Peoplesoft HCM Core HR

CORE HR:

}  PeopleSoft’s Human Capital Management (HCM) solution enables Human Resources (HR)   (CORE HR) organizations globally to transition from administration towards achieving workforce excellence. PeopleSoft HCM solutions support all components of a comprehensive HCM strategy

}  Core HR tells us about the key concepts in the configuration and tables included. It deals with the installation table and the setup related tables.

After the initial installation settings are done, the first step in configuring the application for an organization is to Set-Up the Organizational Master Data. This data is also referred as Foundation Data.

Types of PeopleSoft Tables

       The PeopleSoft Human Resources application stores information in various types of tables.        These tables each serve different purposes. They all function as foundation tables for storing an organization’s human resources data.

• Translate table

• Processing and defaulting tables

• Control tables

• Transaction tables

Set ID:

Set id is a High level field in the PeopleSoft; it is an unique identification of Control table.

To create set ID:

With Set ID’s definition it is possible to control what a business unit can access within a table, as they are used to restrict or grant access to different data in a single table thereby allowing table set sharing. In Xyz Company, each LOB (Line of business) maintain separate department, designation etc. Set ID will be created for each line of business so that each LOB can view respective data.

"An identification code that represents a set of control table information or TableSets. A TableSet is a group of tables (records) necessary to define your company’s structure and processing options." Set IDs are a fundamental element of PeopleSoft configuration that enable flexibility and control of control data

SetIDs - are used to group control data

•     Store master data applied against transactions
•     Are updated infrequently
•     Define accounting structure and processing rules
•     Reflect business policies, organizational structure and/or processing rules, i.e. a logical grouping relative to where the controls are to be applied
•     Prime key field on control tables
•     Data is usually effective dated

Navigation: People Tools >Utilities >Administration> Table Set IDs

Business Unit:

The Business Units are logical organizational entities, determinant on many control tables, which are a way of tracking specific business information for reporting and for data collection. In Xyz Company, business unit will be created for each LOB.

   Store data about day-to-day business activities
•     Are updated frequently
•     Define restrictions and defaults
•     Control reporting and/or security
•     Reflect how operations are organised, i.e. a logical grouping relative to the module function
•     Prime key field on transaction tables

When a business unit is created, a setID of the same name is also created.
When a business unit is created, it is linked to a default setID (which may or may not be the one automatically created).
SetIDs can be created independent of a business unit, e.g. SHARE.
When business units are created they update records BUS_UNIT_TBL_FS and BUS_UNIT_TBL_XX (where XX represents the module) and will also update external systems (e.g. HR) if service operations (messages) for business units are active.

Data keyed by the same SetID is called a TableSet.

The combination of Business Unit and Set ID are effectively applied against a record group (a collection logically and functionally created control tables) and enable a mixing and matching of control tables with transactions (affected by those control tables). This is referred to as TableSet Control. 

Navigation: Set Up HRMS> Foundation Tables >Organization> Business Unit

LOCATION Setup:

The purpose of establishing Locations in PeopleSoft application is to clearly identify physical local place where the employees work.

PeopleSoft Locations would be mapped with the actual Xyz Company office locations. For each location the default holiday-schedule will also be specified.

Navigation: Set Up HRMS >Foundation Tables >Organization > Location

Location – Location Address tab

This page is used to record the Location description, address, phone/Fax, building, floor, country, etc.

Location – Location Profile tab

This page is used to store the location profile information, such as:

§  Salary Default – The Set id and Salary plan will be used to default the salary information

§  Regulatory Region or Region

§  Holiday Schedule – a code defined with the specific holidays of the Location

§  Division – linked with the location

Each Line of Business shares the Locations and thus, one set id will be created for each Line of Business. If a location is common for State and Corporate Office or State and Unit Office a different location code will be configured to enable accurate data security. The list of locations will be finalized in Steering.

Sub-Location: The purpose of establishing Sub Locations in PeopleSoft application is to clearly identify physical local place where the employees work.
PeopleSoft Sub Locations would be mapped with the actual Xyz Company

Company Setup:

The purpose of the Company table is to define organization’s legal business entities.

