Return to Navigation

Integrating with PeopleSoft Human Capital Management

You can integrate with PeopleSoft HCM to populate PeopleSoft CRM tables with workers and competency information associated with your workers.

In PeopleSoft CRM, you can enter competencies, competency proficiency ratings, and competency assignments online using components within PeopleSoft CRM. However, if you are integrating with PeopleSoft HCM, use the Person Competency EIP to synchronize your system tables with the competency information defined in PeopleSoft HCM.

Similarly, you can maintain worker records in PeopleSoft HCM or a third-party human resources (HR) system and move the worker data to PeopleSoft CRM by implementing the Workforce Data EIP .

See Understanding Workers in CRM.

As delivered, PeopleSoft EIP application messages are inactive. In both PeopleSoft CRM and PeopleSoft HCM, you must activate the required application messages of the Person Competency EIP, set the queue statuses to run, activate service operations, associate logic to handlers (which are defined on service operations), and define the service operations for the transactions and relationships that you will be using.

Note that PeopleSoft CRM is a subscriber to Person Competency EIP messages, not a publisher. Any changes made to competency definitions or ratings in PeopleSoft CRM are not published or synchronized with PeopleSoft HCM. All updates to competency records should be made in PeopleSoft HCM and published to PeopleSoft CRM.

SeePeopleTools: PeopleSoft Integration Broker and PeopleTools: PeopleSoft Integration Broker Administration

Before assigning competencies on the Competency Assignment page in PeopleSoft CRM, you must set the Use Only Evaluation Type field on the General Options page under select Set Up CRM, then select Install, then select Installation Options.

The Person Competency EIP loads competency data with all evaluation types in PeopleSoft CRM. Specifying an evaluation type at installation enables the system to limit the competency records that can be selected on CRM pages. Although the evaluation type does not appear in PeopleSoft CRM, the pages in PeopleSoft CRM display only the competency records that match the specified evaluation type.