Setting Up HRMS Integration

This section discussed how to set up the human resource management service operations and set up defaults for automatic creation of users and requesters.

Page Name

Definition Name

Usage

Requester Integration Defaults Page

PV_HR8_DEFAULTS

Enter user and requester defaults for utilization in requester integration processing.

PeopleSoft delivers the service operations in PeopleSoft Integration Broker with a default status of Inactive. You must activate each service operation before attempting to send or receive data from a third-party source or another PeopleSoft system, such as CRM. To setup this service operation:

  1. Define the requester role in eProcurement.

  2. Setup within PeopleSoft Integration Broker and Enterprise Components:

    Use the information in this table and refer to the setup instruction inSetting Up Service Operations.

Service Operation

Direction and Type

Handlers

Chunking Available?

Integrates With

USER_PROFILE

Inbound

Asynchronous

Update_User_Profile

UserProfileAndRequester

No

HRMS

JOBCODE_SYNC

Inbound

Asynchronous

JobcodeSync

No

HRMS

JOBCODE_FULLSYNC

Inbound

Asynchronous

JobcodeFullSync

No

HRMS

PERSON_BASIC_FULLSYNC

Inbound

Asynchronous

PersonBasicFullSync

No

HRMS

Warning! The JOBCODE_FULLSYNC and the PERSON_BASIC_FULLSYNC should not be activated unless the organization is performing an initial implementation and no actual data exists in the PeopleSoft FSCM database.

If you change the status of these service operations to Active, the data in the PeopleSoft FSCM database will be overwritten. Do not activate the FULL_SYNC versions in PeopleSoft HRMS or PeopleSoft FSCM unless you intend to overwrite all the data in the target tables.

PeopleTools: Integration Broker

Use the Requester Integration Defaults page (PV_HR8_DEFAULTS) to enter user and requester defaults for utilization in requester integration processing.

Navigation:

eProcurement > Administer Procurement

Click the Maintain System Users and Roles link on the Administer Procurement page.

Click the Requester Integration Defaults link on the Maintain System Users and Roles page.

This example illustrates the fields and controls on the Requester Integration Defaults page.

Requester Integration Defaults page

For the purpose of integrating with HRMS, you only need to define the fields within the User Preferences and the Requester Defaults group boxes.

The user profile defaults are used to enable automatic creation of users who do not exist when using the requester integration.