PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Administer Training

(ESP) Managing Tripartite Foundation Communications

This chapter provides an overview of Tripartite Foundation communications management and discusses how to:

Define Tripartite Foundation data.
Define Tripartite Foundation course and session data.
Calculate Tripartite Foundation training credit.
Set up employees for Tripartite Foundation reporting.
Generate Tripartite Foundation XML files.

Understanding Tripartite Foundation Communications Management

The Spanish Tripartite Foundation for Training (formerly known as FORCEM) is the public body in charge of continuing training for the employees of Spanish companies. The Tripartite Foundation manages the training actions within companies (demand-side training). Training actions include continuing training plans and individual training leave (PIF).

Companies plan and manage demand-side training of their workers while workers must take the initiative to request leave for training. Legal representatives of workers must exercise their workers rights to training participation and information as outlined in current Spanish rules and regulations. Therefore, in regard to continuing training, government intervention is restricted to the monitoring and follow-up of continuing training.

Companies planning to provide continuing training automatically receive a credit to finance it, so it is necessary to communicate information regarding any continuing training to the Tripartite Foundation. This communication is achieved through XML files uploaded through the Tripartite Foundation's web page: www.fundaciontripartita.org. The possible files for communication are:

Communication of beginning of groups (Carga masiva de Grupos formativos: XML para un grupo o varios grupos).
List of participants (Carga masiva de participantes: Datos de participantes)
Communication of end of group (Company) (Finalización Grupos Formativos: XML Bonificadas).
Communication of end of group (Organizing Entity) (Finalización Grupos Formativos: XML Organizadoras).

Delivered XML Nodes for Tripartite Foundation Reporting

Human Resources for Spain delivers XML file structures for Tripartite Foundation communication management functionality. You can also define your own XML file structures through this component by creating additional nodes and relating them to each other.

Delivered XML Templates for Tripartite Foundation Reporting

Human Resources for Spain delivers four different types of communications for Tripartite Foundation reporting. Use the XML Template Table component to define templates for the types of communication that you use for XML file generation. You can define as many XML templates as necessary to meet your company needs. Human Resources for Spain delivers as system data the following XML templates:

XML Template	Description
FORCEM-Beginning of groups	Used to communicate beginning of new training sessions.
FORCEM-List of participants	Used to communicate list of course participants.
FORCEM-End groups (Org.Entity)	Used to communicate the end of a training session for organizing entities only.
FORCEM-End groups (Company)	Used to communicate the end of a training session for companies.

Defining Tripartite Foundation Data

This section provides an overview of Tripartite Foundation data and discusses how to:

Define reduction percentages.
Define maximum bonus amounts.
Define private contribution percentages.

To define Tripartite Foundation data, use the Tripartite Foundation Data ESP (TRN_T_TRI_DATA_ESP) component.

Understanding Tripartite Foundation Data

The Tripartite Foundation assigns an annual budget for training that companies use to fund continuing training for their employees. This budget depends on the professional training quote deposited by the company in the previous year and the number of employees.

We deliver the following Tripartite Foundation setup data:

Reduction percentages and average reduction per employee (new companies or new centers).
Reduction by type of training and level (maximum bonus amounts).
Percentages to calculate the private contribution.

Pages Used to Define Tripartite Foundation Data

Page Name	Definition Name	Navigation	Usage
Reduction Percentages	TRN_T_DATA1_ESP	Set Up HRMS, Product Related, Enterprise Learning, Tripartite Foundation Data ESP, Reduction Percentages	Define reduction percentages.
Maximum Bonus Amount	TRN_T_DATA2_ESP	Set Up HRMS, Product Related, Enterprise Learning, Tripartite Foundation Data ESP, Maximum Bonus Amount	Define maximum bonus amounts.
Private Contribution	TRN_T_DATA3_ESP	Set Up HRMS, Product Related, Enterprise Learning, Tripartite Foundation Data ESP, Private Contribution	Define private contribution percentages.

Defining Reduction Percentages

Access the Reduction Percentages page (Set Up HRMS, Product Related, Enterprise Learning, Tripartite Foundation Data ESP, Reduction Percentages).

Average Bonus by worker

Enter the amount of money the company receives per employee for the purposes of continuing training.

Use this field when managing new companies or new work centers.

