Resource Setup

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Resource Setup

PeopleSoft Enterprise Application Fundamentals 9.1 PeopleBook, Defining Financials and Supply Chain Management Common Definitions, "Setting Up Resources"

See Setting Up Resources.

*Competencies

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Competencies

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise Resource Management 9.1 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, "Establishing Application Setup Tables for Competencies"

See Establishing Application Setup Tables for Competencies.

*Competency Types

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Competency Types

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise Resource Management 9.1 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, "Establishing Application Setup Tables for Competencies"

See Establishing Application Setup Tables for Competencies.

Load Holidays

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Load Holidays

PeopleSoft Enterprise Resource Management 9.1 PeopleBook, Enabling Resource Schedules, Defining Holidays on Resource Schedules

See Defining Holidays on Resource Schedules.

Holidays

Holiday Schedule

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Holidays

PeopleSoft Enterprise Resource Management 9.1 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Work Definitions

See Establishing Application Setup Tables for Work Definitions.

*Honors/Awards

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Honors/Awards

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise Resource Management 9.1 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Accomplishments

See Establishing Application Setup Tables for Qualifications.

*Languages

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Languages

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise Resource Management 9.1 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Accomplishments

See Establishing Application Setup Tables for Qualifications.

*Licenses/ Certifications

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Licenses/Certifications

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise Resource Management 9.1 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Accomplishments

See Establishing Application Setup Tables for Qualifications.

*Memberships

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Memberships

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise Resource Management 9.1 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Accomplishments

See Establishing Application Setup Tables for Qualifications.

*Rating Models

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Rating Models

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise Resource Management 9.1 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Competencies

See Establishing Application Setup Tables for Competencies.

*School Types

Set Up Financials/Supply Chain, Common Definitions, Resources Data, School Types

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise Resource Management 9.1 PeopleBook, Setting Up PeopleSoft Resource Management Without an Integrated HRMS, Establishing Application Setup Tables for Accomplishments

See Establishing Application Setup Tables for Qualifications.

*Name Prefix

• Set Up Financials/Supply Chain, Product Related, Staffing, Resources, Name Prefix

• Set Up HRMS, Foundation Tables, Personal, Name Prefix, Name Prefix Table

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise HRMS 9.1 Application Fundamentals PeopleBook, Setting Up Personal Information Foundation Tables, Setting Up Additional Name Information

*Name Suffix

• Set Up Financials/Supply Chain, Product Related, Staffing, Resources, Name Suffix

• Set Up HRMS, Foundation Tables, Personal, Name Suffix, Name Suffix Table

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise HRMS Application Fundamentals PeopleBook, Setting Up Personal Information Foundation Tables, Setting Up Additional Name Information

*National ID Types

Set Up Financials/Supply Chain, Product Related, Staffing, Resources, National ID Types

Note. If you have Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

PeopleSoft Enterprise HRMS 9.1 Application Fundamentals PeopleBook, Setting Up Personal Information Foundation Tables, Defining National ID Types

See Defining Your Operational Structure.

Resource Group Setup

Staffing, Resources, Resource Group Setup

PeopleSoft Enterprise Resource Management 9.1 PeopleBook, Enabling Resource Matching and Cache Processes, Establishing Resource Groups

See Establishing Resource Groups.

Note. The Resource Pool and Supervisor fields do not appear when you access this page from the Staffing menu path. In addition, while the Resource Management tree is based on a department tree, resource groups created for staffing use a staffing branch tree.

Job Code Definition

RS_CM_JOBCODE_TBL

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Jobcodes

Define job code information in PeopleSoft Staffing Front Office. Before entering this information, set up your lines of business.

Note. If you are integrating with PeopleSoft Pay/Bill Management, job codes are established in HRMS. The Jobcode Definition and Billing Calculation pages should be used for retrieving and updating job codes with specific PeopleSoft Staffing Front Office information. You should not create them using this page.

Lines of Business

LINE_OF_BUSINESS

Set Up Financials/Supply Chain, Product Related, Staffing, General, Lines of Business

Define broad categories of job sectors and product areas in which your applicants and employees have worked and your customers operate their businesses.

Frequency Setup

RS_CM_FREQNCY_TBL

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Frequencies

Define payroll frequencies.

Note. If you have PeopleSoft Pay/Bill Management installed, configure frequencies in HRMS and you must set up this table in HRMS, not in Financials.

