Understanding PeopleSoft HelpDesk for HRThis chapter provides an overview of PeopleSoft HelpDesk for HR and discusses how to:
Extract and display HCM information.
Set up security for PeopleSoft HelpDesk for HR.
Set up direct reports for PeopleSoft HelpDesk for HR.
Understanding PeopleSoft HelpDesk for HRPeopleSoft HelpDesk for HR – 360° View provides a complete view of a person's HCM data. This PeopleSoft CRM application is set up and operated from CRM but extracts and displays data stored in PeopleSoft HCM.
As part of the PeopleSoft HelpDesk for HR setup, you must:
Set up HCM security giving HelpDesk agents access to the data of the people they will be serving.
Set up the direct report structure for the managers in your organization.
See Also
PeopleSoft PeopleBook: Enterprise Components
Extracting and Displaying PeopleSoft HCM Information
PeopleSoft HelpDesk for HR extracts and displays the following information from PeopleSoft HCM:
Personal
Job
Position summary
Payroll summary
Benefits summary
Dependent and benefits
Direct reports
You cannot modify the information from the HelpDesk pages.
Setting Up Security for PeopleSoft HelpDesk for HR
Data permission security for PeopleSoft HelpDesk for HR works the same way as it does for all of HCM. The HelpDesk agents using PeopleSoft HelpDesk for HR must be have access to data in order to view it on the 360 Degree View page.
Agent Levels and Permissions
There are three levels of HR HelpDesk Agents in the CRM database – Level 1, Level 2 and Level 3. Level 1 and Level 2 Agents cannot access certain HCM pages through the Action Links. Besides, the Level 1 Agent can only view the HCM pages but cannot make changes. The following table shows the pages that each agent can access in HCM database.
|
Action Links |
Level 1 Agent |
Level 2 Agent |
Level 3 Agent |
|
HRMS – Personal Information |
No |
Yes |
Yes |
|
HRMS – Emergency Contact |
Yes |
Yes |
Yes |
|
HRMS – Job Summary |
Yes |
Yes |
Yes |
|
HRMS – Job Data Information |
Yes |
Yes |
Yes |
|
Benefits – Benefits Summary |
Yes |
Yes |
Yes |
|
Benefits – Dependent Benefits |
No |
Yes |
Yes |
|
Benefits – Disability Plans |
Yes |
Yes |
Yes |
|
Benefits – Enroll In Benefits |
No |
Yes |
Yes |
|
Benefits – FSA Plans |
Yes |
Yes |
Yes |
|
Benefits – Health Plans |
Yes |
Yes |
Yes |
|
Benefits – Leave Plans |
Yes |
Yes |
Yes |
|
Benefits – Life/ADD Plans |
Yes |
Yes |
Yes |
|
Benefits – Pension Plans |
Yes |
Yes |
Yes |
|
Benefits – Retirement Plans |
Yes |
Yes |
Yes |
|
Benefits – Savings Plans |
Yes |
Yes |
Yes |
|
Benefits – Vacation Plans |
Yes |
Yes |
Yes |
|
Payroll – Direct Deposit – US |
No |
Yes |
Yes |
|
Payroll – Direct Deposit – USF |
No |
Yes |
Yes |
|
Payroll – General Deduct - US |
No |
No |
Yes |
|
Payroll – General Deduct – USF |
No |
No |
Yes |
|
Payroll – Paycheck – US |
Yes |
Yes |
Yes |
|
Payroll – Paycheck – USF |
Yes |
Yes |
Yes |
|
Payroll – Paysheet – US |
No |
No |
Yes |
|
Payroll – Paysheet – USF |
No |
No |
Yes |
|
Payroll – Savings Bond – US |
Yes |
Yes |
Yes |
|
Payroll – Tax Data – US |
No |
No |
Yes |
|
Payroll – Tax Data – USF |
No |
No |
Yes |
|
Stock – Stock Activity |
No |
Yes |
Yes |
|
Stock – Stock Exercise |
No |
Yes |
Yes |
|
Training – Course Enrollment |
No |
Yes |
Yes |
|
Training – Training Summary |
Yes |
Yes |
Yes |
See Also
Setting Up and Administering HCM Security
Setting Up Direct Reports for PeopleSoft HelpDesk for HR
To set up Direct Reports for PeopleSoft HelpDesk for HR, use the Direct Reports Setup component (SS_LINK_TBL).
PeopleSoft HelpDesk for HR can only retrieve the appropriate reporting structure for a person if you have set up the access type on the Direct Reports Setup page.
Page Used to Set Up Direct Reports for PeopleSoft HelpDesk for HR|
Page Name |
Definition Name |
Navigation |
Usage |
|
SS_LINK_TBL |
Set Up HRMS, Common Definitions, Direct Reports for Managers, Direct Reports Setup, Target Information |
Set up the access type for the HD_360_COMPONENT. |
Setting Up Direct Reports Access TypeTo set up the access type:
Access the Direct Reports Setup component (Set Up HRMS, Common Definitions, Direct Reports for Managers, Direct Reports Setup) and select the component HD_360_COMPONENT.
On the Target Information page choose the Access Type By Supervisor Id.
Save the page.