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Getting Started with PeopleSoft HCM
PeopleSoft HCM Overview
PeopleSoft HCM Integrations
PeopleSoft HCM Implementation
Understanding HCM
Control Tables, Transaction Tables and Prompt Tables
Business Units, Tablesets and Set IDs
Effective Dates
Person or Position Structure
Working with System Data Regulation in HCM
Understanding PeopleSoft HCM System Data Regulation
Prerequisites
Working with Business Units
Working with TableSets
Working with Permissions Lists and System Defaults
Working with Regulatory Regions
Understanding Regulatory Regions
Understanding Regulatory Region Table Relationships
Establishing Regulatory Regions
Associating a Regulatory Region with a Transaction
Setting Up and Administering HCM Security
Understanding PeopleSoft Security
Understanding Data Permission Security for HCM
Implementing Data Permission Security
Implementing Sensitive Data Masking
Setting Up and Assigning Tree-Based Data Permission
Assigning Role-Based Data Permission Security to Permission Lists
Refreshing Security Join Tables
Querying Data Permission Security
Creating Data Permission Security for Managers
Creating and Locking User IDs
Setting Up Security for Local Functionality
Modifying Data Permission Security
Setting Up Encryption Framework
Understanding the Encryption Framework
Understanding Data Encryption for Global Payroll for United States
Understanding Data Encryption for Payroll for North America
Understanding Data Encryption for Payroll Interface
Setting Up the Encryption Framework
Setting Up and Installing PeopleSoft HCM
Setting Up Implementation Defaults
Setting Up HCM Options on the PeopleTools Options Page
Administering Country Codes
Setting Up Regulatory Regions
Establishing Regulatory Transaction Types
Installing Person Objects
Setting Up and Working with Search/Match
Understanding Search/Match
Setting Up Search/Match
Working with Search/Match
Setting Up and Working with External Search/Match
Understanding External System Integration
Understanding External Search/Match
Setting Up External Search/Match
Working With External Search/Match
Setting Up and Working with Languages
Understanding Language Support in PeopleSoft
Setting Language Preferences
Working with Alternate Character Sets
Setting Up and Working with Currencies
Understanding Currency
Configuring Currency Precision
Viewing Multiple Currencies
Viewing Information About Current Exchange Rate Calculations
Running Currency Setup Reports
Setting Up and Working with Frequencies
Understanding Frequency IDs
Understanding Frequency in Compensation Rate Conversions
Understanding Frequency in Global Payroll
Understanding Frequency in Payroll for North America
Defining a Frequency ID and Country-Specific Defaults
Setting Up Organization Foundation Tables
Setting Up Person of Interest Types
Setting Up Holiday Schedules
Defining Business Units
Entering Company Information
(USF) Entering Agency Information
Defining Establishments
Establishing Locations
Establishing Military Locations
(USF) Establishing Federal Locations
Setting Up Company Locations
Maintaining Departments
(USF) Setting Up Federal Departments
Setting Up Primary Permission List Preferences
Setting Up Personal Information Foundation Tables
Defining Citizen Status Codes
Defining National ID Types
Setting Up Additional Name Information
Setting Up Gender Details
Defining Personal Address Types
Configuring Address and Contact Types for Fluid Self Service
Defining Social Media Types
Setting Up Jobs
Defining Job Subfunction and Job Function Codes
Defining Job Families
Classifying Jobs
Defining Job Tasks
Setting Up Pay Groups
Running Job Code and Pay Group Reports
(USF) Setting Up Human Resources Management Tables
Setting Up Federal HCM Control Tables
Running Federal HCM Setup Reports
Viewing the Project Costing and General Ledger Business Unit Tables
Setting Up Banks and Bank Branches
Understanding Bank and Bank Branch Setup
Setting Up Banks and Bank Branches
Setting Up IBAN Information
Specifying Source Banks
Reporting on Banks and Bank Branches
Setting Up and Working with ChartFields and ChartField Combinations
Understanding PeopleSoft ChartFields
Prerequisites
Specifying the General Ledger System and Version
Setting Up the ChartField Configuration Template
Entering and Maintaining ChartField Values
Entering and Maintaining Valid ChartField Combinations
Reviewing and Maintaining ChartField Transactions
Editing ChartField Combinations in HCM Transactions
Editing ChartField Combinations in HCM Fluid Transactions
Setting Up Local Country Functionality
Understanding Local Country Functionality Setup
(CHE) Maintaining Swiss Postal Codes
(DEU) Setting Up the German Control Table
(ITA) Setting Up Italian City Codes
(JPN) Setting Up Japanese Control Tables
(NLD) Loading Dutch Postal Codes
(ESP) Setting Up Spanish Control Tables
(GBR) Setting Up National Insurance Prefixes for the U.K.
