People Soft HCM 9.0 Business Process Maps

Business Process Maps

Oracle’s PeopleSoft Enterprise Human Capital Management 9.0

This document is best viewed online. Due to the large and varying sizes of the business process maps, the diagrams in this document may not print consistently.

January 2010

Business Process Maps for PeopleSoft Enterprise Human Capital Management 9.0

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

License Restrictions Warranty/Consequential Damages Disclaimer This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.

Warranty Disclaimer The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.

Restricted Rights Notice If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable:

U.S. GOVERNMENT RIGHTS

Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are “commercial computer software” or “commercial technical data” pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065.

Hazardous Applications Notice This software is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications which may create a risk of personal injury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications.

Third Party Content, Products, and Services Disclaimer This software and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content, products and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third party content, products or services.

Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

PeopleSoft Enterprise Recruiting

Human Resources VP

Line Manager

Recruiter

Human Resource Manager

Plan Recruiting

Analyze Recruiting

Recruit Applicants

Evaluate and Select Applicants

Hire and Enable Resources

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 3

PeopleSoft Enterprise Plan Recruiting

Recruiter


Recruit Applicants

Analyze RecruitingDefine Recruiting

Goals and Measurements

Assess Workforce Competencies

Create Competency

Strategy

Define Organization

Competencies and Accomplishments

Analyze Pool of Available

Applicants

Analyze Recruiting

Processes and Channels

Create Recruiting Strategies


PeopleSoft Enterprise Define Recruiting Goals and Measurements

Line Manager

Employee

Technical Specialist

Human Resource Analyst


Need to Create Goals

Need to Create Measurements

Yes

No

Create portfolios to compare scorecards to others, if

neededDefine Portfolio

Component Ranking Opposite Component Rank Dim Member Selection Rule

Create the scorecardDefine Scorecard Details

Identify Assessment GroupsAssociate Related KPIs

Set TargetsAssign Calendar to Scenario

Review and finalize employee scorecard

Set TargetsKPI Compare

Assign Calendar to Scenario

Identify strategic initiatives

Strategic InitiativeInitiative Definition View

Identify supporting objects for Key Performance

Indicators (KPIs)Data ElementsCalculations

ActionsActivities

AssessmentsAssessment Colors

Assign Calendar to ScenarioSystem OptionsWeight Scales

Review and finalize scorecard



Create KPIsKPIs

KPI FamiliesCause and EffectCalculation Rules

Define KPI TargetsTarget Rule

Dimension MembersComposite KPIs

KPI PackageKPI Migration Utility

Calculate and assess KPIsCalculation and Assessment

Action NotificationError Messages

Run Workforce Groups JobstreamRun Competency Strategy

Run JobstreamRun Multiple Jobstream

Analyze Recruiting

EIP (KP_KPI_ASMT_FACTS):

Publish KPI information

Identify strategy componentsStrategy Tree

Strategic ComponentsStrategic Comp’s KPI Set

Cause and Effect Set

Special projectsor actions?




Define strategic goals and

measurements

Define Organization Competencies and Accomplishments

Analyze Recruiting Processes and Channels


Analyze Pool of Available Applicants


PeopleSoft Enterprise Define Organization Competencies and Accomplishments


Human Resource Specialist

Competency andQualification

Details

National Vocational Qualifications GBR

Define specific educational qualifications

SchoolsSchool Types

Degree Subject FPSMajors

Faculty Table JPN

Define competency types

Competency Types

Create rating scale modelsRating Model

Review and modify the different competency categories or types

Competency Summary

Create Competency

Strategy

Define?

Define National Vocational

Qualifications (NVQs)Award Body

NVQ Award Bodies

Define profiles for jobs, positions, and

other business entities

Non-Person Profiles

NVQ ReportsNVQ ListingUnit Listing

Unit/Element

Define Recruiting Goals and

Measurements


PeopleSoft Enterprise Assess Workforce Competencies



Person to Role

Role toPerson

Teamto Job

Yes

No Need proficiency analysis?

PlanSuccessions

Compare roles to individuals and identify gaps

Role to Person

Review summary of professional training

coursesTraining Summary

Review competency and NVQ summaries

Competency InventoryLicense/Certificate Renewal

Person Profile ReportNVQs by Employee

NVQs by QualificationEmployee StatusEmployee Plan

Define Organization


Create Competency

Strategy

Compare team members to job tasks

Compare Team to Job Task

Compare an individuals to roles and identify gapsPerson to Role

Create employee teams

Create Teams

Createemployee teams?