Minimum Workers and Maximum Workers

Use these fields to enter a range of the number of employees.

Current Percent

Enter the percentage associated with each range of number of employees. The system uses this percentage to calculate the current credit for a company based on the credit received in the previous year.

Note. PeopleSoft Enterprise Human Resources delivers this page populated with values based on current Spanish regulations.

Defining Maximum Bonus Amounts

Access the Maximum Bonus Amount page (Set Up HRMS, Product Related, Enterprise Learning, Tripartite Foundation Data ESP, Maximum Bonus Amount).

Use this page to enter maximum bonus amounts for each training method type.

Method Type	Enter the method of training delivery. Valid values are: Presential, Long Distance, and Internet.
Basic Level Amount	Enter the basic level maximum amount.
High Level Amount	Enter the high level maximum amount.

Note. PeopleSoft Enterprise Human Resources delivers this page populated with values based on current Spanish regulations.

Defining Private Contribution Percentages

Access the Private Contribution page (Set Up HRMS, Product Related, Enterprise Learning, Tripartite Foundation Data ESP, Private Contribution).

Use this page to enter the minimum percentages used to calculate the private contribution of companies toward the training of their workers.

Minimum Workers and Maximum Workers	Use these fields to enter a range of the number of employees.
Current Percent	Enter the percentage associated with each range of number of employees.

Defining Tripartite Foundation Course and Session Data

This section discusses how to:

Define training actions and groups.
Define session data.
Define presential training details.
Define long distance training details.
Define internet training details.
Define training costs.

To define Tripartite Foundation course and session data, use the Training Actions Groups ESP (TRN_T_ACTN_GRP_ESP) and Session Data Tripar Foundt ESP (TRN_T_SESN_DAT_ESP) components.

Pages Used to Define Tripartite Foundation Course and Session Data

Page Name	Definition Name	Navigation	Usage
Training Actions Groups ESP	TRN_T_ACTN_GRP_ESP	Set Up HRMS, Product Related, Enterprise Learning, Training Actions Groups ESP	Define training actions and groups.
Session Data Tripartite	TRN_T_SES_DATA_ESP	Enterprise Learning, Define Course/Cost Details, Session Data Tripar Foundt ESP, Session Data Tripartite	Define session data.
Presential	TRN_T_PRE_MTH_ESP	Enterprise Learning, Define Course/Cost Details, Session Data Tripar Foundt ESP, Presential	Define presential training details.
Long Distance	TRN_T_LDIS_MTH_ESP	Enterprise Learning, Define Course/Cost Details, Session Data Tripar Foundt ESP, Long Distance	Define long distance training details.
Internet	TRN_T_INTE_MTH_ESP	Enterprise Learning, Define Course/Cost Details, Session Data Tripar Foundt ESP, Internet	Define internet training details.
Training Costs	TRN_T_SES_COST_ESP	Enterprise Learning, Define Course/Cost Details, Session Data Tripar Foundt ESP, Training Costs	Define training costs.

Define Training Actions and Groups ESP

Access the Training Actions Groups ESP page (Set Up HRMS, Product Related, Enterprise Learning, Training Actions Groups ESP, Training Actions Groups ESP).

Use this page to create training actions and associate training groups with them.

Defining Session Data

Access the Session Data Tripartite page (Enterprise Learning, Define Course/Cost Details, Session Data Tripar Foundt ESP, Session Data Tripartite).

Training Action

Select a training action for the course session.

Training Group

Select a training group for the course session.

Finished

Select to indicate that the session has been completed. When you select this check box, the Training Costs page becomes available.

Private Contribution

Select to indicate that the company contributes to the training of its workers.

Basic

Select to indicate that the level of the training group is basic.

High

Select to indicate that the level of the training group is high.

Company

Select to indicate that the training is presented by a company.

Organizing Entity

Select to indicate that the training is presented by an organizing entity.

Studies Center

Select to indicate that the training is presented by a studies center.

High Priority Members

Indicates the number of high priority members attending the session. You can modify this field.

Students/Session

Indicates the number of students participating in the session. You can modify this field.

Responsible ID

Enter the ID of the primary point of contact for the session.

Defining Presential Training Details

Access the Presential page (Enterprise Learning, Define Course/Cost Details, Session Data Tripar Foundt ESP, Presential).

