PSFT HCM 910 BPM

Business Process Maps
Oracles PeopleSoft Enterprise Human Capital Management 9. 1
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.
February 2010
Business Process Maps for PeopleSoft Enterprise Human Capital Management 9.1 Copyright 2010, Oracle and/or its affiliates. All rights reserved.
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PeopleSoft Enterprise Recruiting
Human Resources VP
Analyze Recruiting
Human Resource Manager
Plan Recruiting
Recruiter
Recruit Applicants
Evaluate and Select Applicants
Hire and Enable Resources
Line Manager
Copyright 2010, Oracle and/or its affiliates. All rights reserved.
PeopleSoft Enterprise Plan Recruiting
Define Organization Competencies and Accomplishments
Analyze Recruiting
Define Recruiting Goals and Measurements
Assess Workforce Competencies
Create Competency Strategy

Analyze Pool of Available Applicants Create Recruiting Strategies
Analyze Recruiting Processes and Channels
Recruit Applicants
Recruiter
PeopleSoft Enterprise Define Recruiting Goals and Measurements
Analyze Recruiting
Define strategic goals and measurements
Review and finalize scorecard Set Targets KPI Compare Assign Calendar to Scenario
Analyze Recruiting Processes and Channels
Analyze Pool of Available Applicants
Need to Create Goals
Identify strategy components Strategy Tree Strategic Components Strategic Comps KPI Set Cause and Effect Set
Special projects or actions?
No
Create portfolios to compare scorecards to others, if needed Define Portfolio Component Ranking Opposite Component Rank Dim Member Selection Rule
Yes
Human Resource Analyst

Need to Create Measurements
Identify supporting objects for Key Performance Indicators (KPIs) Data Elements Calculations Actions Activities Assessments Assessment Colors Assign Calendar to Scenario System Options Weight Scales
Create KPIs KPIs KPI Families Cause and Effect Calculation Rules Define KPI Targets Target Rule Dimension Members Composite KPIs KPI Package KPI Migration Utility
Identify strategic initiatives Strategic Initiative Initiative Definition View Create the scorecard Define Scorecard Details Identify Assessment Groups Associate Related KPIs Set Targets Assign Calendar to Scenario
Technical Specialist
Calculate and assess KPIs Calculation and Assessment Action Notification Error Messages Run Workforce Groups Jobstream Run Competency Strategy Run Jobstream Run Multiple Jobstream
EIP (KP_KPI_ASMT_FACTS): Publish KPI information
Employee
Review and finalize employee scorecard Set Targets KPI Compare Assign Calendar to Scenario
Line Manager
PeopleSoft Enterprise Define Organization Competencies and Accomplishments
Human Resource Specialist
Competency and Qualification Details
Create rating scale models Rating Model
Define competency types Competency Types
Define profiles for jobs, positions, and other business entities Non-Person Profiles
Review and modify the different competency categories or types Competency Summary
Define specific educational qualifications Schools School Types Degree Subject FPS Majors Faculty Table JPN
Define?
National Vocational Qualifications GBR
Define National Vocational Qualifications (NVQs) Award Body NVQ Award Bodies
NVQ Reports NVQ Listing Unit Listing Unit/Element
Define Recruiting Goals and Measurements
PeopleSoft Enterprise Assess Workforce Competencies
Person to Role Plan Successions Create profiles for employees, contingent workers, and persons of interest Person Profiles Review competency and NVQ summaries Competency Inventory License/Certificate Renewal Person Profile Report NVQs by Employee NVQs by Qualification Employee Status Employee Plan
Compare an individuals to roles and identify gaps Person to Role
Identify individual's scheduled training Training
Create employee teams?
No
Need proficiency analysis?
Role to Person
Compare roles to individuals and identify gaps Role to Person
Analyze results of gap and match analysis
Review and approve profiles Approve Profiles
Search for profiles that meet criteria Search and Compare Profiles Compare Profiles
Yes Team to Job Compare team members to job tasks Compare Team to Job Task
Create employee teams Create Teams
Review summary of professional training courses Training Summary
PeopleSoft Enterprise Create Competency Strategy
Create Compensation Plans "Shortage in Current Competency Requirements"
Review workforce groups Review Workforce Group
Create Compensation Strategy Yes
Review workforce groups?
No
Review workforce competency and accomplishment inventory Worker Accomplishments Worker Competencies Competency Inventory Search Competency Search Accomplishment Review Accomplishment
Define competency strategy Setup Competency Strategy
Define competency model Setup Competency Model
Create competency strategy Run Competency Strategy
Allocate monetary values to the roles and competencies Review Value Allocation
Compare current competency inventory to strategy Run Competency Strategy
Define competency match criteria Setup Competency Model Run Competency Strategy
Review match results and assess current workforce competencies Review Match Results
Assess Workforce Competencies Create Recruiting Strategies
PeopleSoft Enterprise Recruit Applicants
Plan Recruiting
Human Resources VP
Analyze Recruiting
Line Manager
Create Job Requisitions
Post Job Requisitions
Recruiter
Attract Applicants
Receive and Track Applications
Search for Jobs Self Service
Apply for Job Self Service
Candidate
PeopleSoft Enterprise Create Job Requisitions
Plan Recruiting
Yes
Plan Headcount (FPS)
Plan Headcount (FPS) Create new job opening Create New Job Opening Associate notes and attachments as needed Create New Job Opening Select screening questions for online applicants Create New Job Opening Job Opening Screening
Resubmit for Approval Request job opening approval Create New Job Opening Check job opening approval status Pending Approvals
Line Manager
Request headcount? Request Recruiter to create job opening? View list of existing and/or prior job openings, if needed Find Job Openings Browse Job Openings
No
No
No
Clone existing job opening? Modify cloned job requisition to meet requirements Find Job Openings
Yes Yes
Clone existing job opening Find Job Openings
Recruiting Approval Authority
Receive notification of job opening pending approval Pending Approvals Worklist
Review, update, approve or deny request for job Pending Approvals
No Review and update existing job opening in progress Find Job Openings Select pre-screening and screening questions for rating online applicants Job Opening Screening Action(s)? Ready to submit for approval? Associate notes and attachments as needed Find Job Openings Resubmit for Approval Yes
Modify Existing Opening Job Openings Create New Job Opening
Recruiter
My Job Openings View list of existing and/or prior job openings Find Job Openings Search Postings Action? Clone Existing Job Opening
Create new job opening Create New Job Opening
Select person or nonperson profiles for base requirements
Clone existing job opening Find Job Openings
Modify cloned job requisition to meet requirements Find Job Openings
Request job opening approval Pending Approvals
Check job opening approval status Pending Approvals
Find Job Openings
Create from Open Position
Create job opening based on open position Create Openings from Positions
10
PeopleSoft Enterprise Post Job Requisitions
Web Sites
Identify internal or external websites for posting
Recruiting Agencies
Identify recruiting agencies for posting job opening
Post job opening Manage External Postings
Integration with third parties using PeopleSoft's Open Integration Framework (OIF) Review job postings by job board, if needed Manage External Postings Search Postings Full Text Vacancy (USF) Integration with PeopleSoft Services Procurement using PeopleSoft's Open Integration Framework (OIF)
Line Manager
Create Job Requisitions Where to post job? Job Board Identify job boards for posting Post job opening Manage External Postings Receive posting confirmation(s) Manage External Postings
Services Procurement
Identify Services Procurement for posting job opening
Source Service Suppliers Source Service Suppliers
Web Sites
Identify internal or external websites for posting Integration with third parties using PeopleSoft's Open Integration Framework (OIF)
Recruiting Agencies
Identify recruiting agencies for posting job opening
Recruiter
Where to post job? Job Board
Identify job boards for posting
Receive posting confirmation(s) Manage External Postings
Review job postings by job board, if needed Manage External Postings Search Postings Full Text Vacancy (USF)
Attract Applicants
Services Procurement
Identify Services Procurement for posting job opening
Source Service Suppliers Source Service Suppliers
Integration with PeopleSoft Services Procurement using PeopleSoft's Open Integration Framework (OIF)
Candidate
Search for Jobs SelfService
11
PeopleSoft Enterprise Search for Jobs Self-Service
Search Print Media
Search hard copy publications
Attend Recruiting Event
Attend recruiting event or job fair
Where to search for job?
Visit Job Boards
View job postings directly on job board
Register for job board and provide profile information
Candidate
Search the Internet
View job postings on other external websites
Send job posting to a friend Careers
Apply for Job Self Service
Search Company Website
Search job postings directly on company website Careers Job Search
Review job postings Careers
Decide if need to?
Register as a new applicant Careers
Subscribe to potential employer's job search agent Careers
Receive and review listing of potential job postings Careers
Line Manager
Recruiter
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
Seek Job Opportunity Search job postings directly on company website Careers
Employee
Job Openings
Review job postings Careers
Action?
Refer a Friend
Send job posting to a friend Careers
12
PeopleSoft Enterprise Attract Applicants
Advertise
Advertise job openings in media publications
Receive Inquiries or Referrals
Receive inquiries or referrals in person or via phone or email
Track correspondence and contacts Contact Notes Manage Applicant Track correspondence and contacts Contact Notes Manage Applicant
Participate in Recruiting Events
Participate in job fair or recruiting event
Create list of applicant leads to qualify Applicant Lists
Contact potential applicants by email, phone, fax or mail
Record general expenses associated with recruiting Find Job Openings
Recruiter
Decide if need to? Search Applicant Database Search applicant database for individuals meeting criteria Find Applicants Review applicant search results Find Applicants Job Openings Search the internet for applicant leads Find Applicants My Job Openings Supplier = AIRS Find Job Openings My Applicants
Search the Internet
Create/Review Hot Jobs
Define "hot jobs" criteria Hot Jobs
Review hot job history and update amounts and timing of awards Hot Job History
Recruiter Alerts
Line Manager
Post Job Openings
Employment Coordinator
Create Employee Referral Program
Define the conditions under which an employee is eligible for award payment under the Employee Referral Program Employee Eligibility Rules
Set up the amounts and timing of awards in the category for both ERPs and hot Jobs Award Category Rules
Create or update a referral program ID, description, effective date, and some business rules Employee Referral Program
Select the employee eligibility and award category rules that are in effect for the program Employee Referral Program
13
PeopleSoft Enterprise Apply for Job Self-Service

Mail hard copy of resume
Mail Resume
Fax Resume
Fax copy of resume
Search for Jobs SelfService
Prompted by Print Media or Recruiting Events
Method of application?
Email Resume
Email copy of resume
Apply Directly Online Prompted by External Job Boards or Internet Send applicant profile to company recruiting process Transfer applicant to online application form pre-populated with information provided by applicant
Provide a resume online Careers
Candidate
Select the positions for which to apply
Register as a new applicant Careers
Action?
Create a resume online Careers No Search job postings Careers Select jobs in which to apply Careers Provide additional attachments to support job application Careers Receive confirmation that the resume was received Careers
Integration with third party using PeopleSoft's Open Integration Framework (OIF)
Prompted by Externally Exposed Job Postings on Company Website
Apply for a job Careers
Complete pre-screening questionnaire Careers
Pass pre-screen?
Yes Provide competency and accomplishment information Careers Provide employment and training history Careers Provide references and personal data Careers Provide referral source information Careers
Verify contact information Careers
Respond to screening questions Careers
Submit online application Careers
Action?
View a summary of the jobs applied for, and the application status Careers
Employee Choice to Seek Job Opportunity
Recruiter
Track correspondence received from applicants Contact Notes Manage Applicant Administer Referrals Track Duplicate Referrals
Confirm or cancel the referral initiated by the applicant Confirm Referral
Employee
Employee Choice to Refer a Friend Select job opening and create a referral Refer a Friend Review the eligibility and award payment status for each applicant referred Check Referral Status
14
PeopleSoft Enterprise Receive and Track Applications
Candidate
Apply for Job SelfService
Extract Resumes
Extract resumes from emails
Yes
Need to?
Load Resumes
Load resumes received in electronic format Load Resume
Notify applicants that resumes have been added to the applicant database
Employment Coordinator
Review Extracted Resumes
Review and/or update extracted resumes Manage Resumes Integration with third party resume extractor using PeopleSoft's Open Integration Framework (OIF)
Using automated entry?
No
Identify or update applicant information Add New Applicant
Create resume receipt acknowledgments and send to applicants Generate Recruitment Letters Send Correspondence Create an individualized checklist for a particular applicant for whom recruitment activities are tracked Applicant Checklist
Record information about how the applicant was referred to the organization Add New Applicant Applicant Summary by Source
Add or update competencies and accomplishments Add New Applicant Applicant Competencies
Review summary of applicants Applicant Summary by Job Applicant Summary by Source
Recruiter
Attract Applicants
Line Manager
Evaluate and Select Candidates
Human Resources VP
Analyze Recruiting
15
PeopleSoft Enterprise Evaluate and Select Applicants
Recruiter
Recruit Applicants
Screen Applicants
Match Applicant to Opening
Schedule Interviews
Perform Pre-Hire Activities
Present and Manage Offers
Human Resources VP
Analyze Recruiting
Conduct Interviews and Select Final Candidates
Line Manager
16
PeopleSoft Enterprise Screen Applicants

Review applicant status, resume, and/ or applicant profile My Applicants
Line Manager
Search internal database for applicant suitable for a job requisition Find Applicants
Review list of potential candidates based on search criteria Candidate Listing
Need to review?
Review correspondence history and attachments My Applicants
Review applicant questionnaire results My Applicants Review Questionnaire Results
Search Leads and Contacts Recruit Candidates Decide if need to?
Search for potential applicants that may be suitable for a job requisition Find Applicants Applicant Lists
Go to section titled "Attract Applicants"
Search Internal Applicant Database
Search internal database for applicant suitable for a job requisition Find Applicants
Review list of potential candidates based on search criteria Find Applicants
Create Automated Search Agent Search for Qualified Individuals Action(s)? Review Potential Candidates Sent from Job Boards
Define search criteria and create automated search Saved Searches Run Automatch Search
Review list of potential candidates identified by automated search agent Find Applicants Provide Certificate of Eligibles and candidate referral list to the hiring official
Recruiter
Receive potential candidates identified by Job Boards using PeopleSoft's Open Integration Framework (OIF)
Review list of potential candidates provided by Job Boards Find Applicants
My Applicants
Recruiter Alerts
Review Potential Contingent Workers from Services Procurement
Receive potential candidates from PeopleSoft Service Procurement using PeopleSoft's Open Integration Framework (OIF)
Review list of potential candidates provided by Services Procurement Find Applicants Review list of highly qualified applicants; adjust rank if needed Job Opening Screening Override rankings for competitive or noncompetitive applicants Job Opening Screening Create candidate referral list Candidate Evaluations List Create Certificate of Eligibles Certificate of Eligibles Print the Certificate of Eligibles report Certificate of Eligibles
Review Applicant Screening Results
Review list of applicants who applied for a specific job requisition Job Opening Screening
Screening USF applicants?
No
Review requirements met by applicant Job Opening Screening
Rate applicant competencies and accomplishments Job Opening Ranking Applicant Rating
Review list of applicants who meet or exceed the final screening criteria Job Opening Screening
No Screening USF applicants? No Validate applicants qualifications using Crediting Plan Job Opening Screening
Need to rank candidates? Create ranking plan Job Opening Screening Categorize and rank applicants per ranking plan Job Opening Screening
17
Yes Identify the applicants who have priority placement rights Job Opening Screening Process Priority Placement
Yes
Yes
PeopleSoft Enterprise Match Applicant to Opening
Route Applicant Information
Route applicant information to appropriate parties for additional review My Applicants
Receive and track reviewer recommendations and details My Applicants
Action?
Add Applicant to List of Candidates
Update applicant information and disposition status My Applicants
Line Manager
Decide if need to?
Link Applicant to Job
Link applicants to requisitions My Applicants
Reject Applicant
Reject Applicant
Update applicant disposition for a given job My Applicants
Candidate
View status of application Careers
Forward applicant to another recruiter or individual Forward Applicant Screen Applicants Review applicant status, resume, and/ or applicant profile My Applicants Present and Manage Offers Link Applicant to Job
Add Applicant to List of Candidates Link applicants to job, if needed My Applicants
Review applicants associated with a job opening Applicant Summary by Job
Schedule Interviews
Add Applicant to List of Candidates
Review questionnaire results Review Questionnaire Results
Action(s)?
Route Applicant Information
Route applicant information to appropriate parties My Applicants Forward Applicant
Receive and track reviewer recommendations and details My Applicants
Action?
Recruiter
Need to review? Review correspondence history/attachments Contact Notes Reject Applicant Update applicant disposition for a given job My Applicants Reject Applicant
Add applicant to a list My Applicants
Request further applicant screening or information Send Correspondence
Document correspondence send and received Contact Notes
Add applicant to list of rejected applicants Manage Applicant
Send rejection letter to applicant(s) Send Correspondence Generate Recruitment Letters
Document correspondence with applicant Contact Notes
18
PeopleSoft Enterprise Schedule Interviews
Schedule Interviews
Review list of candidates associated with a job opening Manage Applicant Job Opening 360 Candidate Listing
Review candidate application information, resume, disposition and status history Manage Applicant
Record decision to interview, hold, or reject the candidate Manage Applicant
Create interview schedule for selected candidates Schedule Interview Action(s)? Update candidate information, status, or disposition Manage Applicant
Create interview schedule(s) Schedule Interview Send notifications to participants of the scheduled interview Manage Applicant Document correspondence sent Manage Applicant Send Correspondence
Conduct Interviews and Select Final Candidates
Line Manager
Review list of candidates recommended for interview for a job opening Manage Applicant
Review candidate application information, resume, disposition and status history Manage Applicant
Confirm candidates for interview Manage Applicant
Receive notification and confirm interview schedule Interview Calendar Interview Team Schedule Interview Notifications
Employee
Receive notification and confirm interview schedule Interview Calendar Interview Team Schedule Interview Notifications
Candidate
Receive and manage interview notification and confirm interview Careers Interview Notifications
Review feedback, resume, and/ or applicant profile Manage Applicant Action?
Review candidate disposition status history Manage Applicant Review list of candidates for a job associated with a job opening Manage Applicant Job Opening 360 Candidate Listing Record decision to interview, hold, or reject the candidates Manage Applicant
Route candidate interview list for job to hiring manager Manage Applicant
Send notifications to participants of the scheduled interview Manage Applicant
Route candidate information to interviewers Manage Applicant Forward Applicant
Document correspondence sent to interviewers and candidates Manage Applicant Send Correspondence
Recruiter
Schedule Interviews on Behalf of Manager
Decide if?
Review correspondence history and attachments Contact Notes
Action(s)?
Create interview schedule for selected candidates Schedule Interview Update candidate information, status, or disposition Manage Applicant
Create interview schedule(s) Manage Applicant My Applicants Recruiter Alerts
My Job Openings
Contact applicant for follow-up, further screening or information Send Correspondence
Document correspondence sent and received Manage Applicant Send Correspondence
19
PeopleSoft Enterprise Conduct Interviews and Select Final Candidate
Reject Candidate
Update applicant disposition for a given job Manage Applicant
Send rejection notifications Generate Recruitment Letters Send Correspondence
Track correspondence Contact Notes
Line Manager
Create candidate interview evaluation and record results Interview Evaluations Create Interview Evaluation View interview results, ratings and recommendations Manage Applicant Evaluation Summary Perform comprehensive review of candidates in each stage of the selection process Manage Applicant
Select candidates for preemployment checks Manage Applicant Select Final Candidate(s)
Action?
Update final candidate information and status Manage Applicant
Review candidate information provided
Review interview schedules Interview Team Schedule Interview Calendar
Prepare and conduct interview
Action?
Provide candidate selection information to recruiter
Employee
Review candidate information provided
Review scheduled interviews Interview Team Schedule Interview Calendar
Evaluate candidate and provide recommendation Interview Evaluations Create Interview Evaluation
Candidate
View a summary of their scheduled interviews, listed by job requisition Careers
Prepare and attend interview
View job application summary and status Careers
Provide expense documentation, if needed
My Applicants By Applicant
View interview schedules by applicant Manage Applicant Interview Team Schedule
View list of interviews to conduct Manage Applicant
Evaluate candidate and provide recommendation Create Interview Evaluation
Capture costs claimed by candidates by requisition Find Job Openings Job Openings
Action?
Select candidates for preSelect employment Final checks Candidate(s) Manage Applicant
Update candidate information and status Manage Applicant
Recruiter
Schedule Interviews Need to view interview schedules? By Requisition
View interview schedules by requisition Interview Calendar Interview Team Schedule
Action(s)
Create reminders for reviewer's to complete evaluations Interview Evaluation Reminder
Review candidate interview status and confirm complete Manage Applicant
View interview results, ratings and recommendations Manage Applicant
Action(s)?
Contact candidate and follow-up on interview and status Send Correspondence
Reject Candidate
Update candidate disposition for a given job Manage Applicant
Send rejection notification Manage Applicant Send Correspondence
By Applicant List
View interview schedules by applicant list Manage Applicant
Review requisition interview status and confirm complete Find Job Openings
Track contacts, conversations and correspondence Contact Notes

20
PeopleSoft Enterprise Perform Pre-Hire Activities
Update candidate status Manage Applicant
No Conduct Interviews and Select Final Candidates Need to request references? Review and/or verify references for the selected applicant Manage Applicant Access provider website and request candidate inquiries Preemployment Check Review status of request for pre-employment inquiries Preemployment Check Review results of preemployment inquiries Preemployment Check
No
Make offer?
Yes
Line Manager
Yes Send an email to the applicant requesting references Send Correspondence Provide candidate information to preemployment verification provider Supplier provides the status of requests from PeopleSoft which is kept current using application messaging Complete checks and send an email to the requester when the results are available
Capture pre-employment check expenses provided by pre-employment verification provider
Candidate
Receive request for references
Provide reference information
Send an email to the applicant requesting references Send Correspondence Yes
Review and/or references for the selected applicant Manage Applicant
Access provider website and request candidate inquiries Preemployment Check
Review status of request for preemployment checks Preemployment Check
Review results of pre-employment checks Preemployment Check
Provide feedback and recommendations
Present and Manage Offers
Recruiter
Need to request references?
No
Provide candidate information to preemployment verification provider
Supplier provides the status of requests from PeopleSoft which is kept current using application messaging
Complete checks and send an email to the requester when the results are available
My Applicants
Recruiter Alerts
Capture pre-employment check expenses provided by pre-employment verification provider
21
PeopleSoft Enterprise Present and Manage Offers
Analyze Recruiting
Revise Offer
Provide approved job offer to Services Coordinator Manage Applicant Yes
Go to "Source Suppliers" to assess and award bids
From "Source Suppliers" to assess and award bids
Receive and document offer response Manage Applicant
Yes Action? Offer Rejected Record offer rejection Manage Applicant Record counteroffer Manage Applicant
Notify candidate Send Correspondence
Record details of conversation or correspondence sent Contact Notes
Line Manager
Review final list of candidates Manage Applicant Review candidate information and status Manage Applicant Identify candidate(s) to receive offer(s) Manage Applicant Action? Create Offer Update candidate information Manage Applicant
Decide to negotiate and update offer?
No
Action(s)?
Update requisition information Manage Applicant
Update candidate disposition status View status Job Opening Status Submit a request to HR to hire the candidate Prepare for Hire
Provide notification Human Resources to perform Hire using PeopleSoft's Open Integration Framework (OIF)
Prepare job offer and submit for approval Manage Applicant Prepare Job Offer
Counter Offer Received Route offer information to approval authority Manage Applicant Prepare Job Offer Review Job Offer Status Manage Applicant Pending Approvals Offer for contingent worker? Present approved job offer to applicant Manage Applicant Record details of conversation or correspondence sent Manage Applicant Contact Notes Provide information/ clarification Send Correspondence Record details of conversation/ correspondence sent Contact Notes
Offer Approved
No
Offer Accepted
Record offer acceptance Manage Applicant
Update candidate disposition status
Go to: "Screen Applicants" to continue candidate search
View status of requisition and/or candidate(s) Find Job Openings Manage Applicant
Hire and Enable Resource
Recruiting Approval Authority
Receive notification of offer pending approval Worklist
Review job offer and make approval decision Manage Applicant
Request Offer
Request information Yes Reject offer Review details of offer Need to discuss offer details Yes Request information Receive, sign and return official offer and other pre-hire documents
Candidate
Receive Offer
No
Offer decision?
Accept offer
Negotiate offer
Update candidate information Manage Applicant My Applicants Prepare job offer and submit for approval Manage Applicant Prepare Job Offer Route offer information to approval authority Manage Applicant Prepare Job Offer Review Job Offer Status Manage Applicant Pending Approvals Offer Approved Offer for contingent worker?
Offer Accepted Present approved job offer to applicant Manage Applicant Record details of conversation or correspondence sent Manage Applicant Contact Notes Provide information/ clarification Send Correspondence Record details of conversation/ correspondence sent Contact Notes
Record offer acceptance and email hiring manager
Update candidate disposition status Record offer rejection and email hiring manager Manage Applicant Update candidate disposition status
Create checklist for hiring process Applicant Checklist
Identify Salary Package AUS
Identify proposed applicant salary package information Salary Package Model
Update candidate status for new hire processing Manage Applicant
No
Create rejection letters to send to other candidates Generate Recruitment Letters Decide if need to? Create official offer letter Generate Recruitment Letters Send candidate official offer letter and/or additional pre-hire documents for signature Send Correspondence Document receipt of signed official offer and other pre-hire documents Contact Notes
Recruiter
Recruiter Alerts
Receive and document offer response Manage Applicant
Action?
Offer Rejected
Record offer rejection and email hiring manager Decide to negotiate and update offer? No Action(s)?
Send Offer Letter
Action(s)? Review expense requisition information Job Opening Cost Analysis
Yes Record counteroffer and email hiring manager
Revise Offer
Provide approved job offer to Services Coordinator Manage Applicant
Go to "Source Suppliers" to assess and award bids
From "Source Suppliers" to assess and award bids
Counter Offer Received
Notify candidate Send Correspondence
Record details of conversation or correspondence sent Contact Notes Create Employment Contracts
Yes Go to: "Screen Applicants" to continue candidate search and evaluation
Create employment contract Applicant Contracts
Document official offer and materials sent to candidate Contact Notes
Integration with FSCM - person's contract information EIP (AM):PERSON CONTRACT
Review job openings Job Posting Works Council Posting Job Opening Status
22
PeopleSoft Enterprise Hire and Enable Resources
Line Manager
Recruiter
Close Job Requisitions
Enter New Hire Information
Enable New Hire (Onboard)

Manage Recruiting Expenses
Analyze Recruiting
Human Resources VP
23
PeopleSoft Enterprise Enter New Hire Information

Close Job Requisitions
Recruiter
Line Manager
Evaluate and Select Candidates
Template-Based Hire
Add new hire by selecting preconfigured template and completing simple data entry Template-Based Hire Add Template-Based Hire
Review template-based hire details Template-Based Hire Status
Hire Applicant as New Employee
Identify applicant's personal information Manage Hires
Identify work location, job, labor, payroll, salary plan and compensation information Manage Hires
Create Hire Listing CAN
Create list containing hiring information Hire Report CAN
Perform Concurrent Hire or Hire Person as Employee
Add a new employment organizational instance for a Person Add Employment Instance New Employment Instance
Identify work location, job, labor, payroll, salary plan and compensation information Add Employment Instance
Create Hire Letters ITA
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
Hire Contingent Worker
Create a new contingent worker organizational instance for a Person Add Contingent Worker Instance New Contingent Worker Instance
Identify work location, job, labor, payroll, salary plan and compensation information - contingent Add Contingent Worker Instance
Decide if need to?
Receive notification from Recruiting to perform Hire using PeopleSoft's Open Integration Framework (OIF)
Hire/Transfer Existing Employee Create an Additional Assignment for an Employee or Contingent Worker
Review and/or update personal information Manage Hires
Identify work location, job, labor, payroll, salary plan and compensation information - existing Manage Hires
Send Contrata File ESP Create Contrata XML File ESP Load Contrata Data ESP Edit Contrata Data ESP Print Contrata XML File ESP Confirm Contrata XML File ESP Delete a Contrata XML File ESP
Add an assignment record for a person Add Additional Assignment Concurrent Hire USF Identify work location, job, labor, payroll, salary plan and compensation information - rehire Manage Hires Review New Hire Information USF
Manage Contrata Response File ESP Read External XML File ESP Review External XML File ESP
Review list of individuals that need hiring process to be completed Manage Hires
Review applicant's hire detail information Manage Hire Details
Check to see if applicant exists previously in system Search for People
Rehire Former Employee Verify that the hire action selected is appropriate Manage Hires Action?
Identify applicant's personal information - rehire Manage Hires
Print Contracts ESP Contract Printing ESP Print Contracts ESP
Hire New Employee USF
Create hire record for Federal employee and record general administrative details Hire Employee USF New Employment Instance USF Add Employment Instance USF
Print PAR request and Notice to Employee Hire Employee USF
Identify personal information Hire Employee USF
Identify job, position, benefits and retirement information Hire Employee USF
Identify compensation, earnings, and distribution details Hire Employee USF
Identify employmentrelated dates such as service computation and WIGI dates Hire Employee USF
Identify education, union affiliations and security clearance Hire Employee USF
Review new hire information and status New Hire USF New Hire Error USF Review New Hire Stats USF
Manage Recruiting Expenses
Hire French Public Sector
Create employee ID and identify personal information Manage Hires
Create legal relationship between employee and organization Initialize Status FPS
Update the employee record Employee Record FPS
Record the seniority bonus code and the seniority equivalent Hiring Seniority Bonus FPS
See model titled "Plan Headcount" to obtain headcount allocation for new hire if not previously allocated
Headcount allocated?
Yes
Validate the hiring process by comparing the employee's competencies to those that are required for the assigned job code Validate Hire FPS
Track supporting hiring documents Supporting Documents FPS
End
Enable New Hire (Onboarding)
Concurrent Hire of Existing Employee French Public Sector
Create new employee record, assign status and civil service position Add Concurrent Empl Record FPS No Identify the terminated employee to rehire Re-Hire Employee FPS
Delete and archive applicant data Delete ID FPS
Rehire French Public Sector
24
PeopleSoft Enterprise Close Job Requisitions

Analyze information on recruitment and hiring practices Adverse Impact (USA)
Enter New Hire Information
USA
Analyze ethnic and gender group movement and advancements Job Group Movement Analysis 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 and review DIMONA hire notifications to be sent to the Belgium Social Security office (RSZ) in the BEL form of flat files Create DIMONA Notification (BEL) Review DIMONA Notification (BEL)
USA
Create information for?
GBR
Review a breakdown of job offers versus application by UK-specific ethnic groups and by gender Adverse Impact (UK)
ITA
Create report of people with special hiring categories Special Hiring Category ITA
Human Resources VP
Analyze Recruiting
Employee
Review the eligibility and award payment status for each applicant referred Check Referral Status
Yes Review requisitions, and capture recruiting expenses Job Opening Status Job Opening Cost Analysis No Close requisitions for positions that have been filled Job Openings Eligible awards? No Regulatory information?
Yes
Evaluate and update eligibility employee and determine award status Process Referral Programs
View and override eligibility and award information for referrals as needed Administer Referrals
View duplicate referrals and adjust award amounts among eligible employees Track Duplicate Referrals
View audit list of manual overrides and the change details Review Override Audit
View and approve awards that have the status of "Needs Approval" Approve Employee Awards
Recruiter
Job Openings Recruiter Alerts Need to Provide Award Information to Payroll Receive notification of payment published by NA Payroll EIP Name: Payroll Issued eRecruit Payment
Yes
Send corrected awards?
No
My Job Openings
Find Job Openings Receive results of validation of requested awards published by NA Payroll EIP Name: eRecruit Request for Payment EIP Name: Acknowledgment/Verification of eRecruit Payment Review and correct awards that are rejected by PeopleSoft Payroll for North America Review Rejected Awards
Provide award payment data to payroll Process Referral Programs
25
PeopleSoft Enterprise Enable New Hire (Onboard)
Create Global Assignment
Track Global Assignments
Relocate New Hire
Manage Employee Data
Record Office/Phone Information
Manage Employee Data
Enter News Hire Information
Decide if need to?
Request Resources
Provide Employee Help Desk Support

Schedule Training Deliver Learning
Enroll in Benefits
Manage Benefits Enrollment
Plan Performance and Career
Determine Individual Development Goals
Perform Budget Check
Perform Real-Time Budget Check Y/N?
26
PeopleSoft Enterprise Analyze Recruiting
Plan Recruiting
Recruiter
Recruit Applicants
Data Administrator
Generate Recruiting Intelligence
Analyze Recruiting Performance
27
PeopleSoft Enterprise Analyze Recruiting Performance
Data Administrator
Generate Recruiting Intelligence
USA
Analyze ethnic and gender group movement and advancements Job Group Movement Analysis
Breakdown expense types and amounts for a job opening Job Opening Cost Analysis
Analyze information on recruitment and hiring practices Adverse Impact 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
Create information for?
BEL
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)
GBR
Review a breakdown of job offers versus application by UK-specific ethnic groups and by gender Adverse Impact (UK)
ITA
Create report of people with special hiring categories Special Hiring Category ITA
USF
List all vacant budgeted positions Vacant Budgeted Positions
Review additional details about the recruiting process
Plan Recruiting
28
PeopleSoft Enterprise Deployment
Plan Deployment
Respond to Employee Lifecycle Actions
Maintain Employee Data
Measure Deployment Effectiveness
Manage Health and Safety

Manage Absences
Time and Labor Administrator
Manage Time and Labor
Payroll Administrator
Manage Payroll
Travel and Expense Manager
Manage Expenses
Provide Help Desk Support
Enterprise Help Desk Agent
29
PeopleSoft Enterprise Plan Deployment
Define Deployment Goals and Measurements
Define Positions
Create Organizational Structure
Plan Headcount FPS
Headcount Manager
30
PeopleSoft Enterprise Define Deployment Goals and Measurements

Define strategic goal and measurements Review and finalize scorecard Set Targets / KPI Compare Assign Calendar to Scenario
Need to Create Goals
Identify strategy components Create Strategy Components Identify KPI Components Define Cause and Effect
Conduct special projects?
No
Create portfolios to compare scorecards Setup Portfolios
Yes

Identify basis for Key Performance Indicators (KPIs) Data Elements Calculations Actions Activity Assessment
Create KPIs Create KPI Definition Cause and Effect Calculation Rules Objects Target Rule Options Weight Scale Colors KPI Definition View
Identify strategic initiatives Determine Strategic Initiatives Initiative Definition View
Create scorecard Define Scorecard Details Identify Assessment Groups Associate Related KPIs Set Targets Assign Calendar to Scenario
Calculate, assess and publish KPIs Calculate and Assess KPIs Review Error Messages KPI Operands Datamap KPI Expressions
Employee
Review and finalize employee scorecard My Profile / Scorecard at a Glance Switch Scorecards / KPIs by Perspective Strategy / KPI List / KPI Exceptions Search Portfolio / Search Detail by ST Search Summary by ST / My KPIs My Manual KPIs / Manual KPI Search / KPI Query
Line Manager
Review and finalize employee scorecard My Profile / Scorecard at a Glance Switch Scorecards / KPIs by Perspective Strategy / KPI List / KPI Exceptions Search Portfolio / Search Detail by ST Search Summary by ST / My KPIs My Manual KPIs / Manual KPI Search / KPI Query
Define Positions
Plan Headcount FPS
31
PeopleSoft Enterprise Define Positions
Position
Review summary of position information Position Summary
Add/Update Positions
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 USF Job Codes Occupational Series USF Official Position Titles USF Organizational Posn Titles USF Rate Code Details
Review?
History
Review information about employees currently or previously assigned to a position Position History
Decide if need to?
Update Department FTE Budgets
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
Budget Status
Review prior or current budget summary information Budget Status
Budget Check Position
Perform Real-Time Budget Check Y/N
HRMS Integration with FSCM - provides HR position data POSITION DATA POSITION_FULLSYNC POSITION_SYNC
Vacant Position
Review a list of all positions currently open in a department Vacant Budgeted Positions
Build Organizational Structure
32
PeopleSoft Enterprise Create Organizational Structure
Define Positions
Identify direct or indirect reporting relationships Build Position Structure
Create organizational report to validate structure Create Organizational Report
Create organizational chart based on position structure Build Organization Chart Apply Changes (USF) Build Department Organization (USF)
Create organization structure reports Active/Inactive Positions Active/Inactive Positions USF Active Position History Active Position History USF Exception/Override Exception/Override USF Mass Org Exception Report (USF) Incumbent History Incumbent History USF Job Code USF Job Code & Position Audit Occupational Series USF OF8 Report USF Position Status Position Title Table USF Vacant Position Vacant Position USF
Headcount Manager
Plan Headcount FPS
33
PeopleSoft Enterprise Plan Headcount FPS

View a summary of headcount and recorded moves by CAEC Budget Line Detail
CAEC Grades
View the CAECs to which a grade belongs CAEC/Grade
Perform Annual Headcount Planning
Identify the budget line information for each CAEC and associate a grade with a CAEC CAE Category CAEC / Grade
Transfers Record the details of the Finance Act, including the initial Finance Act and any amendments Fact with BL on Request Identify budget line data, including budgeted headcount, for each CAEC Fact with BL on Request Calculate the authorized budget headcount from the budgeted headcount Budget Line Detail Calculate the authorized budget headcount management from the authorized budgeted headcount Budget Line Detail Decide if need to review? Retrieve the AHM and all mass freezes and transaction freezes, and view usable headcount Budget Line Detail Lock in headcount on one CAEC to overstaff another CAEC Budget Line Detail Distribute headcount between departments Budgeted Headcount AD Need to review?
View transfers of budgeted headcount that result in authorized Budget Line View
Lock-Ins
View lock-ins of authorized headcount budget that result in authorized headcount management Budget Line View
View actions captured in employee records and each actions impact Budget Line Detail
Summaries
Review a summary of headcount and recorded moves by CAEC Budget Line View
Create Cube For Analysis Review and analyze headcount calculation results Headcount Results Review Budget Line Detail Need to review? Budgeted Headcount by Dept Review budgeted headcount authorized by department and the calculated headcount BHAS Decide if need to? Audit and Review Grade s
Set up CAE cube CAE Cube Set Up
Create headcount data for cube analysis Create Waged Hdct Cube(12m.)
Build the CAE cube Calculate CAE Cube
Nominal Headcount
Create a list of employees in a department Nominal Headcount Calculate FTEs per grade and department Calculate FTE
Calculation Results
Update the counter of the Finance Act for one or all budget lines Update Counter
Review overview of the budget line info Budget Line Summary
Calculate Workforce Monthly or as Needed
Need to calculate?
FTEs by Dept and Grade
Headcount by Dept and Grade
Calculate headcount per grade and department Employees/Grade and Dept
Headcount Summary
Summarize headcount per CAEC and department Headcount/CAEC/Dept.
Identify CAEC grade discrepancies (one grade registered in several CAECs) CAEC Audit
Lists the grades that do not belong to any CAEC or grades registered in multiple CAECs Orphan Grades Grades Over Various CAEC
Review CAEC Summaries
Review CAEC summaries CAEC Summary Average Index/CAEC
Headcount Manager
Decide if need to?
Archive
Archive the CAE data CAE Storage
Obtain Headcount from another Department or Category
Request a CAE allocation based on headcount available in another department/budget/category CAEC Locking Ins
Exceed Budgeted Headcount Identify Headcount for New Hire See section titled: "Calculate Workforce" to update and verify available headcount Request a CAE allocation for a new hire CAE Allocation How to obtain allocation? Available Budgeted Headcount
Authorizes overstaffing in a CAEC Overstaffing
Retrieve one FTE from available headcount for new hire and update balance CAE Allocation
Future/Pending Deallocations
Review list of all CAE with an end date or list of CAE to be deallocated All CAE to be Deallocated Links Other CAE
New Hire
Allocation Summary
Review the status of the allocation or deallocation procedure Procedures
Allocate/Deallocate Headcount
Decide if need to?
Identify Headcount for Grade Promotion
See section titled: "Calculate Workforce" to update and verify available headcount
Deallocate the headcount in the current grade and reallocate to the new grade CAE Change
Deletes CAE if the allocation stamp is denied Delete CAE
Decide if need to delete changes to..
Grade Change
Track Advancement FPS
Need to review?
Status Summary
Review CAE status summary Track CAE
Update Allocation Due to Temporary or Permanent Leave
Deallocate active CAE, i.e., make headcount available that has been designated for an employee that has discontinued service CAE Deallocation
No
Leave or Termination
Track Employee Personal Information
CAEs by Employee
Review list of CAEs allocated to an employee CAE/Employee Inquire
Delete Approved Headcount Allocation Action
View the actions that resulting from the last CAE change and delete the corresponding updates Delete CAE and Related Actions
Decide if approval given?
Yes
Return Headcount Allocation Obtained from another Department or Category
Unlocks CAE once the margin is positive. Reduction in Overstaff
Need to approve/ deny allocation for?
New Hire
Approve or deny headcount allocation for new hire CAE Allocation Stamp
Human Resource Approval Authority
Grade Change
Approve or deny allocation for new grade change CAE Change Stamp
Leave or Termination
Approve deny headcount deallocation CAE Deallocation Stamp
34
PeopleSoft Enterprise Maintain Employee Data
Update Employee Information Track Seniority Update Compensation Update Job Information
Track Tenure and Probation - USF Track Flexible Service and Tenure Track Faculty Events Measure Deployment Effectiveness
Track Citizenship Information Track Employment Contracts Review and Report Job Summary Information Track Labor Relations
Grant Tenure FPS
Junction
Manage Absences
Track Secondment Contributions FPS Archive or Delete Employee Records - FPS Track and Report Regulatory Information
Manage Payroll
35
PeopleSoft Enterprise Update Employee Information

