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