PeopleSoft Resource Management 9.1 PeopleBook

Setting Up PeopleSoft Resource Management Without an Integrated HRMS

You can establish the employee source data tables in PeopleSoft Resource Management to capture accomplishments, competencies, and employee data even if you do not integrate with PeopleSoft Human Resources (PeopleSoft HRMS).

This chapter provides overviews of using PeopleSoft Resource Management without PeopleSoft HRMS, and application setup and employee data tables, and discusses how to:

Establish application setup tables for qualifications.
Establish application setup tables for competencies.
Organize competencies using a Competency tree.
Establish application setup tables for work definitions.
Create employee data.

Note. If you maintain employees and non-employees only in PeopleSoft HRMS, then you do not need to complete these tasks.

If you maintain non-employees in both PeopleSoft HRMS and Financials databases, then you create employee data by completing the tasks that are discussed in this chapter.

If you maintain employees and non-employees only in PeopleSoft Resource Management, you must complete all the tasks that are discussed in this chapter.

Understanding PeopleSoft Resource Management Without PeopleSoft HRMS

This section lists a prerequisite and discusses resource profiles.

Prerequisite

On the Resource Setup - Common Installation Options page, select PeopleSoft Financials Database as the source for employee and non-employee data. This selection enables the processing rules for PeopleSoft Resource Management to serve as the employee data source.

Note. If you use PeopleSoft HRMS 8.0 or higher, take advantage of the built-in integration with PeopleSoft Resource Management to manage resources and resource competencies. PeopleSoft Resource Management uses enterprise integration points to request and send data between the Financials database (where Resource Management information resides) and the HRMS database (where employee and competency information resides).

See Also

Setting Up Resources

Resource Profiles

Resource profile information is maintained in the Financials database if you do not use PeopleSoft HRMS. The Financials database tables that store resource profile values are discussed in a subsequent chapter in this PeopleBook.

See Also

Resource Profile Design

Understanding Application Setup and Employee Data Tables

This section discusses:

Steps for employee data source implementation.
Qualifications.
The Competency tree (COMPETENCY).
Work definition tables.
Employee data tables.

Steps for Employee Data Source Implementation

You must establish tables from which PeopleSoft Resource Management draws information about resources and their qualifications. The basic steps to define the application setup and employee data tables are:

Complete application setup tables for each resource qualification that you track:
1. Degrees
2. Honors and awards
3. Languages
4. Licenses and certifications
5. Majors
6. Memberships
7. Schools
8. Tests
9. Competencies
10. Competency types
11. Competency rating models
Complete application setup tables for other work definitions:
1. Frequency
2. Holidays
3. Job codes
Establish employee data.

Qualifications

A qualification is an objective, measurable requirement, or achievement. The qualification setup tables identify the qualifications that resources can include in their resource profiles or that users can list as requirements for the resources they request for an assignment. The Resource Match engine compares a resource's qualifications with the qualifications that are requested for an assignment.

These are seven types of qualifications:

Education (including degrees, majors, and schools).
Honors and awards.
Languages.
Licenses and certifications.
Memberships.
Tests.
Competencies.

Specific qualifications for education, languages, licenses and certifications, and memberships can be included in Resource Matching to find the best fit between resources and resource requests. On resource profiles, you can include qualifications for the remaining categories (honors, awards, and tests) for informational purposes only.

Competencies

A competency is another type of qualification. Competencies encompass skills, abilities, knowledge, or behavior, such as experience with office equipment, knowledge of special manufacturing processes, or a background in financial planning. Unlike other qualification types, competencies are measured or evaluated using a rating model that you define.

For each resource competency, you can track several data elements on the resource profile, including the proficiency (degree of expertise) that the resource has attained, the resource's number of years of experience with the competency, and the level of interest the resource has in the competency. When requesting or searching for a resource, you can specify the competencies that are important, the resource's proficiency and years of experience with the competency, and whether the competency is desired or required. In addition, you can use competencies to capture resource specialties on the resource profile. A resource's specialties indicate that person's areas of expertise.

You must define competency types, rating models, and competencies to support the Resource Matching feature if you implement PeopleSoft Resource Management without PeopleSoft HRMS.

Note. Competency effective dating logic is not used for resources that are managed in PeopleSoft Resource Management.

Competency Rating Models

You define the set of alphabetic or numeric codes for ranking an employee's degree of expertise and interest in a competency. Define a single rating model for the entire organization or build multiple models for different projects or departments.

Rating model descriptions are sorted alphabetically in the system. You can assign a number prefix to the description to determine the sort order, such as 1-Beginner, 2-Intermediate, and 3-Advanced.

