Integrating With PeopleSoft Human Resources

If you use PeopleSoft Human Capitol Management (HCM), you can populate the employee tables with data from the PeopleSoft Human Resources product. You accomplish this by using the Enterprise Integration tools delivered with Oracle's PeopleSoft Financials database. HCM publishes application messages that PeopleSoft Expenses receives and uses to populate intermediary or staging tables. PeopleSoft Expenses uses the employee data from the staging tables to populate the PeopleSoft Expenses employee tables.

This topic discusses:

Staging Tables to Load Employee Data.
Loading Credit Card Data From PeopleSoft Human Resources

Page Name	Definition Name	Usage
Load Employee Data Page	RUN_EXEEUPDT	Load employee data into PeopleSoft Expenses tables according to the options selected. Runs the Application Engine process EX_EE_UPDATE using the Process Scheduler.

PeopleSoft Expenses is pre-configured to subscribe to the employee data messages listed below and writes their content to the PeopleSoft Expenses staging tables. The PSFT_HR node sends these messages, upon changes to employee data, or at the request of an administrative user.

Message Channel	Message	Record	Description
HR_SETUP	BUS_UNIT_HR_FULLSYNC	BUS_UNIT_TBL_HR	Full data load of HR business units.
HR_SETUP	BUS_UNIT_HR_SYNC	BUS_UNIT_TBL_HR	Incremental update of HR business units.
PERSON_DATA	PERSON_BASIC_FULLSYNC	PERSONAL_DATA	Full data load of employee personal profile data.
PERSON_DATA	PERSON_BASIC_FULLSYNC	EMAIL_ADDRESSES	Full data load of employee e-mail address information.
PERSON_DATA	PERSON_BASIC_FULLSYNC	PERSONAL_PHONE	Full data load of employee personal phone information.
PERSON_DATA	PERSON_BASIC_FULLSYNC	PERS_DATA_EFFDT	Full data load of employee effective date information.
PERSON_DATA	PERSON_BASIC_FULLSYNC	PERS_NID	Full data load of employee identification information.
PERSON_BASIC	PERSON_BASIC_SYNC	PERSONAL_DATA	Incremental update of employee profile data.
PERSON_BASIC	PERSON_BASIC_SYNC	EMAIL_ADDRESSES	Incremental update of employee e-mail address information.
PERSON_BASIC	PERSON_BASIC_SYNC	PERSONAL_PHONE	Incremental update of employee personal phone information.
PERSON_BASIC	PERSON_BASIC_SYNC	PERS_DATA_EFFDT	Incremental update of employee effective date information.
PERSON_BASIC	PERSON_BASIC_SYNC	PERS_NID	Incremental update of employee identification information.
PERSON_DATA	WORKFORCE_FULLSYNC	EMPLOYMENT	Full data load of employee organizational data.
PERSON_DATA	WORKFORCE_FULLSYNC	JOB	Full data load of employee job data.
PERSON_DATA	WORKFORCE_SYNC	EMPLOYMENT	Incremental update of employee organizational data.
PERSON_DATA	WORKFORCE_SYNC	JOB	Incremental update of employee job data.

Load the data from these staging tables into PeopleSoft Expenses tables.

Use the Load Employee Data page (RUN_EXEEUPDT) to load employee data into PeopleSoft Expenses tables according to the options selected. This process runs the Application Engine process EX_EE_UPDATE using the Process Scheduler.

Navigation:

Travel and Expenses > Travel and Exp Admin Center > Load Data > Load Employee Data
Travel and Expenses > Manage Employee Information > Load Employee Data

Field or Control	Description
Load Organizational Data	Select to load employee information such as business unit, department, and supervisor. This also updates employee profiles with cash advance options defined for the expense business unit.
Load Employee Bank Data	Select to load employee bank account data used for expense reimbursements.
Sync Default Bank Account (synchronize default bank account)	Select to synchronize the default bank account with the Human Resources system. This option allows you to automatically change the default bank account if a change occurs in your Human Resources system. When deselected, PeopleSoft Expenses does not synchronize the default bank account that comes from the Human Resources system. Instead, Expenses retains the employee default account during the load process. This field controls the synchronization of the default bank account and is only active when the Load Employee Bank Data check box is selected. Information defined in PeopleSoft Expenses overrides anything that comes from Human Resources: If an account is entered on the Employee Profile - Bank Accounts Page and it is indicated as the default, then the account on the Expenses - Pay to Bank Accounts Page is used during the load process. If only one account is entered on the Employee Profile - Bank Accounts Page and the default check box is selected, `Expenses` is the Source, and the transaction comes from Human Resources, then the system always uses this account as the default. The Load process adds the other accounts to the profile but does not change the default.
Validate Organizational Data	Select to verify that employees belong to valid departments and business units defined for PeopleSoft Expenses. Employees must belong to valid business units and departments to process their expense transactions.
Load Entry Authorizations	Select to load user IDs assigned to employees by the system security administrator. This enables employees to enter expense data using their user IDs.

Application messages enable PeopleSoft Expenses to send and receive credit card data to and from PeopleSoft Human Resources. When one application changes a record, an application message automatically updates and synchronizes tables in the other application. Shared credit card data uses the message channel CORPORATE_CARD on message node PSFT_HR. The following application messages contain the data used to synchronize credit card information between the two databases:

Message Name	Records	Description
CORPORATE_CARD_DATA_FULLSYNC	CC_CARD_DATA_EX	Full data load of employee corporate card account data.
CORPORATE_CARD_DATA_SYNC	CC_CARD_DATA_EX	Incremental update of employee corporate card account data.
CORPORATE_CARD_FULLSYNC	CC_CARD_TBL_EX	Full data load of corporate card suppliers.
CORPORATE_CARD_SYNC	CC_CARD_TBL_EX	Incremental update of corporate card suppliers.

Integrating With PeopleSoft Human Resources

Page Used to Load Employee Data

Staging Tables to Load Employee Data

Load Employee Data Page

Loading Credit Card Data From PeopleSoft Human Resources