Employee and Non-Employee Source Data

In the Financials database you have the option to manage non-employee resources as easily as you manage employee resources. Non-employees may be contractors or consultants that your organization hired to do work for the organization. They may also be contract service providers that your organization hired to provide services to an end customer.

During implementation, you determine whether your organization's business processes allow non-employees to be established as resources. The effect of each option on establishing resources is:

  • If your organization allows non-employees to be established as resources, the resources' personnel status is visible throughout the system so that you can distinguish between employees and non-employees.

    You can control non-employee resources' eligibility, maintain their competencies, accomplishments, and schedules, search for non-employee resources, and assign non-employee resources to projects and service orders. In addition, the Person Type field (PER_TYPE) appears on the Employee Data page so that you can further classify the non-employee. Examples of non-employee person types are temporary worker or independent contractor.

  • If your organization allows only employees to be established as resources, the non-employee's personnel status appears on the Employee Data page for information, but you cannot establish a non-employee as a resource.

    Resources that appear elsewhere in the system all have the personnel status Employee.

During implementation, you also select the employee and non-employee source database. The effect of each option on establishing resources is:

  • If PeopleSoft HCM is the only source for employee and non-employee data, you can review—but not create or update—employee records in PeopleSoft Resource Management.

  • If PeopleSoft HCM is the source for employee data, and the Financials database is the source for some or all non-employee data, you can create employee records with the personnel status of Non-Employee in either database, and you can review any employee records in the Financials database.

  • If the Financials database is the only source for employee and non-employee data, you can create and update employee records in the Financials database.