Test

RS_CM_TEST_TBL

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Tests

Define the names of the tests that you regularly administer to applicants and employees.

Note. If you have PeopleSoft Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

See PeopleSoft Human Resources PeopleBook: Manage Competencies, Setting Up Competencies and Accomplishments, Setting Up Educational Qualifications and Accomplishments.

School

RS_CM_SCHOOL_TBL

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Schools

Define the names of the schools to be referred in the education records of your applicants and employees. The school code table serves as a prompt table on the Education page in the Applicant and Employee components.

Note. If you have PeopleSoft Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

See PeopleSoft Human Resources PeopleBook: Manage Competencies, Setting Up Competencies and Accomplishments, Setting Up Educational Qualifications and Accomplishments.

Major

RS_CM_MAJOR_TBL

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Majors

Define the names of the majors to be referenced in the education records of your applicants and employees.

Note. If you have PeopleSoft Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

See PeopleSoft Human Resources PeopleBook: Manage Competencies, Setting Up Competencies and Accomplishments, Setting Up Educational Qualifications and Accomplishments.

Degree

RS_CM_DEGREE_TBL

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Degrees

Define the names of the degrees to be referenced in the education records of your applicants and employees.

Note. If you have PeopleSoft Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

See PeopleSoft Human Resources PeopleBook: Manage Competencies, Setting Up Competencies and Accomplishments, Setting Up Educational Qualifications and Accomplishments.

Shift

SHIFT_CODE_TABLE

Set Up Financials/Supply Chain, Product Related, Staffing, Resources, Shifts

Define the shifts that your employees can work.

Recruiting Source Categories

RECRUIT_SRC_TABLE

Set Up Financials/Supply Chain, Product Related, Staffing, Resources, Recruiting Source Categories

Define categories for recruiting sources.

Recruiting Sources

RECR_CATSRC_TABLE

Set Up Financials/Supply Chain, Product Related, Staffing, Resources, Recruiting Sources

Define individual recruiting sources.

Action Reason

ACTRSN_TBL_GBL

Set Up Financials/Supply Chain, Product Related, Staffing, Resources, Action Reasons

Define the reasons for your organization's employment actions.

Note. If you have PeopleSoft Pay/Bill Management installed, you must set up this table in HRMS, not in Financials.

See PeopleSoft Human Resources PeopleBook: Administer Workforce, Setting Up the Administer Workforce Business Process, Defining Duty Types and Reasons for Personnel Actions.

Apply Online

FO_ESS_OPTIONS

Set Up Financials/Supply Chain, Product Related, Staffing, Resources, Apply Online

Determine the sequence of pages in the Apply Online component.

Effective Date

Select the effective date for this row of job code data.

Status

Select the status of this job code as of the effective date: Active or Inactive.

Line of Business

Enter the product area to which the job code belongs.

Maintenance Responsibility

Select a maintenance responsibility:

• C (customer): You define the frequency ID and are responsible for keeping this frequency code up to date.

• P (PeopleSoft): PeopleSoft delivers the frequency in the system and is responsible for keeping it up to date. The other fields on this page become unavailable.

Frequency Type

Select a frequency type, such as: Annual, Hourly, or Daily.

Use StdHours for Annualization (use standard hours for annualization)

Select to have the system use job standard hours for annualization instead of the frequency annualization factor. The system sets the frequency annualization factor to 0. After you select this check box and save the page, the Frequency Annualization Factor field becomes unavailable.

Note. You can use only hourly frequencies that use standard hours for annualization for compensation and pay frequency in PeopleSoft HRMS, PeopleSoft Payroll for North America, and PeopleSoft Global Payroll.

The Use StdHours for Annualization check box becomes available after you save the page but only if you select the Hourly frequency type.

Frequency Annualization Factor

Enter the number of frequency periods to occur in one year.

For example, a Daily compensation frequency is 260 because there are 260 workdays in the year. You can also define a frequency. For example, a frequency ID you name W53 would have a Weekly frequency type and a frequency annualization factor of 53.

Warning! If you change the effective status, frequency type, or annualization factor of an existing frequency, you receive a warning message saying that previous calculations using this frequency are not synchronous with the new values of the frequency.

School Code and Description

Enter a unique code and description for each school.

Country

Enter the country in which the school is located.

State

Enter the state in which the school is located.

Rate Profile

FO_RATE_PROFILE

Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Rate Profile

Define rate profile elements for temporary and salaried staff as well as contractors.

Use this page whether or not you have PeopleSoft Pay/Bill Management installed.