Review list of direct reports and select individual to review View Employee Personal Info Dir Rep Multi-Select Direct Rep Drill-Down Direct Reports Employee Search
Line Manager
View employee personal information View Employee Personal Info Phone Numbers Email Addresses Emergency Contact Location Change (USF)
Birthday Alerts
Anniversary Alerts
Direct Reports
Company Directory
Review or update personal information - USF Review Change Requests (USF) Address Change (USF) Phone Number Change (USF) Marital Status (USF) Name Change (USF)
Employee
Review or update personal information Personal Information Summary Home and Mailing Address Phone Numbers Email Addresses Emergency Contacts Marital Status Name Change Ethnic Groups
Complete and submit Section I of I-9 Form Complete and Submit I-9 Form
Yes
Complete Employee I-9 Form submission or reverify/update existing I-9 record by detailing the employee's legally required document information Complete/Reverify EE I-9 Form Identify checklist items to use as a guide for processing people Person Checklist Locate and review a person's record by searching by national ID Search by National ID
New Section I of I-9 form needed?
No
Create list of employees whose I-9 Forms are due to expire or whose final I-9 document information must be received I-9 Receipt/Expiration Report
How to handle I-9 records?
Print
Print completed and submitted I-9 Forms Print I-9 Forms
Update Employee I-9 Record(s) Measure Deployment Effectiveness
Decide action?
Update basic employee information Modify a Person
Identify employee's personal information Emergency Contact Emergency Contacts Report Disabilities Maintain Accommodation Data Driver's License Data Credit Card General Comments Company Property Prior Work Experience Prior Career History FPS Military Situation FRA Dependent Information Depdnt Identification Details Dependent Benef History FPS Ethnic Group and Religion THA SGP MYS CHN Hukou, Working Life and Living Status CHN
Volunteer Activities Bank Accounts Business Expenses Badge Birthdays Report Home Address Report Mailing Labels Report Documents (ITA) Company Codes (ITA) Person Organizational Summary Maintain a Person's POI Reltn Modify a Person Additional Names Add a POI Relationship General Availability MIL Disabilities BRA Additional Information ARG Additional Information BRA Security Clearance Badge/Clearance Access Summary
Decide action?
Manage Absences
Manage Payroll 36
PeopleSoft Enterprise Update Job Information
Employee
Create personnel action request or termination of position or leave of absence Employee Request USF Request Termination (USF)
Personnel Action USF
Create personnel action request Supervisor Request USF Promote Employee (USF) Reassign Employee (USF) Reporting Change (USF) Retire Employee (USF) Review Change Requests (USF) Separate Employee (USF)
Full/Part Time Status Change employee location Request Location Change Location Change (USF)
Change employee full/part time status Change Full/Part Time Status Change FTPT Status (USF)
Location
Termination Initiate a request for a job change that requires Works Council Approval Request Job Change Review Job Change Request
Request employee termination Terminate Employee
Junction
Line Manager
Type of action needed for direct reports?
Job Change (Europe)
Transfer
Request an employee transfer Transfer Employee
Promotion
Request employee promotion Promote Employee
Reporting Change
Request and review reporting changes Request Reporting Change
Review reporting change status View Reporting Change Status
View status of promotion request View Promotion Status
View employee transfer employee View Transfer Status
Review status of job change request Review Job Change Request
Human Resource Approval Authority
Approve reporting changes Approve Reporting Change
Approve employee promotion Approve Promotion
Approve transfer employee Approve Transfer
Mass-Approve job change requests Job Change Request Approval WC Automatic Approval
Provide 1st level of authorization required for a personnel action 1st Rqst Authorization USF
Provide 2nd level of authorization required for a personnel action 2nd Rqst Authorization USF
Approve/deny personnel action Approve Request USF
Personnel Action USF
Identify personnel action details of request ready for human resources to process HR Processing USF Cancel Personnel Action USF Correct Personnel Action USF
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 records Process PAR Push USF Comp Actns USF (hidden)
Note: The PAR Push processing may be scheduled to occur at specified times or performed manually at predetermined intervals based on business requirements
Request Job Changes GBR
Initiate a request for a job change that requires Works Council approval Request Job Change
Review the status of a job change requests requiring Works Council approval Review My Job Change Request Review All Job Change Requests Review Errors and Warnings
Mass-Approve job change requests Job Change Request Approval WC Automatic Approval
Respond to Employee Lifecycle
Apply Job Changes by Mass
Define the type of mass job data update to apply to employee records Mass Update Setup
Apply mass changes to employee records Mass Update Run Control Page
Review the results of the mass employee job record change Mass Update Result
Grant Tenure FPS
Apply Job Changes by Individual Employee
Identify/update jobrelated information Job Data Current Job Pay Rate Change
Track Seniority
Update Compensation
Decide if need to?
Temporary Assignments
Identify nature and schedule of a temporary assignment Temp Assignmt due to Complete Temp Assignmt w/out End Date
Re-activate or update termination for temporary jobs Reactivate/Update Termination
Decide if need to...
Appointments JPN
Identify new additional appointments Additional Appointment JPN
Distribute the cost of a main appointment between its additional appointments Cost Rate JPN
Track Tenure and Probation - USF
Assignments FPS
Record work location and job information changes Update Assignment FPS Job Data FPS Merge Employee Record FPS Compensation - FPS Identify change in pay rate or salary Update Compensation FPS Grant Premiums FPS
Track Flexible Service and Tenure
Track Faculty Events
Civil Service Position FPS
Change and check civil service position Chg Civil Service Position FPS Modify employee categorization Update Categorization FPS
Categorization -FPS Records work time changes Update Work Time FPS
Work Time - FPS
Personal Information - CHN
Provide Personal Information File Personal Information CHN
Terminations - ITA
Record the date an employee resigns Terms (ITA)
37
PeopleSoft Enterprise Track Seniority
Update seniority components in compensation packages Update Seniority Pay
Verify workers are still eligible for seniority pay components Update Seniority Eligibility Update Job Information Decide if need to? Identify seniority for a worker Identify Seniority (BEL)
Review employee records with multiple codes Multiple Seniority Components
Review employee seniority information Seniority Report
Junction
Review and set Claeys calculation variables Create Notification (BEL)
Calculate the severance amount Create Notification (BEL)
Create Notifications report Create Notification (BEL)
Manage Absences
Manage Payroll
38
PeopleSoft Enterprise Update Compensation
Refresh the compensation defaults in Job Data Refresh Compensation Measure Deployment Effectiveness
Update Job Information
Junction
Recalculate compensation packages Calculate Compensation
Manage Absences
Manage Payroll
39
PeopleSoft Enterprise Track Tenure and Probation - USF
Identify Employees Awaiting Tenure
Identify employees who are within 60 days of tenure waiting period Process Automated Actions USF
Create a worklist item and notify supervisors of tenure conversion Tenure Conversion Notice USF
Track Tenure - USF
Identify or convert?
Perform Tenure Conversions
Update tenure status for employees passed tenure dates Process Automated Actions USF
Create a worklist item and notify supervisors of processed conversion Tenure Conversion Notice USF
Decide if need to?
Measure Deployment Effectiveness Create a worklist item and notify supervisors of probation termination Probat Term-Supv Notif USF
Identify Employees Awaiting Probation Termination
Identify employees who are within 60 days of probationary period Process Automated Actions USF
Junction
Track Probation - USF
Identify or terminate? Track Global Assignments Terminate probationary periods for employees passed probation dates Process Automated Actions USF Create a worklist item and notify supervisors of terminated probations Probat Term-Supv Notif USF
Terminate Probationary Periods
Manage Absences
Manage Payroll
40
PeopleSoft Enterprise Track Flexible Service and Tenure
Yes
Establish calendars for accruing service years Calendar
Group actions and reasons that count toward accrual HR Action/Category
Define rules for service accruals, including rounding and adjustments Service Rules
Define or Update Tenure Tracking Information Update service accrual definitions?
Establish academic ranks, eligibility, and probationary periods Academic Rank
Identify experiences and credits from other institutions and apply toward tenure Experience/Credit Codes Review processing messages to ensure accuracy Review Processing Messages
Track Tenure
Decide if need to? Activate tenure tracking for an employee Job Data Review or update default tenure data, add additional details, and assign calculation group Create Tenure Data Track employee's service accrued from other institutions Create Tenure Data Review changes made to academic rank and tenure status Review Rank/Status History Review current jobs that count toward tenure Review Related Jobs Calculate tenure service for a group or an individual Perform Tenure Calculations
No No Decide if need to? Assign and Calculate Tenure Need new calculation group?
Review?
Review temporary results of tenure calculation Review Tenure Run Results
Update the tenure service totals and employee service history Perform Tenure Calculations
Create tenure reports Tenure Calculation Tenure Years of Service Employee Tenure Status
Review results of tenure accrual for calculation process Review Tenure Calc Summary Yes Create calculation groups Calculation Group Review history of service credits Service History
No
Identify service calculation group and FTE value for prorating accrued service Job Data
Identify employee's startup credits and exceptions Flexible Service
Review jobs and positions eligible to accrue service credits View Related Jobs
Calculate service accruals Calculate Service
Review accrual processing results View PeriodicResults Message Log
Review?
Review flexible service calculations Flexible Service Summary
Junction
Track Service
Need new calculation group? Create calculation groups Calculation Group
Review employee flexible service Calculated Service Report Employee Service Report
Manage Absences
Yes
Manage Payroll
41
PeopleSoft Enterprise Track Faculty Events

Update or review my faculty events Activities Administrative Posts Committees Presentations Professional Training Publications Student Advising Teaching Responsibilities Define committee details Committees Committee Type
Employee
Yes
Define administrative posts Administrative Posts
Define DETYA details Classification Code AUS Organization Unit AUS
Recruiting
Recruiting
Define employee case, i. e., change in tenure status, title change Identify Employee Case
Review case information Case Information
Review less sensitive case information Case Progress
Review the final, approved employee cases Review Case Status Case Review Status Rpt
Update tracking data?
No
Need to track? Track participation in activities and committees Review Committee Membership Activities
Track employee's administrative posts, titles, and appointments Administrative Posts
Track faculty competencies and accomplishments Presentations Publications Identify courses the employee is assigned to teach Teaching Responsibilities Track employee's student advisees Student Advisement Review Faculty history information Faculty Events Hist Rpt Identify full-time and part-time member data Full-Time Member Full-Time Surveys Part-Time Surveys Junction
Track Global Assignments Load and report on teaching data Load FT Teaching Member Data Load Teaching Survey Data Create Survey Stats CAN FT Survey Stats CAN Rpt
Manage Absences
Manage Payroll
42
PeopleSoft Enterprise Track Advancement - FPS
Promote Eligible Employees
Define grade promotion criteria Define Promotion Rules
Identify promotable employee population Select Promotable Employees
Review employees selected for promotion and add or remove employees Review Promotable Employees
Identify employees selected for promotion for a specified date Promotable Employees Report
Reclassify Employees
Define reclassification conditions and procedures Define Reclassification
Simulate reclassification and save the results Reclassification Simulation
Validate reclassifications Validate Reclassification
Update employee records with valid reclassifications Update Career
Calculate promotion probation period end dates Calculate End of Probation Pd Update career classification data for individual employees Increment Step/Promotion FPS Plan Headcount FPS Decide if need to? Delete advancement data Increment Step/Promotion FPS
Plan Headcount FPS

Decide if need to? Advance Employees Update seniority bonus to speed up advancement Update Seniority Bonus FPS Calculate seniority and length of service Calculate Seniority Calculate Length of Service Review career seniority Review Career Seniority Identify expected step or sub step increment dates Step Increment Date Reset Advancement Dates Decide if need to? Update career advancement Next Step Increment Decide if need to?
Request new career classification for individual employees Increment Step/Promotion FPS
Advance multiple employees at one time Step Increment Identify employees to be advanced and update career records automatically Automatic Step Increment Update Job Information Repair/adjust the impact of inserting or deleting a career action with an old effective date Retroactivity Processing
Simulate advancement for a corps or employee Step Increment Simulation
Review advancement simulation Career Simulation Report
Clear the advancement simulations Delete Simulation Records
Update the advancement date or demote Freeze Advancement/Demotion FPS
Manage Absences
Manage Payroll
43
PeopleSoft Enterprise Grant Tenure - FPS
Terminate Employee
Competencies
Review employee's competencies with those required by position Validate Probation Period
Extend Probation
Review a probation period after the first rejection
Modify employee status and provide information on tenure Update Status FPS Measure Deployment Effectiveness
Calculate tenure date for individuals or groups Calculate Tenure Date
Select employees eligible for tenure within specified period Calculate Future Tenures
Review employee tenure dates Update Status FPS
Inform managers of trainees eligible for tenure Trainees to be Given Tenures
Notify trainee supervisors of probation and dates
Need to review?
Review trainee grade and step data and hold, validate or deny tenure Validate Probation Period
Decide if need to?
Accomplishments
Compare employee's accomplishments with those required by position Validate Probation Period
Grant Tenure
Grant tenure and update status code Assign Civil Servant Status
Junction
Manage Manage Time and Absences Labor
Manage Payroll
44
PeopleSoft Enterprise Track Citizenship Information
Track Substantial Presence
Identify details about employee's substantial presence in the US Employee Presence Test USA
Passport/Visa Expirations
Audit Passport/Visa expiration dates Passport/Visa Expiration Audit
Need to test or audit? Audit citizenship/country/Visa discrepancies Citizenship/Country/Visa Audit Measure Deployment Effectiveness
Citizenship
Manage Health and Safety Review, update and validate identification data provided Identification Data Junction
Identification Data
Manage Absences
Manage Payroll
45
PeopleSoft Enterprise Track Employment Contracts
USF
Update existing contract with renewal information Service Agreements USF
Create
Define contract clauses Define Contract Clauses
Define contract types Define Contract Types
Create Template?
Yes
Define contract templates Define Contract Templates
Prepay Options
Identify prepay options Contract Prepay Options NA
Need to create or update contract?
No
What contract action is needed?
North America
Update contract pay Update Contract Pay NA
Decide if?
Recalc
Recalculate contract work days Recalc Contract Work Days NA
Update
Update contracts Update Contracts
Create report?
Yes
Create employment contract reports Contract Information Report
Renew
Renew pay contract Renew Pay Contracts NA
Replace
Identify the replacement contract Replace Contract BEL Manage Health and Safety Junction
Belgium
Decide if?
Terminate
Track information on the termination of an employee's contract Terminate Contract BEL
End and Reason
Define contract end and reason Define Contract End BEL Define Contract End Reason BEL
Manage Absences
Manage Payroll
46
PeopleSoft Enterprise Review and Report Job Summary Information

Review job information Workforce Job Summary Job Summary JPN Multiple Jobs Summary Compensation Summary USF Personal Data USF
Create Job Information Reports Personnel Actions History Personnel Actions History USF Appointment Affidavits USF Award Action USF Setup Wage/Separation USF Print Wage/Separation USF Request Personnel Action USF Notice of Personnel Action USF Employees on Leave of Absence Request Prelim Empl Data USF Temporary Employees Years of Service
Social Report BEL Official List ESP Create AFI File ESP Establish Synchronization FRA Appointment Notification JPN Appointment List JPN Completion of IC Transfer JPN Employee Assignment List JPN Matricula Book (ITA) Matricula Calculation (ITA) Employee Listing SGP
Create workforce reports Employee Turnover Analysis Primary Job Audit Pending Future Actions Request Ad hoc Process Department Action Notices Create As-of-Date Mass Report Create As-of-Date Request As Of Date Request USF Create Calendar Year Request Database Audit Create From/Thru Dates Request Workforce Survey Result (CAN) Groups by Emplymt Type Rpt (CAN) Groups by OCC Group Report (CAN) Groups/Jobs Filled/Vacated (CAN) Workforce Survey Stats (CAN)
Decide if need to? Review OEE workforce survey for Canada Workforce Survey Results Create workforce reports for French Public Sector Part-Time Schedule FPS CS Position Request tbc FPS CS Position - Rqst Reject. FPS CS Position/Employee FPS Career - Request tbc FPS Career - Request Rejected FPS Employee Career/Action FPS Assignment - Request tbc FPS Assignment - Rqst Rejected FPS Work Time - Request tbc FPS Work Time - Rqst Rejected FPS Compensation - Request tbc FPS Compensatn - Rqst Reject. FPS Collective Orders FPS Individual Orders Edits FPS Collective Orders Updates FPS Pending Orders FPS
Review job information for employee of French Public Sector Merge Employees FPS Review Merge Results FPS Job Data FPS Job Data History FPS Current Status FPS CS Position History FPS Assignment History FPS Career History FPS Current and Prior Career FPS Career Seniority FPS CS Position/Career FPS Career/CS Position Compensation History FPS
Action to take?
Manage Absences
Manage Payroll
47
PeopleSoft Enterprise Track Labor Relations
Employee
Request change in job, if desired Request Job Change Review My Job Change Request
Disciplinary Action
Identify disciplinary action, action taken, and final resolution Record Disciplinary Actions Record Disciplinary ActionsUSF Record Negotiability AppealUSF
Need to record?
Negotiability
Identify negotiability appeals item and tracking details Record Negotiability Appeal USF
Create labor relations reports Discipline Action Summary Grievance Detail Employee Disciplinary Action Grievance Summary Union Fees ESP Union Membership USF Union Membership Labor Relations Letters
Grievance
Identify grievances filed, action taken, and final resolution Record Grievances
Wage Progression
Obtain time worked information from payroll Extract 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 workers hours Review Time Details
Approve workers for wage progression Approve Employees to Advance
Process advancements Process Wage Progression
Action to take? Manage Health and Safety Create layoff and recall reports Layoff Roster Report Bumping Report Seniority Report Candidate List Report Recall Roster Report
Layoffs and Recalls
Define groups of workers to layoff or recall Labor Group Definition
Define layoff parameters Layoff Roster
Run layoff process Layoff Roster
Review list of laid off workers Layoff Roster Report
Process and maintain workers reemployment (recall) rights Process Recall Rights Recall Rights
Reinstate or recall workers? Recall Rehire with more flexibility Recall Roster
Reinstate
Rehire laid off workers quickly Reinstatement Roster
Manage Absences
Manage Payroll
48
PeopleSoft Enterprise Track Secondment Contributions - FPS
Calculate retirement contributions for employees in secondment Calculate Contribution FPS
Create contribution amount letters to employees Contribution Call Letter FPS
Receive employee contribution payments
Review employees in secondment Review Payment Cont FPS
Junction
Manage Absences
Manage Payroll
49
PeopleSoft Enterprise Archive or Delete Employee Records - FPS
Delete, and archive employee personal data, civil service position, work time, or career data Delete Career Data FPS Delete ID FPS Personal Data Deleted ID FPS Employee File Cncl FPS Assignment Archive FPS CS Position Archive FPS Career Archive FPS Work Time Archive FPS Compensation Archive FPS Premium Archive FPS Seniority Bonus Archive FPS EE Categorization Archive FPS
Junction
Manage Absences
Manage Payroll
50
PeopleSoft Enterprise Track and Report Regulatory Information

Create regulatory reports - General Workforce Job Group Analysis Job Group Analysis Summary Job Group Movement Analysis Job Group Roster Terminations Analysis Workforce Analysis
Create regulatory reports - BRA CAGED File/Report BRA Employee Registry Report BRA
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)
Create regulatory reports AUS APS Employee Additional Data ASCO Report Create APS PSMPC
Identify establishment information Establishments Review Controlled Estb Ids Define regulatory reporting requirements AUS Define ASCO Codes Define APS Movement Define APS Non-English Code Define regulatory reporting CAN Define Canadian Pay Equity Define Canadian NOC Codes Type of reports?
Create regulatory reports CAN Employment Equity National Occupation Codes Official Language Requirements Pay Equity
Regulatory reports - UK Adverse Impact Job Group Roster Joint Staffing NI Fair Employments Termination Analysis Workforce Analysis
Creates reports on heavily disabled individuals ITA Equal Opportunities ITA Disability Report ITA Union Report ITA
Manage Health and Safety Junction
Creates reports on heavily disabled individuals DEU Heavily Disabled DEU Create regulatory reports CHE Company Statistics CHE
Type of tracking?
Identify job tasks Job Code Tasks Job Groups Job Tasks Define accommodations required for disability reasons Accommodation Types (USA) Maintain Affirmative Actn Plan (USA) Define edit and field information for CPDF CPDF Fields USF CPDF Edits USF
Manage diversity compliance NLD Diversity Registration Diversity Report
Yes
Identify mandate information for French employees Mandates FRA Define standard diagnosis information Diagnosis
Need to define tracking?
No
Create EEO reports EEO-1 Employer Info EEO-1 Job Analysis Report EEO-4 State/Local Govt EEO-5 Job Analysis EEO Groups by PATCOB/POI USF EEO Grps by PATCOB/SubAgcy USF EEO Groups by Series/POI USF EEO Grps by Series/SubAgcy USF
Regulatory reporting Information FRA Pension/Cont. Contracts Review Compute Employee Survey Edit Employee Survey Employee Survey Report Disability Monthly Workforce Single Hiring Statement Personal Register Workforce by Nationality BIAF Election Report
Manage Absences
Create regulatory reports USA IPEDS-S (USA) SF113-A USF SF113-G USF
Create veteran reports USA VETS-100 Analysis VETS-100 Process VETS-100 Submit Maintain Military Dischrg Date VETS-100 by POI USF VETS-100 by Sub Agency USF
Create CPDF reporting information Dynamic Table Status Table Edit Validation Error Report Dynamic/Status File Organizational Component File
Manage Payroll
51
PeopleSoft Enterprise Manage Health and Safety
Define Health and Safety Tracking Information
Verify Witnesses or Personnel Involved with Incident
Obtain Incident Information
Create Health and Safety Reporting Information
Record Employee Medical Exam Results
Health and Safety Administrator
52
PeopleSoft Enterprise Create Health and Safety Reporting Information

Create health and safety reports CAN WCB Form 7 CAN WCB Incident CAN Create health and safety reports DEU Accident DEU Illness DEU Incident Location Summ DEU Reportable Accident/Illness DEU
Health and Safety Reporting Data Canada
Health and Safety Reporting Data Germany
Prepare accident, incident , and illness data and load to temporary data table DEU Accident Data DEU Illness Data DEU
Health and Safety Reporting Data GBR
Prepare and load RIDDOR data GBR RIDDOR Data GBR Create report containing accident details CHE Accident CHE
Regulatory Reports CHE
Regulatory Reports CAN
Prepare BC WCB data for file creation CAN WCB EDI Data CAN
Creates and sends the BC WCB EDI file CAN Create WCB EDI File CAN
Need to create?
Regulatory Reports
Need to create?
Regulatory Reports ESP
Identify incidents that did not result in the loss of wages ESP Incident w/o Lost Wages ESP
Identify accidents with and without absence days Create Delt@ PAT/RAF ReportESP Create Delt@ RATSB Report ESP
Record Employee Medical Exam
Regulatory Reports FRA
Create a French health and safety report FRA Work Accident FRA
Regulatory Reports GBR
Create a report of injury or dangerous occurrence Injury/Dangerous Occ GBR
Create a Report of a Case of a Disease report GBR Illness GBR Create OSHA reports OSHA 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
Regulatory Reports USA
Create list of case numbers and details of the injury/illness USA OSHA-200 Log (USA)
Regulatory Reports BRA Review Employee With Work Restriction summary Employee Work Restriction Smry
Create CAT and PPP Reports BRA CAT Report BRA PPP Report BRA
Work Restriction Summary
53
PeopleSoft Enterprise Define Health and Safety Tracking Information
Accident/Injury Information Canada
Define accident or injury information Canada Class/Subclass CAN Occupations CAN Contributing Factors CAN Preventative Actions CAN
Accident/Injury Information Germany Define hazardous environments Dangerous Occurrences Job Code Hazards Location Hazards Hazardous Conditions/Materials Hazard Units BRA Hazard Concepts BRA Work Hazards BRA Job Code Hazards BRA Work Area Hazards BRA
Define accident or injury information Accident Types Body Parts Nature of Injury Source of Injury Unsafe Acts Animals Involved Transportation
Define accident or injury information Germany Case Officer DEU Corrective Actions DEU Disease Class DEU Preventative Actions DEU Unsafe Items DEU Work Area Class DEU Work Area Category DEU Work Area DEU
Define medical data Allergy Immunization Medication Diagnosis Occupational Illnesses
Define physicians and facilities Medical Facilities Physicians
Define work restrictions Codes and Effective Dates Modified Work
Need to define?
Accident/Injury Information Great Britain
Define accident or injury information Great Britain External Scheme GBR
Mixed Committees Mexico
Identify details for the Mexican mixed committees Mixed Committee MEX
Medical Services Australia
Define medical services Australia Claim Threshold - Claims AUS Claim Threshold - State AUS Claim Threshold - Union AUS Medicare Item Details AUS Verify Witnesses or Personnel Involved with Incident
Record Employee Medical Exam Results
54
PeopleSoft Enterprise Obtain Incident Information
No
Identify claims details related to a rehabilitation plan for non-employee Create Non-Employee Rehab Plan
Industrial Hazard Germany
Identify industrial hazard code for employee (DEU) Coop Society Data
Identify assigned case officers (DEU) Case Officer Assignment
Rehab for employee?
Yes
Identify claims details related to a rehabilitation plan Create Employee Rehab Plan
Verify Witnesses or Personnel
Record?
Incident
Identify basic incident information Incident 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
Yes Identify charges related to injury or illness claims Open Claim Claim Summary Overview (rpt) Incident Claim Detail (rpt)
Incident with injury?
Yes
Identify injury details Injury Details Injury Details BRA
Is rehabilitation needed?
No
No
Identify any corrective actions and/or preventative actions Identify Corr/Prevent Actions
Vehicle/ Equipment
Identify information about vehicles or equipment Vehicles/Equipment Involved Review all incidents by specific individual has been involved Review Employee Injury Summary Employees In Incidents (rpt) Review Injury Summary BRA
Create Health and Safety Reporting
55
PeopleSoft Enterprise Record Employee Medical Exam Results
Health Card
Identify basic exam and physician information, test results and comments Health Card (USF)
Audio
Identify hearing exam classification Audiometric Exam
Eye
Identify basic exam information Eye Exam
Need to review health card info?
No
Need to record?
Physical
Identify basic exam information Physical Exam
Create Health and Safety Reporting Information
Respiratory
Identify respiratory exam information Respiratory Exam
Yes Drug Test Data
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 results Review Health Card Info (USF)
Exam Dates/Status Germany
Identify medical examination dates and exam status for employee (DEU) Employee Checklist
Illness Germany
Identify data to track employee illnesses (DEU) Illness Tracking
Identify case officers (DEU) Case Officer Assignment
Exam Results Brazil
Identify medical exam results (BRA) Medical Exam Results BRA
56
PeopleSoft Enterprise Verify Witnesses or Personnel Involved with Incident
Employee
Identify additional employee information Employee
Employment
Identify employment information Employment
Need to track?
Family
Identify employee family information Family
NonEmployee Name
Identify personal information for non-employees involved in incidents Non-Employee
57
PeopleSoft Enterprise Track Global Assignments
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
Employee
58
PeopleSoft Enterprise Complete Assignment and Update Competencies
Track job information while on assignment Home/Host Information
Create report of employee's on global assignments Employee on Assignment Report
Record information regarding completed assignment and close host record Home/Host Information
Maintain profiles Person Profiles
Employee
Perform and Complete Global Assignment
59
PeopleSoft Enterprise Identify Global Assignment Information
Immediate Family
Review information on dependents in employee's immediate family Review Immediate Family Data
Assignment
Identify basic assignment information such as type, dates and host contact Assignment Data
Identify new host Add a Host Assignment
What information is needed?
Home/Host
Identify information about the disposition of employee home residences Home and Host Data
Dependents
Identify dependents and beneficiaries, addresses, and personal information Dependent Data
Summary
Review a summary of employee's assignment and organizational relationships Review Assignment Summary Person Organizational Summary
Employee
Prepare for Assignment
60
PeopleSoft Enterprise Identify Travel and Education Allowances
Employee Company Paid Travel
Identify company-paid travel Company Paid Travel
Dependent Company Paid Travel
Identify additional company-paid travel Dependent Company Paid Travel
Identify Global Assignment Information
Need to record?
Employee Educational Reimbursements
Identify employee financial assistance information International School/ Program
Identify supplemental earnings and deductions Assignment Compensation
Complete Assignment and Update Competencies
Dependent Educational Reimbursements
Identify financial assistance information for a dependent Dependent International School
Accompanying Dependent
Identify employee's dependents who will travel with the employee Dependent Accompanying
61
PeopleSoft Enterprise Manage Absences
Maintain Personnel Records
Manage Leaves (USF)
Authorize and Track FMLA Leave
Manage Leave Transfers
Define Absence Tracking and Assign Schedules
Record Absences, Vacations, Accruals and Entitlements
Analyze Absence Information and Identify Trends and Patterns
Provide Absences to Payroll
Line Manager
Request and Approve Absences and Vacations
Manage Payroll
62
PeopleSoft Enterprise Manage Leaves USF
Employee
Request leave Request Leave of Absence (USF)
Leave Donations External
Create an application to donate to leave bank or transfer program to be used by an employee outside of the agency External Leave Donations
Create applications for? Applications
Leave Donations Internal
Create an application to donate leave to the leave transfer program Voluntary Donations Process donations and update accruals, additional pay, and leave ledgers Request Leave Bank/Transfers
Leave Bank Ledger
Review by effective date hours contributed to or withdraw from employees participating in the leave bank program Review Leave Bank Ledger
Update Leave Bank Leave Requests Create application to receive hours from a leave program Create Leave Recipient App
Leave Donations
Review donations made to a leave transfer program recipient Track Leave Donation Leave Admin USF reports Leave Acceptance Notifications Leave Bank Participants Leave Denial Notifications Leave Transfer Participants Leave Bank Application/Donate FEFFLA Leave Audit SF1150
Decide if need to?
Need to review?
Leave Enrollment
Inquire on automatic leave enrollment history Track Auto Leave Enrollment
Update Leave Accruals Review and adjust employee enrollment in earnings accrual classes or manually enroll employees in accrual classes Employee Accruals Enrollment Update Leave Accrual Elections
Initiate leave accrual process balance for all employees currently enrolled in the selected benefit plan Calculate Leave Accruals
General Leave Summary Information
Review summary leave contributions, withdrawals, and balances by leave program type Review Leave Program Summary
No Accruals Using auto enrollment for leave accruals?
Leave Balances
Review leave balances and totals for a particular employee Leave Accruals (rpt)
Yes
Automatically enroll employees in earnings accrual classes based on the PAR or leave program activity and the leave class rules Request Auto Leave Enrollment
63
PeopleSoft Enterprise Authorize and Track FMLA Leave
Authorize or deny FMLA request Request/Authorize/Track Leave Process FMLA Leave (USF)
Schedule FMLA Request/Authorize/Track Leave
Record significant events that affect FMLA leaves Request/Authorize/Track Leave
Review FMLA reports Status Report Payroll Audit Report FMLA (USF)
Request time off to care for themselves or a family member
Take requested time off from employment
Employee
64
PeopleSoft Enterprise Manage Leave Transfers
Self Service Leave Transfer Requests
Request to Donate Leave GBL Donate Leave Request
Request to Receive Donated Leave Receive Donate Leave Request
Request to Return Unused Leave Return Unused Leave Request
Request to Terminate Participation in Program End Participation Request
Employee
View Self Service Transaction History Leave Transfer Request History
Define Leave Program and Leave Transfer Entitlements Leave Program Definition
Leave Transfer Definition
Define Leave Transfer Configuration Leave Transfer Configuration
Define Leave Transfer Recipients Leave Transfer Recipients
Viewing Leave Transfer Transactions History View Transaction History
Initiate Leave Transfer Requests Initiate Requests Manage Leave Transfers Adjust Leave Balances Programs Adjust Leave Program Balances
Approve, Deny or Push Back Leave Transfer Requests Manage and Approve Requests
Initiate Leave Transfer Process Run Leave Donations
Manage Payroll
Leave Transfer Process Sends Data to Global Payroll/Absence Management Entitlements See: Calculate and Confirm and Provide Payroll (GBL)
65
PeopleSoft Enterprise Define Absence Tracking and Assign Schedules

Define calculation rules etc. for Absence Entitlements GBL Absence Entitlements Define absence entitlement plans Absence Entitlement Plans CHE Absence Entitlement Plans DEU Assign Work Schedule (Using Time and Labor) Track Time and Labor Track Time and Labor Note: If both PeopleSoft Time and Labor and Global Payroll are being used, a schedule may be created and assigned only once
Entitlements
Absence Types and Takes
Define absence types and take parameters GBL Absence Take Types Absence Takes
Map absence to Payroll Assign or Override Work Schedules (Using Global Payroll) Need to assign?
Need to define?
Absence Takes - NLD
Define absence take parameters NLD Absence Takes NLD
Assign or override a specific employee's long-term, alternate or daily schedule Assign Work Schedule Daily Work Schedules Pay Groups
Yes
Absence Reasons - GBR
Define absence reasons GBR Absence Reasons GBR
Assign Entitlements
Add and update an entitlement for a global employee Assign Entitlements and Takes Vacation Entitlm and Takes BRA Record Absences, Vacations, Accruals and Entitlements
Prior Service AUS
Define the payee's prior services to be used in the calculation Define Prior Service AUS
Assign Entitlements FRA
Identify information used by Global Payroll for France Dependent Information
Using Global Payroll Absence Management? Monitor Absences
Define absence classes, types and specific details Absence Classes Absence Types Absence Parameters
No Leave Plans and Vacation Buy/Sell Plans
See: "Plan Benefits Structure" to create vacation and leave plans and assign them to benefits programs
Vacation Plan
Assign vacation plans to employees Vacation Plan
Need to define?
Schedules (Using Human Resources)
Create holiday and work schedules Holiday Schedules Work Templates Work Schedules
Need to assign?
Holiday/Work Schedules (Using Human Resources)
Assign holiday and work schedules using PeopleSoft Human Resources Assign Work/Holiday Schedules
Schedules (Using Time and Labor)
See model titled "Track Time and Labor" to create work schedules Define working time directive reporting parameters and default settings Working Time Directive UK Assign Work Schedule (Using Time and Labor) Track Time and Labor Track Time and Labor
Working Time Directive Reporting UK
Benefits
Define benefits plan and programs Benefit Plan Benefit/Deduction Program
66
PeopleSoft Enterprise Request and Approve Absences and Vacations
View absence requests Absence Request History
View absence balances and history Absence Balances Absence Request History
Approve absence requests Absence Requests
Yes Request Employee Absence Request absence on behalf of direct report Absence Requests Is upper management's approval required? And/Or? Review Absence Requests View absence requests from direct reports Absence Request History No View absence balances and history from direct reports Absence Balances Absence Request History Approve absence requests from direct reports Absence Requests
Line Manager
Review absence entitlement balances Absence Balances
Maintain Employee Data Request Extended Absence Extended Absence Request View Extended Absence History Extended Absence Request History Approve absence requests Administer Extended Absence
Manage Payroll
Review absence history Absence Request History Extended Absence Request History
View absence request status View Absence Request Detail
Employee
Request time off from work Request Absence Request Extended Absence
Review absence entitlement balances Absence Balances
Forecast Absence Balances Request Absence Request Extended Absence
View Forecast Balance Results View Forecast Balance Results
67
PeopleSoft Enterprise Provide Absences to Payroll
Global Payroll
Global Payroll
Provide absence information to North American Payroll To Payroll for North America Record Absences, Vacations, Accruals, and Entitlements
Payroll system?
Provide absence to Payroll Interface To Payroll Interface
Time and Labor
Time and Labor
Line Manager
Request and Approve Absences and Vacations
Manage Payroll
68
PeopleSoft Enterprise Record Absences, Vacations, Accruals and Entitlements

Note: Payroll must be run before leave accrual balances can be calculated
Absences or leave accruals?
Leave Accruals
Need to review or update?
Vacation Accrual
Update employees' accrual records after payroll run Accrue Vacation
Maternity Leave
Record information and comments about the maternity or parental leave Maintain Maternity Leave (UK) Maintain Parental Leave (UK) Maternity Leave CHE Maternity Leave DEU
Leave Accruals
Initiate leave accrual process balance Calculate Periodic Accrual
Review leave accrual balances and totals for a particular employee Review Accrual Balances Leave Accrual
Absence Event No
Add and update an absence event for a global employee Absence Event Absence Event AUS Absence Event BRA Absence Event ESP Absence Event GBR Absence Event MEX Absence Event NLD Absence Event NZL Vacation Acquis Prd-Sched BRA
Adjust a payee's frequency-based entitlement Absences Entitlement and Take Assignment Track employee's first day of absence and salary information for WAO NLD WAO Data NLD
Incidental Absence
Identify details of the absence, follow-up actions and comments Create/Update Absence
Consolidate company workforce data - NLD Export Company Data NLD Employee Illness Notification NLD Illness Notification by Group NLD
Need to update? Review or adjust absences or entitlements for reduced hours Adjust Absence Balances Update Vacation Entitlement BRA Define Payee Data NLD Absences Insert an absence event into the GP Core component EIP CI: GP BRAZIL VACATION ENTRY And /or?
Protected Absence BEL
Identify absence as protected BEL Create Protection
Analyze Absence Information and Identify Trends and Patterns
Using Global Payroll Absence Management?
Yes
Need to record details for?
Request Extended Absence Extended Absence Request
Approve Extended Absence Administer Extended Absence
Maternity/ Parental
Record information about the maternity or parental leave CHE, DEU Maintain Maternity Leave UK Maintain Parental Leave UK Maternity Leave CHE Maternity Leave DEU Illness/Maternity S503 Dtl ITA
Review maternity and parental leave details Review Parental Leave by Dept UK Review Parental Leave by Emp UK
Provide Absences to Payroll
Vacations Define Absence Tracking and Assign Schedules
Record vacation details - BRA Vacation Entitlm and Takes BRA
Absence FPS
Updates absences Absences FPS
Mass Vacation Requests
Request collective vacations - BRA Mass Vacation Programming BRA
Vacation
Verify time available to request for vacation Request/Approve Vacation
Identify reason for vacation Capture Vacation Absence
Mass Absence Request
Generate a massive absence event MEX Create Mass Absence Rqst MEX
Provide Approved Absence to Oracle Workforce Scheduling Publish Absence Data to OWS
Line Manager
Provide approval decision for vacation request Request/Approve Vacation
Employee
Request vacation
69
PeopleSoft Enterprise Analyze Absence Information and Identify Trends and Patterns
Review and forecast absence balances Review Absence Balances Review Absence Balances AUS No Review exception details, absence dates, and payment details Review Absence Exceptions GBR Record Absences, Vacations, Accruals and Entitlements Using Global Payroll Absence Management?
Yes Create absence reports GBL Absence Results Register
Create absence reports GBL Absence Listing Absence Periods Time Lost Due to Absence
Review all types of employee absences in a graphical format Review Absence Calendar
Create absence history reports AUS Leave History AUS Leave Liability AUS
Create absence reports NLD Create Illness Statistics NLD Illnesses by Group NLD Illnesses by Employee NLD Long-term Illnesses NLD Decide info to review? Decide if need to Create absence reports GBR Bradford Score GBR
Review a list of all absences for an employee Summary by Employee
Calculate, Confirm, and Distribute GBL Payroll
Absences Calculated
Review or report?
Create family allowance reports BRA Family Allow. Term of Resp BRA Family Allowance Registry BRA
Review all employee absences within a department Summary by Department
Create absence reports ITA Payroll Results Register ITA Absence CUD Data ITA S503 Report ITA
Review working time for the UK Working Time Directive Review Dept Time Directive Review Employee Time Directive
Review all employee absences within a department and subordinate departments Summary by Dept Tree
Create absence reports MEX Absence History MEX Vacations MEX Vacations Summary MEX
Create absence reports SGP Leave Liability SGP Leave History SGP
Create absence reports NZL Leave History NZL Leave Liability NZL
Create absence reports MYS Leave History (MYS) Leave Liability (MYS)
Create absence reports USA Results Register
70
PeopleSoft Enterprise Manage Time and Labor
Manage Absences
Review Schedules and Forecasts
Report to Work and Perform Duties
Report Time
Employee
Request Overtime and Obtain Approvals
Request Absences and Approvals
Line Manager
Review and Resolve Time Entry Exceptions
Approve Time
Enroll Time Reporters, Assign Schedules, and Setup TCD
Resolve Time Administration Exceptions
Create Payable Time Distribute Time Information Review and Adjust Time Summaries
Manage Payroll
71
PeopleSoft Enterprise Enroll Time Reporters, Assign Schedules and Setup TCD
Employee
Review Schedules and Forecasts
Yes Update Existing Time Reporter No Decide if need to? Enroll New Reporter Yes Static Groups Create or Update Groups for Reporting Security Decide if using... Dynamic Groups Decide if need to? Create dynamic groups Dynamic Group Create static groups Static Group Group Security Apply security using? Associate security using groups TL Permission List Security Enroll new time reporter Create Time Reporter Data Update existing time reporter Maintain Time Reporter Data Using dynamic groups?
Update dynamic group membership Refresh Dynamic Group
Create or update calendars, groups or security?
Retrieve employee data from PeopleSoft Human Resources to be used for automatic schedule assignment EIP (AM): Workforce Data
No
Assign time reporter's long term schedule Assign Schedule to Group Assign Work Schedule Scheduled Hours (Rpt)
Enroll time reporter in compensatory plan Comp Plan Enrollment
Review compensatory plan assignments Time Reporter Status Comp Plan History
Setup Time Collection Device (TCD)
Send Time & Labor setup data to TCD Send Setup to TCD
HR Tree Security
Assign security using HR Tree
Provide Time Reporter Information to Time Collection Devices EIP (AM): T&L Time Reporter Data
Provide Task Element Code Values for Time Entry at the Time Collection device, EIP (AM): T&L TASK ELEMENT CODE VALUES Verify groups? Review or update static groups Time Reporters in Groups
No
Create Time Periods
Create time periods Daily Weekly Monthly Repeating Complex Build Time Period Calendar View Time Period Calendar
Provide Employee Scheduled Time to Time Collection Device EIP (AM): T&L Time Reporter Schedules (Outbound)
Provide Task Templates for Time Entry at the Time Collection device EIP (AM): T&L TASK TEMPLATES
Apply overrides?
Yes
Apply override rules to time reporter Override Rules
Provide Time Collection device supervisors for overriding punch EIP (AM): T&L Supervisors
Create or Update Schedules
Create or update schedules Schedule Group Shifts Workdays Definitions Schedules to be Validated
Provide Payable Time Totals to Time Collection devices EIP (AM): T&L Payable Time Totals by TRC
Provide Punch Restriction Profiles to a Time Collection device EIP (AM): T&L TIME REPORTER PUNCH RESTRICTION RULES
Review dynamic group membership Time Reporters in Groups
Refresh dynamic group membership Refresh Dynamic Group
Provide Override Information for reporting time at a Time Collection device, EIP (AM): T&L Reporting Elements
Provide TRC Information for Reporting Elapsed Time at the Time Collection device EIP (AM): T&L TRC INFORMATION
Provide Task Profiles for time entry at the Time Collection device EIP (AM): T&L TASK PROFILES
72
PeopleSoft Enterprise Review Schedules and Forecasts
Time and Labor
Enroll Time Reporters and Assign Schedules
Employee Schedule Preference
Configure Schedule Preference User Preferences
Provide time reporter schedule preference data to Oracle Workforce Scheduling Service: T&L Schedule Preference; EIP (AM):SCH_PREFERENCE_SYNC
Employee
Need to review? Employee Work Schedule Review work schedule by day Monthly Schedule
Time Forecasts
Review forecast time Forecasted Time Summary Time and Labor Launch Pad Forecasted Time Detail
Provide scheduling feedback
Configure Schedule Preference Publish Schedule Preference Continue Override Schedule Assign Schedule
Employee Work Schedule
Review employee work schedule Manage Schedules Manage Schedule Options
Override employee's schedule for one or many employees for one or many days Manage Schedules
Override Schedule
Retrieve time reporter schedule data from Oracle Workforce Scheduling Service: T&L OptimizedSchedulesProcessing; EIP (AM):SCH_OWS_SCHEDULE
Decide if need to?
Assign time reporter's long-term schedule Assign Work Schedule
Line Manager
Need to review?
Time Forecasts
Review time forecasts Forecasted Time Summary Time and Labor Launch Pad
Review time detail Forecasted Time Detail Time and Labor Launch Pad
Time Management Calendars
Review time management Calendars Monthly Time Calendar Weekly Time Calendar Daily Time Calendar
Employee Schedule Preference
Configure Schedule Preference Publish Schedule Preference
Provide time reporter schedule preference data to Oracle Workforce Scheduling Service: T&L Schedule Preference; EIP (AM):SCH_PREFERENCE_FULLSYNC
73
PeopleSoft Enterprise Report Time
Manage Absences
Report to Work and Perform Duties Report Using Expenses Mobile Client Prepare and Submit Expenses Receive mobile time entries from PeopleSoft Expenses Service: T&L Labor Time Rep Elapsed Time EIP (AM): ELAPSED_TIME_ADD Prepare and Submit Expenses
Request Overtime and Obtain Approvals
Employee
Request Absences and Approvals Report Using Date Ranges Time reporting method? Report Online Time Collection Device Report Mass Time using date ranges Mass Time
Retrieve time reporter data from collection devices Service: T&L Time Reporter Elapsed Time; EIP (AM):ELAPSED_TIME_ADD Service: T&L Time Reporter Punch Time; EIP (AM): PUNCHED_TIME_ADD
Report Time Online Web Clock Timesheet
Report Using Date Ranges
Report time Mass Time
Approvals required?
Yes
Approve time Mass Time Timesheet
Line Manager
Report time by Time Reporter Timesheet
Provide to Manager
Report Overtime (CHE/MEX)
Report or modify employee overtime information Enter Overtime CHE Enter Overtime MEX
Calculate, Confirm, and Provide Payroll using PeopleSoft Global Payroll
Insert multiple rows into Positive Input EIP (CI): GP MEXICO OVERTIME DATA ENTRY
No
Create Payable Time
Decide if need to?
Report Time
Manually record reported time Rapid Time
Provide SB and AP punch time to Oracle Workforce Scheduling Publish Reported Time
Provide punch data to Oracle Workforce Scheduling Service: T&L Reported Time; EIP TL_REPORTED_TIME_SYNC
74
PeopleSoft Enterprise Request Overtime and Obtain Approvals
No
Report Time
Employee
Reporting for CHE?
No
Need to request overtime in advance?
Yes
Request Overtime Overtime Requests Request Overtime Add Request Overtime List
View the status of a request for overtime View Overtime Request
Yes Report overtime online CHE Request Overtime CHE View submitted TO approval status View Overtime CHE
Line Manager
View overtime CHE View Overtime CHE (hidden)
See model titled "Calculate, Confirm, and Provide Payroll using PeopleSoft Global Payroll" to transfer self service overtime entries into PeopleSoft Global Payroll
View overtime requests Overtime Requests
View Overtime balances Overtime Balances
Approve Overtime Overtime Requests Approve Overtime
75
PeopleSoft Enterprise Request Absences and Approvals
Employee
Request absence Absence Request
Review absence balances and history Absence Balances Absence Request History
Report Time
Record absences Absence Request
Review absences Absence Request History Absence Balances
Line Manager
76
PeopleSoft Enterprise Review and Resolve Time Entry Exceptions
Employee
Report Time
Review time entry exceptions Exceptions
Make Changes to Setup Data
Make changes to setup data
Line Manager
Review and resolve exceptions online Exceptions
Decide if need to?
Retain or delete resolved exception history (cleanup) Exceptions
Correct Time Reported
Correct time reported Timesheet
TCD Reporting
Review and correct TCD errors Review TCD Errors Correct Punched Time Errors Correct Elapsed Time Errors
Create Payable Time
System detected exceptions?
Yes
Review exceptions for?
Rapid Time Reporting No
Review Rapid Time exceptions Exceptions Exceptions History
Decide if need to?
Review and resolve exceptions Rapid Time
77
PeopleSoft Enterprise Create Payable Time
Employee
Report Time
Line Manager
Submit all rapid time Submit All Rapid Time
Forecast payable time Request Time Administration
Perform validations and calculate gross amounts Request Time Administration Decide if need to? Select time reporters and combine into batches Request Time Administration Build rule map and identify period of interest Request Time Administration Build time reporter profile Request Time Administration Create intermediate payable time Request Time Administration Track attendance Request Time Administration Apply rules to TRC and task data Request Time Administration Update task profiles and apply rounding rules Request Time Administration Finalize payable time for distribution and review Request Time Administration Review reported time that did not get to Payable Time Unprocessed Reported Time
Distribute Time Information
Calculate gross amounts Request Time Administration
78
PeopleSoft Enterprise Resolve Time Administration Exceptions
No