Note. The Resource Matching feature uses the Interest rating model (INT) values to calculate the Competency Interest factor fit score. You must use the Interest rating model to specify the interest rating. However, an administrator can modify the Interest rating model values as required.

The Competency Tree

PeopleSoft Resource Management requires that you maintain a tree with the name COMPETENCY. The Competency tree is a pictorial representation of the Competency table (COMPETENCY_TBL) and Competency Type table (RS_TYPE_TBL). The tree organizes competencies into hierarchies based on competency types. You can use the Competency tree that is delivered with PeopleSoft Resource Management, or you can build a Competency tree with PeopleSoft Tree Manager in the same way that you build any other tree. Competency types are created as nodes on the tree. Competencies are the detail values that users can select from the tree.

The Competency tree that is delivered with the PeopleSoft system has multiple nodes. Each node represents a competency type and the detail values, or competencies, are dynamically identified. Each time that you create a new competency, it automatically appears on the tree—as long as you associate the competency with a competency type that exists on the tree.

You do not need to order competency codes in a particular sequence to use the Competency tree. For example, it is not necessary to set up management-level competencies in one range (such as 100 to 199) and technical competencies in another range (such as 200 to 299).

See Also

PeopleTools PeopleBook: PeopleSoft Tree Manager

Work Definition Tables

Work definition tables store the rules for basic company-wide functions. PeopleSoft Resource Management uses the definitions for:

The frequency of pay cycles that defines standard hours for each resource.
Job codes designating each type of job that employees hold.
Holiday schedules.

Frequencies

You define frequency IDs along with a frequency type (such as monthly, weekly, bimonthly, daily, and hourly), and frequency annualization factor (the number of frequency periods that occur in a year). PeopleSoft Resource Management uses the Frequency Annualization Factor field value when calculating Availability factor fit scores.

Employee Data Tables

PeopleSoft Resource Management can use employee data that is maintained in a PeopleSoft HRMS system. When you integrate with PeopleSoft HRMS, PeopleSoft Resource Management can access employee data, which serves as the foundation for all resource information used in the application. You must create and maintain basic employee and job data in PeopleSoft Resource Management if PeopleSoft HRMS is not the employee data source.

The employee data tables consist of:

Employee personal data.
Employee job information.
Visa and work permit information.
Citizenship and passport information.

Important! You can maintain non-employee data in either the HRMS or the Financials database. However, any new employee ID (EMPLID) for a non-employee that is created in PeopleSoft Resource Management must be maintained in Resource Management, and any new employee ID for a non-employee that is created in PeopleSoft HRMS must be maintained in PeopleSoft HRMS.

PeopleSoft Resource Management functions rely on accurate employee and job data. Consequently, you must establish a method to maintain up-to-date employee data and ensure that all relevant changes to employee information are reflected in the Financials database.

See Also

Establishing Resources

Establishing Application Setup Tables for Qualifications

To establish application setup tables for qualifications, use these components:

Majors Table (RS_CM_MAJOR_TBL)
Degrees Table (RS_CM_DEGREE_TBL)
Honors/Awards Table (RS_CM_AWARD_TBL)
Languages Table (RS_CM_LANG_TBL)
Licenses/Certifications Table (RS_CM_LIC_CERT_TBL)
Memberships Table (RS_CM_MEMBR_TBL)
Schools Table (RS_CM_SCHOOL_TBL)
Tests Table (RS_CM_TEST_TBL)

This section discusses how to set up resource qualification tables.

Pages Used to Establish Application Setup Tables for Qualifications

Page Name	Definition Name	Navigation	Usage
Degree	RS_CM_DEGREE_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Degrees, Degree	Establish the code and definition of degrees to be used when matching resources to assignments.
Honor/Award	RS_CM_AWARD_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Honors/Awards, Honor/Award	Establish the code and definition of honors or awards.
Language	RS_CM_LANG_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Languages, Language	Establish the code and definition of languages to be used when matching resources to assignments.
License/Certificate	RS_CM_LIC_CERT_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Licenses/Certifications, License/Certificate	Establish the code and definition of licenses or certifications to be used when matching resources to assignments.
Major	RS_CM_MAJOR_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Majors, Major	Establish the code and definition of majors to be used when matching resources to assignments.
Membership	RS_CM_MEMBR_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Memberships, Membership	Establish the code and definition of memberships to be used when matching resources to assignments.
School	RS_CM_SCHOOL_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Schools, School	Establish the code and definition of schools to be used when matching resources to assignments.
Test	RS_CM_TEST_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Tests, Test	Establish the code and definition of test results.

