birthdate JPNPayee Address JPNPayee Phones JPN
Payee Tax JPNPayee Dep Tax JPNPayee Life Ins JPN
Payee NonLife Ins JPNPayee Spouse Info JPNPayee House Info JPN
Measure Deployment
Effectiveness
Create remuneration and pension reports, obtain approvals and update
Load SI Monthly Remun JPNReview SI Mthly Remun JPNSI Mthly Rev Remun Rpt JPN
ANN-SI Mthly Reg Remun Rpt JPNANN-SI Mthly Sum Remun Rpt JPNANN - Basic EI Premium Rpt JPN
ANN - EI Exempt Report JPNUpdate SI Monthly Remun JPN
Type of Reports?
Create withholding tax reports JPNLoad YEA Report Data JPN
Rvw/Update YEA Report Data JPNWithholding Tax Report JPN
Process terminations JPNCreate Ret Allow WT RPT JPN Load Unemployment Cert JPN
Load YEA Report Data JPN Print Unemployment Cert JPN
Update Unemployment Cert JPN
Create tax reports and maintain IH tax data JPN
Pre-Load Inhabitant Tax JPNLoad Inhabitant Tax JPN
Inc Tax Withhold Reg Rpt JPNMthly Inhabitant Tax Rpt JPN
Municipality Audit Rpt JPNTax Difference Carry Over JPN
Create year end tax and withholding reports JPN
Maintain Year-End Adj Data JPNEI Newly Enroll Empl Rpt JPN
Rvw/Update YEA Report Data JPNWithholding Tax Report JPN
Wage Payment Rpt JPNWage Payment Summary Rpt JPNLegal Payment Summary Rpt JPNReport YEA Dependent Ded JPNReport YEA Ins and Spous JPN
Create files and review tax dataIRPF Tax Data Review ESP IRNR Tax Data Review ESP
Create 111/110 Model File ESP Create 216 Model File ESP
Create assignments and perform PIS
processingPIS Assignment BRA PIS Processing BRA
Maintain wage certificatesLoad Wage Cert at 60 JPN
Update Wage Cert at 60 JPN Print Wage Certificate JPN
Perform year-end processing
DIRF Report BRA RAIS Report BRA
Identify tax info and create tax reports USA
Tax Form Definition USADefine Preprinted Forms USA
Tax Form Print Parameters USAYear End Pre-Load Report USA
Year End Data Load USA Year End Post-Load Report USA Wage and Tax Statement USA
Year End Data Audit Report USAYear End State Totals USA
Year End Print USA Transmittal Totals USA
Prepare W-2c Data USA Prepare W-2cPR Data USA
Update DADS Fees FRAUpdate DADS Establishments FRA
Create DADS File FRAUpdate TRC Data FRAOutput DADS Data FRA
Validate DADS Data FRAList DADS Errors FRA
Identify tax info and create tax reports USA
Audit Correction Data USA Year End Correction Forms USA
MMREF Parameters USA Create Federal MMREF 1 USA Audit Federal MMREF 1 USA Create State MMREF 1 USA Audit State MMREF1 USA
Create Federal MMREF 2 USA Audit Federal MMREF 2 USA
Arizona Withholding Update USA
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 95
PeopleSoft Enterprise Measure Deployment Effectiveness
Enterprise Help Desk Agent
Travel and Expense Manager
Human Resource Analyst
Data Administrator
Payroll Administrator
Time and Labor Administrator
Human Resource Specialist
Maintain Employee Data
Manage Absences
Manage Health and Safety
Track Global Assignments
Provide Help Desk Support
Manage Expenses
Manage Time and Labor
ManagePayroll
Plan Deployment
Determine the Analytics
Required to Support
Processes
Understand the Business Process
Analyze Deployment Performance
Map Data Elements
Required to Create Analytics
Perform Activity-Based Analytics
Post Information to Performance
LedgerBuild Business
Intelligence Repositories
Create KPIs and Measure
Performance
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 96
PeopleSoft Enterprise Build Business Intelligence Repositories
Human Resource Analyst
Data Administrator
Application Administrator
Perform Activity-Based Analysis
Setup a profitability data martTime Dimension
Account TreeAccount Nodes
Setup a supply chain data mart
Time Dimension
Post Information to Performance
Ledger
Create KPIs and Measure
Performance
Build the data martsActivate Build Components
Build Data Mart
Setup a workforce data martData Mart Variables
Workforce GroupWorkforce Group Set
Time Dimension
Type of data mart?
Load operational data store using ETL maps and
Informatica PowerMart ETL
tool
Setup shared dataDataMart Definition
DimensionElement
FactHierarchy
Metric PermissionsMetric MetadataReport MetadataReview Data MartReview ElementsReview Hierarchy
Setup a financial data martTime DimensionFact Variables
Setup a customer relations (CRM) datamart
Map Campaign MetricsTime Dimension
CRM Fact SourceValue Ranges
Territory Tree Data
Analyze Development Performance
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 97
PeopleSoft Enterprise Create KPIs and Measure Performance
Application Administrator
Data Administrator
Employee
Yes
No
Review personal KPI information
My KPIsMy Manual KPIs
Manual KPI Search
KPI Query
View assessment results, and a bar chart
of KPI performanceKPI List Chart
Identify strategic initiativesDetermine Strategic
InitiativesInitiative Definition View
Build Business Intelligence Repositories
Create KPI reportsKPI by Strategic InitiativeKPI and Calc by Model
KPI, Target Rules by ModelKPI by Perspective
KPI DetailKPI Target Rule Values
KPI Data Element Values
Calculate and assess KPIsCalculate and Assess KPIs
Review Error MessagesKPI Operands Datamap
KPI Expressions
Create scorecard reportsScorecards by Strategy Tree
Scorecards by KPIScorecards by Assessment Group
Strat Trees w/ Non-Term KPIScorecard Assessment
Strat Component by Strat InitStrat Component by Perspective
Strat Component by KPIStrategy Tree w/ Dup KPI
Create portfolios to compare scorecards to others, if needed
Setup Portfolios
EIP (KP_KPI_ASMT_FACTS):
Publish KPI information
Identify basis for Key Performance
Indicators (KPIs)Data Elements
CalculationsActionsActivity
Assessment
Review and finalize scorecard
Set TargetsKPI Compare
Assign Calendar to Scenario
Assess scorecards and create notifications
Run JobstreamRun Multiple Jobstreams
Assess ScorecardsApply Manual Assessments
Send NotificationsReview Error Messages
Special projectsor actions?
View performance results by category
Perspective Assessment
Create scorecardDefine Scorecard Details
Identify Assessment GroupsAssociate Related KPIs
Set TargetsAssign Calendar to Scenario
Identify strategy componentsCreate Strategy Components
Identify KPI ComponentsDefine Cause and Effect
Map Data Elements Required to Create
Analytics
Create KPIsCreate KPI Definition
Cause and EffectCalculation Rules
ObjectsTarget Rule
OptionsWeight Scale
ColorsKPI Definition View
View information about scorecard components
and KPIs My Favorites
Review resultsMy Profile
Scorecard at a GlanceSwitch Scorecards
KPIs by PerspectiveStrategyKPI List
KPI ExceptionsSearch Portfolio
Search Detail by STSearch Summary by ST
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 98
PeopleSoft Enterprise Map Data Elements Required to Create Analytics
Data Administrator
Fact Data
CriticalData
Dimension Data
SCM CommonReason CodeRegion Code
Business Unit TypeSupport Team Member
Sales PersonSales Order
SCM APInvoiceVendor
Vendor Govt CertTransaction PartyMatching RulesMatch Exception
VoucherAP Disbursements
SCM CostCost Element
Cost Overhead Rate CodeCost Version
SCM InventoryItems
Item TypeItem Category CodesItem Master Header
FamilyGroup
Stock TypePackage Code
Warehouse
SCM ProductionEngineering Change OrderEngineering Change Order
ApprvProduction Operation Times
Production AreasWork CenterSCM Purchasing
RequisitionBuyer
Purchasing Item AttributesPurch Item Business Unit
Item Vendor LocationPurchase Order
Origin Purchase OrderReturn Materials
AuthorizationVendor Return
SCM Shipping & Receiving
ShipShipping Location
CarrierDistribution Network Code
Distribution Network Header
Receiver Header
Select Dimensions for Supply Chain (SCM) Warehouse
HRMS CommonUnit Code
Industry CodeSetup Geography ID MapGeography ID Map Report
Financial CodeAccount Codes
Budget Period Bus UnitAction Type
Establishment CodesAction Reason Map
Standard Letter CodeDuration Group Definition
Termination Reason Map Report
HRMS ApplicantsApplicant Information
Applicant AccomplishmentApplicant Competencies
Applicant DisabilityApplicants Email
HRMS BenefitsCoverage CodeDependent Data
Leave Benefit EnrollmentsStock Plan
Benefits Valuation MapBenefits Valuation Map
Report
HRMS CompensationCompensation Code
Compensation Deduction MapCompensation Earnings MapCompensation GP Pin Map
Deduction FrequencyDepartment Budget Ded DistDepartment Budget Earn Dist
Employee Variable CompRate Code Group Code
Variable Comp Plan
HRMS Employee & JobPersonal Data
Personal NamesNational ID Type
Personal Data National IDPrior Work Experience
EmploymentPosition
Job CodeJob Code Set
Job TasksJob Code Task Definition
Job Code Comp RateJob Earnings Distribution
DisabilityHealth and Safety Data
Works Council
HRMS SalaryReview FactorReview ScaleReview Rating
Rate CodeGrade
Matrix PercentIncrease Matrix
HRMS TrainingCourses
Course Goal-CompetencyCourse Instructors
Course SessionCourse Session Cost
EmployeesGeneral Demand
General Demand by Department
Training HistoryTraining Program Job
CodesTraining SessionVendor Address
Vendor Policy Detail
HRMS CompetenciesCompetencies
AccomplishmentsCompetency TypesCompetency Cluster
RoleRole Competency
Role AccomplishmentCompetency of Competency
TypesCompetency of Comptncy
ClusterCluster Compnt AccomplishmentCompetency Rating DescriptionPerson Competency Evaluation
SchoolSchool Education
School Type
Select Dimensions for Human Capital (HCM) Warehouse
HRMS Absence/VacationAbsence ClassAbsence CodeAbsence Type
Employee Time ProfileVacation Bonus Entitlement
Vacation PlanVacation Request
Vacation Service Rate Values
Load data into the Enterprise Warehouse
Run Data LoaderReview Error
Summary
Define data loaderSet Defaults
Define Data LoaderDefine Group
Load Data into the Enterprise Warehouse
Move corrected data from the error tables t o
the target tablesRun Data Loader
Review Error Summary
Review and correct Financial fact data
Expense Accounting LineAccounting Line APAccounting Line AR
Ledger Data Ledger Table
Budget Ledgr Data Project Based Ledger
Customer History Position Impacts
Treasury Deal Det
Review and correct common dimension dataBudget Period
Channel CompanyCustomer
Customer Address Department Geography
Operating UnitProduct
Product CategoryProduct Component
Product GroupProduct PriceGL Account
Import external survey data with the setup ETL batch
Load ETL Session or BatchReview Job History
Review Job SummaryReview Error Summary
Review ETL Descriptions
CommonInventory COGS
Ledger ADBLedger
PF LedgerRevenue
Time LaborBuild Incremental Cube
Retrieve Workforce Survey Data from Third Party Providers
CRM Support/ServiceCall Center Case
Call Center Case DetailCase Association
Case AuditResolution
Agreement LineScheduled TasksTime Log Lines
HRMS CommonBudget Period Bus Unit Establishment Codes
Account Codes
HRMS ApplicantApplicantApplicant
AccomplishmentApplicant Competencies
Applicant DisabilityApplicants Email
HRMS Employee & JobPersonal Data
Personal Data DetailsPersonal Names
National ID TypesPersonal National IDs
Prior Work ExperiencesEmployment
PositionsJob CodesJob Tasks
Job Code Task DefinitionJob Code Comp Rate
Job Earnings DistributionDisability
Injury IllnessWorks Council
Entitlements Definition
HRMS CompetenciesCompetencies
Competency TypesCompetency Hierarchies
Competency Cluster TablesCompetency of Comp
ClustersAccomplishments
Accomplishment ClustersRole Competencies
Role AccomplishmentsCompetency of RolesCompetency Rating
DescriptionsPerson Comp Evaluations
Course Goal-CompetenciesSchool TypesSchool Codes
School Educations
HRMS BenefitsDependent Data
Leave Benefit Enrollments Stock Plans
HRMS SalaryReview Factors
Salary Step Salary Grades
Salary Rate CodeSalary Plan
Salary Matrix PercentSalary Increase Matrix
HRMS CompensationDeduction FrequencyDept Budget Ded DistDept Budget Earn Dist
Employee Variable Comp Detail
Rate Code Group CodeVariable Comp Plan
HRMS Absence/VacationAbsence CodeAbsence Type
Employee Time ProfileVacation Bonus
Entitlement Vacation Plan
Vacation RequestVacation Service Rt
Values HRMS Training
CoursesCourse ExpensesCourse InstructorsCourse Sessions
HistoryTraining Session
General Demand by DeptTraining Program Job
CodesVendor Address
Vendor Policy Detail
HRMS Workforce Analysis
Absence ClassEmployees
General DemandRole
Role AccomplishmentsRole Competencies
Role TasksRole Task Definition
Role Task-Accomplishments
Role Task-Competencies
Review and correct HCM dimension data
Add or update info about the engineMetaData Engine
Decide if need to update
engine info Create engine instance, identify jobstream
processes, and run sequence
Job Meta DataProcesses in Jobstream
Run JobstreamRun Multiple Jobstream
No
Yes
Identify temporary table instances
and build a project (Application Designer)
PeopleTools Options
Create record suites
Record Suite
Identify records suites for a jobstream
Jobstream Record SuiteYes
No
Decideif record suites
exist
Track progress, if needed
Record SuitesRecords in Jobstream
Temporary Table
Review cumulative processing, if neededRecord Suite History
Jobstream HistoryTemporary Table History
Create Jobstream Information
Summarize error statisticsSummarize Error Statistics
Define framework?
Type of dimension data
Load the Operational Data Store
Load operational data store using ETL maps and
Informatica PowerMart ETL tool
Load ETL Session or BatchReview Job History
Review Job SummaryReview Error Summary
Review ETL Descriptions
Define and create ETL mappings
Setup Code ValueSetup Load Date/Time
Setup Job OptionsSetup ETL Defaults
Create ETL Load Mappings
Select other dimensions
Review and correct Financial Services fact data
BalancesInstr. Calc StatDemographic
Instrument Event Instrument Balance
Index Rate Income
Instrument Volume
Instrument. LedgerInstrument Option Instrument Other
Participant Interest Rate
Instrument Status Instrument Swap Payment HistoryTreasury Position
Create KPIs and Measure
Performance
Retrieve workforce analytic data?
Budget PeriodChannel
CompanyCustomer
Customer AddressCustomer Group
Customer SegmentsDepartment
Department Node
Select Dimensions Common to all Warehouses
GeographyLocation
Operating UnitProduct
Product CategoryProduct Component
Product GroupProduct NodeProduct Price
Review and correct critical errors
TableSet IDRecord Group
TableSet Control(PTools)
Performance MeasurementGeneral Ledger
PF Unit Scenario DefinitionGL Unit Ledger DefinitionLedger Mapping Defaults
Source Unit Mapper
Create currency conversion rules
Identify RulesCreate Set of Rules
Associate Rules to JobReview Conversion Messages
Review and correct CRM fact data
Review and correct?
HRMS CompetenciesAccomplishment
WA AccomplishmentsCompetency
Competency Facts Competency History
Reviewer Competency
HRMS RecruitmentJob Req Codes
Applicant-Pos ApplStaffing
Recruitment ExpenseRecruitment Offer
HRMS OtherAbsence History Benefit History
Employee Job History Employee Review
JobMajor Fact
Stock GrantVacation Accrual
Earnings Balance Earnings Balance CAN
Review and correct HCM data
Create rule tables or other mappingRule Metadata
Table MapData Map
Create or Update
Metadata
Decide which action is
needed
Search for existing metadata
Metadata Search
Delete existing metadataImpact AnalysisDelete Metadata
Add NewObject
Search for Existing Object
Delete Metadata
Assess Impact of changes
Impact Analysis
Validate and compile other metadata changes, if
neededMass Validate
Compile Metadata ChangesProcessing Messages
Add new metadata objectRecord MetadataRecord Summary
Tree MetadataSetup Tree Compare
Process Tree CompareReview Tree Compare
Review Super TreeUpdate Super TreeReport MetadataUser FunctionsValue objects
Metric MetadataJob Total Metadata
Balance Rules Metadata
Define how to use the data, such as, restrict info, scale
info, or mathematical calculations for virtual
columnsFilter
ConstraintDataSet
Expression
Perform Activity-Based Analysis
Define BAM templates
Define Template
Create/Update Models
Define BAM models
Define Models
Review information about models that
have been checked out
Checkout Information
Update user information and
recalculate modelsUtilities
Decide if need to...
DefineModels andTemplates
ReviewChecked
Out Models
Create/UpdateModel
Integrate with Business Analytic Modeler (BAM)
Complete Workforce Survey data mapping definitions
Industry Code MapJob Code Map
Workforce TreesSurvey Compensation Code
Survey Financial CodeSurvey Geography IDSurvey Industry Code
Survey Unit Code
CRM MarketingSFA Leads Lead Tasks
Lead Products Opportunity Products
Forecast DetailCampaign Metrics
Create Workforce Survey setup reports
Compensation Survey DataBenchmark Survey Data
Unit Code MapCompensation Code Map
Geography ID MapIndustry Code Map
Job Code MapFinancial Code Map
Employee Survey DataOperator Defaults
Type of warehouse?
CRM CommonChannel Partners
IndustryTerritory
CRM MarketingLeads
Marketing ListMarketing CampaignMarketing Campaign
WaveChannel Activity
Channel InstanceChannel Medium
Offer Discount
CRM Service/SupportCall Center CaseCase Lead Error
Case TypeCase SourceCase Status
Installed ProductProduct Category ErrorEntitlements Definition
Entitlement Plan HeaderGroup Member Cost Error
CRM SalesSales User QuotaMetrics Records
Opportunity ContactsSales ModelSales Team
Sales Model StageOpportunity Header
Sales ForecastCompetition Information
CRM Service/SupportProvider Group Cost
Categories Provider GroupService Level
Solution Product ErrorSolution/Product Link
Timeframe PeriodAgreement Header
Agreement LineAgreement Line Entitlement
Review and correct CRM dimension data
CRM Sales Opportunity HeaderOpportunity Close
Opportunity Sales RepOpportunity Quote
Determine Analytics Required
to Support Processes
Identify organization specific dimensions,
sources, rules, and job associations
Create Fixed Basis Dimensions
SourcesRules
Rule SetJob Association
Define Allocations
Define multi-dimensional processing
Create Assignment RulesDefine Rule Set
Rename Data RulesAssociate Ruleset to Job
Decide typeof allocation
Data
Financial
Create business frameworkSetup Account Types
Define AccountsAccount Nodes
Define ScenariosDefine Models
Technical ScenariosSetup Ledger Event Codes
Retrieve Workforce Data from Internal Sources
Create Workforce Analytics tree structures
Account TreeCompensation Tree Competency
TreeFinancials Related Department Tree
FINCODE TreeOrganization TreeGeography Tree
Industry TreeJob Code TreePosition Tree
Unit Code Tree
Map personnel actions for setting up the tableAction Type
Action Reason MapTermination Reason Map Report
Map locations to Geography ID codes
Geography ID MapGeography ID Map Report
Map compensation codes and plan values
Compensation Deduction MapCompensation Earnings MapCompensation GP PIN Map
Benefits Valuation MapBenefit Valuation Map (RPT)
Post Information to Performance
Ledger
Create aggregate information based on business unit tress or
scenario trees Business Unit
ScenarioCreate aggregated
Performance Ledger information based on
calendars Calendar
Create aggregated General Ledger information based
on calendars General Ledger
Decide type of information
Business Units/
Scenarios
Performance Ledger
General Ledger
Create Rollup
Accounting Information
SCM CommonReason CodeRegion Code
Business Unit TypeSupport Team Member
Sales Person Order Project
SCM APInvoice Vendor
Vendor Govt CertMatching RulesMatch Exception
Voucher AP Disbursements
SCM CostCost Element
Cost Overhead Rate Code Cost Version
SCM InventoryInventory Items
Inventory Item Type Inventory Item Category Code
Item Master HeaderInventory Family Inventory Group Inventory Stock
Inventory Package
SCM ProductionEngineering Change Order
Eng Change Order ApprovalProduction Operation Times
Production AreaWork Center
SCM PurchasingRequisition
BuyerPurchasing Item Attributes
Purchasing Item Business UnitItem Vendor Location
Purchase Order Origin Purchase Order
Return Materials AuthorizationVendor Return
SCM Shipping/ReceivingShip
Shipping LocationCarrier
Distribution Network Code Distribution Network Header
Receiver Header
Review and correct SCM dimension data
Review and edit warehouse data mapping
definitionsSurvey Author
Compensation Code MapFinancial Code MapGeography ID MapSurvey Job CodeSurvey InstanceUnit Code Map
SCM BillingBilling
SCM APAP Accounting Entry
Voucher LineVoucher Schedule
Payment
SCM CostProd Cost by ItemCM Product Cost
Assembly Scrap Costs
SCM InventoryInventory Cycles
Inventory Lot Control Inventory Receiving
CostInventory Trans
Item VolumePhysical Inventory
SCM ProductionActual Prod Hrs
BOMItem SF
Order LineProd Oper List
Order SchedulePL/Prd Intgrt HeaderProduction Variances
SCM PurchasingRMA Receipt Line
PO DistributionPO LinePO Ship
Requisition DistributionRequisition Line
RMA LineRequisition Ln Delivery Schd
RTV DistributionRTV Line
SCM Shipping & ReceivingItems Qty
Receiver DistributionReceiver LineRouting OpsReceive ShipShip Detail
Shipment Fact
Review and correct SCM fact data
CRM CommonTerritoryIndustry
Channel Partners
CRM MarketingLeads
Marketing ListMarketing CampaignMarketing
Campaign WaveChannel Activity
Channel InstanceChannel Medium
Offer Discount
CRM SalesSales User QuotaMetrics Records
Opportunity Contacts
Sales ModelSales TeamSales Model
StageOpportunity
HeaderSales Forecast
Competition Information
CRM Service/SupportCall Center Case
Case LeadCase Type
Case SourceCase Status
Installed ProductEntitlements Definition
Entitlement Plan HeaderGroup Member Cost
CategoriesProvider Group Cost
CategoriesProvider GroupService Level
SolutionSolution/Product Link
Timeframe PeriodAgreement Header
Agreement LineAgreement Line
Entitlements
Select Dimensions for Customer Relationship
(CRM) Warehouse
Select dimensions for E AS
warehouse
Review Workforce Survey setup
Job Code Set MapJob Code Map
Compensation Code MapGeography ID MapIndustry Code MapFinancial Code Map
Unit Code MapSurvey Providers
Setup shared processing?
Select dimensions for Financials warehouse
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 99
PeopleSoft Enterprise Perform Activity Based Analytics
Data Administrator
LedgerResource
EmployeeResource
Yes
Yes
No
Yes
No
No
Yes
Yes
NoNo
Objects
Drivers
Yes
No
No
YesMap ledger expense data to
resourcesCreate Ledger Mapping Rule
Map Ledger Expense to Resource
Create reports for cost objects, calculations, and/or
variancesObject Rate
Transaction CostCapacity Rate Variance
GL DrillbackObject AssignmentObject ContributionCost Object Listing
Object Cost
Review and/or adjust ledger resource information
Adjust Ledger Resource DataAdjust Ledger to Budget
Validate data integrity of the model
Validate Model Integrity
Create reports to audit setupDriver Characteristics
Driver PointerDriver Quantity
Driver RateDriver Rate Source
Inter Bus Unit AssignmentCreate Drillback Data
Define Drillback LevelsActivities by Department
Resource ListingActivities by EmployeeActivities by Workgroup
Activity ListingActivity Fragmentation
Employees by DepartmentEmployees by WorkgroupReview Employee Survey
Assign costs from activities to
cost objects?
Copy existing?
Take appropriate action
ABM Object Variance
Rates
Create or update cost objects
Define Cost ObjectsCost Object Volume
Request analysis of the activity-based modelCreate ABM Cube
Run Jobstream
EIP (FINANCIAL_ACTIVITY_SYNC): Send added or changed activity information to Time and Labor
Create ABM object table
Request ABM Processing
Review results of analysisObject NavigatorTrend Analysis
Variance AnalysisContribution Cost
Cube ResultsReview Driver Rates
Review Driver QuantitiesReview Transactions
Review Fragmentation Based on results of analysis, determine if wish to establish new
end-result targets
Review objectsAll ObjectsResources
Cost Object Target Drivers
ActivitiesCost ObjectsObject Details
Delete DriversDelete IBU
DriversDelete Drivers
Review model to balance?
Create or update activitiesDescribe Common Activities
Describe ABM ActivitiesCopy Common Activities
Activity Volume
Review existing model and
determine if able to use for current
analysisReview ABM Model
Create ABM object table
Request ABM Processing
Build Business Intelligence Repositories
Map Data Elements Required to Create
Analytics
Identify planning and simulation criteria
Define Budget ConstraintsIdentify Spending PatternsSetup Activities in Jobcode
Cost Object VolumeActivity Volume
Create or update?
Use consistent
values to assign costs?
EIP (BUS_UNIT_PF_FULLSYNC): Send full version business unit
information
Add pointers?
Review and/or adjust employee resource information
Update Employee DetailsAdjust Employee Resource Data
Adjust Jobcode to Hire Adjust Object Volume Data
Review objectsAll ObjectsResources
Cost Object Target DriversActivities
Cost ObjectsObject Details
EIP (BUS_UNIT_PF_SYNC): Send new or changed business unit
information
Create pointers to locate drivers
Review Pointer QuantitiesReview Transactions
Define Pointer Define Implicit Pointer
Define Transaction Pointer
Review and/or audit?
Delete drivers?
EIP (FINANCIAL_ACTIVITY_FULLSYNC):
Send activity definition to Time and Labor
Create ABM object table
Request ABM Processing
Create or update model
Define ModelIdentify Driver Qty
OptionsBill of ServicesBill of Services
ActivitiesDefine Model CreationCreate ABM ModelsCreate Ledger Maps
ABM Driver Rate
Variance
Copy an existing ABM model
Copy Existing Model
ABM Object Rates
Post Information to Performance
Ledger
Create drivers to assign dollar amounts from one
object to anotherDefine Driver Attributes
Define Driver Copy Drivers
Define Driver Quantities Define IBU Driver Charctrstcs
Copy IBU DriverCopy Drivers Model to Model
Assign costs from resources to
activities?
Create or update resourcesDefine Resources
Describe Work GroupCreate Work/Dept ProfileDefine Capital ChargesCreate Employee Profile
Create Employee Resources
Create the planning and simulation data
Run JobstreamUpdate existing or create new model?
Review driversDriver Listing
Resource Target DriversResource ListingActivity Listing
Activity Target DriversCost Object Listing
Cost Object Target Drivers
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 100
PeopleSoft Enterprise Post Information to the Performance Ledger
Data Administrator
Yes
AllOther
No
No
No
Yes
Yes No
Yes
Yes
No Yes
No Yes
No
LedgerMapper
No
Yes
Yes
Create or update metadata
Set tolerances?
Review assignment processing results Data Manger Rules
Reconcile balances over
time?
Update scenario for ledger mapped method?
Build Business
Intelligence Repositories
Assign rules, define basis and target of the
assignmentValue Objects
Review?
Reconcile balancesReconcile Balances
Createor update
jobstreams?
Move data into the performance journal table
Data ManagerProcessing Messages
Identify tolerances for editing
Job Total MetadataBalance Rules
Metadata
Posting Method?
Clean up journalsRequest Journal
Clean upRequest Journal Clean up (ADB)
Create aggregate info based on
business unit trees or scenario trees
Map Data Elements Required to Create
Analytics
Re-edit corrected
data ?
Perform Activity-Based Analysis
Unpost data to ledger
Unpost Ledger Unpost Ledger
(ADB)
Associate ruleset to a job
Data Manager Job Association
Identify tolerances for editing
Job Total MetadataBalance Rules
Metadata
Create AB AM object table
Review performance ledger
informationReview Ledger
Details
Re-edit journal entries
Re-Edit JournalsRe-Edit Journals
(ADB)
Set tolerances?
