Understanding Employee Source Data Options

PeopleSoft Resource Management requires access to current personal and professional employee information. If you use PeopleSoft Human Capital Management (PeopleSoft HCM) or higher, this information is accessible from the HCM database. If you do not use PeopleSoft HCM, you can enter employee data into PeopleSoft Resource Management. If you use a third-party HCM system, or an earlier version of PeopleSoft HCM, PeopleSoft PeopleTools provides the functionality to create an interface between PeopleSoft Resource Management and other HCM databases.

During implementation planning you must determine the source of your employee data. Three possible sources of employee data are:

  • PeopleSoft HCM application database.

  • An earlier version of PeopleSoft HCM or a third-party HCM application.

  • PeopleSoft Financials application database, which includes Financial Management Solutions, Enterprise Service Automation, and Supply Chain Management.

This section discusses:

  • PeopleSoft HCM.

  • PeopleSoft Resource Management without PeopleSoft HCM integration.

  • Employee and non-employee source data.

PeopleSoft Resource Management is tightly integrated with PeopleSoft Human Capital business processes. You should use PeopleSoft Human Capital business processes because of their complete functional capabilities and ease of integration with PeopleSoft Resource Management.

When you use PeopleSoft HCM as your employee source database, selected data that is used to populate PeopleSoft Resource Management employee records and resource profiles is imported from PeopleSoft HCM using PeopleSoft application messages.

If you do not use an HCM database as the source for employee or non-employee data, you must update the source data tables in PeopleSoft Resource Management to maintain employee and competency information.

In the Financials database you have the option to manage non-employee resources as easily as you manage employee resources. Non-employees may be contractors or consultants that your organization hired to do work for the organization. They may also be contract service providers that your organization hired to provide services to an end customer.

During implementation, you determine whether your organization's business processes allow non-employees to be established as resources. The effect of each option on establishing resources is:

  • If your organization allows non-employees to be established as resources, the resources' personnel status is visible throughout the system so that you can distinguish between employees and non-employees.

    You can control non-employee resources' eligibility, maintain their competencies, accomplishments, and schedules, search for non-employee resources, and assign non-employee resources to projects and service orders. In addition, the Person Type field (PER_TYPE) appears on the Employee Data page so that you can further classify the non-employee. Examples of non-employee person types are temporary worker or independent contractor.

  • If your organization allows only employees to be established as resources, the non-employee's personnel status appears on the Employee Data page for information, but you cannot establish a non-employee as a resource.

    Resources that appear elsewhere in the system all have the personnel status Employee.

During implementation, you also select the employee and non-employee source database. The effect of each option on establishing resources is:

  • If PeopleSoft HCM is the only source for employee and non-employee data, you can review—but not create or update—employee records in PeopleSoft Resource Management.

  • If PeopleSoft HCM is the source for employee data, and the Financials database is the source for some or all non-employee data, you can create employee records with the personnel status of Non-Employee in either database, and you can review any employee records in the Financials database.

  • If the Financials database is the only source for employee and non-employee data, you can create and update employee records in the Financials database.