Vendor

Enter the ID of the vendor of the training session along with its Certificado de Identificación Fiscal (CIF).

Facility

Enter the ID of the facility in which the training will occur along with its CIF.

Days of Week

Select a check box next to the days of the week on which the training will be offered.

Start\End Times Morning	Enter the start and end times for the morning portion of the training session.
Start\End Times Evening	Enter the start and end times for the evening portion of the training session.
Training Hours	Enter the total number of hours for the training session.

Defining Long Distance Training Details

Access the Long Distance page (Enterprise Learning, Define Course/Cost Details, Session Data Tripar Foundt ESP, Long Distance).

Instructor

Enter the IDs of the instructors associated with the long distance session along with the number of hours for which they are scheduled.

Note. The remaining fields on this page are identical to those on the Presential page.

See Defining Presential Training Details.

Defining Internet Training Details

Access the Internet page (Enterprise Learning, Define Course/Cost Details, Session Data Tripar Foundt ESP, Internet).

Start Date and End Date

Enter the dates on which the internet course starts and ends.

Note. The remaining fields on this page are identical to those found on the Presential and Long Distance pages.

See Defining Presential Training Details, Defining Long Distance Training Details.

Defining Training Costs

Access the Training Costs page (Enterprise Learning, Define Course/Cost Details, Session Data Tripar Foundt ESP, Training Costs).

Note. This page is available in the component only if you select the Finished check box on the Session Data Tripartite page.

Company Data - Spain

Company

Enter the company incurring the training cost.

If you select the Company check box on the Session Data Tripartite page, the Training Costs page allows you to enter information for only one company. If you select the Organizing Entity check box on the Session Data Tripartite page, the Training Costs page allows you to enter information for multiple companies.

Students

Enter the number of students who attended the training.

Calculate

Click to calculate the training costs and display them in the Calculate Costs group box. This button becomes available only after you enter values in all of the fields in the Costs group box.

Costs

Enter the direct costs, associated costs, and personnel costs incurred by the company for the training. You must enter a value in all three fields to make the Calculate button available.

Calculate Costs

After you click the Calculate button, this group box displays the various costs associated with the training.

Reduction Amount

Use this group box to enter any reduction amounts applied to the training costs.

Month and Year	Enter the month and year of the reduction amount.
Amount	Enter the total amount of the reduction.
Reported	Select to indicate that the reduction amount has been reported to the Tripartite Foundation through a FAN file.

Calculating Tripartite Foundation Training Credit

This section discusses how to calculate training credit for companies.

To calculate training credit, use the Company Training Credit ESP (TRN_T_SIMU_CRD_ESP) component.

Page Used to Calculate Tripartite Foundation Training Credit

Page Name	Definition Name	Navigation	Usage
Company Training Credit ESP	TRN_T_SIMU_CRD_ESP	Enterprise Learning, Define Course/Cost Details, Company Training Credit ESP, Company Training Credit ESP	Calculate training credit for companies.

Calculate Training Credit for Companies

Access the Company Training Credit ESP page (Enterprise Learning, Define Course/Cost Details, Company Training Credit ESP, Company Training Credit ESP).

Setting Up Employees for Tripartite Foundation Reporting

This section discusses how to:

Define Tripartite Foundation employee data.
Enroll employees in training sessions.

To set up employees for Tripartite Foundation reporting, use the Employee Tripartite Data ESP (TRN_T_EMP_DATA_ESP) and Enroll Individually (COURSE_ENROLLMENT1) components.

Pages Used to Define Tripartite Foundation Employee Data

Page Name	Definition Name	Navigation	Usage
Employee Tripartite Data ESP	TRN_T_EMPL_DAT_ESP	Enterprise Learning, Define Course/Cost Details, Employee Tripartite Data ESP, Employee Tripartite Data ESP	Define employee data.
Enroll Individually	COURSE_ENROLLMENT	Enterprise Learning, Student Enrollment, Enroll Individually, Enroll Individually	Enroll employees in training sessions.

Define Employee Data

Access the Employee Tripartite Data ESP page (Enterprise Learning, Define Course/Cost Details, Employee Tripartite Data ESP, Employee Tripartite Data ESP).

Functional Area

Select the employee's functional area. Valid values are: Administration, Commercial, Maintenance, Management, and Production.

