Setting Up PeopleSoft HelpDesk for HR – 360° View

This chapter provides an overview of PeopleSoft HelpDesk for HR and discusses how to:

Click to jump to parent topicUnderstanding PeopleSoft HelpDesk for HR

PeopleSoft 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:

See Also

PeopleSoft PeopleBook: Enterprise Components

Click to jump to parent topicExtracting and Displaying PeopleSoft HCM Information

PeopleSoft HelpDesk for HR extracts and displays the following information from PeopleSoft HCM:

You cannot modify the information from the HelpDesk pages.

Click to jump to parent topicSetting 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

Click to jump to parent topicSetting 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.

Click to jump to top of pageClick to jump to parent topicPage Used to Set Up Direct Reports for PeopleSoft HelpDesk for HR

Page Name

Definition Name

Navigation

Usage

Target Information

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.

Click to jump to top of pageClick to jump to parent topicSetting Up Direct Reports Access Type

To set up the access type:

  1. 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.

  2. On the Target Information page choose the Access Type By Supervisor Id.

  3. Save the page.