Defining EIP Options for Integration to PeopleSoft or Oracle E-Business HRMS

This chapter provides an overview of the integration between PeopleSoft Customer Relationship Management (CRM) and the PeopleSoft or Oracle E-Business Human Resources Management System (HRMS). It discusses how to:

• Define Enterprise Integration Point (EIP) options.

• View human resources-related payroll information on the 360-Degree View page.

Note. The setup information on the Configure Role page determines the data that needs to be brought over from the PeopleSoft or E-Business HRMS.

See Also

Configuring Roles

Understanding the Integration Between PeopleSoft CRM and PeopleSoft or E-Business HRMS

This section discusses:

• Initial Data Load for integration with E-Business HRMS

• EIP message process.

• Request message.

• Response message.

• Inactive worker data.

Initial Data Load for Integration with E-Business HRMS

Part of the initial setup for CRM HelpDesk for Human Resources involves synchronizing certain data between the CRM and HRMS systems. When integrating with E-Business HRMS, data for department, job code, location, person, and workforce must be loaded from the E-Business system into flat files. This data is then loaded into the CRM system using batch processes to read each of the flat files.

EIP Message Process

All search information is stored in the PeopleSoft CRM database. When an agent accesses the 360-Degree View page for a specific employee, a secured synchronous request is sent to PeopleSoft or E-Business HRMS, depending on which system is the source of employee information.

When PeopleSoft or E-Business HRMS validates the request, a response is sent to PeopleSoft CRM, and the information is used to display the 360-degree view of the employee. The EIP message is implemented by a runtime synchronous request and response message. The structure of the request and response message differs depending on which HRMS is being accessed.

Each time an agent accesses an employee record from the 360-Degree View search page, the system triggers a runtime EIP. For security reasons, the information is not saved to the PeopleSoft CRM database.

See Using the 360-Degree View.

Request Message

The system sends a secured synchronous request message from PeopleSoft CRM to the PeopleSoft or E-Business HRMS. The system validates the requestor's information before processing the request.

When integrating to PeopleSoft HRMS, the request message contains this information:

• Authentication cookie.

  A PeopleSoft-provided authentication token for the purpose of single sign on. PeopleSoft CRM transfers this cookie to PeopleSoft HRMS so that it can get a valid user. The system then uses the cookie to validate security access in PeopleSoft HRMS before it provides service.

• EmplID (employee ID) from the 360-Degree View search page.

• As of date.

  The date that is passed for effective-dated components in PeopleSoft HRMS. The default value is %date (today's date). The system can use this date to query information from past dates.

• Language.

  The language that the agent uses to log on to the application. The default value is (%language). PeopleSoft HRMS retrieves information based on the language code in the request for internationalization support.

When integrating to E-Business HRMS, the request message contains this information:

The request message header contains these fields:

• Responsibility Name.

  The value for this is defined on the Call Center page of the User Preferences.

• Responsibility Application Name.

  The value for this is defined on the Call Center page of the User Preferences.

• Security Group.

  The value for this is defined on the Call Center page of the User Preferences.

• Language.

• Organization ID.

  The value for this is defined on the Call Center page of the User Preferences.

The request message input parameters section includes these fields:

• EBS Person ID.

  Note. The EBS Person ID is not the same as the PeopleSoft Person ID.

• Effective Date.

The PeopleSoft system delivers these sections as options on the Define HCM Sections page. You can select or clear these options in the installation setup for your organization as a whole:

• Absence

• Benefits

• Direct Reports

• Job and Position Summary

• Pay Summary

Response Message

The synchronous response from PeopleSoft or E-Business HRMS contains a response to the information provided in the request. When integrating with PeopleSoft HRMS, the system displays all error messages provided by PeopleSoft HRMS (including the denial of access).

Note. You must establish the same user IDs for both PeopleSoft CRM and PeopleSoft or E-Business HRMS as well as grant security access to the information and enable single sign on in PeopleSoft or E-Business HRMS. Depending on the setup in PeopleSoft or E-Business HRMS, a user ID may not have access to all of the information. In that case, the response returned from the Human Resource Management system will contain an error message, such as Secured, for certain information.