Setting Up and Working with Market Pay
Understanding Market Pay
Prerequisites
Setting Up Geographical Areas and Market Pay Matrices
Mapping Data and Loading the Matrix
Setting Up Pay Calendars
Creating Balance IDs
Creating Pay Run IDs
Creating Pay Calendars and FLSA Calendars
Setting Up Company Tax Tables for North America
(USA) Setting Up the Company State Tax Table
(USA) Setting Up the Company Local Tax Table
(CAN) Setting Up the Canadian Company Tax Table
Defining Tax Locations
Setting Up Vendors
Understanding Vendor Tables
Entering Vendor Information
Setting Up HCM Lockdown Framework
Understanding HCM Lockdown Framework
Configuring HCM Lockdown Framework
Setting Up and Working with Group Definitions
Understanding Group Build
Setting Up Group Definitions
Setting Up Group Security
Refining Groups in PeopleSoft Applications
Viewing Group Results and Reports
Purging Group Results
Setting Up XML Reporting Framework
Understanding XML Reporting Framework
Setting Up XML Reporting Framework
Administering the HCM System
Analyzing Portal Navigation
Restricting the Deletion of IDs
Including Records in the Person ID Change and Delete Processes
Refreshing and Auditing Human Resources Data
Managing Employee Photos
Using the Tables Accessed and Updated Report
Testing Component Interfaces Using the Invoke Core CIs Utility
Registering Interfaces
Understanding the HCM Interface Registry
Managing the HCM Interface Registry
Registering New Interfaces
Implementing Registered Interfaces
Consuming Registered Interfaces
Maintaining the Registry Folder Structure
Testing Services
Viewing and Registering Transformation Maps
Mapping HCM Services to Integration Broker
Setting Up and Building Organization Charts
Understanding Organization Charts
Prerequisites
Creating Organization Charts
Setting Up and Processing Mass Updates
Understanding Mass Update Processing
Configuring the Transaction Processor for Mass Updates
Setting Up Mass Update Definitions
Creating Mass Updates
Generating the Mass Update Report
Managing Mass Updates
Performing Mass Updates
Deleting Pending Mass Updates
Setting Up and Working with Approvals
Understanding Approvals
Navigating Approvals Components
Registering Approval Transactions
Linking Workflow Transactions
Configuring Approval Transactions
Setting Up Approval Process Definitions
Defining Dynamic Approvals
Defining Notification Templates for Approvals
Defining Users for Approvals
Setting Up the Notification and Escalation Manager
Setting Up Security for Approvals
Administering Approvals
Generating an Approvals Audit Report
Working with Self-Service Approval Transactions
Using PeopleSoft Fluid User Interface Self-Service Approval Transactions
Setting Up and Working with Delegation
Understanding Delegation
Navigating Delegation Components
Registering Workflow Transactions
Setting Up Permission Lists and Roles for Delegation
Defining Delegation Installation Settings
Configuring Delegation Transactions
Adding Delegation Requests by Administrator
Administering Delegations
Processing Batch Delegation Requests
Working with Self-Service Delegation
Reviewing Delivered Notification Templates for Delegation
Working with Metadata and Query Builder
Managing the HCM Metadata Repository
Building SQL Queries with Query Builder
Working with HCM Transformation Framework
Understanding the Transformation Framework
Setting Up and Managing HCM Transformation Maps
Setting Up and Generating Form Letters
Understanding PeopleSoft HCM Form Letters
Generating Form Letters for PeopleSoft Human Resources
Setting Up Standard Letter Codes
Generating Form Letters for Other PeopleSoft HCM Applications
(USF) Setting Up the Work-in-Progress Management System
Understanding WIP Management System Setup
Understanding Delivered Sample WIP System Parameters
Setting Up WIP Status
Defining WIP Activity Processing
Setting Up PeopleSoft HelpDesk for HR – 360 View
Understanding PeopleSoft HelpDesk for HR
Extracting and Displaying PeopleSoft HCM Information
Setting Up Security for PeopleSoft HelpDesk for HR
Setting Up Direct Reports for PeopleSoft HelpDesk for HR
Setting Up and Working with Self-Service Transactions
Configuring Self-Service Transactions
Reviewing Transactions
(USF) Reviewing Federal Self-Service Transactions
Setting Up Access to Direct Reports Data
Using Workflow with Self-Service Transactions
Setting Up PeopleSoft HelpDesk for HR Self Service Integration with CRM
Using PeopleSoft Fluid User Interface Homepages
Understanding PeopleSoft Fluid User Interface Homepages
Understanding Delivered Fluid Pages
Understanding Drop Zones
Using the Employee Self-Service Homepage
Using the Manager Self-Service Homepage
Using the Workforce Administrator Homepage
Using the Talent Administrator Homepage
