Setting Up Implementation Defaults

Select this option if you license and implement the payroll process integration pack for SAP.

Select this option if you license and implement the Talent Integration Management solution.

The Talent Integration Management solution enables you to integrate between two instances of HCM on different releases, and utilize new functionality delivered in the newer system without having to perform a full upgrade. 

For example, as you run your core HR products on an older HCM instance, you can integrate with another HCM instance running on the current release using Talent Integration Management, and be able to take advantage of all the new Talent Management features offered on that release.

See this My Oracle Support posting for more information: PeopleSoft Talent Management 9.2 to PeopleSoft 9.1 Integration (Document 1583596.1)

Enter the minimum and maximum standard hours that workers are expected to work in the standard work period. The system enters this information as default values but you can override the values on either the Job Code component (JOB_CODE_TBL) or Position Data component (POSITION_DATA).

Enter the number of hours in a standard work period at the company. This is a required field. When you define preferences for a primary permission list, the standard hours appear by default from the Installation Table. The value that you enter also becomes the default standard hours value for a job in the Job Code Table component and the default standard hours value in the Salary Plan Table component (SALARY_PLAN_TABLE).

PeopleSoft Human Resources uses standard hours to compute a full-time equivalency (FTE) value to prorate holiday hours and pay for part-time and hourly workers.

Select a standard work period (the time period in which workers must complete the standard hours). Values are stored on the Frequency table.

The system uses the annualization factor of the standard work period in combination with the standard hours to calculate FTE.

The system expects that you track position data for all people in your organization and that you drive your human resource system by position, not by person.

The system uses whatever position data is available, but doesn't require that you track your entire organization using position management. Select to use the business process on a trial basis or for selected departments.

You drive your system by person. You can still assign position numbers to people, but the system doesn't use position data for job records, such as work phone or mail drop ID. This is helpful for tracking only certain positions, such as those above a particular management level.

The system uses this number to capture the maximum number of incumbents in a position that will be updated online. The system default is 50, but you can adjust this amount based on your organization's server capabilities.

If the number of incumbents for the position does not exceed the limit set here, the incumbent data is updated online.

When saving data in the Position Data component, and the number of incumbents for the position exceeds the limit set here, the system will display a message that the update of incumbent data will be done through a batch process. The process is scheduled and another message with the process instance number of the job displays. The application engine program calls the Position Data CI so that the UpdateIncumbents function is invoked to perform the incumbent updates.

Select the value to use for reporting salaries. This field is required. The system also uses this value as the default compensation frequency in the Job Code Table.

Select if your organization bundles rate codes to apply percentages when calculating compensation.

Select if your organization uses rate codes that have the rate code type points.

Select if your organization uses a multistep/grade salary plan. This causes the system to use the Salary Step Components page (SALARY_PLAN_T3GBL) to determine compensation rates.

Select if you use different types of currency to pay people. This option affects only PeopleSoft Payroll for North America. PeopleSoft Global Payroll uses a separate multicurrency in the payroll system.

Select a currency code from the values in the Currency Code page (CURRENCY_CD_TABLE). The code you select is the default currency that the system uses to calculate compa-ratios (percent through range calculations) and all total amounts on pages and reports for PeopleSoft Human Resources and PeopleSoft Payroll for North America, regardless of the currency that is used for individual line items.

For example, if the U.S. dollar is your base currency, but your global salespeople submit expense reports in French francs, the system calculates the expense total in U.S. dollars by internally converting all line item amounts to U.S. dollars and displaying the total in U.S. dollars.

Identify the default rate type on which your currency conversion is based. Do this only if you haven't specified a default rate type for a primary permission list on the Org Defaults by Permission Lst component. The system checks the Org Defaults by Permission Lst component for a default rate type first; if none is specified, it looks at this value.

Select to enable the settings for sensitive data masking.

Select to display a photo of the employee on application pages throughout the HCM system. Many application pages display employee photos using the Mouse Over Popup feature. For more information on employee photos and how to set up these popup pages displaying the employee photo, see Understanding Employee Photos and the Mouse Over Popup Page and Setting Up Mouse Over Popups.

Deselect to turn off the employee photo display across the HCM application. When this option is deselected, the Display on Self Service and Allow Employee to Upload Photo check boxes on this page become unavailable for selection.

Select to display a photo of the employee on the self service and PeopleSoft Fluid User Interface pages, this includes the pages on ePerformance and the Org Chart Viewer, such as the Company Directory.

Select to enable employees to upload their own photo. By selecting this option, the Update Photo link or icon will appear beneath the employee photo on the self-service Personal Information Summary page, the Profile Page of the Org Chart Viewer (such as the Company Directory), and the Personal Details page of the PeopleSoft Fluid User Interface (see Using the PeopleSoft Fluid User Interface to Review and Update Personal Information).

When this option is enabled, the employee can select the Update Photo link or icon to select a photo display options. The employee can chose to display:

• No photo (this option displays a default photo image).

• The official HR system photo that is stored in the system.

• A personal photo he or she has uploaded.

When deselected, the Update Photo link or icon will not be a available on the self-service pages. However, administrators still have the ability to upload the official HR system photo on the Identification Data - Employee Photo Page.

Select to activate these different types of benefits functionality.

Enter the start date in PeopleSoft date format: MM/DD/YYYY.

For the Default Pay Basis, select the value to use for quoting and reporting salaries. This field is required if you selected Federal on the Products page.

Select this check box to expose National Finance Center (NFC) fields on impacted components and run the associated Peoplecode logic.

Select to enable the system to run a calculation and confirmation at the same time. It is possible for a person to be in two concurrent runs; this could cause a deadlock situation where the process ends abnormally.

Select to enable the system to create employee federal, state, and provincial tax records automatically whenever the following criteria are met:

• You hire an employee.