Create engine instance, identify job stream processes , and run sequence
Create or updatemetadata?
Review and /or correct errorsCorrect Errors
Correct Journal Errors (ADB)
Edit journal entriesEdit Journals
Edit Journals (ADB)
Post data to Performance Ledger
Post LedgerPost Ledger (ADB)
Create assignment rule
groupsData Manager
Rule Set
Create and/or update models
Posted inerror?
Map data received from the General Ledger
Map Ledger DataCreate Error Log Report
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 101
PeopleSoft Enterprise Development
Human Resource Manager
Human Resources VP
Learning Administrator
Line Manager
Instructor
Determine Individual
Development Goals
Manage Learning Programs
Deliver Learning
PlanOrganizational Development
Needs
Analyze Workforce Development
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 102
PeopleSoft Enterprise Plan Organizational Development Needs
Learning Administrator
Line Manager
Human Resource Specialist
Define Development
Goals and Measurements
Define Organization
Competencies and Accomplishments
Assess Workforce Competencies
Plan Successions
Plan Performance Documentation
Create Competency
Strategy
Determine Individual
Development Goals
Measure Development Effectiveness
Manage Learning Programs
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 103
PeopleSoft Enterprise Define Development Goals and Measurements
Human Resource Specialist
Line Manager
Employee
Technical Specialist
Human Resource Analyst
Human Resource Manager
Yes
No
Need to Create Goals
Need to Create Measurements
Conduct special projects?
Identify basis for Key Performance Indicators (KPIs)
Data ElementsCalculations
ActionsActivity
Assessment
Review and finalize employee scorecard
Set TargetsKPI Compare
Assign Calendar to Scenario
Identify strategy componentsCreate Strategy Components
Identify KPI ComponentsDefine Cause and Effect
Define strategic goals and
measurements
Create the scorecardDefine Scorecard Details
Identify Assessment GroupsAssociate Related KPIs
Set TargetsAssign Calendar to Scenario
Plan Performance Documentation
Review and finalize employee scorecard
Set TargetsKPI Compare
Assign Calendar to Scenario
EIP (KP_KPI_ASMT_FACTS):
Publish KPI information
Plan Successions
Define Organization
Competencies and Accomplishments
Create portfolios to compare scorecards
Setup Portfolios
Review and finalize scorecard
Set TargetsKPI Compare
Assign Calendar to Scenario
Create KPIsCreate KPI Definition
Cause and EffectCalculation Rules
ObjectsTarget Rule
OptionsWeight Scale
ColorsKPI Definition View
Measure Development Effectiveness
Calculate, assess and publish KPIs
Calculate and Assess KPIsReview Error MessagesKPI Operands Datamap
KPI Expressions
Identify strategic initiativesDetermine Strategic
InitiativesInitiative Definition View
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 104
PeopleSoft Enterprise Plan Performance Documentation
Human Resource Specialist
Line Manager
Yes
NoPlan RI
Observations
Create Development
Plans
Define Performance Evaluations
Define Professional Compliance
Requirements
Yes
No
LanguageChecking
DevelopmentContent
PerformanceDocuments
Japan
PerformanceDocuments
PerformanceContent
No
Yes
Clone Existing Profile
Create New Profile
Yes
Course for ProfessionalCompliance Defined
Setup desired rating distributions to be used for
reportingDesired Rating Distribution
Determine Individual
Development
Define checks types an RI
needs to passCheck Type
Describe compliance process
steps?
Create content for authoring performance plans to help an employee develop or
exploit current skill levels for a competency
Development Tips
Decide if need to?
Create predefined observation
modelsModels
Capture organization's
mission statementMission Statement
Select responsibilities, goals/objectives, and
competenciesTemplate Definition
Define section attributes
Section Definition
Define specific individual
responsibilities Responsibilities
Define rating models to be used as a rating scale for
competencies or other items that utilize ratings
Rating Model
Plan Training
Decide if need to create rating model
Define alternative wording to be used during review
compositionLanguage Checker
Suggestions
Link Development Tips to competencies and/or
sub-competenciesLink Development Tips
Capture organizational goals & objectives Goals/Objectives
Link individual criteria to enterprise goals,
initiatives and objectives
Template Definition
Define type of performance
documentDocument Types
Identify development plan
compliance activitiesActivity
Note: Rating model setup is required if using
competency evaluations
Decide if need to?
Specify compliance types and regulatory
authorities by company
Company Compliance
Capture organization's
initiativesInitiatives
Define the compliance types
required Compliance Type
Define workflow notifications using e-
mailCompliance Type
Identify what actions each participant role can perform on each section of the reviewTemplate Definition
Clone an existing template for a review
type or planClone Template
DefinitionClone Employee Review
Template
Define the individual activities
to observeElements
Define the products and product types
used for compliance monitoring
Product Type
Identify development plans courses
Training Course
Identify compliance managers and their direct RI reports
Assign Manager/Supervisor/RI
Identify inappropriate words/language for reviewsLanguage Checker Words
Define a job in terms of
competencies and/or responsibilities
Job Profile
Define customer complaints used
against a regulated individual
Complaint Type
Create or update one or more review templates
Template DefinitionDefine Empl Review
Template
Need to define?
Using competencies?
Define regulatory authority notifications
related to an RI add or change
Regulatory Authority
Assemble development plansDevelopment Plan
Need to clone existing
template?
Define Development
Goals and Measurements
Review or revise the text used to describe employee
performanceResults Writer
Decide if need to?
Set up a default compliance type for each regulated individual hired
Jobcode Compliance
Describe compliance plan business process stepsCompany Compliance
Company Compliance Plan (rpt)
Identify skills, abilities, knowledge
or behaviorsCompetencies
Define performance review type and period
Define Review JPN
Decide if need?
Define regulatory authorities and
classification level Regulatory Authority
Identify development plan competencies and accomplishments
CompetencyAccomplishment
Define Organization
Competencies and Accomplishments
Change compliance
security structureReassign RI
Define optional sub-competencies
Sub-Competencies
Clone an existing Job Profile
Clone Job Profile
No
Add employee and non-employee data to compliance
programEnroll Regulated Individual-RI
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 105
PeopleSoft Enterprise Define Organization Competencies and Accomplishments
Human Resource Specialist
Competency andQualification
Details
National Vocational Qualifications GBR
Define?
Review and modify the different competency categories or types
Competency Summary
Create rating scale modelsRating Model
Define Development
Goals and Measurements
NVQ ReportsNVQ ListingUnit Listing
Unit/Element
Define competency types
Competency Types
Define National Vocational
Qualifications (NVQ)sAward Body
NVQ Award Bodies
Define specific educational qualifications
SchoolsSchool Types
Degree Subject FPSMajors
Faculty Table JPN
Define profiles for jobs, positions, and
other business entities
Non-Person Profiles
Plan Performance Documentation
Assess Workforce Competencies
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 106
PeopleSoft Enterprise Assess Workforce Competencies
Human Resource Specialist
Person to Role
Role toPerson
Teamto Job
Yes
No
Review summary of professional training
coursesTraining Summary
Compare roles to individuals and identify gaps
Role to Person
Createemployee teams?
Review and approve profilesApprove Profiles
Analyze results of gap and
match analysis
Need proficiency analysis?
Search for profiles that meet criteria
Search and Compare ProfilesCompare Profiles
Define Development
Goals and Measurements
Create employee teams
Create Teams
Review competency and NVQ summaries
Competency InventoryLicense/Certificate Renewal
Person Profile ReportNVQs by Employee
NVQs by QualificationEmployee StatusEmployee Plan
Create Competency
Strategy
Compare team members to job tasks
Compare Team to Job Task
Identify individual's scheduled training
Training
Create profiles for employees, contingent
workers, and persons of interest
Person Profiles
Compare an individuals to roles and identify gapsPerson to Role
Plan Successions
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 107
Shortage in CurrentCompetency
Requirements
PeopleSoft Enterprise Create Competency Strategy
Learning Administrator
Human Resource Specialist
No
Yes
Review workforce competency and accomplishment inventoryReview Competency Inventory
Search CompetencySearch AccomplishmentReview AccomplishmentWorker Competencies
Worker Accomplishments
Assess Workforce Competencies
Manage Learning Programs
Review workforce groupsReview Workforce Group
Review match results and assess current workforce
competenciesReview Match Results
Compare current competency inventory
to strategyRun Competency
Strategy
Define competency model
Setup Competency Model
Create competency strategy
Run Competency Strategy
Review workforce groups?
Define competency match criteria
Setup Competency ModelRun Competency Strategy
Define competency strategy
Setup Competency Strategy
Allocate monetary value to roles and competenciesReview Value Allocation
Create Compensatio
n Plans
Create Compensation
Strategy
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 108
PeopleSoft Enterprise Plan Successions
Human Resource Specialist
Line Manager
Identify Incumbents
Create/Update Career Paths
Profile Information
NVQs - GBR
CareerAssignment
Summary
Training
Compensation
Career Summaries
Career Plan
CompetencyAnalysisYes
No
Identify Key Positions and Incumbents
Identify Individual to Fill Vacant Key Position
Identify incumbent information
Key PositionsIdentify Key Positions
Need to review?
Specify position prerequisites for
career progressionCareer Path Table
Identify and capture information about key
positionsKey Positions
Identify Key Positions
Decide if need to?
Review NVQs - GBRNVQs by Employee
NVQs by Qualification
Search for employees, candidates, applicants or
contractors eligible to fill key position
Search and Compare ProfilesSearch and Compare Profiles
NVQ Reports - GBREmployee Status
Decide if need to
review
Review career path information and indicate
candidate readinessCreate Succession PlanCreate Succession Plan
View candidates slated to replace successors and identify obstacles
Create Succession PlanCreate Succession Plan
Review/update?
Need further review?
Build an organizational chart
containing a succession treeTree Manager
Determine Individual Development Goals
Identify plan dates and select succession
candidatesCreate Succession PlanCreate Succession Plan
Identify employee's previous employers and job titles Prior Work ExperiencePrior Work Experience
Decide if need to?
Assess Workforce Competencies
Define Development
Goals and Measurements
Maintain position profilesPosition Profile
Create Succession Reports
Internal ResumePerson Profile Report
Decide ifready to finalize
plan
Review employee's training history
Training Training
Review employee's compensation history
Compensation Compensation
Review current job status and job historyCareer AssignmentsCareer AssignmentsDevelopment
Need to Update Career Plansand Development Goals
or High Potential Employees
Plan Development and Update Career Plan
Plan Development and Update Career Plan
Identify competencies, education, honors and awards, licenses/certifications, memberships, languages, and test results
Person ProfilesPerson Profiles
Prior Experience
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 109
PeopleSoft Enterprise Determine Individual Development Goals
Human Resources VP
Instructor
Line Manager
Human Resource Specialist
PlanOrganizational Development
Needs
MeasureDevelopmentEffectiveness
Deliver Learning
Monitor Employee Scorecards and
KPIs
Track Skills, Competencies and Accomplishments
Evaluate Performance
Plan Development and Update
Career Plans
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 110
PeopleSoft Enterprise Monitor Employee Scorecards and KPIs
Line Manager
Human Resource Manager
Data Administrator
Employee
Review personal KPI informationMy KPIs
My Manual KPIsManual KPI Search
KPI Query
Plan Organizational Development
Needs
Review?
Review scorecard results
Search PortfolioScorecard at a Glance
Switch Scorecards
View assessment results, and a bar chart
of KPI performanceKPI List Chart
Create scorecard reportsScorecards by Strategy Tree
Scorecards by KPIScorecards by Assessment Group
Strat Trees w/ Non-Term KPIScorecard Assessment
Strat Component by Strat InitStrat Component by Perspective
Strat Component by KPIStrategy Tree w/ Dup KPI
Create KPI reportsKPI by Strategic InitiativeKPI and Calc by Model
KPI, Target Rules by ModelKPI by Perspective
KPI DetailKPI Target Rule Values
KPI Data Element Values
Review strategy resultsStrategy
Search Detail by STSearch Summary by ST
Review KPI resultsKPIs by Perspective
KPI ListKPI Exceptions
Evaluate Performance
Assess scorecards and create notifications
Run JobstreamRun Multiple Jobstreams
Assess ScorecardsApply Manual Assessments
Send NotificationsReview Error Messages
Review?
Identify the scorecard to view when accessing
"View Scorecard"My Profile
View performance results by category
Perspective Assessment
View information about scorecard components
and KPIs My Favorites
Perform Job
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 111
PeopleSoft Enterprise Track Skills, Competencies and Accomplishments
Line Manager
Employee
Human Resource Manager
Instructor
Competency Information
Career Information
Review RI Development Summaries
Review NVQsGBR
Evaluate Performance
Approve employee competency and profile
updatesApprove Profiles
Review employee progress through NVQs
Person ProfileEmployee Status
Review employee career summaries
Career AssignmentsEmployment
CompensationTraining
Immediate Family
Review evaluation and development summaries for a regulated individual
View RI Development RecordView RI Development Review
View RI ObservationView RI KPI Review
Provide input on current skills, competencies, and accomplishments
My ProfileProfessional Training
Plan OrganizationalDevelopment
Needs
Review NVQ sNVQs by Employee
NVQs by Qualification
Review or update employee competencies and accomplishments
and profile detailsPerson Profile
Prior Work Experience
Review?
Provide input on personal and professional
goals
Perform job
Discuss goals and objectives with employee
Deliver Learning
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 112
PeopleSoft Enterprise Evaluate Performance
Employee
Human Resource
Administrator
Line Manager
Manage development documents
Transfer DocumentReset Document Status
Cancel DocumentDelete Document
Manage performance documents
Transfer DocumentReset Document Status
Cancel DocumentDelete Document
Review performance documents
View Documents
Review results of the create documents process
View Document Creation Results
Create development
documents for groups of
employeesCreate Documents
Create performance
documents for groups of
employeesCreate Documents
Review development documents
View Documents
Monitor Employee Scorecards and
KPIs
Track Skills, Competencies and Accomplishments
Performance or development
documents?
Request additional input on performance
evaluations
Request additional input on development
evaluations
Review results of the create documents process
View Document Creation Results
Performance
Development
Performance No
Yes
No
Yes
Development Review completed development documents
Historical Documents
Review completed performance documents
Historical Documents
Administer development documents
Transfer DocumentReset Document Status
Cancel DocumentDelete Document
Review or update employee
performance documents for current period
Current Documents
Create for group of
employees?
Create performance
documents for direct reports
Create Documents
Create for group of
employees?
Administer performance documents
Transfer DocumentReset Document Status
Cancel DocumentDelete Document
Review or update employee
development documents for current period
Current Documents
Review development documents for direct and indirect reports
View-Only Documents
Provide preliminary performance ratings for performance documentsEnter Preliminary Ratings
Create performance documents for a group of
employeesCreate Documents by Group
Identify notes about an employee’s performance
Maintain Performance Notes
Create development
documents for direct reports
Create Documents
Review performance documents for direct and indirect reports
View-Only Documents
Create development documents for a group of
employeesCreate Documents by Group
Performance or Development
Documents?
Update and review performance
documents for the current period
Current Documents
Maintain personal notes about your
performancePerformance Notes
Create performance
document for selfCreate Documents
Accept or Decline?
Review completed development documents
Historical Documents
Review completed performance documents
Historical Documents
Update and review development
documents for the current period
Current Documents
Accept or decline requests to provide performance or
development evaluation for others
Pending Evaluation RequestsPending Evaluation Requests
Create development
document for selfCreate Documents
Receive request to provide
evaluation for others
Performance or Development
Documents?Performance
Development
Accept
Decline Performance
Update or review development
evaluations for othersCurrent Evaluations
Review evaluation dataCreate Summary DataView Rating SummaryView Status Summary
Missing Documents ReportLate Documents Report
Receive feedback from other sources
Review the approval status of performance
documentsView Approval Status
Update and review performance
evaluations for othersCurrent Evaluations
Approve or deny documents submitted Approve Documents
Review completed performance
evaluations for othersHistorical Evaluations
Approve or deny performance documents
Approve Documents
Update documents with comments from other reviewers
Maintain Reviewer Comments USF
Review completed development
evaluations for othersHistorical Evaluations
Receive performance or developmental
documents
Evaluation Not Provided
Plan Development and Update
Career Plans
Provide documents to
manager
Provide evaluations
Receive request for input on
performance evaluation
Performance or Development
Evaluations?Development
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 113
PeopleSoft Enterprise Plan Development and Update Career Plans
Human Resources VP
Human Resource Specialist
Instructor
Line Manager
Need to Update Learning Plan
DevelopmentThrough New Duties/
Assignment
Other
No
Need to Update Learning Plan
Define employee career path
Create Career Plan
Create or update training plan based on
the default training plan for the employee's job
code and make adjustments as needed
Create Career Plan
Perform additional competency
analysis?
Evaluate Performance
Identify short- and long-term goals for
employeeCreate Career Plan
Print training and development reports
Career TrainingCareer Plan
Individual Development Plan
Identify employee's rank and potential
and assign employee to a mentor if neededCreate Career Plan
Identify employee's strengths and
developmental areas and create/update development plan
Create Career Plan
Additionalactions
required?
Identify employees' preferences for jobs, geographic locations,
and availability to move into new
positionsCreate Career Plan
Maintain Employee Data
Plan Organizational Development
Needs
Measure Development Effectiveness
DevelopmentThrough Learning
Schedule testing, licensing, and
other activities to achieve
career goals
Deliver Learning
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 114
PeopleSoft Enterprise Manage Learning Programs
Instructor
Learning Administrator
Human Resource Specialist
Plan Organizational Development
Needs
Deliver Learning
Define Learning Objectives
Determine Learning Demand
Establish Learning Budgets
Define Learning Programs
Source Learning Content
Schedule and Manage Learning
Resources
Manage Learning Content
Manage Learning Catalog
Schedule and Manage Learning
Events
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 115
PeopleSoft Enterprise Define Learning Objectives
Instructor
Learning Administrator
Human Resource Manager
Compare learner’s competencies to job competency
requirements
Plan Organizational Development
Needs
Manually define learning objectives
Define Learning Objectives
Review employee competency gaps
and learning objectives
Deliver Learning
Define Learning Programs
Manually create
objectives?Yes
No
Import objectives from external
tables
Map competencies in HR system to
objectives
Receive competency information and proficiency levels
COMPETENCY_SYNC1 COMPETENCY_FULLSYNC1
RATING_MODEL_SYNCRATING_MODEL_FULLSYNC
ROLE_COMP_SYNCROLE_COMP_FULLSYNC
PERSON_COMPETENCY_SYNCPERSON_COMPETENCY_FULLSYNC
Publish learning objectives for the learner population
LRNR_OBJV_SYNCLRNR_OBJ_FULLSYNC
Specify the learning groups that require the
objectives
Identify employees that have not satisfied the
learning required objectives
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 116
PeopleSoft Enterprise Determine Learning Demand
Learning Administrator
Learning Manager
Human Resource Manager
GeneralProfile
Profile using Specific
CriteriaEmployee
Department
CourseYes
No
TrainingAdmin
Identify course and demand details including priority and originator of
the demandGeneral Demand
Establish Learning Budgets
Plan Organizational Development
Needs
Define the number of employees selected by
department, job code and competencies
By Criteria
Identify courses required by employee by budget period
Employee Demand
Create training demand profile based on job
codes and departments Directly
Identify employee training required by course by
budget periodEmployee Demand by
Course
Demand by?
Create?
Create deployed profile?
Define the number of employees to be trained by course(s) by department, by
budget periodDepartment Demand
Define the target audience by course and calculate average
employee training costGeneral Demand
Create demand profile based on selection
criteria Create Delayed Profile
Review global objectivesTraining Plan
Review current requests for learning
activitiesMaintain Learning
Requests
Review learning activities previously
offered (i.e., demand in past years)Training Plan
Review requests for activities not
currently offeredMaintain Learning
Requests
ELMUsing ELM or Training
Admin?
Determine if requested course
will be offeredSubmit Learning
Requests
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 117
PeopleSoft Enterprise Establish Learning Budgets
Learning Administrator
Learning Manager
Global Scenario
CostSummary
ApprovedGlobal
ScenarioDemands
Review cost details and summary information for
the demandSummarize Global
Scenario
Identify employee training costs
Trainees Salary Costs
Learner Training Costs
Delete inactive redundant global
scenariosDelete Inactive Gbl
Scenario
Review the approved demands in a global
scenarioReview Global
Scenario-Apprvls
Define department training allocation by
budget periodDepartment Budget
Create?
Identify training budget to be frozen by budget
period Freeze Budget Period
Identify groups of departments to be
used for budget cost comparisonsDepartment View
Update costs for a group of job
codes or employees
Update Salary Costs
Populate Learner Training Cost
Review list of global scenarios and select the
active scenario for budget period and
business unitActivate Global Scenario
Review training component costs e.g., equipment, vendors, and facilities
Adjust Department Demand
Specify departments, job codes, competency ratings
to includeCreate Scenario by Criteria
Identify which budget scenario to
activateChoose Active
Scenario
Identify costs related to catalog categories and sub-categories
Catalog Costs
Move demands not approved to next
budget periodMove Non-Approved
Demands
Identify the compensation cost of employee training by
job codeJob Code Salary Costs
Job Code Training Costs
Define Learning Programs
Review?
Review?
Specify base currency for cost
trackingBase Currency
Identify budget period dates,
description and business unitBudget Period
Review the approved demands for the active
scenarioReview Active
Scenario-Apprvls
Specify the relationship
between cost unit and duration label
Cost Unit
Create or copy global scenario created
previouslyCreate Global Scenario
Identify the courses to included from the scenario
and create the scenarioCreate Scenario by Criteria Review cost details,
demand summary and training plans by
departmentSummarize Active
Scenario
Develop training plan scenario and adjust
demand by departmentAdjust Department
Demand
Determine Learning Demand
Review training budget information
Review Training PlanTraining Plan Cost Details FRATraining Plan Distribution FRAActive Scenario Summary (rpt)Global Scenario Summary (rpt)
Training Plan Summary (rpt)
Define default vendor, facility, equipment and instructor costsCourse Costs
Scenario for Department
Global Scenario
Identify costing information
Maintain Items
Review courses offered and their associated costs
Training Plan
Using ELM or Training
Admin?ELM
Manage Learning Catalog
TrainingAdministration
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 118
PeopleSoft Enterprise Define Learning Programs
Learning Administrator
Curricula
Create New Learner Group
Update Existing LearnerGroup
Membership
No Changes Needed
No
CreateTraining
RegulatoryInformation
FRA
CreateTraining
RegulatoryInformation
MEX
TrainingAdministration
Yes
No
Yes
Establish Learning Budgets
Define Learning Objectives
Print committee and training plan reports and submit to the STPS -
MEXSTPS DC-2 Format MEX (rpt)
STPS DC-2B Format MEX (rpt)
Create learning group name, specify
environment and owner, and define
membership criteria Maintain Learner
Groups
Print the results of the calculation
process or export to file - FRA
Edit 2483 FRA2483 Tax
Declaration FRA
Define the course categories that form the
training catalogCategory/Subcategory
Create training course reportsEquipment ChecklistAttendance StatusCourse Category
Course DescriptionCourse Equipment
Course RatingCourse Rating Templates
CoursesCourse Vendors
Prerequisite CoursesLicenses and CertificationsTarget Course Certifications
Target Qualifications
Review group setup and report indicators for
training expense reporting - FRA
2483 Indicators FRA
Decide if need to?
Define curriculum programs that follow a
specific learning path to fulfill one or more
objectivesMaintain Programs
Define learner certification programs, time period given and
completion requirementsMaintain Programs
Specify how to classify courses
in the systemCourses
Identify additional course content, learner group, or
agenda informationCourses
Define general course information such as
prerequisites, languages, and target competencies/
accomplishments Courses
Select the learner groups that can view the programs when browsing or searching
the learning catalogMaintain Programs
Create report listing instructors by training program
and submit to STPS - MEXSTPS DC-5 Format MEX (rpt)
Using ELM or Training
Admin?
Identify competencies and accomplishments
instructors need by course
Courses
Type of learning program
to define?
Create calculations for all indicators - FRACompute 2483
FRA
Identify sections, items, attributes, prerequisites,
security, objectivesMaintain Programs
Manage Learning Content
Training offered
in-house
Select all learners that meet the criteria for group membership and add them to the
groupPopulate Learner
Groups
Define mixed committee details including class,
representatives, location and objectives - MEX
Mixed Committee MEX
Identify training report parameters
- FRA2483 Parameters
FRA
Need new course type?
Create mixed committee audit report of Dept of Labor (STPS)
- MEXSTPS DC-1 Format MEX (rpt)
Review learner group
membershipMaintain Learner
Groups
Create new or update existing learner
groups?
Define the equipment and materials that are required for the course
Courses
Certifications
Activate the program
Maintain ProgramsELM
Review the objectives associated with a specific
programProgram Objectives
Mapping
Defines courses associated with each category and creates catalog information
Catalog Organization
Defines program information
Program Information
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 119
PeopleSoft Enterprise Manage Learning Content
Learning Content
Developer
Instructional Designer
Learning Administrator
Define Learning Programs
Manage Learning Catalog
Note: Learning content is supplied by 3rd-party vendors
Source additional learning content?
Source Learning Content
Design Content to support new or
existing curriculum or certification
programs
Create new or modify existing learning content
Catalog learning content for
search capabilities
Assemble/group learning content
Publish learning content
Notify Learning Administrator of new content and
competencies and objectives
supported
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 120
PeopleSoft Enterprise Source Learning Content
Learning Administrator
Manage Learning Content
Analyze content that is required
Identify external sources that can provide needed
content
Assess external sources
Acquire learning content
Manage Learning Catalog
Sourcing online content?
Identify source and standard for
communication between learning management and
content
Load content metadata Test contentYes
No
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 121
PeopleSoft Enterprise Manage Learning Catalog
Learning Administrator
Manage Learning Content
Select the learner groups that can view the items when browsing or searching the
learning catalogMaintain Items
Schedule and Manage Learning
Resources
Define learning catalog categories to enable
users to easily browse and search activities and
programsMaintain Categories
Select the learner groups that can view activities
within this category when browsing or searching the
learning catalogMaintain Categories
Select the learner groups that can view the programs when browsing or searching
the learning catalogMaintain Programs
Update the catalog index so that the
changes appears in the catalog
Rebuild Indexes
Publish learning catalog to learning
population
Source Learning Content
Define keywords that might be used to search
the catalog to find catalog items
Maintain Keywords
Define delivery method types for course offeringsDelivery Method
Type
Define items, i.e., specific topics of study
for which learning activities are offered
Maintain Items
Define detailed data for the delivery method associated with a particular catalog IDMaintain Delivery Methods
Establish Learning Budgets
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 122
PeopleSoft Enterprise Schedule and Manage Learning Resources
Instructor
Learning Administrator
Provide preferences for instructing
Instructor Preferences
Track instructor qualifications and
teaching preferencesInstructors
Track supplier information Vendors
Define and maintain facility information
FacilitiesFacility Rooms
What to track?
ELM
Define material details and security and assign to learning
activitiesMaterial
Define equipment details and security
and assign templates, patterns, facilities, and
roomsEquipment
Schedule and Manage Learning
Events
Maintain webcast learning component session
messagesVendor Message
Management
What to track?
Define equipment and material details
Equipment and Materials
Define and maintain facility informationTraining Facilities
Track supplier information Vendors
Vendor Contacts
Training Administration
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 123
PeopleSoft Enterprise Schedule and Manage Learning Events
Instructor
Learning Administrator
Schedule and Manage Learning
Resources
Survey
Test
Web-Based
Webcast
Session
Assignment
Yes
ELM
Training Admin
Using session scheduling
templates?
Create course session reportsStudent Training History
Training Facility SchedulesTraining Instructor Schedules
Training ProgramsTraining Schedules
Course Reports Course Session Roster
Define the specific learning
components that make up the
activityMaintain Activities
Create session templates of common
activity session characteristics
Session Templates
Create webcast learning components that offer instructor-led, virtual-classroom instruction
Webcast Learning Component
Create test learning components
Test Learning Component
Specify materials, add attachments and/or notes to the activityMaintain Activities
Assign instructors, facilities and/or
equipmentSessions
Webcast Sessions
Identify vendor, facility, instructor, equipment
costs per session Course Session Costs
Define miscellaneous course session
expensesCourse Sessions
Create survey learning components
Select the learning groups in which to make the
learning activity available for viewing in the catalog
and enrollmentMaintain Activities
Learning components
needed?