Navigation: Set Up HRMS> Foundation Tables >Organization >Company

Company– Location tab

Company is defined with code, the effective date from which it exists, short and long description of the company and the address. It can be associated with the Location, if it was already set up, and the corresponding set ID.

PeopleSoft allows 3 characters for Company code. Also, the EFFDT can be set for all companies as ’01-01-1900’ to avoid any data discrepancies.

Company– Default Settings tab

This page is used to specify default company information, like regulatory region and currency code. The values can be overridden at job level. Payroll for North America will be ignored, as well as the linked fields.

Company– Phones tab:
This page can be used to define the company’s industry (type of industry and industry sector) and the phone numbers of the company, like business, fax, etc.

Company– Rules Definition tab:

This page can be used to define the decimal precision for Full-Time Equivalency, so the purpose is to enter the number of decimal positions that the system will use to calculate FTE. FTE is used for calculating the employees pay on basis of hours worked. This feature will not be required for DB.

Department Setup:

The Departments are an important definition of the organizational structure. Based on the Department, the Location code, company and manager ID can be defaulted at the worker level. Xyz Company has currently many Departments/Verticals such as Finance and Accounts, HR, Editorial etc. These departments can be mapped to PeopleSoft departments. These departments typically have parent level department or verticals. Each vertical will have respective corporate head, state heads and unit heads.

Navigation: Set Up HRMS> Foundation Tables> Organization> Departments

Departments – Profile
In this page, Manager Type can be used to define the Manager ID or Manager’s Position number of the department. Since Xyz Company has departments centrally organized, thus, this feature will not be used.

The department/verticals in Xyx Company are listed in the table below.

SNO            Line of Business       Department Code                Department Description
1                   XXXX0                                  100                                                 Actuary
2                   XXXX0                                 120                                                  Admn
3                   XXXX0                                 140                                                  Claims
4                   XXXX0                                 160                                                  Corporate

Job Code:

Job code is an identification of job description Xyz Company maintains Designations and Salary grades for an employee. The designation can be mapped to PeopleSoft Job Code. Job Code has standard hours, work period, compensation frequency etc.

                                                       
Navigation: Set Up HRMS> Foundation Tables>Job Attributes> Job Code Table

Compensation:

            Compensation is a systematic approach to providing monetary value to employees in exchange for work performed. Compensation may achieve several purposes assisting in recruitment, job performance, and job satisfaction.

Ex

• Base Pay
• Commissions
• Overtime Pay

Salary Plan:
Salary Plans define salary components and default values for the components

Navigation: Set Up HRMS > Product Related> Compensation> Base Compensation >Salary Plan

Salary Grade:

Every company will maintain their own salary grades Xyz Company hires employees in one of the following grades:

Navigation: Set Up HRMS> Product Related> Compensation> Base Compensation> Salary Grade

Pay group:

A pay group is a logical grouping of employees based on shared characteristics that facilitate payroll processing because of common requirements such as employee type, pay frequency, same country location, and so on. A pay group consolidates a set of employees within a company for payroll processing.

Navigation: Main Menu > Set Up HCM > Product Related > Payroll For North America > Payroll Processing Controls > Pay group Table .

Create Shift Table:

 It provides an overview of shifts and discusses how to set up a shift.

If your organization doesn't use multiple shifts, you must still set up the Not Applicable (N/A) shift with blank values in the Shift table for each pay group set ID. N/A is the default shift in Job data. Setting up this shift avoids potential processing errors if an earnings code is created with Elig for Shift Differential selected (the default value).

Navigation =>Set Up HCM >  Related >  Payroll for North America > Compensation and Earnings >  Shift Table.

Table Set Control:

            Table Set controls associate business units with record groups and set IDs. Each business unit has its own Table Set control, which is stored on the Table Set Record Group Control table. You can associate a set ID for each individual record group to a business unit.

Table Sets are groups of control tables that enable you to share the same control values among multiple business units. This reduces data redundancy by enabling multiple business units to access shared information while keeping information such as departments decentralized. You can use business units and Table Sets to associate a business unit with individuals in the enterprise or to specify default values for a business unit's transactions.

Navigation : People Tools> Utilities> Administration> Table Set Control.

Here we need to change the Record Group Id  (PY_O2,HR_01,HR_02,HR_03)  set id as your created Set id.