Create Payable Time
Make Changes to Setup Data Review Rapid Time exceptions Exceptions Exceptions History
Decide if satisfied?
Decide if need to? Correct Rapid Time reported Rapid Time Yes
Approve Time
Line Manager
Review exceptions Exceptions Decide if need to?
No
Retain or delete resolved exception history (cleanup) Exceptions
Decide if satisfied?
Yes
Review and correct time reported errors Timesheet
79
PeopleSoft Enterprise Approve Time
SelfService
Approve payable time Payable Time
Line Manager
Approval?
Yes
Approval method?
Approve reported time Reported Time
No
Approve time Payable Time Edit reported time?
Yes
Report Time
Approve time by batch Request Batch Approval Process
No
80
PeopleSoft Enterprise Distribute Time Information
Line Manager
Approve Time*
Estimated Labor Costs to Projects
Receive request to provide estimated labor cost Service: Estimate and Forecast Time Request EIP (AM): ESTIMATE_FORECAST_TIME_REQUEST
Send estimated payable time to Projects Publish Estimated Payable Time
Send Estimated Costs to Projects or Other Systems Service: T&L Estimated Time EIP s(AM): ESTIMATED_TIME_BATCH ADD; FORECASTED_TIME_BATCH_ADD
Create Payable Time
Actuals to Projects (Not Payroll)
Send Actual Costs to Projects Systems once payable time has been approved Service: T&L Actual Time EIPs (AM): ACTUAL_TIME_ADD; ACTUAL_TIME_BATCH _ADD
Note: Providing Payable Time actuals to PeopleSoft Projects when not provided to Payroll requires payable time to be approved. Review and Adjust Time Summaries
Need to provide? Payable Time to NA Payroll
Review Payable Time that did not get to Payroll or was rejected by Payroll Unprocessed Payable Time
Send payable time to North American Payroll System Integration (COBOL): Load Time and Labor
Receive payroll costs from North American Payroll System and trigger labor distribution and dilution Integration (AE): Extract TL Costs
"Closed" Actuals to Projects without Labor Distribution
Send "closed" payable time to Projects as actual costs Publish Actual Payable Time
Send Actuals to Projects with labor distribution Service: T&L Actual Time EIPs (AM): ACTUAL_TIME_BATCH _ADD
Payable Time to Global Payroll
Send payable time to Global Payroll System Integration (COBOL): Process Payroll/ Absence
Receive payroll costs from Global Payroll System and trigger labor distribution and dilution Integration (AE): Time and Labor
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.
Manage Payroll
81
PeopleSoft Enterprise Review and Adjust Time Summaries
Employee
Employee Self-Service Info
Review time summaries for employees Payable Time Summary Payable Time Detail Compensatory Time
End
Line Manager
Manager Self-Service Info
Review time summaries for direct reports Payable Time Summary Payable Time Detail Compensatory Time Accumulators Overtime Balances Time and Labor Launch Pad Monthly Time Calendar Weekly Time Calendar Daily Time Calendar
Attendance
Review attendance information Attendance History Attendance Actions
Comp Time
Review compensatory time Compensatory Time Yes
Adjust payable time Adjust Paid Time Need to Adjust?
Payable Time Adjusted
Manage Projects
Review?
Status
Review status Time Reporter Status Payable Status

Processing Information
Review time administration processing data Time Administration Statistics Archived Batches Archived Rule Maps Unprocessed Reported Time Unprocessed Payable Time
Provide cost information when a change to payable time impacts project costs EIP (AM): T&L Actual Time
Time Cards
Review timecards TimeCard
No
Time Information Audit
Audit time information Reported Time Audit
82
PeopleSoft Enterprise Manage Payroll
Manage Absences
Create Payroll Information
Calculate, Confirm and Provide Payroll
Reconcile and Distribute Payroll Information
Create Payroll Regulatory and Tax Reporting Information
Create US Federal Payroll Information Calculate, Confirm and Provide US Federal Payroll Reconcile and Distribute US Federal Payroll Information Create US Federal Payroll Regulatory and Tax Reporting Information Provide Employee Individual Retirement Information to OPM
Global Payroll Administrator
Create GBL Employee Payroll Information
Calculate, Confirm and Distribute GBL Payroll
Create GBL Payroll Regulatory Reporting and Tax Information
Payroll Interface Administrator
Send Employee Data to External Payroll System
83
PeopleSoft Enterprise Create Employee Payroll Information Using PeopleSoft Payroll for North America
Manage Absences
Request W-2 reissue W-2 Reissue Request W-2 Reissue Request USA Add or update direct deposit information Direct Deposit Add or update your voluntary deductions Voluntary Deductions Send employee direct deposit information to PeopleSoft Expenses EIP (AM): DIRECT_DEPOSIT_FULLSYNC; DIRECT_DEPOSIT_SYNC Review or change W-4 information W-4 Tax Information W-4 Tax Information USA
Employee
Update consent to receiving tax information electronically T4/T4A Consent W-2/W-2c Consent
Create employee deductions Override Benefits Deductions Create Garnishments Review Garnishments Create General Deductions Override General Deductions Create U.S. Savings Bonds Review U.S. Savings Bonds Request 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)
Send employee direct deposit information to PeopleSoft Expenses EIP (AM): DIRECT_DEPOSIT_FULLSYNC; DIRECT_DEPOSIT_SYNC
Update payroll options and/or create additional pay Update Payroll Options Create Additional Pay Contract Payment Details Update Payroll Options (CAN) Create Additional Pay (CAN) Contract Payment Details (CAN)
Initiate mass employee updates of tax data Update Mass Tax Data Update Two-Tier Suppl Data
Record federal, state and local tax data and create reports Default Tax Data Report Employee Tax Information Rpt W-4 Exemptions Report W-4 Audit Report Determine W-4 Exempt Renewal Update Employee Tax Data Update Tax Distribution Reset W-4 Exempt List Determine W-5 Eligibility Reset W-5 Eligibility List Employee SSN Verification
Default Tax Data Report (CAN) Employee Tax Information Rpt (CAN) Employee Tax Information CAN Exemption Report (CAN) Update Employee Tax Data (CAN) Update Tax Distribution (CAN) Review T4/T4A Consent Status Reset T4/T4A Consent Status Year-End Consent Status Report Calculate, Confirm and Provide Payroll Review employee tip records and status Review Allocation by Employee Allocation by Employee Report Employee Receipt Rpt Review Allctns by Establishment Allctn by Establishment Report Review Allocation Status
Info?
Tips
Identify tip gross receipt information Update Employee Gross Receipts
Calculate and approve tip allocations and create balances report Calculate/Approve Allocation Balance Verification Report
Update company allocated tip balances Update Allocation Balances
84
PeopleSoft Enterprise Calculate, Confirm, and Provide Payroll Using PeopleSoft Payroll for North America
Yes
Create Payroll Information
Need to create retro pay? No
Process mass retro pay request Process Mass Retroactive Pay Yes or Create Retro Request in Job or Addl Pay via Event Handler
Review a summary of retroactive pay requests and triggers Retro Pay Request and Trigger Summary
Calculate retro pay and review results Calculate Retroactive Pay Update Retro Pay Calc Results
Review retro pay processing messages Retro Pay Messages Retro Pay Messages Report
Need corrections?
Yes
Change the individual and mass retroactive pay process flag. Change Retro Pay Process Flag
Re-create retro pay?
No
Review summary of retro pay requests Retro Pay Request and Trigger Summary (rpt) Retro Pay Summary (rpt) Retro Pay Calculations (rpt) Retro Pay Interest Limit (rpt) Retro Pay Terminations (rpt)
Receive Payment Requests

Receive request for Payment on a Variable Compensation Award EIP (AM): VAR_COMP_PAYMENT_REQUEST Validate variable compensation award data Validate Variable Comp Awards (NA)
No
Create Retroactive (Retro) Payroll
Load retro pay data to paysheets Load Retro Pay to Paysheets
Create Paysheets
Receive request for payment of employee referral program awards and acknowledge receipt EIPs (AM): PAYMENT_ERECRUIT_REQUEST; PAYMENT_ERECRUIT_ACKNOWLEDGE **Create Contract Pay Create Contract Projected Pay Create Contract Projected Pay (CAN) On-Cycle ** Budget Check Reports Employee Budget Log Position Budget Check Log Budget Check log Create paysheets by pay calendar Create Paysheets Review Pay Calendars Create Paysheets (CAN) Review Pay Calendars (CAN) Perform pre sheet audit Presheet Audit Report Presheet Audit Report (CAN) Create final check paysheets Create Final Check Paysheet Create Final Cheque Paysheet (CAN) Print Earnings Distribution Print paysheet earnings distribution Print Paysheet Earnings Dist Print Paysheet Earnings Dist (CAN) Print paysheets Print Paysheets Print Paysheets (CAN) Review and update payline earnings By Payline Security By Payline Earnings By Payline Earnings Security By Paysheet Earns Short Form By Payline Security (CAN) By Payline Earnings (CAN) By Payline Earnings Security (CAN) By Paysheet Earns Short Form (CAN)
Yes Apply payment request information Load Paysheet Transactions Paysheet Transactions Report Load Paysheet Transactions (CAN) Paysheet Transactions Report (CAN)
Receive request for payment of employee expense advances and reimbursements and acknowledge EIPs (AM): PAYMENT_EXPENSES_REQUEST PAYMENT_EXPENSES_ACKNOWLEDGE
Record hours and amounts from Rapid Entry Create Rapid Entry Paysheets Create Rapid Entry Paysheets (CAN)
Need final check paysheets?
No
Adjust Paysheets
Receive sales commission information for payout EIP
Record hours and amounts from PSHUP Update Paysheet Transactions Update Paysheet Transactions (CAN) Note: *Customers with Contract Pay. **Commitment Accounting customers
Adjust Paysheets
Advise Variable Compensation of awards that have been accepted or rejected EIP (AM): VAR_COMP_PAYMENT_ACKNOWLEDGE
Note: Final check paysheets, either on-cycle or off-cycle, can only be created for existing final check requests.
Review and update or override paysheets By Paysheet By Add Balance Page By Paysheet (CAN) By Add Balance Page (CAN)
Review and update payline by employee By Payline By Payline (CAN)
Need to unsheet?
Yes
Request process to unsheet Pay Unsheet Pay Unsheet (CAN)
No
Advise Sales Incentive Management of payout info that has been accepted or rejected EIP
Calculate Pay
Advise Expenses of info that has been accepted or rejected EIP Perform pre-calculation audit Precalculation Audit Report Precalculation Audit Report (CAN) Review and update actuals Review Actuals Distribution Contract Pay Details Review Actuals Distribution (CAN) Contract Pay Details (CAN) Create on or offcycle pay calculations Calculate Payroll Calculate Payroll (CAN) Review payroll error messages Review Payroll Error Messages Payroll Error Message Report Review Payroll Error Messages (CAN) Payroll Error Message Report (CAN)
Yes
Off-Cycle
Add new paysheet page and payline By Paysheet By Paysheet (CAN)
Correct calculation errors?
Make adjustments to paysheets By Paysheet By Add Balance Page By Payline By Payline Security By Payline Earnings By Payline Earnings Security By 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)
Confirm Pay
From: "Track Employee Absences, Leaves and Vacations" receive absence calculations
No
Calculate final earnings deductions and taxes Calculate Payroll Calculate Payroll (CAN)
Perform pre confirmation audit Preconfirm Audit Report Preconfirm Audit Report (CAN)
Ready to confirm
Yes
Confirm pay Confirm Payroll Confirm Payroll (CAN)
Manage Absences
Save and Print with Off-Cycle Pay Run
Create Single Paycheck for Immediate Payment Payroll Administrator Retrieve Time Reporter Information
Load time reporter payable time from Time and Labor Load Time and Labor Load Time and Labor (CAN) Review TL load history Review Time and Labor Load Review Time and Labor Load (CAN) Payroll type? Single Paycheck for Individual Employee Create paysheet's method? Manually Create or update paysheets and calculate Create Online Check Online Paysheet Create Online Cheque (CAN) Online Paysheet (CAN) Review online pay calculation results View/Print Online Check View/Print Online Cheque (CAN)
Confirm and Print Decide if need to.. Delete
Confirm and print Review/Print Online Check Review/Print Online Cheque (CAN)
Review pay calculation or confirmation results Deduction Register Payroll Register Cost Center Other Earnings Register Deductions in Arrears Deductions Not Taken Bond Purchases Bond Purchase-Federal Reserve Bond Purchase Suspensions Payroll Summary Employer Benefit Contributions Garnishment Prorations Employees Not Processed Report Contract Pay Discrepancy Report Canada Payroll Savings File (CAN) Deduction Register (CAN) Payroll Register (CAN) Cost Centre (CAN) Other Earnings Register (CAN) Deductions in Arrears (CAN) Deductions Not Taken (CAN) Payroll Summary (CAN) Employer Benefit Contributions (CAN) Stats Can Non-Educ Institute (CAN) Overtime Bank (CAN) Business Payrolls Survey File (CAN) Stats Can Educ Institute (CAN) Canada Savings Bond Purchases (CAN) Employees Not Processed Report (CAN) Contract Pay Discrepancy Report (CAN)
Decide if need to reverse pay confirm
Yes
Reverse pay confirmation Unconfirm Payroll Unconfirm Payroll (CAN)
No
Delete check information Review/Print Online Check Review/Print Online Cheque (CAN)
Adjust Paycheck
Review and reverse original check and create off-cycle paysheet Review Paycheck Summary Review FLSA Pay Data Reverse/Adjust Paychecks Review Paycheque Summary (CAN) Review ROE Insurable Earnings (CAN) Reverse/Adjust Paycheques (CAN) Employee Pay Overstated Record adjustment on paysheet By Paysheet By Paysheet (CAN) Calculate pay for adjustment Calculate Payroll Calculate Payroll (CAN) Decide if employee pay was under or over stated Employee Pay Understated
Integration: Time and Labor Interface retrieves and consolidates payable time information for selected time reporters and sends cross reference numbers back to TL
Automatically
Create online check data using automated process Create Online Check Online Paysheet Create Online Cheque (CAN) Online Paysheet (CAN)
Reverse and Confirm
Reverse and confirm reversal Review/Print Online Check Review/Print Online Cheque (CAN)
Verify that wages were overstated Review Payroll Error Messages Payroll Error Message Report Review Payroll Error Messages (CAN) Payroll Error Message Report (CAN)
Create payback?
Yes
Record adjustment on paysheet By Paysheet By Paysheet (CAN)
Calculate pay for adjustment Calculate Payroll Calculate Payroll (CAN)
Create pay calculations for underpayment Calculate Payroll Calculate Payroll (CAN)
No
Confirm pay for adjustment Confirm Payroll Confirm Payroll (CAN)
Adjust
Create Manual Checks

Add new paysheet and payline By Paysheet By Paysheet (CAN) Calculate employer taxes and deductions Calculate Payroll Calculate Payroll (CAN) Confirm pay for manual check Confirm Payroll Confirm Payroll (CAN) Review pay calculation or confirmation results Decide if need to adjust or reverse Reverse paycheck Reverse/Adjust Paychecks Reverse/Adjust Paycheques (CAN) Review reversal results Review Paycheck Review Paycheque (CAN) Confirm check reversal Confirm Payroll Confirm Payroll (CAN) Review pay calculation or confirmation results
Manual Check
Reverse
Create Final Check

Online Request final check Request Final Check Request Final Cheque (CAN)
Create final check paysheets online Request Final Check Request Final Cheque (CAN)
Adjust Payroll Balances

Paycheck Junction
Request Check
Create paysheets Create and review paysheet and payline Request Final Check Request Final Cheque (CAN)
Pay Run Final Method?
Create and Distribute Payments

Printed Check 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) Print checks Print Checks Create PDF Paychecks Print Cheques (CAN) Create PDF Paycheques Decide if reprinted checks needed Yes Create replacement checks Reprint Checks Reprint Cheques (CAN) Create check for employee Create Slf Srvc Manual Cheques Create PDF Paycheques Create Slf Srvc Manual Cheques (CAN) Create PDF Paycheques (CAN)
No
Create Paysheet
Create paysheet for final check Create Final Check Paysheets Create Final Cheque Paysheets (CAN)
Calculate earnings deductions, taxes, and net pay Calculate Payroll Calculate Payroll (CAN)
Review check register and reconciliation reports Check Register Employee Check Information Report Cheque Register (CAN) Employee Cheque Information Report (CAN)
Review and verify printed checks
Errors?
Yes
Advise HR Helpdesk of discrepancy, if needed
Type of adjustment?
Confirm pay for final check Confirm Payroll Confirm Payroll (CAN)
No Errors
Balances
Print checks Print Checks Create PDF Paychecks Print Cheques (CAN) Create PDF Paycheques
Distribute paychecks
Decide method of payment distribution
Manual Check
Provide pre-notification Prenotification Report
Print pre-note memos Prenote Memo
Direct Deposit
Create direct deposit file Create Direct Deposit File Create Direct Deposit File (CAN)
Format information and print direct deposit file Print Advice Forms Create PDF Advice Forms Print Advice Forms (CAN) Create PDF Advice Forms
Review
Create direct deposit advice registers Advice Register Advice Register (CAN)
Review employee balances PrePays 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)
Employee Balances
Adjust?
Adjust employee balances 1042 Taxes PrePays Arrears Balance Adjustment Report Check Year-to-Date Deductions Earnings 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)
Obsolete Balances
Delete obsolete balances Delete Balances Delete Balances (CAN)
Imputed Income
Adjust imputed income Calculate Adjustments Adjustment Report
Create EFT file for direct deposit of child support payments Child Support - EFT
Review direct deposits by company Direct Deposit Register Direct Deposit Register (CAN)
Distribute advice information
Garnishments
Review and adjust garnishment balances and create report Garnishments Garnishment Prorations
Employee
Payslip Summary
Review payroll supporting documentation View Paycheck Direct Deposit Voluntary Deductions
Need to inquire?
Yes No
HR Helpdesk End Process
85
PeopleSoft Enterprise Reconcile and Distribute Payroll Information Using PeopleSoft Payroll for North America
Provide Information to the General Ledger

Create retro distribution information Process Direct Retro Dist Process Direct Retro Dist (CAN) Review Retro Distribution Msgs Review Retro Distribution Msgs (CAN) Review retro distribution information Review Retro Distribution Review Retro Distribution (CAN) Update retro distribution information Update Actuals Distribution Update Actuals Distribution (CAN) Review.? Create retro distribution report Retro Distribution Audit Rpt Retro Distribution Audit Rpt (CAN)
Actuals Dist Provide Payroll Information to the General Ledger (Commitment Accounting) Prepare distribution information Predistribution Audit Report Predistribution Audit Report (CAN)
Create actuals distribution Distribute Actuals Distribute Actuals (CAN)
Yes
Update or review distribution?
Review actuals distribution Review Actuals Distribution Review Actuals Distribution (CAN) Review Actuals Dist Summary Review Actuals Dist Summary (CAN)
Create accounting lines - actuals Commitment Accounting Actuals (NA)
Create reconciliation report Reconciliation Report Reconciliation Report (CAN)
Prepare Distribution Information
Create?
Actuals Dist with TL
Create actuals distribution with time and labor Actuals Distrib TL Extract Actuals Distrib TL Extract (CAN)
Adjust previously distributed pay?
Review suspense account information Review Suspense ComboCode Dist Review Suspense ComboCode Dist (CAN)
Create?
Batch Encumbrance Calculation Encumbrance Process
Create accounting lines - encumbrances Encumbrances (NA) Encumbrance Message (NA)
Create report Encumbrance Accounting Line
Print fiscal year budget definitions and amounts Fiscal Year Budget Report (NA) Fiscal Year Budget Report (CAN)
Review budget actuals Review Budget Actuals (NA) Review Budget Actuals (CAN)
No
Report budget definitions and amounts Load Gross/Fringe Data
Create report for earnings, deductions, and tax distributions Gross and Fringe
Send payroll accounting transactions to the PeopleSoft General Ledger EIPs (AM): PAYROLL_ACCTG_TRANSACTION; PAYROLL_DEDUCTION_REQUESTM; PAYROLL_DISBURSEMENT
Prepare Information for the General Ledger

Create payroll accounting transactions for non-commitment accounting Non-Commit Accounting Info (NA) Non-Commit Reset Processing (NA) Payroll Error Messages Create pay types Pay Type Pay Type CAN Create cost center information Cost Center Cost Center CAN Create payroll transactions for noncommitment accounting for SAP Non-Commit Rev/Repost for SAP Create payroll transactions for noncommitment accounting for GL Non-Commit Posting for GL
Non- Commit to NA
Pay Types
Prepare Payroll Information for the GL Non-Commit Acct
Decide type...
Cost Center
Create and review GL distribution summary GL Distribution Summary Review Payroll Distribution GL Distribution Summary CAN Review Payroll Distribution (CAN)
Create GL interface reports HR Accounting Line (NA) Payroll Accounting Line Populate Chartkey Values
Send payroll accounting transactions to the PeopleSoft General Ledger EIPs (AM) : PAYROLL_ACCTG_TRANSACTION; PAYROLL_DEDUCTION_REQUESTM; PAYROLL_DISBURSEMENT
Non-Commit for SAP
Non-Commit for GL
Provide Voucher, Tax and Deduction Information to Accounts Payable

Vendor Calculate, Confirm and Provide Payroll Canadian Taxes Non-Tax Deductions Prepare payroll distribution data for AP extract Distribute Payroll Data for AP Distribute Payroll Data for AP (CAN) Extract Canadian tax information Extract Canadian Taxes (CAN) Extract non-tax deductions Non-Tax Deductions Extract Audit Review vendor listing AP Vendor Listing
Create AP Extract Audit report AP Extract Audit Report
Create/ Provide?
Provide Payroll Info to Accounts Payable
Extract?
Federal Tax
Extract U.S. Federal tax information Extract U.S. Federal Taxes Extract U.S. Local tax information Extract U.S. Local Taxes Extract U.S. State tax information Extract U.S. State Taxes
Review?
By Vendor
Review and update proposed payments by voucher Review AP Extract-Headers
Send vouchers to AP Send Vouchers to AP
Review payroll distribution to AP Review Payroll Distribution Review Payroll Distribution (CAN)
Local Tax
By Voucher
State Tax
Review and update proposed payments by vendor Review AP Extract-Lines
Send tax, garnishment, and voluntary deduction withholding information to PeopleSoft Payables for payment EIP (AM): VOUCHER_BUILD
Provide Payroll Completion Information

Sales Incentive Create sales incentive notification Notify SIM of Payments
Time and Labor Costs
Extract time and labor costs Extract Time and Labor Costs
Export the Time and Labor costs from Payroll for North America into Time and Labor Integration (AE): Extract Time and Labor Costs
Payroll Completion Information
Decide what is needed
Variable Comp Payment Notification
Create Variable Comp Award payment notification Notify Var Comp of Payments
Send a verification of payment to Variable Compensation EIP (AM): VAR_COMP_PAYMENT_ACKNOWLEDGE
Recruiting Payment Notification
Create recruiting referral program award payment notification Notify Recruiting of Payments
Send a verification of payment to eRecruit EIP (AM): PAYMENT_ERECRUIT_ISSUED Create payment notification to expenses Notify Expenses of Payments (NA) Send a verification of payment to PeopleSoft Expenses EIP (AM): PAYMENT_EXPENSES_ISSUE
Send a verification of payment to PeopleSoft Sales Incentive Management EIP
Payment Verification for Expenses
Run GL Interface to identify expense accounts
Provide Payroll Information to Statistics Canada

Provide Payroll Information to Statistics Canada Identify participating companies and contacts Business Information (CAN) Create business activities defined by Statistics Canada Activity Table (CAN) Define Business Payroll Survey (BPS) Reporting Unit Table (CAN) Create BPS summary report and EDR file for transmission Business Payrolls Survey File (CAN) BPS Summary and File Created
Create and Distribute Payroll Savings Deductions - Canada

Create and Distribute Payroll Savings Deductions - Canada Create Canada Payroll Savings (CPS) organization ID Canada Payroll Savings Org ID CAN Specify parameters for EDR file transmission Canada Payroll Savings Table CAN Create CPS file for transmission to Bank of Canada Canada Payroll Savings File (CAN) CPS File Created End
Reconcile Check Records with Bank Records

Reconcile payroll checks with bank records Request Reconciliation Request Reconciliation (CAN) Create match exception report Reconciliation Report Reconciliation Report (CAN) Create check reconciliation report Review results of check reprint process Review Dead Checks Review Dead Cheques (CAN) Create Payroll Regulatory and Tax Reporting Information
Reconcile Check Information with Bank Records
Create grants report on certified time and effort for selected pay run Time/Effort Certification Rpt
86
PeopleSoft Enterprise Create Payroll Regulatory Reporting and Tax Information Using PeopleSoft Payroll for North America
Request duplicate W-2 W-2 Reissue Request
Employee
View electronic T4/ T4A slips or W-2/W-2c forms View T4/T4A Slips View W-2/W-2c Forms Create pay period tax reporting information for USA Federal Tax Summary State Tax Summary Federal Liability by State Reconciliation-Ohio Local Local Tax Deposit Tax Deposit Summary Tax Summary-PA LST Form 1042 Audit Report
Pay Period Reports USA
Create tax reports - USF Federal Liability by State Local Tax Deposit Tax Deposit Summary Tax Summary-PA LST Tax Balance Audit Reconciliation-Ohio Local
Pay Period Reports CAN Periodic Payment Reports CAN Create periodic payment reports CAN Workers Comp Assessments
Create pay period tax reports CAN Tax Submission Summary Health Insurance Premium
Quarterly Tax Reporting Information USA
Create quarterly tax reporting information USA Tax Reporting Parameters Electronic Parameters Tax Balance Audit Create Qtrly Wage File AK-ID Create Qtrly Wage File IL-NC Create Qtrly Wage File ND-SC Create Qtrly Wage File SD-WY Employee Count Multiple Worksite State Tax Summary State Unemployment Tax Federal Tax Summary Local Tax Summary
Create Year End Data Update Year End Reporting Info Load Year End Data Review/Update Year End Data Review Year End Data Combined W-2/W-2 Summary Prior 2001 View W-2/W-2c Forms
W-2 reporting Pint Year End Forms Print Forms Prior 2001 Create Federal W-2 File Create State W-2 File Create Local W-2 File Create Puerto Rico W-2PR File W-3/W-3SS Transmittal Report W-3PR Transmittal Totals Rpt State W-2 Tax Totals Report Local W-2 Tax Totals Report Create W-2 PDF Forms
Create W-2 Adjustments Create W-2c US/Territories Create W-2cPR Puerto Rico Create W-2c Prior 2001
W-2c Reporting Print W-2c US/Territories Print W-2c Puerto Rico Create Federal W-2c File US Create W-2c PDF Forms
Adjustment closed pay period Open/Close Pay Calendar Manage employee consent information Review W-2/W-2c Consent Status Reset W-2 Consent Status Year-End Consent Status Report
Year End Tax Reporting Information USA
Decide action?
Audit and Error Reports Error Listing Year End Record Error Year End Data Audit Federal W-2 File Audit State W-2 File Audit Local W-2 File Audit Puerto Rico W-2PR File Audit W-2c Audit US/Territories W-2cPR Audit Puerto Rico W-2c Data Audit Prior 2001 Federal W-2c File Audit US Tax Form Definitions Tax Form Print Parameters Junction
Need to create?
Update tax reporting forms and definitions Tax Form Definitions Tax Form Print Parameters Tax Reporting Parameters W-2 Company Data Electronic Parameters Tax Form Definition Rpt Tax Form Print Parameters Rpt Year End Form Text Tax Form XMLP Options Year End Form Options
Create?
Create 1099R reporting information Form 1099-R Audit Report Create 1099-R Form 1096 Report
Create 1042 reporting information Form 1042 Data Summary Define 1042-S Parameters Create 1042-S
Create FUTA reconciliation FUTA Wage Reconciliation Rpt Create T4 reporting information Create T4/T4A Mag Media File Print T4 Slips T4/T4A Magnetic Media Audit T4 Summary/Segment Rpt Create T4 PDF Slips
Apply Year End Adjustments to Closed Pay Period
Apply year end adjustments to closed pay period Open/Close Pay Calendar (CAN)
Year End Tax Reporting Information CAN
Update Tax Reporting Forms and Definitions
Update tax reporting forms and definitions CAN Tax Form Definitions Tax Reporting Parameters T4,T4A Mag Media Reporting RL Mag Media Reporting T4 Reporting Definitions RL Slip Numbers Tax Form Definitions (rpt) Tax Form Footnotes (rpt) Year End Form Text Tax Form XMLP Options Year End Form Options Create annual tax reports Employer Contribution to CNT El Rebate NW Territories Payroll Tax Nunavut Payroll Tax
Audit, correct, and load employee data and balances CAN Year-to-Date Edits Year-End Personal Data Audit Load Year-End Slips Load Selective Year-End Slips Year-End Errors T4,T4A,RL-1,RL-2 Audit Review/Update Slip Information Default Tax Data Report Exemption Report Review T4/T4A Consent Status Reset T4/T4A Consent Status Year-End Consent Status Report
T4 Reporting Information
Create? No Calculate pension adjustment? Yes
T4A Reporting Information
Create T4A reporting information Create T4/T4A Mag Media File Print T4A Slips T4/T4A Mag Media Audit T4A Summary/Segment Rpt Create T4A PDF Slips
RL-1 Reporting Information Calculate and report pension adjustment CAN Calculate Pension Adjustment RL-2 Reporting Information
Create Annual Tax Reports
Update and verify slip information CAN Year-to-Date Edits Year-End Personal Data Audit Load Year-End Slips Load Selective Year-End Slips Year-End Error (rpt) T4/T4A/RL-1/RL-2 Audit View T4,T4A Slips
Create RL-1 reporting information Create RL-1 Mag Media File Print RL-1 Slips RL-1 Magnetic Media Audit RL-1 Summary Report
Amend, cancel and reissue yearend slips Amend/Cancel Year-End Slips Amend/Cancel Slip Audit Amend/Cancel YE Slip Summary Delete Void Year-End Slips
Create RL-2 reporting information Create RL-2 Mag Media File Print RL-2 Slips RL-2 Magnetic Media Audit RL-2 Summary Report
Automatically Create Record of Employment (ROE) Canada Decide how to create? Manually
Create ROEs automatically Create Mass ROE Data (CAN)
Create ROEs manually Update ROE Data (CAN)
Review or update ROE details Update ROE Data (CAN)
Review ROE insurable earnings and hours Review ROE Insurable Earnings (CAN)
Review and resolve ROE exceptions ROE Exceptions Report (CAN)
Print ROE information on form Print ROEs (CAN)
Create ROE data record summary ROE Summary Report (CAN)

Measure Deployment Effectiveness 87
PeopleSoft Enterprise Create Employee US Federal Payroll Information Using PeopleSoft Payroll for North America
Manage Absences
Request W-2 reissued W-2 Reissue Request
Create or update direct deposit information Direct Deposit
Employee
Add or update your voluntary deductions Voluntary Deductions
Send employee direct deposit information to PeopleSoft Expenses EIP (AM): DIRECT_DEPOSIT_FULLSYNC; DIRECT_DEPOSIT_SYNC
Update tax withholding information W-4 Tax Information
Create employee deductions USF Create Garnishments Review U.S. Savings Bonds Override Benefits Deductions Create General Deduction Override General Deductions Create U.S. Saving Bonds Request Direct Deposit
Send employee direct deposit information to PeopleSoft Expenses EIP (AM): DIRECT_DEPOSIT_FULLSYNC; DIRECT_DEPOSIT_SYNC Update payroll options and/ or create additional pay and/ or Leave Accrual Elections USF Update Payroll Options Create Additional Pay Update Leave Accrual Elections Calculate, Confirm and Provide US Federal Payroll
Info?
Initiate mass employee updates of tax data Create Mass Tax Data Updates Update Two-Tier Suppl Data
Record tax data and create reports USF Employee Tax Information Rpt W-4 Exemptions Report W-4 Audit Report Determine W-4 Exempt Renewal Update Employee Tax Data Update Tax Distribution Reset W-4 Exempt List Determine W-5 Eligibility Reset W-5 Eligibility List Employee SSN Verification W-4 Print - Self Service
Payments Identify Military Service Account detail and deductions USF Military Service Deposit
Apply unscheduled payments USF Military Service Deposit Create military service deposit reports USF Military Deposit OPM-1514 Rpt Military Deposit Closed Accts Submit Military Deposit Report to OPM USF
Military Deposits USF
Need to apply? Interest
Calculate interest, review balance and create IRR for accounts with zero balance USF Calc Military Service Interest
See "Maintain Personnel Records" to adjust service date for retirement
88
PeopleSoft Enterprise Calculate, Confirm, and Provide US Federal Payroll Using PeopleSoft Payroll for North America
Manage Time and Labor Yes Need to create retro pay? Yes No
Create NA Payroll Information
Create Retroactive (Retro) Payroll

Process mass retro pay request Process Mass Retroactive Pay or Create Retro Request in Job or Addl Pay via Event Handler Review a summary of retroactive pay requests and triggers Retro Pay Request and Trigger Summary Calculate retro pay and review results Calculate Retroactive Pay Update Retro Pay Calc Results Review retro pay processing messages Retro Pay Messages Retro Pay Messages Report Review summary of retro pay requests Retro Pay Calc Summary (NA) Pay All Calculated (rpt) (NA) Retro Pay Terminations
Need corrections?
Yes
Change the individual and mass retroactive pay process flag. Change Retro Pay Process Flag
Recreate retro pay?
No

No Receive request for Payment on a Variable Compensation Award EIP (AM): VAR_COMP_PAYMENT_REQUEST Validate variable compensation award data Validate Variable Comp Awards (GBL)
Load retro pay data to paysheets Load Retro Pay to Paysheets
Receive request for payment of employee referral program awards and acknowledge receipt EIPs (AM): PAYMENT_ERECRUIT_REQUEST; PAYMENT_ERECRUIT_ACKNOWLEDGE
Create Paysheets
Create paysheets by pay calendar USF Create Paysheets Review Pay Calendars On-Cycle Perform pre sheet audit USF Presheet Audit Report Yes Create final check paysheets USF Create Final Check Paysheets Print Earnings Distribution Print paysheet earnings distribution USF Print Paysheet Earnings Dist
Receive request for payment of employee expense advances and reimbursements and acknowledge EIPs (AM): PAYMENT_EXPENSES_REQUEST PAYMENT_EXPENSES_ACKNOWLEDGE
Record hours and amounts from Rapid Entry USF Create Rapid Entry Paysheets
Apply payment request information USF Load Paysheet Transactions Paysheet Transactions Report
Need final check paysheets?
No
Adjust Paysheets
Print paysheets USF Print Paysheets Review and update payline earnings USF By Payline Security By Payline Earnings By Payline Earnings Security By Paysheet Earns Short Form
Adjust Paysheets Receive sales commission information for payout EIP Record hours and amounts from PSHUP Update Paysheet Transactions Note: Final check paysheets, either on-cycle or off-cycle, can only be created for existing final check requests.
Review and update or override paysheets USF By Paysheet By Add Balance Page
Review and update payline by employee USF By Payline
Need to unsheet?
Yes
Request process to unsheet USF Pay Unsheet
No
Advise Variable Compensation of awards that have been accepted or rejected EIP (AM): VAR_COMP_PAYMENT_ACKNOWLEDGE
No
Confirm Pay
Advise Sales Incentive Management of payout info that has been accepted or rejected EIP
Calculate Pay
Advise Expenses of info that has been accepted or rejected EIP
Off-Cycle
Add new paysheet page and payline USF By Paysheet
Perform pre-calculation audit USF Precalculation Audit Report
Review and update actuals USF Review Actuals Distribution
Create on or offcycle pay calculations USF Calculate Pay
Review payroll error messages USF Review Payroll Error Messages Payroll Error Message Report
Yes Correct calculation errors? No
Make adjustments to paysheets USF By Paysheet By Add Balance Page By Payline By Payline Security By Payline Earnings By Payline Earnings Security By Paysheet Earns Short Form
Perform pre confirmation audit USF Preconfirm Audit Report
Ready to confirm
Yes
Confirm pay USF Confirm Pay
Calculate final earnings deductions and taxes USF Calculate Payroll From: "Track Employee Absences, Leaves and Vacations" receive absence calculations
Manage Absences
Save and Print with Off-Cycle Pay Run
Review pay calculation or confirmation results USF Employed Retired Annuitant Temp Employees Buying FEHB Semi-Annual Headcount Bond Purchase Federal Bond Reserve Leave Accruals Deduction Register Payroll Register Cost Center Other Earnings Register Deductions in Arrears Deductions Not Taken Payroll Summary Employer Benefit Contributions Garnishment Prorations Leave Audit SF1150 Report Employees Not Processed Report Update WGI/Tenure Hours
Decide if need to reverse pay confirm
Yes
Reverse pay confirmation USF Unconfirm
No
Create Single Paycheck for Immediate Payment

Create or update paysheets and calculate USF Create Online Check Online Paysheet Confirm and Print Review online pay calculation results USF View/Print Online Check Decide if need to.. Delete Confirm and print USF View/Print Online Check
Adjust Paycheck
Employee Pay Overstated Record adjustment on paysheet USF By Paysheet Calculate pay for adjustment USF Calculate Payroll Decide if employee pay was under or over stated Employee Pay Understated Verify that wages were overstated USF Review Payroll Error Messages Payroll Error Message Report Create payback? Yes Record adjustment on paysheet USF By Paysheet Calculate pay for adjustment USF Calculate Payroll
Retrieve Time Reporter Information

Manually Load time reporter payable time from Time and Labor USF Load Time and Labor Review TL load history USF Review Time and Labor Load Payroll type? Create paysheet's method?
Single Paycheck for Individual Employee
Delete check information USF View/Print Online Check
Integration: Time and Labor Interface retrieves and consolidates payable time information for selected time reporters and sends cross reference numbers back to TL
Automatically
Create online check data using automated process USF Create Online Check Online Paysheet
Review and reverse original check and create off-cycle paysheet USF Review Paycheck Summary Adjust/Reverse Paycheck Review FLSA Pay Data
Reverse and Confirm
Reverse and confirm reversal USF View/Print Online Check
Create pay calculations for underpayment USF Calculate Payroll
No
Confirm pay for adjustment USF Confirm Payroll
Reconcile and Distribute NA Payroll Information
Adjust
Decide if need to adjust or reverse
Reverse
Reverse paycheck USF Adjust/Reverse Paycheck
Review reversal results USF Review Paycheck Review Pay Limits
Confirm check reversal USF Confirm Payroll
Review pay calculation or confirmation results
Create Manual Checks

Add new paysheet and payline USF By Paysheet Calculate employer taxes and deductions USF Calculate Pay Confirm pay for manual check USF Confirm Pay Review pay calculation or confirmation results
Junction Paycheck
Manual Check
Adjust Payroll Balances

Review employee balances USF 1042 Taxes Arrears Check Year-to-Date Deductions Earnings Garnishments Special Accumulators Taxes Employee Earnings Snapshot Employee Earnings Record Rpt
Create and Distribute Payments

