Establishing PeopleSoft Services Procurement Service Providers as Resources

This topic provides an overview of service providers and discusses how to establish PeopleSoft Services Procurement Service Providers as Resources.

Note: This topic is optional. If you do not implement PeopleSoft Services Procurement, you do not need to complete the tasks that are discussed in this section.

Page Name

Definition Name

Usage

Convert Person ID to Resource Page

RS_CONV_PERS_DATA

Specify employee information and job details for the person ID.

Map Employee ID to Person ID Page

RS_MAP_EMP_TO_PER

Map a PeopleSoft Services Procurement person ID to an employee record in PeopleSoft Resource Management.

Use this page only if PeopleSoft HCM is the employee source database.

In PeopleSoft Services Procurement, each service provider has a unique person ID. This section discusses the methods that can be used to establish a service provider as an eligible, non-employee resource in PeopleSoft Resource Management.

Manual Creation of Service Providers as Resources

These are the steps to manually establish a service provider as a resource:

  1. Associate the service provider person ID with an employee record in PeopleSoft Resource Management in one of two ways:

    • If you allow non-employee resources to be maintained in the Financials database, access the Convert Person ID to Resource page to create an employee record with the personnel status of non-employee from the existing person ID.

    • If you require non-employees to be maintained in the HCM database, create the employee record in PeopleSoft HCM, load the employee data into PeopleSoft Resource Management by using the application messaging synchronization process, and then access the Map Employee ID to Person ID page to associate the service provider with an employee record.

      Now you can access the Create Resources page to establish the individual service provider as a resource, or access the Create Resources Program page to establish resources in batch.

  2. Access the Maintain Eligibility page to manage the resource's eligibility.

    By default, the resource is eligible to be placed on an assignment.

Automatic Creation of Service Providers as Resources

If you select a service provider to fulfill a service requisition in PeopleSoft Services Procurement and the requisition is associated with a resource request, the system checks to see if the service provider is established as an eligible resource in PeopleSoft Resource Management. If the service provider is not an eligible resource and you allow non-employee data to be maintained in the Financials database, the system can automatically establish the service provider as a resource for you. The system assigns these supply categories to the resource:

  • Resource pool: Unassigned Pool

  • Role: blank

  • Personnel status: Non-Employee

Note: After you create PeopleSoft Services Procurement resources, update the region to which the resources belong in the resource profiles.

The system uses the following logic to establish the service provider as a resource:

  • If non-employees are maintained in PeopleSoft Resource Management and the person ID is not associated with an employee value (EMPLID) in Resource Management, the system creates an employee value with the personnel status Non-Employee.

    By default, the system creates the resource with the status eligible and the resource can be placed on an assignment. The system automatically changes the status to not eligible at the requisition end date. Other default values that appear in the employee record are specified on the Installation Options - Resource Management page.

  • If the service provider is associated with an employee record that is established as a resource, but the resource currently has a status of not eligible, the resource status changes to eligible.

    A future-dated row is added to return the resource to an ineligible status on the requisition end date.

Note: You can allow the resource to remain eligible after the assignment end date by manually deleting the future-dated ineligibility row.

This automatic conversion process occurs before the service provider is placed on the assignment in PeopleSoft Resource Management. The automatic conversion occurs only if you allow non-employee resources to be maintained in the Financials database.

Note: If you maintain non-employee data in both databases, and you integrate PeopleSoft Resource Management with Services Procurement, two employee records may exist for the same person. This can occur if a PeopleSoft Services Procurement person ID (PERSON_ID) and an PeopleSoft HCM employee record exist for the same person, and the system automatically establishes the person ID as a non-employee resource in PeopleSoft Resource Management.

Use the Convert Person ID to Resource page (RS_CONV_PERS_DATA) to specify employee information and job details for the person ID.

Navigation:

Resource Management > Establish Resources > Convert Person ID to Resource > Convert Person ID to Resource

This example illustrates the fields and controls on the Convert Person ID to Resource page.

Convert Person ID to Resource

Employee Information

See the Personal Data (Edit) Page (Common Definitions) for field definitions for First Name, Middle Name, Last Name, Preferred First Name, Preferred Middle Name, Preferred Last Name, and Display Name.

The Personnel Status value of Non-Employee is not editable.

Job Details

Default values for these fields are determined on the Installation Options - Resource Management page. You can override them for the employee if needed.

  • Business Unit

  • Department

  • Location Code

  • Supervisor ID

  • Job Code

  • Standard Hours

  • Standard Work Period

  • Holiday Schedule

Use the Map Employee ID to Person ID page (RS_MAP_EMP_TO_PER) to map a PeopleSoft Services Procurement person ID to an employee record in PeopleSoft Resource Management.

Navigation:

Resource Management > Establish Resources > Map Employee ID to Person ID

Use this page if PeopleSoft HCM is the only source database for non-employees. When you enter the Map EmplID to Person ID component (RS_MAP_EMP_TO_PER), select Add a New Value on the search page to create a new association between an employee ID and a person ID. Select Find an Existing Value to view and edit an existing association.

Field or Control

Description

Employee ID

In the search page, select the employee ID to map to a person ID or view an existing association. Available values are based on employee IDs that are created in the HCM database with a personnel status of non-employee and are not already mapped to a person ID.

Add

Click to proceed to select the corresponding person ID.

Person ID

Enter the person ID from PeopleSoft Services Procurement to associate with this employee ID in PeopleSoft Resource Management. Available values are based on person IDs that are not already mapped to an employee ID.