Inactive Worker Data

You can configure the system to bring inactive worker statuses into PeopleSoft CRM. The HR HelpDesk Worker 360–Degree View enables you to search for inactive workers. In addition to Active status, PeopleSoft HRMS has 11 worker statuses that you can select from on the Worker Statuses to EIP setup page. Options include Deceased, Retired, and Leave of Absence.

Note. When integrating with E-Business HRMS, all workers, regardless of status, are retrieved.

Loading Initial Data from E-Business HRMS

This section discusses how to load initial data from E-Business HRMS into the CRM system.

Pages Used to Load Initial Data from E-Business HRMS

Loading Initial Data from E-Business Flat Files

Access the EBS HR HelpDesk Data Load page (Set Up CRM, Install, EBS Data Upload, EBS Data Upload).

Data to upload	Select the type of data to be loaded from flat file to PeopleSoft CRM system.
File Name	Specify the name of the flat file containing data from the E-Business HRMS that is to be loaded into the PeopleSoft CRM system.
Run	Click this button to initiate the batch process that will load the data from the specified file.

Use this page to load data for department, job code, location, person, and workforce from the E-Business HR system. Each of the specified types of data must be loaded sequentially into the PeopleSoft CRM system. Note that the data to be loaded for each batch process must be specified in a flat file.

Note. For more information on the E-Business HRMS initial data load process, consult your PeopleSoft CRM Installation Guide.

Defining EIP Options

This section discusses how to:

• Activate and deactivate EIP subscription options.

• Make inactive worker statuses available in PeopleSoft CRM.

See Also

Setting Up the 360-Degree View

Pages Used to Define EIP Options

Activating and Deactivating EIP Subscription Options

Access the Define HCM Sections page (Set Up CRM, Common Definitions, 360–Degree View, Define HCM Sections, Define HCM Sections).

Select the check boxes associated with the sections that you want the system to display on the 360-Degree View page for PeopleSoft HelpDesk for Human Resources. You can define HCM sections for each country where you process payroll.

Note. GP stands for Global Payroll; NA stands for North American Payroll.

See Also

Using the 360-Degree View

Making Inactive Worker Statuses Available In PeopleSoft CRM

Access the Worker Statuses to EIP page (Set Up CRM, Common Definitions, Integration Rules, Integration Defaults, Worker Statuses, Worker Statuses).

Use this page when integrating with PeopleSoft HCM to define by status which workers to bring into the CRM system. Select all of the check boxes associated with the worker statuses that you want to make available in PeopleSoft HelpDesk for Human Resources.

The system creates workers with the statuses that you selected. This information is available to agents on both the PeopleSoft HelpDesk for Human Resources Case search page and the PeopleSoft HelpDesk for Human Resources 360-Degree View page.

Viewing Human Resources-Related Payroll Information on the 360-Degree View Page

This section discusses how to:

• View the HR HelpDesk worker 360-Degree view.

• View the job and position summary.

• View the pay summary.

• View the payment total.

• View absences.

• View benefits.

• Viewing new action links and security roles.

Page Used to View Human Resources-Related Payroll Information on the 360-Degree View Page

Viewing the HR HelpDesk Worker 360-Degree View

From the 360-Degree View page in PeopleSoft HelpDesk for Human Resources you can view fields and country-specific information for the Job and Position Summary, Pay Summary, and Benefits sections.

The PeopleSoft system also provides the ability to show the final paycheck for a terminated or retired employee on the 360–Degree View page.

Using Active Analytics Framework (AAF), functional users can create policies that identify and mark HelpDesk for Human Resources cases as secured when users save cases and the terms of the condition are met. To accomplish this, the system displays a Secured Case check box next to the Resolved by First Contact check box on the Configure Call Center Case Update Action policy page.