Identify individual's scheduled training

Training

Analyze results of gap and

match analysis

Create profiles for employees, contingent

workers, and persons of interest

Person Profiles

Review and approve profilesApprove Profiles

Search for profiles that meet criteria

Search and Compare ProfilesCompare Profiles


PeopleSoft Enterprise Create Competency Strategy



No

Yes

"Shortagein Current

CompetencyRequirements"

Create Recruiting Strategies

Review match results and assess current workforce

competenciesReview Match Results

Review workforce groups?

Create competency strategy

Run Competency Strategy

Define competency model

Setup Competency Model

Review workforce competency and accomplishment inventory

Worker AccomplishmentsWorker CompetenciesCompetency Inventory Search Competency

Search Accomplishment Review Accomplishment

CreateCompensation

Plans

Create Compensation Strategy

Allocate monetary values to the roles and

competencies Review Value Allocation


Define Organization


Define competency match criteria

Setup Competency Model Run Competency Strategy

Define competency strategy

Setup Competency Strategy

Review workforce groupsReview Workforce Group

Compare current competency inventory to

strategyRun Competency

Strategy


PeopleSoft Enterprise Recruit Applicants

Human Resources VP

Line Manager

Candidate

Recruiter


Create Job Requisitions

Attract Applicants Receive and Track Applications

Search for Jobs Self Service

Apply for Job Self Service


Analyze Recruiting

Plan Recruiting

Post Job Requisitions


PeopleSoft Enterprise Create Job Requisitions

Recruiter

Recruiting Approval Authority

Line Manager


Resubmit for Approval

Yes

No

Yes

No

Yes

No

Clone ExistingJob Opening

Modify ExistingOpening

Create NewJob Opening

No

Yes

Action?

Review, update, approve or deny request for job

Pending Approvals

Ready to submit for approval?

Find Job Openings

Associate notes and attachments as

neededFind Job Openings

Plan Recruiting

Request job opening approvalPending

Approvals

Action(s)?

Request Recruiter to create job opening?

Clone existing job opening

Find Job Openings

Requestheadcount?

View list of existing and/or prior job openings, if needed

Find Job Openings Browse Job Openings

Check job opening

approval statusPending

Approvals

Create new job opening

Create New Job Opening

Modify cloned job requisition to meet

requirementsFind Job Openings

Plan Headcount (FPS)

Select screening questions for online

applicants Create New Job

Opening Job Opening Screening

Check job opening approval status

Pending Approvals

Select screening questions for rating online applicants

Job Opening Screening

Request job opening approval


Plan Headcount (FPS)

My Job Openings

Job Openings

Modify cloned job requisition to meet

requirementsFind Job Openings

Create new job opening


Review and update existing job opening

in progressFind Job Openings

View list of existing and/or prior job

openingsFind Job Openings Search Postings

Clone existing job opening?

Receive notification of job opening

pending approvalPending Approvals

Worklist

Clone existing job opening

Find Job Openings

Associate notes and attachments

as neededCreate New Job

Opening


Resubmit for Approval

Create job opening based on open position

Create Openings from Positions

Create fromOpen Position


PeopleSoft Enterprise Post Job Requisitions

Candidate

Recruiter

Line Manager

Job Board

Web Sites

ServicesProcurement

Recruiting Agencies

Job Board

Web Sites

ServicesProcurement

Recruiting Agencies

Post job openingManage External

Postings

Integration with PeopleSoft Services Procurement

using PeopleSoft's Open Integration Framework

(OIF)

Receive posting confirmation(s)

Manage External Postings


Postings


Postings

Source Service Suppliers

Review job postings by job board, if needed


Search PostingsFull Text Vacancy (USF)

Where to post job?


Integration with third parties using PeopleSoft's

Open Integration Framework (OIF)

Search for Jobs Self-

Service


Postings

Receive posting confirmation(s)


Where to post job?