Category

Select an employment category. Valid values are:

Manager

Middle Level Manager

No Qualified Worker

Qualified Worker

Technical

Education Level

Select the employee's education level. Valid values are:

FPI, FPII or Equivalent

Major Eng or Bachelor's degree (major engineering or bachelor's degree)

Others

Primary Studies, EGB or eqival (primary studies, educación general básica, or equivalent)

Tech Archicht/Enginr, Tech Schl (technical architect/engineer, technical scholar)

Without Studies

High Priority Member

Select to indicate that the employee is a high priority member.

Other Qualifications

Enter any additional qualifications for the employee.

Enrolling Employees in Training Sessions

Use the Enroll Individually page to enroll employees in training sessions.

See Enrolling Individual Students.

Generating Tripartite Foundation XML Files

This section discusses how to:

Create XML file IDs.
Select courses for XML file IDs.
Print Tripartite XML files.
Confirm Tripartite XML files.
Delete Tripartite XML files.

To generate Tripartite Foundation XML files, use the Create Tripartite XML Id ESP (TRN_T_CRTE_XML_ESP), Print Tripartite XML File ESP (TRN_T_PRINT_ESP), Confirm Triprtite XML File ESP (XML_CONFIRM_ESP), and Delete Tripartite XML File ESP (XML_RC_DELETE) components.

Pages Used to Generate Tripartite Foundation XML Files

Page Name	Definition Name	Navigation	Usage
Create Tripartite XML Id ESP - Definition	TRN_T_DFN_XML1_ESP	Enterprise Learning, Training Reports, Create Tripartite XML Id ESP, Definition	Create XML file IDs.
Create Tripartite XML Id ESP - Population	TRN_T_CRTE_XML_ESP	Enterprise Learning, Training Reports, Create Tripartite XML Id ESP, Population	Select courses for XML file IDs.
Print Tripartite XML ESP	XML_RC_ESP	Enterprise Learning, Training Reports, Print Tripartite XML ESP. Print Tripartite XML ESP	Print Tripartite XML files.
Confirm Trip End XML File ESP	XML_CONFIRM_ESP	Enterprise Learning, Training Reports, Confirm Triprtite XML File ESP, Confirm Trip End XML File ESP	Confirm Tripartite XML files.
Delete Tripartite XML File ESP	XML_RC_ESP	Enterprise Learning, Training Reports, Delete Tripartite XML File ESP, Delete Tripartite XML File ESP	Delete Tripartite XML files.

Creating XML File IDs

Access the Create Tripartite XML Id ESP - Definition page (Enterprise Learning, Training Reports, Create Tripartite XML Id ESP, Definition).

Description

Enter a description of the XML file ID.

Template Type

Select a template type for the XML file ID. Valid values are: Beginning of groups, End groups (Company), End groups (Org.Entity), and List of participans.

Selecting Courses for XML File IDs

Access the Create Tripartite XML Id ESP - Population page (Enterprise Learning, Training Reports, Create Tripartite XML Id ESP, Population).

Filter Data

Enter a date range and click the Search button. For that date range, the training sessions you defined using the Session Data Tripar Foundt ESP component appear in the Courses group box.

Course

Select the check box next to the training sessions you want to add to the XML File ID.

Printing Tripartite XML Files

Access the Print Tripartite XML ESP page (Enterprise Learning, Training Reports, Print Tripartite XML ESP, Print Tripartite XML ESP).

Template Type

Select template types for the XML file generation process. Valid values are: FORCEM-Beginning of groups, FORCEM-End groups (Company), FORCEM-End groups (Org.Entity), and FORCEM-List of participans.

XML File Id

Enter the XML File IDs that you want to include in the XML file generation process.

File Path

Enter the directory in which the system stores the generated XML files.

File Name

Enter the names of the files that the XML file generation process generates. The system adds the .xml extension to the file name you specify.

Confirming Tripartite XML Files

Access the XML Confirm page (Enterprise Learning, Training Reports, Confirm Triprtite XML File ESP, Confirm Triprtite XML File ESP).

Confirm All

Click to change the node status of all courses listed on the page to XML Sent Confirmed.

Unconfirm All

Click to change the node status of all courses listed on the page to Data OK.