The 360-Degree View page also enables agents to distinguish between a person’s paycheck and benefits as they relate to the person’s assignments and relationship to the company. To enable help desk agents using the HelpDesk for Human Resources application to view IT help desk cases that are associated to assets for a given worker, the system displays a Help Desk Cases node on the HR HelpDesk Worker 360-Degree View page.

Fields in the Authorized Cases section on the 360-Degree View page are laid out to better reflect the importance of the fields to an agent. The system provides users with the ability to access a worker’s historical, current, and future job record on the Worker component.

So that agents can only access the information that they have permission to view, PeopleSoft extended the 360 EIP to include row-level security. Rather than maintaining a second layer of security in the CRM setup pages, you only have to set up this security once. Using the Configure Roles page, you have the ability to make HR sections and subsections configurable in the HR HelpDesk Worker 360-Degree View page.

See Also

Working with Active Analytics Framework

Setting Up the 360-Degree View

Viewing Job and Position Summary

The Job and Position Summary section provides agents with a summary of the caller’s job data to answer common questions about an employee’s job title, location, or status.

This table describes some of the common fields that are shown in the Job and Position Summary section:

If appropriate, the system automatically hides fields that are not used outside of North America. Some available fields are commonly used only in France, such as Paid Hours and Paid Work Period.

Here is an example of the Job and Position Summary (France) section from the Human Resources HelpDesk (HRHD) Worker 360-Degree View page (when integrating to PeopleSoft HCM).

The Person Type field (Organizational Relationship) enables agents to distinguish among a contingent worker, employee, or person of interest (POI) in the Job and Position Summary section for each of a worker's jobs in the scroll area.

Here is an example of the Job and Position Summary (United Kingdom) section from the Human Resources HelpDesk (HRHD) Worker 360-Degree View page (when integrating to PeopleSoft HRMS).

Here is an example of the Job and Position Summary section from the Human Resources HelpDesk (HRHD) Worker 360-Degree View page (when integrating to Oracle E-Business HRMS).

This table describes the fields used in the Job and Position Summary section:

Viewing Pay Summary

The Pay Summary section provides an agent with a summary of an employee's last confirmed paycheck. The help desk agent uses the Pay Summary section to answer common questions about the caller’s net pay, taxes, and withholding amounts.

When integrating with PeopleSoft HRMS, the system displays the Withholding Option section only for North American Payroll (U.S. and Canada) customers. This section includes the number of withholding allowances, special state tax information, additional percentages withheld, and additional amounts withheld at both the state and provincial and the federal levels.

To enhance PeopleSoft Enterprise Global Payroll, new common fields as well as new fields for country extensions (U.K. and France) were added. PeopleSoft HRMS determines which global fields are sent in the 360 Response message.

Here is an example of the Pay Summary (France) section from the Human Resources HelpDesk (HRHD) Worker 360-Degree View page (when integrating to PeopleSoft HRMS).

Here is an example of the Pay Summary (U.K.) section from the Human Resources HelpDesk (HRHD) Worker 360-Degree View page (when integrating to PeopleSoft HRMS).

Here is an example of the Pay Summary section from the Human Resources HelpDesk (HRHD) Worker 360-Degree View page (when integrating to E-Business HRMS).

This table describes the fields that represent common fields versus country-specific fields in the Pay Summary section:

Viewing Payment Total

The system also displays the Payment Total section as a subsection of the Pay Summary when the employee’s pay summary flag equals Payroll North America (PNA) or Global Payroll (GP). For Global Payroll, the group box label is called Payment Total since paycheck is not a commonly used term in Europe.

Here is an example of the Payment Total (France) section from the Human Resources HelpDesk (HRHD) Worker 360-Degree View page (when integrating to PeopleSoft HRMS).

Here is an example of the Payment Total (UK) section from the Human Resources HelpDesk (HRHD) Worker 360-Degree View page (when integrating to PeopleSoft HRMS).

Note that Check Total for Payroll North America is relabeled to Payment Total for Global Payroll, and the rows that an agent may see vary based on how you configure your Global Payroll application.

