PeopleSoft Calculation of Hourly Rate:

In PeopleSoft HCM, we define Frequency ID’s that are defined on the Frequency table, that are used for many different purposes, but one of the usage of Frequency ID is to convert compensation calculations from one frequency to another.

Each Frequency ID that is defined is associated with a Annualization Factor. Frequency Annualization Factor is the number of periods in one year for the frequency ID. For example, a standard monthly frequency has the Annualization factor of 12.

If you hire a Salaried Employee and provide a compensation rate with Annual Frequency, how does PeopleSoft Calculate the Hourly Rate? What logic will it use in converting the Annual Amount to Hourly Amount? We can take an Example of a Salaried Employee who has a Compensation Rate of 6000.00 USD with a Monthly Frequency.

PeopleSoft uses the below formula for Compensation Conversion Using Frequency:

Annual compensation rate / job standard hours’ × frequency factor of standard work period.

First the system annualizes the Comp Rate for the given frequency, then for the Annualized Rate, the system applies the above formula.

For monthly compensation of 6000.00 USD, it is first converted to Annualized rate, by applying the Annualization factor of 12. This would become 72,000.00 USD.

Next comes the Job Standard hour for the work period. If the standard work period defined is as ‘W’ (Weekly, with annualization factor of 52), and for this work period, if the standard hours are defined as 40, then the above formula would be:

Hourly Rate:

= 72,000.00 / (40 * 52)

= 72,000 / (2080)

= 34.615385

find which processes user has access to

How to find which processes user has access to?

select 'X' from ps_PRCSDEFNGRP where prcsname= AND PRCSGRP IN (select DISTINCT PRCSGRP from PSAUTHPRCS where classid in
(select distinct classid from psroleclass where rolename in (select rolename from psroleuser where roleuser=)))

PeopleSoft Update Manager

PeopleSoft Update Manager is the new lifecycle management process for PeopleSoft 9.2 customers to use for all their application maintenance needs. Since this is a new process we have listed the key terms and definitions below. These terms are used throughout this home page as well as the posted documentation.

Term	Definition
PeopleSoft Update Manager	The new maintenance process for PeopleSoft 9.2.
PeopleSoft Update Manager PIA Application	The new Lifecycle Management application delivered in PeopleTools via the PeopleSoft Image.
PeopleSoft Update Image	A full PeopleSoft application environment delivered in an Oracle VirtualBox virtual machine. Use this image for all your PeopleSoft 9.2 application maintenance needs.
Patch	In the classic method of maintenance, a patch contains updates and fixes for your application.
Classic Patching Method	Prior to PeopleSoft 9.2 updates and fixes were released via patches on My Oracle Support. This patching method requires you to search for and apply each individual update and fix found on My Oracle Support.
PeopleSoft Release Patchset (PRP)	Patches that must be delivered between PI releases. These are found in and can be downloaded from My Oracle Support. These patches are applied to your current PeopleSoft Image, extracted from that image using the PUM PIA application and then applied to your target database using PeopleSoft Change Assistant. They are available after the first PeopleSoft Image is delivered for your application.
PUM-Enabled Applications	PUM-Enabled applications are built on PeopleTools 8.53 and are at PeopleSoft release level 9.2. They include the following applications: • CRM 9.2 • ELM 9.2 • FSCM 9.2 • HCM 9.2

PUM Images for Q4-2014 - HCM

HCM

PeopleSoft Update Image*	Date
HCM 9.2.008	August 19, 2014
HCM 9.2.009	October 13, 2014
HCM 9.2.010	December 8, 2014

*As of HCM 9.2.006, the PeopleSoft Image and PeopleSoft Demo Image have been combined into one PeopleSoft Update Image. You can use the PeopleSoft Update Image for both your patching and demonstration purposes.

HCM Contents

PeopleSoft HCM basics
- Types of tables
  - PS_PERSONAL_DATA, PS_JOB (Base Table)
  - PS_EARNINGS_TBL (Control Table)
  - PS_BENEFITS_VW (Views)
  - PS_EMPLOYEES (Reporting Tables)
  - PS_TREENODE (Application Tables)
  - SUB-RECORDS (Non Tables)
- The core tables
- PeopleSoft Processes
- Using the Application Designer to find Table Definitions
  - Querying Tables
  - Cross-Referencing Fields
  - Cross-Referencing Panels and Tables
- Dissecting a PeopleSoft Table
Effective dating
- Concepts Underlying Effective Dating
- Basic Effective Date Sub-Query
- Additional Criteria with a Sub-Query
Understanding Control Tables
- Structure of a Control Tables
- Adding a Control Table to a Query
- Using Effective Status
Reporting tables
- Reporting Tables Overview
- The Employee Table
- Benefits Plan data table
- Benefits Personal Data Table
- Enrollments

PeopleSoft Human Resources

Personal Information
- Personal Data
  - Identifying Employees
  - PeopleSoft Name Format
  - Resident Address and Phone
  - Non-Employees on Personal Data
  - Original Hire Date
  - Birth Information
  - Educational Status
  - Referrals
  - Citizenship Status
  - Personal Data for Other Countries
- Understanding Effective Dated Personal Data
  - Name Differences
- Using Social Security Numbers
  - The NID Table and Identifiers
  - National Ids
  - Querying the National ID
The Job Tables
- Identifying Jobs On PS_JOB
- Storing History: Effective Sequence
  - Tracking Actions
- Actions and Action Reasons
- Linking Employees to Common Data
- Human Resource Settings
- Payroll Settings
  - Company and Paygroup
  - Tracking Hourly Employees and FTE
  - Other Payroll Identifiers
  - Compensations
- Benefit Settings
  - Benefits Status
  - Benefits Base Rate
  - Custom Fields
  - FLSA Status
Status
- Employee Status Field
- The Status Date
- Long Term Disability Issue
Compensation History