Create web-based learning components
Web-Based Learning Component
Create session learning components for scheduled, instructor-led, classroom-
based trainingSessions Learning
Component
Accept or modify the session patterns created
using a templateSessions
Upload and test content for compliant learning components
Import Content
Create sessions manuallySessions
Webcast Sessions
Create assignment learning component
Assignments Learning Component
Define completion rules for the
activityMaintain Activities
Calculate estimated costs of
activityMaintain Activities
Identify session length, start and end dates, enrollment constraints
and language Course Sessions
Identify the session location, instructor and required equipment and
materials Course Session Planner
Course Sessions
Define activity pricing, period, duration, and
enrollment constraintsMaintain Activities
Using ELM or Training Admin?
Manage Learning Catalog
View automatically generated sessions and add to, modify
or delete themSessions
Webcast Sessions
Update the catalog index so that the new activity appears in the
catalogRebuild Indexes
Review and resolve sessions that are in
conflictSession Conflicts
Publish learning catalog and schedules to
learning population
Activate activityMaintain Activities
Deliver Learning
Changes to instructor led learning event?
No
Yes
Update session or webcast learning components
Sessions Learning ComponentWebcast Learning Component
Send notification of changes to learnersActivity Notifications
Review activities and their learning
components associate with catalog items
Activity Components
No
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 124
PeopleSoft Enterprise Deliver Learning
Human Resources VP
Line Manager
Learner
Learning Administrator
Manage Learning Programs
Measure Development Effectiveness
Determine Individual
Development Goals
Manage Individual Learning Plans
Manage Participant Information
Request Enrollment in
Learning Event
Manage Learner Enrollment and
Completions
Participate in Learning Activities
Track Learning Completion
Results
Approve Enrollment Request
Enroll in Learning Event
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 125
PeopleSoft Enterprise Manage Individual Learning Plans
Line Manager
Learner
Learning Administrator
Browse andSearch Catalog
Review Objectives
Review LearningPlan
Review Objectives
ReviewEnrollment
Status
Create Training Plans DEU
Create NVQ Training Plan
GBR
Add Supplemental Learning
Training Administration
ELM
ELMReview
LearningPlans
Browse andSearch Catalog
AddSupplemental
Learning
Record the date when the employee is expected to start a unit and elements,
and actual start and completion dates - GBR
Person Profile
Review list of current objectives of direct reports Team Learning Objectives
Objectives History
Associate standard training programs with job codes in the Job
Code TableJob Code Table
Add learning from external sources
(supplemental learning)Supplemental Learning
Review team's enrollment progress status or history
Team Learning
Print NVQ plan and status information
for employeeInitialize Plan
Employee PlanEmployee Status
Browse learning catalog for available programs and
activities for direct reportsBrowse CatalogSearch Catalog
Add learning from external sources for team members
(supplemental learning)Supplemental Learning
Request Enrollment in
Learning Event
Action?
Create an overall training plan of the NVQ units that
the employee will take and view the elements that make up the units -
GBRPerson Profile
Review list of current objectives
Learning ObjectivesObjective Detail
Review learning plans and list of activities to support
objectives for direct reportsTeam Learning
Using ELM or Training
Admin?
Group the steps into a training
planPlans DEU
Identify the steps that make up an
educational training program
Steps DEU
Action?
Record details of employees who have registered for an NVQ
- GBR Person Profile
Review learning plan and current list of activities to
support objectivesAll Learning
Add new programs or activities to learning
planEnrollment
Action?
Browse learning catalog for available programs and
activitiesBrowse CatalogSearch Catalog
Add new programs or activities to
learning plans for direct reportsEnrollment
Submit learning request for courses that are not
currently offeredSubmit Learning
Requests
Submit learning request for courses that are not currently
offered but should be added to learning plan for direct reports
Submit Learning Requests
Desired activities found?
Enroll in activities?Yes
No No
Yes
Desired activities found?
Enroll in activities?Yes
No No
Yes
Manage Learning Programs
Participate in Learning Activities
Participate in Learning Activities
Determine Learning Demand
Determine Learning Demand
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 126
PeopleSoft Enterprise Manage Participant Information
Learner
Learning Administrator
External Learner
Internal Learner
Create Learner Groups forEnrollment
Track InternalLearner Details
Track ExternalLearner Details
Track Customer Details
Provide personal profile information (external learners)
Personal Information HomeName Change
AddressesPhone NumbersEmail Addresses
Learning Preferences
Update learning customer details
Customers
Track external learner personal and job
detailsExternal Learners
Action?
Subscribe to PeopleSoft HRMS for person information
EIPs:PERSON_BASIC_SYNCWORKFORCE_SYNC
JOBCODE_SYNCPOSITION_SYNC
Internal or external learner?
Provide learning preferences (internal learners)
Learning Preferences
Define and populate learner groups
Maintain Learner Groups
Update learning vendor details
Vendors
Track VendorDetails
Subscribe to PeopleSoft HRMS for organization
informationEIPs:DEPT_SYNC
Track internal learner personal and job
detailsInternal Learners
Manage Learning Programs
Request Enrollment in
Learning Event
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 127
PeopleSoft Enterprise Request Enrollment in Learning Event
Learning Administrator
Line Manager
Learner
Manage Participant Information
Approve Enrollment Request
Approval required?
Enroll in Learning EventNo
Yes
Track Training Requests USF
Review Session Status
Track Training RequestsAction?
Review status of course session and student
enrollment Review Session Summary
Track and review the courses that an individual
has requestedQuick Enrollment
Track and review the courses that an individual
has requested and print the request form (SF182) - USF
SF182 (USF)
ELM
No
TrainingAdministration
Approval required?
NoYes
Approval required?
Yes
Request enrollment into an
activityMy Learning
Request enrollment of team members into an
activityTeam Members
Manage Individual Learning Plans
Using ELM or Training Admin?
ELM
Request enrollment into training activity
Request Training Enrollment
Request enrollment of employees into training
activityRequest Training Enrollment
TrainingAdmin
TrainingAdmin
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 128
PeopleSoft Enterprise Approve Enrollment Request
Line Manager
Learning Administrator
Learner Request Enrollment in
Learning Event
Enroll in Learning Event
Review enrollment requested and the approval status
All LearningMy Learning
Training Request Status (TA)
Review the status of employee enrollment requests
Team LearningView Training Request Status (TA)
Approve or decline request for enrollment in an activity and
update statusMaintain ApprovalsMonitor Approvals
Approve Training Request (TA)
Note: The Approval Authority role represents individuals that are either internal or external to the
organization
Approve or decline request for enrollment in
an activityApprove Training Request
(TA)
No
Approved?Administrator
approval required?
Yes
Yes
No
Note: Components with (TA)related to Training
Administration, others are used in ELM.
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 129
PeopleSoft Enterprise Enroll in Learning Event
Learning Administrator
Line Manager
Learner
No Charge for Activity
Obtain Payment
Information
DesignateReserved
Seats
Department Demand
Wait List
Group
Employee Demand
Automated
Manual
Waitlist
Provide information for department chargeback
Manager EnrollmentManager Program Registration
Manager Program Details
Request Enrollment in
Learning Event
Select method of payment and provide payment details
EnrollmentLearner Program Details
Approve receipt of payment
Administer Roster
Select requested activities/programs
Search Catalog
Enroll individual learners or small groupsEnroll Learners
Send confirmation messages regarding
enrollment and registrationProgram
Enrollment
Identify individual learners for enrollment
Enroll Learners
Action?
Review and resolve
enrollment alerts as neededManage
Enrollments
Enroll large groups using batch processing
Process Mass EnrollmentReview Mass Enrollment Request
Manage Learner Enrollment and
Completions
Identify reserved seats to be filled
Manage Enrollments
Create and distribute student
training information letters
Integration with Financials system; request chartfield value combination verificationEIPs:COMBO_CD_EDIT_REQUEST ,
COMBO_CD_EDIT_REPLY
Enrollment method?
Update status to "enrolled" and post to sub-
ledgerProcess
Payment Details
Select method of payment and provide details
Manage Enrollments
Note: The system enrolls students up to the maximum spaces
available. Based on the session wait list for the specific session and the
availability of spaces once the session wait list is exhausted, the
system uses the course wait list for
enrollment .
Receive enrollment
confirmation and statusManage
Enrollments
Identify request and scope of authority for enrollment and
registrationEnroll Learners
Participate in Learning Activities
Training Administration
Register for a program or enroll
in a specific learning activity
Enrollment
Receive enrollment alerts for prerequisites, schedule
conflicts, etc.Program
Enrollment
Register for a program or enroll in a
specific manager learning activity
Manager Enrollment
Receive enrollment alerts for prerequisites, schedule
conflicts, etc.Program
Enrollment
Using ELM
or Training Admin?
ELM
ELM
Review status of prerequisites for
each learner within an activity
Prerequisite Status
Approve Learning Request
Payment approval required?
Yes
No
Enroll employees based on pre-determined
demand profile by budget period
Enroll by Employee Demands
Verify students successfully subscribe in
the course sessions Enroll by Group
Verify that all employees are successfully subscribed
into the course by department and budget
periodEnroll by Department
Demands
Enroll using?
Identify session number and enroll students from
waiting listCourse Session Auto
Enrollment
Enroll employees based on pre-determined department
demandEnroll by Department
Demands
Identify students from group to enroll or wait list
Enroll by Group
Enrollment method?
Identify students to enroll into a session individually
Enroll Individually
Create training enrollment reports
Statistics of EEs EnrolledStudent Training History
Course Waiting List
Track students who requested enrollment into
full or not scheduled sessions
Create/Update Course Wait List
ELM
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 130
PeopleSoft Enterprise Participate in Learning Activities
Instructor
Line Manager
Learning Administrator
Learner
Supplemental
Offered
Webcast
Learner
Line Manager
Instructor
Track Learner Completion
Results
Complete testActivity Progress
Review assigned schedule of
sessions and enrolled learnersView Schedule
PeopleSoft Partner integration to support
AICC/SCORM progress tracking
PeopleSoft Partner Integration to support
web cast progress tracking
Type of learning?
Complete and pass pre-test
Activity Progress
Launch web-based session or materials
Activity Progress
Request learning credit authorization for
supplemental learningSupplemental Learning
Action?
Drop activitySelf Drop Enrollment
Drop Registration
Offered courses
or supplemental learning?
Participant action(s)?
Launch and facilitate webcast
sessionView Schedule
Review learning status and progress of direct reports
Team MembersManager Program Progress
Activity Progress
Drop team member from enrollment
Manager Drop EnrollmentManager Drop Registration
Participant?
Review current enrollmentsMy LearningAll Learning
Complete a survey as part of activity or as a
learning evaluationActivity Progress
Complete assignment
Review syllabus, preparation tasks,
directions to location and special
instructionsMy Learning
Participate in web castActivity Progress
Attend instructor led session
Conduct instructor led
session
Approve supplemental learning
Request learning credit authorization for team
member's supplemental learning
Add Supplemental LearningView Supplemental
Learning
Review team's schedule for their current learning
Team Learning
Enroll in Learning Event
Manage Learner Enrollment and Competencies
Classroom
Complete learning using
sources external to organization
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 131
PeopleSoft Enterprise Manage Learner Enrollment and Completions
Instructor
Learning Administrator
Learner
Line Manager
ELM
Reschedule
Record Non Course Training
Update WaitList
TrainingAdministration
Completion action?
Integration with Financials system; request chartfield value combination
verificationEIPs:COMBO_CD_EDIT_REQUEST ,
COMBO_CD_EDIT_REPLY
Update learning objectivesEIPs:LRNR_OBJV_SYNCLRNR_OBJ_FULLSYNC
Mark completions of learner's enrollment
using automated process
Auto Mark Activity Completion
Provide notification of change to learner's enrollment or registration
status for an activity or programEnrollment
Update payment information, post adjustmentsEnrollment
Administer Activity RostersEnrollment Payment Details
Registration Payment Details
Manage wait listEnrollment
Completion method?
Review enrollments for pending payments
Administer Program RostersAdmin Registration Approval
EnrollmentPayment Pending
Update completion status per predefined
completion rules
View employee profiles and training summaries
Team Person Profiles Training Summary
Review or update program registrations
Administer Program RostersProgram Registration Detail
Admin Drop RegistrationProgram Roster
Export sub-ledger entries to the GL
Export Accounting Entry to GL
Update sub-ledger Process Payment
Details
Approve employee profile updates
Approve Profiles
Post payments and adjustments to sub-ledger
Process Payment Details
Provide notification of learner's activity
or program completionEnrollment
Substitute or drop a learner from an activity
or programEnrollment
Update program completions and
expirationsProgram Status
Updates
Action?
Provide updated competency information to Humans Resources
EIP: PERSON_COMPETENCY_SYNC1
Record attendance or gradesAdminister Activity Rosters
Learning Component RosterLearner Roster
Using ELM
or Training Admin?
Send email notifications that remind activity instructors and
enrolled learners that the activity is scheduled to start soon
Activity
Integration with Financials system; send the accounting lines to
Financials and update journal ID and date for each sub ledger entryEIPs:LM_ACCTG_LN Outbound,
LM_ACCTG_LN Inbound
Enrollmentaction(s)?
Review, update, or delete profile information as necessary
Person ProfilesTraining Summary
Participate in Learning Activities
Enroll in Learning Event
Review, update, or delete profile information as necessary
My ProfileTraining Summary
Action?
Track progress for activities and learning components
Activity Component Progress Learning Component Progress
Record comments about learners
Administer Activity Rosters
Using ELM or Training
Admin?
ELM
Identify supplemental learning completed by learner
Add Supplemental Learning
Reschedule learner for different session
Enrollment
Identify employees and non-employees who want
to enroll in course sessions that are full or
that have not been established
Create/Update Course Wait List
Identify student needing a session or status change, enroll student in proper
session, and review status updates
Reschedule Between Sessions
Create training letters containing student and training information, if
neededCreate Training Letters
Record student enrollment or completion in courses that not
not offered in houseEnroll in Course
Capture billing details for training obtained externally
Enroll in Course
Record learner assignment and test
scoresMark Grades and
Attendance
Record learner session attendance
Mark Grades and Attendance
Review training unit and PO information
Maintain Training UnitsTraining Unit Expiration
Training Unit PoolPurchase Order BalancePurchase Order Usage
Evaluate student's
performance
TrainingAdministration
Track Learning Completion
Results
Review enrollment records and progress status for
selected learnersView All Learning
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 132
PeopleSoft Enterprise Track Learning Completion Results
Human Resources VP
Instructor
Line Manager
Learning Administrator
Learner
Salary
Instructor
Facility
Vendor
EmployeeExpense
SessionExpense
Equipment Unbudgeted
Budgeted
Summary
Track NVQ Progress
GBR
TrackTraining Plan
ProgressDEU
Issue LaborCertificates
MEX
Track NVQ Progress
GBR
ELM
ELM
ELM
Review unbudgeted costs to dateUnbudgeted
Component= Maintain Student Costs; Maintain Learner Costs
Training costs to review?
Review employee salary costs for a course session and budget period and
apply overrides as needed
Review equipment costs for a course session and budget period and apply
overrides as needed
Review instructor costs for a course session and budget period and apply overrides as
needed
Review facility costs for a course session and budget period and apply overrides as
needed
Review summarized employee session costs
EE Session Cost Summary (rpt)Student Ssn Cost Summary FRALearner Ssn Cost Summary FRA
Calculate reimbursement for students completing course with a "pass" or
minimum of a "C"Maintain Tuition Reimbursement
Review employee expense costs for a course session and budget period and
apply overrides as needed
Type of costs to track?
Calculate student costs by budget period by course
session Calculate Student Cost
Review the compared budget and actual training
cost totals for the entire organization
Summary
Review budgeted costs compared to realized training costs to date
Budgeted
Issue warning messages indicating no reimbursement due
to non-passing gradesMaintain Tuition Reimbursement
Calculate totals for all cost elements and compare them to training budget by period
Calculate Planned/Real Costs
Review expenses for a course session and budget period and apply overrides as
needed
Review vendor costs for a course session and budget period and apply
overrides as needed
Review history of completed learningObjectives History
Manage Learner Enrollment and
Completions
Review direct report's assessment or grade
information for completed learning
Team Learning
Review history of completed learning for
direct reportsObjectives History
Track the progress of German employees how are participating in the
training plan - DEUInternal Education DEU
Int Prof Education Status DEUReview financial details
General Ledger DetailExternal PaymentPayment UpdatesReview Subledger
Cost Summary
Review certification status and progress
Certification StatusLearner Program Progress
Determine Individual
Development Goals
Participate in Learning Activities
Review progress toward completing objectivesLearning Objectives
Review?
Update status, completion, and certificate dates when all units for
an NVQ have been completedPerson Profile
Action?
Issue labor ability certificates to employees
who have completed training and provide copy
to the STPS - MEXSTPS DC-3 Format MEX
(rpt)STPS DC-4 Format MEX
(rpt)
Create grade reports by activity or learner
Review learning and/or instructor
evaluations
Review assessment or grade information for completed learning
All Learning
Review direct report's progress toward completing
objectiveTeam Learning Objectives
Decide if need to provide
reimbursement for training
Using ELM or Training Admin?
Record details of employees who have
not previous registered for an NVQ
Person Profile
Review employee progress through NVQs
Person ProfileCreate completion reports
Certification StatusCurriculum Completions
Item CompletionTranscript by Organization
History by Department
Review certification status for direct reports
Certification StatusTeam Member Cert Status
Review?
Review/report?
Review grades by activity or learner Activity Roster
Activity TranscriptsLearner Transcript
Measure Development Effectiveness
Action?Training Administration
ELM
Identify student feedback on course session
Evaluate Course Session
Capture student feedback and recommendations on completed
training USFIndividual Training Evaluation
Review and assess student training to determine if there is a job skills gap or prerequisites
have been completedReview Training Summary
Review course session detail summary
Review Session Summary
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 133
PeopleSoft Enterprise Measure Development Effectiveness
Human Resource Analyst
Human Resource Manager
Data Administrator
Line Manager
Instructor
Determine Individual
Development Goals
Deliver Learning
Understand Business
Processes
Analyze Recruiting
Performance
Build Business Intelligence Repositories
Perform Activity-Based Analysis
Post Information to Performance
Ledger
Determine Analytics
Required to Support
Processes
Plan Organizational Development
Needs
Map Data Elements
Required to Create Analytics
Create KPIs and Measure
Performance
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 134
PeopleSoft Enterprise Perform Activity Based Analytics
Data Administrator
LedgerResource
EmployeeResource
Yes
Yes
No
Yes
No
NoActivities or
Cost Objects
Yes
Yes
No
No
Objects
Drivers
Yes
No
No
Yes
Copy an existing AB AM model
Copy Existing Model
Assign costs from activities
to costobjects?
Request analysis of the activity-based modelCreate ABM Cube
Run Jobstream
Create AB AM object table
Request ABM Processing
Create or update cost objects
Define Cost ObjectsCost Object Volume
Review and/or adjust employee resource information
Update Employee DetailsAdjust Employee Resource Data
Adjust Jobcode to Hire Adjust Object Volume Data
Create ABM object table
Request ABM Processing
Create or update?
ABM Object Variance
Rates
Create or update resourcesDefine Resources
Describe Work GroupCreate Work/Dept ProfileDefine Capital ChargesCreate Employee Profile
Create Employee Resources
Add pointers?
Review model to balance?
Create reports to audit setupDriver Characteristics
Driver PointerDriver Quantity
Driver RateDriver Rate Source
Inter Bus Unit AssignmentCreate Drillback Data
Define Drillback LevelsActivities by Department
Resource ListingActivities by EmployeeActivities by Workgroup
Activity ListingActivity Fragmentation
Employees by DepartmentEmployees by WorkgroupReview Employee Survey
EIP (BUS_UNIT_PF_FULLSYNC): Send full version business unit
information
Create ABM object table
Request ABM Processing
Delete drivers?
Create or update activitiesDescribe Common Activities
Describe ABM ActivitiesCopy Common Activities
Activity Volume
Create reports for cost objects, calculations, and/or
variancesObject Rate
Transaction CostCapacity Rate Variance
GL DrillbackObject AssignmentObject ContributionCost Object Listing
Object Cost
Validate data integrity of the model
Validate Model Integrity
Review results of analysisObject NavigatorTrend Analysis
Variance AnalysisContribution Cost
Cube ResultsReview Driver Rates
Review Driver QuantitiesReview Transactions
Review Fragmentation
Map ledger expense data to resources
Create Ledger Mapping Rule
Map Expense Data to ResourcesReview objects
All ObjectsResources
Cost Object Target Drivers
ActivitiesCost ObjectsObject Details
Delete DriversDelete IBU
DriversDelete Drivers
Based on results of analysis, determine if wish to establish new
end-result targets
EIP (BUS_UNIT_PF_SYNC): Send new or changed business unit
information
Review existing model and
determine if able to use for current
analysisReview ABM Model
ABM Driver Rate
Variance
Post Information to Performance
Ledger
Review and/or adjust ledger resource information
Adjust Ledger Resource DataAdjust Ledger to Budget
Create pointers to locate drivers
Review Pointer QuantitiesReview Transactions
Define Pointer Define Implicit Pointer
Define Transaction Pointer
Create drivers to assign dollar amounts from one
object to anotherDefine Driver Attributes
Define Driver Copy Drivers
Define Driver Quantities Define IBU Driver Charctrstcs
Copy IBU DriverCopy Drivers Model to Model
Review and/or audit?
Identify planning and simulation criteria
Define Budget ConstraintsIdentify Spending PatternsSetup Activities in Jobcode
Cost Object VolumeActivity Volume
Copy existing?
EIP (FINANCIAL_ACTIVITY_FULLSYNC):
Send activity definition to Time and Labor
Use consistent
values to assign costs?
Assign costs from resources to
activities?
Create or update model
Define ModelIdentify Driver Qty
OptionsBill of ServicesBill of Services
ActivitiesDefine Model CreationCreate ABM ModelsCreate Ledger Maps
ABM Object Rates
Review driversDriver Listing
Resource Target DriversResource Listing
Activity ListingActivity Target Drivers
Cost Object ListingCost Object Target Drivers
Take appropriate action
EIP (FINANCIAL_ACTIVITY_SYNC): Send added or changed activity information to Time and Labor
Create the planning and simulation data
Run Jobstream
Map Data Elements Required to Create
Analytics
Review objectsAll ObjectsResources
Cost Object Target DriversActivities
Cost ObjectsObject Details
Build Business Intelligence Repositories
Update existing or create
new model?
Resources
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 135
PeopleSoft Enterprise Map Data Elements Required to Create Analytics
Data Administrator
Fact Data
CriticalData
Dimension Data
Review and correct Financial Services fact data
BalancesInstr. Calc StatDemographic
Instrument Event Instrument Balance
Index Rate Income
Instrument Volume
Instrument. LedgerInstrument Option Instrument Other
Participant Interest Rate
Instrument Status Instrument Swap Payment HistoryTreasury Position
Create business frameworkSetup Account Types
Define AccountsAccount Nodes
Define ScenariosDefine Models
Technical ScenariosSetup Ledger Event Codes
Review and correct Financial fact data
Expense Accounting LineAccounting Line APAccounting Line AR
Ledger Data Ledger Table
Budget Ledgr Data Project Based Ledger
Customer History Position Impacts
Treasury Deal Det
Define framework?
Define BAM templates
Define Template
Create/Update Models
Define BAM models
Define Models
Review information about models that
have been checked out
Checkout Information
Update user information and
recalculate modelsUtilities
Decide if need to...
DefineModels andTemplates
ReviewChecked
Out Models
Create/UpdateModel
Integrate with Business Analytic Modeler (BAM)
Add or update info about the engineMetaData Engine
Decide if need to update
engine info Create engine instance, identify jobstream
processes, and run sequence
Job Meta DataProcesses in Jobstream
Run JobstreamRun Multiple Jobstream
No
Yes
Identify temporary table instances
and build a project (Application Designer)
PeopleTools Options
Create record suites
Record Suite
Identify records suites for a jobstream
Jobstream Record SuiteYes
No
Decideif record suites
exist
Track progress, if needed
Record SuitesRecords in Jobstream
Temporary Table
Review cumulative processing, if neededRecord Suite History
Jobstream HistoryTemporary Table History
Create Jobstream Information
Review and edit warehouse data mapping
definitionsSurvey Author
Compensation Code MapFinancial Code MapGeography ID MapSurvey Job CodeSurvey InstanceUnit Code Map
CRM CommonTerritoryIndustry
Channel Partners
CRM MarketingLeads
Marketing ListMarketing CampaignMarketing
Campaign WaveChannel Activity
Channel InstanceChannel Medium
Offer Discount
CRM SalesSales User QuotaMetrics Records
Opportunity Contacts
Sales ModelSales TeamSales Model
StageOpportunity
HeaderSales Forecast
Competition Information
CRM Service/SupportCall Center Case
Case LeadCase Type
Case SourceCase Status
Installed ProductEntitlements Definition
Entitlement Plan HeaderGroup Member Cost
CategoriesProvider Group Cost
CategoriesProvider GroupService Level
SolutionSolution/Product Link
Timeframe PeriodAgreement Header
Agreement LineAgreement Line
Entitlements
Select Dimensions for Customer Relationship
(CRM) Warehouse
Complete Workforce Survey data mapping definitions
Industry Code MapJob Code Map
Workforce TreesSurvey Compensation Code
Survey Financial CodeSurvey Geography IDSurvey Industry Code
Survey Unit Code
Select dimensions for Financials warehouse
Perform Activity-Based Analysis
HRMS CompetenciesAccomplishment
WA AccomplishmentsCompetency
Competency Facts Competency History
Reviewer Competency
HRMS RecruitmentJob Req Codes
Applicant-Pos ApplStaffing
Recruitment ExpenseRecruitment Offer
HRMS OtherAbsence History Benefit History
Employee Job History Employee Review
JobMajor Fact Stock Grant
Vacation Accrual
Earnings Balance Earnings Balance CAN
Review and correct HCM data
Retrieve workforce
analytic data?
Load the Operational Data Store
Load operational data store using ETL maps and
Informatica PowerMart ETL tool
Load ETL Session or BatchReview Job History
Review Job SummaryReview Error Summary
Review ETL Descriptions
Define and create ETL mappings
Setup Code ValueSetup Load Date/Time
Setup Job OptionsSetup ETL Defaults
Create ETL Load Mappings
CRM Support/ServiceCall Center Case
Call Center Case DetailCase Association
Case AuditResolution
Agreement LineScheduled TasksTime Log Lines
Review and correct?