Printed Check Online Request Check Request final check USF Request Final Check Create paysheets Pay Run Create and review paysheet and payline USF Request Final Check Create final check paysheets online USF Request Final Check Print checks USF Print Checks Create Paychecks PDF Decide if reprinted checks needed Review check register and reconciliation reports USF Check Register Employee Check Info Report Review and verify printed checks Advise HR Helpdesk of discrepancy, if needed Type of adjustment?
No
Errors?
Yes
Balances
Create Final Check
Yes No Errors Create replacement checks USF Reprint Checks Print checks USF Print Checks Create Paychecks PDF Distribute paychecks
Employee Balances
Final
Method? Decide method of payment distribution Manual Check
Write out check for employee Provide pre-notification USF Prenotification Report Create direct deposit file USF Create Direct Deposit File Format information and print direct deposit file USF Print Advice Forms Create Advice PDF Forms Print pre-note memos USF Prenote Memo
Create Paysheet
Create paysheet for final check USF Create Final Check Paysheets
Calculate earnings deductions, taxes, and net pay USF Calculate Pay
Confirm pay for final check USF Confirm Pay
Create final check reports and review results USF Final Check Reconcile Report Final Check Requests Report
Adjust?
Adjust employee balances USF 1042 Taxes Accruals Arrears Balance Adjustment Report Check Year-to-Date Deductions Earnings Garnishments Special Accumulators Taxes
Obsolete Balances
Delete obsolete balances USF Delete Balances
Direct Deposit
Review
Create direct deposit advice registers USF Advice Register Distribute advice information
Imputed Income
Adjust imputed income Calculate Adjustments Adjustment Report
Review direct deposits by company USF Direct Deposit Register
Employee
Payslip Summary
Review payroll supporting documentation USF View Paycheck Direct Deposit Voluntary Deductions
Need to inquire?
Yes No
HR Helpdesk End Process

89
PeopleSoft Enterprise Reconcile and Distribute US Federal Payroll Information Using PeopleSoft Payroll for North America
Provide Information to the General Ledger

Review actuals distribution Review Actuals Distribution (USF) Yes Actuals Dist Provide Payroll Information to the General Ledger (Commitment Accounting) Create actuals distribution Distribute Actuals (USF) Adjust previously distributed pay? Create retro distribution information Process Direct Retro Dist Review Retro Distribution Msgs Review retro distribution information Review Retro Distribution Create retro distribution report Retro Distribution Audit Rpt Create accounting lines encumbrances Encumbrances (NA) Encumbrance Message (NA) Print fiscal year budget definitions and amounts Fiscal Year Budget Report (USF) Create accounting lines - actuals Commitment Accounting Actuals (NA) Create reconciliation report Reconciliation Report
Prepare distribution information Predistribution Audit Rpt
Review.?
Create? Create actuals distribution with time and labor Distribute Actuals/Extract TL
Review suspense account information Review Suspense Acct Distrib
Create?
Actuals Dist with TL
Review budget actuals Review Budget Actuals (USF) No
Report budget definitions and amounts Load Gross/Fringe Data
Create report for earnings, deductions, and tax distributions Gross and Fringe
Send payroll accounting transactions to the PeopleSoft General Ledger EIPs (AM) : PAYROLL_ACCTG_TRANSACTION; PAYROLL_DEDUCTION_REQUESTM; PAYROLL_DISBURSEMENT
Prepare Information for the General Ledger

Create payroll accounting transactions for non-commitment accounting Non-Commit Accounting Info (NA) Non-Commit Reset Processing (NA) Payroll Error Messages Create pay types Pay Type to GL (USF) Create cost center information Cost Center to GL (USF) Create payroll transactions for noncommitment accounting for SAP Non-Commit Posting for SAP Non-Commit Rev/Repost for SAP Create payroll transactions for noncommitment accounting forE1 Non-Commit Posting for E1 Create GL interface reports HR Accounting Line (NA) Chartkey Values Send payroll accounting transactions to the PeopleSoft General Ledger EIPs (AM) : PAYROLL_ACCTG_TRANSACTION; PAYROLL_DEDUCTION_REQUESTM; PAYROLL_DISBURSEMENT
Non- Commit to NA
Pay Types
Prepare Payroll Information for the GL Non-Commit Acct
Decide type...
Cost Center
Non-Commit for SAP
Provide Information to the OPM

Pay Limits Review retired employees who have returned to federal service Employed Retired Annuitant (USF)
Non-Commit for E1
Review the pay limit and the amount of reduced pay after payroll is run for the pay period Review Pay Limits (USF)
Provide Voucher, Tax and Deduction Information to Accounts Payable

Vendor Calculate, Confirm and Provide Payroll Canadian Taxes Non-Tax Deductions Extract U.S. Federal tax information Extract U.S. Federal Taxes (NA) Extract U.S. Local tax information Extract U.S. Local Taxes (NA) Extract U.S. State tax information Extract U.S. State Taxes (NA) By Voucher Extract Canadian tax information Extract Canadian Taxes (CAN) Review vendor listing AP Vendor Listing OPM Extract non-tax deductions Extract Non-Tax Deductions (NA) Extract CA Non-Tax Deductions (NA) Review? Audit Create AP Extract Audit report AP Extract Audit Report Decide if need to provide ...
Returning Retirees
Federal Benefit Recipient Headcount Create a listing of temporary employees who are participating in the federal employees health program Temp Employees Buying FEHB
Create a snapshot of agency-wide enrollment in FEHB, FEGLI, and retirement programs and provide to the OPM Semi-Annual Headcount
Temporary Employees By Vendor Review and update proposed payments by voucher Review AP Extract-Headers Send vouchers to AP Send Vouchers to AP
Create/ Provide?
Provide Payroll Info to Accounts Payable
Extract?
Federal Tax
Local Tax
Deduction Distribution Review and update proposed payments by vendor Review AP Extract-Lines
Create the deduction distribution output files, SF- 2812 and SF-2812A RITS Interface
Provide deduction distribution Information for FEHB, FEGLI, Retirement Plans, and Creditable Service Purchases to the OPM
State Tax
Send tax, garnishment, and voluntary deduction withholding information to PeopleSoft Payables for payment EIP (AM): VOUCHER_BUILD Decide type of Interface processing needed
Note: The RITS interface is processed after each confirmed on-cycle payroll.
Provide Savings Plan Information to the Thrift Board

Scheduled Identify header information for TSP Voucher file Identify TSP Voucher Info
Provide Information to U.S. Federal Agencies
Provide Payroll Completion Information

Create sales incentive notification Notify SIM of Payments
Create the TSP transaction file, distribute deductions according to TSP Board options, and create the voucher (TSP-2) TSP Interface
Review high-level breakdown of the information contained in a TSP Voucher file Identify TSP Voucher Info
Provide output file and voucher information to the Thrift Board
Sales Incentive
Thrift Board
Decide type of voucher processing Identify high-level breakdown of the information in a TSP Voucher file Identify TSP Voucher Info Identify and reprint the TSP voucher TSP Interface
Time and Labor Costs
Extract time and labor costs Extract Time and Labor Costs Extract Time and Labor Costs (USF)
Export the Time and Labor costs from Payroll for North America into Time and Labor Integration (AE): Extract Time and Labor Costs
Unscheduled Note: The scheduled processing of the TSP interface takes place after each confirmed on-cycle payroll.
Payroll Completion Information
Decide what is needed
Variable Comp Payment Notification
Create Variable Comp Award payment notification Notify Var Comp of Payments
Send a verification of payment to Variable Compensation EIP (AM): VAR_COMP_PAYMENT_ACKNOWLEDGE
Recruiting Payment Notification
Create recruiting referral program award payment notification Notify Recruiting of Payments
Send a verification of payment to eRecruit EIP (AM): PAYMENT_ERECRUIT_ISSUED Create payment notification to expenses Notify Expenses of Payments (NA)
Send a verification of payment to PeopleSoft Sales Incentive Management EIP
Provide Payment Information to the U.S. Treasury
Note: A separate ECS schedule must be reserved for each payment method (check, EFT, VENMIS) before processing the Treasury Interface. 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
Payment Verification for Expenses
Run GL Interface to identify expense accounts
Send a verification of payment to PeopleSoft Expenses EIP (AM): PAYMENT_EXPENSES_ISSUE
On Cycle Payroll
Identify ECS schedule number type, description, and on-cycle pay option to reserve summary schedules Identify ECS Controls
Provide payment information to the U.S. Treasury and receive reel number information in return
Identify ECS schedule remarks, accounting information, and reel numbers; review transmission summary; and extract control information ECS Interface
Identify ECS control information and create the ECS output file ECS Interface
Provide ECS information to U.S. Treasury
U.S. Treasury
Decide if need to provide ...
Off Cycle Payroll
Identify ECS schedule number type, description, and offcycle pay option Identify ECS Controls
Identify ECS schedule number and type, review ECS schedule information and eligible payments, and identify payments to include in schedule Process ECS Off Cycle
Identify ECS control information and create the ECS output file ECS Interface
Provide net pay information to the U.S. Treasury
Bond Purchases
Reconcile Check Records with Bank Records
Review all bonds purchased since the last program run Bond Purchase
Create magnetic media listing all bonds purchased since last run Bond-Federal Reserve
Reconcile Check Information with Bank Records
Reconcile payroll checks with bank records Request Reconciliation Reconciliation-Ohio Local (USF)
Create match exception report Reconciliation Report
Create check reconciliation report
Review results of check reprint process Review Dead Checks
Create Payroll Regulatory and Tax Reporting Information
Create grants report on certified time and effort for selected pay run Time/Effort Certification Rpt
90
PeopleSoft Enterprise Create US Federal Payroll Regulatory Reporting and Tax Information Using PeopleSoft Payroll for North America
Create pay period tax reporting information for USA Federal Tax Summary State Tax Summary Federal Liability by State Reconciliation-Ohio Local Local Tax Deposit Tax Deposit Summary Tax Summary-PA LST Form 1042 Audit
Pay Period Reports USA
Quarterly Tax Reporting Information USA
Create quarterly tax reporting information USA Define Tax Reporting Parms Electronic Parameters Tax Balance Audit Create Qtrly Wage File AK-ID Create Qtrly Wage File IL-NC Create Qtrly Wage File ND-SC Create Qtrly Wage File SD-WY Employee Count Multiple Worksite State Tax Summary State Wage Listing State Unemployment Tax Federal Tax Summary Report Local Tax Summary
Create Year End Data Update Year End Reporting Info Load Year End Data Review/Update Year End Data Review Year End Data Combined W-2/W-2 Summary Prior 2001 View W-2/W-2c Forms
W-2 reporting Pint Year End Forms Print Forms Prior 2001 Create Federal W-2 File Create State W-2 File Create Local W-2 File Create Puerto Rico W-2PR File W-3/W-3SS Transmittal Report W-3PR Transmittal Totals Rpt State W-2 Tax Totals Report Local W-2 Tax Totals Report Create W-2 PDF Forms
Audit and Error Reports Error Listing Year End Record Error Year End Data Audit Federal W-2 File Audit State W-2 File Audit Local W-2 File Audit Puerto Rico W-2PR File Audit W-2c Audit US/Territories W-2cPR Audit Puerto Rico W-2c Data Audit Prior 2001 Federal W-2c File Audit US Tax Form Definitions Tax Form Print Parameters
Year End Tax Reporting Information USA Reconcile and Distribute Payroll Information Decide action?
Adjustment closed pay period Open/Close Pay Calendar Create W-2 Adjustments Create W-2c US/Territories Create W-2cPR Puerto Rico Create W-2c Prior 2001 Create? Create 1099R reporting information Form 1099R Audit Report Create 1099-R Form 1096 Report W-2c Reporting Print W-2c US/Territories Print W-2c Puerto Rico Create Federal W-2c File US Create W-2c PDF Forms
Need to create?
Update tax reporting forms and definitions Tax Form Definitions Tax Form Print Parameters Tax Reporting Parameters W-2 Company Data Electronic Parameters Tax Form Definition Report Tax Form Print Parameters Rpt Year End Form Text Tax Form XMLP Options Year End Form Options
Provide Employee Individual Retirement Information to OPM
Create 1042 reporting information Form 1042 Data Summary Define 1042-S Parameters Create 1042-S
Tax Reports USF
Create tax reports - USF Federal Liability by State Local Tax Deposit Tax Deposit Summary Tax Summary-PA LST Tax Balance Audit Reconciliation Ohio Local
Create FUTA reconciliation FUTA Wage Reconciliation Rpt
Employee
Request duplicate W-2 W-2 Reissue Request
91
PeopleSoft Enterprise Provide Employee Individual Retirement Information to OPM
Create an IRR worksheet report for the separated employee(s) based on the selected retirement form Create IRR Worksheet-Sep
Review and verify IRR information for separated employees
Decide if updates are needed
Yes
See "Track Employee Personal Information, Job Changes and Personnel Actions", to complete a PAR in order to modify information that affects the IRR
No
Review or Update Employee IRR

Review IRR type, date, status, and other information Identify IRR Review IRRs Review details of each PAR that must be reported on the IRR Identify IRR Review basic pay prior to CSRS and FERS, LWOP time, and retirement deduction information Identify IRR Identify or review remarks about special conditions affecting retirement coverage Identify IRR Decide if need further review for revision 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
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 FERS Register of Seps/Transfers Review the summarized IRR and ROST information that will accompany the IRRs when submitted to the OPM Review ROST Summary Provide IRR and ROST information to the OPM
Provide Original IRR to OPM
Create US Federal Payroll Regulatory and Tax Reporting Information
Decide type of IRR action needed
No
Create Supplemental or Corrected IRR Information

Personal 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. Decide if need more review Decide what information to update or review
Identify personal details such as name, address, phone, citizenship, marital status Correct IRR USF Supplement to IRR USF
No
Job, Benefit FEGLI, and Retirement Identify and review specific position details such as pay group, holiday schedule, employee type, FLSA status, and employee class Correct IRR USF Supplement to IRR USF
Identify position number, job code, department, benefits, FEGLl, and retirement data Correct IRR USF Supplement to IRR USF
Decide if need to update current PAR status
Provide Supplemental or Correction IRR to OPM
Position Details
Create a PAR to apply employee record changes that impact IRR information or review existing PAR details and update approval status Correct IRR USF Supplement to IRR USF
Yes
No Decide if need to print forms Yes
Compensation Information Print SF-50 Notice to Employee or SF-52 Request for Personnel Action Correct IRR USF Supplement to IRR USF Employment
WORKFLOW: Create a worklist item to provide notification that further approval or changes are required based on the assigned PAR status
Identify employment-related dates such as service computation and with-in-grade increase dates Correct IRR USF Supplement to IRR USF
Identify compensation information such as pay rate determinant, step, and quoted pay Correct IRR USF Supplement to IRR USF
Yes
Additional Employment
Identify information on expiration dates, with-in-grade increase data, and union affiliations Correct IRR USF Supplement to IRR USF
Update Accumulated Fiscal Information for Current or Separated Employees

Update the accumulated fiscal data with appropriate payroll information for specified employees Process Fiscal Data Accumulation Create an IRR worksheet report for specified current employee(s) Create IRR WorksheetCurrent 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-todate fiscal information on the IRR.
Create Fiscal Retirement Information
Update an employee's fiscal history for retirement reporting Update Emp Fiscal Year Hist
92
PeopleSoft Enterprise Send Employee Information to an External Payroll Application
Human Resources Specialist
Employee
Manage Absences
Review pay from 3rd party 3rd Party Pay Inquiry
Employee Payroll Information NLD
Assign recurring deductions to an employee and indicate percentage or amount of deduction General Deductions (NLD)
Assign incidental deductions to an employee and specify amount or percentage of deduction Incidental Deductions (NLD)
Record the employees Tax Data according to the Dutch Taxation regulations Tax Data (NLD)
Assign recurring earnings to an employee and indicate the amount of earning Regular Earnings (NLD)
Assign incidental earnings to an employee that are non-hourly based Incidental Earnings (NLD)
Yes
Decide if need to update
Assign hourly time and overtime Hourly Time/Overtime Hourly Time by Calendar
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)
Earnings Information
See model titled: Maintain Employee Data to affect records that contain earnings information
Payroll Interface Administrator

Decide if need to update information for employee deductions and earnings Benefits Deductions See model titled: "Reward" to affect records that contain benefit deduction information Confirm or reverse deduction calculations and load deduction calculation information for export to the payroll system Confirm Deductions Create PI reports Export Changes System Table Listing PS Record Listing PS Record-Field Listing Field Listing Field-Translation Listing Instance Listing Process Listing Process Values Definition Table-File Definition Table-Record Definition Table-Field Configuration Listing Group Listing Employee Listing File Handle Listing
No Calculate deductions for each pay period Calculate Deductions Review deduction calculation error messages online Review Error Messages Decide if errors were encountered while calculating deductions
Convert tab-delimited files to commadelimited files Convert Tab Delimiter
Provide information to or receive information from the payroll system Import/Export Payroll Data
Export or import external files Complete Export to File
No
Review Payroll Interface Results Review Deductions Error Messages Run Table Export Details Check Summary Earnings Balances Deduction Balances Tax Balances Table Export
Yes
Correct calculation errors
93
PeopleSoft Enterprise Create GBL Employee Payroll Information

Maintain Absences
Global
Add person of interest as a payee - GBL Add a POI Payee
Identify general employee payroll information - GBL Review Job Information
Assign earnings and deductions - GBL Payee Assignment by Element Element Assignments by Payee Recurring One Time (Positive Input)
Override payee processing information - GBL Supporting Elements Payee Sections Payee Calendar Groups Assign Retro Limits
Update payroll accounting information - GBL GL Distribution Overrides
Apply balance adjustments to accumulators - GBL Accumulators
Identify net pay/ recipient elections - GBL Maintain Bank Accounts Specify Net Pay Elections Add Bank Information Add Deduction Recipients
Identify payslip options GBL Payee Payslip Options
USA
Assign earnings and deductions - USA Savings Bond Assignment USA
Assign garnishments - USA Assign Garnishments USA Garnishment Summary USA
Assign pay groups - USA Pay Group Assignment USA Payee Calendar SOVR (hidden)
Maintain termination data - USA Maintain Termination Data USA
Identify information to request a loan repayment from payee - USA Request Repayments USA
Argentina
Assign Earnings and Deductions - ARG Payee Assignment By Element Elem Assig by Payee Recurring One Time (Positive Input)
Assign garnishments - ARG Assign Garnishments ARG
Entering Taxable Deductions - ARG Maintain Tax Deductions ARG
Maintaining Termination Process - ARG Termination ARG
Australia
Apply garnishments or court orders - AUS Assign Garnishments AUS
Identify payslip information - AUS Payslip Delivery Option AUS Messages AUS
Identify net pay/ recipient elections - AUS Specify Protected Net Pay AUS Add Deduction Recipients AUS
Record payee tax information - AUS Maintain Tax Data AUS Specify Trainee Tax Rebate AUS Review/Update Tax Scales AUS
Brazil
Identify general employee payroll information - BRA Define Payee Parameters BRA Maintain Payee-Union Data BRA
Identify family allowance information - BRA Review Dependent Data BRA
Identify loans and/or advances - BRA Request Loans BRA
Identify recipient or beneficiary relationship - BRA Recpnt/Benef Relationship BRA
Inserts Supporting Elements Overrides at payee level based on a country specific page for payee parameters EIP (CI): GP BRAZIL - PAYEE PARAMETERS
Insert Earnings/Deduction Assignment for the loan information entered in the Request Loans component EIP (CI): GP BRAZIL - LOANS DEDUCTION ASSIGNMENT
China
Assign Earnings and Deductions - CHN Payee Assignment By Element Elem Assig by Payee Recurring One Time (Positive Input)
Defining Tax Registration - CHN Supporting Tax Elements Tax Registration CHN
Assigning and Disabling PHF/SI - CHN Element Assignment by Payee
Assigning Payslip Delivery Option CHN Payslip Delivery Option CHN
Switzerland
Identify general employee payroll information CHE Define EO Payment CHE Define EO Payment Ovrd CHE
Identify family allowance information - CHE Define Family Allow Data CHE
Identify social insurance information - CHE Maintain Social Ins Data CHE Add Other Insurances Data CHE
Record payee tax information - CHE Maintain Source Tax Data CHE
Identify payslip information - CHE Define Payee Data CHE Messages CHE
Identify net pay/ recipient elections - CHE Override Source Bank CHE Manage Foreign Bank Acct CHE
Identify pension fund data - CHE Pension Fund Data CHE
Review payee data related to multiple contracts - CHE Review Multiple Contracts CHE Review MC Exceptions CHE
Germany
Identify general employee payroll information - DEU Add General Remarks DEU
Record payee tax information DEU Maintain Tax Data DEU Calculate Company Car Tax DEU
Identify social insurance information - DEU Maintain Social Ins Data DEU Maintain Accident Ins Data DEU Add Old Age Part-Time Data DEU
Apply garnishments or court orders - DEU Assign Garnishments DEU
Identify payslip information - DEU Define Payee Data DEU Messages DEU
Identify pension information - DEU Maintain BVV Data DEU
Identify net pay/ recipient elections - DEU Override Source Bank DEU Manage Foreign Bank Acct DEU
Maintain German employer certificates - DEU Certificates DEU
Identify loans and/or advances - DEU Request Loans DEU
Spain
Record payee tax information - ESP Maintain Tax Data ESP Override Tax Percentage ESP
Identify social insurance information - ESP Multiple Employment Data ESP
Identify loans and/or advances - ESP Request Advances/Loans ESP
Assign Garnishments/ Court Orders ESP Assign Court Orders ESP
Identify pension plan ESP Payee Pension Plan ESP
France
Identify loans and/or advances - FRA Request Advances/Loans FRA
Apply garnishments or court orders - FRA Assign Garnishments FRA
Identify payslip information - FRA Add Payslip Messages FRA
Review pension contingency contracts FRA Pension/Cont. Contract Rvw FRA
Great Britain
Assign earnings and deductions - GBR Overtime GBR
Record payee tax information - GBR Maintain Tax Credits GBR MT1 - Code Number Changes GBR Uplift Tax Codes GBR Maintain Student Loans GBR Tax/NI Adjustment Details GBR
Maintain Social Security/Insurance Information - GBR Maintain NI Data GBR
Manage P46 Expat Details GBR P46 Expat Details GBR
Identify loans and/or advances - GBR Review Loans GBR Maintain Loans GBR Update Loans End Date GBR
Apply garnishments or court orders - GBR Assign Court Orders GBR
Identify pension information - GBR Assign Scheme GBR Stakeholders Pension GBR P46 Pensioner GBR
Manage Share Schemes - GBR Assign Share Schemes GBR Share Save Holidays GBR
Review employee termination data GBR Review P45 GBR
Identify payslip information - GBR Create Messages GBR Messages by Pay Group GBR
Calculate, Confirm and Distribute GBL Payroll
Hong Kong
Identify general employee payroll information - HKG Specify Housing Quarters HKG Define PT EE Main Employer HKG Define Self Employed Data HKG
Identify payslip information HKG Payslip Delivery Option HKG Messages HKG
Identify net pay/ recipient elections - HKG Add Recipient Mbrship Nbr HKG
India Create employee information for? Italy
Identify general employee payroll information - IND Define MDA Enrollment IND Define MDA Claims IND Define LTA Enrollment IND Define LTA Claims IND
Record payee tax information IND Maintain Tax Declarations IND Specify Tax Details IND
Identify social insurance information - IND Define ESI Data IND
Identify payslip information IND Payslip Delivery Option IND Messages IND
Identify pension information - IND Define PF Enrollment IND
Assign earnings and deductions - IND Recurring One Time (Positive Input)
Identify family allowance information - ITA Define Family Data ITA Review Family Data ITA Maintain ANF Data ITA
Identify social insurance information - ITA Maintain Social Ins Data ITA
Identify loans and/ or advances - ITA Loans Data ITA
Identify pension information - ITA Maintain Compl Fund ITA
Record payee tax information - ITA Specify Tax Reduction ITA Define Assignee Data ITA 730 Data ITA Define Prior Employer Data ITA
Japan
Record payee tax information - JPN Maintain Income Tax Data JPN Maintain Dep Tax Data JPN Maintain Inhab Tax Data JPN
Assign earnings and deductions - JPN Commuting Allowance JPN
Identify social insurance information - JPN Maintain Social Ins Data JPN Maintain Labor Ins Data JPN Maintain Lab Ins Rpt Data JPN Maintain Dep Soc Ins Data JPN
Maintain ret allow data JPN Maintain Ret Allow Data JPN
Mexico
Identify general employee payroll information - MEX Reverse Results MEX
Identify social insurance information - MEX Maintain SDI Data MEX
Identify loans and/or advances - MEX Request Loans MEX Loans MEX
Insert Earnings/Deduction Assignment for the loan information entered in the Request Loans component EIP (CI): GP BRAZIL - LOANS DEDUCTION ASSIGNMENT EIP (CI): GP MEXICO - LOANS DEDUCTION ASSIGNMENT
Record payee tax information -MEX Define Prior Employer Data MEX Specify No Year-End Adj MEX
Provide override information indicating that a payee will not be considered for the Annual Tax Adjustment process EIP (CI): GP MEXICO - PAYEES WITHOUT ANNUAL TAX ADJUSTMENT
MYS
Request loans MYS Request Loans MYS
Add deduction recipients MYS Add Deduction Recipients MYS
Identify payslip options MYS Payslip Delivery Option MYS
Maintain EPF Payee Data MYS Maintain EPF MYS
Maintain SOCSO Payee Data MYS Maintain SOCSO Payee Data MYS
Maintain termination data MYS Maintain Termination Data MYS
NLD
Assign earnings and deductions - NLD Commuting Data NLD
Record payee tax information - NLD Maintain Tax Data NLD
Identify social insurance information - NLD Maintain Social Ins Data NLD Maintain Addl Ins Data NLD
Identify payslip information - NLD Messages NLD
NZL
Record payee tax information NZL Maintain Tax Data NZL Create Invalid IRD Report NZL
Apply garnishments or court orders - NZL Assign Garnishments NZL Specify Protected Net Pay NZL
Identify payslip information - NZL Payslip Delivery Option NZL Messages NZL
Identify net pay/ recipient elections - NZL Add Deduction Recipients NZL
SGP
Identify payslip information - SGP Payslip Delivery Option SGP Messages SGP
Identify net pay/ recipient elections - SGP Add Deduction Recipients SGP
THA
Entering Payee Tax Allowance Information -THA Tax Allowance Declaration THA
Entering Social Security Contribution Information -THA Maintain SSO Data THA
Entering Payee Level Provident Fund Data -THA Payee Provident Fund Setup THA
Employee
Provide personal information for payroll payment and distribution Personal Bank Accounts Pay Distribution Instructions
94
PeopleSoft Enterprise Calculate, Confirm, and Provide Payroll Using PeopleSoft Global Payroll
Prepare/Update Payroll Information for Calculation
Review/Update Positive Input
Review or update positive input GBL Manage Positive Input by Cal Manage Positive Input by Tmplt One Time (Positive Input) Manage Generated Positive Input
Absences/ Overtime
See "Track Absences and Vacations"
Review Calculation Results

Review result summary of payslip online Inquire Online Paycheck Second Inquire Online Paycheck MEX
Absences Switzerland

Review Triggers
Review triggers - GBL Review Triggers Rvw/Expand Mass Triggers Review Iterative Triggers
Import employee absences from self-service Enter Absence CHE Create Absences CHE
Create and review pay cycle reporting information - AUS Payroll Results Register AUS Pay Components AUS Reconciliation AUS
Vacation Entitlements Brazil
See "Track Absences and Vacations"
Create GBL Employee Payroll Information
Decide if need to?
Review Retroactive Exceptions
Review retroactive exceptions GBL Unprocessed Retro Deltas
Overtime Switzerland Overtime Mexico Data Migration Italy
Import employee overtime from self-service Process Overtime CHE See "Track Time and Labor" Load data ITA Data Migration ITA
Review calculation results - GBL Payee Iterative List Results by Calendar Results by Calendar Group Payee Messages Payee Status Processing Statistics Element Resolution Chain Administrator Results
No Override Supporting Elements Override supporting elements - GBL Supporting Elements
Review calculation results - AUS Messages AUS (rpt)
Update Garnishments Balances Process Garnishments ARG
Create and review paycycle reporting information - DEU Payroll Results Summary DEU Payroll Rsts Summary Year DEU Payroll Results Register DEU Overpayment List DEU Pay Balance DEU Total Compensation DEU Element Contribution List DEU Company Loan DEU
Create and review paycycle reporting information - GBL Create Generic Reports Payroll Results Register Absence Results Register Payroll Results Summary Payroll Messages
On or OffCycle?
On-Cycle
Update calendars?
Retrieve Variable Awards
Retrieve variable compensation awards GBL Retrieve Variable Comp
Positive Input Brazil/Mexico
Load positive input Manage Pos Input via Batch BRA Manage Pos Input via Batch MEX Manage Mass Positive Input MEX
Update Accumulators - GBL Adjust Balances
Decide if need to create or update...
Vacation BRA
Load vacation BRA Mass Vacation Programming BRA Vacation - Acq Period Upd BRA
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
Review calculation results - CHE Payroll Results Register CHE Overpayment List CHE Pay Balance CHE Pay Element Summary CHE
Create deduction payback records Create Deduction Paybacks AUS
Retrieve requests for variable compensation payments EIP: VAR_COMP_PAYMENT_REQUEST_GP
Provide acknowledgement of (rejected or erred awards) errors detected during award validation to Variable Compensation EIP (AM): VAR_CMP_PAYMENT_ACKNOWLEDGE_GP
IH Tax Japan
Maintain inhabitant tax data JPN Load IH Tax Payment Data JPN Maintain IH Tax File Data JPN Create IH Tax File JPN
Identify payees and create payroll calculations Calculate Absence and Payroll
Review calculation results - DEU Garnishment Results DEU XML Results DEU Payroll Results Summary DEU Payroll Results Register DEU Overpayment List DEU Pay Balance DEU
Ready to finalize
Yes
Finalize payroll calculations Calculate Absence and Payroll
Calculate salary package - AUS Calculate Package Expenses AUS Decide if need to...
Review salary packages - AUS Salary Package Summary AUS
Create and review paycycle reporting information - CHE Payroll Results Register CHE Overpayment List CHE Pay Element Summary CHE Personal Statement CHE Pay Balance CHE Calc Reconciliation Report CHE Element Contribution List CHE Review? Create and review paycycle reporting information - MEX Overtime MEX Provisions MEX Loans by Calendar MEX ANN - Christmas Bonus MEX ANN - PTU-Profit Share MEX Payroll Results Register MEX Balances MEX
Create and review paycycle reporting information - BRA Family Allowance Registry BRA Financial Register BRA Dependnt Statmnt IncomeTax BRA Payroll Results Register BRA Average Report BRA Union Contribution Report BRA Unemployment Insurance Report BRA Transport Coupon BRA Termination Reports BRA Monthly DIRF Report BRA Vacations Credit Report BRA Vacations Receipt Notice BRA Benefits by Disability Report BRA
Create and review paycycle reporting information - HKG Payroll Results Register HKG Pay Components HKG Reconciliation HKG
Create deduction payback records Create Deduction Paybacks NZL
Update Setup Information

Run Types Create run types to identify payroll or absence runs Run Types Create groups of calendars Calendar Groups Calendar Groups AUS Calendar Groups NZL
Headcount France
Update calculated headcount - FRA Update Company Headcount FRA
Review calculation results - ESP IRPF Calculation Results ESP
A batch process prompts PeopleSoft Global Payroll to send absence data to PeopleSoft Time and Labor Integration (COBOL): GPPDPRUN
Festive Advances SGP Create calendars for payroll and absence processing Calendars Automatic Calendar Creation
Post/unpost festive advance information - SGP Post/Unpost Festive Advncs SGP
Identify payees; create, update, freeze or cancel calculations
Review?
Review calculation results FRA Create Terminated EE Group FRA Extract Termination Data FRA Update Termination Data FRA
Create coupon reporting information - MEX Create Coupons Interface MEX
Create and review paycycle reporting information - ITA Payroll Results Register ITA Pay Element Summary ITA Pay Element History ITA
Create and review paycycle reporting information - NZL Pay Components NZL Reconciliation NZL Payroll Results Register NZL
Yes
Decide to define or update
Periods and Calendars
Define time periods for payroll and absence processing Periods Automatic Period Creation
Festive Advances MYS
Post/unpost festive advance information - MYS Post/Unpost Festive Advncs MYS
Review calculation results - HKG Messages HKG (rpt)
Group Lists
Create payee groups used for payroll and absence calculation Manage Group Lists
SDI Mexico
Create/update SDI triggers and update SDI records - MEX Create SDI Triggers MEX SDI by Anniversary and SMG MEX
Review calculation results - ITA Payroll Results Register ITA Payroll Results ITA
Variable
Decide if calculating Complementary Annual Bonus ARG Update Variables
Profit Sharing Mexico
Update profit sharing definitions MEX Define PTU-Profit Share MEX
Create and review paycycle reporting information - GBR Gross To Net GBR High/Low Earners GBR P32 GBR P35 GBR Profile Report GBR Element Summary Report GBR Validation Exception GBR
Create and review paycycle reporting information - SGP Payroll Results Register SGP Pay Components SGP Reconciliation SGP
Review calculation results - NZL Messages NZL (rpt) Create and review paycycle reporting information - NLD Results Register NLD Export Company Data NLD Wage Declaration Interface NLD Wage Declaration Report NLD Wage Declaration Response Import NLD
Create and review paycycle reporting information - MYS Payroll Results Register MYS Reconciliation MYS Pay Components MYS

Tax Calculation
Define Tax Process THA Tax Calculation Method Tax Log Generation Flag Tax Calculation Category Tax Calculation Period Number
Calculate profit sharing and create positive input Calculate PTU-Profit Share MEX
Review calculation results - SGP Messages SGP (rpt)
OffCycle
Receive notification from Absence Management that an off-cycle payment is needed Off Cycle Request Off Cycle On Demand Identify payees for the offcycle payroll run and create group for processing Off Cycle Request Off Cycle Calendar Group Process the off cycle payroll Process Off Cycle
Review calculation results- THA Tax Log THA Termination Tax Log THA Review results of the process Results for Off Cycle process No
Create and review paycycle reporting information - USA Bonds Report and Interface USA
Review messages from the process Messages for Off Cycle process
Reverse for USA?
Yes
Reversal by payment ID and number Reversals USA
OffCycle
Identify type of off-cycle transaction, manual or unscheduled payment, correction, or advance payrolls Off Cycle Request
Review the off-cycle payees who were suspended from oncycle pay runs Review Off Cycle Payee Status
No
Reconcile?
Yes
Reconcile manual payments Manual Payment Reconciliation
Create Payment Information

Review Payslip Results Review payslip results Administrator Results FRA Rvw Admin Payslip/Results FRA Rvw Admin Payslip/Results GBR
Review payee account information Missing Bank Account Rpt ESP Payee Bank Account Report ESP
Identify employees with missing account info Missing Bank Account Rpt ESP Payee Bank Account Report ESP Create EFT payment file Create EFT Payment File ARG Create EFT Payment File AUS Create EFT Payment File BRA Create EFT Payment File CHN Create EFT Payment File ESP Create EFT Payment File FRA Create EFT Payment File HKG Create EFT Payment File JPN Create EFT Payment File MEX Create EFT Payment File SGP Create EFT Payment File NLD Create EFT Payment File NZL Create EFT Payment File ITA Create EFT Payment File MYS Review EFT by Cal Group ITA
Distribute Payroll Information Provide Cost Information to Time and Labor
Add Payslip Messages
Add payslip messages Add Payslip Messages CHN Add Payslip Messages CHE Add Payslip Messages DEU Add Payslip Messages ITA Add Payslip Messages NLD Add Payslip Messages NZL Add Payslip Messages ITA Add Payslip Messages AUS Add Payslip Messages FRA Add Payslip Messages GBR Add Payslip Messages HKG Add Payslip Messages SGP Add Payslip Messages THA
Create payment information for EFTs Run Payment Prep Process BRA Run Payment Prep Process CHE Run Payment Prep Process FRA Run Payment Prep Process GBR Run Payment Prep Process IND Run Payment Prep Process MEX Run Payment Prep Process NLD Run Banking Process ITA Run Banking Process JPN Run Payment Prep Process DEU
Cost Information Create recipient file Create Recipient File AUS Create Recipient File HKG Create Recipient File SGP Create Recipient File NZL Recipient Payment Report HKG Create Garnishment File USA Create Recipient File MYS
Provide Cost information to Time and Labor Send Costs to Time and Labor
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 Payment Verification to VC Provide notification of VC award payment to Variable Compensation EIP (AM): VAR_CMP_PAYMENT_ACKNOWLEDGE_GP Create GBL Payroll Regulatory Reporting and Tax Information
Decide if need to provide...
Post Earnings and Deductions to General Ledger