Here is an example of the Payment Total section from the Human Resources HelpDesk (HRHD) Worker 360-Degree View page (when integrating to E-Business HRMS).

This table describes the fields used in the Payment Total section:

Viewing Absences

With the introduction of Global Payroll to the 360-Degree View, it is common for employees to call the help desk with questions about absence accruals and balances. European countries track more absence types than the U.S. typically tracks.

Furthermore, customers need the ability to tailor the absence section to meet their individual country's needs. PeopleSoft HRMS offers absence management as a separate product; therefore, the Absence section is a separate section in the 360-Degree View page, and it has no ties to the Pay Summary section.

Here is an example of the Absence (U.K.) section from the Human Resources HelpDesk (HRHD) Worker 360-Degree View page (when integrating to PeopleSoft HRMS).

Here is an example of the Absence (France) section from the Human Resources HelpDesk (HRHD) Worker 360-Degree View page (when integrating to PeopleSoft HRMS).

Here is an example of the Absence section from the Human Resources HelpDesk (HRHD) Worker 360-Degree View page (when integrating to E-Business HRMS).

Requirements for Absence

Using the 360–Degree View configuration, you can enable or disable the Absence section on the 360–Degree View page. When integrating to PeopleSoft HRMS, the 360–Degree View page can display the Absence section with or without payroll data for both Payroll North America and Global Payroll.

The absence configuration defined in PeopleSoft HRMS determines how columns are labeled in the Absence grid. You can, however, configure the section name as the terminology varies from country to country (for example, Absence, Leave, and so on).

The 360-Degree View page subscribes to and displays the following fields:

Viewing Benefits

The Benefits Information section provides the help desk agent with a summary of the caller’s benefits to help them answer common questions about health plans, level of coverage, contributions to a savings plan, and coverage for dependents and beneficiaries.

Here is an example of the Benefits section from the Human Resources HelpDesk (HRHD) Worker 360-Degree View page (when integrating to PeopleSoft HRMS).

Here is an example of the Benefits section from the Human Resources HelpDesk (HRHD) Worker 360-Degree View page (when integrating to E-Business HRMS).

The Benefits grid contains information regarding the individual's coverage. The Dependents/Beneficiaries grid contains information regarding the coverage for the individual's dependents and beneficiaries.

This information comes from E-Business HRMS or from the PeopleSoft HRMS Base Benefits module. When using PeopleSoft HRMS, data is available to support the U.K. and France. The U.K. currently uses the Base Benefits module to manage benefit enrollment for employees.

Direct Reports

Here is an example of the Direct Reports section from the Human Resources HelpDesk (HRHD) Worker 360-Degree View page (when integrating to E-Business HRMS).

United Kingdom Requirements

For UK customers, the system displays Company Car in the Benefits sections. The system displays the attributes of the car, such as make and model, if the attributes are included in the 360 Sync Response message.

Here is an example of the Benefits and Direct Reports (U.K.) section from the Human Resources HelpDesk (HRHD) Worker 360-Degree View page (when integrating to PeopleSoft HRMS).

Requirements for France

Since France does not use Base Benefits to manage employee benefits enrollments, the system does not display information in the Benefits Information section. Instead, it displays this message: No Benefits Information exists for this person.

Here is an example of the Benefits and Direct Reports (France.) section from the Human Resources HelpDesk (HRHD) Worker 360-Degree View page (when integrating to PeopleSoft HRMS).

Viewing New Action Links and Security Roles

Agents use action links when the information on the Worker 360-Degree View page is insufficient to answer the caller’s questions. The agent can create a case for the caller and transfer to the pages in PeopleSoft or E-Business HRMS directly from the case to find additional HR-related information.

With the introduction of Global Payroll, PeopleSoft CRM added new action links to the interface with PeopleSoft HRMS versions 8.9 and above. This table lists the action links associated with PeopleSoft Global Payroll information:

The system displays the action links on the Case page based on the agent’s security access. If the agent doesn’t have access, the system does not display the link in the action category drop-down list box.