Create Workforce Survey setup reports
Compensation Survey DataBenchmark Survey Data
Unit Code MapCompensation Code Map
Geography ID MapIndustry Code Map
Job Code MapFinancial Code Map
Employee Survey DataOperator Defaults
Retrieve Workforce Data from Internal Sources
Create Workforce Analytics tree structures
Account TreeCompensation Tree Competency
TreeFinancials Related Department Tree
FINCODE TreeOrganization TreeGeography Tree
Industry TreeJob Code TreePosition Tree
Unit Code Tree
Map personnel actions for setting up the tableAction Type
Action Reason MapTermination Reason Map Report
Map locations to Geography ID codes
Setup Geography ID MapGeography ID Map Report
Map compensation codes and plan values
Compensation Deduction MapCompensation Earnings MapCompensation GP PIN Map
Benefits Valuation MapBenefit Valuation Map (RPT)
CRM Sales Opportunity HeaderOpportunity Close
Opportunity Sales RepOpportunity Quote
Identify organization specific dimensions,
sources, rules, and job associations
Create Fixed Basis Dimensions
SourcesRules
Rule SetJob Association
Define Allocations
Define multi-dimensional processing
Create Assignment RulesDefine Rule Set
Rename Data RulesAssociate Ruleset to Job
Decide typeof allocation
Data
Financial
CRM CommonChannel Partners
IndustryTerritory
CRM MarketingLeads
Marketing ListMarketing CampaignMarketing Campaign
WaveChannel Activity
Channel InstanceChannel Medium
Offer Discount
CRM Service/SupportCall Center CaseCase Lead Error
Case TypeCase SourceCase Status
Installed ProductProduct Category ErrorEntitlements Definition
Entitlement Plan HeaderGroup Member Cost Error
CRM SalesSales User QuotaMetrics Records
Opportunity ContactsSales ModelSales Team
Sales Model StageOpportunity Header
Sales ForecastCompetition Information
CRM Service/SupportProvider Group Cost
Categories Provider GroupService Level
Solution Product ErrorSolution/Product Link
Timeframe PeriodAgreement Header
Agreement LineAgreement Line Entitlement
Review and correct CRM dimension data
Review and correct common dimension dataBudget Period
Channel CompanyCustomer
Customer Address Department Geography
Operating UnitProduct
Product CategoryProduct Component
Product GroupProduct PriceGL Account
Type of dimension
data
HRMS CommonBudget Period Bus Unit Establishment Codes
Account Codes
HRMS ApplicantApplicant Information
Applicant Accomplishment
Applicant CompetenciesApplicant DisabilityApplicants Email
HRMS Employee & JobPersonal Data
Personal Data DetailsPersonal NamesNational ID Types
Personal Data National IDs
Prior Work ExperiencesEmployment
PositionJob CodeJob Task
Job Code Task DefinitionJob Code Comp Rate
Job Earnings DistributionDisability
Injury IllnessWorks Council
Entitlements Definition
HRMS CompetenciesCompetencies
Competency TypesCompetency Hierarchies
Competency Cluster TablesCompetency of Comp
ClustersAccomplishments
Accomplishment ClustersRole Competencies
Role AccomplishmentsCompetency of RolesCompetency Rating
DescriptionsPerson Comp Evaluations
Course Goal-CompetenciesSchool TypesSchool Codes
School Educations
HRMS BenefitsDependent Data
Leave Benefit Enrollments Stock Plans
HRMS SalaryReview Factors
Salary Step Salary Grades
Salary Rate CodeSalary Plan
Salary Matrix PercentSalary Increase Matrix
HRMS CompensationDeduction FrequencyDept Budget Ded DistDept Budget Earn Dist
Employee Variable Comp Detail
Rate Code Group CodeVariable Comp Plan
HRMS Absence/VacationAbsence CodeAbsence Type
Employee Time ProfileVacation Bonus
Entitlement Vacation Plan
Vacation RequestVacation Service Rate
Values HRMS Training
CoursesCourse ExpensesCourse InstructorsCourse Sessions
HistoryTraining Session
General Demand by DeptTraining Program Job
CodesVendor Address
Vendor Policy Detail
HRMS Workforce Analysis
Absence ClassEmployees
General DemandRole
Role AccomplishmentsRole Competencies
Role TasksRole Task Definition
Role Task-Accomplishments
Role Task-Competencies
Review and correct HCM dimension data
Select other dimensions
Type of warehouse?
SCM CommonReason CodeRegion Code
Business Unit TypeSupport Team Member
Sales PersonSales Order
SCM APInvoiceVendor
Vendor Govt CertTransaction PartyMatching RulesMatch Exception
VoucherAP Disbursements
SCM CostCost Element
Cost Overhead Rate CodeCost Version
SCM InventoryItems
Item TypeItem Category CodesItem Master Header
FamilyGroup
Stock TypePackage Code
Warehouse
SCM ProductionEngineering Change OrderEngineering Change Order
ApprvProduction Operation Times
Production AreasWork CenterSCM Purchasing
RequisitionBuyer
Purchasing Item AttributesPurch Item Business Unit
Item Vendor LocationPurchase Order
Origin Purchase OrderReturn Materials
AuthorizationVendor Return
SCM Shipping & Receiving
ShipShipping Location
CarrierDistribution Network Code
Distribution Network Header
Receiver Header
Select Dimensions for Supply Chain (SCM) Warehouse
Create currency conversion rules
Identify RulesCreate Set of Rules
Associate Rules to JobReview Conversion Messages
HRMS CommonUnit Code
Industry CodeSetup Geography ID MapGeography ID Map Report
Financial CodeAccount Codes
Budget Period Bus UnitAction Type
Establishment CodesAction Reason Map
Standard Letter CodeDuration Group Definition
Termination Reason Map Report
HRMS ApplicantsApplicant Information
Applicant AccomplishmentApplicant Competencies
Applicant DisabilityApplicants Email
HRMS BenefitsCoverage CodeDependent Data
Leave Benefit EnrollmentsStock Plan
Benefits Valuation MapBenefits Valuation Map
Report
HRMS CompensationCompensation Code
Compensation Deduction MapCompensation Earnings MapCompensation GP Pin Map
Deduction FrequencyDepartment Budget Ded DistDepartment Budget Earn Dist
Employee Variable CompRate Code Group Code
Variable Comp Plan
HRMS Employee & JobPersonal Data
Personal NamesNational ID Type
Personal Data National IDPrior Work Experience
EmploymentPosition
Job CodeJob Code Set
Job TasksJob Code Task Definition
Job Code Comp RateJob Earnings Distribution
DisabilityHealth and Safety Data
Works Council
HRMS SalaryReview FactorReview ScaleReview Rating
Rate CodeGrade
Matrix PercentIncrease Matrix
HRMS TrainingCourses
Course Goal-CompetencyCourse Instructors
Course SessionCourse Session Cost
EmployeesGeneral Demand
General Demand by Department
Training HistoryTraining Program Job
CodesTraining SessionVendor Address
Vendor Policy Detail
HRMS CompetenciesCompetencies
AccomplishmentsCompetency TypesCompetency Cluster
RoleRole Competency
Role AccomplishmentCompetency of Competency
TypesCompetency of Comptncy
ClusterCluster Compnt AccomplishmentCompetency Rating DescriptionPerson Competency Evaluation
SchoolSchool Education
School Type
Select Dimensions for Human Capital (HCM) Warehouse
HRMS Absence/VacationAbsence ClassAbsence CodeAbsence Type
Employee Time ProfileVacation Bonus Entitlement
Vacation PlanVacation Request
Vacation Service Rate Values
SCM CommonReason CodeRegion Code
Business Unit TypeSupport Team Member
Sales Person Sales Order
Project
SCM APInvoice Vendor
Vendor Govt CertMatching RulesMatch Exception
Voucher AP Disbursements
SCM CostCost Element
Cost Overhead Rate Code Cost Version
SCM InventoryInventory Items
Inventory Item Type Inventory Item Category Code
Item Master HeaderInventory Family Inventory Group Inventory Stock
Inventory Package
SCM ProductionEngineering Change OrderEngineering Change Order
ApprvProduction Operation Times
Production AreaWork Center
SCM PurchasingRequisition
BuyerPurchasing Item Attributes
Purchasing Item Business UnitItem Vendor Location
Purchase Order Origin Purchase Order
Return Materials AuthorizationVendor Return
SCM Shipping/ReceivingShip
Shipping LocationCarrier
Distribution Network Code Distribution Network Header
Receiver Header
Review and correct SCM dimension data
Review and correct critical errors
TableSet IDRecord Group
TableSet Control(PTools)
Performance MeasurementGeneral Ledger
PF Unit Scenario DefinitionGL Unit Ledger DefinitionLedger Mapping Defaults
Source Unit Mapper
Retrieve Workforce Survey Data from Third Party Providers
CRM MarketingSFA Leads Lead Tasks
Lead Products Opportunity Products
Forecast DetailCampaign Metrics
CommonInventory COGS
Ledger ADBLedger
PF LedgerRevenue
Time LaborBuild Incremental Cube
Determine Analytics Required
to Support Processes
Review and correct CRM fact data
Create aggregate information based on business unit tress or
scenario trees Business Unit
ScenarioCreate aggregated
Performance Ledger information based on
calendarsPerformance Ledger
Create aggregated General Ledger information based
on calendars General Ledger
Decide type of information
Business Units/
Scenarios
Performance Ledger
General Ledger
Create Rollup
Accounting Information
Review Workforce Survey setup
Job Code Set MapJob Code Map
Compensation Code MapGeography ID MapIndustry Code MapFinancial Code Map
Unit Code MapSurvey Providers
Create KPIs and Measure
Performance
Select dimensions for E AS
warehouse
Setup shared processing?
Import external survey data with the setup ETL batch
Load ETL Session or BatchReview Job History
Review Job SummaryReview Error Summary
Review ETL Descriptions
Move corrected data from the error tables t o
the target tablesRun Data Loader
Review Error Summary
Post Information to Performance
Ledger
SCM BillingBilling
SCM APAP Accounting Entry
Voucher LineVoucher Schedule
Payment
SCM CostProd Cost by ItemCM Product Cost
Assembly Scrap Costs
SCM InventoryInventory Cycles
Inventory Lot Control Inventory Receiving
CostInventory Trans
Item VolumePhysical Inventory
SCM ProductionActual Prod Hrs
BOMItem SF
Order LineProd Oper ListOrder Schedule
PL/Prd Intgrt HeaderProduction Variances
SCM PurchasingRMA Receipt Line
PO DistributionPO LinePO Ship
Requisition DistributionRequisition Line
RMA LineRequisition Ln Delivery Schd
RTV DistributionRTV Line
SCM Shipping & ReceivingItems Qty
Receiver DistributionReceiver LineRouting OpsReceive ShipShip Detail
Shipment Fact
Review and correct SCM fact data
Load data into the Enterprise Warehouse
Run Data LoaderReview Error
Summary
Define data loaderSet Defaults
Define Data LoaderDefine Group
Load Data into the Enterprise Warehouse
Summarize error statisticsSummarize Error Statistics
Create rule tables or other mappingRule Metadata
Table MapData Map
Create or Update
Metadata
Decide which action is
needed
Search for existing metadata
Metadata Search
Delete existing metadataImpact AnalysisDelete Metadata
Add NewObject
Search for Existing Object
Delete Metadata
Assess Impact of changes
Impact Analysis
Validate and compile other metadata changes, if
neededMass Validate
Compile Metadata ChangesProcessing Messages
Add new metadata objectRecord MetadataRecord Summary
Tree MetadataSetup Tree Compare
Process Tree CompareReview Tree Compare
Review Super TreeUpdate Super TreeReport MetadataUser FunctionsValue objects
Metric MetadataJob Total Metadata
Balance Rules Metadata
Define how to use the data, such as, restrict info, scale
info, or mathematical calculations for virtual
columnsFilter
ConstraintDataSet
Expression
Budget PeriodChannelCompanyCustomer
Customer AddressCustomer Group
Customer SegmentsDepartment
Department Node
Select Dimensions Common to all Warehouses
GeographyLocation
Operating UnitProduct
Product CategoryProduct Component
Product GroupProduct NodeProduct Price
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 136
PeopleSoft Enterprise Post Information to the Performance Ledger
Data Administrator
Yes
AllOther
No
No
No
Yes
Yes No
Yes
Yes
No Yes
No Yes
No
LedgerMapper
No
Yes
Yes
Map data received from the General Ledger
Map Ledger DataCreate Error Log Report
Review and /or correct errorsCorrect Errors
Correct Journal Errors (ADB)
Reconcile balancesReconcile Balances
Review performance ledger
informationReview Ledger
Details
Perform Activity-Based Analysis
Edit journal entriesEdit Journals
Edit Journals (ADB)
Set tolerances?
Create and/or update models
Create AB AM object table
Re-edit corrected data
Create assignment rule
groups RuleSet
Review assignment processing results
Rules
Associate ruleset to a job
Job Association
Reconcile balances over
time?
Unpost data to ledger
Unpost Ledger Unpost Ledger
(ADB)
Createor update
jobstreams?
Create or update metadata
Posted inerror?
Identify tolerances for editing
Job Total MetadataBalance Rules
Metadata
Map Data Elements Required to Create
Analytics
Create engine instance, identify job stream processes , and run sequence
Move data into the performance journal table
Processing Messages
Build Business
Intelligence Repositories
Re-edit journal entries
Re-Edit JournalsRe-Edit Journals
(ADB)
Post data to Performance Ledger
Post LedgerPost Ledger (ADB)
Posting Method?
Assign rules, define basis and target of the
assignmentValue Object
Review?
Identify tolerances for editing
Job Total MetadataBalance Rules
Metadata
Update scenario for ledger mapped
method?
Create or updatemetadata?
Create aggregate info based on
business unit trees or scenario trees
Clean up journalsRequest Clean upRequest Journal Clean up (ADB)
Set tolerances ?
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 137
PeopleSoft Enterprise Create KPIs and Measure Performance
Employee
Application Administrator
Data Administrator
Yes
No
View information about scorecard
components and KPIs My Favorites
View assessment results, and a bar chart
of KPI performanceKPI List Chart
Calculate and assess KPIsCalculate and Assess KPIs
Review Error MessagesKPI Operands Datamap
KPI Expressions
Identify strategy componentsCreate Strategy Components
Identify KPI ComponentsDefine Cause and Effect
Create scorecard reportsScorecards by Strategy Tree
Scorecards by KPIScorecards by Assessment Group
Strat Trees w/ Non-Term KPIScorecard Assessment
Strat Component by Strat InitStrat Component by Perspective
Strat Component by KPIStrategy Tree w/ Dup KPI
Assess scorecards and create notifications
Run JobstreamRun Multiple Jobstreams
Assess ScorecardsApply Manual Assessments
Send NotificationsReview Error Messages
Create KPIsCreate KPI Definition
Cause and EffectCalculation Rules
ObjectsTarget Rule
OptionsWeight Scale
ColorsKPI Definition View
Identify strategic initiativesDetermine Strategic
InitiativesInitiative Definition View
Build Business Intelligence Repositories
Create portfolios to compare scorecards to others, if needed
Setup Portfolios
Review personal KPI information
My KPIsMy Manual KPIs
Manual KPI Search
KPI Query
EIP (KP_KPI_ASMT_FACTS):
Publish KPI information
Create KPI reportsKPI by Strategic InitiativeKPI and Calc by Model
KPI, Target Rules by ModelKPI by Perspective
KPI DetailKPI Target Rule Values
KPI Data Element Values
View performance results by category
Perspective Assessment
Special projectsor actions?
Create the scorecardDefine Scorecard Details
Identify Assessment GroupsAssociate Related KPIs
Set TargetsAssign Calendar to Scenario
Map Data Elements Required to Create
Analytics
Identify basis for Key Performance
Indicators (KPIs)Data Elements
CalculationsActionsActivity
Assessment
Review and finalize scorecard
Set TargetsKPI Compare
Assign Calendar to Scenario
Review resultsMy Profile
Scorecard at a GlanceSwitch Scorecards
KPIs by PerspectiveStrategyKPI List
KPI ExceptionsSearch Portfolio
Search Detail by STSearch Summary by ST
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 138
PeopleSoft Enterprise Build Business Intelligence Repositories
Human Resource Analyst
Data Administrator
Application Administrator
Setup shared dataDataMart Definition
DimensionElement
FactHierarchy
Metric PermissionsMetric MetadataReport MetadataReview Data MartReview ElementsReview Hierarchy
Load operational data store using ETL maps and
Informatica PowerMart ETL
tool
Setup a customer relations (CRM) datamart
Map Campaign MetricsTime Dimension
CRM Fact SourceValue Ranges
Territory Tree Data
Setup a supply chain data mart
Time Dimension
Setup a workforce data martData Mart Variables
Workforce GroupWorkforce Group Set
Time Dimension
Analyze Development Performance
Setup a profitability data martTime Dimension
Account TreeAccount Nodes
Build the data martsActivate Build Components
Build Data Mart
Type of data mart?
Setup a financial data martTime DimensionFact Variables
Create KPIs and Measure
Performance
Post Information to Performance
Ledger
Perform Activity-Based Analysis
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 139
PeopleSoft Enterprise Reward
Sales CompensationAdministrator
Pension Administrator
Benefits Administrator
Stock Administrator
Line Manager
Compensation Manager
Plan Rewards
Award Salary Increases
Measure Reward Effectiveness
Award Performance
Incentives
ManageStock Plans
Manage Benefits
Manage Benefits
Enrollment
Manage Pension
Award Sales Incentives
Analyze Total Compensation
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 140
PeopleSoft Enterprise Plan Rewards
Pension Administrator
Sales CompensationAdministrator
Benefits Administrator
Stock Administrator
Line Manager
Compensation Manager
Measure Reward Effectiveness
Award Salary Increases
Award Performance
Incentives
Award Sales Incentives
Pension
Manage Benefits
Manage Stock
Define Rewards Goals and
Measurements
Create Compensation
Strategy
Create Compensation
Plans
Create Variable
Compensation
Create Sales Compensation
Plans
Plan Benefits
PlanStock
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 141
PeopleSoft Enterprise Define Rewards Goals and Measurements
Application Administrator
EIP (KP_KPI_ASMT_FACTS):
Publish KPI information
Human Resource Manager
Compensation Manager
Human Resource Analyst
Employee
Yes
No
Identify strategic initiativesStrategic Initiative
Initiative Definition View
Review personal KPI information
My KPIsMy Manual KPIs
Filtered ListView/Modify KPI Dashboard
Create KPI reportsKPI by Strategic InitiativeKPI and Calc by Model
KPI, Target Rules by ModelKPI by Perspective
KPI DetailKPI Target Rule Values
KPI Data Element Values
Assess scorecards and create notifications
Scorecard AssessmentManual Assessments
KPI Action NotificationsError Messages
Run Workforce Groups JobstreamRun Competency Strategy
Run JobstreamRun Multiple Jobstream
Identify strategy componentsStrategy Tree
Strategic ComponentsStrategic Comp’s KPI Set
Cause and Effect Set
Create scorecard reportsScorecards by Strategy Tree
Scorecards by KPIStrat Trees w/ Non-Term KPI
Scorecard AssessmentStrat Component by Strat Init
Strat Component by PerspectiveStrat Component by KPI
Strategy Tree w/ Dup KPI
Maintain and migrate KPIsExpressions
Operands Data MapAudit EPM Objects
Compile Metadata Changes
Maintain KPI values
Enter KPI ValueEnter KPI TargetsMy Manual KPIs
Identify supporting objects for Key Performance
Indicators (KPIs)Data ElementsCalculations
ActionsActivities
AssessmentsAssessment Colors
Assign Calendar to ScenarioSystem OptionsWeight Scales
Create the scorecard
Define Scorecard
Create KPIsKPIs
KPI FamiliesCause and EffectCalculation Rules
Define KPI TargetsTarget Rule
Dimension MembersComposite KPIs
KPI PackageKPI Migration Utility
Calculate and assess KPIsCalculation and Assessment
Action NotificationError Messages
Run Workforce Groups JobstreamRun Competency Strategy
Run JobstreamRun Multiple Jobstream
Special projectsor actions?
Review KPI resultsMy Profile
Single KPI, Hierarchical DimSingle KPI, Single Dim Member
Scorecard at a GlanceStrategy
KPI AnalysisStrategies by Perspective
Create portfolios to compare scorecards to others, if
neededDefine Portfolio
Component Ranking Opposite Component Rank Dim Member Selection Rule
Measure Reward Effectiveness
Create Compensation
Strategy
CreateGoals
CreateMeasurements
Details by Strategic ThrustPortfoliosKPI List
Portfolio KPI AnalysisPortfolio Scorecard Analysis
Strategic Thrusts DetailView Available Analysis Paths
KPI Compare
Action? Plan Stock
Plan Benefits
Plan Pension
Define strategic goals and
measurements
View performance results by category
Perspective Assessment
View scorecard, components, and
KPI infoMy Favorites
View assessment results and KPI
performanceKPI List Chart
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 142
PeopleSoft Enterprise Create Compensation Strategy
Compensation Manager
Sales Compensation Administrator
CompensationAnalyst
No
Define Market Compensation
Create or Revise Base Pay Structures
Approve scenarioApprove Retention
Scenario
Define the retention modelSetup Retention
Models
Create the retention scenario
Run Retention Scenario
Compare company metrics with other company's metrics
for benchmarks3rd Party Integration
Need to adjust
scenario?
Create or revise base pay structure
Create Job Class Create Base Pay
Structure Assign Pay Grades
Define Rewards Goals and
Measurements
Define market compensation modelsSetup Market Model
WFA Market Comp
Scenario
Specify models that comprise the scenarioSetup Market Scenario
Approve the market compensation scenario
Approve Market Scenario
Yes
Define market weighting rules
Setup Weighting Rules
Choose company's compensation strategies for
benchmark jobs
Publish base pay implementation strategy
Approve Pay StructureApproved Pay Structure
Analyze and review scenariosRisk Rule
Risk FactorValue RuleCost Rule
Decision RuleRetention Model
Review Retention Scenario
Review and analyze structureReview Structure Gap to
MarketJob Class Definition
Grade/Step Definition Grade Assignment
Proposed Pay Structure
Define the market compensation scenario
and calculate regressions
Calculate Salary Regression
Compare current pay structures with new targetsReview New Market RateReview Salary Plan Gap
WFA Retention Scenario
Action?
Create the market compensation
scenarioRun Market
Scenario
Review and analyze scenario
Review Market ScenarioScenario/Fit to Structure
Weighting Rules
Need to Assess Impact of Establishing New Line of Business
or Business Strategy
Analyze reports of current workforce performance
resultsOrganizational Effectiveness
CompensationHuman Resource StructureManagement Investment
Training and DevelopmentBenefits
Health and SafetyRecruiting and Staffing
Service ProfileSeparations
Workforce MovementHiring Expenses
Healthcare FactorWorkers' Compensation
The scope of this model has changed from both
the prior Process Modeler and HCM 8.8 version.
Please verify that Retention and Forecast
Comp for FRA should be on this model.
Create retention strategySetup Retention Factors
Setup Risk Rules Setup Value Rules Setup Cost Rules
Setup Decision Rules
Review calculated market compensation data and
establish target market ratesCalculate Jobcode Slotting
Establish Target Market Rates
No No
Review and analyze compensation results
Data Elements Goals Matrix
Compensation Model Merit Matrix
Payout RulesCompensation Rules
Review Data ElementsReview Merit MatrixReview Pay Rules
Review Compensation Scenario
Define a compensation strategy and budget
Load Compensation ACE ModelReview Compensation ACE
ScenarioAlter Compensation Scenario
Base scenario on future data? Approve the results and
publish messages so other applications can subscribe
Run Scenario Approval
Create simulation model to identify
financial impact of compensation
Setup WF Simulation Model
Create workforce simulation scenarios
Run Workforce Simulation
Adjust rules?Adjust
compensation scenario?
Create workforce simulation rules
Setup WF Simulation Rules
Create compensation
scenario Run
Compensation Scenario
Create compensation scenario strategy
Setup Data Elements Setup Goals Matrix Setup Merit Matrix
Setup Payout Rules
Yes
Assess validity of simulation
Workforce Simulation Rules
Create compensation scenario rules
Setup Base Pay Rules Setup Variable Pay Rules
Setup Other Pay Rules Setup Frequency Details
Setup Compensation Model
WFA Compensation
Scenario
YesNo
Yes
Define standard hours, and frequency by
periodWorking Schedules
Review historical details of a
compensation scenario
Review Scenario HistoryDefine specific incentive
details, e.g. people, average amounts
Incentives
Optionally purge scenario history
Purge Scenario History
Define seniority and calculation frequency
Seniority
Create compensation forecast reports
Forecasted Compensation Rpt
Create forecast setup reports FRA
Rate Codes w/out Class Rpt
Forecasted Compensation Rpt
Define compensation
forecast scenarioScenarios
Calculate compensation forecast
based on criteriaForecast
Compensation
Associate rate codes with classes?
Define compensation increases and related
increase codesCompensation Increases
Identify headcount increase and decrease
detailsHeadcount DecreasesHeadcount Increases
No
Review a comparison of
selected scenariosScenario
Comparison Rpt
Scenario matches budget?
Define compensation
events?
Define promotion informationPromotions
Create Compensation
Plans
Create Variable Compensation
Approve base pay structure
Approve Pay Structure
Create WorkforceRetention Strategy
CreateCompensation
StrategyYes
Yes
ForecastCompensation
FRA
See "Create Compensation Plans: Define Base
Compensation Structure"
See "Create Compensation Plans: Define Base
Compensation Structure"
Create Sales Compensation Incentive Plans
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 143
PeopleSoft Enterprise Create Compensation Plans
Human Resource Specialist
Compensation Analyst
Compensation Manager
No
Yes
NoTotal
Compensation ReportingStructure
De-EnrollEmployees
EnrollEmployees
No
Yes
FBT Motor Vehicle
Statutory Percentage
FBT and GST Rates
FBT Statutory Interest Rates
Yes
No
Yes
Yes
Yes
No
Create Groups of Employees for
Compensation PlansNo
Define Base Compensation
Structure
No
Yes
Define Salary Plans
CreateSalary
PackagingAustralia
Yes
DefineSalary
PackagingAUS
Review?
Link salary packaging additional
components with
componentsPackage
Components
View the members of a particular group
Group Membership
Create pay calendars for salary packaged employees in specific pay
groups for use in package modeling to determine the budget values on the
employee's packagePay Calendar GP
Provide salary matrix information to subscribers
EIP (AM): Salary Matrix
Delete (purge) the results of a previous version of a group
from the Group Results TableGroup Results Purge
View the FBT and GST rates for Australia, e.g., the GST percentage and rate for the calculation of Fringe Benefits Tax (FBT)
Review FBT/GST Rate Table
Define additional sources of total
compensation data, such as ad hoc
employee or ad hoc organization awards
Compensation Source
Set up group definitions and group build process details
Group Build - Group DefinitionGroup Build Records and Fields
Review?
Associate individual rate codes with rate code classes. These
classes limit the search for rate codes on the pages throughout
the systemRate Code Class Table
Review FBT motor vehicle statutory percentage information, e.g., the kilometer thresholds and the corresponding statutory
percentages used in determining the taxable value of a motor vehicle Review FBT Stat Vehicle Rate
Define group security Security by Group
Security by OperatorGroup Security Default
View and sort the members of the groups that you've built on
the Group Build pagesGroup Build - Group Definition
Define package rules to validate the
package models Package Rules
Create groups of pay components (represented by rate codes) to be used as a subset of a compensation
packageRate Code Groups
Create, review, or update a reporting
plan and associate a tree
and group IDs to a reporting planTotal Comp
Reporting Plan
Select or modify roll up categories that reflect your organization's compensation
planRoll-up Category
Specify the nonpackaged earnings and deductions elements to appear
on the Package Summary after expense have been calculatedIncluded Earnings/Deductions
View the status of complex groups that have been sent
to the process scheduler Complex Group Results
Summary
Action?
Specify the payroll tax percent rate for all states where employees in a specific company are located
State Payroll Tax Rates
Create new groups that correspond to your existing
company, setID, and department structure
Group Build from Co./Dept.
Create packaging reportsPackages Due for Review
Package ModelsPackage Details
FBT Reconciliation
Specify which Job record fields are available to rate
code defaulting rulesRate Code Defaulting
Options
Provide salary structure information to FMS and SCM
EIP (AM): Salary StructureEIP (AM): Salary Plan
Setup membership
criteria?
Define and review potential employee salary package
models Employee Salary Package
Select and enroll the employee into a salary
packageEnroll Salary Package
View a summary of the salary, grade, or grade and step
structure for each planSalary Structure Summary
Salary Structure Salary Grade
Salary Grade/Step
Rate codes represent pay components in pages and when
configuring compensation packages in the compensation
recordComp Rate Code Table
Model and Assign Salary Packages
AUS
Create Compensation
Strategy
USF?
Modify or create Comp IDs to fit the company's compensation Tree or for ad hoc employee or
organization awardsCompensation ID
Create/update compensation
groups?
Delete the results from all of your groups from the Group
Result TableUnusable Group Results Purge
Retrieve OPM Salary Information - Import a file of OPM containing updated salary information into
the PeopleSoft salary tables Load Salary Tables USF
Define tax scales used in package calculations
PAYG Tax Scales
Specify the minimum, maximum, and midpoint rates for salary grades
Define Salary GradesDefine Salary Grades USF
Create percentage
increase matrix?
Define criteria for group membership
Group Criteria
Define the common characteristics of the
salary planDefine Salary Plan
View which individuals belong to multiple groups
Group Overlapping
Provide salary structure information to EPMEIP (AM): Salary Structure WFA
Action?
Define a standard collection of components that are automatically
defaulted into package model records for employees or
applicantsPackage Template
Using Global Payroll?
Delete/purge?
Using Global Payroll?
Action?
Create and schedule pay calendars for salary packaged employees in
specific pay groups for use in package modeling to determine the budget values on the employee's
packagePay Calendar HR
Remove an employee from enrollment in a salary
package De-Enroll Salary Package
Define the liabilities
associated with each of your
salary packaging components Additional
Components
Create Compensation
Strategy
Populate the reporting
groups that you defineCreate
Reporting Groups
Create groups based on existing
hierarchy?
