Defining Your Operational Structure

This chapter provides an overview of the PeopleSoft table setup procedure and discusses how to:

• Set up your general business environment.

• Define common definitions.

• Set up user preferences.

• Set up security.

• Set up the Verity search engine.

Understanding PeopleSoft Table Setup

PeopleSoft applications rely on tables to store your business transactions as well as the structure and processing rules that drive your system. Before you start, set up your basic framework using the pages in PeopleTools . If you are integrating with PeopleSoft Pay/Bill Management, some of this framework should be defined first in other core Financials or HCM applications. You should work closely with administrators from your human resource and financials areas as you prepare to populate these tables.

Because of the relational design of PeopleSoft applications, the order in which you make important decisions about using the application is not necessarily the order in which you use the online pages to set up the database tables. Certain tables work as a group when you make processing or implementation decisions; therefore, you must establish data in some tables before others.

Setting Up Your General Business Environment

To set up your business environment, use the TableSet Control (SETID_TBL) and Staffing Branch (FO_BRANCH_TBL) components.

Your implementation team must decide how to classify your organization's data in Staffing Front Office. This involves determining how to define your TableSet sharing. This section provides an overview of TableSet sharing and discusses how to:

• Establish TableSet IDs.

• Set up uniform resource locators (URLs).

• Set up branches.

• Set up Project Costing business units.

See Also

Defining Staffing Installation Options

Understanding TableSet Sharing

TableSet sharing is a way to share common information among business units. The key to sharing that information is defining what data is available under specific circumstances. To do this, PeopleSoft uses setIDs. TableSet sharing consists of assigning setIDs to specific record groups.

PeopleSoft Staffing Front Office provides several record groups for business unit and setID functionality.

Record groups ensure that TableSet sharing is applied consistently across related tables and views in your system. A record group can contain a single table or many tables and views. Because table sharing is defined by a record group and not by individual tables, you do not need to know every table that is involved in a particular function, such as establishing customers.

For example, mapping a new setID to record group FO_01 links that setID to all views and tables that are contained in that record group. PeopleSoft delivers your Staffing Front Office system with all tables and views assigned to record groups.

Note. Set up TableSet controls if you are sharing data across business units. If you are integrating with PeopleSoft Pay/Bill Management, the setIDs used for customers, vendors, departments, and rates must match the setIDs used within the Financials and HRMS databases.

Branches

Branches offer your organization a structuring device through which you can implement PeopleSoft Staffing Front Office based on how your business is organized. Your branches might be companies, subsidiaries, divisions, departments, or branch offices within your organization.

Each branch is actually a separate part of your organization. For example, you might have a southwest staffing branch and a southeast staffing branch for temporary resources.

When you establish branches in Staffing Front Office, be aware that no predefined definitions exist; use the branch organizational level in the ways most useful to you.

URL Maintenance

Staffing Front Office enables you to interact with your intranet and the Internet. Some functions in Staffing Front Office draw upon stored uniform resource locators (URLs) or web site addresses. URLs are used, for example, by the attachment function and to check stock quotes. You can add other URLs to accommodate future enhancements.

Pages Used to Set Up Your General Business Environment

Establishing TableSet IDs

Access the TableSet Control page (PeopleTools, Utilities, Administration, TableSet IDs).

Warning! TableSet IDs must be five characters long to avoid affecting system performance.

Setting Up URLs

Access the URL Maintenance page (PeopleTools, Utilities, Administration, URLs).

Setting Up Branches

Access the Staffing Branch page (Set Up Financials/Supply Chain, Product Related, Staffing, General, Branch/BU Mapping).

Branch	Select the ID of the staffing branch.
Description and Short Description	Enter the name of the branch or region. The system uses this value on reports, and on your internal website if you publish orders.
Fixed Cost Margin	Enter the average overhead percentage rate for this branch, not including workers' compensation. The system uses this percentage to calculate the margin for your assignments. This value appears by default in the Order Margin estimator.
Rate Type	Select the rate type that you want to use for this branch.

Note. You must set up TableSet controls if you share data across business units.

Business Unit Mapping

Setting Up PeopleSoft Project Costing Business Units

Staffing orders are keyed by PeopleSoft Project Costing business units—even if you are not using PeopleSoft Project Costing. You must set up PeopleSoft Project Costing business units and map the staffing branches to the corresponding PeopleSoft Project Costing business unit. If you have PeopleSoft Staffing Front Office without PeopleSoft Pay/Bill Management, this is the only PeopleSoft Project Costing related configuration you must complete.

See Defining Project Business Units.

Defining Common Definitions

This section discusses how to:

• Set up automatic numbering.

• Define rate types.

• Add or review country descriptions.

• Add or review state or province codes.

• Add or update currency codes.

• Assign national ID types.

Pages Used to Define Common Definitions

Setting Up User Preferences

To set up user preferences, use the Staffing (OPR_DEF_TABLE_FO) component.

User preferences are a way to set up default values that facilitate faster data entry into transaction tables. The users can override these default values on the application pages.

This section discusses how to:

• Set up staffing general user preferences.

• Set up user preferences for job data.