Setting Up Resource Qualification Tables

You can set up qualifications tables for these resources:

Degrees
Honors and awards
Languages
Licenses and certifications
Majors
Memberships
Tests
Schools

Note. You are not required to complete all of these setup tables. However, to track a particular qualification type, you must complete the setup table for that qualification type.

Define each qualification table as necessary for the organization by completing these steps:

Access the setup table page.
Enter a new or existing code for the qualification.
Enter or modify the detailed description of the code.
Save the record and click Add to create the next code and definition.

Establishing Application Setup Tables for Competencies

Unlike other qualifications, to track resource competencies you must set up competency types, competencies, and a competency rating model.

To establish application setup tables for competencies, use the Competency Type Table component (RS_CM_TYPE_TABLE), Competency Table component (RS_CM_COMPTNCY_TBL), and Review Ratings Table component (RS_CM_REVW_RAT_TBL). If you have a large number of competencies, use the Competency component interface (RS_CM_COMPTNCY_TBL) to load data into the tables for this component.

This section discusses how to set up resource competency tables.

Pages Used to Establish Application Setup Tables for Competencies

Page Name	Definition Name	Navigation	Usage
Competency	RS_CM_COMPTNCY_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Competencies, Competency	Define skills, abilities, knowledge, or behaviors pertinent to jobs in the organization.
Competency Type	RS_CM_TYPE_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Competency Types, Competency Type	Create competency types or broad categories of competencies relevant to particular positions or projects. Note. You must define competency types to build and maintain a Competency tree.
Rating Model	RS_CM_REVW_RAT_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Rating Models, Rating Model	Define a set of alphanumeric codes for ranking an employee's degree of expertise or experience in a competency.

Setting Up Resource Competency Tables

Define each competency table by completing these steps:

Access the setup table page.
Enter a new or existing code.
Enter or modify the detailed description of the code.
Save the record and click Add to create the next code and definition.

Organizing Competencies Using a Competency Tree

This section discusses how to organize competencies using a Competency tree.

Page Used to Organize Competencies Using a Competency Tree

Page Name	Definition Name	Navigation	Usage
Tree Manager	PSTREEMGR	Tree Manager, Tree Manager, Tree Manager	View and update a Competency tree.

Using a Competency Tree to Organize Competencies

Create a Competency tree using PeopleSoft Tree Manager. You must specify the tree name as COMPETENCY and use the structure ID named COMPETENCY.

Organize competencies under competency types, such as ADMIN, EXPER, MGMT, and TECH. You can also maintain competency types within related types and define the Competency tree to be as simple or complex as you need.

To view the competencies in a particular type, use the dynamic detail feature of PeopleSoft trees in the Tree Manager component (PSTREEMGR) or Tree Viewer component (PSTREEVIEWER) in PeopleSoft Tree Manager. Square bracket [ ] nodes on trees represent the dynamic details.

To view a list of the competencies maintained under a competency type, select a square bracket node under a type and click Edit Data. The Competencies table detail appears. You can change a competency as necessary. Changes that you make from this page update the Competencies table.

To view the short and long descriptions of a competency type, select a type and click Edit Data. The Competency Types page appears.

See PeopleTools PeopleBook: PeopleSoft Tree Manager.

Establishing Application Setup Tables for Work Definitions

To establish application setup tables for work definitions, use these components:

Frequency Table (RS_CM_FREQNCY)
Holiday Schedule Table (RS_CM_HOLIDAY_CMPT)
Job Code Table (RS_CM_JOBCODE_TBL)

This section discusses how to set up work definition tables.

Pages Used to Establish Application Setup Tables for Work Definitions

Page Name	Definition Name	Navigation	Usage
Frequency Setup	RS_CM_FREQNCY_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Frequencies, Frequency Setup	Define a frequency ID, its frequency type (such as annual, monthly, weekly, biweekly, bimonthly, daily, or hourly), and its annualization factor (how many frequency periods occur in one year).
Holiday Schedule	RS_CM_HOLIDAY_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Holidays, Holiday Schedule	Identify the holidays observed by the organization.
Jobcodes - Job Code Definition	RS_CM_JOBCODE_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Jobcodes, Job Code Definition	Establish a code for each job that a resource holds in the organization. Note. Job codes can be alphanumeric.

Setting Up Work Definition Tables

Define each work definition table by completing these steps:

Access the setup table page.
Enter a new or existing code for the work definition.
Enter or update the description and other required fields for the code.
Save the record and click Add to create the next code and definition.

