Steps to Create Employee Data, Generate Resources, and Manage Resources Without PeopleSoft HRMS
You can set up labor resources based on integrating with PeopleSoft HRMS and using the established employee data and competencies from PeopleSoft HRMS. You may also be able to use the data from a third-party product if you use PeopleSoft HRMS 7. x or earlier. However, if you do not use PeopleSoft HRMS, you can set up accomplishments and competencies in the Financials/Supply Chain database for employees that you define in PeopleSoft Maintenance Management.
Follow these steps to establish accomplishments and competencies for use in with resources in PeopleSoft Maintenance Management:
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Set up fundamental resource and competency data in Set Up Financials/Supply Chain, Common Definitions, Resource Data, which includes:
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Resources setup.
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Honors and awards.
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Memberships.
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Languages.
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Licenses and certifications.
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Degrees.
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Majors.
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Schools.
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Competency types.
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Competencies.
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Competency tree.
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Job codes.
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Holidays.
Note:
You also can set up a competency tree using Tree Manager.
See PeopleSoft Resource Management: Using a Competency Tree to Organize Competencies.
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Set up relevant qualification and employee data in PeopleSoft Maintenance Management including:
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Task categories.
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Qualification profiles.
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Crafts.
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Employee data.
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Create resources from employees using one of these methods:
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Create resources (individual employees).
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Create resources using the batch (RS_CW_AE) process.
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Set up key features in PeopleSoft Maintenance Management used to manage and assign resources to a work order and work order task, which include:
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Defining shifts.
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Setting up shops.
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Setting up crews.
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Setting up schedule patterns and generating schedule periods based on a schedule pattern.
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Setting up crew rescheduling reason codes.
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Manage resources by:
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Creating a resource group.
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Assigning resources to a craft.
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Maintaining employee eligibility.
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Managing employee profiles.
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