Review payment reports Net Payment Report AUS Net Payment Report ESP Net Payment Report FRA Net Payment Report HKG Net Payment Report SGP Net Payment Report NZL Payment List Report NLD Pending Net Payment Report ESP Net Distribution Exception USA Net Payment Report MYS Bank File Creation Log ESP Create file and transfer costs to GL Send Costs to GL Send Costs to GL AUS Send Costs to GL NZL Sent Costs to GL SGP Send Costs to GL MYS Send Costs to GL CHE Send Costs to GL MEX Finalize Costs for GL Review GL costing information Review GL Costing Info AUS Review GL Costing Info NZL Review GL Costing Info SGP Review GL Costing Info MYS Review GL Costing Info MEX
Create Payments
Prepare payments for banking processes - GBL Run Payment Prep Process Run Payment Prep Process USA Payment Renumber USA Run Payment Reconciliation Reconciliation Exceptions
Review net pay and deductions - GBL Review Payments by Cal Group
Summarize and print employee pay elements Generate Payslip Reprint Payslip Copy Regenerate Original Payslip Manage Payslip Processes Create/Print Payslips ARG Create/Print Payslips AUS Create/Print Payslips BRA Create/Print Payslips CHN Create/Print Payslips CHE Create/Print Payslips DEU Create/Print Payslips ESP Create/Print Payslips FRA Create/Print Payslips GBR Create/Print Payslips HKG Create/Print Payslips IND Create/Print Payslips ITA Create/Print Payslips JPN Create/Print Payslips SGP Create/Print Payslips MEX Create/Print Payslips NLD Create/Print Payslips NZL Create / Print Payslips MYS
View transactions not assign GL account Review GL Costing w/o account
Review online payslips View Online Payslip CHE Review Self Service Payslips
Create bank file Bank File Entry Create Bank File CHE Create Bank List CHE Create Bank File DEU Create Bank List DEU Create BACS File GBR Create Direct Deposit File USA
Earnings and Deductions
Publish payroll results for General Ledger Global Payroll Accounting Result EIP ( Batch Publish ): GP_POST_GL
Create accounting and reconciliation reports Create Accounting Voucher CHE Create Accounting Voucher DEU Create Reconciliation List CHE Create Reconciliation List DEU GL Costing Report ESP
Employee
View payslip View Payslips View Payslip GBR
95
PeopleSoft Enterprise Create Payroll Regulatory Reporting and Tax Information Using PeopleSoft Global Payroll
Calculate, Confirm and Distribute GBL Payroll Define SIJP and Income Tax Parameters ARG SIJP Parameters ARG Income Tax Parameters ARG Create detailed income tax retentions and deductions for annual withholding taxes report ARG Form 649 ARG Create earnings and withholdings delivered to SICOSS ARG SICOSS Report ARG Create information to be transferred to Integrated System of Retirement and Pension report ARG SIJP Report ARG Create Legal Book report ARG Legal Book ARG Create My Simplification Report ARG My Simplification ARG
Argentina
Type of Reports?
Australia
Type of Reports?
Create tax reports AUS Payroll Tax Report AUS Create TFN File AUS BAS Information Report AUS
Create regulatory reporting information for Australia QTR-ABS Avg Wkly Rpt/File AUS QTR-ABS Empl Srvy Rpt/File AUS
Calculate reportable Fringe Benefit Tax (FBT) collections and review Collect FBT Earns AUS Rvw/Update Payee FBT Earns AUS
Create payee's payment summary, review, create reports and electronic file to ATO Create Pmnt Summary Data AUS Review Pmnt Summary Data AUS Review/Update ETP Data AUS Payment Summary Exceptions AUS Payment Summary Reconcile AUS Payment Summary/ETP Certs AUS Create Pmnt Summ Elec File AUS
Brazil
Type of Reports?
Define parameters for Service Takers, identify payees, verify SEFIP parameters and create report Service Taker Data BRA Service Taker Transactions BRA SEFIP Parameters BRA SEFIP Report BRA
Create the report for GRFC GRFC Report BRA
Create GPS report GPS Report BRA
Create DARF, DIRF, and IREN reports DARF Report BRA Monthly DIRF Report BRA IREN Report BRA
Process terminations BRA Termination Contract Rpt BRA Unemployment Insurance Rpt BRA
Create assignments and perform PIS processing PIS Assignment BRA PIS Processing BRA
Perform year-end processing DIRF Report BRA RAIS Report BRA
China
Type of Reports?
Create Public Housing and Social Insurance Data Create Reporting Data CHN
Create Public Housing and Social Insurance Report PHF/SI Reports CHN
Create Individual Income Tax Withholding Report Tax Monthly Report CHN
France
Type of Reports?
Extract DUCS Data, adjust headcount, update and create files Create DUCS Data FRA Adjust DUCS Headcount FRA Update DUCS Data FRA Update TRC Data FRA Create DUCS/TRC/DRA File FRA Define Extraction Data FRA Run Extraction FRA Update Extraction Data FRA Create File FRA
Extract termination data, update and create reports Extract Termination Data FRA Update Termination Data FRA Termination Report FRA
Extract Unified DADS data, update and create reports Define Extraction Data FRA Run Extraction FRA Update Extraction Data FRA Create File FRA Input Payee Data FRA
Create certificates reports Extract Certificates Data FRA Certificates Report FRA Update ACC/MP Certifs FRA Update Ill/Mat Certifs FRA
Germany
Type of Reports?
Create regulatory reporting information for Germany Payroll Statistics Report DEU Payee Compensation Report DEU Industrial Statistics DEU
Create tax cards, statements and reports Germany Create New Tax Card DEU Tax Registration Report DEU Tax Auditor Access DEU Tax Statement Report DEU KVDR Change Process Trade Tax Report DEU
Define DEUEV facts and events, review and create reports Define Business Evnt DEUEV DEU Run Daily DEUEV DEU Run Monthly DEUEV DEU Change Currency DEUEV DEU Start System DEUEV DEU Terminate System DEUEV DEU DEUEV Reported Events DEU DEUEV Triggers DEU DEUEV Reportable Events DEU DEUEV Statistics DEU DEUEV Process Status DEU DEUEV Report Generation DEU Create DEUEV File DEU
Create social security/ insurance reports SI Contributions Report DEU Emplr Liability Summ Rpt DEU Emplr Liability Detail Rpt DEU Compulsory Health Ins Rpt DEU KUG Report DEU AZ Report DEU
Create pension DEU BVV Transfer Disk DEU
Great Britain
Type of Reports?
Create new or amended Pay and Pension numbers to be sent to EDS MT3 - Pay/Pension Numbers GBR
Create year end reports GBR P14 / P60 GBR P35 GBR P46 (Car) GBR End of Year Return GBR EOYR Pre Validation GBR Extract P11D Data GBR Report and EDI preparation GBR Amended P60 Report GBR
Create statutory reports for Great Britain P11 - Part 1 GBR P11 - Part 2 GBR P11 - Part 3 GBR P32 GBR
Process termination P45 GBR P45 Identification GBR P45 Identification Results GBR
Manage EDI GBR EDI Audit by Employee GBR EDI Audit by Submission GBR Process EDI GBR
Hong Kong
Type of Reports?
Country?
Capture data, update and create IR56 reports Create IR56 Data HKG Review/Update IR56 Data HKG IR56E Report HKG New - Terminated Rpt HKG MPF Remittance Statement HKG
Prepare reports of people leaving the country that are not citizens Specify Departure Details HKG IR56F Report HKG IR56G Report HKG IR56F Report HKG IR56G Report HKG
Create the employer's return of remuneration and pension reports Define IR56B/M Controls HKG Create IR56B Elec File HKG IR56B Report HKG IR56M Report HKG
Create Provident Fund Remittance Reports PF Remittance Statement IND India Type of Reports?
Tax reports India Profession Tax Report IND Allowance Taxable Amounts IND
Create enrollment and termination reports Enroll and Term Reports IND
Create employee state insurance remittance statements ESI Remittance Statement IND
Define reporting form attributes and create reports Define Form 3A Data IND Define Form 5 Data IND Define Form 6 Data IND Define Form 12BA Data IND Define Form 24 and 16 Data IND Create Year End Reports IND Define Form 24Q Data IND Print Form 24Q IND Print ESI Form 7 IND Print LWF Report
Create tax reports Italy F24 Control Report ITA Italy Type of Reports?
Create CUD reports CUD Report ITA CUD Data ITA Electronic CUD Report ITA
Create and review social insurance reports for Italy DM10 Report ITA GV93 Report ITA Contribution Report ITA 770 Report ITA INAIL Year-End Report ITA
Process terminations ITA TFR Reports ITA
Mexico
Type of Reports?
Create tax reports Mexico State Taxes by Loc Report MEX Federal Taxes Report MEX Form 37 Report MEX Form 37 Additional Data MEX Salary Credit Report MEX Fixed SDI Report MEX
Create a printed letter for terminated or laid off payees Create Term/Layoff Letters MEX
Create IMSS notice for employee transactions IMSS Report Notices MEX IMSS EDI Notices MEX IMSS Mag Notices MEX Review IMSS Notices MEX ANN - Risk Factor Report MEX
Create SUA files SUA - Transact File MEX SUA - Payee File MEX SUA - Disabilities File MEX SUA - Affiliation File MEX SUA - Loans File MEX
Create and review reports IMSS Base Over Cap Report MEX Variable SDI Report MEX Multiple Information MEX Inter-company Payee Detail MEX
Tax reports Mexico ANN - Tax Adj Report MEX ANN - Subsidy Factor Calc MEX ANN - Subsidy Factor Rpt MEX
Netherlands
Type of Reports?
Create tax reports NLD Pers. Information Report NLD Tax Reductions Report NLD Year-End Employee Report NLD Tax Summary Report NLD
Create reports for social security NLD SI Summary Report NLD SI Contribution Report NLD
New Zealand
Type of Reports?
Create IRD data, review and create reports NZL Create IRD Data NZL Review IR345/6/8 NZL Review EE IR348 Data NZL Review IRD Exceptions NZL Create IR348 File NZL Create IR348 Report NZL Print QES Report NZ
Singapore
Type of Reports?
Create reporting data, submit files and create reports CPF/FWL Late Interest SGP Create CPF Reporting Data SGP Create CPF-PAL Internet SGP Create CPFLine SGP CPF Mthly Contribution Rpt SGP CPF Mthly Contribute List SGP CPF Adjustment Report SGP
Create data non-citizen employee's termination, update and create reports Create IR21 Forms SGP IR21 Forms SGP Print IR21 Forms SGP
Create IRAS Tax Forms IRAS Tax Forms SGP IRAS Benefit Rates SGP Create IR8A/IR8S Forms SGP Calculate Appendix 8A SGP IR8A/IR8S Forms SGP Appendix 8A Forms SGP Appendix 8B Forms SGP Print IR8A/IR8S Forms SGP Print Appendix 8A Forms SGP Print Appendix 8B Forms SGP Create IR8A File SGP Create IR8S File SGP Create Appendix 8A File SGP Create Appendix 8B File SGP
Switzerland
Type of Reports?
Create regulatory reports Switzerland BESTA Employment Statistic CHE Salary Structure Analysis CHE EO Pay Card Report CHE FAK Contributions Report CHE FAK Contributions Year CHE
Create tax reports Switzerland Source Tax CHE Maintain LAW Data CHE Override Tax Stmt Data CHE Review Tax Stmt Data CHE Source Tax Year Report CHE Tax Statement Report CHE Non AHV/ALV Report CHE UV Year Report CHE AHV Year Report CHE Maintain LAW data 2006 CHE Override Tax Stmt 2006 CHE Source Tax Month Report CHE Tax Statement 2006
Create pension reports CHE Inbound Pension Data CHE Outbound Pension Data CHE Pension Interface Download CHE Pension Interface Upload CHE
Spain
Type of Reports?
Create tax reports ESP Create 111/110 Model File ESP Create 190 Model File ESP Tax Deductions Report ESP Create 296 Model File ESP Create 345 Model File ESP Create 216 Model File ESP
Create Social Security reports ESP Create FAN File ESP TC1 Report ESP Company Certificate Report ESP Create FDI File ESP Social Security Certificates ESP
Create Termination Reports ESP Create Termination Letters ESP Company Certificate Report ESP
Review tax and Social Security Data ESP IRPF Tax Data Review ESP IRNR Tax Data Review ESP Collective Report ESP Individual Report ESP IRPF Calculation Results ESP
Thailand
Type of Reports?
Generate allowances reports Allowances Declarations Form Parent Allowances Declaration Privilege Declaration Form 65
Generate Social Security reports and Data Media Files Form 1-10 Cover Form 1-10 Detail (SSO110.txt) Form 1-10/1 Form 1-031 (SSO1031.txt) Form 6-09 (SSO609.txt)
Generate Income Tax reports and Data Media Files Form 1-A Detail, Header (ITF1A.txt) Form 1-A Special Detail, Header Form 1 Detail, Header (ITF1.txt, ITF1 via Internet.txt) Form PIT91 (PIT91.txt) Form 91A Form PIT90 Form 50BIS/50BISCPY
United States
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 USA Quarterly 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 USA W-4 IRS Report USA W-5 EIC Payees Report USA Employee SSN Verification W-4 Print Self Service
Identify tax info and create tax reports USA Tax Form Definition USA Define Preprinted Forms USA Tax Form Print Parameters USA Year 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 USA Year End State Totals USA Year End Print USA Transmittal Totals USA Prepare W-2c Data USA Prepare W-2cPR Data USA
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
Create Regulatory Reporting and Tax Information for USA Maintain Tax Profile USA Maintain Tax Data USA
Malaysia
Type of Reports?
Create Regulatory Reporting and Tax Information for MYS Specify Benefits in Kind MYS Define CP38 Data MYS Maintain Tax Data MYS Tax Receipt Table MYS Create CP159 Data MYS View 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
Print forms MYS Print EPF Form A MYS Print EPF Summary MYS
Print SOSCO forms MYS Print SOCSO Form 2 MYS Print SOCSO Form 3 MYS Print SOCSO Form 8A MYS Print SOCSO Form 8B MYS Print SOCSO Summary MYS
Create CP forms MYS CP22 Forms MYS CP39 Forms MYS
Process terminations MYS Create CP21 Data MYS Create CP22A Data MYS Print CP21 Forms MYS Print CP22A Forms MYS View CP21 Details MYS View CP22A Details MYS
Japan
Type of Reports?
Create tax reports and maintain IH tax data JPN Pre-Load Inhabitant Tax JPN Load Inhabitant Tax JPN Inc Tax Withhold Reg Rpt JPN Mthly Inhabitant Tax Rpt JPN Municipality Audit Rpt JPN Tax Difference Carry Over JPN
Create withholding tax reports JPN Load YEA Report Data JPN Rvw/Update YEA Report Data JPN Withholding Tax Report JPN
Create remuneration and pension reports, obtain approvals and update Load SI Monthly Remun JPN Review SI Mthly Remun JPN SI Mthly Rev Remun Rpt JPN ANN-SI Mthly Reg Remun Rpt JPN ANN-SI Mthly Sum Remun Rpt JPN ANN - Basic EI Premium Rpt JPN ANN - EI Exempt Report JPN Update SI Monthly Remun 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
Create year end tax and withholding reports JPN Maintain Year-End Adj Data JPN EI Newly Enroll Empl Rpt JPN Rvw/Update YEA Report Data JPN Withholding Tax Report JPN Wage Payment Rpt JPN Wage Payment Summary Rpt JPN Legal Payment Summary Rpt JPN Report YEA Dependent Ded JPN Report YEA Ins and Spous JPN
Process terminations JPN Create Ret Allow WT RPT JPN Load Unemployment Cert JPN Load YEA Report Data JPN Print Unemployment Cert JPN Update Unemployment Cert JPN
Maintain wage certificates Load Wage Cert at 60 JPN Update Wage Cert at 60 JPN Print Wage Certificate JPN
Review and approve YEA Self Service data enter by the employees Load YEA Self Service data JPN Rvw/Appr Self Service Data JPN Payee Birthdate JPN Payee Address JPN Payee Phones JPN Payee Tax JPN Payee Dep Tax JPN Payee Life Ins JPN Payee NonLife Ins JPN Payee Spouse Info JPN Payee House Info JPN
Set up year end adjustment YEA Self Service Setup JPN
Employee
Review and update information used for tax reporting Year End Adjustment Info JPN Dependent Tax - JPN Employee Tax - JPN House deduction - JPN Spouse Deduction - JPN Nonlife Insurance - JPN Life Insurance - JPN
96
PeopleSoft Enterprise Measure Deployment Effectiveness
Manage Absences
Plan Deployment
Enterprise Help Desk Agent
Provide Help Desk Support
Travel and Expense Manager
Manage Expenses
Manage Payroll
Understand the Business Process
Determine the Analytics Required to Support Processes
Map Data Elements Required to Create Analytics
Perform ActivityBased Analytics
Data Administrator
Post Information to Performance Ledger Create KPIs and Measure Performance Build Business Intelligence Repositories
Analyze Deployment Performance
97
PeopleSoft Enterprise Build Business Intelligence Repositories
Setup a financial data mart Time Dimension Fact Variables
Setup a profitability data mart Time Dimension Account Tree Account Nodes Setup shared data DataMart Definition Dimension Element Fact Hierarchy Metric Permissions Metric Metadata Report Metadata Review Data Mart Review Elements Review Hierarchy
Load operational data store using ETL maps and Informatica PowerMart ETL tool
Type of data mart?
Setup a customer relations (CRM) datamart Map Campaign Metrics Time Dimension CRM Fact Source Value Ranges Territory Tree Data
Build the data marts Activate Build Components Build Data Mart
Setup a supply chain data mart Time Dimension
Setup a workforce data mart Data Mart Variables Workforce Group Workforce Group Set Time Dimension
Create KPIs and Measure Performance
Data Administrator
Perform ActivityBased Analysis
Post Information to Performance Ledger
Application Administrator
Analyze Development Performance
98
PeopleSoft Enterprise Create KPIs and Measure Performance
Employee
Review results My Profile Scorecard at a Glance Switch Scorecards KPIs by Perspective Strategy KPI List KPI Exceptions Search Portfolio Search Detail by ST Search Summary by ST
Review personal KPI information My KPIs My Manual KPIs Manual KPI Search KPI Query
View information about scorecard components and KPIs My Favorites
View assessment results, and a bar chart of KPI performance KPI List Chart
View performance results by category Perspective Assessment
Calculate and assess KPIs Calculate and Assess KPIs Review Error Messages KPI Operands Datamap KPI Expressions
Assess scorecards and create notifications Run Jobstream Run Multiple Jobstreams Assess Scorecards Apply Manual Assessments Send Notifications Review Error Messages
Review and finalize scorecard Set Targets KPI Compare Assign Calendar to Scenario Create KPI reports KPI by Strategic Initiative KPI and Calc by Model KPI, Target Rules by Model KPI by Perspective KPI Detail KPI Target Rule Values KPI Data Element Values
Data Administrator
Create scorecard Define Scorecard Details Identify Assessment Groups Associate Related KPIs Set Targets Assign Calendar to Scenario
Build Business Intelligence Repositories
No Special projects or actions? Yes
Create portfolios to compare scorecards to others, if needed Setup Portfolios
Create scorecard reports Scorecards by Strategy Tree Scorecards by KPI Scorecards by Assessment Group Strat Trees w/ Non-Term KPI Scorecard Assessment Strat Component by Strat Init Strat Component by Perspective Strat Component by KPI Strategy Tree w/ Dup KPI
99
PeopleSoft Enterprise Map Data Elements Required to Create Analytics
Select Dimensions Common to all Warehouses

Search for Existing Object Search for existing metadata Metadata Search Budget Period Channel Company Customer Customer Address Customer Group Customer Segments Department Department Node Geography Location Operating Unit Product Product Category Product Component Product Group Product Node Product Price
Create or Update Metadata
Select Dimensions for Customer Relationship (CRM) Warehouse

CRM Common Territory Industry Channel Partners
Decide which action is needed
Add New Object
Add new metadata object Record Metadata Record Summary Tree Metadata Setup Tree Compare Process Tree Compare Review Tree Compare Review Super Tree Update Super Tree Report Metadata User Functions Value objects Metric Metadata Job Total Metadata Balance Rules Metadata Delete existing metadata Impact Analysis Delete Metadata
Create rule tables or other mapping Rule Metadata Table Map Data Map
Define how to use the data, such as, restrict info, scale info, or mathematical calculations for virtual columns Filter Constraint DataSet Expression
Assess Impact of changes Impact Analysis
Select Dimensions for Supply Chain (SCM) Warehouse

SCM Common Reason Code Region Code Business Unit Type Support Team Member Sales Person Sales Order SCM Cost Cost Element Cost Overhead Rate Code Cost Version SCM Production Engineering Change Order Engineering Change Order Apprv Production Operation Times Production Areas Work Center SCM Inventory Items Item Type Item Category Codes Item Master Header Family Group Stock Type Package Code Warehouse
Delete Metadata
Validate and compile other metadata changes, if needed Mass Validate Compile Metadata Changes Processing Messages
CRM Marketing Leads Marketing List Marketing Campaign Marketing Campaign Wave Channel Activity Channel Instance Channel Medium Offer Discount
CRM Sales Sales User Quota Metrics Records Opportunity Contacts Sales Model Sales Team Sales Model Stage Opportunity Header Sales Forecast Competition Information
CRM Service/Support Call Center Case Case Lead Case Type Case Source Case Status Installed Product Entitlements Definition Entitlement Plan Header Group Member Cost Categories Provider Group Cost Categories Provider Group Service Level Solution Solution/Product Link Timeframe Period Agreement Header Agreement Line Agreement Line Entitlements
Yes
Add or update info about the engine MetaData Engine
Create Jobstream Information
Decide if need to update engine info
No
Create engine instance, identify jobstream processes, and run sequence Job Meta Data Processes in Jobstream Run Jobstream Run Multiple Jobstream
Identify temporary table instances and build a project (Application Designer) PeopleTools Options
Decide if record suites exist
Yes
Identify records suites for a jobstream Jobstream Record Suite
Track progress, if needed Record Suites Records in Jobstream Temporary Table
Define Allocations
Financial
No
Create record suites Record Suite
Review cumulative processing, if needed Record Suite History Jobstream History Temporary Table History
Decide type of allocation
Identify organization specific dimensions, sources, rules, and job associations Create Fixed Basis Dimensions Sources Rules Rule Set Job Association
SCM AP Invoice Vendor Vendor Govt Cert Transaction Party Matching Rules Match Exception Voucher AP Disbursements
SCM Purchasing Requisition Buyer Purchasing Item Attributes Purch Item Business Unit Item Vendor Location Purchase Order Origin Purchase Order Return Materials Authorization Vendor Return
SCM Shipping & Receiving Ship Shipping Location Carrier Distribution Network Code Distribution Network Header Receiver Header
Select Dimensions for Human Capital (HCM) Warehouse

Define multi-dimensional processing Create Assignment Rules Define Rule Set Rename Data Rules Associate Ruleset to Job HRMS Common Unit Code Industry Code Setup Geography ID Map Geography ID Map Report Financial Code Account Codes Budget Period Bus Unit Action Type Establishment Codes Action Reason Map Standard Letter Code Duration Group Definition Termination Reason Map Report HRMS Competencies Competencies Accomplishments Competency Types Competency Cluster Role Role Competency Role Accomplishment Competency of Competency Types Competency of Comptncy Cluster Cluster Compnt Accomplishment Competency Rating Description Person Competency Evaluation School School Education School Type HRMS Training Courses Course Goal-Competency Course Instructors Course Session Course Session Cost Employees General Demand General Demand by Department Training History Training Program Job Codes Training Session Vendor Address Vendor Policy Detail HRMS Compensation Compensation Code Compensation Deduction Map Compensation Earnings Map Compensation GP Pin Map Deduction Frequency Department Budget Ded Dist Department Budget Earn Dist Employee Variable Comp Rate Code Group Code Variable Comp Plan HRMS Employee & Job Personal Data Personal Names National ID Type Personal Data National ID Prior Work Experience Employment Position Job Code Job Code Set Job Tasks Job Code Task Definition Job Code Comp Rate Job Earnings Distribution Disability Health and Safety Data Works Council
Load Data into the Enterprise Warehouse

Define data loader Set Defaults Define Data Loader Define Group Load data into the Enterprise Warehouse Run Data Loader Review Error Summary
Data
Load the Operational Data Store

Create currency conversion rules Identify Rules Create Set of Rules Associate Rules to Job Review Conversion Messages Define and create ETL mappings Setup Code Value Setup Load Date/Time Setup Job Options Setup ETL Defaults Create ETL Load Mappings Load operational data store using ETL maps and Informatica PowerMart ETL tool Load ETL Session or Batch Review Job History Review Job Summary Review Error Summary Review ETL Descriptions
Determine Analytics Required to Support Processes
Setup shared processing?
Define framework?
Type of warehouse?
Integrate with Business Analytic Modeler (BAM)

Define Models and Templates Define BAM templates Define Template Define BAM models Define Models
Create Rollup Accounting Information
Business Units/ Scenarios
Create aggregate information based on business unit tress or scenario trees Business Unit Scenario Performance Ledger
Decide type of information
Create aggregated Performance Ledger information based on calendars Calendar
Create/Update Model
Create/ Update Models
HRMS Absence/Vacation Absence Class Absence Code Absence Type Employee Time Profile Vacation Bonus Entitlement Vacation Plan Vacation Request Vacation Service Rate Values
HRMS Applicants Applicant Information Applicant Accomplishment Applicant Competencies Applicant Disability Applicants Email
HRMS Benefits Coverage Code Dependent Data Leave Benefit Enrollments Stock Plan Benefits Valuation Map Benefits Valuation Map Report
HRMS Salary Review Factor Review Scale Review Rating Rate Code Grade Matrix Percent Increase Matrix
General Ledger
Create aggregated General Ledger information based on calendars General Ledger
Review Checked Out Models
Review information about models that have been checked out Checkout Information
Update user information and recalculate models Utilities
Select dimensions for Financials warehouse Select dimensions for E AS warehouse Select other dimensions
Create business framework Setup Account Types Define Accounts Account Nodes Define Scenarios Define Models Technical Scenarios Setup Ledger Event Codes
Data Administrator
Critical Data
Review and correct critical errors TableSet ID Record Group TableSet Control (PTools) Performance Measurement General Ledger PF Unit Scenario Definition GL Unit Ledger Definition Ledger Mapping Defaults Source Unit Mapper
Common Inventory COGS Ledger ADB Ledger PF Ledger Revenue Time Labor Build Incremental Cube Review and correct CRM fact data Review and correct common dimension data Budget Period Channel Company Customer Customer Address Department Geography Operating Unit Product Product Category Product Component Product Group Product Price GL Account
Create KPIs and Measure Performance Move corrected data from the error tables t o the target tables Run Data Loader Review Error Summary
Retrieve workforce analytic data?
Review and correct?
CRM Sales Opportunity Header Opportunity Close Opportunity Sales Rep Opportunity Quote
Retrieve Workforce Data from Internal Sources

Map personnel actions for setting up the table Action Type Action Reason Map Termination Reason Map Report
CRM Marketing SFA Leads Lead Tasks Lead Products Opportunity Products Forecast Detail Campaign Metrics
CRM Support/Service Call Center Case Call Center Case Detail Case Association Case Audit Resolution Agreement Line Scheduled Tasks Time Log Lines
Review and correct SCM fact data SCM Purchasing RMA Receipt Line PO Distribution PO Line PO Ship Requisition Distribution Requisition Line RMA Line Requisition Ln Delivery Schd RTV Distribution RTV Line Fact Data Summarize error statistics Summarize Error Statistics Review and correct HCM data HRMS Recruitment Job Req Codes Applicant-Pos Appl Staffing Recruitment Expense Recruitment Offer Review Workforce Survey setup Job Code Set Map Job Code Map Compensation Code Map Geography ID Map Industry Code Map Financial Code Map Unit Code Map Survey Providers Create Workforce Survey setup reports Compensation Survey Data Benchmark Survey Data Unit Code Map Compensation Code Map Geography ID Map Industry Code Map Job Code Map Financial Code Map Employee Survey Data Operator Defaults HRMS Other Absence History Benefit History Employee Job History Employee Review Job Major Fact Stock Grant Vacation Accrual HRMS Competencies Accomplishment WA Accomplishments Competency Competency Facts Competency History Reviewer Competency SCM Cost Prod Cost by Item CM Product Cost Assembly Scrap Costs SCM Inventory Inventory Cycles Inventory Lot Control Inventory Receiving Cost Inventory Trans Item Volume Physical Inventory
Create Workforce Analytics tree structures Account Tree Compensation Tree Competency Tree Financials Related Department Tree FINCODE Tree Organization Tree Geography Tree Industry Tree Job Code Tree Position Tree Unit Code Tree
Map locations to Geography ID codes Geography ID Map Geography ID Map Report
Map compensation codes and plan values Compensation Deduction Map Compensation Earnings Map Compensation GP PIN Map Benefits Valuation Map Benefit Valuation Map (RPT)
SCM AP AP Accounting Entry Voucher Line Voucher Schedule Payment
SCM Billing Billing
SCM Production Actual Prod Hrs BOM Item SF Order Line Prod Oper List Order Schedule PL/Prd Intgrt Header Production Variances
SCM Shipping & Receiving Items Qty Receiver Distribution Receiver Line Routing Ops Receive Ship Ship Detail Shipment Fact
Review and correct SCM dimension data
SCM Common Reason Code Region Code Business Unit Type Support Team Member Sales Person Order Project
SCM Purchasing Requisition Buyer Purchasing Item Attributes Purchasing Item Business Unit Item Vendor Location Purchase Order Origin Purchase Order Return Materials Authorization Vendor Return SCM Cost Cost Element Cost Overhead Rate Code Cost Version
SCM Inventory Inventory Items Inventory Item Type Inventory Item Category Code Item Master Header Inventory Family Inventory Group Inventory Stock Inventory Package SCM Shipping/Receiving Ship Shipping Location Carrier Distribution Network Code Distribution Network Header Receiver Header
SCM Production Engineering Change Order Eng Change Order Approval Production Operation Times Production Area Work Center
SCM AP Invoice Vendor Vendor Govt Cert Matching Rules Match Exception Voucher AP Disbursements
Retrieve Workforce Survey Data from Third Party Providers

Review and edit warehouse data mapping definitions Survey Author Compensation Code Map Financial Code Map Geography ID Map Survey Job Code Survey Instance Unit Code Map Import external survey data with the setup ETL batch Load ETL Session or Batch Review Job History Review Job Summary Review Error Summary Review ETL Descriptions Complete Workforce Survey data mapping definitions Industry Code Map Job Code Map Workforce Trees Survey Compensation Code Survey Financial Code Survey Geography ID Survey Industry Code Survey Unit Code
Earnings Balance Earnings Balance CAN Review and correct CRM dimension data CRM Common Channel Partners Industry Territory CRM Sales Sales User Quota Metrics Records Opportunity Contacts Sales Model Sales Team Sales Model Stage Opportunity Header Sales Forecast Competition Information CRM Marketing Leads Marketing List Marketing Campaign Marketing Campaign Wave Channel Activity Channel Instance Channel Medium Offer Discount CRM Service/Support Call Center Case Case Lead Error Case Type Case Source Case Status Installed Product Product Category Error Entitlements Definition Entitlement Plan Header Group Member Cost Error CRM Service/Support Provider Group Cost Categories Provider Group Service Level Solution Product Error Solution/Product Link Timeframe Period Agreement Header Agreement Line Agreement Line Entitlement
Review and correct Financial fact data Expense Accounting Line Accounting Line AP Accounting Line AR Ledger Data Ledger Table Budget Ledgr Data Project Based Ledger Customer History Position Impacts Treasury Deal Det
Review and correct Financial Services fact data Balances Instr. Calc Stat Demographic Instrument Event Instrument Balance Index Rate Income Instrument Volume Instrument. Ledger Instrument Option Instrument Other Participant Interest Rate Instrument Status Instrument Swap Payment History Treasury Position
Review and correct HCM dimension data HRMS Common Budget Period Bus Unit Establishment Codes Account Codes HRMS Absence/Vacation Absence Code Absence Type Employee Time Profile Vacation Bonus Entitlement Vacation Plan Vacation Request Vacation Service Rt Values HRMS Benefits Dependent Data Leave Benefit Enrollments Stock Plans HRMS Employee & Job Personal Data Personal Data Details Personal Names National ID Types Personal National IDs Prior Work Experiences Employment Positions Job Codes Job Tasks Job Code Task Definition Job Code Comp Rate Job Earnings Distribution Disability Injury Illness Works Council Entitlements Definition HRMS Competencies Competencies Competency Types Competency Hierarchies Competency Cluster Tables Competency of Comp Clusters Accomplishments Accomplishment Clusters Role Competencies Role Accomplishments Competency of Roles Competency Rating Descriptions Person Comp Evaluations Course Goal-Competencies School Types School Codes School Educations HRMS Compensation Deduction Frequency Dept Budget Ded Dist Dept Budget Earn Dist Employee Variable Comp Detail Rate Code Group Code Variable Comp Plan HRMS Training Courses Course Expenses Course Instructors Course Sessions History Training Session General Demand by Dept Training Program Job Codes Vendor Address Vendor Policy Detail HRMS Salary Review Factors Salary Step Salary Grades Salary Rate Code Salary Plan Salary Matrix Percent Salary Increase Matrix HRMS Workforce Analysis Absence Class Employees General Demand Role Role Accomplishments Role Competencies Role Tasks Role Task Definition Role TaskAccomplishments Role Task-Competencies
HRMS Applicant Applicant Applicant Accomplishment Applicant Competencies Applicant Disability Applicants Email
Dimension Data
Type of dimension data
100
PeopleSoft Enterprise Perform Activity Based Analytics
EIP (BUS_UNIT_PF_FULLSYNC): Send full version business unit information
EIP (BUS_UNIT_PF_SYNC): Send new or changed business unit information
Review existing model and determine if able to use for current analysis Review ABM Model
Update existing or create new model?
No
Validate data integrity of the model Validate Model Integrity
Request analysis of the activity-based model Create ABM Cube Run Jobstream
Review results of analysis Object Navigator Trend Analysis Variance Analysis Contribution Cost Cube Results Review Driver Rates Review Driver Quantities Review Transactions Review Fragmentation
Employee Resource
Review and/or adjust employee resource information Update Employee Details Adjust Employee Resource Data Adjust Jobcode to Hire Adjust Object Volume Data
Take appropriate action
Based on results of analysis, determine if wish to establish new end-result targets
Create reports for cost objects, calculations, and/or variances Object Rate Transaction Cost Capacity Rate Variance GL Drillback Object Assignment Object Contribution Cost Object Listing Object Cost
Identify planning and simulation criteria Define Budget Constraints Identify Spending Patterns Setup Activities in Jobcode Cost Object Volume Activity Volume
Create the planning and simulation data Run Jobstream
Review and/or audit? Ledger Resource
Review and/or adjust ledger resource information Adjust Ledger Resource Data Adjust Ledger to Budget
ABM Driver Rate Variance
ABM Object Rates
Yes ABM Object Variance Rates
Data Administrator
Copy existing?
Yes
Copy an existing ABM model Copy Existing Model
No
Create or update model Define Model Identify Driver Qty Options Bill of Services Bill of Services Activities Define Model Creation Create ABM Models Create Ledger Maps
Review objects All Objects Resources Cost Object Target Drivers Activities Cost Objects Object Details
Create or update resources Define Resources Describe Work Group Create Work/Dept Profile Define Capital Charges Create Employee Profile Create Employee Resources Create or update? Create or update activities Describe Common Activities Describe ABM Activities Copy Common Activities Activity Volume
Create ABM object table Request ABM Processing
Map ledger expense data to resources Create Ledger Mapping Rule Map Ledger Expense to Resource
Yes
No
Assign costs from resources to activities?
Use consistent values to assign costs?
No Yes
EIP (FINANCIAL_ACTIVITY_FULLSYNC): Send activity definition to Time and Labor
Yes
Assign costs from activities to cost objects?
Create drivers to assign dollar amounts from one object to another Define Driver Attributes Define Driver Copy Drivers Define Driver Quantities Define IBU Driver Charctrstcs Copy IBU Driver Copy Drivers Model to Model
Drivers
Review drivers Driver Listing Resource Target Drivers Resource Listing Activity Listing Activity Target Drivers Cost Object Listing Cost Object Target Drivers
Review model to balance? Review objects All Objects Resources Cost Object Target Drivers Activities Cost Objects Object Details
EIP (FINANCIAL_ACTIVITY_SYNC): Send added or changed activity information to Time and Labor
Yes Delete drivers? No No
Delete Drivers Delete IBU Drivers Delete Drivers
Objects No
Create reports to audit setup Driver Characteristics Driver Pointer Driver Quantity Driver Rate Driver Rate Source Inter Bus Unit Assignment Create Drillback Data Define Drillback Levels Activities by Department Resource Listing Activities by Employee Activities by Workgroup Activity Listing Activity Fragmentation Employees by Department Employees by Workgroup Review Employee Survey
Add pointers?
Create or update cost objects Define Cost Objects Cost Object Volume
Yes
Create pointers to locate drivers Review Pointer Quantities Review Transactions Define Pointer Define Implicit Pointer Define Transaction Pointer
101
PeopleSoft Enterprise Post Information to the Performance Ledger
Create and/or update models
Map data received from the General Ledger Map Ledger Data Create Error Log Report
Ledger Mapper
Create or update metadata
Posting Method?
Yes Create engine instance, identify job stream processes , and run sequence No Assign rules, define basis and target of the assignment Value Objects Review assignment processing results Data Manger Rules Yes Create assignment rule groups Data Manager Rule Set Create or update jobstreams? No Associate ruleset to a job Data Manager Job Association Update scenario for ledger mapped method? Yes Create aggregate info based on business unit trees or scenario trees
All Other
Create or update metadata?
No
Data Administrator
Move data into the performance journal table Data Manager Processing Messages
Set tolerances?
No
Create AB AM object table
Edit journal entries Edit Journals Edit Journals (ADB)
Review and /or correct errors Correct Errors Correct Journal Errors (ADB)
Reedit corrected data ?
No
Post data to Performance Ledger Post Ledger Post Ledger (ADB)
Yes Posted in error? No
Unpost data to ledger Unpost Ledger Unpost Ledger (ADB)
Yes Review? No
Review performance ledger information Review Ledger Details
Yes
Identify tolerances for editing Job Total Metadata Balance Rules Metadata
Yes Identify tolerances for editing Job Total Metadata Balance Rules Metadata Re-edit journal entries Re-Edit Journals Re-Edit Journals (ADB)
Yes
Reconcile balances over time?
Yes
Set tolerances?
No
Reconcile balances Reconcile Balances
Clean up journals Request Journal Clean up Request Journal Clean up (ADB)
102
PeopleSoft Enterprise Development
Human Resources VP
Analyze Workforce Development
Plan Organizational Development Needs
Line Manager
Learning Administrator
Manage Learning Programs
Deliver Learning
Instructor
103
PeopleSoft Enterprise Plan Organizational Development Needs
Define Development Goals and Measurements
Plan Performance Documentation
Measure Development Effectiveness
Plan Successions
Line Manager
104
PeopleSoft Enterprise Define Development Goals and Measurements

Define strategic goals and measurements Review and finalize scorecard Set Targets KPI Compare Assign Calendar to Scenario
Create portfolios to compare scorecards Setup Portfolios Need to Create Goals Identify strategy components Create Strategy Components Identify KPI Components Define Cause and Effect No Conduct special projects? Yes Identify strategic initiatives Determine Strategic Initiatives Initiative Definition View

Create the scorecard Define Scorecard Details Identify Assessment Groups Associate Related KPIs Set Targets Assign Calendar to Scenario
Calculate, assess and publish KPIs Calculate and Assess KPIs Review Error Messages KPI Operands Datamap KPI Expressions
Employee
Line Manager
Plan Performance Documentation Measure Development Effectiveness
Plan Successions
105
PeopleSoft Enterprise Plan Performance Documentation
Define Performance Evaluations
Decide if need to create rating model
No
Capture organization's mission statement Mission Statement
Capture organization's initiatives Initiatives
Capture organizational goals & objectives Goals/Objectives
Define specific individual responsibilities Responsibilities
Using competencies?
No
Decide if need to?
Create New Profile
Define a job in terms of competencies and/ or responsibilities Job Profile Define alternative wording to be used during review composition Language Checker Suggestions
Yes Note: Rating model setup is required if using competency evaluations Identify skills, abilities, knowledge or behaviors Competencies Define optional subcompetencies Sub-Competencies Clone Existing Profile Clone an existing Job Profile Clone Job Profile
Language Checking
Identify inappropriate words/language for reviews Language Checker Words
Yes
Define rating models to be used as a rating scale for competencies or other items that utilize ratings Rating Model
Decide if need?
Performance Content
Review or revise the text used to describe employee performance Results Writer
Performance Documents
Define type of performance document Document Types Need to clone existing template?
No
Create or update one or more review templates Template Definition Define Empl Review Template
Select responsibilities, goals/objectives, and competencies Template Definition
Link individual criteria to enterprise goals, initiatives and objectives Template Definition
Identify what actions each participant role can perform on each section of the review Template Definition
Development Content
Create content for authoring performance plans to help an employee develop or exploit current skill levels for a competency Development Tips
Link Development Tips to competencies and/or sub-competencies Link Development Tips
Define section attributes Section Definition Decide if need to?
Need to define?
Yes Performance Documents Japan Define performance review type and period Define Review JPN
Clone an existing template for a review type or plan Clone Template Definition Clone Employee Review Template
Setup desired rating distributions to be used for reporting Desired Rating Distribution
Create Development Plans
Identify development plan competencies and accomplishments Competency Accomplishment
Identify development plans courses Training Course
Identify development plan compliance activities Activity
Assemble development plans Development Plan
Define the Define Professional compliance types Compliance required Requirements Compliance Type
Define workflow notifications using email Compliance Type
Define regulatory authorities and classification level Regulatory Authority
Define regulatory authority notifications related to an RI add or change Regulatory Authority
Specify compliance types and regulatory authorities by company Company Compliance
Add employee and nonDescribe employee data to compliance compliance process No program steps? Enroll Regulated Individual-RI
Identify compliance managers and their direct RI reports Assign Manager/Supervisor/RI
Define customer complaints used against a regulated individual Complaint Type
Define the products and product types used for compliance monitoring Product Type
Define checks types an RI needs to pass Check Type
Set up a default compliance type for each regulated individual hired Jobcode Compliance
Decide if need to?
Plan RI Observations
Define the individual activities to observe Elements
Create predefined observation models Models
Change compliance security structure Reassign RI
Plan Training
Course for Professional Compliance Defined
Yes
Describe compliance plan business process steps Company Compliance Company Compliance Plan (rpt)
Line Manager
Determine Individual Development
106
PeopleSoft Enterprise Define Organization Competencies and Accomplishments
Competency and Qualification Details
Create rating scale models Rating Model
Define competency types Competency Types
Define profiles for jobs, positions, and other business entities Non-Person Profiles
Review and modify the different competency categories or types Competency Summary
Define specific educational qualifications Schools School Types Degree Subject FPS Majors Faculty Table JPN
Define?
National Vocational Qualifications GBR
Define National Vocational Qualifications (NVQ)s Award Body NVQ Award Bodies
NVQ Reports NVQ Listing Unit Listing Unit/Element Plan Performance Documentation Assess Workforce Competencies
107
PeopleSoft Enterprise Assess Workforce Competencies
Person to Role
Compare an individuals to roles and identify gaps Person to Role
Plan Successions
Create profiles for employees, contingent workers, and persons of interest Person Profiles
Identify individual's scheduled training Training
Review competency and NVQ summaries Competency Inventory License/Certificate Renewal Person Profile Report NVQs by Employee NVQs by Qualification Employee Status Employee Plan
Create employee teams?
No
Need proficiency analysis?
Role to Person
Compare roles to individuals and identify gaps Role to Person
Analyze results of gap and match analysis
Review and approve profiles Approve Profiles
Search for profiles that meet criteria Search and Compare Profiles Compare Profiles
Yes Team to Job Create employee teams Create Teams Compare team members to job tasks Compare Team to Job Task
Review summary of professional training courses Training Summary
108
PeopleSoft Enterprise Create Competency Strategy
Create Compensation Strategy Assess Workforce Competencies
Yes
Review workforce groups Review Workforce Group
Review workforce groups? Review workforce competency and accomplishment inventory Review Competency Inventory Search Competency Search Accomplishment Review Accomplishment Worker Competencies Worker Accomplishments
Define competency strategy Setup Competency Strategy
Define competency model Setup Competency Model
Create competency strategy Run Competency Strategy
Allocate monetary value to roles and competencies Review Value Allocation
Define competency match criteria Setup Competency Model Run Competency Strategy
Compare current competency inventory to strategy Run Competency Strategy
Review match results and assess current workforce competencies Review Match Results
Shortage in Current Competency Requirements
No
Create Compensatio n Plans
109
PeopleSoft Enterprise Plan Successions
Create/Update Career Paths Build an organizational chart containing a succession tree Tree Manager Identify and capture information about key positions Key Positions Identify Key Positions
Specify position prerequisites for career progression Career Path Table
Identify Key Positions and Incumbents
Maintain position profiles Position Profile
Decide if need to? Identify incumbent information Key Positions Identify Key Positions Need to Update Career Plans and Development Goals or High Potential Employees Career Assignment Summary
Identify Incumbents Define Development Goals and Measurements
Development
Review current job status and job history Career Assignments Career Assignments
Decide if need to?
Compensation
Review employee's compensation history Compensation Compensation Review employee's training history Training Training
Identify Individual to Fill Vacant Key Position
Profile Information
Identify competencies, education, honors and awards, licenses/ certifications, memberships, languages, and test results Person Profiles Person Profiles
Career Summaries
Decide if need to review
Training
Yes Search for employees, candidates, applicants or contractors eligible to fill key position Search and Compare Profiles Search and Compare Profiles
Need to review?
Competency Analysis
Decide if ready to finalize plan
Review/ update?
Prior Experience
Identify employee's previous employers and job titles Prior Work Experience Prior Work Experience
Need further review? Career Plan Plan Development and Update Career Plan Plan Development and Update Career Plan
NVQs - GBR
Review NVQs - GBR NVQs by Employee NVQs by Qualification
NVQ Reports - GBR Employee Status
No
Identify plan dates and select succession candidates Create Succession Plan Create Succession Plan
Review career path information and indicate candidate readiness Create Succession Plan Create Succession Plan
View candidates slated to replace successors and identify obstacles Create Succession Plan Create Succession Plan
Create Succession Reports Internal Resume Person Profile Report
Line Manager
110
PeopleSoft Enterprise Determine Individual Development Goals
Human Resources VP
Monitor Employee Scorecards and KPIs
Line Manager
Track Skills, Competencies and Accomplishments Plan Development and Update Career Plans
Evaluate Performance
Deliver Learning
Instructor
111
PeopleSoft Enterprise Monitor Employee Scorecards and KPIs
Review KPI results KPIs by Perspective KPI List KPI Exceptions
Perform Job
Employee
Identify the scorecard to view when accessing "View Scorecard" My Profile
View performance results by category Perspective Assessment Review? View information about scorecard components and KPIs My Favorites
Review?
Review strategy results Strategy Search Detail by ST Search Summary by ST
Review scorecard results Search Portfolio Scorecard at a Glance Switch Scorecards
Create KPI reports KPI by Strategic Initiative KPI and Calc by Model KPI, Target Rules by Model KPI by Perspective KPI Detail KPI Target Rule Values KPI Data Element Values
Data Administrator
Line Manager
112
PeopleSoft Enterprise Track Skills, Competencies and Accomplishments
Deliver Learning
Instructor
Employee
Provide input on personal and professional goals
Perform job
Provide input on current skills, competencies, and accomplishments My Profile Professional Training
Competency Information
Review or update employee competencies and accomplishments and profile details Person Profile Prior Work Experience
Approve employee competency and profile updates Approve Profiles
Line Manager
Discuss goals and objectives with employee
Review?
Career Information
Review employee career summaries Career Assignments Employment Compensation Training Immediate Family
Review RI Development Summaries
Review evaluation and development summaries for a regulated individual View RI Development Record View RI Development Review View RI Observation View RI KPI Review
Review NVQs GBR
Review NVQ s NVQs by Employee NVQs by Qualification
Review employee progress through NVQs Person Profile Employee Status
113
PeopleSoft Enterprise Evaluate Performance
Performance or Development Documents?
Performance
Create performance document for self Create Documents
Update and review performance documents for the current period Current Documents
Review completed performance documents Historical Documents
Maintain personal notes about your performance Performance Notes
Receive request to provide evaluation for others
Accept or Decline?
Accept
Accept or decline requests to provide performance or development evaluation for others Pending Evaluation Requests Pending Evaluation Requests
Performance or Development Evaluations?
Development
Update or review development evaluations for others Current Evaluations
Review completed development evaluations for others Historical Evaluations
Employee
Development Create development document for self Create Documents Update and review development documents for the current period Current Documents Review completed development documents Historical Documents
Decline Evaluation Not Provided Provide documents to manager
Performance Update and review performance evaluations for others Current Evaluations Review completed performance evaluations for others Historical Evaluations
Provide evaluations
Monitor Employee Scorecards and KPIs
Performance or Development Documents?
Performance
Create for group of employees?
No
Create performance documents for direct reports Create Documents
Review or update employee performance documents for current period Current Documents
Review completed performance documents Historical Documents
Review performance documents for direct and indirect reports View-Only Documents
Administer performance documents Transfer Document Reset Document Status Cancel Document Delete Document
Provide preliminary performance ratings for performance documents Enter Preliminary Ratings
Identify notes about an employees performance Maintain Performance Notes
Receive feedback from other sources
Approve or deny performance documents Approve Documents
Review the approval status of performance documents View Approval Status
Yes Create performance documents for a group of employees Create Documents by Group Receive request for input on performance evaluation
Line Manager
Track Skills, Competencies and Accomplishments
Development
Create for group of employees?
No
Create development documents for direct reports Create Documents
Review or update employee development documents for current period Current Documents
Review completed development documents Historical Documents
Review development documents for direct and indirect reports View-Only Documents
Administer development documents Transfer Document Reset Document Status Cancel Document Delete Document
Plan Development and Update Career Plans
Yes Create development documents for a group of employees Create Documents by Group
Receive performance or developmental documents Create performance documents for groups of employees Create Documents Manage performance documents Transfer Document Reset Document Status Cancel Document Delete Document
Approve or deny documents submitted Approve Documents
Review evaluation data Create Summary Data View Rating Summary View Status Summary Missing Documents Report Late Documents Report
Performance
Human Resource Administrator
Review performance documents View Documents
Review results of the create documents process View Document Creation Results
Request additional input on performance evaluations
Performance or development documents? Create development documents for groups of employees Create Documents Review development documents View Documents Review results of the create documents process View Document Creation Results Request additional input on development evaluations Manage development documents Transfer Document Reset Document Status Cancel Document Delete Document
Update documents with comments from other reviewers Maintain Reviewer Comments USF
Development
114
PeopleSoft Enterprise Plan Development and Update Career Plans
Other
Schedule testing, licensing, and other activities to achieve career goals
Identify employees' preferences for jobs, geographic locations, and availability to move into new positions Create Career Plan
Define employee career path Create Career Plan
Identify employee's rank and potential and assign employee to a mentor if needed Create Career Plan
Identify short- and long-term goals for employee Create Career Plan
Identify employee's strengths and developmental areas and create/update development plan 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
Print training and development reports Career Training Career Plan Individual Development Plan
Line Manager
Evaluate Performance Perform additional competency analysis? No Additional actions required?
Development Through New Duties/ Assignment
Instructor
Need to Update Learning Plan Development Through Learning
Deliver Learning
Need to Update Learning Plan
Human Resources VP
115
PeopleSoft Enterprise Manage Learning Programs
Determine Learning Demand
Establish Learning Budgets
Define Learning Objectives
Define Learning Programs
Manage Learning Content
Source Learning Content
Manage Learning Catalog
Schedule and Manage Learning Events
Schedule and Manage Learning Resources
Deliver Learning
Instructor
116
PeopleSoft Enterprise Define Learning Objectives
Manually create objectives?
Yes
Manually define learning objectives Define Learning Objectives
Specify the learning groups that require the objectives
Identify employees that have not satisfied the learning required objectives
No
Import objectives from external tables
Map competencies in HR system to objectives
Receive competency information and proficiency levels RATING_MODEL_SYNC RATING_MODEL_FULLSYNC JPM_CAT_SYNC JPM_CAT_FULLSYNC JPM_CAT_TYPE_SYNC JPM_CAT_PROPS_SYNC JPM_JP_QUAL_SYNC JPM_JP_QUAL_FULLSYNC
Compare learners competencies to job competency requirements
Review employee competency gaps and learning objectives
Publish learning objectives for the learner population JPM_JP_TYPE_SYNC JPM_JP_TYPE_FULLSYNC JPM_JP_SYNC JPM_JP_FULLSYNC
Deliver Learning
Instructor
117
PeopleSoft Enterprise Determine Learning Demand
Using ELM or Training Admin?
ELM
Review global objectives Training Plan Training Plan Budget Model
Review learning activities previously offered (i.e., demand in past years) Training Plan Training Plan Budget Model
Review current requests for learning activities Maintain Learning Requests
Review requests for activities not currently offered Maintain Learning Requests
Determine if requested course will be offered Submit Learning Requests
General Profile
Create training demand profile based on job codes and departments Directly
Training Admin
Create?
Department
Define the number of employees to be trained by course(s) by department, by budget period Department Demand
Learning Manager
Profile Using Specific Criteria
Define the number of employees selected by department, job code and competencies By Criteria
Create deployed profile?
No
Identify course and demand details including priority and originator of the demand General Demand
Define the target audience by course and calculate average employee training cost General Demand
Demand by?
Employee
Identify courses required by employee by budget period Employee Demand
Yes
Create demand profile based on selection criteria Create Delayed Profile
Course
Identify employee training required by course by budget period Employee Demand by Course
118
PeopleSoft Enterprise Establish Learning Budgets
ELM
Identify costing information Maintain Items
Review courses offered and their associated costs Training Plan
Develop training plan scenario and adjust demand Training Plan Budget Model
Review training budget information Training Plan Budget Model Training Plan Summary (rpt)
Training Administration
Specify base currency for cost tracking Base Currency
Specify the relationship between cost unit and duration label Cost Unit
Define default vendor, facility, equipment and instructor costs Course Costs
Identify costs related to catalog categories and sub-categories Catalog Costs
Identify employee training costs Trainees Salary Costs Learner Training Costs
Identify the compensation cost of employee training by job code Job Code Salary Costs Job Code Training Costs
Update costs for a group of job codes or employees Update Salary Costs Populate Learner Training Cost
Identify budget period dates, description and business unit Budget Period
Define department training allocation by budget period Department Budget
Identify groups of departments to be used for budget cost comparisons Department View
Learning Manager
Create?
Scenario for Department
Develop training plan scenario and adjust demand by department Adjust Department Demand
Review training component costs e.g., equipment, vendors, and facilities Adjust Department Demand
Specify departments, job codes, competency ratings to include Create Scenario by Criteria
Identify the courses to included from the scenario and create the scenario Create Scenario by Criteria
Identify which budget scenario to activate Choose Active Scenario
Review the approved demands for the active scenario Review Active Scenario-Apprvls Review? Review cost details, demand summary and training plans by department Summarize Active Scenario
Approved Global Scenario Demands Global Scenario Create or copy global scenario created previously Create Global Scenario Review list of global scenarios and select the active scenario for budget period and business unit Activate Global Scenario
Review the approved demands in a global scenario Review Global Scenario-Apprvls Delete inactive redundant global scenarios Delete Inactive Gbl Scenario Review cost details and summary information for the demand Summarize Global Scenario Identify training budget to be frozen by budget period Freeze Budget Period Move demands not approved to next budget period Move Non-Approved Demands
Review?
Global Scenario Cost Summary
Review training budget information Review Training Plan Training Plan Cost Details FRA Training Plan Distribution FRA Active Scenario Summary (rpt) Global Scenario Summary (rpt) Training Plan Summary (rpt)
119
PeopleSoft Enterprise Define Learning Programs
Curricula
Define curriculum programs that follow a specific learning path to fulfill one or more objectives Maintain Programs
Define Learning Objectives
ELM
Type of learning program to define? Define learner certification programs, time period given and completion requirements Maintain Programs
Identify sections, items, attributes, prerequisites, security, objectives Maintain Programs
Select the learner groups that can view the programs when browsing or searching the learning catalog Maintain Programs
Create new or update existing learner groups?
No Changes Needed Create learning group name, specify environment and owner, and define membership criteria Maintain Learner Groups
Activate the program Maintain Programs
Review the objectives associated with a specific program Program Objectives Mapping
Certifications
Create New Learner Group
Update Existing Learner Group Membership
Select all learners that meet the criteria for group membership and add them to the group Populate Learner Groups
Review learner group membership Maintain Learner Groups
Define general course information such as prerequisites, languages, and target competencies/ accomplishments Courses Specify how to classify courses in the system Courses Identify competencies and accomplishments instructors need by course Courses Identify additional course content, learner group, or agenda information Courses
Need new course type?
No
Training offered in-house
No
Defines program information Program Information
Yes
Define the course categories that form the training catalog Category/Subcategory
Defines courses associated with each category and creates catalog information Catalog Organization
Yes
Define the equipment and materials that are required for the course Courses
Create training course reports Equipment Checklist Attendance Status Course Category Course Description Course Equipment Course Rating Course Rating Templates Courses Course Vendors Prerequisite Courses Licenses and Certifications Target Course Certifications Target Qualifications
Create Training Regulatory Information FRA
Review group setup and report indicators for training expense reporting - FRA 2483 Indicators FRA
Identify training report parameters - FRA 2483 Parameters FRA
Create calculations for all indicators - FRA Compute 2483 FRA
Print the results of the calculation process or export to file - FRA Edit 2483 FRA 2483 Tax Declaration FRA
Decide if need to?
Create Training Reports ESP
Create Training Reports ESP FT Employee Data ESP FT Create XML File ID ESP FT Print XML File ESP FT Confirm XML File ESP FT Delete XML File ESP
Create Training Regulatory Information MEX
Define mixed committee details including class, representatives, location and objectives - MEX Mixed Committee MEX
Create mixed committee audit report of Dept of Labor (STPS) - MEX STPS DC-1 Format MEX (rpt)
Print committee and training plan reports and submit to the STPS MEX STPS DC-2 Format MEX (rpt) STPS DC-2B Format MEX (rpt)
Create report listing instructors by training program and submit to STPS - MEX STPS DC-5 Format MEX (rpt)
120
PeopleSoft Enterprise Manage Learning Content
Source Learning Content Define Learning Programs
Source additional learning content?
Note: Learning content is supplied by third-party vendors
Instructional Designer
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
Learning Content Developer
Notify Learning Administrator of new content and competencies and objectives supported
121
PeopleSoft Enterprise Source Learning Content
Analyze content that is required
Identify external sources that can provide needed content
Assess external sources
Acquire learning content
Sourcing online content?
Yes
Identify source and standard for communication between learning management and content
Load content metadata
Test content
No
122
PeopleSoft Enterprise Manage Learning Catalog
Source Learning Content
Define learning catalog categories to enable users to easily browse and search activities and programs Maintain Categories
Define keywords that might be used to search the catalog to find catalog items Maintain Keywords
Define delivery method types for course offerings Delivery 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 ID Maintain Delivery Methods
Define Surveys for course offerings Survey Definition
Select the learner groups that can view activities within this category when browsing or searching the learning catalog Maintain Categories
Select the learner groups that can view the programs when browsing or searching the learning catalog Maintain Programs
Select the learner groups that can view the items when browsing or searching the learning catalog Maintain Items
Update the catalog index so that the changes appears in the catalog Rebuild Indexes
Publish learning catalog to learning population
123
PeopleSoft Enterprise Schedule and Manage Learning Resources