Map new compensation
IDs to their compensation
sources Compensation
ID
Duplicate your Security Tree to create a Department Tree
Total Comp Dept Tree
View FBT statutory interest rates, e.g., the statutory percentage rate used in the calculation of interest payments for
depreciation of motor vehicles and low interest loans
Review FBT Stat Interest Rate
Define the salary component defaulting
rules for each field selected in the Defaulting
Options pageRate Code Defaulting
Rules
Establish the minimum and maximum percentage increases permitted for
each review rating by position in rangeDefine Salary Increase Matrix
Specify the level of package
remuneration in which to include
Total Package Value (TPV) or Total
Employment Cost (TEC)
Additional Components
Define contributing
salary package components and define expense details for salary
packaged components
Package Components
Use PeopleSoft's Cube Manager to define dimensions and instances for OLAP reporting
Translate compensation strategy into
tactical compensation
goals and measurements
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 144
PeopleSoft Enterprise Create Variable Compensation
Line Manager
Human Resource Specialist
Compensation Analyst
Compensation Manager
Valuations
Goals
Proration Workday Schedules
Group Tree
Percentage Prorations
No
Payouts for a Plan
Payouts for Groups
Yes
Weighted Goals for Groups
Matrix Goals for Groups
Weighted Goals for a Plan
Matrix Goals for a Plan
Goals Not Needed for Plan
Yes
No
Yes
Yes
Yes
No
NoYes
No Need to identify?
Define a variable compensation plan type,
e.g, monetary, non-monetary, stock, or other
Define Variable Comp Plan
Define default goals for individuals within groups
and assign weightsPlan Goals with Groups
Define units of non-monetary and stock awards and assign a currency value for one unit.
Valuations
Define the payout formula for each step
in the matrixPlan Goals with
Groups
Define Group Tree SecurityGroup Tree
Security
Delete the results from all of your groups from the Group
Result TableUnusable Group Results Purge
Create a treefor each group hierarchy andattach groups as tree nodesTree Changes panel for BC
Define the formula to calculate funding
and award allocations
Payout Formulas Need to create?
View the status of complex groups that have been sent
to the process scheduler Complex Group Results
Summary
Define the steps of the goals matrix for each
groupPlan Goals with
Groups
Create new groups that correspond to your existing
company, setID, and department structure
Group Build from Co./Dept.
Setup membership
criteria?
Create groups based on existing
hierarchy?
View which individuals belong to multiple groups
Group Overlapping
Define group security Security by Group
Security by OperatorGroup Security Default
Delete (purge) the results of a previous version of a group
from the Group Results TableGroup Results Purge
Assign payout formulas at the minimum and
maximum levels under the plan
Plan Payouts
Define goals for the organization and assign weights
Plan Goals
Specify the method of administering plan
membership Define Variable
Comp Plan
View and sort the members of the groups that you've built on
the Group Build pagesGroup Build - Group Definition
Review?
Name and describe generic goals to use with variable
compensation plansGoals
Determine the expected total
cash outlay under the plan
Budget
Purge results?
Assign the scores that correspond to the
matrix stepsPlan Goals with
Groups
Define criteria for group membership
Group Criteria
Define attributes for specific plan
types?
Define goals for each group and assign
weightsPlan Goals with
Groups
Assign payout formulas at the target, minimum,
and maximum levels under the plan
Plan Payouts w/ GroupsDefine plan dates, earnings code, payout periods, and
specifics related to the plan type
Define Variable Comp Plan
Fund the VC Plan
Plan Funding
Set up group definitionsGroup Build - Group
Definition
Define goals for the organization and assign weights
Plan Goals w/ Groups
Identify plan as "funded"Define Variable Comp Plan
Using proration?
Create Compensation
Strategy
View the members of a particular group
Group Membership
Define default goals for all individuals within the plan and assign weights
Plan Goals
Create/update compensation
groups?
Assign the scores that correspond to the
matrix stepsPlan Goals
Define the payout formula for each step
in the matrixPlan Goals
Define ranges of eligible days and associate a
percentage with each rangePercentage Proration Rules Define proration for
a prorated plan's payout periodsProrate PeriodsCreate schedules assigning
a factor to each day of the week
Workday Schedules
define the goals within the matrix and assign
goal weightsPlan Goals
Define the steps of the goals matrix for the
planPlan Goals
Award Performance
Incentives
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 145
PeopleSoft Enterprise Create Sales Compensation Incentive Plans
Technical Specialist
Sales CompensationAdministrator
Compensation Manager
Define Compensation
Incentives
Participant
Compensation Structure
Reference Objects
Incentive Calculation Templates
Incentive Plans
Define Compensation
IncentivesDefine Metadata
Need to define Reference Object Mapping and
Load Reference Objects
Reference Objects Loaded from
Source Systems
Define transaction configurationBase Catalog
Object CatalogFormula CatalogVariable Catalog
Create reference objects and reference object
groupsCustomersGeography
IndustryProductsChannel
Setup pay advances based
on incentive compensation
Maintain Draws
Create or update compensation structureCreate Comp StructureClone Comp Structure
Maintain Compensation Structure
Identify participants and participant groups
View Plan ParticipantParticipant Groups
Configure process for loading EIM report repository
General EIM Engine
ConfigurationEIM Engine
Process Scheduler
Configure incentive plans
Add a New PlanClone Plan
View/Update Existing Plan
Award Sales Incentives
Define processing steps (jobs) used
in incentive calculation
Report Repository Loading Config
Create?
Associate plan/participants to compensation
structureMaintain Comp
Structure
Define or update
existing?
Define and schedule system
incentive processing jobsMaintain JobsSchedule Jobs
Configure EIM engine and
schedule jobsStep Definition
Create Compensation
Strategy
Create or update configuration for compensation
structureView Plan
Participants
Action?
Define rules and calculation logic for
incentive plansAdd a Template
Clone a TemplateUpdate a Template
Action?
Load Operational Data Store
Load Operational Data Store
Need to Load Reference Objectsin the Operational Data Store
Load Operational Data Store
Need to Create ETL Maps for EIM Transaction Data
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 146
PeopleSoft Enterprise Plan Benefits
Compensation Manager
Benefits Administrator
Compliance Testing
Benefits Billing
COBRA
Company Cars
BenefitsAdministrative
Information
Create
Update
Clone Existing
Open Enrollment
Snapshot
Multiple Jobs Options
Dependents
Family Medical Leave Act
Create Benefit Programs
Define Automated
BenefitsProcessing
eBenefits
Coverage and Deduction
Calculation Rules
Regulatory Limits
Flexible Spending Accounts
Company Cars - UK
Yes
YesNo
Identify the start and end dates for
coverage, deductions and
flex credits Event Rules
Table
Create processing schedule and specify
who is processed during the run and how they are
processed Schedule Table
Define company car tracking information
Car Model TableCar Management Location
Identify the cost structure associated with each benefit plan (deduction codes, rate information and calculation
rules) Benefit Program TableBenefit Program Costs
Identify benefits regulatory limits and the deduction codes subject
to the limitsLimit Table
Limit Table (rpt)
Add plan specific attributes to benefit plans
Health Plan TableHealth Coverage CodesCompany Car Plan TableLife and AD/D Plan Table
Life and AD/D Coverage GroupsDisability Plan TableSavings Plan TableLeave Plan Table
FSA Benefits TableRetirement Plan Table
Pension Plan Table Pension Plan Table CANVacation Buy/Sell Table
Vacation Plan FEGLI Code Table (USF)
Review event rules reports
Event RulesEvent Rules-Billing
Define benefit deductions
Deduction TableDeduction Table
(NLD)
Identify the groupings used to segregate the employee
population for automated FSA processing
FSA Run Table
Define dependent relationship type
Dependent Relationships Table
Provide flex credits?
Identify a benefits administration system (BAS)
group ID to be used in order to assign participants to a
processing scheduleGroup Identification Table
Identify benefit plans and deduction classes toward
which credits can be applied Excess Credit Calculation
Define criteria for benefits compliance testing
Nondiscrimination Rules
Define company car engine and emissions details - UKDefine Emissions Data
Define Engine Type
Create report summary information about all of the cars in the company's fleet
Create List of Cars
Identify information to describe events that are
not initiated by data entry but take place over
time Passive Event Definition
Create coverage and deduction calculation rules
Calculation Rules TableCalculation Rules
Identify event rules for the
processing of Benefits Billing
Enrollments Event Rules
Table
Review schedules to ensure that there are no
employee overlaps Schedules
Identify postal code ranges for home or work locations to refine eligibility criteria for plans such
as health plans Geographic Location Elig Table
Geographic Locations
Create earnings codes
for leave accruals?
Create the text that is displayed in the self-service enrollment
formEnrollment Setup
Define a snapshot ID, period dates, description and specify the benefit
programs to be includedSnapshot Definition
Identify the event rules ID, description,
and specify basic event rules for each
associated event class
Event Rules Table
Define age, service, hours, and FTE eligibility ranges,
and specify eligibility criteriaEligibility Rules Table
Eligibility Rules
Define open enrollment ID, period dates, description
and select the benefit programs to be included
Open Enrollment Definition
Identify deduction codes to support flex credit Deduction Table
Deduction Table (NLD)
Using Canadian Payroll?
Define filling period dates for benefits and COBRA
Define CalendarCalendar Report
Define benefit plans
Benefit Plan Table
Note: At least one schedule must be defined for Open Enrollment and another for Event
Maintenance.
Create a copy of an existing benefit
program with new effective date
Benefit Program Clone Utility
Review benefit plan structure reports
Benefit PlanBenefit Program
Provider/Vendor ListingLife and AD/D Plan Table
Disability PlanSavings Plan
Leave Plan-Basic AttributesLeave Plan-Accrual and Bonus
Flexible Spending AccountPension Plan-Canada-BasicPension Plan-Canada-RatesPension Plan-Canada-Limits
Retirement PlanVacation Buy/Sell
Identify internal administrative contacts for COBRA
Administrative Contacts
Create rules for how HR actions impact primary job, benefits and
deductionsMultiple Jobs Options
Identify the rules that control life events process for the Marriage, Divorce,
Birth and Adoption life events
Life Event Rules
Manage Benefits
Review program-level information along with the plan- and option-level
structure (coverage levels and deduction codes) Benefit Program
Benefit Program /Plan/Options
Employee Service Steps
Record specific company car details and
maintenance historyCar Data
Car Pool & Maint
Define service steps for savings contribution
matchingService Step Table
Identify types of events to be administered, special attributes,
priority, and availability to self-service
Event Class Table
Identify the plans to be associated with the benefit program and details such
as coverage codes, deduction information and
COBRA Benefit Program Table
Define Family Medical Leave plan attributes
FMLA Plan TableFMLA Plan Table Report
Identify the program name, status, description, and high level COBRA,
FSA, FMLA, and eBenefits attributes
Benefit Program Table
Define or review COBRA qualifying event rules
Event Rules
Define parameters for benefits billing frequency and calculations
Billing Parameters
Decide ifneed to?
Identify benefits provider contact and policy information, and
eBenefits optionsProvider/VendorTable
Provider/Vendor Listing
Setup the printer controls for creating
enrollment forms Online Printing
Identify credit allocation hierarchy for maximizing
outcome of variable taxation of benefits (CAN)
Credit Allocation Table
Identify internal Benefits administrative
contacts Administrative
Contacts
Identify paycheck and direct deposit advices forms
Check Form Table
Define?
Type of processing needed?
Coverage rates, or rules?
Create, update or clone
program?
DeploymentYes
No
Define Rewards Goals and
Measurements
Define benefit rate dataBenefit Rates
Benefit Rate TableBenefit Rate Types
Benefit Rates
No
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 147
PeopleSoft Enterprise Plan Stock
Stock Administrator
Compensation Manager
Purchase Plan
Process Expired VC Plan
Options Plan
Define Foundation
Rules
Create/Update Stock Plans
Create Plan Info
No
Yes
Split Stock
Yes
No
Review Stock Balances
Identify the valuation plan type that is appropriate to a specific stock purchase plan
and indicate if the plan is considered compensatory
according to FAS 123 Stock Purchase Plan Rules
Define the vesting schedules used
for granting stock options
Vesting Schedule
Expire variable comp plan and return the share to the
stock planExpire Variable Comp
Plans
Create Reports Governing Body Rules Rpt
Exchange Table RptTransfer/Escrow Agency Rpt
Brokerage Table RptFMV Method Table Rpt
Decide what action is
needed
Define Rewards Goals and
Measurements
Note: The Stock plan ID must match what was setup for the stock purchase plan by the Benefits Administrator on the model titled " Plan Benefits"
Define FMV and non-trading day rules for a stock
option planStock Option Plan Rules
Create Stock Agreement ID
InformationStock Agreement
TableStock Legend Table
Tax RulesStock Tax Types
Stock Country TaxStock State TaxStock Local Tax
Associate the stock ID to a benefit plan ID and define plan details,
such as governing body, offering type, and when participants can
enrollStock Purchase Plan Rules
Specify black out periods and individuals impacted
Stock Blackout
Define the contribution rules Stock Purchase
Plan Rules
Allocate stock to variable comp stock fund
Variable Comp Allocation
Define participant groups for stock
processing, reconciliation , and
reportingProcess Group
Process Groups (rpt)
Identify stock FMV methodsFMV Method
Table
Define offering period begin and end dates, grant dates
within an offering period, and purchase period begin and end
datesOffering/Purchase PeriodsReview Offering Periods
Define general plan options such as types allowed,
governing body, transferability, exercise before vest, and repurchase alternativesStock Option Plan Rules
Define the number of months participants must hold the
stock before they sell itStock Purchase Plan Rules
Define and allocate shares to treasury, stock classes
and Stock PlansStock Treasury Table
Stock Class TableStock Plan Table
Define the purchase rules of your plan, such as
purchase price calculation and share and price
rounding rulesStock Purchase Plan Rules
Register plan with
appropriate federal and
state agencies
Define the FMV rules for offering begin, grant, and
purchase FMV. Specify how to handle nontrading days
Stock Purchase Plan Rules
Determine the number of shares
to place in the stock option pool
Link the stock to be valued, the
valuation method, and the Estimate ID that
represents the volatility, interest rate, and
dividend rate, and the volatility type
Valuation Table
Create Reports Stock Agent Report
Stock Branch ReportStock Details Report
Stock Exchange ReportStock Agreement Report
Stock Legend ReportStock Blackout Report
Stock Fiscal Year ReportProcess Groups Rpt
Tax Information Report
Define how stock option plan processes change
based on HR status changes
Stock Action TableStock Action Reason Table
Stock Acton Rules
Define your fiscal year calendar for
a stock IDStock Fiscal Year
Identify Regulatory
RequirementsGoverning Body
Rules
Define stock pan and allocate shares
from TreasuryStock Plan Table
Identify transfer and escrow agenciesTransfer/Escrow
Agency
Decide if need to create/update options or
purchase plan Info
Define stock attributes and rules
Stock Details
Note: See "Reward " to allocate funds from the
Variable Comp Fund to the Variable Comp Stock Plan
and to allocate stock awards
Identify parameters and request process to
create stock split report to reconcile balancesDefine Stock Splits
Define the offering and purchase period lengths as
well as any applicable company limits
Stock Purchase Plan Rules
Determine the design of the stock option plan
Calculate and review stock
balancesOption Plan
Purchase PlanTreasury
Class
Indicate stock ID and split ID and request
process to split stocks with a status of unprocessed
Process Stock Split
Decidewhat action is
needed
Create stock purchase plan reports
Stock Purch Plan Rules RptOffering/Purchase Periods Rpt
Hold Reason Table Rpt
Create stock IDStock Table
Create stock option reportsStock Treasury ReportStock Allocation Report
Stock Plan ReportGrant Reason Report
Stock Option Plan Rules ReportVesting Schedule Report
Tock Class Report
Obtain approval from shareholders
Define stock purchase
processing messages
Purchase Msgs
Associate stock Exchange, Agencies and Brokerages to
stockStock Agent TableStock Branch Table
Stock Exchange Table
Specify brokerage firms/branches that will
handle the stockBrokerage Table
Brokerage/Branch Table
Define rules to account for
reacquired or unissued shares
Stock Option Plan Rules
Define the various reasons you grant stock
optionsGrant Reason
Table
Note: See "Reward" to define a stock plan as a
variable compensation plan
View stock split information
Stock Split Report
Decide if stock will
be provided as variable comp
Specify expected rates for volatility,
risk-free interest, and expected dividends
for use by the Black-Scholes pricing model and update for values
Estimate Table
Decide if need
disposition rules
Identify Stock Exchange on which company stock is traded
Exchange Table
Define reasons for holding a purchase
Hold Reason Table
Specify the financial accounting standard that is appropriate to your organization ;
either FAS 123 or APB 25
Stock Table
Define payment and income
methods for a stock option plan
Stock Option Plan Rules
Manage Stock
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 148
PeopleSoft Enterprise Award Salary Increases
Line Manager
Compensation Manager
PlanRewards
Measure Reward Effectiveness
Award Individual or Group Merit
Increases
Review Salary Information
Create Merit, Step and Retroactive
Increases
Create Salary Increase Reports
Award Budgeted Group Salary
Increases
Create Increases -JPN
Create Increases -USF
Analyze Total Compensation
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 149
PeopleSoft Enterprise Award Budgeted Group Salary Increases
Compensation Approval Authority
Compensation Administrator
Compensation Manager
No
Yes
Make Modifications
Submit for Approval
Yes
No
Yes
No
Yes
Update subtotals and grand total of planned salary increases
Assign Group Increases
Approve employee increases
Assign Group Increases
Review budget totals and submit budget for approval
Create/Approve Group Budget
Refresh employee anniversary dates
Refresh Anniversary Date
Define default budget, salary plan, and
controlsDefine Budget
Defaults
Create calculations for
large groups?
Apply budgeted increases by employee group
Calculate Group Increases
Review Salary Information
Update employees' job and compensation information
Load Group Increase
Review and approve budget and associated salary plan
Create/Approve Group Budget
Calculate requested/current budget totals and total increase per rate code
Calculate Group Budget
Compare available group budgets and review
variancesCompare Group Budgets
Create group budget for salary increases
Create/Approve Group Budget
Review requested and current budget totals
Create/Approve Group Budget
Create Salary Increase Reports
Review and adjust budgeted increases by
individualAssign Group Increases
Calculatefor large groups?
Make changes?
Compare budgets?
Review budget totals and make updates
Create/Approve Group Budget
Refresh anniversary
dates?
No
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 150
PeopleSoft Enterprise Award Individual or Group Merit Increases
Compensation Approval Authority
Line Manager
Employee
Compensation Manager
Salary Increase Without Budget
Salary Increase With Budget
Ad Hoc Salary Changes
Overtime (Switzerland)
Request Overtime (Switzerland)
Apply approved merit increases for individual
employeesRequest Salary Change
Request?
Review compensation summariesView Compensation History
Compensation History (Hidden)View Total Compensation
Measure Reward Effectiveness
Identify change to salary package components
Request Salary Change
Request overtimeRequest Overtime CHE
View Overtime CHE
Verify that the salary change request has
been submittedRequest Salary Change
Approve employee overtime CHEApprove Employee Overtime CHE
View Overtime Status CHE
Review and apply proposed change to an employee's salary
package componentsRequest Budgeted Salary
ChangeGroup Sal Chg Mgr B
Request Employee Overtime CHE
Request Employee Overtime CHE
Apply merit increases for a group based on approved
budgetRequest Budgeted Salary
Change
Review, adjust and approve budgeted increases by individual
Approve Budgeted Salary ChangeGroup Sal Chg Appr B Group Sal Chg View B
Create request for a group merit increase based on a
budgetRequest Budgeted Salary
ChangeGroup Sal Chg Mgr B
Create request for an employee merit increaseRequest Salary Change
(Hidden)
View status of budgeted salary change request
View Budgeted Sal Chg Status
Review, approve or deny salary increase
Approve Salary Change (Hidden)Approve Ad Hoc Salary ChangeView Ad Hoc Salary Chg Status
Verify that the budgeted salary increase has
been submittedRequest Budgeted
Salary ChangeGroup Sal Chg Mgr B
Create request for an ad hoc salary change
Request Ad Hoc Salary Change
View status of salary change request
View Salary Chg Sts (Hidden)
Analyze Total CompensationPlan Rewards
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 151
PeopleSoft Enterprise Create Merit, Step and Retroactive Increases
Compensation Manager
Automatic Step
Merit
Retroactive
Report merit increases and their status for a group of employees
Report Merit Increases
Type of Increase?
Define merit increases for employee review results of calculation method 'Summation'Define Merit Increase
Update the job compensation rate when the salary grade or step changes
retroactivelyUpdate By Plan/Paygroup
Update By Job Code
Review Salary Information
Review employee appraisal historyReview HistoryReview Audit
Define selection criteria for a group of employees used
to select eligible review results for a merit increase
Define Merit Group
Create Salary Increase Reports
Load approved merit increases to Job Data for
a group of employeesLoad Merit Increases
Automatically move employees to the next salary step when they have completed the
required time in the current stepAutomated Step Increment
Automated Step Increment EG
Assign and approve merit increases for a group of
employees based on their review results
Assign/Approve Merit Increases
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 152
PeopleSoft Enterprise Create Increases - JPN
Compensation Manager
Step
Amount
Percentage
Receive performance rating from
ePerformance
Identify the fixed percentage increase for each review band by
quartileDefine Salary Increase Matrix
Update the salary step and associated compensation on the job
recordLoad Salary Steps
Receive performance rating from
ePerformance
Update job compensation records with the results of the salary
increase simulation process and adjustments made
Load Salary Increase
Review Salary Information
Receive performance rating from
ePerformance
Type of Increase?
Define the salary increase amount for a particular
compensation rate code and review band
Define Salary Increase Amount
Associate salary step increases with a review band
Define Step Increase
Create Salary Increase Reports
Update the salary step and associated compensation on the job record for
employees who have a fixed amount Plan/Grade/Step-based salary component
Load Salary Increase
View the results of running the salary increases simulation process
and make adjustmentsSimulate Salary IncreaseSalary Simulation Report
Define a salary increase ID and associate it with a rate code and employee groupsDefine Salary Increase ID
Create data to be used in the salary increase simulationGenerate Salary Increase
Data
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 153
PeopleSoft Enterprise Create Increases - USF
Compensation Administrator
Compensation Manager
No
Yes
Yes
Identify all employees who are within 60 days
of a with-in-grade increase, and create a
WGI notification Process Automated
Actions USF60 Day Review USF
(hidden)Create completion
notices to be viewed online
Process WGI Auto Action USF
Additional performance information needed?
Create Salary Increase Reports
Define pay increase percent and effective date
Mass Pay Adjustments USF
Review appraisal and performance improvement
historyReview History USF
Review Perf Improvement USF
Review WGI notification
information and employee review
rating Within Grade Incr
Notice USF
Review Salary Information
Apply mass pay adjustments to employee compensation informationCreate Mass Pay Adjustments USF
Create worklist item and provide
notification to supervisors
WORKFLOW
Identify the next scheduled pay
adjustmentDefine Salary Plan
Create Mass Pay Adjustment report lists employees who cannot
be processedMass Pay Adjustments USF
Identify the pay plan and calculation type for pay adjustment
Mass Pay Adjustments USF
Note: Workflow can be set up to generate a worklist that notifies
supervisors and Human Resources professionals online of employees
who are approaching probation termination.
Create worklist item and provide
notification to supervisors
WORKFLOW
Update WGI statusUpdate WGI/Tenure
USF
Review WGI notification information and employee
review rating Automatic Action Msgs
(USF)
Type of increase?
Change employee WGI status?
USF Mass Salary
WithinGrade
No
Make corrections
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 154
PeopleSoft Enterprise Create Salary Increase Reports
Compensation Manager
Compensation
Salary Plan
Create compensation reportsSalary History by Employee
Salary History by GroupSalary History for DepartmentSalary History for CompanyEmployee Compensation
Changes
Measure Reward Effectiveness
Create reports for?
Create salary plan reportsJob Grading by Evaluation Pts
Ratio AnalysisAbove Maximum AnalysisBelow Minimum Analysis
Grade Advance Candidates JPN
Award Budgeted Group Salary
Increases
Create Merit, Step, and Retroactive
Increases
Create Increases -JPN
Create Increases -USF
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 155
PeopleSoft Enterprise Review Salary Information
Compensation Manager
Create Increases -JPN
Create Merit, Step, and Retroactive
Increases
Review employee evaluation information
Job Evaluations by GradeJob Evaluations by Grade USF
Review employee compensation information
View Compensation HistoryCompensation History (Hidden)
View Total CompensationTotal Compensation (Hidden)
Employee Compensation History
Award Budgeted Group Salary
Increases
Review employee salary and ranking information
Employee Ranking by Job CodeAnonymous Ranking
Salary Structure Summary
Create Increases -USF
Review?
Salary
Compensation(Self-Service)
Evaluation
Review employee compensation information
Employee Compensation HistoryCompensation
Plan Rewards
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 156
PeopleSoft Enterprise Award Performance Incentives
Profit Sharing Specialist
Human Resource Specialist
Stock Administrator
Line Manager
CompensationAdministrator
Compensation Manager
Plan Rewards
Measure Reward Effectiveness
ManageStock Plans
Identify Eligible Recipients
Identify Goal Attainments for Weighted Goals
Allocate Awards and Submit or Approve for
Payment
Distribute Award Information
Create Festive Advances -
SGP
Create Profit Sharing Incentives
- FRA
Analyze Total Compensation
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 157
PeopleSoft Enterprise Identify Eligible Recipients
Compensation Manager
Line Manager
Update Group Membership
Adhoc Award
Employee VC Record
Employee VC Record
With Groups
Tree Group
Add NewEmployees to
a VC Plan
Update eligibility status and calculate proration for
prorated plans Eligible Employees by
Group
Rule to determine eligibility?
Identify date, target payout formula and guarantee for
newly hired employeesIndividual's Payout
Update eligibility status and calculate proration for prorate
plansDetermine Eligibility
Update eligibility status, and calculate proration for
prorated plansDetermine Eligibility
Add new employees to a variable compensation plan
Individual's Payout
Create variable compensation reportsBudget
Organization and Group GoalsGuarantee
Funds AllocationTree Member Overlap
Tree Consistency Report
Review and adjust member eligibility for plan that uses
groupsDetermine Eligibility
Review and adjust member plan eligibility
Eligible Employees by PlanPlan
Rewards Action?
Receive a WORKFLOWnotification of a newly hired
employee
Add employees to a plan for ad hoc awards or review and
adjust member eligibility Eligible Employees by Plan
Identify Goal Attainments for Weighted Goals
Update eligibility status and calculate proration for
prorated plans Eligible Employees by
Group
Identify target payout formula and guarantee by employee
Individual's Payout
Determine Eligibility
Create Compensation
Plans
Create Compensation
Plans
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 158
PeopleSoft Enterprise Identify Goal Attainments for Weighted Goals
Line Manager
Compensation Administrator
Weighted Goals
Group Matrix Goals
PlanMatrix Goals Members of
Plans Without Groups
Members of Plans With
Groups
Identify attainments for goals within goals
matrix Matrix Goals w/in
Group
Allocate Awards and Submit or Approve for
Payment
Identify attainment for group goals Group's Goals
Identify individual goal attainments for
employee Individual 's Goals
Identify attainment level for each goal in matrix
Matrix Goals
Identify attainment
for?
Type of goal attainment to
update?
Identify attainment for organization goals
Organization's Goals
Identify goal, attainment, and weight for individual within
group Individual w/in Group
Identify Eligible Recipients
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 159
PeopleSoft Enterprise Allocate Awards and Submit or Approve for Payment
Management Approval Authority
Line Manager
Adhoc Plan
VC Plan
Individual Participants
All Participants
Approval Not Required
No
Individual Participants
in Group
All Participants in
Group
Yes
No
No
Yes
Yes
All Participantsin Plan
Review and modify awards
for groups Allocate Awards
by Group
Review variable compensation award information
Review Employee Award HistoryCalculate Awards
Actual AwardsVariance
CarryoversEmployee History
Non-Monetary Plan History
Review and/or modify the awards for Ad Hoc
plansAllocate Awards by Plan
Manually approve individual awards
Allocate Awards by Plan
Distribute Award Information
Allocate funds to child groups
Allocate Group Funding
Calculate group monetary and non-
monetary VC awardsCalculate by Group
Approve awards for all participants in plan
Approve Awards by Plan
Award approval required?
Identify plan and group details for award approval; approve or
cancelApprove Awards by Group
Approve recommended awards for the group
manager's direct reports Allocate Awards by Group
Using groups?
Identify Goal Attainments for Weighted Goals
Calculate target awards and performance factors
for organization Determine Allocation
Notify group managers to allocate awards to direct reports and subgroups
WORKFLOW
Grant approval
for?
