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	select Resource Management, then select Establish Resources, then select Update Employee Data, then select 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

Use the Update Employee Data - Personal Data page (RS_CM_PERSONL_DATA) to specify name, address, telephone, and personnel status information for an employee ID.

Navigation

select Resource Management, then select Establish Resources, then select Update Employee Data, then select Personal Data

Image: Update Employee Data - Personal Data page

This example illustrates the fields and controls on the Update Employee Data - Personal Data page. You can find definitions for the fields and controls later on this page.

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

Use the Update Employee Data - Employee Job page (RS_CM_EMPL_JOB) to specify employee status and other basic job information such as department, location, and supervisor.

Navigation

Select the Employee Job tab in any page in the Personal Data Table component.

Image: Update Employee Data - Employee Job page

This example illustrates the fields and controls on the Update Employee Data - Employee Job page. You can find definitions for the fields and controls later on this page.

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 Setting Up and Maintaining the SES Search Engine and Resource Matching Cache Tables.

Visa Permit Information

Use the Update Employee Data - Visa/Work Permit page (RS_CM_VISA_PRMT) to specify visa and work permit information.

Navigation

Select the Visa/Work Permit tab in any page in the Personal Data Table component.

Image: Update Employee Data - Visa/Work Permit page

This example illustrates the fields and controls on the Update Employee Data - Visa/Work Permit page. You can find definitions for the fields and controls later on this page.

Enter the applicable information for each field.

Citizenship and Passport Information

Use the Update Employee Data - Citizenship/Passport page (RS_CM_CITI_PASS) to specify citizenship and passport information.

Navigation

Select the Citizenship/Passport tab in any page in the Personal Data Table component.

Image: Update Employee Data - Citizenship/Passport page

This example illustrates the fields and controls on the Update Employee Data - Citizenship/Passport page. You can find definitions for the fields and controls later on this page.

Enter the applicable citizenship and passport information for each field.