User Order Type

FO_ORDER_TYPE

Set Up Financials/Supply Chain, Product Related, Staffing, Orders, User Order Types

Set up user-defined order types.

Rate Element

FO_RATE_ELEMENT

Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Rate Elements

Define FLSA category, rate behavior, and employee type for the rate element, and enter pay descriptions for temporary and salaried staff and contractors. Set the action for how you want to use the pay type, and enter the factor by which you want the system to multiply the pay rate.

Order Event Group

FO_ORDR_EVENT

Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Order Event Groups

Define a series of agenda items that you want to schedule when a candidate accepts an offer. The order events trigger the creation of entries in the agenda table.

Fee Schedule

POTENTIAL_INCOME

Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Fee Schedules

Define career order fee schedules. The fee schedules are used in career orders to determine the percentage to be applied on the employee's compensation to calculate the placement fee.

Fall Off

FALL_OFF_TBL

Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Fall Offs

Define a list of terms to indicate why a candidate did not begin or complete a career placement that he or she accepted.

NA Payroll Hourly Employee (North American payroll hourly employee),NA Payroll Salaried Employee (North American payroll salaried employee), Non-Employee, or Global Payroll Employee

Select an employee type to which the rate profile should be available.

Rate Element

Enter the rate elements for this profile ID.

Sort Order Number

Enter the order in which each rate element appear when creating an assignment that uses this rate profile.

User Order Type

Enter up to a five-character title for this order type.

Description

Enter a description of the order type.

Type of Order

Select the system-defined order type: Career Order or Temporary Order.

Note. Each user-defined order type must map to one of these two system-defined order types.

Temp To Hire

If you selected Temporary Order in the Type of Order field, enter a user-defined order type to be used in case a temporary assignment is converted to a permanent placement at the customer site.

From and To

Enter the lower and upper salary range for the fee percentage.

Note. Salary ranges must begin at the lowest amount and continue to the highest. Salary ranges cannot overlap.

Fee % (fee percent)

Enter the percentage of salary plus additional pay (for example, a hiring bonus) that your organization takes as a placement fee.

Billing Calculation

FO_JOB_BILLING

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Jobcodes, Billing Calculation

Define default values for pay grades and the margin rates at which an order is profitable.

Job Category and Related Titles

FO_JOBTITLE

Set Up Financials/Supply Chain, Product Related, Staffing, General, Job Titles

Define job title codes.

Event Types

FO_EVENT_TYPE

Set Up Financials/Supply Chain, Product Related, Staffing, General, Event Types

Define events for the agenda, history, recruiting funnel, and event group functions.

Contact Type Code

CONTACT_TYPE_CODE

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Contact Type Codes

Define different types of customer contacts. The system uses contact types to classify the type of contacts related to a customer. You can assign contact types on the Related Customers page in the Contact component.

See Setting Up Order Processing Options.

Contact Events

FO_EVENT_CONT_TYPE

Set Up Financials/Supply Chain, Product Related, Staffing, General, Contact Events

Define a list of marketing events in which you want to include the contacts.

Process Events

FO_EVENTS_PROC

Set Up Financials/Supply Chain, Product Related, Staffing, General, Process Events

Define process events that contain one or more sub-events.

Event Lists

FO_EVENT_LIST

Set Up Financials/Supply Chain, Product Related, Staffing, General, Event Lists

Define the sequence of events for each event list.

Form Item

TEMPLATE_ITEM_TBL

Set Up Financials/Supply Chain, Product Related, Staffing, General, Form Items

Define items that will appear on your forms.

Form

FO_TEMPLATE_TABLE

Set Up Financials/Supply Chain, Product Related, Staffing, General, Forms

Group form items into a form.

Email Template

FO_EMAIL_TMPL

Set up Financials/Supply Chain, Product Related, Staffing, General, Public Email Template

Set up Financials/Supply Chain, Product Related, Staffing, General, Private Email Template

Create email templates to be used to send mail from pages in the application.

Roles and Email Templates

FO_ROLE_TEMPL

Set Up Financials/Supply Chain, Product Related, Staffing, General, Roles and Email Templates

Assign different templates to a role on this page.

Vendor

AFFL_VENDOR

Staffing, Vendors and Contractors, Affiliate Vendors

Define affiliate vendors that you might use to fill orders for temporary work if all of your resources are busy on assignments. This component should only be used by customers who have PeopleSoft Staffing Front Office without PeopleSoft Pay/Bill Management.

