Setting Up Your General Business Environment
To set up your business environment, use the TableSet Control (SETID_TBL) and Staffing Branch (FO_BRANCH_TBL) components.
Your implementation team must decide how to classify your organization's data in Staffing Front Office. This involves determining how to define your TableSet sharing. This topic provides an overview of TableSet sharing and discusses how to set up general business environment.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
SETID_TBL |
Establish TableSet IDs to share within your environment. |
|
|
FO_BRANCH_TBL |
Define branch information and business unit mapping. |
TableSet sharing is a way to share common information among business units. The key to sharing that information is defining what data is available under specific circumstances. To do this, PeopleSoft uses SetIDs. TableSet sharing consists of assigning SetIDs to specific record groups.
PeopleSoft Staffing Front Office provides several record groups for business unit and SetID functionality.
Record groups ensure that TableSet sharing is applied consistently across related tables and views in your system. A record group can contain a single table or many tables and views. Because table sharing is defined by a record group and not by individual tables, you do not need to know every table that is involved in a particular function, such as establishing customers.
For example, mapping a new SetID to record group FO_01 links that SetID to all views and tables that are contained in that record group. PeopleSoft delivers your Staffing Front Office system with all tables and views assigned to record groups.
Note: Set up TableSet controls if you are sharing data across business units. If you are integrating with PeopleSoft Pay/Bill Management, the SetIDs used for customers, suppliers, departments, and rates must match the SetIDs used within the Financials and HCM databases.
Branches
Branches offer your organization a structuring device through which you can implement PeopleSoft Staffing Front Office based on how your business is organized. Your branches might be companies, subsidiaries, divisions, departments, or branch offices within your organization.
Each branch is actually a separate part of your organization. For example, you might have a southwest staffing branch and a southeast staffing branch for temporary resources.
When you establish branches in Staffing Front Office, be aware that no predefined definitions exist; use the branch organizational level in the ways most useful to you.
Staffing Front Office enables you to interact with your intranet and the Internet. Some functions in Staffing Front Office draw upon stored uniform resource locators (URLs) or web site addresses. URLs are used, for example, by the attachment functionality and to check stock quotes. You can add other URLs to accommodate future enhancements.
It is recommended that you create two URL Identifiers for PeopleSoft Staffing Front Office using the URL Maintenance Page to set . Values are:
ATTACHMENTS: Defines the file transfer protocol (FTP) that specifies where in your network to store files that are attached to records in your Staffing Front Office components. For example, the path that is specified in the URL field is where you store resumes that are attached to an applicant's data. Be sure to use the exact value.
STOCK_SYMBOL: Specifies the website in which to find stock quotes for a company. You can find a customer's current stock value by clicking the stock quote link in the Customer component. Be sure to use the exact value.
Use the TableSet Control page (SETID_TBL) to establish TableSet IDs to share within your environment.
Navigation:
Field or Control |
Description |
|---|---|
Description |
Enter a name to identify the TableSet control. |
Short Description |
Enter a short name to identify the TableSet control. |
Warning! TableSet IDs must be five characters long to avoid affecting system performance.
Use the Staffing Branch page (FO_BRANCH_TBL) to define branch information and business unit mapping.
Navigation:
This example illustrates the fields and controls on the Staffing Branch page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Branch |
Select the ID of the staffing branch. |
Description and Short Description |
Enter the name of the branch or region. The system uses this value on reports, and on your internal website if you publish orders. |
Fixed Cost Margin |
Enter the average overhead percentage rate for this branch, not including workers' compensation. The system uses this percentage to calculate the margin for your assignments. This value appears by default in the Order Margin estimator. |
Rate Type |
Select the rate type that you want to use for this branch. |
Job Board Distributor |
Select an option from a list of Job Board Distributor suppliers for the branch. Job Board Distributor suppliers are defined on the Supplier Integration Setup page. See the topic “Setting Up Third-party Integrations”, “Supplier Integration Setup Page”. When you select a value in this section, it overrides the default selection on the Installation Options – Staffing Installation page. |
Note: You must set up TableSet controls if you share data across business units.
Business Unit Mapping
Field or Control |
Description |
|---|---|
Contracts Business Unit |
Displays the PeopleSoft Contracts business unit associated with the branch. Note: This field appears only if you have Pay/Bill Management installed. When an order is first saved with a status different than Draft, PeopleSoft Pay/Bill Management automatically creates a contract in the PeopleSoft Contracts application using the contract business unit associated with the staffing branch specified in the job order. |
PC Business Unit |
Select the PeopleSoft Project Costing business unit that is associated with the branch. This Project Costing business unit appears by default on the Add History page (Staffing, Agenda and History, Add History). Note: This field appears even if you do not have PeopleSoft Pay/Bill Management installed since a PeopleSoft Project Costing business unit is part of the key of the order transaction. If PeopleSoft Pay/Bill Management is installed, however, when an order is first saved with a status different than Draft, the system automatically creates a project in the PeopleSoft Project Costing application using the projects business unit associated with the staffing branch specified in the job order. |
AP Business Unit |
The PeopleSoft Payables business unit associated with the branch. Note: This field appears only if you have PeopleSoft Pay/Bill Management installed. When temporary assignments are created for non-employees, PeopleSoft Pay/Bill Management provides functionality to automatically create a voucher in the PeopleSoft Payables application using the non-employee time reported in PeopleSoft Time and Labor. PeopleSoft Pay/Bill Management creates this voucher using the AP Business Unit associated with the staffing branch specified in the order. |
Location Code |
Enter the physical address of the branch. |
Job Board Distributor |
Select an option from a list of Job Board Distributor suppliers for the branch. Job Board Distributor suppliers are defined on the Supplier Integration Setup page.Supplier Setup Page When you select a value in this section, it overrides the default selection on the Installation Options - Staffing Installation Page. |
Staffing orders are keyed by PeopleSoft Project Costing business units—even if you are not using PeopleSoft Project Costing. You must set up PeopleSoft Project Costing business units and map the staffing branches to the corresponding PeopleSoft Project Costing business unit. If you have PeopleSoft Staffing Front Office without PeopleSoft Pay/Bill Management, this is the only PeopleSoft Project Costing related configuration you must complete.