Postings

Integration with PeopleSoft Services Procurement

using PeopleSoft's Open Integration Framework

(OIF)

Integration with third parties using PeopleSoft's

Open Integration Framework (OIF)

Review job postings by job board, if needed


Search PostingsFull Text Vacancy (USF)



Postings

Create Job Requisitions

Identify internal or external

websites for posting

Identify internal or external

websites for posting

Attract Applicants

Identify recruiting

agencies for posting job

opening

Identify job boards for

posting

Identify Services Procurement for

posting job opening

Identify job boards for

posting

Identify recruiting

agencies for posting job

opening

Identify Services Procurement for

posting job opening


PeopleSoft Enterprise Search for Jobs Self-Service

Line Manager

Employee

Recruiter

Candidate

Seek Job Opportunity

Visit Job Boards

Attend Recruiting Event

Search Print Media

Search the Internet

Search CompanyWebsite

Refer a Friend

Register as a new applicant Careers

Review job postings Careers

Review active open job postings, compare

to search criteria provided by applicants,

Run Job Search Agent

Provide email notification for jobs found that match applicant criteria

Receive and review listing of

potential job postings Careers

Send job posting to a friendCareers

Apply for Job Self Service


Decide if need to?

Search job postings directly on company

websiteCareers

Subscribe to potential

employer's job search agent

Careers

Review job postings Careers

Action?

Search job postings directly on company

websiteCareers

Job Search

Send job posting to a friendCareers

Where to search for job?

Search hard copy

publications

Attend recruiting event or job fair

View job postings directly

on job board

Register for job board and

provide profile information

View job postings on

other external websites

Job Openings


PeopleSoft Enterprise Attract Applicants

Line Manager

EmploymentCoordinator

Recruiter

Create/Review Hot Jobs

Create Employee Referral

Program

Participate inRecruiting Events

Advertise

Search the Internet

Search ApplicantDatabase

ReceiveInquiries or Referrals

Search the internet for applicant leadsFind Applicants

My Job Openings

Set up the amounts and timing of awards in the category for both ERPs

and hot JobsAward Category Rules

Define the conditions under which an employee is eligible for award payment under the Employee Referral ProgramEmployee Eligibility Rules

Decide if need to?

Track correspondence

and contactsContact Notes

Manage Applicant

Recruiter Alerts

Create list of applicant leads to

qualifyApplicant Lists

Record general expenses

associated with recruiting

Find Job Openings

Job Openings

Define "hot jobs" criteria

Hot Jobs

Select the employee eligibility and award category rules that are in effect for the programEmployee Referral Program

Find Job Openings

Review hot job history and update

amounts and timing of awards Hot Job History

My Applicants

Receive and Track Applications

Track correspondence and

contactsContact Notes

Manage Applicant

Search applicant database for

individuals meeting criteria

Find Applicants

Review applicant search results

Find Applicants

Supplier = AIRS

Create or update a referral program ID, description, effective date, and some

business rules Employee Referral Program

Contact potential

applicants by email, phone,

fax or mail

Advertise job openings in

media publications

Receiveinquiries or referrals in

person or via phone or email

Participate in job fair or

recruiting event

Post Job Openings


PeopleSoft Enterprise Apply for Job Self-Service

Employee

Recruiter

Candidate

Prompted by External

Job Boards or Internet

Prompted by Print Media or Recruiting Events

Employee Choice to Refer a Friend

Employee Choice to Seek Job Opportunity

Mail Resume

Email Resume

Fax Resume

ApplyDirectly Online

Prompted by Externally Exposed Job Postings on Company Website

Respond to screening questionsCareers

Review the eligibility and award payment status for each applicant referredCheck Referral Status

Track correspondence received from applicants

Contact NotesManage Applicant

Administer ReferralsTrack Duplicate Referrals

Select job opening and

create a referral Refer a Friend

View a summary of the jobs applied for, and the application status

Careers

Receive and Track Applications

Provide additional attachments to support

job application Careers

Submit online application

Careers

Verify contact information

Careers

Method of application?

Provide a resume online

Careers

Integration with third party using PeopleSoft's Open Integration Framework (OIF)

Action?

Apply for a jobCareers

Confirm or cancel the referral initiated by the

applicantConfirm Referral

Action?

Provide references

and personal data

Careers

Search for Jobs Self-

Service

Create a resume online

Careers

Provide employment and training

historyCareers

Provide competency and accomplishment

informationCareers

Search job postings Careers

Select jobs in which to apply

Careers

Provide referral source

information Careers

Receive confirmation that the resume was

receivedCareers

Register as a new applicant

Careers

Select the positions for

which to apply

Send applicant profile to company recruiting process

Transfer applicant to

online application form pre-populated

with information provided by

applicant

Mail hard copy of resume

Fax copy of resume

Email copy of resume

Enterprise HCM 9.0 Business Process Maps


PeopleSoft Enterprise Receive and Track Applications

Human Resources VP

Line Manager

Recruiter

EmploymentCoordinator

Candidate

Extract Resumes

Load Resumes

Review Extracted Resumes

No

Yes

Extract resumes from emails

Identify or update applicant

informationAdd New Applicant

Integration with third party resume extractor using

PeopleSoft's Open Integration Framework (OIF)

Apply for Job Self-Service

Create an individualized checklist

for a particular applicant for whom

recruitment activities are tracked

Applicant Checklist

Review and/or update extracted resumes Manage Resumes

Evaluate and Select Candidates

Record information about how the applicant was referred to

the organization Add New Applicant

Applicant Summary by Source

Need to?