Creating Employee Data

To create employee data, use the Personal Data Table component (RS_CM_PERSONAL). If you have a large number of employees, use the Personal Data component interface (RS_CM_PERSONAL) to load data into the table for this component.

This section discusses how to set up employee data tables.

Pages Used to Create Employee Data

Page Name	Definition Name	Navigation	Usage
Update Employee Data - Personal Data	RS_CM_PERSONL_DATA	Resource Management, Establish Resources, Update Employee Data, Personal Data	Specify name, address, telephone, and personnel status information for an employee ID.
Update Employee Data - Employee Job	RS_CM_EMPL_JOB	Select the Employee Job tab in any page in the Personal Data Table component.	Specify employee status and other basic job information such as department, location, and supervisor.
Update Employee Data - Visa/Work Permit	RS_CM_VISA_PRMT	Select the Visa/Work Permit tab in any page in the Personal Data Table component.	Specify visa and work permit information.
Update Employee Data - Citizenship/Passport	RS_CM_CITI_PASS	Select the Citizenship/Passport tab in any page in the Personal Data Table component.	Specify citizenship and passport information.

Setting Up Employee Data Tables

Define employee data tables by completing these steps:

Access the setup table page.
Enter a new or existing employee ID.
Enter or update the required information on each page.
Save the record and click Add to create the next employee ID and definition.

Employee Personal Data

Access the Update Employee Data - Personal Data page (Resource Management, Establish Resources, Update Employee Data, Personal Data).

Employee Information and Home Address

Enter the name, address, and telephone information for an employee ID.

The user's name appears on all pages in the Update Employee Data component after you save, exit, and reenter the component.

Personnel Status

Select Employee or Non-Employee.

Person Type

Select a value to further classify a non-employee. This field appears only for records with the personnel status Non-Employee, and it is used for information only in PeopleSoft Resource Management.

Available values are based on the translate values in the Person Type field (PER_TYPE) properties.

Note. Personal data records with the personnel status Non-Employee appear on the Employee Data page even if you do not allow non-employees to be established as resources.

Employee Job Information

Access the Update Employee Data - Employee Job page (select the Employee Job tab in any page in the Personal Data Table component).

Effective Date

Displays the system-assigned effective date. The system assigns the system date when new job information is entered.

Sequence

Displays the system-assigned sequence number. The system assigns the next available sequence number for the effective date. This is a record key that is used for system processing.

Employee Status

Enter the employee's status. Available values are based on the translate values in the Employee Status field (EMPL_STATUS) properties.

Note. Resources must have an employee status value of Active to be eligible for staffing in PeopleSoft Resource Management. If a resource has any employee status other than active, you can view—but not change—the resource's eligibility.

Action

Enter the action that is taken for the employee. In PeopleSoft Resource Management, this field is used for information only. Available values are based on the translate values in the Employee Action field (ACTION) properties.

Employee Type

Enter the type of employee. In PeopleSoft Resource Management, this field is used for information only. Available values are based on the translate values in the Employee Type field (EMPL_TYPE) properties.

Business Unit

Enter the human resources business unit for the employee or non-employee. This is a required field. Available values are based on the Business Unit field (BUSINESS_UNIT) in the HR Business Unit record (BUS_UNIT_TBL_HR).

Department

Enter the employee's department. This field is required. Available values are based on the Department field (DEPTID) in the Departments record (DEPT_TBL).

Location Code

Enter the employee's work location. In PeopleSoft Resource Management, this field is used for information only. Available values are based on the Location field (LOCATION) in the Location record (LOCATION_TBL).

Supervisor ID

Enter the employee's supervisor or manager. Available values are based on the Employee ID field (EMPLID) in the Personal Data record (PERSONAL_DATA).

You must enter a supervisor for all resources before you can use these features:

Resource groups that are based on supervisor ID.

Assignment approval workflow.

Assignment status change notification workflow.

Assignment schedule change notification workflow.

Email notifications with comments regarding an assignment from a resource to the resource manager.

You must enter a value in this field if PeopleSoft Program Management is installed.

Job Code

Enter the employee's job code. You can use this field to determine a resource's bill rate. Available values are based on the Job Code field (JOBCODE) in the Job Code record (JOBCODE_TBL).

You must enter a value in this field if PeopleSoft Program Management is installed.

Employee Classification

Enter the employee's work classification. In PeopleSoft Resource Management, this field is used for information only. Available values are based on the translate values in the Employee Classification field (EMPL_CLASS) properties.