Define material details and security and assign to learning activities Material Define equipment details and security and assign templates, patterns, facilities, and rooms Equipment Define and maintain facility information Facilities Facility Rooms
What to track?
ELM
Track supplier information Vendors
Track instructor qualifications and teaching preferences Instructors Maintain webcast learning component session messages Vendor Message Management Schedule and Manage Learning Events
Define equipment and material details Equipment and Materials
What to track?
Define and maintain facility information Training Facilities
Track supplier information Vendors Vendor Contacts
Instructor
Provide preferences for instructing Instructor Preferences
124
PeopleSoft Enterprise Schedule and Manage Learning Events
Survey
Create survey learning components Survey Learning Component Upload and test content for compliant learning components Import Content
Test
Create test learning components Test Learning Component
Web-Based
Create web-based learning components Web-Based Learning Component
ELM
Define activity pricing, period, duration, and enrollment constraints Maintain Activities
Select the learning groups in which to make the learning activity available for viewing in the catalog and enrollment Maintain Activities
Define the specific learning components that make up the activity Maintain Activities
Learning components needed?
Assignment
Create assignment learning component Assignments Learning Component
Define completion rules for the activity Maintain Activities
Specify materials, add attachments and/or notes to the activity Maintain Activities
Calculate estimated costs of activity Maintain Activities
Activate activity Maintain Activities
Update the catalog index so that the new activity appears in the catalog Rebuild Indexes
Review activities and their learning components associate with catalog items Activity Components
Publish learning catalog and schedules to learning population
Create sessions manually Sessions Webcast Sessions Assign instructors, facilities and/or equipment Sessions Webcast Sessions Review and resolve sessions that are in conflict Session Conflicts Changes to instructor led learning event?
No Create webcast learning components that offer instructor-led, virtualclassroom instruction Webcast Learning Component Using session scheduling templates? Yes
No
Webcast Training Admin
Session
Create session learning components for scheduled, instructor-led, classroombased training Sessions Learning Component
Create session templates of common activity session characteristics Session Templates
Accept or modify the session patterns created using a template Sessions
View automatically generated sessions and add to, modify or delete them Sessions Webcast Sessions
Yes
Update session or webcast learning components Sessions Learning Component Webcast Learning Component
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 miscellaneous course session expenses Course Sessions
Identify vendor, facility, instructor, equipment costs per session Course Session Costs
Create course session reports Student Training History Training Facility Schedules Training Instructor Schedules Training Programs Training Schedules Course Reports Course Session Roster
Send notification of changes to learners Activity Notifications
Instructor
Deliver Learning
125
PeopleSoft Enterprise Deliver Learning
Approve Enrollment Request
Enroll in Learning Event
Manage Learner Enrollment and Completions
Track Learning Completion Results
Manage Individual Learning Plans
Request Enrollment in Learning Event
Learner
Participate in Learning Activities Manage Participant Information
Human Resources VP
Line Manager
126
PeopleSoft Enterprise Manage Individual Learning Plans
Create NVQ Training Plan GBR Associate standard training programs with job codes in the Job Code Table Job Code Table
Record details of employees who have registered for an NVQ - GBR Person Profile
Create an overall training plan of the NVQ units that the employee will take and view the elements that make up the units GBR Person Profile
Record the date when the employee is expected to start a unit and elements, and actual start and completion dates - GBR Person Profile
Print NVQ plan and status information for employee Initialize Plan Employee Plan Employee Status
Action?
Create Training Plans DEU
Identify the steps that make up an educational training program Steps DEU
Group the steps into a training plan Plans DEU
Review Objectives
Review list of current objectives Learning Objectives Objective Detail
ELM
Action?
Review Learning Plan
Review learning plan and current list of activities to support objectives Learning Plans All Learning My Learning
Learner
Browse and Search Catalog
Browse learning catalog for available programs and activities Browse Catalog Search Catalog
Desired activities found?
Yes
Enroll in activities?
Yes
No
No
Submit learning request for courses that are not currently offered Submit Learning Requests Participate in Learning Activities Determine Learning Demand
Add new programs or activities to learning plan Enrollment
Add Supplemental Learning
Add learning from external sources (supplemental learning) Supplemental Learning
Review Objectives
Review list of current objectives of direct reports Team Learning Objectives Objectives History
Review Enrollment Status
Review team's enrollment progress status or history Team Learning
Yes
ELM
Action?
Review Learning Plans
Review learning plans and list of activities to support objectives for direct reports Team Learning Plans Team Learning
Line Manager
Browse and Search Catalog Browse learning catalog for available programs and activities for direct reports Browse Catalog Search Catalog Desired activities found? No Submit learning request for courses that are not currently offered but should be added to learning plan for direct reports Submit Learning Requests Participate in Learning Activities Yes Enroll in activities?
No Add new programs or activities to learning plans for direct reports Enrollment
Add Supplemental Learning
Add learning from external sources for team members (supplemental learning) Supplemental Learning
127
PeopleSoft Enterprise Manage Participant Information
Track Internal Learner Details Subscribe to PeopleSoft HRMS for organization information EIPs:DEPT_SYNC Track External Learner Details
Track internal learner personal and job details Internal Learners
Track external learner personal and job details External Learners
Action?
Track Customer Details
Update learning customer details Customers
Track Vendor Details
Update learning vendor details Vendors
Create Learner Groups for Enrollment
Define and populate learner groups Maintain Learner Groups
Internal Learner
Provide learning preferences (internal learners) Learning Preferences
Subscribe to PeopleSoft HRMS for person information EIPs:PERSON_BASIC_SYNC WORKFORCE_SYNC JOBCODE_SYNC POSITION_SYNC
Internal or external learner?
Learner
External Learner
Provide personal profile information (external learners) Personal Information Home Name Change Addresses Phone Numbers Email Addresses Learning Preferences
128
PeopleSoft Enterprise Request Enrollment in Learning Event
Manage Individual Learning Plans
Using ELM or Training Admin? Training Admin
ELM
Request enrollment into an activity My Learning Request Learning
Approval required?
Learner
Request enrollment into training activity Request Training Enrollment Manage Participant Information
ELM
Line Manager
Training Admin
Request enrollment of employees into training activity Request Training Enrollment
Request enrollment of team members into an activity Team Members Approval required?
Yes
No
No
Yes
Review Session Status
Review status of course session and student enrollment Maintain Learning Requests (ELM) Review Session Summary
Yes
Approve Enrollment Request
Action?
Note: Components with (ELM) relate to ELM; others are used in Training Administration.
Track Training Requests
Track and review the courses that an individual has requested Maintain Learning Requests (ELM) Quick Enrollment
Approval required?
No
Track Training Requests USF
Track and review the courses that an individual has requested and print the request form (SF182) - USF SF182 (USF)
129
PeopleSoft Enterprise Approve Enrollment Request
Learner
Request Enrollment in Learning Event Note: Components with (TA) relate to Training Administration; others are used in ELM.
No
Review enrollment requested and the approval status All Learning My Learning Training Request Status (TA)
Line Manager
Approve or decline request for enrollment in an activity Maintain Learning Requests Approve Training Request (TA)
Administrator approval required?
Review the status of employee enrollment requests Team Learning View Training Request Status (TA)
Approved?
Note: The Approval Authority role represents individuals that are either internal or external to the organization. Yes
Yes
Approve or decline request for enrollment in an activity and update status Maintain Approvals Monitor Approvals Maintain Learning Requests Approve Training Request (TA)
No
130
PeopleSoft Enterprise Enroll in Learning Event
Learner
ELM
Register for a program or enroll in a specific learning activity Enrollment
Receive enrollment alerts for prerequisites, schedule conflicts, etc. Program Enrollment
Select method of payment and provide payment details Enrollment Learner Program Details
Payment approval required?
No
Participate in Learning Activities
ELM Register for a program or enroll in a specific manager learning activity Manager Enrollment Receive enrollment alerts for prerequisites, schedule conflicts, etc. Program Enrollment Provide information for department chargeback Manager Enrollment Manager Program Registration Manager Program Details
Line Manager
Yes
Integration with Financials system; request chartfield value combination verification EIPs:COMBO_CD_EDIT_REQUEST , COMBO_CD_EDIT_REPLY
Approve receipt of payment Administer Roster
Enroll individual learners or small groups Enroll Learners
Review status of prerequisites for each learner within an activity Prerequisite Status
Obtain Payment Information
Select method of payment and provide details Manage Enrollments
Training Administration Approve Learning Request
ELM Identify request and scope of authority for enrollment and registration Enroll Learners Select requested activities/ programs Search Catalog Identify individual learners for enrollment Enroll Learners Enrollment method?
Receive enrollment confirmation and status Manage Enrollments
Update status to "enrolled" and post to subledger Process Payment Details
Send confirmation messages regarding enrollment and registration Program Enrollment
Create and distribute student training information letters
Review and resolve enrollment alerts as needed Manage Enrollments
Action?
No Charge for Activity
Enroll large groups using batch processing Process Mass Enrollment Review Mass Enrollment Request
Designate Reserved Seats
Identify reserved seats to be filled Manage Enrollments
Manual
Identify students to enroll into a session individually Enroll Individually
Enrollment method? Group Identify students from group to enroll or wait list Enroll by Group
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 period Enroll by Department Demands
Automated
Enroll using?
Department Demand
Enroll employees based on pre-determined department demand Enroll by Department Demands
Create training enrollment reports Statistics of EEs Enrolled Student Training History Course Waiting List
Employee Demand
Enroll employees based on pre-determined demand profile by budget period Enroll by Employee Demands
Wait List
Identify session number and enroll students from waiting list Course Session Auto Enrollment
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.
Waitlist
Track students who requested enrollment into full or not scheduled sessions Create/Update Course Wait List
131
PeopleSoft Enterprise Participate in Learning Activities
Drop activity Self Drop Enrollment Drop Registration PeopleSoft Partner Integration to support web cast progress tracking
Participate in web cast Activity Progress
Offered
Review current enrollments My Learning All Learning
Review syllabus, preparation tasks, directions to location and special instructions My Learning
Attend instructor led session Participant action(s)?
Complete assignment
Learner
Complete and pass pre-test Activity Progress Offered courses or supplemental learning?
Learner
Complete a survey as part of activity or as a learning evaluation Activity Progress
PeopleSoft Partner integration to support AICC/SCORM progress tracking
Supplemental
Complete learning using sources external to organization
Request learning credit authorization for supplemental learning Supplemental Learning
Launch web-based session or materials Activity Progress
Complete test Activity Progress
Manage Learner Enrollment and Competencies
Participant? Approve supplemental learning
Track Learner Completion Results
Request learning credit authorization for team member's supplemental learning Add Supplemental Learning View Supplemental Learning
Review team's schedule for their current learning Team Learning
Line Manager
Line Manager
Action? Review learning status and progress of direct reports Team Members Manager Program Progress Activity Progress
Drop team member from enrollment Manager Drop Enrollment Manager Drop Registration
Webcast
Launch and facilitate webcast session View Schedule
Instructor
Instructor
Review assigned schedule of sessions and enrolled learners View Schedule
Type of learning?
Classroom
Conduct instructor led session
132
PeopleSoft Enterprise Manage Learner Enrollment and Completions
Learner
Participate in Learning Activities
Review, update, or delete profile information as necessary My Profile Training Summary
ELM
Line Manager
View employee profiles and training summaries Team Person Profiles Training Summary
Approve employee profile updates Approve Profiles
Evaluate student's performance
Review, update, or delete profile information as necessary Person Profiles Training Summary
Send email notifications that remind activity instructors and enrolled learners that the activity is scheduled to start soon Activity
Reschedule learner for different session Enrollment Identify supplemental learning completed by learner Add Supplemental Learning Enroll in Learning Event Substitute or drop a learner from an activity or program Enrollment Administer Activity Roster Administer Program Roster Update program completions and expirations Program Status Updates Provide notification of learner's activity or program completion Enrollment
Update completion status per predefined completion rules
Manage wait list Enrollment Administer Activity Roster Administer Program Roster Using ELM or Training Admin? Enrollment action(s)?
Provide notification of change to learner's enrollment or registration status for an activity or program Enrollment
Track progress for activities and learning components Activity Component Progress Learning Component Progress Action? Record attendance or grades Administer Activity Rosters Learning Component Roster Learner Roster
Completion method?
Completion action?
Update learning objectives EIPs:LRNR_OBJV_SYNC LRNR_OBJ_FULLSYNC
Track Learning Completion Results
ELM
Review or update program registrations Administer Program Rosters Program Registration Detail
Mark completions of learner's enrollment using automated process Auto Mark Activity Completion
Provide updated competency information to Humans Resources EIP: LM_LEARNER_MET_OBJV_SYNC
Record comments about learners Administer Activity Rosters Review enrollments for pending payments Administer Program Rosters Admin Registration Approval Enrollment Payment Pending
Review training unit and PO information Maintain Training Units Training Unit Expiration Training Unit Pool Purchase Order Balance Purchase Order Usage Review enrollment records and progress status for selected learners View All Learning
Update payment information, post adjustments Enrollment Administer Activity Rosters Enrollment Payment Details Registration Payment Details
Integration with Financials system; request chartfield value combination verification EIPs:COMBO_CD_EDIT_REQUEST , COMBO_CD_EDIT_REPLY Export sub-ledger entries to the GL Export Accounting Entry to GL Integration with Financials system; send the accounting lines to Financials and update journal ID and date for each sub ledger entry EIPs:LM_ACCTG_LN Outbound, LM_ACCTG_LN Inbound
Post payments and adjustments to sub-ledger Process Payment Details
Update sub-ledger Process Payment Details
Update Wait List
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
Action?
Reschedule
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 needed Create Training Letters
Record Non Course Training
Record student enrollment or completion in courses that not not offered in house Enroll in Course
Capture billing details for training obtained externally Enroll in Course
Instructor
Record learner session attendance Mark Grades and Attendance
Record learner assignment and test scores Mark Grades and Attendance
133
PeopleSoft Enterprise Track Learning Completion Results
Identify student feedback on course session Evaluate Course Session
Calculate reimbursement for students completing course with a "pass" or minimum of a "C" Maintain Tuition Reimbursement Salary
Review employee salary costs for a course session and budget period and apply overrides as needed
Action?
Capture student feedback and recommendations on completed training USF Individual Training Evaluation Track NVQ Progress GBR Record details of employees who have not previous registered for an NVQ Person Profile
Decide if need to provide reimbursement for training
Issue warning messages indicating no reimbursement due to non-passing grades Maintain Tuition Reimbursement
Vendor
Review vendor costs for a course session and budget period and apply overrides as needed
Facility Calculate student costs by budget period by course session Calculate Student Cost Update status, completion, and certificate dates when all units for an NVQ have been completed Person Profile Type of costs to track?
Review facility costs for a course session and budget period and apply overrides as needed
Budgeted
Review budgeted costs compared to realized training costs to date Budgeted
Review grades by activity or learner Activity Roster Activity Transcripts Learner Transcript
Review course session detail summary Review Session Summary
Track NVQ Progress GBR
Review employee progress through NVQs Person Profile
Equipment
Review equipment 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 FRA Learner Ssn Cost Summary FRA
Calculate totals for all cost elements and compare them to training budget by period Calculate Planned/Real Costs
Training costs to review?
Unbudgeted
Review unbudgeted costs to date Unbudgeted
Create completion reports Certification Status Curriculum Completions Item Completion Transcript by Organization History by Department ELM Review/report? Review financial details General Ledger Detail External Payment Payment Updates Review Subledger Cost Summary
Action? Review and assess student training to determine if there is a job skills gap or prerequisites have been completed Review Training Summary Track Training Plan Progress DEU Track the progress of German employees how are participating in the training plan - DEU Internal Education DEU Int Prof Education Status DEU
Instructor
Review instructor costs for a course session and budget period and apply overrides as needed Summary Review employee expense costs for a course session and budget period and apply overrides as needed
Review the compared budget and actual training cost totals for the entire organization Summary
Employee Expense
Issue Labor Certificates MEX Create grade reports by activity or learner
Issue labor ability certificates to employees who have completed training and provide copy to the STPS - MEX STPS DC-3 Format MEX (rpt) STPS DC-4 Format MEX (rpt)
Session Expense
Review expenses for a course session and budget period and apply overrides as needed Component = Maintain Student Costs; Maintain Learner Costs
Review assessment or grade information for completed learning All Learning My Learning Participate in Learning Activities
Review history of completed learning All Learning Objectives History ELM Review? Review progress toward completing objectives Learning Objectives
Learner
Review certification status and progress Certification Status My Learning
Review direct report's assessment or grade information for completed learning Team Learning
Review history of completed learning for direct reports Team Learning Objectives History
Line Manager
ELM
Review? Review direct report's progress toward completing objective Team Learning Objectives
Review certification status for direct reports Certification Status Team Member Cert Status
Instructor
ELM
Review learning and/or instructor evaluations
Human Resources VP
134
PeopleSoft Enterprise Measure Development Effectiveness
Instructor
Deliver Learning
Line Manager
Understand Business Processes
Data Administrator
Analyze Recruiting Performance
135
PeopleSoft Enterprise Perform Activity Based Analytics
EIP (BUS_UNIT_PF_SYNC): Send new or changed business unit information
Review existing model and determine if able to use for current analysis Review ABM Model
No
Review results of analysis Object Navigator Trend Analysis Variance Analysis Contribution Cost Cube Results Review Driver Rates Review Driver Quantities Review Transactions Review Fragmentation
Employee Resource
Take appropriate action
Create reports for cost objects, calculations, and/or variances Object Rate Transaction Cost Capacity Rate Variance GL Drillback Object Assignment Object Contribution Cost Object Listing Object Cost
Based on results of analysis, determine if wish to establish new end-result targets
Identify planning and simulation criteria Define Budget Constraints Identify Spending Patterns Setup Activities in Jobcode Cost Object Volume Activity Volume
Create the planning and simulation data Run Jobstream
Review and/or audit?
Ledger Resource
Review and/or adjust ledger resource information Adjust Ledger Resource Data Adjust Ledger to Budget
ABM Object Rates
Yes
Data Administrator
ABM Object Variance Rates
Copy existing?
Yes
Copy an existing AB AM model Copy Existing Model
No
Create or update model Define Model Identify Driver Qty Options Bill of Services Bill of Services Activities Define Model Creation Create ABM Models Create Ledger Maps
Create or update resources Define Resources Describe Work Group Create Work/Dept Profile Define Capital Charges Create Employee Profile Create Employee Resources Create or update? Create or update activities Describe Common Activities Describe ABM Activities Copy Common Activities Activity Volume
Create AB AM object table Request ABM Processing
Resources
Map ledger expense data to resources Create Ledger Mapping Rule Map Expense Data to Resources
Yes
No
Assign costs from resources to activities?
Activities or Cost Objects
No
Yes EIP (FINANCIAL_ACTIVITY_FULLSYNC): Send activity definition to Time and Labor Yes Assign costs from activities to cost objects?
Create drivers to assign dollar amounts from one object to another Define Driver Attributes Define Driver Copy Drivers Define Driver Quantities Define IBU Driver Charctrstcs Copy IBU Driver Copy Drivers Model to Model
Drivers
Review model to balance?
EIP (FINANCIAL_ACTIVITY_SYNC): Send added or changed activity information to Time and Labor
Yes Delete drivers? No No
Delete Drivers Delete IBU Drivers Delete Drivers
Objects No
Add pointers?
Create or update cost objects Define Cost Objects Cost Object Volume
Yes
136


CRM Common Territory Industry Channel Partners
Add New Object

SCM Common Reason Code Region Code Business Unit Type Support Team Member Sales Person Sales Order SCM Cost Cost Element Cost Overhead Rate Code Cost Version SCM Production Engineering Change Order Engineering Change Order Apprv Production Operation Times Production Areas Work Center SCM Inventory Items Item Type Item Category Codes Item Master Header Family Group Stock Type Package Code Warehouse
Delete Metadata
CRM Marketing Leads Marketing List Marketing Campaign Marketing Campaign Wave Channel Activity Channel Instance Channel Medium Offer Discount
CRM Sales Sales User Quota Metrics Records Opportunity Contacts Sales Model Sales Team Sales Model Stage Opportunity Header Sales Forecast Competition Information
Yes
No
Yes
Define Allocations
Financial
No
Identify organization specific dimensions, sources, rules, and job associations Create Fixed Basis Dimensions Sources Rules Rule Set Job Association
SCM Purchasing Requisition Buyer Purchasing Item Attributes Purch Item Business Unit Item Vendor Location Purchase Order Origin Purchase Order Return Materials Authorization Vendor Return

Define multi-dimensional processing Create Assignment Rules Define Rule Set Rename Data Rules Associate Ruleset to Job HRMS Common Unit Code Industry Code Setup Geography ID Map Geography ID Map Report Financial Code Account Codes Budget Period Bus Unit Action Type Establishment Codes Action Reason Map Standard Letter Code Duration Group Definition Termination Reason Map Report HRMS Competencies Competencies Accomplishments Competency Types Competency Cluster Role Role Competency Role Accomplishment Competency of Competency Types Competency of Comptncy Cluster Cluster Compnt Accomplishment Competency Rating Description Person Competency Evaluation School School Education School Type HRMS Training Courses Course Goal-Competency Course Instructors Course Session Course Session Cost Employees General Demand General Demand by Department Training History Training Program Job Codes Training Session Vendor Address Vendor Policy Detail HRMS Compensation Compensation Code Compensation Deduction Map Compensation Earnings Map Compensation GP Pin Map Deduction Frequency Department Budget Ded Dist Department Budget Earn Dist Employee Variable Comp Rate Code Group Code Variable Comp Plan HRMS Employee & Job Personal Data Personal Names National ID Type Personal Data National ID Prior Work Experience Employment Position Job Code Job Code Set Job Tasks Job Code Task Definition Job Code Comp Rate Job Earnings Distribution Disability Health and Safety Data Works Council

Define data loader Set Defaults Define Data Loader Define Group Load data into the Enterprise Warehouse Run Data Loader Review Error Summary
Data

Setup shared processing?
Define framework?
Type of warehouse?

Create aggregate information based on business unit tress or scenario trees Business Unit Scenario Performance Ledger
Create aggregated Performance Ledger information based on calendars Performance Ledger
Create/Update Model
General Ledger
Data Administrator
Critical Data
Common Inventory COGS Ledger ADB Ledger PF Ledger Revenue Time Labor Build Incremental Cube Review and correct CRM fact data Review and correct common dimension data Budget Period Channel Company Customer Customer Address Department Geography Operating Unit Product Product Category Product Component Product Group Product Price GL Account
Review and correct? Retrieve workforce analytic data?
CRM Sales Opportunity Header Opportunity Close Opportunity Sales Rep Opportunity Quote

CRM Marketing SFA Leads Lead Tasks Lead Products Opportunity Products Forecast Detail Campaign Metrics
CRM Support/Service Call Center Case Call Center Case Detail Case Association Case Audit Resolution Agreement Line Scheduled Tasks Time Log Lines
Map locations to Geography ID codes Setup Geography ID Map Geography ID Map Report
SCM Billing Billing
SCM Common Reason Code Region Code Business Unit Type Support Team Member Sales Person Sales Order Project
SCM Production Engineering Change Order Engineering Change Order Apprv Production Operation Times Production Area Work Center SCM AP Invoice Vendor Vendor Govt Cert Matching Rules Match Exception Voucher AP Disbursements

Review and correct HCM dimension data HRMS Common Budget Period Bus Unit Establishment Codes Account Codes HRMS Absence/Vacation Absence Code Absence Type Employee Time Profile Vacation Bonus Entitlement Vacation Plan Vacation Request Vacation Service Rate Values HRMS Benefits Dependent Data Leave Benefit Enrollments Stock Plans HRMS Employee & Job Personal Data Personal Data Details Personal Names National ID Types Personal Data National IDs Prior Work Experiences Employment Position Job Code Job Task Job Code Task Definition Job Code Comp Rate Job Earnings Distribution Disability Injury Illness Works Council Entitlements Definition HRMS Competencies Competencies Competency Types Competency Hierarchies Competency Cluster Tables Competency of Comp Clusters Accomplishments Accomplishment Clusters Role Competencies Role Accomplishments Competency of Roles Competency Rating Descriptions Person Comp Evaluations Course Goal-Competencies School Types School Codes School Educations HRMS Compensation Deduction Frequency Dept Budget Ded Dist Dept Budget Earn Dist Employee Variable Comp Detail Rate Code Group Code Variable Comp Plan HRMS Training Courses Course Expenses Course Instructors Course Sessions History Training Session General Demand by Dept Training Program Job Codes Vendor Address Vendor Policy Detail HRMS Salary Review Factors Salary Step Salary Grades Salary Rate Code Salary Plan Salary Matrix Percent Salary Increase Matrix
HRMS Applicant Applicant Information Applicant Accomplishment Applicant Competencies Applicant Disability Applicants Email
Dimension Data
HRMS Workforce Analysis Absence Class Employees General Demand Role Role Accomplishments Role Competencies Role Tasks Role Task Definition Role TaskAccomplishments Role Task-Competencies
137
Ledger Mapper
Posting Method?
Yes Create engine instance, identify job stream processes , and run sequence No Assign rules, define basis and target of the assignment Value Object Review assignment processing results Rules Create assignment rule groups RuleSet Create or update jobstreams? No Associate ruleset to a job Job Association Update scenario for ledger mapped method? Yes Yes Create aggregate info based on business unit trees or scenario trees
All Other
Data Administrator
No
Move data into the performance journal table Processing Messages
Set tolerances ?
No
Re-edit corrected data
No
Yes Posted in error? No
Yes Review? No
Yes
Yes Identify tolerances for editing Job Total Metadata Balance Rules Metadata Re-edit journal entries Re-Edit Journals Re-Edit Journals (ADB)
Yes
Yes
Set tolerances?
No
Clean up journals Request Clean up Request Journal Clean up (ADB)
138
Employee
Review and finalize scorecard Set Targets KPI Compare Assign Calendar to Scenario Create KPI reports KPI by Strategic Initiative KPI and Calc by Model KPI, Target Rules by Model KPI by Perspective KPI Detail KPI Target Rule Values KPI Data Element Values
Data Administrator
139
Setup a profitability data mart Time Dimension Account Tree Account Nodes Setup shared data DataMart Definition Dimension Element Fact Hierarchy Metric Permissions Metric Metadata Report Metadata Review Data Mart Review Elements Review Hierarchy
Type of data mart?
Data Administrator
Analyze Development Performance
140
PeopleSoft Enterprise Reward
Compensation Manager
Plan Rewards
Measure Reward Effectiveness
Award Salary Increases
Analyze Total Compensation
Line Manager
Award Performance Incentives
Stock Administrator
Manage Stock Plans
Benefits Administrator
Manage Benefits Manage Benefits Enrollment
Pension Administrator
Manage Pension
Sales Compensation Administrator
Award Sales Incentives
141
PeopleSoft Enterprise Plan Rewards
Define Rewards Goals and Measurements
Create Compensation Strategy
Create Compensation Plans
Create Variable Compensation
Line Manager
Create Sales Compensation Plans
Pension
Plan Benefits
Manage Benefits
Stock Administrator
Plan Stock
Manage Stock
142
PeopleSoft Enterprise Define Rewards Goals and Measurements

Define strategic goals and measurements
Employee
Maintain KPI values Enter KPI Value Enter KPI Targets My Manual KPIs
Review KPI results Details by Strategic Thrust My Profile Portfolios Single KPI, Hierarchical Dim KPI List Single KPI, Single Dim Member Portfolio KPI Analysis Scorecard at a Glance Portfolio Scorecard Analysis Strategy Strategic Thrusts Detail View Available Analysis Paths KPI Analysis Strategies by Perspective KPI Compare
Review personal KPI information My KPIs My Manual KPIs Filtered List View/Modify KPI Dashboard
View scorecard, components, and KPI info My Favorites View assessment results and KPI performance KPI List Chart
Calculate and assess KPIs Calculation and Assessment Action Notification Error Messages Run Workforce Groups Jobstream Run Competency Strategy Run Jobstream Run Multiple Jobstream
Assess scorecards and create notifications Scorecard Assessment Manual Assessments KPI Action Notifications Error Messages Run Workforce Groups Jobstream Run Competency Strategy Run Jobstream Run Multiple Jobstream
Create Goals
Create Measurements
Identify supporting objects for Key Performance Indicators (KPIs) Data Elements Calculations Actions Activities Assessments Assessment Colors Assign Calendar to Scenario System Options Weight Scales
Create KPIs KPIs KPI Families Cause and Effect Calculation Rules Define KPI Targets Target Rule Dimension Members Composite KPIs KPI Package KPI Migration Utility
Maintain and migrate KPIs Expressions Operands Data Map Audit EPM Objects Compile Metadata Changes
Create the scorecard Define Scorecard
Identify strategy components Strategy Tree Strategic Components Strategic Comps KPI Set Cause and Effect Set
Create portfolios to compare scorecards to others, if needed Define Portfolio Component Ranking Opposite Component Rank Dim Member Selection Rule
Create KPI reports KPI by Strategic Initiative KPI and Calc by Model KPI, Target Rules by Model KPI by Perspective KPI Detail KPI Target Rule Values KPI Data Element Values Action? Create scorecard reports Scorecards by Strategy Tree Scorecards by KPI Strat Trees w/ Non-Term KPI Scorecard Assessment Strat Component by Strat Init Strat Component by Perspective Strat Component by KPI Strategy Tree w/ Dup KPI Plan Stock
Plan Benefits
Identify strategic initiatives Strategic Initiative Initiative Definition View
Plan Pension
143
PeopleSoft Enterprise Create Compensation Strategy
Create Compensation Plans
Create Variable Compensation
WFA Market Comp Scenario Define the market compensation scenario and calculate regressions Calculate Salary Regression
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.
Define Market Compensation
Define market compensation models Setup Market Model
Define market weighting rules Setup Weighting Rules
Specify models that comprise the scenario Setup Market Scenario
Create the market compensation scenario Run Market Scenario
Review and analyze scenario Review Market Scenario Scenario/Fit to Structure Weighting Rules
Choose company's compensation strategies for benchmark jobs
Review calculated market compensation data and establish target market rates Calculate Jobcode Slotting Establish Target Market Rates
Approve the market compensation scenario Approve Market Scenario
Compare current pay structures with new targets Review New Market Rate Review Salary Plan Gap
Create or Revise Base Pay Structures

Need to Assess Impact of Establishing New Line of Business or Business Strategy
Review and analyze structure Review Structure Gap to Market Job Class Definition Grade/Step Definition Grade Assignment Proposed Pay Structure
Create or revise base pay structure Create Job Class Create Base Pay Structure Assign Pay Grades
Approve base pay structure Approve Pay Structure
Publish base pay implementation strategy Approve Pay Structure Approved Pay Structure
WFA Retention Scenario Compare company metrics with other company's metrics for benchmarks 3rd Party Integration Action? Analyze reports of current workforce performance results Organizational Effectiveness Compensation Human Resource Structure Management Investment Training and Development Benefits Health and Safety Recruiting and Staffing Service Profile Separations Workforce Movement Hiring Expenses Healthcare Factor Workers' Compensation Yes Analyze and review scenarios Risk Rule Risk Factor Value Rule Cost Rule Decision Rule Retention Model Review Retention Scenario
Create Workforce Retention Strategy
Create retention strategy Setup Retention Factors Setup Risk Rules Setup Value Rules Setup Cost Rules Setup Decision Rules
Define the retention model Setup Retention Models
Create the retention scenario Run Retention Scenario
Need to adjust scenario?
No
Approve scenario Approve Retention Scenario
Yes WFA Compensation Scenario Base scenario on future data? Create workforce simulation rules Setup WF Simulation Rules Create simulation model to identify financial impact of compensation Setup WF Simulation Model Yes Create workforce simulation scenarios Run Workforce Simulation Create compensation scenario strategy Setup Data Elements No Setup Goals Matrix Setup Merit Matrix Setup Payout Rules Create compensation scenario rules Setup Base Pay Rules Setup Variable Pay Rules Setup Other Pay Rules Setup Frequency Details Setup Compensation Model Create compensation scenario Run Compensation Scenario Review and analyze compensation results Data Elements Goals Matrix Compensation Model Merit Matrix Payout Rules Compensation Rules Review Data Elements Review Merit Matrix Review Pay Rules Review Compensation Scenario
Compensation Analyst
Yes
Adjust rules?
Define a compensation strategy and budget Load Compensation ACE Model Review Compensation ACE Scenario Alter Compensation Scenario
Adjust compensation scenario?
No
Approve the results and publish messages so other applications can subscribe Run Scenario Approval
Assess validity of simulation Workforce Simulation Rules
Define compensation increases and related increase codes Compensation Increases
Forecast Compensation FRA
Create forecast setup reports FRA Rate Codes w/out Class Rpt Forecasted Compensation Rpt
Associate rate codes with classes?
No
Define standard hours, and frequency by period Working Schedules
Define compensation events?
Identify headcount increase and decrease details Headcount Decreases Headcount Increases
Yes
Define specific incentive details, e.g. people, average amounts Incentives
Define compensation forecast scenario Scenarios
Calculate compensation forecast based on criteria Forecast Compensation
Review historical details of a compensation scenario Review Scenario History
Review a comparison of selected scenarios Scenario Comparison Rpt
Scenario matches budget?
Yes
Create compensation forecast reports Forecasted Compensation Rpt
Optionally purge scenario history Purge Scenario History
No See "Create Compensation Plans: Define Base Compensation Structure" See "Create Compensation Plans: Define Base Compensation Structure" Define promotion information Promotions
Define seniority and calculation frequency Seniority
Create Sales Compensation Incentive Plans
144
PeopleSoft Enterprise Create Compensation Plans