Node Status

Select the status of the course. Values are:

Data OK: Indicates that the data for this course was successfully generated. A course with this node status can be selected again on the Create Tripartite XML Id ESP - Population page.
XML Sent Confirmed: Indicates the course was included in an XML file that was sent to the Tripartite Foundation. When you save a course with this node status, you cannot select it again on the Create Tripartite XML Id ESP - Population page.

Deleting Tripartite XML Files

Access the Delete Tripartite XML File ESP page (Enterprise Learning, Training Reports, Delete Tripartite XML File ESP, Delete Tripartite XML File ESP).

Use this page to delete XML files you have previously generated.

Template Type	Select template types for the XML file deletion process. Valid values are: FORCEM-Beginning of groups, FORCEM-End groups (Company), FORCEM-End groups (Org.Entity), and FORCEM-List of participans.
XML File Id	Enter the XML File IDs that you want to include in the XML file deletion process.

Company	Displays the company for which you are calculating training credit.
Fiscal Code	Displays the fiscal code associated with the company.
Year	Displays the year for which your are calculating training credit.
New Company	Select to calculate the training credit for a new company. When you select this check box, the Average Workers Previous Year field becomes unavailable and the Hire Workers field becomes available and required for calculation.
New Center	Select to indicate that the company created one or more new work centers during the calendar year for which you are calculating training credit. When you select this check box, the Hire Workers field becomes available and required for calculation.
Average Workers Previous Year	Enter the average number of workers employed by the company during the year for which you are calculating training credit.
Hire Workers	Enter the number of workers hired by the company during the year for which you are calculating training credit.
Calculate	Click to calculate the training credit that the company should receive for the year.

Professional Training Quote	Indicates the professional training quote deposited by the company in the previous year. You can modify this amount.
Reduction Pct	Indicates the reduction percentage applied to the professional training quote. The system derives this percentage based on the number you enter in the Average Workers Previous Year field.
Credit Finance Training Action	Indicates the calculated credit to finance training actions.
Credit Already Used	Indicates any credit already used by the company for the year. This field is unavailable for editing if you have PeopleSoft Enterprise Global Payroll for Spain installed.
Training Credit Pending	Indicates the amount of pending training credit. This number represents the amount of credit to finance training actions minus the credit already used.

Training Action	Select a training action for the course session.
Training Group	Select a training group for the course session.
Finished	Select to indicate that the session has been completed. When you select this check box, the Training Costs page becomes available.
Private Contribution	Select to indicate that the company contributes to the training of its workers.
Basic	Select to indicate that the level of the training group is basic.
High	Select to indicate that the level of the training group is high.
Company	Select to indicate that the training is presented by a company.
Organizing Entity	Select to indicate that the training is presented by an organizing entity.
Studies Center	Select to indicate that the training is presented by a studies center.
High Priority Members	Indicates the number of high priority members attending the session. You can modify this field.
Students/Session	Indicates the number of students participating in the session. You can modify this field.
Responsible ID	Enter the ID of the primary point of contact for the session.

Functional Area	Select the employee's functional area. Valid values are: Administration, Commercial, Maintenance, Management, and Production.
Category	Select an employment category. Valid values are: Manager Middle Level Manager No Qualified Worker Qualified Worker Technical
Education Level	Select the employee's education level. Valid values are: FPI, FPII or Equivalent Major Eng or Bachelor's degree (major engineering or bachelor's degree) Others Primary Studies, EGB or eqival (primary studies, educación general básica, or equivalent) Tech Archicht/Enginr, Tech Schl (technical architect/engineer, technical scholar) Without Studies
High Priority Member	Select to indicate that the employee is a high priority member.
Other Qualifications	Enter any additional qualifications for the employee.

Description	Enter a description of the XML file ID.
Template Type	Select a template type for the XML file ID. Valid values are: Beginning of groups, End groups (Company), End groups (Org.Entity), and List of participans.

Template Type	Select template types for the XML file generation process. Valid values are: FORCEM-Beginning of groups, FORCEM-End groups (Company), FORCEM-End groups (Org.Entity), and FORCEM-List of participans.
XML File Id	Enter the XML File IDs that you want to include in the XML file generation process.
File Path	Enter the directory in which the system stores the generated XML files.
File Name	Enter the names of the files that the XML file generation process generates. The system adds the .xml extension to the file name you specify.