Vendor Phone Information

VENDOR_PHONE_SEC

Click the Telephone link on the Affiliate Vendor page.

Enter phone information for affiliate vendors.

Order Priority

RS_SO_PRIORITY

Set Up Financials/Supply Chain, Product Related, Staffing, Orders, Order Priority

Define the relative priority of orders.

Resource Priority

FO_RSRC_PRIORTY

Set Up Financials/Supply Chain, Product Related, Staffing, Resources, Resource Priorities

Define the relative priority of resources.

Salutation Table

SALUTATION_TABLE

Set Up Financials/Supply Chain, Common Definitions, Customers, Salutation Table

Define the salutations or greetings that you want to use in your system.

See Establishing Customer-Related General Options.

Attachment Type

ATTACHMENT_TBL

Set Up Financials/Supply Chain, Common Definitions, Attachments

Define the types of attachments that you want the system to accept.

See Defining Additional Common Information.

Auto Numbering

AUTO_NUM_PNL

Set Up Financials/Supply Chain, Common Definitions, Codes and Auto Numbering, Auto Numbering

Define automatic numbering specifications for customers, contacts and affiliate vendors.

See Defining Additional Common Information.

Auto Num Install (Auto Number Install)

AUTO_NUM_INSTALL

Set Up Financials/Supply Chain, Common Definitions, Codes and Auto Numbering, Auto Numbering by Installation

Set up automatic numbering specifications by installation for agenda, history, and applicant IDs.

See Defining Additional Common Information.

Qualification Profile

RS_RESRC_TEMPLT

Staffing, Resources, My Qualification Profiles

Create or update qualification profiles for personal use.

Task Categories

RS_TASK_TYPE

Set Up Financials/Supply Chain, Product Related, Staffing, General, Task Categories

Create task categories. At least one task category needs to be created for staffing assignments if you configure the Staffing Installation options to populate the Resource Calendar when assignments are created.

Test Configuration Details

FO_TEST_CFG_DTL

Set Up Financials/Supply Chain, Product Related, Staffing, General, Test Configuration Details

Create test configuration details. The test configuration details enable users to do combination searches in PeopleMatch and PeopleSearch by specifying both a test ID and a test score as part of the search criteria.

Sales Data Ranges

FO_SALES_DATA

Set Up Financials/Supply Chain, Product Related, Staffing, Customers, Front Office Sales Data Ranges

Create sales data ranges for use in defining customers.

Search Criteria Configuration

FO_SRCH_CRIT_CFG

Set Up Financials/Supply Chain, Product Related, Staffing, General, Search Criteria Configuration

Identify search criteria for assignment mass rate changes.

Source Records

FO_SC_SRC_RCDS_SEC

Click the Define Source Records link on the Search Criteria Configuration page.

Define source records for the search criteria configuration.

Mass Change Types

FO_MC_TYPE

Set Up Financials/Supply Chain, Product Related, Staffing, General, Mass Change Types

Define mass change types.

Contract Rates Non-compliance Reasons

FO_MCR_REASON

Set Up Financials/Supply Chain, Product Related, Staffing, General, Non-compliance Reasons

Define reasons for not using the rates determined by a customer's master contract.

Pending Applicant Template

FO_PNDG_TEMP_PG

Set Up Financials/Supply Chain, Product Related, Staffing, General, Pending Applicant Template

Create pending applicant templates.

Hot List Categories

FO_APLHT_SETUP_PG

Set Up Financials/Supply Chain, Product Related, Staffing, General, Hot List Category Setup

Define categories for the Hot List pagelet. Users can also define categories on the Staffing - User Preferences page.

Effective Date and Comments

Enter the date that the job code rates and margins are effective and any comments.

Note. This effective date is independent of the effective date for the job code on the Job Code Definition page.

Bill and Pay

Enter values for the pay grades that will display on the Orders - Billing page. You can use this information to determine the appropriate rates.

Caution and Critical

Enter the margin percentages at which an order is not profitable. The system uses this entry for a calculation in the Order and Assignment components. Color-coded symbols signal the profitability of the order. A margin that falls below the specified caution margin displays a yellow symbol; a margin that falls below the critical margin displays a red symbol.

Event Type and Description

Enter a unique code to identify an event type, and then enter a description.

Process Event

Indicates that this event is part of a process.

Event Contact Type

Enter the name of the contact event.

Contact Event Frequency

Enter how often the event takes place, such as QUARTERLY or MONTHLY.