• An employee has a job change requiring a new work tax location.

• You add a concurrent job that requires a new work tax location for an employee.

• You hire an employee from the Applicant Tracking System.

• A person transfers to a new company.

Automatically selected when you select Automatic Employee Tax Data. Leave this field selected to assume that an employee is a resident of any local tax jurisdiction that happens to be located in the employee's state of residence. If this assumption is not true, clear this field to prevent resident local taxes from being erroneously deducted from an employee's paycheck.

Select to enable payroll users to make paysheet changes to data that is retrieved from PeopleSoft Time and Labor. PeopleSoft recommends not selecting these check boxes because changes that are made directly to the paysheets aren't transmitted to PeopleSoft Time and Labor.

The Pay Calculation process uses the value of the Load in Preliminary Calc field to determine whether to load new available time (additional time that was worked before the job change but not previously loaded on paysheets):

• If you select this check box, the system loads all valid available time to the new paysheets, including new available time.

• If you deselect this check box, the process does not load any new available time to paysheets, except as noted below.

(Optional) Enter a prefix to be used for accounts payable invoices that are generated through HCM.

Select to enable pre-encumbrance and encumbrance triggers to be processed from various online events. Each event causes the system write a record to the Encumbrance Trigger table (ENCUMB_TRIGGER), which is then used as input for the Batch Encumbrance Calculation process (ENC_CALC).

Select to enable real-time budget checking using the Commitment Control Budget Processor in PeopleSoft Financials. Real-time budget checking verifies available funding for job data changes or position data changes that generate encumbrances and pre-encumbrances. The Commitment Control Budget Processor is a PeopleSoft Financials Application Engine program that checks your budget for available funds

This check box is available if you have configured the necessary integration with PeopleSoft Financials 9.0 or higher, but you must separately confirm that the necessary ledgers have been set up. If the ledgers have not been set up, the Commitment Control Budget Processor response to all budget checks is that the charges are invalid.

See Comm. Acctg. and EG Page.

This setting is applicable only to departments with real time budget checking configured in department table setup.

Select to prevent users from saving certain critical job data and position data changes when real-time budget checking shows that there are not sufficient budgeted funds for the change.

Critical changes in the Job Data component include hiring, rehiring, and adding a concurrent job. Critical changes in the Position Data component include creating a position, increasing the head count for a position, changing a position from inactive to active, and changing the Pre-Encumbrance Indicator for a position from None or Requisition to Immediate. Any other changes that affect encumbrance and pre-encumbrance calculations are considered non-critical.

If you select this check box, users must address the budget errors before the system will allow the critical job data or position data changes to be saved. If you do not select this check box, users can choose to ignore the budget errors for critical changes.

Select if your organization comprises more than one company. Select if you use PeopleSoft Pension Administration, because you set up companies specifically to house your pension payees.

Select to automatically terminate any job that has an end date. The system does this by creating a termination row for the job.

Select to activate substantive job suspension for workers working in temporary assignments where the substantive job requires suspension for the duration of the assignments.

Enter a three-digit number to be a default Social Security number for all applicants or people whose Social Security numbers are unavailable. Assign a value that is greater than 800 so that the temporary number doesn't conflict with valid Social Security numbers.

Enter the number of characters to be used for employee IDs.

Displays the version of PeopleSoft General Ledger that is interfacing with PeopleSoft HCM. Click the Update Version button if you change versions. The system will automatically update the GL Version.

Click to test the integration with PeopleSoft Financials and display the latest version of Financials.

Select to cache the results of your validations. This improves performance by enabling you to cached validations.

Enter the number of days to store validation results. The system will delete anything in the cache older than this.

Select a country for the system to enter as a default value.

The system displays the default base language for the database.

Select this link to go to the Installed HR Countries page, where you can select which local country functionality is installed in the system.

Enter the Census Metro Area (CMA) code that is prescribed by Statistics Canada for this location. The system uses the default CMA code that you enter only if no default CMA code is specified on the Org Defaults by Permission Lst component. CMA refers to the main labor market area of an urban core with a population of at least 100,000. This field is required for Canadian companies.

Used for Canadian employment equity purposes. The system uses the default value that you enter only if no default industrial sector is specified on the Org Defaults by Permission Lst component. This value is used as the default for the Canadian Industrial Sector field in the Department component; and it identifies the industrial sector with which people in a given department are associated. This field is required.

Select this check box for Australian public service organizations.

Select if you will be implementing Additional Appointment tracking (Kenmu). Selecting this check box activates functionality to create a dummy additional appointment job code when you create a new business unit.

See Understanding Additional Appointments.

Select this check box if you want to collect U.S. employee ethnicity data using the two-question format defined in the U.S. Office of Management and Budget's (OMB) 1997 Standards for Maintaining, Collecting and Presenting Federal Data on Race and Ethnicity.

When this check box is selected, U.S. employees who access the self-service Ethnic Groups page see a version of the page that uses the two-question format.

When this check box is deselected, U.S. employees see the same version of the self-service Ethnic Groups page that non-U.S. employees see. This general-purpose version of the page does not include any questions. Instead, employees specify one or more ethnicities in an Ethnic Groups grid.

Enter the date and time of the start and stop.

Select to gather statistics locally.

Select to gather statistics globally.

Enter the number of seconds for gathering the statistics.

Enter the type of third-party program you use to create organizational charts with your human resources data.

Enter the maximum number of rows in a scroll-controlled data box for third-party systems.

Enter the maximum number of people for the system to process before committing. This setting is used only for PeopleSoft Payroll for North America processing.

Select to include a map of an address.

Select this check box when you have licensed the Oracle Maps Cloud Service for PeopleSoft to enable applications to use eLocation services.