Allocate for?
Update award status to "Ready to Submit"
Allocate Awards by Plan
Calculate both monetary and non-monetary VC
awardsCalculate by Plan
Allocate funds to child
groups?
Allocate funds to the highest level group
Allocate Group Funding
Update award status to
"Ready to Submit"Allocate
Awards by Group
Receive notification of recommended awards
needing approval WORKFLOW
Grant approval
for?
Approve awards by planApprove Awards by Plan
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 160
PeopleSoft Enterprise Distribute Award Information
Compensation Manager
Compensation Administrator
Stock Administrator
Line Manager
Payroll Interface
Global Payroll
North American Payroll
Stock Grants
Members of Plans Without
Groups
Members of Plans With
Groups
Publish the awards directly to PeopleSoft Global Payroll for validation and payout
EIP (AM): VAR_COMP_PAYMENT_REQUEST_GP
Correct awards, update the individual award status and obtain approval if neededAllocate Awards by Plan
Receive grant data from Stock Administration
EIP (AM): GRANT_AWARD_UPDATE
Automatically create a flat file containing the award data, to use as input into the
PeopleSoft Payroll Interface system
Publish a message that inserts the stock awards into a staging table
EIP (AM): AWARD_GRANT_ISSUE
ManageStock Plans
Review details of award rejections and
errorsSubscription Errors
(rpt)
Decide if need to resolve
errors for..
Allocate Awards and Submit or Approve for
Payment
Correct awards for individuals in groups, update individual award status and obtain approval in neededAllocate Awards by Group
Manage Payroll
Measure Reward Effectiveness
Publish the awards directly to PeopleSoft Payroll for North America for validation
and payoutEIP (AM):
VAR_COMP_PAYMENT_REQUEST
Notify VC Administrator of erred or rejected
awards WORKFLOW
Receive acknowledgement details of paid, rejected or erred awards
EIP (AM): VAR_COMP_PAYMENT_ACKNO
WLEDGE
Measure Reward Effectiveness
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 161
PeopleSoft Enterprise Create Festive Advances - SGP
Human Resource Specialist
Compensation Manager
PlanRewards
Measure Reward Effectiveness
Analyze Total Compensation
Approve, cancel, and/or modify the festive advance payment by
employeeView/Update Pymnts by FA TypeView/Update Pymnts by Emplid
Calculates festive advance amounts
Calculate Festive Advance
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 162
PeopleSoft Enterprise Create Profit Sharing Incentives - FRA
Profit Sharing Specialist
Employee
Compensation Manager
External Payroll System
Global Payroll
Review/Update Investment
Options
Review Entitlements/
Request Releases
Measure Reward Effectiveness
EIP (AE) HR_WP_ELIG: The Extract Eligible Employees process retrieves GP
accumulators results or field values of record
WP_EXT_PAYDATA
PlanRewards
Review agreement and define personalization deadline for reference
periodsReview Agreement
Review Reference Period
Note: The system will automatically publish payment
data
Review calculation and distribution results and
update values if needed
Member Entitlements
Review entitlements and request profit sharing
releasesProfit-Sharing Entitlements
Update profit sharing fund status according to Payroll
resultsEIP (AE) HR_WP_PAYMT
Approve reference periods
Review Reference Period
Send payments to employees and
update fund statusProcess Interest &
Payment
Review and personalize interest mode and investment optionsAgreement Personalization
Identify employees qualifying for profit sharing and import
payroll dataExtract Eligible Employees
Receive payments information for updating fund
status EIP (AM):PROFIT SHARING
PAYMENT ACKNOWLEDGEMENT (IN)
Review results and update interest
calculations values by employee
Member Entitlements
Review profit sharing reports
Individual ReportAgreement Report
Calculate interest and update fund statusProcess Interest &
Payment
Create Positive Input in Global Payroll for payments to be
processedEIP (AE): HR_WP_PAYMT
Send payment information for external payroll system
EIP (AM): PROFIT SHARING PAYMENT REQUEST (OUT)
Review extracted employee list and
add additional employees as
neededMember
Entitlements
Action?
Calculate global funds, entitlement by employee and
divide fundsCompute Global Fund
Distribute Global Funds
Verify entitlements for eligible employees and approve
release requestsMember Entitlements
Calculate interest, send payment to employees and
update fund statusProcess Interest & Payment
Review profit-sharing amounts, deductions, and
interest and enter fund requests
Personal Entitlements
Review and adjust agreement settings
Agreement Personalization
ReviewEntitlements
ReviewAgreement
Settings
Analyze Total Compensation
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 163
PeopleSoft Enterprise Manage Benefits
Compensation Manager
Benefits Administrator
Plan Rewards
Manage Benefits Enrollment
Measure Reward Effectiveness
Change Benefits Retroactively
Bill Employee for Benefits
Manage Company Cars
Manage Flexible Spending
Accounts Canada
Manage Flexible Spending
Accounts USA
Monitor Benefits Compliance
Build Primary Job using Data Loaded
from External Source
Analyze Total Compensation
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 164
PeopleSoft Enterprise Bill Employee for Benefits
Compensation Manager
Employee
Benefits Administrator
Yes
No
No
Yes
Processing Results
Summary
By BillPeriod
By PlanType
EmployeeBalances
Charges and Balances
No
No
Yes
No
Yes
Yes
No
Yes
No
Yes Payment History
Payment Summary
GeneralAccount
InformationNo
Review charge and payment
adjustmentsReview Adjustment
Summary
Measure Reward Effectiveness
Receive payments
directly from employee
Review adjustmentsummary?
PlanRewards
Adjustments needed?
Review?
Note: If you currently implement PeopleSoft Benefits Administration, you can use Event Maintenance processes to locate employees and dependents who are eligible for Benefits Billing and enroll them into
the Benefits Billing system.
COBRA Administration processes can also be used to locate and enroll COBRA participants who are eligible for Benefits Billing.
Create reports to review general account
informationBilling Audit
Accounts ReceivableDelinquent Accounts
Identify alternate address information or place bill or
statement on holdRequest Hold/Alternate
Address
Identify special charges for billing, such as, partial charges
and partial bill amountsEnter Manual Charges
Calculate charges and create billing records
Calculate Periodic Charges
Review payment history of participants
Review Payment/DetailsHistory Activity
Update existing info?
Identify individual payments from a participant and
allocate them to separate charges
Allocate Payments to Charges
Calculate again?
Identify adjustments to
billing paymentsAdjust Payments
Partial charges apply?
Adjust?
Provide payment and/or indicate the
need for billing adjustments
Receive benefits billing
statement
Review employee's charges by plan type
Rvw Charge Smry by Plan Type
Print billing statements for individuals who have an
active billing enrollment or an outstanding balancePrint Billing Statement
Reprint Statements
Manually enroll?
Review?
Yes
Review a summary of all payments made by a specific participant
Review Summary by Post Date
Receive payment information from
Accounts Payable
Review messages from calculation process and/
or create error reportReview Processing
Messages Calculation Error Report
Review various charge and payment
adjustmentsReview Adjustment
Summary
Manually enroll employees into the Benefits Billing
systemEnroll in Billing
Provide billed charges to Accounts Receivables
Provide Billing to AR
Decide to review?
Review employee's charges by billing period
Rvw Charge Smry by Bill Period
Provide charges to AR?
Distribute statements to
employees
Review a list of charges, payments, and grand totals
associated with an individual employee
Review Employee Balances
Review summary information of employee's charges for a
specific billing periodReview Charge Details
Provide payment information for postingPost Payments from
File
Identify adjustments to billing chargesAdjust Charges
Manage Benefits Enrollment
Analyze Total Compensation
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 165
PeopleSoft Enterprise Build Primary Job using Data Loaded from External Source
Benefits Administrator
Compensation Manager
Note: Run this process after loading employee information into PeopleSoft
from an external system or when needing to verify an individual employee
primary information
Build Primary Job information for one or more employees
Rebuild Primary Job FlagsCreate Audit Report
PlanRewards
Measure Reward Effectiveness
Analyze Total Compensation
Manage Benefits Enrollment
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 166
PeopleSoft Enterprise Change Benefits Retroactively
Compensation Manager
Benefits Administrator
ErrorMessages
Calculations
Totals
Measure Reward Effectiveness
Review calculation totals for individual employees
Retro Benefit/Ded Calc Summary
Review calculation error messages
Retro Benefit/Ded Messages
Note: Changes made to an individual employee's HR, benefits and payroll records automatically generate an individual retroactive benefit/deduction request. when
appropriate
Determine the original benefit/deduction calculated using
payroll history and the correct calculation for the appropriate
pay period end dateCalculate Retroactive Ben/
Deds
Review retro benefit/deduction request
information by employee Delete Retro Ded
Requests
Retroactive Benefits/Deduction Reports
Retro Ben/Ded Request SummaryRetro Ben/Ded Calculations
Retro Benefit/Ded TerminationsRetro Ben/Ded Load SummaryRetro Benefit/Ded Load Audit
Create a retroactive benefit/deduction request
Process Mass Retro Deductions
PlanRewards
Review and delete duplicate retro pay
requests, if necessaryRetro Ben/Ded Request
Summary
Provide retroactive benefit/deduction calculations to PeopleSoft Payroll for processing in the next payroll cycle
Load Retro Deds to Paysheets
Decideif wish toreview?
Review calculations for individual employees and update deduction
amounts, if neededUpdate Retro Ded Calc Results
Manage Benefits Enrollment
Analyze Total Compensation
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 167
PeopleSoft Enterprise Manage Company Cars
Compensation Manager
Benefits Administrator
YesManage Benefits Enrollment
Provide car benefits for UK?
Identify type of company car benefit, the type of car
assigned and the dates of useSelect Type of Benefits
Assign Type of Car/Dates
Measure Reward Effectiveness
Create UK P11D Information
Verify P11D InformationCalculate P11D
InformationPrint P11D Information
Plan Rewards
No
Analyze Total Compensation
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 168
PeopleSoft Enterprise Manage Flexible Spending Accounts - Canada
Compensation Manager
Benefits Administrator
Employee
Yes
No
Year-to-DateActivity
Payment
Claim
Check
Claim
Yes
No
Review?
Review claim information?
Reverse checks or claims?
Create or update claims?
Receive service and provide FSA claim
information
Review claim detail information for employee
CAN FSA Claim Details
Update claim information before granting approval or providing
payment CANModify Health Care Claim
Modify Retiremnt Counsel Claim
Identify the groupings used to segregate the
employee population for automated FSA processing CANFSA Run Table
Determine claim amounts to pay, deny, or pend, calculate
and create FSA claim payment, and issue cheques
for each account CANCalculate Claim Payment
Manage Benefits Enrollment
Review year-to-date information for an employee
CAN Year-to-Date Activity
Review specific account activity details
Flexible Spending Accounts
Review a summary of account activity including pledge amount, balance,
claims, and paymentsFlexible Spending Accounts
Create claims for services rendered to FSA participants
CANCreate Health Care Claim
Create Retiremnt Counsel Claim Close and report all FSA accounts for
current calendar year CAN
Close and Summarize Accounts
Create a cheques register for each benefit plan year, sorted according to benefits program
and account type CANPrint Cheque Register
Define run control for the payment
processing cycle CANSpecify Processing
Parameters
Create and print quarterly statement for FSA participants who have had activity in one of their spending accounts during
the current quarter CAN Quarterly Account Statements
Reverse a claim or a
check?
Print cheques for all the claims with a
Status of "Pay this Run" and update the
claim payment to "Paid" CAN
Print Cheques
Review payment detail information for employee
CAN FSA Payment Details
Reverse FSA payment cheques that were created in error CAN
Reverse Cheques in Error
Review FSA payment details or history
Flexible Spending Accounts
Review claim statusFlexible Spending
Accounts
Reverse checks associated with an erroneously entered claim and back out the claim itself
CAN Cancel Claim/Reverse Cheque
Plan Rewards
Measure Reward Effectiveness
Create
Update
Analyze Total Compensation
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 169
PeopleSoft Enterprise Manage Flexible Spending Accounts - USA
Compensation Manager
Benefits Administrator
Employee
Yes
No
Year-to-DateActivity
Payment
Claim
Check
Claim
Yes
Plan Rewards
Review payment detail information for employee
FSA Payment Details
Reverse a claim or a
check?
Update claim information before granting approval or providing
paymentModify FSA Claims
Create a check register for each benefit plan year, sorted according to benefits program
and account typePrint Check Register
Reverse checks associated with an erroneously entered claim and back out the claim
itself Cancel Claim/Reverse Check
Measure Reward Effectiveness
Define run control for the payment
processing cycleSpecify Processing
Parameters
Close and report all FSA accounts for
current calendar year Close and Summarize
Accounts
Review claim detail information for employee
FSA Claim Details
Create claims for services rendered to FSA participants
Create FSA Claims
Create and print quarterly statement for FSA participants who have had activity in one of their spending accounts during
the current quarterQuarterly Account Statements
Review specific account activity details
Flexible Spending Accounts
Review a summary of account activity including pledge amount, balance,
claims, and paymentsFlexible Spending Accounts
Review FSA payment details or history
Flexible Spending Accounts
Print checks for all the claims with a Status of
"Pay this Run" and update the claim
payment to "Paid" Print Checks
Identify the groupings used to segregate the
employee population for automated FSA
processingFSA Run Table
Reverse FSA payment checks that were created in error Reverse Checks in Error
Create or update claims?
Receive service and provide FSA claim
information
Review?
Review claim information?
Review claim statusFlexible Spending
Accounts
Review year-to-date information for an employee
Year-to-Date Activity
Determine claim amounts to pay, deny, or pend, calculate
and create FSA claim payment, and issue checks
for each account Calculate Claim Payment
Reverse checks or claims?
Manage Benefits Enrollment
Create
Update
No
Analyze Total Compensation
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 170
PeopleSoft Enterprise Monitor Benefits Compliance
Compensation Manager
Benefits Administrator Yes
Section 415 Compliance
Section 415 Noncompliance
PerformSection 415
Testing
PerformNDT
Section 401
Individual
Section 129
Calculate Extensions
Update Limits
Monitor Savings Plan Extensions
401
129
Review individual or group
results ?
Calculate special limits and extensions for 403 (b) plan
contributionsCalculate 403(b) Extensions
Review 403(b) Process Messages
Perform the 401(m) NDT using the total eligible
earnings for employees401(m)
Nondiscrimination Test
Decide if need to?
Identify the special accumulator, the company
and pay groups to be included in the test
Define Test Information
Request the Section 401 test to identify the number of
HCE's in the organizationIdentify Highly Comp
Employees
Identify the contributions to roll over from one savings
plan to another when section 415 or YTD limits
are met Savings Plans
Perform the NDT 129 Eligible Cross
section testEligible Cross Section Test
PlanRewards
Identify information that controls testing for
dependent care reimbursement accountsDefine Test Information
Review nondiscrimination test results for all employees
in the Section 129 testsReview Test Results129 Testing Report
Decide if need to?
Performtests for Section
401 or 129plans?
Direct rollover contributions?
Perform the NDT concentration test
Concentration Test
Review eligibility for special limit extensions, record participant
election of extensions or adjust contribution and earnings history
Savings Management
Manage Benefits Enrollment
Review nondiscrimination test results for all employees
in the 401(k) and 401(m) tests
Review Test Results401 Testing Report
Perform the 401(k) NDT using the total eligible
earnings for employees401(k) Nondiscrimination
Test
Type of information to
review?
Perform the NDT 129 55% average
benefits test55% Average Benefits Tests
Identify employee standings in regards to Section 415 limits and
create report Section 415 Compliance
Request the Section 129 test to identify the number of HCE's in the organization
Identify Highly Comp Employees
Identify all employees who have exceeded 415 limits
Section 415 Noncompliance
Identify and update savings plan contribution limit extensions for
eligible employees age 50 or moreIdentify Age-50 Extensions
Review savings plan election information to see if an employee is marked as "highly compensated"
Savings Plans
Measure Reward Effectiveness
Analyze Total Compensation
Copyright © 2010, Oracle and/or its affiliates. All rights reserved.171
PeopleSoft Enterprise Manage Benefits Enrollment
Benefits Administrator
Employee
Elect Benefits
Review Current Benefit Enrollment
Manage Benefits
Initiate Benefit Enrollment Events
Provide COBRA Benefits
Change or Enroll Employees in
Benefits
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 172
PeopleSoft Enterprise Change or Enroll Employees in Benefits
Employee
BenefitsAdministrator
Identify Court Orders
or Riders
Assign Final Check USF
Record Comments
Review Payroll Interface
Calculations
Review NA PayrollDeductions
Adjust Deductions
Yes
No
Identify dependent/beneficiary
comments, the date the comments were recorded, and the
authorRecord Dep/Ben
Comments
Identify dependent/beneficiary who have court orders or riders
affecting benefits coverageUpdate Dependent/Beneficiary
Provide enrollments to eBenX
EIP: Supplier-Carrier Interface
Enroll employee in benefits plansHealth Benefits
Life and AD/D BenefitsAssign FEGLI Beneficiaries (USF)
Disability BenefitsSavings Plans
Savings ManagementSpending Accounts
Simple BenefitsTSP Agency Basic (USF)
TSP Investment Allocations (USF)Leave Plans
Leave Plans - CAN/INTLRetirement Plans
USA-Pension PlansCAN-Pension PlansVacation Benefits
Benefit Program (NLD)Health Benefits (NLD)Pension Plans (NLD)
Create Benefits ReportsHIPAA
Benefit Contribution RegisterCAN-Contribution Register
PI Benefit Deductions RegisterSavings Invest Distribution Health Plan Participants
Life Insurance ParticipantsSavings Investment Distributn
Supplier = eBenx
Decide if need to?
Submit enrollments for
USF?
Review personnel administration information, and employee
personal information for benefits eligibility
Review HR/Job/Payroll DataMaintain Certifications
Employee Data Summary (NLD)
Identify enrollment information by plan type and provider identification and create the carrier interface reports
FEHB Carrier Interface (USF)FEHB Clearinghouse Interface
Review FEHB Interface History (USF)FEHB Reconciliation Report (USF)
Identify effective date and specific benefit programAssign to Benefit
Program
Review all dependent/beneficiary information that
exists for an employee Review Dep/Ben Summary
Review ABBRs Update ABBRs
Benefits Personal Data Dependent/Beneficiary
Summary (NLD)
Override deduction frequency and arrears amounts for individual
employeesSet Max Arrears/Frequency Ovrd
Manually change an employee's
primary job indicator, the included for
eligibility flag, and the include for deductions flag Maintain Flags
Review calculation information for all the selected employee's benefit
plansBenefits Summary (w/PI Dedns)
Benefits Deduction Summary (NLD)
Identify dependent/beneficiary name, address, detailed personal info and
specify employee relationship
Update Dependent/Beneficiary
Dependent InformationAssign FEGLI BeneficiariesDependent/Beneficiary Data
(NLD)
Identify potential employee data error conditions
related to benefitsBase Benefit Consistency
AuditCourt Ordered Coverage
Audit
Determine which of the employee's dependents or
beneficiaries will receive the employee's final check in the event that the employee dies
Assign Final Check Beneficiary
Review Current Benefit Enrollment
Action?
Identify enrollment information by plan type and provider identification
and create the carrier interface reports
Refresh Benefit SnapshotCreate HIPAA EDI 834 File Create Health File
Create Life/ADD FileCreate Disability FileCreate Savings File
Review Snapshot InformationReview Interface Run History
Snapshot Premium ReportReview deduction details for all an employee's benefits plans
Benefits Summary (w/Pay Dedns)Benefits Summary (NLD)
Distribute benefits enrollment information to
benefits providersTransmit Enrollments to
eBenX
Manage Benefits
Maintain Personnel Records
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 173
PeopleSoft Enterprise Elect Benefits
Employee
BenefitsAdministrator
Receive notification of enrollment event or
enrollment exception requiring employee action
Initiate Benefit Enrollment Events
Retrieve Personalized Benefit and Policy Information
Auth Browser Comp HomeAuth Auth Search Comp (Hidden)
Auth Return Comp Home
Search for health care providers using GeoAccess
EIP: GA_PRV_SRCHEIP: GAPRV_CODE
Review and edit information about dependents and beneficiaries
Dependent/Beneficiary CoverageDependent/Beneficiary Data
Add/Review Dep/Ben Dependent/Beneficiary Info
Supplier = GeoAccess
Supplier: Authoria
Make additional plan elections:Life Insurance Plans:2x Plans
Insurance Plan Detail 2xDisability Plans: 3x 5x 7x Plans
Savings Plans:4x PlansFlexible Spending Plans:6x Plans
Pension Plans:8x PlansVacation Buy/Sell:9x Plans
View Eligible Enrollments
Benefits EnrollmentEnrollment Information
Submit benefit plan elections
Confirm benefit plan elections
Confirm
Make health care plan elections:
1x Plans
Select enrollment event and review eligible plans
Benefits Enrollment
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 174
PeopleSoft Enterprise Initiate Benefit Enrollment Events
Employee
BenefitsAdministrator
Results by schedule
Results by Participant
Results for Passive Events
Eligibility
Events and Schedules
Job Related Data
Events
Elections
EmployeeEnrollmentInformation
Print Enrollment Forms for New
Participants
Record Election Choices
Finalize Enrollments
IndividualEvent Needing
Immediate Processing
Open Enrollment or Scheduled
Enrollment Event(Batch Processing)
Validate Elections
Yes
NoInitiate Enrollment
Verify Eligibility
Review events that have been flagged as being out of sequence, disconnected
or impacted by data changes
Report On Flagged Items
Revise employee election choices to resolve election issuesPerform Election Entry
Dep/Beneficiary Election Rpt
Need to adjust?
Print a confirmation statement for the
participant On-Demand Event
Maintenance
Action required? Verify that all participants have
responded to open enrollment or event maintenance and identify those who have not responded
Find Non-RespondentsBenefits Workflow Notification
Missing Elections Rpt
Review status of in-process historical events and update processing flags as
neededUpdate Processing
Controls
Decide if need to?
Identify out-of-sequence or impacted events and open or close events as needed to adjust processing order
Update Event Status
Review employee status, pay group, department,
hours, gender, national ID and marital status
Review HR/Job/Payroll Data
Automated benefits
processing needed?
Elect Benefits
Identify schedule to be processes (Open Enrollment, Event Maintenance, or Snapshot) the event maintenance mode, and select or
deselect eligibility debugging optionRun Automated Event Processing
Review unprocessed activity records awaiting
processing, insert manual events, or delete unprocessed activitiesReview BAS Activity
Load elections to Base Benefits tables, and credits
to Additional Pay Tables close Open Enrollment
eventRun Automated Event
Processing
Reprocess the event to a previous stage of the Benefits Administration
Process On-Demand Event
Maintenance
Print or reprint the confirmation statement for the
selected participant(s)Print Confirmation StatementsReprint Selected Statements
Print Mailing Labels
Schedule the activity as a participant event and assign the event to a
benefit program On-Demand Event
Maintenance
Assess plan and option-level eligibility based on program's eligibility rules,
prepare eligible options according to event rules and calculate costs and creditsRun Automated Event Processing
Review individual participant status
within the scheduleEmployee Process
Status Rpt
Validate election choices, apply cross plan validations, assign defaults, to options in error,
calculate costs as needed and allocate credits
Run Automated Event Processing
Search participant records and review events for specific
issuesUpdate Processing
Controls
Manually change an employee's primary job indicator, the include for eligibility flag, and the
include for deductions flagMaintain Flags
Identify dependent and beneficiary information and
enroll dependents or beneficiaries in a particular
plan typePerform Election Entry
Review?
Review the event status, event processing, and
eligibility information for a selected participant and
eventEmployee Event Detail
Provide COBRA BenefitsType of
processing needed?
Locate all participant events that qualify for termination yet have not yet been manually
terminatedFind Terminations to Finalize
Benefits Workflow Notification
Review eligibility reportsEligible Participants Rpt
Ineligible Participants Rpt
Prepare benefit options and
election defaults On-Demand Event
Maintenance
Update event status and
processing flagsUpdate Event
Status
Review the benefits, plans, coverage, etc.
for a specific participant
Current Benefits Summary
Print enrollment forms showing participant's current elections, eligible options, associated cost and credits , dependents/
beneficiaries, and savings investments - reprint if needed; update status to "notified"
Print Enrollment StatementsReprint Selected Statements
Print Mailing Labels
Identify unprocessed activity record awaiting
benefits processing On-Demand Event
Maintenance
Record participant election choices
On-Demand Event Maintenance
Identify a participant and record benefit plan
option election information
Perform Election Entry
Notify employee of need for corrections and update enrollment information
Review issues involving?
Review passive event processing results
Passive Event History
Review summary processing information
by scheduleSchedule Summary
ManageBenefits
Update status to "elections
entered"Perform
Election Entry
Prepare an enrollment
statement for the participant
On-Demand Event Maintenance
Review detailed eligibility processing results by eligibility
rule for each participantReview Eligibility Results
Validate and load option elections to the benefit tables for the
participant On-Demand Event
Maintenance
Review information about the errors that occurred
during processingProcessing MessagesInvalid Elections Rpt
Review Current Benefit Enrollment
Deployment Deployment
Present certificate to self-service user
Enrollment Certificate
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 175
PeopleSoft Enterprise Provide COBRA Benefits
Benefits Administrator
Yes
No
Review
Reprocess,Adjust, or
Void
End DateReached
ParticipantElection
HealthBenefits
BenefitProgram
Participation
FSABenefits
Dependent
NonEmployee
Track Dependent andNon-Employee Info
No
Yes
AutomatedEnrollment
Manual Enrollment
Enroll Participants
Create Open Enrollment Forms
Terminate COBRAParticipants
Yes
No
No
Review COBRA processing messages
Review Processing Messages
Identify a new dependent name, address, or personal informationModify Dependent/Beneficiaries
Create termination letters for all participants whose
coverage is about to expireCreate Termination Letter
Validate election choices and enroll participants in COBRA
benefit plansQualify Event/Proc Enrollment
Provide letters to employees and
dependents
Coverage end date reached or participant triggered
termination?
Initiate Benefit Enrollment Events Identify COBRA health
benefit election information and dependents of a
COBRA participant to be enrolled in elected
health plansHealth Benefits
Enroll validated and enrolled COBRA participants into Benefits Billing for elected plan types; provide COBRA
surcharges and coverage datesQualify Event/Proc Enrollment
Decide to enroll using..
Identify COBRA benefit program
participation information
Assign to Benefit Program Provide COBRA
enrollment information to Benefits Billing
COBOL Process
Decide if need to track
Receive continuation coverage election
forms from COBRA participants
Action?
Review information about the COBRA event and the qualified
COBRA beneficiaries affected by the event
Review Event SummaryEvent Summary Report
Audit ReportError Report
Note: Participants enrolled manually do not participate in any automated processing, including secondary events
Need to review and/or
update?
Create COBRA enrollment report
Enrollment Report
Create or review COBRA event triggers associated with individual
employee benefits or personal data changes
Review COBRA Triggers
Identify FSA benefit enrollment
information FSA Benefits
Decide if need to...
Terminate COBRA coverage, identify reason for termination, provide benefits billing system with updated
information Terminate Participant
Establish employee's dependent as a COBRA non-employee prior
to enrolling dependent into manual COBRA coverage
Create COBRA Non-Employee
Reprint letters if needed
Reprint Selected Letters
Identify information to adjust, reprocess, or void a COBRA event
Update Event Status
Create Open Enrollment forms for COBRA participants that detail the current year
COBRA enrollment information and provides participants the room to designate
election and dependent changesCreate Open Enrollment Letter
Identify participant's name, address, and personal, and
security information Modify Personal Information
Decideparticipant information
is for
Record COBRA election, waiver, or re-election
information Participant Elections
Enroll employee or COBRA non-employee
into COBRA health benefits
Select Health Benefits
Review error messages created
during COBRA processing
Review Processing Messages
Track COBRA Benefit Plan Information
Identify qualified initial and secondary events and beneficiaries, assign beneficiaries to benefit program, determine plan types, length of
coverage, and COBRA options, and calculate COBRA costs for each
eligible optionQualify Event/Proc Enrollment
Review/update?