Effective Date

Enter the date the form is effective.

Status as of Effective Date

Select the status of the form: Active or Inactive.

Description

Enter the name of the form.

Sequence Number

Enter a number to determine the order in which the form items will appear. Form items appear from the lowest to the highest number.

Form Item

Select the form item that you want to appear on the form.

Template ID

The system uses autonumbering to assign a unique ID upon saving the page.

Status

The default value is Active.

Description

Enter a description for the template.

Template Access

Indicate whether this template is public or private.

Private templates can only be used by the user creating the template. Public templates can be used by anyone with access to the Send Email page.

From

Enter the address originating the email.

To

Enter destination email addresses.

CC

Copy email addresses.

BCC

Enter blind copy email addresses.

Subject

Enter an email subject.

Message Text

Enter the body of the email.

Attachment

Enter email attachments.

Component Name

Enter the name of the component to which the template is applicable.

Component Interface Name

Enter the name of the CI used to extract the data from the calling component.

Token ID

Links to a bind reference in the email template.

Occurs Level

Component level in which the value to be extracted resides.

Primary Record

Primary record name in the rowset.

Record Name

Record definition containing the value to be extracted.

Field Name

Field within the record that contains the value to be extracted.

Save As

Click this button to save the template with a new name.

%Date

The current system date.

%EmailAddress

The email address of the current user.

%SystemEmailAddress

A generic email address used to send anonymous emails.

%Time

The current system time.

%UserDescription

The description (if any) listed for the current user.

%Signature

The value of the Email Signature field (OPR_DEF_TBL_FO.FO_EMAIL_SIGNATURE) from the User Preferences – Staffing page for the current user.

%CandidateEmailAddr(p) or %CandidateEmailAddr(all, separator)

The email address of the candidate. Use this variable to define an Email Template for the Email Candidate (Search Results) button on the PeopleMatch or PeopleSearch page, or the Email Candidate (Considering) button on the PeopleSearch page.

%CandidateName(p) or %CandidateName(all, separator)

The name of the candidate. Use this variable to define an Email Template for the propose Candidate (Search Results) button on the PeopleMatch or PeopleSearch page, or the Propose Candidate (Considering) button on the PeopleSearch page.

%Attach(p) or %Attach(all, separator)

The resume attachment ID of the candidate. Use this variable to define an Email Template for the propose Candidate (Search Results) button on the PeopleMatch or PeopleSearch page, or the Propose Candidate (Considering) button on the PeopleSearch page.

%n

%n where n is the token number in the template definition.

%n(p)

%n(p) Where p is the row number. 0 is used for all rows.

%n(all, separator)

%n(all, ";") List all values in the scroll separated by a semi colon.

Name

Enter the vendor name.

Federal ID

Enter the federal tax ID of the vendor.

Website URL

Enter a link to the vendor's website.

Click the URL button to connect to the vendor website entered to the left of the button. If you are adding a new affiliate vendor, you may have to save the page before using the URL button.

Contact Name

Enter the name of the contact at the vendor.

Email ID

Enter the contact's email address.

Click the Send Email button to send an email. If you are adding a new affiliate vendor, you may have to save the page before using the Send Email button.

Country

Select the country where the vendor is located.

Note. The system displays the address fields based on the country you select. Enter the address information after you enter the country.

Telephone

Click this link to enter the vendor's phone numbers.

Sequence Number

Enter a value to indicate the relative priority of orders.

Description

Enter a description of the priority.

Priority Sequence Number and Description

Enter a value to indicate the relative priority of resources. Enter a Description as well.

Description

Enter a description for this profile.

Comments

Enter any comments to accompany the profile.

This qualification profile is for my personal use only. Do not make this profile visible to any other users.

Select this check box to prevent other users from being able to view your profile.

Competency

Enter a competency you want the resource to possess, their Proficiency at it, its relative Importance, and the preferred Years of Work Experience you would like the resource to have using the particular competency.

Degrees

Enter Accomplishment, Major Code, and Importance.

Languages

For each language, select the appropriate desired efficiency that the resource Speak, Read, and Write, and the overall Importance of their language skill.

Licenses

Enter theAccomplishment, Country, State, and Importance.

Memberships

Enter the Accomplishment and Importance.

Task Description

Enter a description of the task category.

Use for Assignment

Select this check box if you want the system to use the task category for assignments.

Comments

Enter any comments relevant to the task category.

