Prerequisites

This section lists prerequisites for integrating with PeopleSoft HCM:

• Install PeopleSoft HCM 8 or later.

• On the Resource Setup - Common Installation Options page, select one of these options as the employee source database:

  • PeopleSoft HCM 8.0+

    Select this option to maintain employee and non-employee source data only in PeopleSoft HCM.

  • PeopleSoft HCM 8.0+ and Financials Database

    Select this option to maintain employee data records in PeopleSoft HCM, and non-employee data records in HCM and Financials databases.

• Activate the Publication and Subscription services on the Financials database and HCM application servers.

• Activate the data synchronization application messages.

If you use PeopleSoft HCM Profile Management:

• Add content items for these content types in PeopleSoft HCM if they are not already defined in the HCM database:

  • Competencies

  • Degrees

  • Languages

  • Licenses and certificates

  • Professional memberships

  • Honors and awards

  • Test results

• Establish resource setup data in PeopleSoft HCM if it is not already defined in the HCM database.

• Grant users access to the HCM database to maintain resource setup data.

Note:

If you maintain non-employee data in either PeopleSoft HCM or PeopleSoft Resource Management, any new non-employee record that is created in Resource Management must be maintained in Resource Management. Any new non-employee record that is created in PeopleSoft HCM must be maintained in PeopleSoft HCM.

See the product documentation forPeopleTools: System and Server Administration and PeopleTools: Application Designer Developer's Guide