Decide if need to create, or review pending
COBRA event triggers
Note: COBRA events are triggered by Human Resource
personal actions , employee data changes, or changes to
employee benefits
Create secondary notification letter and change participant's status to "notified",
print and date qualifying event and provide notification to participants how long their
COBRA coverage will be extendedCreate Secondary Letter
Assign employee or COBRA non-employee to a benefit
program for COBRA coverageAssign Benefit Program
Create initial notification letter and change participant's status to "notified", print and
date the qualifying eventCreate Initial LetterNotification Letters
ManageBenefits
Create unavailability letter for ineligible COBRA
participantsCreate Unavailability Letter
Create Unavailability Letter
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 176
PeopleSoft Enterprise Review Current Benefit Enrollment
Employee
BenefitsAdministrator
Savings Plan
Health Care
Insurance
Add/Update Dependents
FSA
Children
Spouse
Events
Review/Update Life Insurance Beneficiaries
Insurance Beneficiary SummaryChange Beneficiary Allocations
Review Dependent and Beneficiary InformationHealth Care Dependent
SummaryDependent/Beneficiary
Coverage
Review Health Care Plan InformationHealth Care Summary
Health PlansHealth Care Dependent SummaryDependent/Beneficiary Coverage
Review Savings Plan InformationSavings Summary
Savings Plan DetailSavings Beneficiary SummarySavings Contribution Summary
Supplier = Authoria
Review/update savings fund or beneficiary allocations and
contribution amountsView Savings Allocations
Change Savings Allocations
Review Summary of Benefits
Benefits SummaryDependent/Beneficiary Summary
Initiate a life event to record the birth or adoption of your child and/or review the effect of this life
event on your benefits and payroll tax information
Birth/AdoptionBirth Pages
Birth/Adoption Finish Birth/Adoption Start
View/update?
Add/Update personal information for dependents
Dependent/Beneficiary DataDependent/Beneficiary CoverageDependent/Beneficiary Summary
Review insurance plan information Insurance Summary
Insurance Plan Detail 2X (Life)Insurance Plan Detail 3x (ADD)
Initiate a life event to record your marriage and/or review and update relevant benefits and
payroll informationMarriage
Marriage Start Marriage Finish
Flexible Spending AccountsFlexible Spending Accounts
Retrieve Personalized Benefit and Policy Information
Auth Browser Comp HomeAuth Search Comp-Hidden Auth Return Comp Home
GeoAccess Provider Search
Change or Enroll Employees in
Benefits
Initiate Benefit Enrollment Events
Review event maintenanceOnDemand EM
Calculate estimate of pension benefits
Pension Estimates
PensionEstimates
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 177
PeopleSoft Enterprise Manage Stock Plans
Stock Administrator
Line Manager
Compensation Manager
Plan Rewards
Measure Reward Effectiveness
Award Performance
Incentives
Manage Stock Options
Manage Employee Stock Purchase
Plans
Track Daily Stock Prices and Calculate Balances
Analyze Total Compensation
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 178
PeopleSoft Enterprise Track Daily Stock Prices and Calculate Balances
Stock Administrator
Compensation Manager
Calculate and review stock option balances
Option Plan
Manage Stock Options
Manage Employee Stock Purchase
Plans
Plan Rewards
Track Daily Stock PricesMaintain Daily PricesDaily Prices Report
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 179
PeopleSoft Enterprise Manage Employee Stock Purchase Plans
Employee
Stock Administrator
Compensation Manager
Manual
Automated
Yes
AdministerStock
PurchasePlans
Value Stock Purchases
No
Yes Automated
Manual
No
Yes
Automated
Manually
No
Yes
No
No
No
Yes
No
Yes
Verify StockPlan
ParticipantInformation
Yes
Need to administer?
Define purchase information for a
specific plan, period and offering
Stock PurchaseUnconfirm purchase?
Create report to identify missing valuation
recordsValuation Audit Report
Review processing resultsReview Messages
Calculate final number of shares which may be
purchased by participants based on contributions
and purchase priceProcess Stock Purchase
Contributions are gathered from PeopleSoft Payroll for North
America
Request stock purchase processing
Process Stock Purchase
Integration (AE) with PeopleSoft Payroll for North
America Provide ordinary income
Survey to determine if transaction is a disposition or a
transferSurveys
Note. The system must have a valuation for all grants issued after the SFAS 123 disclosure date that is noted on the
Stock Table page. Any grants that do not have a valuation record, are reported on the Valuation Audit report.
Confirm Stock PurchaseConfirm Stock Purchase
Method to process
dispositions?
Review Purchase ResultsReview Participant Summary
Review Messages
Measure Reward Effectiveness
Integration (AE) with PeopleSoft Payroll for North
America Provide information on
contributions to be refunded
Contributions need adjustment
Review purchase reportsStock Activity Summary
Purchase Summary
Unconfirm Stock Purchase
Unconfirm Stock Purchase
Create or update participant's enrollment information
Review Purchase Participation
Review processing errorsMessages Report
Create Query Reporting Table
Identify contributions to
refundSelect RefundsReview Refunds
Verify holding period and determine if the disposition is or
is not qualifiedDispositions
Change brokerage choice for a group of participants
Update Mass IssuanceReview Mass Issuance Messages
Calculate purchase expense for specific periods
FAS 123 Purchase Expense
Create refund reportsRefund/Carry Forward
Refunds to PayrollRefunds to Payroll Reversals
Create or modify issuance and registration instructions for
individual participantsMaintain Issuance Instructions
Review currency conversions
Currency Conversion
Review or update enrollment information
Review Purchase ParticipationTrack Daily Stock Prices and Calculate Balances
Review and calculate the various prices associated with
a stock purchaseDetermine Purchase Price
Review the status of refunded contributions
Review Refunds
Identify participants without stock purchases
Participants w/o Purchase
Review information about disposition
reconciliationsDisposition
Reconciliation
Reverse participant's previously processed refund Reverse Refunds
Review the results of a participant's purchase after
calculationReview Participant Summary
Purchase Summary
Create purchase receipts
Purchase Receipts
Provide refunds?
Designate individuals subject to SEC Section16 reporting and
Regulation S-K proxy Maintain Insiders
Identify errors sent to payroll that must be reversed
Dispostns to Payroll Reversals
Review and adjust contributions Review Contributions
Review Residual ContributionsContributions
Report Stock Sales
Create Stock Purchase Plan ReportsPlan Summary
Purchase Limit SummaryStock Activity Details
Stock Activity SummaryIncome/Taxes
Income/Taxes Reversals
Provide stock issuance instructions
Issuance Instructions
Request stock purchase processing to convert the foreign contributions into
the stock currencyProcess Stock Purchase
Enroll manually or
adjust?
Review participant contributions Review Residual Contributions
Review Contributions
Need to review?
Integration (AE) with PeopleSoft Payroll for North
America Provide disposition
information
Identify participant contributions that are not provided automatically through PeopleSoft NA
PayrollCreate Manual Contributions
Review contributions?
Request stock purchase processing (gather contributions only)
Process Stock Purchase
Reverse refunded contributions
Process dispositions in batch process
Process Dispositions-Batch Up
Provide dispositions to payroll for W-2
reportable incomeDispositions to Payroll
Calculate various prices associated with a stock
purchaseProcess Stock Purchase
Method to calculate price?
Confirm a purchase then record a participant's
stock salesDispositions
View employee personal profile information
Review Personal Profile
Method to collect
contribution info?
Calculate actual contributions for a stock offering
Estimate Contributions Report
Create refund information for the
selected contributionsProcess Refunds
View stock purchase information
Stock Purchase Activity
Process mass updates? Review a statement
summary of dispositionsDisposition Receipts
Create reports for Transfer Agent and
BrokerBroker DepositsTransfer Agent
Instructions
Launch Black-Scholes model to calculate fair
value per shareCreate Offering ValuationOffering Valuation Report
Provide a disposition reported through the self-service module
to payroll Confirm Self-Service Dispostns
Review or adjust?
Yes
NoReview purchasing results, the offering periods for a
selected stock ID, stock plan and their related purchase
periodsReview Offering Periods
Analyze Total Compensation
Correct errors
Issue shares in stock certificate,
deposit with broker, or hold in
escrow until restrictions are
met
Receive information about dispositions from plan participants,
transfer agents, or brokers
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 180
PeopleSoft Enterprise Manage Stock Options
Compensation Manager
Stock Administrator
Line Manager
Optionee
Grants
Stock Actions Resulting from
Employee Status Changes
Option Reprice
Option Repurchase
FAS 123 Compliance
No
Yes
Yes
No
Manually
VariableCompensation
Yes
No
No
Yes
Yes
No
Repurchase Stock
Create Reports
Reverse the Stock Action
Yes
No
YesNo
Yes
No
Yes
Request to exercise options
Create reports for the transfer agent
Broker DepositsBroker InvoicesTransfer Agent
Instructions
Link the stock to be valued, the valuation method, and the
Estimate ID that represents the volatility, interest rate, and
dividend rate, and the volatility type for the current period
Valuation Table
Specify how the transfer agent is to issue
exercised shares and specify the legends to display on issuance
instructionsExercise Options
Decide if creating grants
using?
Request stock action processing
Process Stock Action-Work List
Review or update option
groups?
Issue the shares in a stock certificate,
electronically deposit them with a
stock broker, or hold in escrow until the option meets
restrictions, such as vesting
Identify certificate information, brokerage instructions , escrow
information or registration and address information
Exercise Options
Review stock action resultsReview Stock
Action Messages
Stock Options
Create reports for the Transfer Agent and
BrokerTransfer Agent
InstructionsBroker DepositsBroker Invoices
Method to process
dispositions?
Create a vesting schedule and validate
ISO limitsMaintain Grants
Specify the Stock ID, Valuation ID, and
expected life years for the grants you wish to value
and perform stock option valuation
Process Grant Valuation
Reverse a valuation?
Stock options restricted and to
be released when vested?
Errors exist that require correction?
Identify expected
dividend yield
Integration (AE) with PeopleSoft Payroll for North
America Provide ordinary income for disqualifying dispositions for
inclusion on W-2
Process dispositions in batch process
Process Dispositions-Batch Up
Provide payment instructions and
details to Accounts Payable
Integration (AE) with PeopleSoft Payroll for North
America Provide disposition
information
Review historical volatility of a stock to assist in
determining the expected volatility for the future
Expected Volatility Report
Receive information about dispositions from
optionees, transfer agents or brokers
Record fees and commissions that the optionee pays to sell
exercised sharesExercise Options
View employee personal profile information
Review Personal ProfileAdd a Person
Modify a Person
View stock reprice information
Repricing Report
Review grant processingReview Grant MessagesVariable Comp Message
Report
Integration with PeopleSoft Payroll for North America
Adjust grants?Change the brokerage choice for a
group of participantsUpdate Mass Issuance
Review Mass Issuance Messages
Specify the Stock ID, and Select the grants for which
you want to reverse the valuation process
Reverse Grant Valuation
Create report providing detailed information about a disqualified disposition for
optionee to use with income reported on W-2 form Disposition Receipts
No
Provide grant data to variable
compensation planEIP (AM): GRANT
DATA
Reprocess
Receive approved VC stock awards
EIP (AM): AWARD_DATA
Review information on shares to eligible
for repurchaseSubject to
Repurchase
Instruct the escrow agent to release restricted shares from the escrow account and return them to the transfer agent for
re-issuance; instruct the transfer agent to reissue the shares released from escrow
Record payments made to the company on releases and view outstanding balances
Release Options
Identify participants' elections to be
included or excluded in the stock repricing
Participation
Verify that the grants to exercise are active and
not pendingExercise OptionsExercises-Hidden
Create option groups and define the criteria for selecting options for the option group Define Option Group
View the existing release transactions for the grant and identify/
update basic parameters of a release
of restricted sharesRelease OptionsReleases-Hidden
Provide report of all W-2 income generated from
disqualifying dispositions not reported through PeopleSoft Payroll for North America to
the Payroll AdministratorISO DD to Payroll
Create stock option reports?
Optionee filed an 83(b)
election at the time of exercise?
Review, by optionee, the amount of the $110,110 ISO limit used each year for every ISO grant and the remaining available value for each year
ISO Limit
Provide release receiptsRelease Receipts
Determine participants' eligibility for
repricing Determine Eligibility
Create receipt for optioneeRepurchase
Receipts
Reprice stock optionsDefine Stock
Repricing
Calculate the taxes related to the exercise manually or
by utilizing integrated processes with NA Payroll
Exercise Options
Identify the number of shares exercised and the methods for calculating the costs and taxes due based on the exercise
date Exercise Options
Review the options that meet the selection
criteria, make adjustments and/or
finalizeDefine Option Group
Identify the records and fields that are available to users when creating and
viewing option groups Option Group Security
Record payments made to the company on the
exercise and view outstanding balances
Exercise Options
Review summary or exercise and release transaction
information, identify disqualifying dispositions
Maintain DispositionsRelease Disposition Exercise Disposition
Decide if need to administer
INTEGRATION NOTE: Ordinary income can be sent from dispositions to the Load/Reset Paysheet
transaction record (PSHUP_TXN) in Payroll for North America by clicking the Update Payroll button on the Exercise Disposition or Release Disposition page in
Stock Administration
Identify the grant number in order to review repurchase
transactionsRepurchase OptionsRepurchases-Hidden
Print reprice Election forms and send to plan
participants for their acceptance
Create Reprice Election Forms
Report Stock Sales
Provide options exercise receipts
Exercise Receipts
Reprice grants according to
specified criteriaProcess Repricing
Identify general information about grant such as status, date, shares
granted, reason, and priceMaintain Grants
Reverse repricingReverse Repricing
Identify risk-free interest
rate
Review reprice processing
resultsReview Reprice
Messages
Calculate the total cost due to the company for the exercised shares and
related taxes and record swap and trade information
Exercise Options
Identify certificate information, brokerage
instructions, escrow information/registration and address information
Release Options
Specify expected rates for volatility, risk-free interest, and expected dividends for use by the Black-Scholes
pricing model and update for values for current period
Estimate Table
Using automated process through worklist?
Integration Note: Calculate the taxes by integrating with PeopleSoft Payroll for North America, using the stock tax tables, or
entering taxes manually. If you use PeopleSoft Payroll for North America, you can send the tax information to that system. To
reverse a payroll transaction that you sent, void the exercise and send the information to payroll as a reversal
Review the future vest dates for restricted exercises to determine when restricted shares can be released
Restricted Vesting Forecast
View stock option information
Stock Option Summary
Stock Option Activity
Track Daily Stock Prices and
Calculate Balances
Review the valuation results for a particular employee and grant
Maintain GrantsGrant Valuation Report
Adjust granted options
Modify Grants
Record fees and view net proceeds that the
optionee receives for a Same Day Sale or Sell
to Cover Release Release Options
Identify repurchase information including status, date, and number of shares
Repurchase Options
Measure Reward Effectiveness
Create reportsFAS 123 Option
Expense
Provide a disposition reported through the self-service module to payroll
Confirm Self-Service Dispostn
Integration with PeopleSoft Payroll for North America
Action?
Adjust stock actionsProcess Stock Action-Manual
Receive notification of
stock option grant
Request to sell or transfer
stock
Provide report of all voided disqualifying dispositions for which W-2 income that was
calculated was sent to payroll
ISO DD to Payroll Reversals
Award grants to optioneesReview Unprocessed VC
AwardsCreate VC Grants
Review repricing messages
Review Reprice Messages
Verify that daily prices are current
Maintain Daily PricesDaily Prices Report
Designate individuals subject to SEC Section16 reporting and Regulation S-K
proxy requirementsMaintain Insiders
Receive notification of employee HR status change, such as a
termination or return from leave of absence, and
need to incorporate changes with stock plan
participationWORKFLOW
Correct reprice errors
Calculate weighted average expected remaining life for
outstanding shares of option and derive expected term input for
Black-Scholes modelExpected Life Years Analysis
Process mass updates?
Calculate the taxes related to the release manually or
by utilizing integrated processes with NA Payroll
Release Options
Receive notification to reacquire shares from restricted exercises due to a termination,
prior to vesting
Identify missing valuation records for
stock options Valuation Audit
Report
Provide stock issuance instructionsIssuance Instructions
Create or modify issuance and registration instructions for
individual participantsMaintain Issuance Instructions
Identify tax due to the company if the optionee did not pay taxes at the
time of exercise and record trade information
Release Options
Award Performance
Incentives
Review employee stock options
Employee Stock Option Summ
Automated
Manual
Verify Stock PlanParticipation
Repurchase Stock
Grant transactionsShares Granted
Shares ExercisedShares CancelledShares Released
Shares Repurchased
RegulatoryPlan Summary
Common TransactionsPotential Diluted
Disclosure SummaryOutstand/Exercisable By
Price
Stock Activity Stock Activity Summary
Stock Activity Details
ReconciliationIncome/Taxes
Income/Taxes ReversalsISO DD to Acctg/Tax
ExpenseVariable Accounting
AccrualAPB 25 Expense
Analyze Total Compensation
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 181
PeopleSoft Enterprise Manage Pension
Pension Administrator
Compensation Manager
Plan Rewards Measure Reward Effectiveness
Review Employee and Plan
Information
Provide Estimates for Service Buy
Back
Determine Current Pension Benefits
Track Domestic Relations Orders
Update Pension Data for Rehired
or Deceased Participants
Create and Distribute Payment
Information
Create Pension Regulatory Information
Analyze Total Compensation
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 182
PeopleSoft Enterprise Review Employee and Plan Information
Pension Administrator
Compensation Manager
Employee Personal Info
Benefits
Non-SpouseBeneficiaries
PrimaryJob
Balances
Status
History
Review/UpdateParticipant
Plan Information
Review dates, payments, and totals for benefit plan
Review Balances and Totals
Review chronological history of the
employee's salaried/hourly status
Review Job History
Employee Job Info
Review employee's address and phone
number Review Employee
Information
Review or update?
Review address , phone number, and personal info for each of the employee's
dependents and beneficiaries
Review Employee Information
PlanRewards
Review complete history of the employee's
compensation rate and employee type
Review Job History
Review employee's work history, current
job data, personal data and pay data
Review Employee Information
Identify benefit plan, participation, employee minimum benefits, and
startup values Update Employee Plan Data
Identify non-spouse beneficiaries
Plan Beneficiaries
Measure Reward Effectiveness
Override primary jobOverride Primary Job
Review and/or update dependent/beneficiary name,
address, and personal information
Update Dependent/Beneficiary
Review pension status and plan dates, eligibility, balance, and participation history, service dates, and account details
Review Plan History
Review employee pension status history or make manual changes to the
pension statusIdentify Pension Status
Review employee's action and reason
history to verify termination or
retirement Review Job History
Action?
Analyze Total Compensation
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 183
PeopleSoft Enterprise Provide Estimates for Service Buy Back
Pension Administrator
Compensation Manager
No
Yes
No
Identify the plan and plan-specific
information on ages, dates, and
overrides Define Calculation
Review processing information for a
specific calculationReview Calculations
Adjust service credit values or other
numerical values for estimate
Define Calculation
Manage Benefits Enrollment
Yes
Adjust individual calculations?
Measure Reward Effectiveness
Create additional estimates?
Determine or verify plan eligibility and participation history, update service, update pension statues
and plan datesRequest ProcessReview Process
Receive employee decision and adjust service and
update account balances for those employees who
buy back serviceUpdate Employee Plan
Data
Calculate pension according to
specified parameters Request Calculation
Review or update an employee's
calculated service credit
Update Employee Plan Data
Analyze Total Compensation
Provide results of estimates to
employee
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 184
PeopleSoft Enterprise Determine Current Pension Benefits
Pension Administrator
Compensation Manager
No
Yes
Calculation Details
Calculation Summaries
Eligibility Results
Detailed Calculation
Results
Factors
Yes
No
Account Details
Plan Information
Social Security Benefits
Resolve Calculation
Issues
Employee or Job Data
BenefitsInformation
Payroll Information
PensionInformation
Identify Human Resources
Status Changes that Impact
Pension Benefits
Retrieve Payroll Information
Update Contributory Plan Account Balances
Create Notifications and Track
Correspondence with Participants
Provide Pension Estimate Information
EligibleRetirees
TerminatedEmployees
Archive and Protect Benefit Calculation
Update Cash Balance Plan Account Balances
Archive Payroll Data
Delete Pension Calculations
No
Yes
Update Calculation Tables
Using individual calculation
components?
Review benefit eligibility results
Benefit EligibilityBenefit Calculation
Employee Paid BenefitCovered CompensationBeneficiary Information
Social Security
Archive payroll data for future use
in calculationsRequest ProcessReview Process
Specify the calculation to protect in order to prevent anyone from deleting the results, modifying the calculation
parameters or rerunning the calculationProtect Calculations
Create form letters to provide pension
benefits information and election options
for participantsParticipation Ben
SelectionAssign activity list to participant and
periodically identify completed activities Assign Activity List
Review?
Review summary results for a specific
calculation Create Worksheet
Review a summary of the calculation
resultsReview Calculation
Results
Calculate pension according to
specified parameters Request Calculation
Review detailed calculation results
Calculation InputsBenefit Calculation
Optional FormsVesting
Service ResultsFinal Average Earnings
Delete calculationsRequest ProcessReview Process
Adjust individual calculations?
Add or subtract numerical values from
function results Define Calculation
Using groups for calculation
Update employee contributory
balancesRequest ProcessReview Process
Review or update an employee's
contributory account Update Employee
Plan Data
Review cash balance account and account
results Cash Balance Account
Employee Account
Review detailed information about how the employee's Social Security benefit was
calculatedCreate Worksheet
Review age adjustment and death coverage factors for
retirement Age Adjustment FactorsDeath Coverage Factors
Identify employee group for
calculation Create Group List
Review messages and errors
Review Processing Messages
Retrieve and consolidate payroll
data for calculations and contributory plans
Request ProcessReview Process
Document elections and
correspondence with participants
Capture Comments
Review or update an employee's cash
account informationUpdate Employee
Plan Data
Review or update an employee's calculated
service creditUpdate Employee Plan
Data
Review employee information that may
have affected the calculation
Review Main Results
Create form letters to provide pension
benefits information, payment schedule and
election options for recipients
Participation Ben Selection
Review processing information for a
specific calculationReview Calculations
Document elections and
correspondence with recipients
Capture Comments
Action?
Review detailed results for a
specificcalculation
Create Worksheet
Identify benefit plan, calculation
name, and pension related
comments Capture
Comments
Review plan participation and eligibility results
Plan Participation Plan Eligibility
Identify Plan Admin Info Update employee cash account
balancesRequest ProcessReview Process
Create and Distribute Payment
Information
Action?
Identify override values for specific
calculation components
Define Calculation
Review 415 limits to an employee's
combined pension benefits from all
plans Review Main Results
Update calculation tables30 Year T-Bond Rates
401(a)(17) Limits 415(e) Limit
Consumer Price Index (CPI-W) Delayed Retirement Credit
Disability Drop Years Federal Midterm Rates
Max Taxable Wage Base National Average Wage
PBGC Rates
Determine or verify plan eligibility and
participation history, update service, update
pension statues and plan dates
Request ProcessReview Process
Create notifications
for?
Review or update employee's
consolidated earnings, hours, or contributions Review Consolidation
Results
Identify the plan and plan-specific
information on ages, dates, and
overrides Define
Calculation
Review?
Identify individual calculation components to calculate
specific results without running through an entire calculation
Define Calculation
Review personal data, calculation summaries, and
detailed calculations Review Main Results
Plan Rewards
Adjust CalculationParameters
Maintain Personnel Records
See section titled: Update Pension
Participant Information
Manage Payroll
Manage Benefit Enrollment
Section: Calculate Pension Benefits
and Validate Results
Section: Calculate Pension Benefits
and Validate Results
Provide pension estimate to participant
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 185
PeopleSoft Enterprise Create and Distribute Payment Information
Pension Administrator
Manually
Using Automated Processing
No
Yes
Update Payee
Create New Payee
Beneficiary
Employee
Create Payment
Review/Update Payee
Calculate COLA
AdjustContributions
Apply Off-Cycle
Adjustment
No
Yes
Yes
No
No
Create Pension Regulatory Information
Extract trustee information including
payment-related information
Flatfile Trustee ExtractOnline Trustee Extract
Identify active employee record number and benefit plan and
indicate withdrawal details Withdraw Contribution
Identify personal information such as
name, address, gender, marital
status, and National ID
Update Payee Personal Info
Decide if need
to?
Yes
Determine Current Pension Benefits
Identify benefit plan and record number
for payee; review or update personal or
job informationCreate Payee
Research and resolve issues
Review a list of all the payee records
associated with a particular employee
Review Payee Cross Reference
Review trustee information
including payment-related information
Review Trustee Extract Content
Track Domestic Relations Orders
Review trustee summary
Review Trustee Extract Summary
Identify pay periods for a
particular plan Set Plan Pay
Periods
Review preliminary payment information
by period and employee
Review Payment Results
Ready to confirm
payments?
Setup pay calendar?
Decide if payee is?
Calculate retiree cost of living adjustments and schedule new payment amount for employees
receiving benefits Calculate COLA
Identify payee's new job record
Update Payee Job Data
Payee Pers/Job Data
Identify optional forms?
Create preliminary payments
Create Retiree Payments
Identify benefit plan information that
determines eligibility for retiree benefitsUpdate Payee Job
DataPayee Pers/Job Data
Action?
Create an additional
payee?
Confirm and finalize payments
Create Retiree Payments
Identify payment schedule, scheduled
amounts, descriptive and funding source
information about the payment
Create Manual Schedule
Action?
Identify other payment-related
informationIdentify Payment-
Related Info
Verify payee records
Review Payee Cross
Reference
Create payment schedules using automated processingRequest Payment Schedule
Create schedule?
Review total payments issued during the scheduled period,
employee-level break down of the payments issued, and rollover
details Review Payment Results
Review Payment Results ReportPayment Rollover Report
Identify one-time payment adjustment
Make One-Time Adjustments
Identify employee's optional form
selection Identify Optional
Form
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 186
PeopleSoft Enterprise Create Pension Regulatory Information
Compensation Manager
Pension Administrator
Identify yearly social security earnings
Yearly Soc Sec Earnings
Create or update?
Create year end statutory information
Actuarial Valuation ExtractForm 5500 Participation Cnt
Plan Summary
Identify defined contribution fraction and 415(e) limit
415(e) Limit
Analyze Total Compensation
Create and Distribute Payment
Measure Reward Effectiveness
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 187
PeopleSoft Enterprise Track Domestic Relations Orders
Compensation Manager
Pension Administrator
No
Yes
PlanRewards
Review pension history to determine if the
participant has been receiving payments
Update Employee Plan Data
Assign activity list to participant and
identify completed activities to qualifyAssign Activity ListDefine Activity Lists
Benefit payments have commenced?
Identify receipt of a domestic relation order and related activities, and once determined, verify that the
order is qualified Create DRO
Track all communications between organization, employee, spouse and
court Capture Comments
Create and Distribute Payment
Information
Identify the amount awarded to the alternate payee
Administer QDRO
Make payment adjustment to recipients benefit to comply with
court orderMake One-Time Adjustment
Adjust benefits and override calculation elements
Update Employee Plan Data
Receive court instructions to pay a specified portion of an employee's
benefit to an alternate
payee
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 188
PeopleSoft Enterprise Update Pension Data for Rehired or Deceased Participants
Pension Administrator
Compensation Manager
No
Yes
No Beneficiaries
Exist
Beneficiary on Record
Deceased Participant
EligibleRetirees
TerminatedEmployees
Review address , phone number, and personal info for each of the
employee's dependents and beneficiaries
Review Employee InformationPlan Beneficiaries
Review Payee Cross Reference
Create notifications
for?
Assign activity list to participant and
periodically identify completed activities Assign Activity List
Review pension history to determine if the deceased
participant has been receiving payments
Identify Pension Status
Document elections and correspondence
with participantsCapture Comments
Prorate pension benefits if employee is deceased prior
to being eligible for payments
Update Employee Plan Data
Make adjustment for a ?
Verify that elections for payment have been
recordedUpdate Employee Plan
Data
Document elections and correspondence
with recipientsCapture Comments
Create form letters to provide pension benefits information and election options for participants
Participation Ben Selection
Measure Reward Effectiveness
Review pension history to determine if the participant has been receiving payments, and if needed, discontinue payments
Identify Pension StatusCreate Manual Schedule
Decide if there is?
Review pension history to determine if the participant
has been receiving payments, and if so, discontinue
paymentsIdentify Pension Status
Create Manual Schedule
Create form letters to provide pension benefits
information, payment schedule and election options for recipients
Participation Ben Selection
Decide if in payment cycle?