Create Compensation Strategy Create Compensation Strategy
Translate compensation strategy into tactical compensation goals and measurements
Total Compensation Reporting Structure
Action? Define Salary Plans Create/update compensation groups? Define Base Compensation Structure
Define additional sources of total compensation data, such as ad hoc employee or ad hoc organization awards Compensation Source
Modify or create Comp IDs to fit the company's compensation Tree or for ad hoc employee or organization awards Compensation ID
Select or modify roll up categories that reflect your organization's compensation plan Roll-up Category
Map new compensation IDs to their compensation sources Compensation ID
Populate the reporting groups that you define Create Reporting Groups
Create, review, or update a reporting plan and associate a tree and group IDs to a reporting plan Total Comp Reporting Plan
Use PeopleSoft's Cube Manager to define dimensions and instances for OLAP reporting
Provide salary structure information to FMS and SCM EIP (AM): Salary Structure EIP (AM): Salary Plan Duplicate your Security Tree to create a Department Tree Total Comp Dept Tree No
Specify the minimum, maximum, and midpoint rates for salary grades Define Salary Grades Define Salary Grades USF
USF? Provide salary structure information to EPM EIP (AM): Salary Structure WFA
No
View a summary of the salary, grade, or grade and step structure for each plan Salary Structure Summary Salary Structure Salary Grade Salary Grade/Step
Define the common characteristics of the salary plan Define Salary Plan Rate codes represent pay components in pages and when configuring compensation packages in the compensation record Comp Rate Code Table Create groups of pay components (represented by rate codes) to be used as a subset of a compensation package Rate Code Groups Associate individual rate codes with rate code classes. These classes limit the search for rate codes on the pages throughout the system Rate Code Class Table Specify which Job record fields are available to rate code defaulting rules Rate Code Defaulting Options Define the salary component defaulting rules for each field selected in the Defaulting Options page Rate Code Defaulting Rules
Create percentage increase matrix?
Yes
Establish the minimum and maximum percentage increases permitted for each review rating by position in range Define Salary Increase Matrix
Provide salary matrix information to subscribers EIP (AM): Salary Matrix
Yes
Retrieve OPM Salary Information - Import a file of OPM containing updated salary information into the PeopleSoft salary tables Load Salary Tables USF
No
Set up group definitions and group build process details Group Build - Group Definition Group Build Records and Fields
View which individuals belong to multiple groups Group Overlapping
Yes
Delete the results from all of your groups from the Group Result Table Unusable Group Results Purge
Create Groups of Employees for Compensation Plans
Create groups based on existing hierarchy?
No
Setup membership criteria? Yes
Define criteria for group membership Group Criteria
View and sort the members of the groups that you've built on the Group Build pages Group Build - Group Definition
Review?
View the status of complex groups that have been sent to the process scheduler Complex Group Results Summary
Delete/purge?
Yes
Delete (purge) the results of a previous version of a group from the Group Results Table Group Results Purge
Yes
Create new groups that correspond to your existing company, setID, and department structure Group Build from Co./Dept. Specify the level of package remuneration in which to include Total Package Value (TPV) or Total Employment Cost (TEC) Additional Components
View the members of a particular group Group Membership
No
Define group security Security by Group Security by Operator Group Security Default 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

Create Salary Packaging Australia Define Salary Packaging AUS Using Global Payroll?
Yes
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 package Pay Calendar GP
Specify the nonpackaged earnings and deductions elements to appear on the Package Summary after expense have been calculated Included Earnings/Deductions
Action?
Define the liabilities associated with each of your salary packaging components Additional Components
Define a standard collection of components that are automatically defaulted into package model records for employees or applicants Package Template
Link salary packaging additional components with components Package Components
Define contributing salary package components and define expense details for salary packaged components Package Components
Define package rules to validate the package models Package Rules Specify the payroll tax percent rate for all states where employees in a specific company are located State Payroll Tax Rates
FBT Motor Vehicle Statutory Percentage
Yes
Review?
No
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 package Pay Calendar HR Enroll Employees Define and review potential employee salary package models Employee Salary Package
FBT and GST Rates
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
Using Global Payroll? Select and enroll the employee into a salary package Enroll Salary Package Create packaging reports Packages Due for Review Package Models Package Details FBT Reconciliation De-Enroll Employees Remove an employee from enrollment in a salary package De-Enroll Salary Package Define tax scales used in package calculations PAYG Tax Scales FBT Statutory Interest Rates
No
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
Model and Assign Salary Packages AUS
Action?
145
PeopleSoft Enterprise Create Variable Compensation
No
Set up group definitions Group Build - Group Definition
View which individuals belong to multiple groups Group Overlapping
Yes
Delete the results from all of your groups from the Group Result Table Unusable Group Results Purge Delete (purge) the results of a previous version of a group from the Group Results Table Group Results Purge
Yes
Create groups based on existing hierarchy?
No
Setup membership criteria?
Yes
Define criteria for group membership Group Criteria
View and sort the members of the groups that you've built on the Group Build pages Group Build - Group Definition
Review?
View the status of complex groups that have been sent to the process scheduler Complex Group Results Summary
Purge results?
Yes
Yes
Create new groups that correspond to your existing company, setID, and department structure Group Build from Co./Dept.
View the members of a particular group Group Membership
No
Define group security Security by Group Security by Operator Group Security Default
Create/ update compensation groups?
Goals
Name and describe generic goals to use with variable compensation plans Goals
Weighted Goals for Groups
Define goals for the organization and assign weights Plan Goals w/ Groups
Define goals for each group and assign weights Plan Goals with Groups
Define default goals for individuals within groups and assign weights Plan Goals with Groups
Valuations
Define units of non-monetary and stock awards and assign a currency value for one unit. Valuations Define a variable compensation plan type, e.g, monetary, nonmonetary, stock, or other Define Variable Comp Plan
Payouts for Groups Define plan dates, earnings code, payout periods, and specifics related to the plan type Define Variable Comp Plan Specify the method of administering plan membership Define Variable Comp Plan
Assign payout formulas at the target, minimum, and maximum levels under the plan Plan Payouts w/ Groups
Matrix Goals for Groups
Define the steps of the goals matrix for each group Plan Goals with Groups
Define the payout formula for each step in the matrix Plan Goals with Groups
Assign the scores that correspond to the matrix steps Plan Goals with Groups Identify plan as "funded" Define Variable Comp Plan
No
Define the formula to calculate funding and award allocations Payout Formulas
Define attributes for specific plan types?
Group Tree
Create a tree for each group hierarchy and attach groups as tree nodes Tree Changes panel for BC
Define Group Tree Security Group Tree Security
Using proration?
No
Need to identify? Need to create? Payouts for a Plan Assign payout formulas at the minimum and maximum levels under the plan Plan Payouts
Weighted Goals for a Plan
Define goals for the organization and assign weights Plan Goals
Define default goals for all individuals within the plan and assign weights Plan Goals
Determine the expected total cash outlay under the plan Budget
Fund the VC Plan Plan Funding
Percentage Prorations
Define ranges of eligible days and associate a percentage with each range Percentage Proration Rules
Yes
Proration Workday Schedules
Create schedules assigning a factor to each day of the week Workday Schedules
Define proration for a prorated plan's payout periods Prorate Periods
Matrix Goals for a Plan
Define the steps of the goals matrix for the plan Plan Goals
Define the payout formula for each step in the matrix Plan Goals
define the goals within the matrix and assign goal weights Plan Goals
Assign the scores that correspond to the matrix steps Plan Goals
Goals Not Needed for Plan
Line Manager
146
PeopleSoft Enterprise Create Sales Compensation Incentive Plans
Compensation Structure
Create or update compensation structure Create Comp Structure Clone Comp Structure Maintain Compensation Structure Create reference objects and reference object groups Customers Geography Industry Products Channel Identify participants and participant groups View Plan Participant Participant Groups
Incentive Calculation Templates Create or update configuration for compensation structure View Plan Participants
Define rules and calculation logic for incentive plans Add a Template Clone a Template Update a Template
Action?
Define Compensation Incentives
Create?
Reference Objects
Define or update existing? Configure incentive plans Add a New Plan Clone Plan View/Update Existing Plan
Reference Objects Loaded from Source Systems Load Operational Data Store
Associate plan/ participants to compensation structure Maintain Comp Structure
Define and schedule system incentive processing jobs Maintain Jobs Schedule Jobs
Setup pay advances based on incentive compensation Maintain Draws
Incentive Plans
Participant
Need to Load Reference Objects in the Operational Data Store
Load Operational Data Store
Need to define Reference Object Mapping and Load Reference Objects
Load Operational Data Store Configure process for loading EIM report repository General EIM Engine Configuration EIM Engine Process Scheduler
Define Compensation Incentives
Action?
Define Metadata
Define transaction configuration Base Catalog Object Catalog Formula Catalog Variable Catalog
Need to Create ETL Maps for EIM Transaction Data
Configure EIM engine and schedule jobs Step Definition
Define processing steps (jobs) used in incentive calculation Report Repository Loading Config
147
PeopleSoft Enterprise Plan Benefits
Benefits Administrative Information
Identify benefits provider contact and policy information, and eBenefits options Provider/VendorTable Provider/Vendor Listing
Identify internal Benefits administrative contacts Administrative Contacts
Define benefit deductions Deduction Table Deduction Table (NLD)
Define benefit plans Benefit Plan Table
Dependents
Define dependent relationship type Dependent Relationships Table
Multiple Jobs Options
Create rules for how HR actions impact primary job, benefits and deductions Multiple Jobs Options
Add plan specific attributes to benefit plans Health Plan Table Health Coverage Codes Company Car Plan Table Life and AD/D Plan Table Life and AD/D Coverage Groups Disability Plan Table Savings Plan Table Leave Plan Table FSA Benefits Table Retirement Plan Table Pension Plan Table Pension Plan Table CAN Vacation Buy/Sell Table Vacation Plan FEGLI Code Table (USF)
Review benefit plan structure reports Benefit Plan Benefit Program Provider/Vendor Listing Life and AD/D Plan Table Disability Plan Savings Plan Leave Plan-Basic Attributes Leave Plan-Accrual and Bonus Flexible Spending Account Pension Plan-Canada-Basic Pension Plan-Canada-Rates Pension Plan-Canada-Limits Retirement Plan Vacation Buy/Sell
Yes
Identify deduction codes to support flex credit Deduction Table Deduction Table (NLD)
Create earnings codes for leave accruals?
Yes
Deployment Provide flex credits? Identify credit allocation hierarchy for maximizing outcome of variable taxation of benefits (CAN) Credit Allocation Table
No
No
Using Canadian Payroll?
Yes
Compliance Testing
Define criteria for benefits compliance testing Nondiscrimination Rules Define filling period dates for benefits and COBRA Define Calendar Calendar Report Define or review COBRA qualifying event rules Event Rules Regulatory Limits
Define Automated Benefits Processing
Define age, service, hours, and FTE eligibility ranges, and specify eligibility criteria Eligibility Rules Table Eligibility Rules
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
Identify types of events to be administered, special attributes, priority, and availability to self-service Event Class Table
Identify the event rules ID, description, and specify basic event rules for each associated event class Event Rules Table
Identify the start and end dates for coverage, deductions and flex credits Event Rules Table
Identify event rules for the processing of Benefits Billing Enrollments Event Rules Table
Review event rules reports Event Rules Event Rules-Billing
Identify information to describe events that are not initiated by data entry but take place over time Passive Event Definition
No
Identify benefit plans and deduction classes toward which credits can be applied Excess Credit Calculation
Define?
Benefits Billing
Define parameters for benefits billing frequency and calculations Billing Parameters
COBRA
Identify internal administrative contacts for COBRA Administrative Contacts
Identify benefits regulatory limits and the deduction codes subject to the limits Limit Table Limit Table (rpt)
Family Medical Leave Act
Define Family Medical Leave plan attributes FMLA Plan Table FMLA Plan Table Report
Coverage rates, or rules?
Employee Service Steps
Define service steps for savings contribution matching Service Step Table
Decide if need to?
Open Enrollment
Define open enrollment ID, period dates, description and select the benefit programs to be included Open Enrollment Definition
Flexible Spending Accounts
Identify the groupings used to segregate the employee population for automated FSA processing FSA Run Table
Identify paycheck and direct deposit advices forms Check Form Table Coverage and Deduction Calculation Rules
Company Cars
Define company car tracking information Car Model Table Car Management Location
Record specific company car details and maintenance history Car Data Car Pool & Maint Create report summary information about all of the cars in the company's fleet Create List of Cars
Create coverage and deduction calculation rules Calculation Rules Table Calculation Rules
Create
Identify the program name, status, description, and high level COBRA, FSA, FMLA, and eBenefits attributes Benefit Program Table
Type of processing needed? Define a snapshot ID, period dates, description and specify the benefit programs to be included Snapshot Definition
Identify a benefits administration system (BAS) group ID to be used in order to assign participants to a processing schedule Group Identification Table
Create processing schedule and specify who is processed during the run and how they are processed Schedule Table
Review schedules to ensure that there are no employee overlaps Schedules
Setup the printer controls for creating enrollment forms Online Printing
Snapshot Define benefit rate data Benefit Rates Benefit Rate Table Benefit Rate Types Identify the plans to be associated with the benefit program and details such as coverage codes, deduction information and COBRA Benefit Program Table Identify the cost structure associated with each benefit plan (deduction codes, rate information and calculation rules) Benefit Program Table Benefit Program Costs
Note: At least one schedule must be defined for Open Enrollment and another for Event Maintenance.
Benefit Rates
Company Cars - UK
Define company car engine and emissions details - UK Define Emissions Data Define Engine Type
Create Benefit Programs
Create, update or clone program?
Update
eBenefits
Create the text that is displayed in the self-service enrollment form Enrollment Setup
Identify the rules that control life events process for the Marriage, Divorce, Birth and Adoption life events Life Event Rules
Clone Existing
Create a copy of an existing benefit program with new effective date Benefit Program Clone Utility
Review program-level information along with the plan- and option-level structure (coverage levels and deduction codes) Benefit Program Benefit Program /Plan/Options
Manage Benefits
148
PeopleSoft Enterprise Plan Stock
Define Foundation Rules
Identify Regulatory Requirements Governing Body Rules
Identify Stock Exchange on which company stock is traded Exchange Table
Identify transfer and escrow agencies Transfer/Escrow Agency
Specify brokerage firms/branches that will handle the stock Brokerage Table Brokerage/Branch Table
Identify stock FMV methods FMV Method Table
Create stock ID Stock Table
Create Reports Governing Body Rules Rpt Exchange Table Rpt Transfer/Escrow Agency Rpt Brokerage Table Rpt FMV Method Table Rpt
Associate stock Exchange, Agencies and Brokerages to stock Stock Agent Table Stock Branch Table Stock Exchange Table
Specify the financial accounting standard that is appropriate to your organization ; either FAS 123 or APB 25 Stock Table
Define stock attributes and rules Stock Details
Define your fiscal year calendar for a stock ID Stock Fiscal Year
Create Stock Agreement ID Information Stock Agreement Table Stock Legend Table
Specify black out periods and individuals impacted Stock Blackout
Define participant groups for stock processing, reconciliation , and reporting Process Group Process Groups (rpt)
Specify expected rates for volatility, risk-free interest, and expected dividends for use by the BlackScholes pricing model and update for values Estimate Table
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
Tax Rules Stock Tax Types Stock Country Tax Stock State Tax Stock Local Tax
Create Reports Stock Agent Report Stock Branch Report Stock Details Report Stock Exchange Report Stock Agreement Report Stock Legend Report Stock Blackout Report Stock Fiscal Year Report Process Groups Rpt Tax Information Report
Process Expired VC Plan Options Plan Decide what action is needed Create Plan Info
Expire variable comp plan and return the share to the stock plan Expire Variable Comp Plans Define how stock option plan processes change based on HR status changes Stock Action Table Stock Action Reason Table Stock Acton Rules
Yes
Note: See "Reward" to define a stock plan as a variable compensation plan
Allocate stock to variable comp stock fund Variable Comp Allocation
Note: See "Reward " to allocate funds from the Variable Comp Fund to the Variable Comp Stock Plan and to allocate stock awards
Stock Administrator
Create/Update Stock Plans
Decide if need to create/update options or purchase plan Info
Determine the design of the stock option plan
Determine the number of shares to place in the stock option pool
Obtain approval from shareholders
Register plan with appropriate federal and state agencies
Define and allocate shares to treasury, stock classes and Stock Plans Stock Treasury Table Stock Class Table Stock Plan Table
Define the vesting schedules used for granting stock options Vesting Schedule
Define general plan options such as types allowed, governing body, transferability, exercise before vest, and repurchase alternatives Stock Option Plan Rules
Define payment and income methods for a stock option plan Stock Option Plan Rules
Define rules to account for reacquired or unissued shares Stock Option Plan Rules
Define FMV and non-trading day rules for a stock option plan Stock Option Plan Rules
Define the various reasons you grant stock options Grant Reason Table
Decide if stock will be provided as variable comp No
Decide what action is needed
Purchase Plan 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" Calculate and review stock balances Option Plan Purchase Plan Treasury Class
Define stock pan and allocate shares from Treasury Stock Plan Table
Associate the stock ID to a benefit plan ID and define plan details, such as governing body, offering type, and when participants can enroll Stock Purchase Plan Rules
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 FMV rules for offering begin, grant, and purchase FMV. Specify how to handle nontrading days Stock Purchase Plan Rules
Define the offering and purchase period lengths as well as any applicable company limits Stock Purchase Plan Rules
Define the purchase rules of your plan, such as purchase price calculation and share and price rounding rules Stock Purchase Plan Rules
Yes Define the contribution rules Stock Purchase Plan Rules Decide if need disposition rules No
Define the number of months participants must hold the stock before they sell it Stock Purchase Plan Rules
Create stock option reports Stock Treasury Report Stock Allocation Report Stock Plan Report Grant Reason Report Stock Option Plan Rules Report Vesting Schedule Report Tock Class Report
Manage Stock
Define reasons for holding a purchase Hold Reason Table
Define offering period begin and end dates, grant dates within an offering period, and purchase period begin and end dates Offering/Purchase Periods Review Offering Periods
Define stock purchase processing messages Purchase Msgs
Create stock purchase plan reports Stock Purch Plan Rules Rpt Offering/Purchase Periods Rpt Hold Reason Table Rpt
Review Stock Balances
Split Stock
Identify parameters and request process to create stock split report to reconcile balances Define Stock Splits
Indicate stock ID and split ID and request process to split stocks with a status of unprocessed Process Stock Split
View stock split information Stock Split Report
149
PeopleSoft Enterprise Manage Compensation
Line Manager
Award Compensation Cycle Increases
Create Compensation Cycle
Administer Compensation Cycle
Plan Rewards
Review Salary Information
Create Group
Administer Cycle
Open Cycle
Load Cycle Changes
Create Tree
Administer Cycle Roles Analyze Total Compensation
Compensation Manager/ Administrator

Create Cycle Administer Funding
150
PeopleSoft Enterprise Review Salary Information
Salary
Review employee salary and ranking information Employee Ranking by Job Code Anonymous Ranking Salary Structure Summary
Compensation (Self-Service)
Review employee compensation information View Compensation History Compensation History (Hidden) View Total Compensation Total Compensation (Hidden) Employee Compensation History
Plan Rewards
Review?
Compensation
Review employee compensation information Employee Compensation History
Evaluation
Review employee evaluation information Job Evaluations by Grade Job Evaluations by Grade USF
151
PeopleSoft Enterprise Create Compensation Cycle
Variable Compensation Manager
Create Variable Compensation Plans
Determine eligibility and proration Process Eligibility
Determine award allocation Process Allocation
Calculate award amounts Calculate Awards
Review salary and variable compensation market data Market Pay
Review Cycle Information
No
Assign group to cycle Cycle Definition
Assign tree to cycle Cycle Definition No No
Assign matrix or flat rate salary Cycle Definition No Create rounding rules?
Assign rounding rule to salary Cycle Definition No Create prorate rules?
Assign prorate rule to salary Cycle Definition Assign variable compensation plans (VC calc or manual funding) Cycle Definition Enable AWE and self-service grid columns Cycle Definition Save cycle definition Cycle Definition
Define compensation cycle period and plans Define Compensation Cycles
Create new group?
Create new tree? Yes Create new group Run Group Build Process/Security Create new tree hierarchy Tree Builder Utility
Create configurable matrix?
Yes
Compensation Administrator
Yes Create BASECOMP configurable matrix Define Configurable Matrix
Yes Create rounding rule Define Rounding Rules
Yes Create prorate rule Define Proration Rules
152
PeopleSoft Enterprise Administer Compensation Cycle
Define manager event access periods Administer Cycle Access Rules Review cycle calculations Administer Cycle - Summary No
Plan calculations correct? Yes
Compensation Administrator/ Manager
Run cycle build process Administer Cycle - BUILD
Errors?
Review and update cycle roles Administer Cycle Roles No Review errors Check Messages Correct errors Cancel Cycle
Review and adjust funding calculations Fund Cycle by Group or Individual
Fund manual VC plans Fund Cycle Manual Plans
Open cycle to managers self-service Administer Cycle OPEN
Update delegated role Maintain Delegated Roles Access
Yes
Review Salary Information
Review Cycle Policies and Procedures
Compensation cycle alert received MSS Compensation & Stock - Allocate Compensation
Line Manager
153
PeopleSoft Enterprise Award Compensation Cycle Increases
Submit
Manager allocates compensation values for group Manage Cycle Transactions
Select groups ready for implementation Mark Ready
Implement changes to job/VC Load Salary Updates and Awards
Line Manager
Compensation cycle alert received MSS Compensation & Stock - Allocate Compensation
Delegate my compensation cycle role My Compensation Activities
Yes Review funding, related content and historical data Make changes?
Review cycle plan funding and make updates Allocate Compensation
Manager allocates compensation values for group Allocate Compensation
Select compensation cycle and role to process My Compensation Activities
No
Review cycle plan proposals and submit for approval Allocate Compensation
Submit
Yes
Group Manager or Compensation Approval Authority
Review compensation proposals Approve Compensation Proposals
Rework needed? Push Back
No
Approve compensation proposals Approve Compensation Proposals
154
PeopleSoft Enterprise Award Performance Incentives
Plan Rewards
Identify Eligible Recipients
Line Manager
Identify Goal Attainments for Weighted Goals
Allocate Awards and Submit or Approve for Payment
Distribute Award Information
Stock Administrator
Manage Stock Plans
Create Festive Advances SGP
Profit Sharing Specialist
Create Profit Sharing Incentives - FRA
155
PeopleSoft Enterprise Identify Eligible Recipients
Line Manager
Adhoc Award Update Group Membership Create Compensation Plans Create Compensation Plans Employee VC Record
Add employees to a plan for ad hoc awards or review and adjust member eligibility Eligible Employees by Plan
Plan Rewards
Action?
Determine Eligibility
Rule to determine eligibility?
Identify date, target payout formula and guarantee for newly hired employees Individual's Payout
Update eligibility status, and calculate proration for prorated plans Determine Eligibility
Review and adjust member plan eligibility Eligible Employees by Plan
Add New Employees to a VC Plan
Add new employees to a variable compensation plan Individual's Payout
Employee VC Record With Groups
Review and adjust member eligibility for plan that uses groups Determine Eligibility
Update eligibility status and calculate proration for prorated plans Eligible Employees by Group
Identify target payout formula and guarantee by employee Individual's Payout
Create variable compensation reports Budget Organization and Group Goals Guarantee Funds Allocation Tree Member Overlap Tree Consistency Report
Receive a WORKFLOW notification of a newly hired employee
Tree Group
Update eligibility status and calculate proration for prorate plans Determine Eligibility
Update eligibility status and calculate proration for prorated plans Eligible Employees by Group
156
PeopleSoft Enterprise Identify Goal Attainments for Weighted Goals
Identify Eligible Recipients
Weighted Goals
Identify attainment for organization goals Organization's Goals
Members of Plans With Groups
Identify attainment for group goals Group's Goals
Identify goal, attainment, and weight for individual within group Individual w/in Group
Allocate Awards and Submit or Approve for Payment
Line Manager
Type of goal attainment to update?
Group Matrix Goals
Identify attainments for goals within goals matrix Matrix Goals w/in Group
Identify attainment for?
Plan Matrix Goals
Identify attainment level for each goal in matrix Matrix Goals
Members of Plans Without Groups
Identify individual goal attainments for employee Individual 's Goals
157
PeopleSoft Enterprise Allocate Awards and Submit or Approve for Payment
Individual Participants
Manually approve individual awards Allocate Awards by Plan
Adhoc Plan
Review and/or modify the awards for Ad Hoc plans Allocate Awards by Plan
Grant approval for?
All Participants
Approve awards for all participants in plan Approve Awards by Plan
Approval Not Required
Update award status to "Ready to Submit" Allocate Awards by Plan
Line Manager
Notify group managers to allocate awards to direct reports and subgroups WORKFLOW Calculate target awards and performance factors for organization Determine Allocation Calculate both monetary and non-monetary VC awards Calculate by Plan
Allocate funds to child groups Allocate Group Funding
Yes
Distribute Award Information
Allocate for?
VC Plan
Using groups?
No
Yes
Allocate funds to the highest level group Allocate Group Funding
Calculate group monetary and nonmonetary VC awards Calculate by Group
Review and modify awards for groups Allocate Awards by Group
Award approval required?
No
Update award status to "Ready to Submit" Allocate Awards by Group
Allocate funds to child groups?
No
Review variable compensation award information Review Employee Award History Calculate Awards Actual Awards Variance Carryovers Employee History Non-Monetary Plan History
Yes
Individual Participants in Group
Approve recommended awards for the group manager's direct reports Allocate Awards by Group
Management Approval Authority
Receive notification of recommended awards needing approval WORKFLOW
Grant approval for?
All Participants in Group
Identify plan and group details for award approval; approve or cancel Approve Awards by Group
All Participants in Plan
Approve awards by plan Approve Awards by Plan
158
PeopleSoft Enterprise Distribute Award Information

Publish the awards directly to PeopleSoft Payroll for North America for validation and payout EIP (AM): VAR_COMP_PAYMENT_REQUEST Receive acknowledgement details of paid, rejected or erred awards EIP (AM): VAR_COMP_PAYMENT_ACKNO WLEDGE Notify VC Administrator of erred or rejected awards WORKFLOW
North American Payroll
Global Payroll
Publish the awards directly to PeopleSoft Global Payroll for validation and payout EIP (AM): VAR_COMP_PAYMENT_REQUEST_GP
Manage Payroll
Line Manager
Allocate Awards and Submit or Approve for Payment Automatically create a flat file containing the award data, to use as input into the PeopleSoft Payroll Interface system
Payroll Interface
Stock Grants
Publish a message that inserts the stock awards into a staging table EIP (AM): AWARD_GRANT_ISSUE
Receive grant data from Stock Administration EIP (AM): GRANT_AWARD_UPDATE
Stock Administrator
Manage Stock Plans
Members of Plans Without Groups Review details of award rejections and errors Subscription Errors (rpt) Decide if need to resolve errors for.. Members of Plans With Groups
Correct awards, update the individual award status and obtain approval if needed Allocate Awards by Plan
Correct awards for individuals in groups, update individual award status and obtain approval in needed Allocate Awards by Group
159
PeopleSoft Enterprise Create Festive Advances - SGP
Plan Rewards
Calculates festive advance amounts Calculate Festive Advance
Approve, cancel, and/or modify the festive advance payment by employee View/Update Pymnts by FA Type View/Update Pymnts by Emplid
160
PeopleSoft Enterprise Create Profit Sharing Incentives - FRA
Plan Rewards
Review Entitlements/ Request Releases
Review entitlements and request profit sharing releases Profit-Sharing Entitlements
Employee
Action?
Review/Update Investment Options
Review and personalize interest mode and investment options Agreement Personalization
Identify employees qualifying for profit sharing and import payroll data Extract Eligible Employees
Review extracted employee list and add additional employees as needed Member Entitlements
Calculate global funds, entitlement by employee and divide funds Compute Global Fund Distribute Global Funds
Review calculation and distribution results and update values if needed Member Entitlements
Review Entitlements
Review profit-sharing amounts, deductions, and interest and enter fund requests Personal Entitlements
EIP (AE) HR_WP_ELIG: The Extract Eligible Employees process retrieves GP accumulators results or field values of record WP_EXT_PAYDATA
Review Agreement Settings
Review and adjust agreement settings Agreement Personalization
Verify entitlements for eligible employees and approve release requests Member Entitlements
Calculate interest, send payment to employees and update fund status Process Interest & Payment
Profit Sharing Specialist

Review results and update interest calculations values by employee Member Entitlements Review agreement and define personalization deadline for reference periods Review Agreement Review Reference Period Send payments to employees and update fund status Process Interest & Payment
Global Payroll Calculate interest and update fund status Process Interest & Payment Approve reference periods Review Reference Period
Create Positive Input in Global Payroll for payments to be processed EIP (AE): HR_WP_PAYMT
Update profit sharing fund status according to Payroll results EIP (AE) HR_WP_PAYMT
Note: The system will automatically publish payment data External Payroll System Send payment information for external payroll system EIP (AM): PROFIT SHARING PAYMENT REQUEST (OUT)
Receive payments information for updating fund status EIP (AM):PROFIT SHARING PAYMENT ACKNOWLEDGEMENT (IN)
Review profit sharing reports Individual Report Agreement Report
161
PeopleSoft Enterprise Manage Benefits
Plan Rewards
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
162
PeopleSoft Enterprise Bill Employee for Benefits
Plan Rewards
Employee
Receive benefits billing statement
Provide payment and/or indicate the need for billing adjustments
Yes
Manually enroll employees into the Benefits Billing system Enroll in Billing
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.
Summary
Review summary information of employee's charges for a specific billing period Review Charge Details Yes Review employee's charges by billing period Rvw Charge Smry by Bill Period
Identify adjustments to billing charges Adjust Charges Distribute statements to employees
By Bill Period Manually enroll? Update existing info? Identify alternate address information or place bill or statement on hold Request Hold/Alternate Address Charges and Balances
General Account Information No
Create reports to review general account information Billing Audit Accounts Receivable Delinquent Accounts
No
Yes
Review? Adjust? By Plan Type Review employee's charges by plan type Rvw Charge Smry by Plan Type No
Review adjustment summary?
No Receive payments directly from employee Print billing statements for individuals who have an active billing enrollment or an outstanding balance Print Billing Statement Reprint Statements
No
Calculate charges and create billing records Calculate Periodic Charges
Partial charges apply?
No
Decide to review? Employee Balances
Identify individual payments from a participant and allocate them to separate charges Allocate Payments to Charges
Adjustments needed?
Yes
Identify adjustments to billing payments Adjust Payments
Review charge and payment adjustments Review Adjustment Summary
Review?
Payment History
Review payment history of participants Review Payment/Details History Activity
Yes Review a list of charges, payments, and grand totals associated with an individual employee Review Employee Balances No Review various charge and payment adjustments Review Adjustment Summary
Yes Identify special charges for billing, such as, partial charges and partial bill amounts Enter Manual Charges Processing Results
Calculate again?
No
Provide charges to AR? Provide billed charges to Accounts Receivables Provide Billing to AR
Receive payment information from Accounts Payable
Provide payment information for posting Post Payments from File
Payment Summary
Review a summary of all payments made by a specific participant Review Summary by Post Date
Review messages from calculation process and/ or create error report Review Processing Messages Calculation Error Report
Yes Yes
163
PeopleSoft Enterprise Build Primary Job using Data Loaded from External Source
Plan Rewards
Build Primary Job information for one or more employees Rebuild Primary Job Flags Create Audit Report
Note: Run this process after loading employee information into PeopleSoft from an external system or when needing to verify an individual employee primary information
164
PeopleSoft Enterprise Change Benefits Retroactively
Plan Rewards
Error Messages
Review calculation error messages Retro Benefit/Ded Messages Retroactive Benefits/Deduction Reports Retro Ben/Ded Request Summary Retro Ben/Ded Calculations Retro Benefit/Ded Terminations Retro Ben/Ded Load Summary Retro Benefit/Ded Load Audit
Create a retroactive benefit/ deduction request Process Mass Retro Deductions
Review retro benefit/ deduction request information by employee Delete Retro Ded Requests
Review and delete duplicate retro pay requests, if necessary Retro Ben/Ded Request Summary
Determine the original benefit/ deduction calculated using payroll history and the correct calculation for the appropriate pay period end date Calculate Retroactive Ben/ Deds
Decide if wish to review?
Calculations
Review calculations for individual employees and update deduction amounts, if needed Update Retro Ded Calc Results
Provide retroactive benefit/deduction calculations to PeopleSoft Payroll for processing in the next payroll cycle Load Retro Deds to Paysheets
Note: Changes made to an individual employee's HR, benefits and payroll records automatically generate an individual retroactive benefit/deduction request. when appropriate
Totals
Review calculation totals for individual employees Retro Benefit/Ded Calc Summary
165
PeopleSoft Enterprise Manage Company Cars
Plan Rewards
No
Identify type of company car benefit, the type of car assigned and the dates of use Select Type of Benefits Assign Type of Car/Dates
Provide car benefits for UK?
Yes
Create UK P11D Information Verify P11D Information Calculate P11D Information Print P11D Information
166
PeopleSoft Enterprise Manage Flexible Spending Accounts - Canada
Plan Rewards
Employee
Receive service and provide FSA claim information
Review claim status Flexible Spending Accounts
Review a summary of account activity including pledge amount, balance, claims, and payments Flexible Spending Accounts
Review specific account activity details Flexible Spending Accounts Review FSA payment details or history Flexible Spending Accounts
Manage Benefits Enrollment Create or update claims? Create claims for services rendered to FSA participants CAN Create Health Care Claim Create Retirement Counsel Claim Reverse checks or claims? No
Create
Update Update claim information before granting approval or providing payment CAN Modify Health Care Claim Modify Retirement Counsel Claim Identify the groupings used to segregate the employee population for automated FSA processing CAN FSA Run Table Define run control for the payment processing cycle CAN Specify Processing Parameters Determine claim amounts to pay, deny, or pend, calculate and create FSA claim payment, and issue cheques for each account CAN Calculate Claim Payment Print cheques for all the claims with a Status of "Pay this Run" and update the claim payment to "Paid" CAN Print Cheques Create a cheques register for each benefit plan year, sorted according to benefits program and account type CAN Print Cheque Register
No Review claim detail information for employee CAN FSA Claim Details
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
Close and report all FSA accounts for current calendar year CAN Close and Summarize Accounts
Review claim information?
Claim
Payment Yes
Review payment detail information for employee CAN FSA Payment Details
Claim
Reverse checks associated with an erroneously entered claim and back out the claim itself CAN Cancel Claim/Reverse Cheque
Review?
Year-to-Date Activity
Review year-to-date information for an employee CAN Year-to-Date Activity
Yes
Reverse a claim or a check?
Check
Reverse FSA payment cheques that were created in error CAN Reverse Cheques in Error
167
PeopleSoft Enterprise Manage Flexible Spending Accounts - USA
Measure Reward Effectiveness Plan Rewards Analyze Total Compensation
Employee
Receive service and provide FSA claim information
Review claim status Flexible Spending Accounts
Review a summary of account activity including pledge amount, balance, claims, and payments Flexible Spending Accounts
Review specific account activity details Flexible Spending Accounts
Review FSA payment details or history Flexible Spending Accounts
Reverse checks or claims? Create or update claims? Create Create claims for services rendered to FSA participants Create FSA Claims No
No
Create and print quarterly statement for FSA participants who have had activity in one of their spending accounts during the current quarter Quarterly Account Statements
Close and report all FSA accounts for current calendar year Close and Summarize Accounts
Update Identify the groupings used to segregate the employee population for automated FSA processing FSA Run Table Determine claim amounts to pay, deny, or pend, calculate and create FSA claim payment, and issue checks for each account Calculate Claim Payment Print checks for all the claims with a Status of "Pay this Run" and update the claim payment to "Paid" Print Checks Claim Review claim information? Claim Review claim detail information for employee FSA Claim Details Yes Yes Review? Payment Review payment detail information for employee FSA Payment Details
Update claim information before granting approval or providing payment Modify FSA Claims
Define run control for the payment processing cycle Specify Processing Parameters
Create a check register for each benefit plan year, sorted according to benefits program and account type Print Check Register
Reverse checks associated with an erroneously entered claim and back out the claim itself Cancel Claim/Reverse Check
Reverse a claim or a check?
Year-to-Date Activity
Review year-to-date information for an employee Year-to-Date Activity
Check
Reverse FSA payment checks that were created in error Reverse Checks in Error
168
PeopleSoft Enterprise Monitor Benefits Compliance
Analyze Total Compensation Plan Rewards Measure Reward Effectiveness
129
Identify information that controls testing for dependent care reimbursement accounts Define Test Information
Request the Section 129 test to identify the number of HCEs in the organization Identify Highly Comp Employees
Perform the NDT 129 Eligible Cross section test Eligible Cross Section Test
Perform the NDT 129 55% average benefits test 55% Average Benefits Tests
Perform the NDT concentration test Concentration Test Individual
Perform NDT
Perform tests for Section 401 or 129 plans?
Review savings plan election information to see if an employee is marked as "highly compensated" Savings Plans
401
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 HCEs in the organization Identify Highly Comp Employees
Perform the 401(k) NDT using the total eligible earnings for employees 401(k) Nondiscrimination Test
Perform the 401(m) NDT using the total eligible earnings for employees 401(m) Nondiscrimination Test
Review individual or group results ?
Section 401
Review nondiscrimination test results for all employees in the 401(k) and 401(m) tests Review Test Results 401 Testing Report Review nondiscrimination test results for all employees in the Section 129 tests Review Test Results 129 Testing Report
Section 415 Noncompliance
Identify all employees who have exceeded 415 limits Section 415 Noncompliance Identify the contributions to roll over from one savings plan to another when section 415 or YTD limits are met Savings Plans
Section 129
Decide if need to?
Perform Section 415 Testing
Type of information to review? Section 415 Compliance Identify employee standings in regards to Section 415 limits and create report Section 415 Compliance
Direct rollover contributions?
Yes
Update Limits
Identify and update savings plan contribution limit extensions for eligible employees age 50 or more Identify Age-50 Extensions Review eligibility for special limit extensions, record participant election of extensions or adjust contribution and earnings history Savings Management Manage Benefits Enrollment
Monitor Savings Plan Extensions
Decide if need to? Calculate special limits and extensions for 403 (b) plan contributions Calculate 403(b) Extensions Review 403(b) Process Messages
Calculate Extensions
169
PeopleSoft Enterprise Manage Benefits Enrollment
Elect Benefits
Employee
Review Current Benefit Enrollment
Manage Benefits
Initiate Benefit Enrollment Events
Provide COBRA Benefits
Change or Enroll Employees in Benefits
170
PeopleSoft Enterprise Change or Enroll Employees in Benefits
Manage Benefits
Assign Final Check USF Identify dependent/ beneficiary name, address, detailed personal info and specify employee relationship Update Dependent/ Beneficiary Dependent Information Assign FEGLI Beneficiaries Dependent/Beneficiary Data (NLD)
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 Identify dependent/ beneficiary comments, the date the comments were recorded, and the author Record Dep/Ben Comments 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)
Review personnel administration information, and employee personal information for benefits eligibility Review HR/Job/Payroll Data Maintain Certifications Employee Data Summary (NLD)
Decide if need to?
Identify Court Orders or Riders
Identify dependent/beneficiary who have court orders or riders affecting benefits coverage Update Dependent/Beneficiary
Identify effective date and specific benefit program Assign to Benefit Program
Record Comments
Enroll employee in benefits plans Health Benefits Life and AD/D Benefits Assign FEGLI Beneficiaries (USF) Disability Benefits Savings Plans Savings Management Spending Accounts Simple Benefits TSP Agency Basic (USF) TSP Investment Allocations (USF) Leave Plans Leave Plans - CAN/INTL Retirement Plans USA-Pension Plans CAN-Pension Plans Vacation Benefits Benefit Program (NLD) Health Benefits (NLD) Pension Plans (NLD)
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 plans Benefits Summary (w/PI Dedns) Benefits Deduction Summary (NLD) Identify potential employee data error conditions related to benefits Base Benefit Consistency Audit Court Ordered Coverage Audit
Review Payroll Interface Calculations
No
Action?
Review NA Payroll Deductions
Review deduction details for all an employee's benefits plans Benefits Summary (w/Pay Dedns) Benefits Summary (NLD)
Submit enrollments for USF?
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 File Create Disability File Create Savings File Review Snapshot Information Review Interface Run History Snapshot Premium Report
Distribute benefits enrollment information to benefits providers Transmit Enrollments to eBenX Provide enrollments to eBenX EIP: Supplier-Carrier Interface Supplier = eBenx
Create Benefits Reports HIPAA Benefit Contribution Register CAN-Contribution Register PI Benefit Deductions Register Savings Invest Distribution Health Plan Participants Life Insurance Participants Savings Investment Distribution
Adjust Deductions
Override deduction frequency and arrears amounts for individual employees Set Max Arrears/Frequency Ovrd
Yes
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)
Employee
171
PeopleSoft Enterprise Elect Benefits
Receive notification of enrollment event or enrollment exception requiring employee action
Select enrollment event and review eligible plans Benefits Enrollment
Retrieve Personalized Benefit and Policy Information Auth Browser Comp HomeAuth Auth Search Comp (Hidden) Auth Return Comp Home Supplier: Authoria
View Eligible Enrollments Benefits Enrollment Enrollment Information
Make health care plan elections: 1x Plans
Employee
Make additional plan elections: Life Insurance Plans:2x Plans Insurance Plan Detail 2x Disability Plans: 3x 5x 7x Plans Savings Plans:4x Plans Flexible Spending Plans:6x Plans Pension Plans:8x Plans Vacation Buy/Sell:9x Plans
Review and edit information about dependents and beneficiaries Dependent/Beneficiary Coverage Dependent/Beneficiary Data Add/Review Dep/Ben Dependent/Beneficiary Info
Confirm benefit plan elections Confirm
Submit benefit plan elections
Search for health care providers using GeoAccess EIP: GA_PRV_SRCH EIP: GAPRV_CODE Supplier = GeoAccess
172
PeopleSoft Enterprise Initiate Benefit Enrollment Events
Employee
Elect Benefits
Individual Event Needing Immediate Processing
Identify unprocessed activity record awaiting benefits processing On-Demand Event Maintenance
Schedule the activity as a participant event and assign the event to a benefit program On-Demand Event Maintenance
Prepare benefit options and election defaults On-Demand Event Maintenance
Prepare an enrollment statement for the participant On-Demand Event Maintenance
Record participant election choices On-Demand Event Maintenance
Validate and load option elections to the benefit tables for the participant On-Demand Event Maintenance
Print a confirmation statement for the participant On-Demand Event Maintenance
Reprocess the event to a previous stage of the Benefits Administration Process On-Demand Event Maintenance
Manage Benefits
Type of processing needed? Open Enrollment or Scheduled Enrollment Event (Batch Processing) Review employee status, pay group, department, hours, gender, national ID and marital status Review HR/Job/Payroll Data Review the benefits, plans, coverage, etc. for a specific participant Current Benefits Summary Manually change an employee's primary job indicator, the include for eligibility flag, and the include for deductions flag Maintain Flags Identify schedule to be processes (Open Enrollment, Event Maintenance, or Snapshot) the event maintenance mode, and select or deselect eligibility debugging option Run Automated Event Processing
Print Enrollment Forms for New Participants Present certificate to self-service user Enrollment Certificate Review information about the errors that occurred during processing Processing Messages Invalid Elections Rpt Review summary processing information by schedule Schedule Summary Employee Enrollment Information Notify employee of need for corrections and update enrollment information
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 Statements Reprint Selected Statements Print Mailing Labels
Provide COBRA Benefits
Results by schedule
Initiate Enrollment
Events Review the event status, event processing, and eligibility information for a selected participant and event Employee Event Detail Review events that have been flagged as being out of sequence, disconnected or impacted by data changes Report On Flagged Items Review individual participant status within the schedule Employee Process Status Rpt Search participant records and review events for specific issues Update Processing Controls
Identify out-of-sequence or impacted events and open or close events as needed to adjust processing order Update Event Status
Automated benefits processing needed?
No
Decide if need to?
Record Election Choices
Review unprocessed activity records awaiting processing, insert manual events, or delete unprocessed activities Review BAS Activity Review status of inprocess historical events and update processing flags as needed Update Processing Controls Action required? Assess plan and option-level eligibility based on program's eligibility rules, prepare eligible options according to event rules and calculate costs and credits Run Automated Event Processing Validate Elections
Review?
Results by Participant
Events and Schedules Review issues involving?
Need to adjust? Elections
Identify a participant and record benefit plan option election information Perform Election Entry
Identify dependent and beneficiary information and enroll dependents or beneficiaries in a particular plan type Perform Election Entry
Update status to "elections entered" Perform Election Entry
Verify Eligibility
Revise employee election choices to resolve election issues Perform Election Entry Dep/Beneficiary Election Rpt
Yes Verify that all participants have responded to open enrollment or event maintenance and identify those who have not responded Find Non-Respondents Benefits Workflow Notification Missing Elections Rpt Locate all participant events that qualify for termination yet have not yet been manually terminated Find Terminations to Finalize Benefits Workflow Notification Load elections to Base Benefits tables, and credits to Additional Pay Tables close Open Enrollment event Run Automated Event Processing Print or reprint the confirmation statement for the selected participant(s) Print Confirmation Statements Reprint Selected Statements Print Mailing Labels
Validate election choices, apply cross plan validations, assign defaults, to options in error, calculate costs as needed and allocate credits Run Automated Event Processing
Results for Passive Events
Review passive event processing results Passive Event History Eligibility
Review detailed eligibility processing results by eligibility rule for each participant Review Eligibility Results
Review eligibility reports Eligible Participants Rpt Ineligible Participants Rpt
Job Related Data
Deployment
Deployment
Update event status and processing flags Update Event Status
Finalize Enrollments
173
PeopleSoft Enterprise Provide COBRA Benefits
Yes
Create or review COBRA event triggers associated with individual employee benefits or personal data changes Review COBRA Triggers
Automated Enrollment
Decide if need to create, or review pending COBRA event triggers No
Note: COBRA events are triggered by Human Resource personal actions , employee data changes, or changes to employee benefits
No
Create initial notification letter and change participant's status to "notified", print and date the qualifying event Create Initial Letter Notification Letters
Provide letters to employees and dependents
Receive continuation coverage election forms from COBRA participants
Enroll Participants
Decide to enroll using..
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 option Qualify Event/Proc Enrollment
Review error messages created during COBRA processing Review Processing Messages No
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 extended Create Secondary Letter
Reprint letters if needed Reprint Selected Letters
Record COBRA election, waiver, or re-election information Participant Elections
Note: Participants enrolled manually do not participate in any automated processing, including secondary events
Manual Enrollment
Establish employee's dependent as a COBRA non-employee prior to enrolling dependent into manual COBRA coverage Create COBRA Non-Employee
Assign employee or COBRA non-employee to a benefit program for COBRA coverage Assign Benefit Program
Enroll employee or COBRA non-employee into COBRA health benefits Select Health Benefits
Review/ update?
Validate election choices and enroll participants in COBRA benefit plans Qualify Event/Proc Enrollment
Track Dependent and Non-Employee Info Initiate Benefit Enrollment Events
Decide participant information is for
Non Employee
Identify participant's name, address, and personal, and security information Modify Personal Information
Benefit Program Participation
Dependent
Identify a new dependent name, address, or personal information Modify Dependent/Beneficiaries Health Benefits Decide if need to track Terminate COBRA coverage, identify reason for termination, provide benefits billing system with updated information Terminate Participant
Identify COBRA benefit program participation information Assign to Benefit Program
Reprocess, Adjust, or Void
Identify information to adjust, reprocess, or void a COBRA event Update Event Status
Enroll validated and enrolled COBRA participants into Benefits Billing for elected plan types; provide COBRA surcharges and coverage dates Qualify Event/Proc Enrollment Provide COBRA enrollment information to Benefits Billing COBOL Process Review COBRA processing messages Review Processing Messages
Track COBRA Benefit Plan Information
Identify COBRA health benefit election information and dependents of a COBRA participant to be enrolled in elected health plans Health Benefits
Yes
Action?
Review
Review information about the COBRA event and the qualified COBRA beneficiaries affected by the event Review Event Summary Event Summary Report Audit Report Error Report
Terminate COBRA Participants
Coverage end date reached or participant triggered termination?
Participant Election
FSA Benefits
Identify FSA benefit enrollment information FSA Benefits Yes
Manage Benefits End Date Reached
Need to review and/or update?
Create termination letters for all participants whose coverage is about to expire Create Termination Letter
No 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 changes Create Open Enrollment Letter
Create Open Enrollment Forms Create unavailability letter for ineligible COBRA participants Create Unavailability Letter
Create COBRA enrollment report Enrollment Report
Create Unavailability Letter
174
PeopleSoft Enterprise Review Current Benefit Enrollment
Change or Enroll Employees in Benefits
Health Care
Review Health Care Plan Information Health Care Summary Health Plans Health Care Dependent Summary Dependent/Beneficiary Coverage
Review Dependent and Beneficiary Information Health Care Dependent Summary Dependent/Beneficiary Coverage
Insurance
Review insurance plan information Insurance Summary Insurance Plan Detail 2X (Life) Insurance Plan Detail 3x (ADD)
Review/Update Life Insurance Beneficiaries Insurance Beneficiary Summary Change Beneficiary Allocations
Add/Update Dependents
Add/Update personal information for dependents Dependent/Beneficiary Data Dependent/Beneficiary Coverage Dependent/Beneficiary Summary
Review Summary of Benefits Benefits Summary Dependent/ Beneficiary Summary
Retrieve Personalized Benefit and Policy Information Auth Browser Comp Home Auth Search Comp-Hidden Auth Return Comp Home GeoAccess Provider Search
View/update?
Savings Plan
Review Savings Plan Information Savings Summary Savings Plan Detail Savings Beneficiary Summary Savings Contribution Summary
Review/update savings fund or beneficiary allocations and contribution amounts View Savings Allocations Change Savings Allocations
Employee
Supplier = Authoria
FSA
Flexible Spending Accounts Flexible Spending Accounts
Children
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/Adoption Birth Pages Birth/Adoption Finish Birth/Adoption Start
Spouse
Initiate a life event to record your marriage and/ or review and update relevant benefits and payroll information Marriage Marriage Start Marriage Finish
Events
Review event maintenance OnDemand EM
Pension Estimates
Calculate estimate of pension benefits Pension Estimates
175
PeopleSoft Enterprise Manage Stock Plans
Plan Rewards
Line Manager
Manage Stock Options
Track Daily Stock Prices and Calculate Balances
Stock Administrator
Manage Employee Stock Purchase Plans
176
PeopleSoft Enterprise Track Daily Stock Prices and Calculate Balances
Plan Rewards
Track Daily Stock Prices Maintain Daily Prices Daily Prices Report
Calculate and review stock option balances Option Plan
Manage Stock Options
Stock Administrator
Manage Employee Stock Purchase Plans
177
PeopleSoft Enterprise Manage Employee Stock Purchase Plans