Flexibility and Reserved Status Flexibility

Enter a decimal value between 0 and 1 to indicate the relative possibility that a task in this task category can be moved or rescheduled.

SetID

Enter the setID to which you want to map the time reporting code. This field is used only by PeopleSoft Resource Management. It is not used by PeopleSoft Staffing Front Office.

Time Reporting Code

Enter the code to map to the setID. This field is used only by PeopleSoft Resource Management. It is not used by PeopleSoft Staffing Front Office.

Test ID

Enter the ID of the test you selected.

Pass/Fail

Select to indicate the test result is measured through a simple pass or fail assessment.

Range

Select to indicate that the test results are measured via a numeric score. In the From and To fields, enter a range to define the acceptable scores for the test.

Selected

Select to identify whether the search criteria item is to be part of the initial search criteria or not.

Sort Order

Defines the order in which the items will be displayed in the search criteria.

Model Record

Enter the model record. Name, EditType and Prompt Table values default from information defined in the record definition of the model record and field name.

Field Name

Enter the field name of the search criteria items.Name, EditType and Prompt Table values default from information defined in the record definition of the model record and field name.

Name

Enter a name to define what will be displayed for the search criteria item wherever it is displayed in the system.

Edit Type

Identifies the type of information that is available for the item. Options are:

• No Edit: indicates the field is a free form field.

• Prompt: indicates that validation will occur against the prompt table specified in the Prompt Table field.

• Translate: indicates that the criteria will be presented as a drop down list box.

• Yes/No: indicates that the only values allowed are either Yes or No.

Operator

Defines the default comparison operator for the search criteria item. Options are: Begins With, Contains, =, Not =, IsBlank, IsNotBlank, Between, In, Not In, >, >=, <, <=. The options available depend on the value selected in the Edit Type field.

Prompt Table

Identifies a prompt table for the search criteria. This is only available if the criterion is of type STRING, or NUMBER and Edit Type is NoEdit or Prompt.

Build In List

Indicates whether to present a prompt to the users in order to view all options and build in list criterion. This is only available if the Edit Type is Translate.

Required

Indicates if the criterion is a mandatory criterion.

Decimal Position

If the criterion is Number, this field specifies the number of decimal positions to be displayed.

Source Record

Defines the source record that the criterion refers to when building the SQL that is generated for the search criteria. Each search criteria item must exist in the source record.

Company

COMPANY_TBL

Set Up Financials/Supply Chain, Product Related, Staffing, Payroll, Companies

Define or modify your payroll company. If you have PeopleSoft Staffing Front Office and PeopleSoft Pay/Bill Management installed, configure this table in HRMS and synchronize it with Financials through application messaging.

Location Definition

LOCATION_TBL

Set Up Financials/Supply Chain, Common Definitions, Location, Location

Define locations codes, including all address information. You must define at least one location in PeopleSoft Staffing Front Office. Location is a required field in PeopleSoft HRMS. If you have PeopleSoft Staffing Front Office and PeopleSoft Pay/Bill Management installed, configure this table in HRMS and synchronize it with Financials through application messaging.

See Setting Up Locations.

Location Detail

LOCATION_TBL2

Set Up Financials/Supply Chain, Common Definitions, Location, Location, Location Detail

Add details to a location definition.

See Setting Up Locations.

Benefit Program

BEN_PROG_DEFN1

Set Up Financials/Supply Chain, Product Related, Staffing, Payroll, Benefit Programs

Define the benefit programs your organization offers. If you have PeopleSoft Staffing Front Office and PeopleSoft Pay/Bill Management installed, configure this table in HRMS and synchronize it with Financials through application messaging.

See PeopleSoft Enterprise Benefits Administration PeopleBook, Building Automated Benefit Programs, Building Benefit Programs with the Benefit Program Table

Pay Group

PAYGROUP_TABLE1

Set Up Financials/Supply Chain, Product Related, Staffing, Payroll, Pay Groups

Define processing payroll groups. If you have PeopleSoft Staffing Front Office and PeopleSoft Pay/Bill Management installed, configure this table in HRMS and synchronize it with Financials through application messaging.

See PeopleSoft Enterprise Payroll for North America PeopleBook, Setting Up Pay Groups, Defining Pay Groups

Tax Location

TAX_LOCATION_TBL1

Set Up Financials/Supply Chain, Product Related, Staffing, Payroll, Tax Locations

Define payroll tax locations. If you have PeopleSoft Staffing Front Office and PeopleSoft Pay/Bill Management installed, configure this table in HRMS and synchronize it with Financials through application messaging.