Standard Hours

Enter the employee's standard work hours. This value is used by the Resource Matching algorithm and in various PeopleSoft Resource Management interactive reports to calculate and report availability.

You must enter a value in this field if PeopleSoft Program Management is installed.

Standard Work Period

Enter the employee's standard work period. This value is used by the Resource Matching algorithm and in various PeopleSoft Resource Management analyses to calculate and report availability. Available values are based on the Standard Work Period field (STD_HRS_FREQUENCY) in the Frequency record (FREQUENCY_TBL).

You must enter a value in this field if PeopleSoft Program Management is installed.

Holiday Schedule

Enter the employee's holiday schedule. Available values are based on the Holiday Schedule field (HOLIDAY_SCHEDULE) in the Holiday table (RS_HOLIDAY_TBL).

Note. You must refresh the Eligible Resource Cache table (RS_ELGBL_WRKR) when routine changes are made to a resource's job-related information. Additionally, you must update the Resource Organizational Unit Cache table (RS_WORKER_ORG) when a resource's organization unit value changes, such as the resource's department.

See Refreshing Cache Tables and Building the Verity Indexes.

Visa Permit Information

Access the Update Employee Data - Visa/Work Permit page (select the Visa/Work Permit tab in any page in the Personal Data Table component).

Enter the applicable information for each field.

Citizenship and Passport Information

Access the Update Employee Data - Citizenship/Passport page (select the Citizenship/Passport tab in any page in the Personal Data Table component).

Enter the applicable citizenship and passport information for each field.

Effective Date	Displays the system-assigned effective date. The system assigns the system date when new job information is entered.
Sequence	Displays the system-assigned sequence number. The system assigns the next available sequence number for the effective date. This is a record key that is used for system processing.
Employee Status	Enter the employee's status. Available values are based on the translate values in the Employee Status field (EMPL_STATUS) properties. Note. Resources must have an employee status value of Active to be eligible for staffing in PeopleSoft Resource Management. If a resource has any employee status other than active, you can view—but not change—the resource's eligibility.
Action	Enter the action that is taken for the employee. In PeopleSoft Resource Management, this field is used for information only. Available values are based on the translate values in the Employee Action field (ACTION) properties.
Employee Type	Enter the type of employee. In PeopleSoft Resource Management, this field is used for information only. Available values are based on the translate values in the Employee Type field (EMPL_TYPE) properties.
Business Unit	Enter the human resources business unit for the employee or non-employee. This is a required field. Available values are based on the Business Unit field (BUSINESS_UNIT) in the HR Business Unit record (BUS_UNIT_TBL_HR).
Department	Enter the employee's department. This field is required. Available values are based on the Department field (DEPTID) in the Departments record (DEPT_TBL).
Location Code	Enter the employee's work location. In PeopleSoft Resource Management, this field is used for information only. Available values are based on the Location field (LOCATION) in the Location record (LOCATION_TBL).
Supervisor ID	Enter the employee's supervisor or manager. Available values are based on the Employee ID field (EMPLID) in the Personal Data record (PERSONAL_DATA). You must enter a supervisor for all resources before you can use these features: Resource groups that are based on supervisor ID. Assignment approval workflow. Assignment status change notification workflow. Assignment schedule change notification workflow. Email notifications with comments regarding an assignment from a resource to the resource manager. You must enter a value in this field if PeopleSoft Program Management is installed.
Job Code	Enter the employee's job code. You can use this field to determine a resource's bill rate. Available values are based on the Job Code field (JOBCODE) in the Job Code record (JOBCODE_TBL). You must enter a value in this field if PeopleSoft Program Management is installed.
Employee Classification	Enter the employee's work classification. In PeopleSoft Resource Management, this field is used for information only. Available values are based on the translate values in the Employee Classification field (EMPL_CLASS) properties.
Standard Hours	Enter the employee's standard work hours. This value is used by the Resource Matching algorithm and in various PeopleSoft Resource Management interactive reports to calculate and report availability. You must enter a value in this field if PeopleSoft Program Management is installed.
Standard Work Period	Enter the employee's standard work period. This value is used by the Resource Matching algorithm and in various PeopleSoft Resource Management analyses to calculate and report availability. Available values are based on the Standard Work Period field (STD_HRS_FREQUENCY) in the Frequency record (FREQUENCY_TBL). You must enter a value in this field if PeopleSoft Program Management is installed.
Holiday Schedule	Enter the employee's holiday schedule. Available values are based on the Holiday Schedule field (HOLIDAY_SCHEDULE) in the Holiday table (RS_HOLIDAY_TBL).