Using the Recruiting Homepage
Working with PeopleSoft Fluid WorkCenters
Understanding PeopleSoft Fluid WorkCenters
Understanding Delivered WorkCenters and Dashboards
Setting Up and Personalizing PeopleSoft Fluid WorkCenters
Working with PeopleSoft Pivot Grids
Understanding Delivered Pivot Grids
Understanding and Setting Up Classic Plus Pages for HCM
Understanding Classic Plus Setup for HCM
Setting Up Classic Plus for HCM
Working with the Self-Service Reporting Framework
Understanding the Self-Service Reporting Framework
Setting Up the Self-Service Reporting Framework
Generating and Viewing Self-Service Reports
Working with Guided Processes
Understanding the Guided Process Framework
Setting Up Guided Processes
Cloning Guided Processes
Running Guided Processes
Working with File Integration Framework
Understanding File Integration Framework
Using File Integration Framework to Generate Flat Files
Understanding and Setting Up PeopleSoft Search for HCM
Understanding PeopleSoft Search Framework Implementation for HCM
Understanding PeopleSoft Search Definitions for HCM
Using Global Search Definitions for HCM
Understanding PeopleSoft Insights Using PeopleSoft Search Framework
Understanding Delivered Visualizations in HCM
Understanding Real Time Indexing in HCM
Using Component Keyword Search Page Definitions for PeopleSoft HCM
Configuring Remote Search from an HCM Database
Managing Configurable Search
Setting Up Search Configuration
Working with Common Components
Understanding PeopleSoft HCM Common Components
Configuring Direct Reports Functionality
Configuring Person Search
Setting Up Mouse Over Popups
(Fluid) Managing Employee Headers
Configuring and Validating Instant Message IDs
Configuring and Working with the HR Notepad
Configuring the Text Catalog
Configuring and Working With Attachments
Defining Education-Related Information
Configuring Transaction Summary
Working with Recognitions
Understanding Recognition
Setting Up Recognition
Working with Recognitions
Processing Reported Recognitions
Working with HR Notifications
Understanding HR Notifications
Enabling HR Notifications in Application Components
Setting Up and Using HR Notifications
Using PeopleSoft Fluid User Interface for Announcements
(USF) Working With Mass Organization Changes
Understanding Mass Organization Change
Before You Begin
Performing Mass Organizational Changes
Working with PeopleSoft Directory Interface for PeopleSoft HCM
Understanding PeopleSoft Directory Interface
Loading Directory Data Using the DSMAPINPUT FullSync Load Process
Auditing Directory Data Using the DSMAPINPUT FullSync Process
Using PeopleSoft Directory Interface with HCM
Working with Integration Points in HCM
Identifying Integrations for Your Implementation
Activating Service Operations and Queues
Working with HCM Local Integrations
Working with Other HCM Integrations
Integrating with Clairvia
Understanding Integration with Clairvia
Administering Integration Broker and Enterprise Components with Clairvia
Setting Up PeopleSoft Integration with Clairvia
Administering PeopleSoft Human Resources Integration with Clairvia
Administering Time and Labor Integration with Clairvia
Integrating with Fusion Talent Management and Fusion Workforce Compensation
Understanding the Coexistence
Setting Up Domain Value Maps
Setting Up Web Services for the Coexistence
Managing Roles and User Profiles for the Coexistence
Creating URL Objects for the FTP Servers
Configuring the Coexistence
Defining a Rating Model
Analyzing PeopleSoft HCM Source Data
Sending Data to Fusion
Receiving Data from Fusion
Reviewing Transformation Error Information
Group Build Implementation for Developers
Building Applications or Batch Programs that Include Group Build Functions
Working with Group Versions
PeopleSoft HCM Application Diagnostic Plug-ins
Understanding Application Diagnostics
Delivered Application Diagnostic HCM Plug-Ins
Delivered Workflows for PeopleSoft HCM
General Workflow Information
Delivered Workflows for Administer Training
Delivered Workflows for Administer Workforce
Delivered Workflows for Manage Base Compensation and Budgeting
Delivered Workflow for Manage Employee Reviews
Delivered Workflows for Manage French Profit Sharing
Delivered Workflows for Manage French Public Sector
Delivered Workflows for Manage Professional Compliance
Delivered Workflows for Manage Variable Compensation
Delivered Workflows for Plan Careers
PeopleSoft HCM Web Libraries
Understanding Web Libraries
PeopleSoft HCM Web Libraries
Third Party Images Provided with Sample Data
Using Third Party Images Provided with Sample Data
HCM Abbreviations
HCM Abbreviations
PeopleSoft Application Fundamentals for HCM Reports
Basic PeopleSoft HCM Reports: A to Z
PeopleSoft HCM Reports: Selected Reports
Report Samples