Pages Used to Set Up Staffing User Preferences

Setting Up Security

To set up security, use the following components:

• Department (DEPARTMENT)

• Staffing Department Security (SCRTY_TABL_DEPT)

• Unit by Permission List (SEC_BU_CLS)

• Unit by User ID (SEC_BU_OPR)

• TableSet by Permission List (SEC_SETID_CLS)

• TableSet by User ID (SEC_SETID_OPR)

• Security Views (SECURITY_VIEWS)

You can grant access to a department, setID, or business unit using permission lists or user IDs. The pages that you use to define security using permission lists or user IDs work the same way. We discuss security for setIDs and business units in the PeopleSoft Enterprise Application Fundamentals 9.1 PeopleBook. Department security is specific to PeopleSoft Staffing Front Office.

This section provides an overview of security and discusses how to:

• Create a departmental reporting structure.

• Assign users permission lists.

• Grant access to a business unit using a permission list.

• Grant access to a business unit using a user ID.

• Grant access to a setID using a permission list.

• Grant access to a setID using a user ID.

• Define security types for each view of your system.

• Apply security options.

Understanding Security

This section discusses:

• Department security.

• Business unit and setID security.

Department Security

You must assign every applicant and employee who is entered in PeopleSoft Staffing Front Office to a department. Associating a department with an employee is necessary for payroll processing and data security. All PeopleSoft users have individual security profiles that define the data that they can view or update.

You cannot access information about applicants or employees if you have not completed department security correctly.

These items must be set up for department security to work correctly:

• Department table.

• Department tree.

• Department security table.

Your security administrator should set up the department security tree using PeopleSoft Tree Manager and department security tables. Departments are setID-driven.

To enable data entry for applicants and employees, assign the user permission lists to the appropriate level in the security tree. The users with a particular permission list have access to that department's data and all data that falls underneath the department in the department tree.

Place departments on a department tree in your organization's appropriate reporting structure. You do so to ensure that the correct people at each level access the correct data.

To enter and retrieve applicant and employee data in PeopleSoft Staffing Front Office, add all active departments to the tree manager table that is linked to your PeopleSoft logon.

Note. To gain access to an applicant or employee, add the department to the department tree under PeopleSoft Tree Manager. In addition, you must add the node (or a higher level node) to the permission list for that user under Department Security in Set Up Staffing. When you select a department for the applicant, all departments appear regardless of security. Consequently, you can mistakenly add an applicant for which no access exists.

See PeopleTools PeopleBook: PeopleSoft Tree Manager PeopleBook

Business Unit and SetID Security

You maintain business unit and setIDs in edit tables. You can use them as primary keys throughout the system. When a field uses an edit table to select values, you can select only the values that have been defined for that table. When PeopleSoft row-level application security is activated, you can specify values from the edit table so that only those values are available in a particular view.

Views are a means to access data horizontally across more than one table. Views are Structured Query Language (SQL) statements that filter out data rows whose key values are not needed as valid access parameters. The result is that users with the authority to access setIDs and business units see only a subset of the values from these edit tables.

After views are set up, you can specify which users or permission lists can access the pages that contain secured field values.

PeopleSoft delivers its applications with security views that apply to the key fields in your system. You can alter these views or build views of your own. A view name has one of these three file extensions to reflect the type of security for the view:

• NONVW: No security is selected for that view.

• OPRVW: Operator security is selected for that view.

• CLSVW: Class list security is selected for that view.

After you select your security options and set up security view names, you can define the actual secured field values that are used by each user or permission list. The page that you use to secure fields in your application depends on your level of system security. If you select operator-level security, you utilize user security pages. If you select class-level security, you use the permission list security pages.

See Also

PeopleTools PeopleBook: PeopleTools Security, "Understanding PeopleSoft Security"

Pages Used to Set Up Security

Creating a Departmental Reporting Structure

Access the Department page (Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Define Values, ChartField Values, Department).

Status	Select the current status of the department. Values are Active or Inactive.
Description and Short Description	Enter a description and short description. These fields appear on pages and in reports.
Manager ID and Manager Name	Enter the manager ID and name for this department.
Company	Select the payroll company into which the department reports. The system uses the payroll company to calculate workers' compensation. The system also uses the department on the order in conjunction with the state to look up the appropriate workers' compensation rate. Note. If PeopleSoft Staffing Front Office is installed with PeopleSoft Pay/Bill Management, this table will be populated by either the HCM or core Financials users (thus PeopleSoft Staffing Front Office users do not need to configure it).

Assigning Users Permission Lists

Access the Department Security page (Set Up Financials/Supply Chain, Security, Staffing Department Security).

Update security entries for security trees as necessary by accessing the second Department Security page.

Setting Up the Verity Search Engine

The Verity search engine is a third-party product that PeopleSoft has embedded into PeopleTools. Five search types — PeopleMatch, PeopleSearch, Order Search, Customer Search, and Contact Search— use the Verity search engine.

Detailed information about the Verity search engine, including configuring and using the engine, is contained in the Understanding the Verity Search Engine section of the Searching Staffing Front Office chapter.

See Understanding the Verity Search Engine.