See PeopleSoft Enterprise HRMS Application Fundamentals PeopleBook, Setting Up Payroll Tax Tables, (USA) Defining Tax Locations

State Tax Properties

STATE_TAX_TABLE

Set Up Financials/Supply Chain, Common Definitions, Payroll Tax, State Tax Properties

This setup page is used for prompts when capturing employee tax information in environments where PeopleSoft Staffing Front Office is used as a standalone application (PeopleSoft Pay/Bill Management is not installed).

Local Tax Table1

LOCAL_TAX_TABLE1

Set Up Financials/Supply Chain, Common Definitions, Payroll Tax, Local Tax Properties

Define geographical area information for local taxing authorities. Use this page for prompts when capturing employee tax information in environments where PeopleSoft Staffing Front Office is used as a standalone application (PeopleSoft Pay/Bill Management is not installed).

Local Tax Table2

LOCAL_TAX_TABLE2

Set Up Financials/Supply Chain, Common Definitions, Payroll Tax, Local Tax Properties, Local Tax Table2

Define local withholding tax methods and rates. Use this page for prompts when capturing employee tax information in environments where PeopleSoft Staffing Front Office is used as a standalone application (PeopleSoft Pay/Bill Management is not installed).

Local Tax Table3

LOCAL_TAX_TABLE3

Set Up Financials/Supply Chain, Common Definitions, Payroll Tax, Local Tax Properties, Local Tax Table3

Define a locality's tax reporting requirements. Use this page for prompts when capturing employee tax information in environments where PeopleSoft Staffing Front Office is used as a standalone application (PeopleSoft Pay/Bill Management is not installed).

Workers' Comp Company Setup (Workers' Compensation Company Setup)

FO_WC_CO_MOD

Set Up Financials/Supply Chain, Product Related, Staffing, Payroll, Workers' Comp Company Setup

Define the workers' compensation companies that you want to use to determine bill and pay rates in margin calculations. If you have PeopleSoft Staffing Front Office and PeopleSoft Pay/Bill Management installed, configure this table in HRMS and synchronize it with Financials through application messaging.

See Setting Up Workers' Compensation.

Workers' Comp State Codes (Workers' Compensation State Codes)

FO_WC_STATE

Set Up Financials/Supply Chain, Product Related, Staffing, Payroll, Workers' Comp State Codes

Associate workers' compensation codes to states. If you populate the workers' compensation control tables, your PeopleSoft Staffing Front Office users do not need an in-depth understanding of workers' compensation regulations to create an order. If you have PeopleSoft Staffing Front Office and PeopleSoft Pay/Bill Management installed, configure this table in HRMS and synchronize it with Financials through application messaging.

See Setting Up Workers' Compensation.

Workers' Comp State Rates (Workers' Compensation State Rates)

FO_WC_CO_STATE

Set Up Financials/Supply Chain, Product Related, Staffing, Payroll, Workers' Comp State Rates

Set up the applicable workers' compensation rates that your company pays in each state in which your employees work. The system uses this rate in the margin calculation to determine optimal pay and bill rates for orders and assignments. If you have PeopleSoft Staffing Front Office and PeopleSoft Pay/Bill Management installed, configure this table in HRMS and synchronize it with Financials through application messaging.

See Setting Up Workers' Compensation.

Workers' Comp by Job Code (Workers' Compensation by Job Code)

FO_JOBCODE_PRD

Set Up Financials/Supply Chain, Product Related, Staffing, Payroll, Workers' Comp by Job Code

Associate job codes with workers' compensation codes for the states in which your organization conducts business. If you have PeopleSoft Staffing Front Office and PeopleSoft Pay/Bill Management installed, configure this table in HRMS and synchronize it with Financials through application messaging.

See Setting Up Workers' Compensation.

Status as of Effective Date

Enter the current status of this benefit program: Active or Inactive.

Currency Code

Enter the default currency code for the benefit program.

Paid with Regular Wages and Separate Payment

This PeopleSoft application delivers the required selection:

• Aggregate

• Aggregate - No Annualize

• Aggregate-No Tax else Percent

• Non-Resident Supplemental

• Not Applicable

• Percent of Taxable Gross

• Special Table

• Special Table with Exemptions

Supplemental Wage Rate

Enter the rate at which supplemental wages should be calculated.

Maintenance Responsibility

Select Customer if your organization will maintain the locality; otherwise, select PeopleSoft.