Integration (AE) with PeopleSoft Payroll for North America Provide disposition information
Employee
Provide stock issuance instructions Issuance Instructions
View stock purchase information Stock Purchase Activity
Report Stock Sales
No
Create or modify issuance and registration instructions for individual participants Maintain Issuance Instructions Manual
Process mass updates? Request stock purchase processing to convert the foreign contributions into the stock currency Process Stock Purchase
Review and calculate the various prices associated with a stock purchase Determine Purchase Price
Calculate final number of shares which may be purchased by participants based on contributions and purchase price Process Stock Purchase Review the results of a participant's purchase after calculation Review Participant Summary Purchase Summary
Automated Receive information about dispositions from plan participants, transfer agents, or brokers Survey to determine if transaction is a disposition or a transfer Surveys
Process dispositions in batch process Process Dispositions-Batch Up
Provide a disposition reported through the self-service module to payroll Confirm Self-Service Dispostns Review information about disposition reconciliations Disposition Reconciliation Provide dispositions to payroll for W-2 reportable income Dispositions to Payroll Identify errors sent to payroll that must be reversed Dispostns to Payroll Reversals Review a statement summary of dispositions Disposition Receipts
Method to process dispositions? Manually Confirm a purchase then record a participant's stock sales Dispositions Verify holding period and determine if the disposition is or is not qualified Dispositions
Yes
Change brokerage choice for a group of participants Update Mass Issuance Review Mass Issuance Messages Yes Create or update participant's enrollment information Review Purchase Participation Identify participant contributions that are not provided automatically through PeopleSoft NA Payroll Create Manual Contributions
Yes Review currency conversions Currency Conversion Review contributions? No Method to calculate price?
Confirm Stock Purchase Confirm Stock Purchase
Review or adjust?
Review Purchase Results Review Participant Summary Review Messages
Administer Stock Purchase Plans
Define purchase information for a specific plan, period and offering Stock Purchase
Review or update enrollment information Review Purchase Participation
Request stock purchase processing Process Stock Purchase
Enroll manually or adjust?
No Yes No Automated Calculate various prices associated with a stock purchase Process Stock Purchase
Review processing results Review Messages Unconfirm purchase? No
Stock Administrator
No
Manual Method to collect contribution info? Automated
Need to review?
Identify participants without stock purchases Participants w/o Purchase
Review purchasing results, the offering periods for a selected stock ID, stock plan and their related purchase periods Review Offering Periods
Issue shares in stock certificate, deposit with broker, or hold in escrow until restrictions are met
Create reports for Transfer Agent and Broker Broker Deposits Transfer Agent Instructions
Create purchase receipts Purchase Receipts
Review purchase reports Stock Activity Summary Purchase Summary
Integration (AE) with PeopleSoft Payroll for North America Provide ordinary income
Yes Review processing errors Messages Report Create Query Reporting Table Unconfirm Stock Purchase Unconfirm Stock Purchase
Request stock purchase processing (gather contributions only) Process Stock Purchase
Review and adjust contributions Review Contributions Review Residual Contributions Contributions
Review participant contributions Review Residual Contributions Review Contributions
Contributions need adjustment
Correct errors
Provide refunds?
No
Create Stock Purchase Plan Reports Plan Summary Purchase Limit Summary Stock Activity Details Stock Activity Summary Income/Taxes Income/Taxes Reversals
Need to administer?
Verify Stock Plan Participant Information
View employee personal profile information Review Personal Profile
Designate individuals subject to SEC Section16 reporting and Regulation S-K proxy Maintain Insiders
Yes Contributions are gathered from PeopleSoft Payroll for North America Yes Identify contributions to refund Select Refunds Review Refunds Yes Create refund information for the selected contributions Process Refunds Review the status of refunded contributions Review Refunds Reverse refunded contributions
Reverse participant's previously processed refund Reverse Refunds
Value Stock Purchases
Calculate actual contributions for a stock offering Estimate Contributions Report
Launch Black-Scholes model to calculate fair value per share Create Offering Valuation Offering Valuation Report
Create report to identify missing valuation records Valuation Audit Report
Calculate purchase expense for specific periods FAS 123 Purchase Expense
No Integration (AE) with PeopleSoft Payroll for North America Provide information on contributions to be refunded
Create refund reports Refund/Carry Forward Refunds to Payroll Refunds to Payroll Reversals
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.
178
PeopleSoft Enterprise Manage Stock Options
Line Manager
Review employee stock options Employee Stock Option Summ
Optionee
Receive notification of stock option grant
View stock option information Stock Option Summary Stock Option Activity
Provide stock issuance instructions Issuance Instructions
Request to exercise options
Stock Options
Request to sell or transfer stock
Report Stock Sales
Variable Compensation
Receive approved VC stock awards EIP (AM): AWARD_DATA
Award grants to optionees Review Unprocessed VC Awards Create VC Grants
Review grant processing Review Grant Messages Variable Comp Message Report No
Grants
Decide if creating grants using? Identify general information about grant such as status, date, shares granted, reason, and price Maintain Grants Create a vesting schedule and validate ISO limits Maintain Grants
Provide grant data to variable compensation plan EIP (AM): GRANT DATA
Process mass updates?
No
Create or modify issuance and registration instructions for individual participants Maintain Issuance Instructions
Receive information about dispositions from optionees, transfer agents or brokers Integration (AE) with PeopleSoft Payroll for North America Provide disposition information Create report providing detailed information about a disqualified disposition for optionee to use with income reported on W-2 form Disposition Receipts
Manually
Adjust grants?
Yes
Adjust granted options Modify Grants
Yes
Change the brokerage choice for a group of participants Update Mass Issuance Review Mass Issuance Messages
Method to process dispositions?
Automated
Process dispositions in batch process Process Dispositions-Batch Up
Provide a disposition reported through the selfservice module to payroll Confirm Self-Service Dispostn
Verify that the grants to exercise are active and not pending Exercise Options Exercises-Hidden
Verify that daily prices are current Maintain Daily Prices Daily Prices Report
Identify the number of shares exercised and the methods for calculating the costs and taxes due based on the exercise date Exercise Options
Calculate the taxes related to the exercise manually or by utilizing integrated processes with NA Payroll Exercise Options
Calculate the total cost due to the company for the exercised shares and related taxes and record swap and trade information Exercise Options
Specify how the transfer agent is to issue exercised shares and specify the legends to display on issuance instructions Exercise Options
Identify certificate information, brokerage instructions , escrow information or registration and address information Exercise Options
Record fees and commissions that the optionee pays to sell exercised shares Exercise Options
Record payments made to the company on the exercise and view outstanding balances Exercise Options
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
Create reports for the Transfer Agent and Broker Transfer Agent Instructions Broker Deposits Broker Invoices
Review the future vest dates for restricted exercises to determine when restricted shares can be released Restricted Vesting Forecast
Stock options restricted and to be released when vested?
No
Provide options exercise receipts Exercise Receipts
Manual
Review summary or exercise and release transaction information, identify disqualifying dispositions Maintain Dispositions Release Disposition Exercise Disposition
Provide report of all W-2 income generated from disqualifying dispositions not reported through PeopleSoft Payroll for North America to the Payroll Administrator ISO DD to Payroll
Provide report of all voided disqualifying dispositions for which W-2 income that was calculated was sent to payroll ISO DD to Payroll Reversals
Integration with PeopleSoft Payroll for North America Yes 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 View the existing release transactions for the grant and identify/ update basic parameters of a release of restricted shares Release Options Releases-Hidden Optionee filed an 83(b) election at the time of exercise? Calculate the taxes related to the release manually or by utilizing integrated processes with NA Payroll Release Options Identify tax due to the company if the optionee did not pay taxes at the time of exercise and record trade information Release Options
Yes
No
Identify certificate information, brokerage instructions, escrow information/registration and address information Release Options
Record fees and view net proceeds that the optionee receives for a Same Day Sale or Sell to Cover Release Release Options
Record payments made to the company on releases and view outstanding balances Release Options
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
Create reports for the transfer agent Broker Deposits Broker Invoices Transfer Agent Instructions
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 Provide release receipts Release Receipts
Integration (AE) with PeopleSoft Payroll for North America Provide ordinary income for disqualifying dispositions for inclusion on W-2
Integration with PeopleSoft Payroll for North America
Decide if need to administer
Verify Stock Plan Participation
View employee personal profile information Review Personal Profile Add a Person Modify a Person
Designate individuals subject to SEC Section16 reporting and Regulation S-K proxy requirements Maintain Insiders Grant transactions Shares Granted Shares Exercised Shares Cancelled Shares Released Shares Repurchased
Stock Administrator
Receive notification to reacquire shares from restricted exercises due to a termination, prior to vesting Review information on shares to eligible for repurchase Subject to Repurchase Identify the grant number in order to review repurchase transactions Repurchase Options Repurchases-Hidden Provide payment instructions and details to Accounts Payable
Option Repurchase
Identify repurchase information including status, date, and number of shares Repurchase Options
Create receipt for optionee Repurchase Receipts
Regulatory Plan Summary Common Transactions Potential Diluted Disclosure Summary Outstand/Exercisable By Price Review repricing messages Review Reprice Messages Reverse repricing Reverse Repricing Correct reprice errors
Option Reprice
Reprice stock options Define Stock Repricing
Determine participants' eligibility for repricing Determine Eligibility
Print reprice Election forms and send to plan participants for their acceptance Create Reprice Election Forms
Identify participants' elections to be included or excluded in the stock repricing Participation
Reprice grants according to specified criteria Process Repricing
Review reprice processing results Review Reprice Messages
Yes Errors exist that require correction? No
Create stock option reports?
Stock Activity Stock Activity Summary Stock Activity Details
View stock reprice information Repricing Report
Expense Variable Accounting Accrual APB 25 Expense
Stock Actions Resulting from Employee Status Changes
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 participation WORKFLOW
Yes
Request stock action processing Process Stock Action-Work List Review stock action results Review Stock Action Messages Adjust stock actions Process Stock Action-Manual Action?
Repurchase Stock
Repurchase Stock
Using automated process through worklist?
Create Reports
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
Reconciliation Income/Taxes Income/Taxes Reversals ISO DD to Acctg/Tax
No
Reverse the Stock Action
No No
FAS 123 Compliance
Identify expected dividend yield
Identify riskfree interest rate
Calculate weighted average expected remaining life for outstanding shares of option and derive expected term input for Black-Scholes model Expected Life Years Analysis
Review historical volatility of a stock to assist in determining the expected volatility for the future Expected Volatility Report
Review or update option groups?
Yes
Identify the records and fields that are available to users when creating and viewing option groups Option Group Security
Create option groups and define the criteria for selecting options for the option group Define Option Group
Review the options that meet the selection criteria, make adjustments and/or finalize Define Option Group
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
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 the Stock ID, Valuation ID, and expected life years for the grants you wish to value and perform stock option valuation Process Grant Valuation
Review the valuation results for a particular employee and grant Maintain Grants Grant Valuation Report
Reverse a valuation?
Yes
Specify the Stock ID, and Select the grants for which you want to reverse the valuation process Reverse Grant Valuation
Identify missing valuation records for stock options Valuation Audit Report
Reprocess
No
Create reports FAS 123 Option Expense
Yes
179
PeopleSoft Enterprise Manage Pension
Plan Rewards
Review Employee and Plan Information
Provide Estimates for Service Buy Back
Determine Current Pension Benefits
Create and Distribute Payment Information
Create Pension Regulatory Information
Track Domestic Relations Orders
Update Pension Data for Rehired or Deceased Participants
180
PeopleSoft Enterprise Review Employee and Plan Information
Plan Rewards
Employee Personal Info
Review employee's address and phone number Review Employee Information
Review employee's work history, current job data, personal data and pay data Review Employee Information
Review address , phone number, and personal info for each of the employee's dependents and beneficiaries Review Employee Information
Review and/or update dependent/beneficiary name, address, and personal information Update Dependent/Beneficiary
Action?
Employee Job Info
Review complete history of the employee's compensation rate and employee type Review Job History
Review chronological history of the employee's salaried/ hourly status Review Job History
Review employee's action and reason history to verify termination or retirement Review Job History
Benefits
Identify benefit plan, participation, employee minimum benefits, and startup values Update Employee Plan Data
Non-Spouse Beneficiaries
Identify non-spouse beneficiaries Plan Beneficiaries
Review/Update Participant Plan Information
Review or update?
Primary Job
Override primary job Override Primary Job Review pension status and plan dates, eligibility, balance, and participation history, service dates, and account details Review Plan History
History
Status
Review employee pension status history or make manual changes to the pension status Identify Pension Status Review dates, payments, and totals for benefit plan Review Balances and Totals
Balances
181
PeopleSoft Enterprise Provide Estimates for Service Buy Back
Yes
Adjust service credit values or other numerical values for estimate Define Calculation
Review or update an employee's calculated service credit Update Employee Plan Data
Determine or verify plan eligibility and participation history, update service, update pension statues and plan dates Request Process Review Process
Identify the plan and plan-specific information on ages, dates, and overrides Define Calculation
Yes Adjust individual calculations?
No
Calculate pension according to specified parameters Request Calculation
Review processing information for a specific calculation Review Calculations
Create additional estimates?
No
Provide results of estimates to employee
Receive employee decision and adjust service and update account balances for those employees who buy back service Update Employee Plan Data
182
PeopleSoft Enterprise Determine Current Pension Benefits
Plan Rewards
Adjust Calculation Parameters Determine or verify plan eligibility and participation history, update service, update pension statues and plan dates Request Process Review Process Identify individual calculation components to calculate specific results without running through an entire calculation Define Calculation Review a summary of the calculation results Review Calculation Results Review summary results for a specific calculation Create Worksheet
Employee or Job Data
Identify Human Resources Status Changes that Impact Pension Benefits
Review or update an employee's calculated service credit Update Employee Plan Data
Yes
Calculation Summaries
Benefits Information Review detailed results for a specific calculation Create Worksheet
Manage Benefit Enrollment
Retrieve Payroll Information
Review or update employee's consolidated earnings, hours, or contributions Review Consolidation Results
Retrieve and consolidate payroll data for calculations and contributory plans Request Process Review Process
No
Update Contributory Plan Account Balances
Review or update an employee's contributory account Update Employee Plan Data
Update employee contributory balances Request Process Review Process
Identify the plan and plan-specific information on ages, dates, and overrides Define Calculation
Identify override values for specific calculation components Define Calculation
Adjust individual calculations? Using individual calculation components? No No
Yes
Add or subtract numerical values from function results Define Calculation
Calculation Details
Review personal data, calculation summaries, and detailed calculations Review Main Results
Review 415 limits to an employee's combined pension benefits from all plans Review Main Results
Review employee information that may have affected the calculation Review Main Results
Resolve Calculation Issues
Review?
Payroll Information
Manage Payroll
Social Security Benefits Calculate pension according to specified parameters Request Calculation Review messages and errors Review Processing Messages Review processing information for a specific calculation Review Calculations
Review detailed information about how the employee's Social Security benefit was calculated Create Worksheet
Pension Information
See section titled: Update Pension Participant Information
Using groups for calculation
Review?
Account Details Review plan participation and eligibility results Plan Participation Plan Eligibility Identify Plan Admin Info
Review cash balance account and account results Cash Balance Account Employee Account Terminated Employees Action? Create Notifications and Track Correspondence with Participants Assign activity list to participant and periodically identify completed activities Assign Activity List Identify benefit plan, calculation name, and pension related comments Capture Comments
Action? Update Cash Balance Plan Account Balances
Review or update an employee's cash account information Update Employee Plan Data
Update employee cash account balances Request Process Review Process
Yes
Identify employee group for calculation Create Group List
Plan Information
Create form letters to provide pension benefits information and election options for participants Participation Ben Selection
Document elections and correspondence with participants Capture Comments
Archive Payroll Data
Archive payroll data for future use in calculations Request Process Review Process
Detailed Calculation Results
Review detailed calculation results Calculation Inputs Benefit Calculation Optional Forms Vesting Service Results Final Average Earnings
Create notifications for?
Eligible Retirees
Update Calculation Tables
Update calculation tables 30 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
Factors
Review age adjustment and death coverage factors for retirement Age Adjustment Factors Death Coverage Factors
Provide Pension Estimate Information
Provide pension estimate to participant
Create form letters to provide pension benefits information, payment schedule and election options for recipients Participation Ben Selection
Document elections and correspondence with recipients Capture Comments
Delete Pension Calculations
Delete calculations Request Process Review Process
Eligibility Results
Review benefit eligibility results Benefit Eligibility Benefit Calculation Employee Paid Benefit Covered Compensation Beneficiary Information Social Security
Archive and Protect Benefit Calculation
Section: Calculate Pension Benefits and Validate Results
Section: Calculate Pension Benefits and Validate Results
Specify the calculation to protect in order to prevent anyone from deleting the results, modifying the calculation parameters or rerunning the calculation Protect Calculations
183
PeopleSoft Enterprise Create and Distribute Payment Information
Yes
Identify employee's optional form selection Identify Optional Form
Create New Payee
Identify benefit plan and record number for payee; review or update personal or job information Create Payee
Employee
Identify payee's new job record Update Payee Job Data Payee Pers/Job Data
Yes
Review/ Update Payee Determine Current Pension Benefits
Identify optional forms? No
Review a list of all the payee records associated with a particular employee Review Payee Cross Reference
Action?
Update Payee
Identify personal information such as name, address, gender, marital status, and National ID Update Payee Personal Info
Decide if payee is? Identify benefit plan information that determines eligibility for retiree benefits Update Payee Job Data Payee Pers/Job Data
Verify payee records Review Payee Cross Reference
Create an additional payee?
Beneficiary
No
Action? Using Automated Processing Track Domestic Relations Orders Create payment schedules using automated processing Request Payment Schedule Identify other payment-related information Identify PaymentRelated Info
Create Payment
Create schedule? Identify payment schedule, scheduled amounts, descriptive and funding source information about the payment Create Manual Schedule
Decide if need to?
Apply Off-Cycle Adjustment
Identify one-time payment adjustment Make One-Time Adjustments
Manually
Adjust Contributions
Identify active employee record number and benefit plan and indicate withdrawal details Withdraw Contribution
Calculate COLA
Calculate retiree cost of living adjustments and schedule new payment amount for employees receiving benefits Calculate COLA
Setup pay calendar?
No
Create preliminary payments Create Retiree Payments
Research and resolve issues
Yes Identify pay periods for a particular plan Set Plan Pay Periods Review preliminary payment information by period and employee Review Payment Results
No
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 Report Payment Rollover Report
Extract trustee information including payment-related information Flatfile Trustee Extract Online Trustee Extract
Review trustee summary Review Trustee Extract Summary
Review trustee information including paymentrelated information Review Trustee Extract Content
Create Pension Regulatory Information
Ready to confirm payments?
Yes
Confirm and finalize payments Create Retiree Payments
184
PeopleSoft Enterprise Create Pension Regulatory Information
Create year end statutory information Actuarial Valuation Extract Form 5500 Participation Cnt Plan Summary
Create and Distribute Payment
Create or update?
Identify defined contribution fraction and 415(e) limit 415(e) Limit
Identify yearly social security earnings Yearly Soc Sec Earnings
185
PeopleSoft Enterprise Track Domestic Relations Orders
Plan Rewards
No Receive court instructions to pay a specified portion of an employee's benefit to an alternate payee
Adjust benefits and override calculation elements Update Employee Plan Data
Identify receipt of a domestic relation order and related activities, and once determined, verify that the order is qualified Create DRO
Assign activity list to participant and identify completed activities to qualify Assign Activity List Define Activity Lists
Track all communications between organization, employee, spouse and court Capture Comments
Identify the amount awarded to the alternate payee Administer QDRO
Review pension history to determine if the participant has been receiving payments Update Employee Plan Data
Benefit payments have commenced? Make payment adjustment to recipients benefit to comply with court order Make One-Time Adjustment
Yes
186
PeopleSoft Enterprise Update Pension Data for Rehired or Deceased Participants
Plan Rewards
Review pension history to determine if the participant has been receiving payments, and if needed, discontinue payments Identify Pension Status Create Manual Schedule Beneficiary on Record
Rehired Participant Review address, phone number, and personal info for each of the employee's dependents and beneficiaries Review Employee Information Plan Beneficiaries Review Payee Cross Reference
Review pension history to determine if the deceased participant has been receiving payments Identify Pension Status
Decide if in payment cycle?
No
Prorate pension benefits if employee is deceased prior to being eligible for payments Update Employee Plan Data
Identify recently rehired or deceased pension recipients Request Process Review Process
Make adjustment for a... ?
Deceased Participant
Decide if there is? Verify that elections for payment have been recorded Update Employee Plan Data
No Beneficiaries Exist
Review pension history to determine if the participant has been receiving payments, and if so, discontinue payments Identify Pension Status Create Manual Schedule
Yes
Need to track Correspondence with Beneficiary Recipients
Terminated Employees
Create form letters to provide pension benefits information and election options for participants Participation Ben Selection
Document elections and correspondence with participants Capture Comments
Assign activity list to participant and periodically identify completed activities Assign Activity List
Identify benefit plan, calculation name, and pension related comments Capture Comments
Create notifications for?
Eligible Retirees
Create form letters to provide pension benefits information, payment schedule and election options for recipients Participation Ben Selection
Document elections and correspondence with recipients Capture Comments
187
PeopleSoft Enterprise Analyze Total Compensation
Process Compensation Data
Analyze Compensation Information
Line Manager
Stock Administrator
Manage Stock Plans
Manage Benefits
Manage Pension
188
PeopleSoft Enterprise Process Compensation Data
Benefits Information
Collect benefits enrollment data effective per the reporting plan and calculate the employee and employer share of the prices Calculate Benefits
Review information about any errors that occurred during the benefits calculation process Review Benefits Calculation
Extract benefits and deductions data Extract Comp or Payroll Data Yes
Add ad hoc compensation for a group of employees Adhoc Comp for Organization
Type of information to extract?
Base Pay/ Variable Compensation Information
Extract base pay (MCOP) data Extract Comp or Payroll Data
Extract variable compensation award information Extract Comp or Payroll Data
View the status of the extracts for a given reporting plan Review Status of Extract
Add ad hoc information?
Yes
For group of workers?
No Payroll Information Extract benefits and deductions from payroll Extract Comp or Payroll Data Extract earnings from payroll Extract Comp or Payroll Data Extract Canadian taxes from payroll Extract Comp or Payroll Data Extract U.S. taxes from payroll Extract Comp or Payroll Data No
Add ad hoc compensation for a small number of employees Adhoc Comp for Employees
Analyze Compensation Information
Line Manager
Stock Administrator
Manage Stock Plans
Manage Benefits
Manage Pension
189
PeopleSoft Enterprise Analyze Compensation Information
MultiDimensional Analysis and Reports
Build the OLAP cube Build Cube
View and analyze the Compensation and Headcount/FTE cubes with third party collaboration and integration
Group Member Aggregations
Create aggregated information for each individual within a group that you specify Group Summary Compensation Rpt
Process Compensation Data
Review?
Group Member Details
Create detailed information about each compensation type for each individual within a group that you specify Group Detail Compensation Rpt
Individual Summaries
Create a listing of all compensation for each individual, designed for distribution to employees or view online Total Comp Statement Report Review Employee Total Comp
Base and Variable Pay in Excel Format
Launch Excel with information (base and variable pay) that you extract from PeopleSoft Human Resources Transfer Comp Data to Excel
190
PeopleSoft Enterprise Measure Reward Effectiveness
Plan Rewards
Line Manager
Stock Administrator
Manage Stock
Manage Benefits
Manage Pension
Understand the Business Process
Determine the Analytics Required to Support Processes
Map Data Elements Required to Create Analytics Perform ActivityBased Analysis
Data Administrator
Analyze Reward Performance
191
PeopleSoft Enterprise Perform Activity-Based Analysis
Review results of analysis Object Navigator Trend Analysis Variance Analysis Contribution Cost Cube Results Review Driver Rates Review Driver Quantities Review Transactions Review Fragmentation Review existing model and determine if able to use for current analysis Review ABM Model Take appropriate action Create reports for cost objects, calculations, and/or variances Object Rate Transaction Cost Capacity Rate Variance GL Drillback Object Assignment Object Contribution Cost Object Listing Object Cost Based on results of analysis, determine if wish to establish new end-result targets Identify planning and simulation criteria Define Budget Constraints Identify Spending Patterns Setup Activities in Jobcode Cost Object Volume Activity Volume Create the planning and simulation data Run Jobstream
Employee Resource
ABM Object Rates Review and/or adjust ledger resource information Adjust Ledger Resource Data Adjust Ledger to Budget Post Information to Performance Ledger EIP (BUS_UNIT_PF_SYNC): Send new or changed business unit information
No
Review and/or audit?
Ledger Resource
ABM Object Variance Rates
If new targets are not reasonable or not achievable, create what-if scenarios and simulate the process changes involved.
Yes
Copy existing?
Yes
Copy an existing AB AM model Copy Existing Model
Data Administrator
Create or update model Define Model Identify Driver Qty Options Bill of Services Bill of Services Activities Define Model Creation Create ABM Models Create Ledger Maps Review objects All Objects Resources Cost Object Target Drivers Activities Cost Objects Object Details
Create or update resources Define Resources Describe Work Group Create Work/Dept Profile Define Capital Charges Create Employee Profile Create Employee Resources
Resources
Map ledger expense data to resources Create Ledger Mapping Rule Map Expense to Data Resource Assign costs from resources to activities?
No
Yes
No
Create or update?
Create or update activities Describe Common Activities Describe ABM Activities Copy Common Activities Activity Volume
Create AB AM object table Request ABM Processing
Activities or Cost Objects
Create drivers to assign dollar amounts from one object to another Define Driver Attributes Define Driver Copy Drivers Define Driver Quantities Define IBU Driver Characteristics Copy IBU Driver Copy Drivers Model to Model
No
Yes
EIP (FINANCIAL_ACTIVITY_FULLSYNC): Send activity definition to Time and Labor
Yes
Assign costs from activities to cost objects? Drivers Delete Drivers Delete IBU Drivers Delete Drivers
EIP (FINANCIAL_ACTIVITY_SYNC): Send added or changed activity information to Time and Labor Delete drivers? Create or update cost objects Define Cost Objects Cost Object Volume No Yes
No
Add pointers?
No
Review model to balance?
Objects
Review AB AM objects All Objects Resources Cost Object Target Drivers Activities Cost Objects Object Details
Yes
192


CRM Common Territory Industry Channel Partners CRM Marketing Leads Marketing List Marketing Campaign Marketing Campaign Wave Channel Activity Channel Instance Channel Medium Offer Discount CRM Sales Sales User Quota Metrics Records Opportunity Contacts Sales Model Sales Team Sales Model Stage Opportunity Header Sales Forecast Competition Information
Add New Object

SCM Common Reason Code Region Code Business Unit Type Support Team Member Sales Person Sales Order SCM Cost Cost Element Cost Overhead Rate Code Cost Version SCM Purchasing Requisition Buyer Purchasing Item Attributes Purch Item Business Unit Item Vendor Location Purchase Order Origin Purchase Order Return Materials Authorization Vendor Return SCM Production Engineering Change Order Engineering Change Order Apprv Production Operation Times Production Areas Work Center SCM Inventory Items Item Type Item Category Codes Item Master Header Family Group Stock Type Package Code Warehouse
Delete Metadata
Yes
No
Yes
Define Allocations
Financial
No
Identify organization specific dimensions, sources, rules, and job associations Fixed Basis Dimensions Sources Rules Rule Set Job Association

Define multi-dimensional processing Create Assignment Rules Define Rule Set Rename Data Rules Associate Ruleset to Job HRMS Common Unit Code Industry Code Setup Geography ID Map Geography ID Map Report Financial Code Account Codes Budget Period Bus Unit Action Type Establishment Codes Action Reason Map Standard Letter Code Duration Group Definition Termination Reason Map Report HRMS Competencies Competencies Accomplishments Competency Types Competency Cluster Role Role Competency Role Accomplishment Competency of Competency Types Competency of Competency Cluster Cluster Compnt Accomplishment Competency Rating Description Person Competency Evaluation School School Education School Type HRMS Training Courses Course Goal-Competency Course Instructors Course Session Course Session Cost Employees General Demand General Demand by Department Training History Training Program Job Codes Training Session Vendor Address Vendor Policy Detail HRMS Compensation Compensation Code Compensation Deduction Map Compensation Earnings Map Compensation GP Pin Map Deduction Frequency Department Budget Ded Dist Department Budget Earn Dist Employee Variable Comp Rate Code Group Code Variable Comp Plan HRMS Employee & Job Personal Data Personal Names National ID Type Personal Data National ID Prior Work Experience Employment Position Job Code Job Code Set Job Tasks Job Code Task Definition Job Code Comp Rate Job Earnings Distribution Disability Health and Safety Data Works Council
Data

Define data loader Set Defaults Define Data Loader Define Group
Load data into the Enterprise Warehouse Run Data Loader Review Error Summary
Set up shared processing?
Define framework?
Type of warehouse?

Create aggregate information based on business unit tress or scenario trees Business Units Scenario Performance Ledger
Create aggregated Performance Ledger information based on calendars Performance Ledger
Create/Update Model
General Ledger
Data Administrator
Critical Data
Common Inventory COGS Ledger ADB Ledger PF Ledger Revenue Time Labor Build Incremental Cube Review and correct common dimension data Budget Period Channel Company Customer Customer Address Department Geography Operating Unit Product Product Category Product Component Product Group Product Price GL Account
Retrieve workforce analytic data?
Review and correct CRM fact data Review and correct? CRM Sales Opportunity Header Opportunity Close Opportunity Sales Rep Opportunity Quote CRM Marketing SFA Leads Lead Tasks Lead Products Opportunity Products Forecast Detail Campaign Metrics CRM Support/Service Call Center Case Call Center Case Detail Case Association Case Audit Resolution Agreement Line Scheduled Tasks Time Log Lines

Map locations to Geography ID codes Setup Geography ID Map Geography ID Map Report
SCM Billing Billing
SCM Common Reason Code Region Code Business Unit Type Support Team Member Sales Person Sales Order Project
SCM Production Engineering Change Order Engineering Change Order Apprv Production Operation Times Production Area Work Center SCM AP Invoice Vendor Vendor Govt Cert Matching Rules Match Exception Voucher AP Disbursements

Review and correct HCM dimension data HRMS Common Budget Period Bus Unit Establishment Codes Account Codes HRMS Absence/Vacation Absence Code Absence Type Employee Time Profile Vacation Bonus Entitlement Vacation Plan Vacation Request Vacation Service Rate Values HRMS Benefits Dependent Data Leave Benefit Enrollments Stock Plans HRMS Employee & Job Personal Data Personal Data Details Personal Names National ID Types Personal Data National IDs Prior Work Experiences Employment Position Job Code Job Task Job Code Task Definition Job Code Comp Rate Job Earnings Distribution Disability Injury Illness Works Council Entitlements Definition HRMS Competencies Competencies Competency Types Competency Hierarchies Competency Cluster Tables Competency of Comp Clusters Accomplishments Accomplishment Clusters Role Competencies Role Accomplishments Competency of Roles Competency Rating Descriptions Person Comp Evaluations Course Goal-Competencies School Types School Codes School Educations HRMS Compensation Deduction Frequency Dept Budget Ded Dist Dept Budget Earn Dist Employee Variable Comp Rate Code Group Code Variable Comp Plan HRMS Salary Review Factors Salary Step Salary Grades Salary Rate Code Salary Plan Salary Matrix Percent Salary Increase Matrix HRMS Workforce Analysis Absence Class Employees General Demand Role Role Accomplishments Role Competencies Role Tasks Role Task Definition Role TaskAccomplishments Role Task-Competencies
HRMS Applicant Applicant Information Applicant Accomplishment Applicant Competencies Applicant Disability Applicants Email
Dimension Data
HRMS Training Courses Course Expenses Course Instructors Course Sessions History Training Session General Demand by Dept Training Program Job Codes Vendor Address Vendor Policy Detail
193
Ledger Mapper
Posting Method? Create engine instance, identify job stream processes , and run sequence Create aggregate info based on business unit trees or scenario trees
All Other
Yes
Yes
Yes
No
Assign rules, define basis and target of the assignment Value Objects
Review assignment processing results Rules
Create assignment rule groups RuleSet
Create or update jobstreams?
No
Associate ruleset to a job Job Association
Update scenario for ledger mapped method?
No
Move data into the performance journal table Processing Messages
Data Administrator
Set tolerances?
No
Reedit corrected data ?
No
Posted in error?
Yes
Yes
Yes No Identify tolerances for editing Job Total Metadata Balance Rules Metadata Re-edit journal entries Re-Edit Journals Re-Edit Journals (ADB) No Review? Yes
Set tolerances?
No
Yes
Yes
Clean up journals Request Journal Clean up Request Clean up (ADB) No
194
Employee
Review and finalize scorecard Set Targets KPI Compare Assign Calendar to Scenario
Create KPI reports KPI by Strategic Initiative KPI and Calc by Model KPI, Target Rules by Model KPI by Perspective KPI Detail KPI Target Rule Values KPI Data Element Values
Data Administrator
No
Special projects or actions?
Yes
195
Setup a profitability data mart Time Dimension Account Tree Account Tree Nodes Setup shared data DataMart Definition Dimension Element Fact Hierarchy Metric Permissions Metric Metadata Report Metadata Review Data Mart Review Elements Review Hierarchy
Type of data mart?
Data Administrator
Analyze Reward Performance
196

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Business Process Maps

Oracles PeopleSoft Enterprise Human Capital Management 9. 1

PeopleSoft Enterprise Recruiting

Human Resource Manager

Evaluate and Select Applicants

Hire and Enable Resources

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

PeopleSoft Enterprise Plan Recruiting

Define Organization Competencies and Accomplishments

Define Recruiting Goals and Measurements

Assess Workforce Competencies

Create Competency Strategy

Human Resource Manager

Analyze Recruiting Processes and Channels

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

PeopleSoft Enterprise Define Recruiting Goals and Measurements

Human Resource Manager

Define strategic goals and measurements

Define Organization Competencies and Accomplishments

Assess Workforce Competencies

Analyze Recruiting Processes and Channels

Analyze Pool of Available Applicants

Need to Create Goals

Special projects or actions?

Human Resource Analyst

EIP (KP_KPI_ASMT_FACTS): Publish KPI information

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

PeopleSoft Enterprise Define Organization Competencies and Accomplishments

Human Resource Specialist

Competency and Qualification Details

Create rating scale models Rating Model

Define competency types Competency Types

National Vocational Qualifications GBR

NVQ Reports NVQ Listing Unit Listing Unit/Element

Define Recruiting Goals and Measurements

Create Competency Strategy

Human Resource Manager

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

PeopleSoft Enterprise Assess Workforce Competencies

Compare an individuals to roles and identify gaps Person to Role

Identify individual's scheduled training Training

Create employee teams?

Need proficiency analysis?

Compare roles to individuals and identify gaps Role to Person

Analyze results of gap and match analysis

Review and approve profiles Approve Profiles

Human Resource Specialist

Create employee teams Create Teams

Review summary of professional training courses Training Summary

Human Resource Manager

Define Organization Competencies and Accomplishments

Create Competency Strategy

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

PeopleSoft Enterprise Create Competency Strategy

Create Compensation Plans "Shortage in Current Competency Requirements"

Review workforce groups Review Workforce Group

Create Compensation Strategy Yes

Human Resource Specialist

Review workforce groups?

Define competency strategy Setup Competency Strategy

Define competency model Setup Competency Model

Create competency strategy Run Competency Strategy

Compare current competency inventory to strategy Run Competency Strategy