Position/Job History

Corporate Hierarchy

Employment Information
- Position Management Fields
- Payroll Settings
- Benefits administration flag
Background Information

PeopleSoft Payroll

Working with Payroll
- Payroll Tables
- Looking at a Specific Payroll Run
  - Paycheck table with Payroll Queries
  - Payroll Keys
  - Current Payroll
  - Pay Run Id
  - Payroll Dates
  - Multiple Jobs
  - Taking Deductions
- General Ledger
- The Payroll Process
  - Paysheets
  - Payroll Calculations
  - Payroll Confirmation
  - Identifying Payroll Process Achievements
- Batch Processing Payroll Data
The Paycheck
- How do Paychecks Created
- The Paycheck tables
  - Payroll keys
  - Alternate Keys
  - Paycheck Accounting
- Different Kinds of Paychecks
Earnings
- Defining Earnings
  - Earn Codes
  - Defining an Earnings
- Retrieving Earnings for an Employee
  - Pay Earnings Table
- Feeding PeopleSoft
Deductions
- Getting to know Deductions
  - Deduction Code and Class
  - Defining Deduction
- Enrolling Employees In Deductions
  - General Deductions Tables
  - Verifying Eligibility
- Retrieving Deductions
  - The Pay Deduction Table
Taxes
- Tax Location
  - State and Locality
  - The Other States
  - Tax Location Code
- Defining A Tax
  - Local Taxes
  - State and Federal Taxes
  - Tax Types/Rates
- Employee Tax Elections
  - Special Withholding/Allowances
  - FICA and EIC
  - W-2 Settings
  - State Settings
  - Local Settings
- Retrieving Taxes
Garnishments
- Setting up Garnishments
  - Employee Garnishment Specifications
- Retrieving Garnishments
  - The Pay Garnish table
- An Accounts Payable Interface
Year End Processing
- The W-2 Design
  - W-2 Parameters
  - Adding Data Using Delivered Reports
  - Multiple W-2s
- Using W-2 Tables

PeopleSoft Benefits

Navigating Benefits
- Introductions To Benefits
  - Understanding Benefits Administration
- Basic Benefits Terminology
  - Benefit Plans and Plan Type
  - Benefits Program
  - Defining a Benefit Program
  - Defining Plan and Plan Type Setting for a Program
  - Linking Plans
  - Specifying Benefit Plan Settings
  - Benefit Program Costs
- Benefits Control Tables
  - Base Benefits Control Tables
  - Benefits Administration Control Tables
- The Benefits Administration Process
  - BAS Activity / Manual Entry
  - On Demand Event Maintenance
- Tracking PeopleSoft Benefits
  - Benefits Interfaces
  - Benefits Reports
Health and life plan Elections
- Elections
- Dates
- Determining the Current Enrollments
- Locating a Terminations
- Life Plans
Dependents And Beneficiaries
- How are Dependents and Beneficiaries Stored
- Locating all dependents for a Participant
- Determining Dependent Coverage
Rates
- Rate tables
- Calculation rates

NA Payroll Configuration Tables

NA Payroll Configuration Tables
Foundation:
1. National ID Type
2. Name Suffix
3. Action
4. Action Reason
5. Banks
6. Form Table
7. Source Bank Accounts
8. Holiday Schedule
Earnings:
1. Earnings Table
2. Earnings Program Table
3. Special Accumulators Table
4. Review Special Accumulators
Deductions:
1. Deduction Table
2. General Deduction Table
3. Company General Deduction
4. Deduction Subset Table
5. Review Deduction Subsets
Processing:
1. Pay Group
2. Balance ID
3. Pay Run ID
4. Pay Calendars
5. Create Pay Calendars
6. Pay Message Table
7. Paycheck options
8. Rapid Entry Pay sheet
9. Configuration Online Printing
10. Final Check Program
11. Final Check Action / Reason
U.S. Taxes:
1. Tax Location Code.
2. Federal/State Tax Table
3. Company State Tax
4. State Tax Reciprocity
5. SWT Marital Status
6. Taxable Gross Definition.
7. Local Tax Table
8. Company Local Tax Table
9. Local Tax Reciprocity Table
10. Work Locality Reciprocity
Garnishment:
1. Disposable Earnings Definition
2. Disposable Earnings Defn – CAN
3. Rules Table
4. Rules Table – CAN
5. Proration Rules Definition
6. State Proration Rules
7. Clone Rules
8. Payee Table
RETROACTIVE PAY:
1. Retroactive Pay Program
2. Retroactive Pay Mass Request
BUSINESS PAYROLL SURVEY:
1. Reporting Unit Table
2. Business Information
3. Activity Table
Payroll for North America relies heavily on the information that is set up in the HCM foundation tables, such as :
• Installation
• SetID
• Location
• Department
• Company
• Frequency
• Job Code

Person Model

Types of Persons in PeopleSoft

There are three types of persons (Organizational relationship) can be created in PeopleSoft:

1. Employee (PER_ORG = EMP)

A person who is hired to provide services to the organization and has a legal employee relationship with the organization.

2. Contingent Worker (PER_ORG = CWR)

A person who provides services to the organization and who does not have a legal employee relationship with the organization.

3. Person Of Interest (PER_ORG = POI)

A person who is neither an employee nor contingent worker but is of interest to the organization.

PeopleSoft9.2 HCM

Thursday, 28 August 2014