Identify benefit plan, calculation name,
and pension related comments
Capture Comments
Identify recently rehired or deceased pension
recipients Request ProcessReview Process
PlanRewards
Rehired Participant
Need to track Correspondence with Beneficiary Recipients
Analyze Total Compensation
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 189
PeopleSoft Enterprise Analyze Total Compensation
Pension Administrator
Benefits Administrator
Stock Administrator
Line Manager
CompensationAdministrator
Compensation Manager
Award Salary Increases
Measure Reward Effectiveness
ManageStock Plans
Award Performance
Incentives
Process Compensation
Data
Manage Benefits
Manage Pension
Analyze Compensation
Information
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 190
PeopleSoft Enterprise Process Compensation Data
Pension Administrator
Benefits Administrator
Stock Administrator
Line Manager
CompensationAdministrator
Compensation Manager
ManageStock Plans
Manage Benefits
Award Performance
Incentives
Award Salary Increases
Manage Pension
Benefits Information
Base Pay/Variable
Compensation Information
Payroll Information
Add ad hoc compensation for a group of employees
Adhoc Comp for Organization
Type of information to
extract?
Add ad hoc compensation for a small number of employeesAdhoc Comp for Employees
Extract benefits and deductions data
Extract Comp or Payroll Data
Collect benefits enrollment data effective per the
reporting plan and calculate the employee and employer
share of the pricesCalculate Benefits
Extract variable compensation award
information Extract Comp or Payroll Data
Extract base pay (MCOP) data Extract Comp or Payroll Data
Extract U.S. taxes from payroll
Extract Comp or Payroll Data
Add ad hoc information?
Review information about any errors that occurred
during the benefits calculation process
Review Benefits Calculation
Extract benefits and deductions from payroll
Extract Comp or Payroll Data
Extract Canadian taxes from payroll
Extract Comp or Payroll Data
Extract earnings from payrollExtract Comp or Payroll Data
View the status of the extracts for a given
reporting plan Review Status of Extract
For group of workers?Yes
Yes
No
Analyze Compensation
InformationNo
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 191
PeopleSoft Enterprise Analyze Compensation Information
CompensationAdministrator
Compensation Manager
Measure Reward Effectiveness
Process Compensation
Data
Multi-Dimensional
Analysis and Reports
Individual Summaries
Group Member Details
Group Member Aggregations
Base and Variable Pay in Excel Format
Create a listing of all compensation for each individual,
designed for distribution to employees or view online
Total Comp Statement ReportReview Employee Total Comp
Review?
Create aggregated information for each individual within a group that
you specifyGroup Summary Compensation Rpt
Create detailed information about each compensation type for each individual within a group that you
specify Group Detail Compensation Rpt
Launch Excel with information (base and variable pay) that you extract from PeopleSoft Human
ResourcesTransfer Comp Data to Excel
Build the OLAP cubeBuild Cube
View and analyze the Compensation and
Headcount/FTE cubes with third party collaboration and
integration
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 192
PeopleSoft Enterprise Measure Reward Effectiveness
Data Administrator
Compensation Analyst
Sales CompensationAdministrator
Pension Administrator
Benefits Administrator
Stock Administrator
Line Manager
Compensation Manager
Analyze Total Compensation
Award Sales Incentives
Award Performance
Incentives
Manage Stock
Manage Benefits
Manage Pension
Plan Rewards
Understand the Business Process
Determine the Analytics
Required to Support
Processes
Map Data Elements
Required to Create Analytics
Perform Activity-Based Analysis
Post Information to Performance
Ledger
Create KPIs and Measure
Performance
Build Business Intelligence Repositories
Analyze Reward Performance
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 193
PeopleSoft Enterprise Perform Activity-Based Analysis
Data Administrator
LedgerResource
EmployeeResource
Yes
No
Yes
Yes
NoActivities orCost Objects
Yes
Yes
Objects
Drivers
Yes
No
No
Resources
No
No
Yes
No
Take appropriate
action
Review results of analysisObject NavigatorTrend Analysis
Variance AnalysisContribution Cost
Cube ResultsReview Driver Rates
Review Driver QuantitiesReview Transactions
Review Fragmentation
Review objectsAll ObjectsResources
Cost Object Target Drivers
ActivitiesCost ObjectsObject Details
Build Business Intelligence Repositories
Request analysis of the activity-based modelCreate ABM Cube
Run Jobstream
Review and/or adjust employee resource information
Update Employee DetailsAdjust Employee Resource Data
Adjust Jobcode to Hire Adjust Object Volume Data
Create or update resourcesDefine Resources
Describe Work GroupCreate Work/Dept ProfileDefine Capital ChargesCreate Employee Profile
Create Employee Resources
ABM Object Rates
Review and/or audit?
Review model to balance?
Review AB AM objectsAll ObjectsResources
Cost Object Target DriversActivities
Cost ObjectsObject Details
Assign costs from resources to
activities?
Copy an existing AB AM model
Copy Existing Model
Validate data integrity of the model
Validate Model IntegrityCreate reports for cost
objects, calculations, and/or variances
Object RateTransaction Cost
Capacity Rate VarianceGL Drillback
Object AssignmentObject ContributionCost Object Listing
Object Cost
Add pointers?
Review existing model and
determine if able to use for current
analysisReview ABM Model
Review driversDriver Listing
Resource Target DriversResource ListingActivity Listing
Activity Target DriversCost Object Listing
Cost Object Target Drivers
ABM Driver Rate
Variance
Delete drivers?
Post Information to Performance
Ledger
Assign costs from activities
to costobjects?
EIP (FINANCIAL_ACTIVITY_SYNC): Send added or changed activity information to Time and Labor
Map Data Elements Required to Create
Analytics
Create or update activitiesDescribe Common Activities
Describe ABM ActivitiesCopy Common Activities
Activity Volume
Create or update?
Copy existing?
Create or update model
Define ModelIdentify Driver Qty
OptionsBill of ServicesBill of Services
ActivitiesDefine Model CreationCreate ABM ModelsCreate Ledger Maps
EIP (BUS_UNIT_PF_SYNC): Send new or changed business unit
information
Delete DriversDelete IBU
DriversDelete Drivers
Create pointers to locate drivers
Review Pointer QuantitiesReview Transactions
Define Pointer Define Implicit Pointer
Define Transaction Pointer
Create drivers to assign dollar amounts from one
object to anotherDefine Driver Attributes
Define Driver Copy Drivers
Define Driver Quantities Define IBU Driver
CharacteristicsCopy IBU Driver
Copy Drivers Model to Model
Update existing or create
new model?
Review and/or adjust ledger resource information
Adjust Ledger Resource DataAdjust Ledger to Budget
ABM Object Variance
Rates
Identify planning and simulation criteria
Define Budget ConstraintsIdentify Spending PatternsSetup Activities in Jobcode
Cost Object VolumeActivity Volume
Based on results of analysis, determine if wish to establish new
end-result targets
Create or update cost objects
Define Cost ObjectsCost Object Volume
If new targets are not reasonable or not achievable, create what-if
scenarios and simulate the process changes involved.
Map ledger expense data to resources
Create Ledger Mapping RuleMap Expense to Data Resource
Create AB AM object table
Request ABM Processing
Create reports to audit setupDriver Characteristics
Driver PointerDriver Quantity
Driver RateDriver Rate Source
Inter Bus Unit AssignmentCreate Drillback Data
Define Drillback LevelsActivities by Department
Resource ListingActivities by EmployeeActivities by Workgroup
Activity ListingActivity Fragmentation
Employees by DepartmentEmployees by WorkgroupReview Employee Survey
Use consistent values to assign
costs?
EIP (FINANCIAL_ACTIVITY_FULLSYNC):
Send activity definition to Time and Labor
Create the planning and simulation data
Run Jobstream
EIP (BUS_UNIT_PF_FULLSYNC): Send full version business unit
information
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 194
PeopleSoft Enterprise Map Data Elements Required to Create Analytics
Data Administrator
Fact Data
CriticalData
Dimension Data
Create business frameworkSetup Account Types
Define AccountsAccount Nodes
Define ScenariosDefine Models
Technical ScenariosSetup Ledger Event Codes
Summarize error statisticsSummarize Error Statistics
HRMS CommonBudget Period Bus Unit Establishment Codes
Account Codes
HRMS ApplicantApplicant Information
Applicant Accomplishment
Applicant CompetenciesApplicant DisabilityApplicants Email
HRMS Employee & JobPersonal Data
Personal Data DetailsPersonal Names
National ID TypesPersonal Data National
IDsPrior Work Experiences
Employment Position
Job CodeJob Task
Job Code Task DefinitionJob Code Comp Rate
Job Earnings DistributionDisability
Injury IllnessWorks Council
Entitlements Definition
HRMS CompetenciesCompetencies
Competency TypesCompetency Hierarchies
Competency Cluster TablesCompetency of Comp
ClustersAccomplishments
Accomplishment ClustersRole Competencies
Role AccomplishmentsCompetency of RolesCompetency Rating
DescriptionsPerson Comp Evaluations
Course Goal-CompetenciesSchool TypesSchool Codes
School Educations
HRMS BenefitsDependent Data
Leave Benefit Enrollments Stock Plans
HRMS SalaryReview Factors
Salary Step Salary Grades
Salary Rate CodeSalary Plan
Salary Matrix PercentSalary Increase Matrix
HRMS CompensationDeduction FrequencyDept Budget Ded DistDept Budget Earn Dist
Employee Variable Comp Rate Code Group Code
Variable Comp Plan
HRMS Absence/VacationAbsence CodeAbsence Type
Employee Time ProfileVacation Bonus
Entitlement Vacation Plan
Vacation RequestVacation Service Rate
Values HRMS Training
CoursesCourse ExpensesCourse InstructorsCourse Sessions
HistoryTraining Session
General Demand by DeptTraining Program Job
CodesVendor Address
Vendor Policy Detail
HRMS Workforce Analysis
Absence ClassEmployees
General DemandRole
Role AccomplishmentsRole Competencies
Role TasksRole Task Definition
Role Task-Accomplishments
Role Task-Competencies
Review and correct HCM dimension data
Perform Activity-Based Analysis
Review and correct CRM fact data
Load the Operational Data Store
Load operational data store using ETL maps and
Informatica PowerMart ETL tool
Load ETL Session or BatchReview Job History
Review Job SummaryReview Error Summary
Review ETL Descriptions
Define and create ETL mappings
Setup Code ValueSetup Load Date/Time
Setup Job OptionsSetup ETL Defaults
Create ETL Load Mappings
Create KPIs and Measure
Performance
SCM CommonReason CodeRegion Code
Business Unit TypeSupport Team Member
Sales PersonSales Order
SCM APInvoiceVendor
Vendor Govt CertTransaction PartyMatching RulesMatch Exception
VoucherAP Disbursements
SCM CostCost Element
Cost Overhead Rate CodeCost Version
SCM InventoryItems
Item TypeItem Category CodesItem Master Header
FamilyGroup
Stock TypePackage Code
Warehouse
SCM ProductionEngineering Change OrderEngineering Change Order
ApprvProduction Operation Times
Production AreasWork CenterSCM Purchasing
RequisitionBuyer
Purchasing Item AttributesPurch Item Business Unit
Item Vendor LocationPurchase Order
Origin Purchase OrderReturn Materials
AuthorizationVendor Return
SCM Shipping & Receiving
ShipShipping Location
CarrierDistribution Network Code
Distribution Network Header
Receiver Header
Select Dimensions for Supply Chain (SCM) Warehouse
Identify organization specific dimensions,
sources, rules, and job associations
Fixed Basis DimensionsSources
RulesRule Set
Job Association
Define Allocations
Define multi-dimensional processing
Create Assignment RulesDefine Rule Set
Rename Data RulesAssociate Ruleset to Job
Decide typeof allocation
Data
Financial
SCM BillingBilling
SCM APAP Accounting Entry
Voucher LineVoucher Schedule
Payment
SCM CostProd Cost by ItemCM Product Cost
Assembly Scrap Costs
SCM InventoryInventory Cycles
Inventory Lot Control Inventory Receiving
CostInventory Trans
Item VolumePhysical Inventory
SCM ProductionActual Prod Hrs
BOMItem SF
Order LineProd Oper List
Order SchedulePL/Prd Intgrt HeaderProduction Variances
SCM PurchasingRMA Receipt Line
PO DistributionPO LinePO Ship
Requisition DistributionRequisition Line
RMA LineRequisition Ln Delivery Schd
RTV DistributionRTV Line
SCM Shipping & ReceivingItems Qty
Receiver DistributionReceiver LineRouting OpsReceive ShipShip Detail
Shipment Fact
Review and correct SCM fact data
HRMS CompetenciesAccomplishment
WA AccomplishmentsCompetency
Competency Facts Competency History
Reviewer Competency
HRMS RecruitmentJob Req Codes
Applicant-Pos ApplStaffing
Recruitment ExpenseRecruitment Offer
HRMS OtherAbsence History Benefit History
Employee Job History Employee Review
JobMajor Fact
Stock GrantVacation Accrual
Earnings Balance Earnings Balance CAN
Review and correct HCM data
Review and edit warehouse data mapping
definitionsSurvey Author
Compensation Code MapFinancial Code MapGeography ID MapSurvey Job CodeSurvey InstanceUnit Code Map
Define framework?
Select dimensions for Financials warehouse
Create aggregate information based on business unit tress or
scenario trees Business Units
ScenarioCreate aggregated
Performance Ledger information based on
calendarsPerformance Ledger
Create aggregated General Ledger information based
on calendars General Ledger
Decide type of information
Business Units/
Scenarios
Performance Ledger
General Ledger
Create Rollup
Accounting Information
Retrieve workforce
analytic data?
Review and correct Financial fact data
Expense Accounting LineAccounting Line APAccounting Line AR
Ledger Data Ledger Table
Budget Ledgr Data Project Based Ledger
Customer History Position Impacts
Treasury Deal Det
CommonInventory COGS
Ledger ADBLedger
PF LedgerRevenue
Time LaborBuild Incremental Cube
CRM MarketingSFA Leads Lead Tasks
Lead Products Opportunity Products
Forecast DetailCampaign Metrics
Select other dimensions
Review Workforce Survey setup
Job Code Set MapJob Code Map
Compensation Code MapGeography ID MapIndustry Code MapFinancial Code Map
Unit Code MapSurvey Providers
Determine Analytics Required
to Support Processes
HRMS CommonUnit Code
Industry CodeSetup Geography ID MapGeography ID Map Report
Financial CodeAccount Codes
Budget Period Bus UnitAction Type
Establishment CodesAction Reason Map
Standard Letter CodeDuration Group Definition
Termination Reason Map Report
HRMS ApplicantsApplicant Information
Applicant AccomplishmentApplicant Competencies
Applicant DisabilityApplicants Email
HRMS BenefitsCoverage CodeDependent Data
Leave Benefit EnrollmentsStock Plan
Benefits Valuation MapBenefits Valuation Map
Report
HRMS CompensationCompensation Code
Compensation Deduction MapCompensation Earnings MapCompensation GP Pin Map
Deduction FrequencyDepartment Budget Ded DistDepartment Budget Earn Dist
Employee Variable CompRate Code Group Code
Variable Comp Plan
HRMS Employee & JobPersonal Data
Personal NamesNational ID Type
Personal Data National IDPrior Work Experience
EmploymentPosition
Job CodeJob Code Set
Job TasksJob Code Task Definition
Job Code Comp RateJob Earnings Distribution
DisabilityHealth and Safety Data
Works Council
HRMS SalaryReview FactorReview ScaleReview Rating
Rate CodeGrade
Matrix PercentIncrease Matrix
HRMS TrainingCourses
Course Goal-CompetencyCourse Instructors
Course SessionCourse Session Cost
EmployeesGeneral Demand
General Demand by Department
Training HistoryTraining Program Job
CodesTraining SessionVendor Address
Vendor Policy Detail
HRMS CompetenciesCompetencies
AccomplishmentsCompetency TypesCompetency Cluster
RoleRole Competency
Role AccomplishmentCompetency of Competency
TypesCompetency of Competency
ClusterCluster Compnt AccomplishmentCompetency Rating DescriptionPerson Competency Evaluation
SchoolSchool Education
School Type
Select Dimensions for Human Capital (HCM) Warehouse
HRMS Absence/VacationAbsence ClassAbsence CodeAbsence Type
Employee Time ProfileVacation Bonus Entitlement
Vacation PlanVacation Request
Vacation Service Rate Values
Complete Workforce Survey data mapping definitions
Industry Code MapJob Code Map
Workforce TreesSurvey Compensation Code
Survey Financial CodeSurvey Geography IDSurvey Industry Code
Survey Unit Code
Type of dimension data
Retrieve Workforce Survey Data from Third Party Providers
CRM CommonTerritoryIndustry
Channel Partners
CRM MarketingLeads
Marketing ListMarketing CampaignMarketing
Campaign WaveChannel Activity
Channel InstanceChannel Medium
Offer Discount
CRM SalesSales User QuotaMetrics Records
Opportunity Contacts
Sales ModelSales TeamSales Model
StageOpportunity
HeaderSales Forecast
Competition Information
CRM Service/SupportCall Center Case
Case LeadCase Type
Case SourceCase Status
Installed ProductEntitlements Definition
Entitlement Plan HeaderGroup Member Cost
CategoriesProvider Group Cost
CategoriesProvider GroupService Level
SolutionSolution/Product Link
Timeframe PeriodAgreement Header
Agreement LineAgreement Line
Entitlements
Select Dimensions for Customer Relationship
(CRM) Warehouse
Review and correct critical errors
TableSet IDRecord Group
TableSet Control(PTools)
Performance MeasurementGeneral Ledger
PF Unit Scenario DefinitionGL Unit Ledger DefinitionLedger Mapping Defaults
Source Unit Mapper
Add or update info about the engineMetaData Engine
Decide if need to update
engine info Create engine instance, identify jobstream
processes, and run sequence
Job Meta DataProcesses in Jobstream
Run JobstreamRun Multiple Jobstream
No
Yes
Identify temporary table instances
and build a project (Application Designer)
PeopleTools Options
Create record suites
Record Suite
Identify records suites for a jobstream
Jobstream Record SuiteYes
No
Decideif record suites
exist
Track progress, if needed
Record SuitesRecords in Jobstream
Temporary Table
Review cumulative processing, if neededRecord Suite History
Jobstream HistoryTemporary Table History
Create Jobstream Information
CRM Support/ServiceCall Center Case
Call Center Case DetailCase Association
Case AuditResolution
Agreement LineScheduled TasksTime Log Lines
Create currency conversion rules
Identify RulesCreate Set of Rules
Associate Rules to JobReview Conversion Messages
Define BAM templates
Define Template
Create/Update Models
Define BAM models
Define Models
Review information about models that
have been checked out
Checkout Information
Update user information and
recalculate modelsUtilities
Decide if need to...
DefineModels andTemplates
ReviewChecked
Out Models
Create/UpdateModel
Integrate with Business Analytic Modeler (BAM)
Create Workforce Survey setup reports
Compensation Survey DataBenchmark Survey Data
Unit Code MapCompensation Code Map
Geography ID MapIndustry Code Map
Job Code MapFinancial Code Map
Employee Survey DataOperator Defaults
Type of warehouse?
Setup shared processing?
SCM CommonReason CodeRegion Code
Business Unit TypeSupport Team Member
Sales Person Sales Order
Project
SCM APInvoice Vendor
Vendor Govt CertMatching RulesMatch Exception
Voucher AP Disbursements
SCM CostCost Element
Cost Overhead Rate Code Cost Version
SCM InventoryInventory Items
Inventory Item Type Inventory Item Category Code
Item Master HeaderInventory Family Inventory Group Inventory Stock
Inventory Package
SCM ProductionEngineering Change OrderEngineering Change Order
ApprvProduction Operation Times
Production AreaWork Center
SCM PurchasingRequisition
BuyerPurchasing Item Attributes
Purchasing Item Business UnitItem Vendor Location
Purchase Order Origin Purchase Order
Return Materials AuthorizationVendor Return
SCM Shipping/ReceivingShip
Shipping LocationCarrier
Distribution Network Code Distribution Network Header
Receiver Header
Review and correct SCM dimension data
Review and correct?
CRM Sales Opportunity HeaderOpportunity Close
Opportunity Sales RepOpportunity Quote
Post Information to Performance
Ledger
CRM CommonChannel Partners
IndustryTerritory
CRM MarketingLeads
Marketing ListMarketing CampaignMarketing Campaign
WaveChannel Activity
Channel InstanceChannel Medium
Offer Discount
CRM Service/SupportCall Center CaseCase Lead Error
Case TypeCase SourceCase Status
Installed ProductProduct Category ErrorEntitlements Definition
Entitlement Plan HeaderGroup Member Cost Error
CRM SalesSales User QuotaMetrics Records
Opportunity ContactsSales ModelSales Team
Sales Model StageOpportunity Header
Sales ForecastCompetition Information
CRM Service/SupportProvider Group Cost
Categories Provider GroupService Level
Solution Product ErrorSolution/Product Link
Timeframe PeriodAgreement Header
Agreement LineAgreement Line Entitlement
Review and correct CRM dimension data
Move corrected data from the error tables t o
the target tablesRun Data Loader
Review Error Summary
Retrieve Workforce Data from Internal Sources
Create Workforce Analytics tree structures
Account TreeCompensation Tree Competency
TreeFinancials Related Department Tree
FINCODE TreeOrganization TreeGeography Tree
Industry TreeJob Code TreePosition Tree
Unit Code Tree
Map personnel actions for setting up the tableAction Type
Action Reason MapTermination Reason Map Report
Map locations to Geography ID codes
Setup Geography ID MapGeography ID Map Report
Map compensation codes and plan values
Compensation Deduction MapCompensation Earnings MapCompensation GP PIN Map
Benefits Valuation MapBenefit Valuation Map (RPT)
Review and correct Financial Services fact data
BalancesInstr. Calc StatDemographic
Instrument Event Instrument Balance
Index Rate Income
Instrument Volume
Instrument. LedgerInstrument Option Instrument Other
Participant Interest Rate
Instrument Status Instrument Swap Payment HistoryTreasury Position
Review and correct common dimension dataBudget Period
Channel CompanyCustomer
Customer Address Department Geography
Operating UnitProduct
Product CategoryProduct Component
Product GroupProduct PriceGL Account
Import external survey data with the setup ETL batch
Load ETL Session or BatchReview Job History
Review Job SummaryReview Error Summary
Review ETL Descriptions
Create rule tables or other mappingRule Metadata
Table MapData Map
Create or Update
Metadata
Decide which action is
needed
Search for existing metadata
Metadata Search
Delete existing metadataImpact AnalysisDelete Metadata
Add NewObject
Search for Existing Object
Delete Metadata
Assess Impact of changes
Impact Analysis
Validate and compile other metadata changes, if
neededMass Validate
Compile Metadata ChangesProcessing Messages
Add new metadata objectRecord MetadataRecord Summary
Tree MetadataSetup Tree Compare
Process Tree CompareReview Tree Compare
Review Super TreeUpdate Super TreeReport MetadataUser FunctionsValue objects
Metric MetadataJob Total Metadata
Balance Rules Metadata
Define how to use the data, such as, restrict info, scale
info, or mathematical calculations for virtual
columnsFilter
ConstraintDataSet
Expression
Select dimensions for E AS
warehouse
Load data into the Enterprise Warehouse
Run Data LoaderReview Error
Summary
Define data loaderSet Defaults
Define Data LoaderDefine Group
Load Data into the Enterprise Warehouse
Budget PeriodChannel
CompanyCustomer
Customer AddressCustomer Group
Customer SegmentsDepartment
Department Node
Select Dimensions Common to all Warehouses
GeographyLocation
Operating UnitProduct
Product CategoryProduct Component
Product GroupProduct NodeProduct Price
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PeopleSoft Enterprise Post Information to the Performance Ledger
Data Administrator
Yes
AllOther
No
Yes No
Yes
Yes
No No
LedgerMapper
No
Yes
Yes
No
Yes Yes
No
No Yes
No
Createor update
jobstreams?
Create or updatemetadata?
Create and/or update models
Re-edit journal entries
Re-Edit JournalsRe-Edit Journals
(ADB)
Create engine instance, identify job stream processes , and run sequence
Create assignment rule
groups RuleSet
Posting Method?
Set tolerances?
Identify tolerances for editing
Job Total MetadataBalance Rules
Metadata
Move data into the performance journal table
Processing Messages
Build Business
Intelligence Repositories
Post data to Performance Ledger
Post LedgerPost Ledger (ADB)
Update scenario for ledger mapped
method?
Review performance ledger
informationReview Ledger
Details
Map Data Elements Required to Create
Analytics
Set tolerances ?
Reconcile balances over
time?
Identify tolerances for editing
Job Total MetadataBalance Rules
Metadata
Assign rules, define basis and target of the
assignmentValue Objects
Posted inerror?
Reconcile balancesReconcile Balances
Unpost data to ledger
Unpost Ledger Unpost Ledger
(ADB)
Edit journal entriesEdit Journals
Edit Journals (ADB)
Review assignment processing results
Rules
Create aggregate info based on
business unit trees or scenario trees
Re-edit corrected
data ?
Associate ruleset to a job
Job Association
Map data received from the General Ledger
Map Ledger DataCreate Error Log Report
Create or update metadata
Perform Activity-Based Analysis
Review and /or correct errorsCorrect ErrorsCorrect Journal Errors (ADB)
Clean up journalsRequest Journal
Clean upRequest Clean up
(ADB)
Review?
Create AB AM object table
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 196
PeopleSoft Enterprise Create KPIs and Measure Performance
Data Administrator
Application Administrator
Employee
No
Yes
Map Data Elements Required to Create
Analytics
View assessment results, and a bar chart
of KPI performanceKPI List Chart
Create scorecard reportsScorecards by Strategy Tree
Scorecards by KPIScorecards by Assessment Group
Strat Trees w/ Non-Term KPIScorecard Assessment
Strat Component by Strat InitStrat Component by Perspective
Strat Component by KPIStrategy Tree w/ Dup KPI
Identify strategy componentsCreate Strategy Components
Identify KPI ComponentsDefine Cause and Effect
Identify strategic initiativesDetermine Strategic
InitiativesInitiative Definition View
EIP (KP_KPI_ASMT_FACTS):
Publish KPI information
Create KPI reportsKPI by Strategic InitiativeKPI and Calc by Model
KPI, Target Rules by ModelKPI by Perspective
KPI DetailKPI Target Rule Values
KPI Data Element Values
Review personal KPI information
My KPIsMy Manual KPIs
Manual KPI Search
KPI QueryView performance results by category
Perspective Assessment
Build Business Intelligence Repositories
Create the scorecardDefine Scorecard Details
Identify Assessment GroupsAssociate Related KPIs
Set TargetsAssign Calendar to Scenario
Identify basis for Key Performance
Indicators (KPIs)Data Elements
CalculationsActionsActivity
Assessment
Review and finalize scorecard
Set TargetsKPI Compare
Assign Calendar to Scenario
Create KPIsCreate KPI Definition
Cause and EffectCalculation Rules
ObjectsTarget Rule
OptionsWeight Scale
ColorsKPI Definition View
Review resultsMy Profile
Scorecard at a GlanceSwitch Scorecards
KPIs by PerspectiveStrategyKPI List
KPI ExceptionsSearch Portfolio
Search Detail by STSearch Summary by ST
Calculate and assess KPIsCalculate and Assess KPIs
Review Error MessagesKPI Operands Datamap
KPI Expressions
Create portfolios to compare scorecards to others, if needed
Setup Portfolios
Special projectsor actions?
Assess scorecards and create notifications
Run JobstreamRun Multiple Jobstreams
Assess ScorecardsApply Manual Assessments
Send NotificationsReview Error Messages
View information about scorecard
components and KPIs My Favorites
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 197
PeopleSoft Enterprise Build Business Intelligence Repositories
Human Resource Analyst
Application Administrator
Data Administrator
Load operational data store using ETL maps and
Informatica PowerMart ETL tool
Setup a financial data martTime DimensionFact Variables
Setup a supply chain data mart
Time Dimension
Type of data mart ?
Post Information to Performance
Ledger
Perform Activity-Based Analysis
Create KPIs and Measure
Performance
Setup shared dataDataMart Definition
DimensionElement
FactHierarchy
Metric PermissionsMetric MetadataReport MetadataReview Data MartReview ElementsReview Hierarchy
Setup a workforce data martData Mart Variables
Workforce GroupWorkforce Group Set
Time Dimension
Analyze Reward Performance
Setup a profitability data martTime Dimension
Account TreeAccount Tree Nodes
Build the data martsActivate Build Components
Build Data Mart
Setup a customer relations (CRM) datamart
Map Campaign MetricsTime Dimension
CRM Fact SourceValue Ranges
Territory Tree Data
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 198