Local Jurisdiction

Define for the tax entity:

• Combined: Select to indicate that the locality represents both a municipality and a school district.

• County: Select to indicate that the locality represents a county.

• Municipal: Select to indicate that the locality represents a municipality.

• Other: Select to indicate an entity other than those in the list.

• School: Select to indicate that the locality represents a school district.

• State: Select to indicate that the locality represents a state.

Partial Indicator (PA Only) (partial indicator [Pennsylvania only])

Select this check box to indicate if multiple municipalities apply to a single school district for any Pennsylvania locality.

Locality Name

Enter the municipality name from the register (except for school district entries, which are school district names). Combined jurisdictions end with M+SD.

Other Locality Name

For Pennsylvania localities, combined entries display the school district name.

School dist code (PA only) (school district code [Pennsylvania only])

Enter the appropriate school district for any Pennsylvania locality.

Local Tax Calculation Type

Select the calculation method used to determine the amount of local income tax withheld:

• Amt Per Mo (amount per month)

• Amt Per Pd (amount per period)

• Amt Per Q (amount per quarter)

• Amt Per Yr (amount per year)

• Rate x SWT (rate multiplied by SWT)

• Rt x FLSA (rate multiplied by the Fair Labor Standards Act rate)

• Rt x TaxGr (rate multiplied by the tax grade)

• Tax Tables

Withhold On Work Locality Only

Select to have taxing authorities consider only the wages earned in that locality as taxable for resident taxes. If the employee does not work in the locality, the tax authority does not take resident taxes.

Graduated Tax Table Code

This option takes effect if the locality requires that the system reference tax tables during calculation, as they do for New York City, Yonkers, and Maryland counties, for example. The graduated tax table code that you enter here links the record to the appropriate entry in the PeopleSoft Federal/State Tax Table, where tax rates are stored.

Tax Class

Enter the appropriate tax class, such as Excise, Local ER, or Occ Priv. Tax classes identify different taxes that share certain characteristics.

Low Gross

Enter the minimum taxable gross for the bracket.

Minimum Tax

If a particular type of tax has a minimum limit, enter that amount.

Maximum Tax

If a particular type of tax has a maximum limit, enter that amount.

Annual Exemption

If the tax has an annual exemption, enter the amount.

Resident

Enter the tax rate for residents of the locality.

Nonresident

Enter the tax rate for non-residents of the locality.

Locality Short Name

Enter a name for the locality.

Tax Reporting

Select the interval required by the locality for tax reporting: Annual, Monthly, or Quarterly.

W2 Print Name

Enter the name that you want to print on the W2 form.

W2 Mag Media Code (W2 magnetic media code)

Enter the magnetic media code for the W2s you will be printing.

Employee Detail Required

Select this check box to require employee detail.

Status

Select the status of the workers' compensation company.

Company Modifier

Enter the number by which you want to multiply workers compensation rates for employees hired in this company.

Workers Comp Code

Select the workers' compensation code that you want associated with the chosen Company, Country, and State.

Rate Type

Select either Per Hour or Percentage.

Base Rate

Enter a percentage or the hourly rate to represent the workers' compensation rate you pay in the state.

Open Integration Framework - Vendor Setup

FO_VENDOR_SETUP

Set Up Financials/Supply Chain, Product Related, Staffing, Integration Vendors, Vendor Integration Setup

Review the imported configuration.

Open Integration Framework - Mapping Setup

FO_MAP_SETUP

Set Up Financials/Supply Chain, Product Related, Staffing, Integration Vendors, Mapping Setup

Link an internal mapping element to a map name defined on the Application Integration Framework. This is used to define the specific map name that is being used by staffing for the Resume Parsing feature.

Open Integration Framework - Mapping Setup Values

FO_MAP_VALUES

Set Up Financials/Supply Chain, Product Related, Staffing, Integration Vendors, Mapping Values

Assign values for the selected map and domain name.

Open Integration Framework - Mapping Errors

FO_MAP_ERRORS

Set Up Financials/Supply Chain, Product Related, Staffing, Integration Vendors, Mapping Errors

Or Click the Mapping Errors link on the Integration Log page.

Review mapping errors that occurred during resume load.

Select

Click this button to define the external value for the internal value. Then enter the external values in the Mapping Setup Values grid. If you have already defined the external values for the internal values, the Mapping Setup Values grid will populate with the external values when you click this button.

Sequence Number

Enter a unique number for each row.