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.

Define employee data tables by completing these steps:

  1. Access the setup table page.

  2. Enter a new or existing employee ID.

  3. Enter or update the required information on each page.

  4. Save the record and click Add to create the next employee ID and definition.

Page Name

Definition Name

Usage

Update Employee Data: Personal Data Page

RS_CM_PERSONL_DATA

Specify name, address, telephone, and personnel status information for an employee ID.

Update Employee Data - Employee Job Page

RS_CM_EMPL_JOB

Specify employee status and other basic job information such as department, location, and supervisor.

Update Employee Data - Visa/Work Permit Page

RS_CM_VISA_PRMT

Specify visa and work permit information.

Update Employee Data - Citizenship/Passport page

RS_CM_CITI_PASS

Specify citizenship and passport information.

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:

Resource Management > Establish Resources > Update Employee Data > Personal Data

This example illustrates the fields and controls on the Update Employee Data: Personal Data page.

Update Employee Data: Personal Data (Resource Management)

If the employee data comes from PeopleSoft Human Capital Management (HCM) the information is display-only.

Field or Control

Description

Preferred First Name, Preferred Middle Name, and Preferred Last Name

See field definition on the Personal Data (Edit) Page (Common Definitions).

Display Name

See field definition on the Personal Data (Edit) Page (Common Definitions).

Personnel Status

Select Employee or Non-Employee.

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.

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.

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:

Resource Management > Establish Resources > Update Employee Data > Employee Job

This example illustrates the fields and controls on the Update Employee Data: Employee Job page.

Update Employee Data: Employee Job

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 Search Framework and Resource Matching Cache Tables.

Field or Control

Description

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 capital 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).

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

Navigation:

Resource Management > Establish Resources > Update Employee Data > Visa / Work Permit

This example illustrates the fields and controls on the Update Employee Data - Visa/Work Permit page.

Update Employee Data: Visa/Work Permit

Enter the applicable information for each field.

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

Navigation:

Resource Management > Establish Resources > Update Employee Data > Citizenship / Passport

This example illustrates the fields and controls on the Update Employee Data - Citizenship/Passport page.

Update Employee Data: Citizenship/Passport

Enter the applicable citizenship and passport information for each field.