Attract Applicants

Load resumes received in electronic format

Load Resume

Add or update competencies and accomplishments

Add New Applicant Applicant Competencies

Create resume receipt acknowledgments and send to

applicants Generate Recruitment Letters

Send Correspondence

Using automated

entry?

Notify applicants that resumes

have been added to the

applicant database

Analyze Recruiting

Review summary of applicantsApplicant Summary by Job

Applicant Summary by Source


PeopleSoft Enterprise Evaluate and Select Applicants

LineManager

Recruiter

Human Resources VP

Recruit Applicants


Analyze Recruiting

Match Applicant to Opening

Schedule Interviews

Conduct Interviews and

Select Final Candidates

Perform Pre-Hire Activities

Present and Manage OffersScreen Applicants


PeopleSoft Enterprise Screen Applicants

Recruiter

LineManager

Review Applicant Screening

Results

Search Internal Applicant Database

Search for Qualified Individuals

Yes

No

Search Leads and Contacts

Create Automated

Search Agent

No

Review PotentialContingent Workers

from Services Procurement

No

Yes

Yes

Review Potential Candidates Sent from Job Boards

Need to rank candidates?

Review list of potential candidates based on

search criteriaCandidate Listing

Search internal database for applicant

suitable for a job requisition

Find Applicants

Review list of potential candidates based on

search criteriaFind Applicants

Need to review?

Recruit Candidates

Print the Certificate of

Eligibles reportCertificate of

Eligibles

Receive potential candidates identified by Job Boards using PeopleSoft's Open

Integration Framework (OIF)

Override rankings for competitive or non-

competitive applicants


Review list of applicants who applied for a

specific job requisition Job Opening Screening

Search for potential applicants that may be suitable for a job requisition

Find Applicants Applicant Lists

Review applicant questionnaire results

My Applicants Review

Questionnaire Results

Identify the applicants who have priority placement rights

Job Opening Screening Process Priority Placement

Review requirements

met by applicantJob Opening

Screening

Screening USF applicants?

Review list of potential candidates provided by

Job BoardsFind Applicants

My Applicants

Go to section titled "Attract Applicants"

Recruiter Alerts

Screening USF

applicants?

Action(s)?

Create candidate referral list Candidate

Evaluations List

Categorize and rank applicants per ranking

planJob Opening

Screening

Review list of potential candidates provided by Services Procurement

Find Applicants

Define search criteria and create automated searchSaved Searches

Run Automatch Search

Validate applicant’s qualifications using

Crediting PlanJob Opening

Screening

Review applicant status, resume,

and/ or applicant profile

My Applicants

Review list of potential candidates identified by automated search agent

Find Applicants

Review correspondence

history and attachments

My Applicants

Review list of highly qualified applicants; adjust rank if needed


Review list of applicants who meet or exceed

the final screening criteria


Search internal database for applicant suitable for a job

requisitionFind Applicants

Create Certificate of Eligibles

Certificate of Eligibles

Rate applicant competencies and accomplishments

Job Opening Ranking

Applicant Rating

Decide if need to?

Create ranking planJob Opening

Screening

Receive potential candidates from PeopleSoft Service Procurement using

PeopleSoft's Open Integration Framework (OIF)


Provide Certificate of Eligibles and

candidate referral list to the hiring

official


PeopleSoft Enterprise Match Applicant to Opening

Recruiter

Candidate

LineManager

Route Applicant

Information

Link Applicant

to Job

Reject Applicant

Route Applicant

Information

Link Applicant

to Job

Reject Applicant

Add Applicant to List of

Candidates

RejectApplicant

Add Applicant to List of Candidates

Reject Applicant

Add Applicant to List of Candidates

Receive and track reviewer

recommendations and details

My Applicants

Update applicant information and

dispositionstatus

My Applicants

Route applicant information to

appropriate parties My Applicants

Forward Applicant

Forward applicant to another recruiter or

individualForward Applicant

Add applicant to list of rejected applicants

Manage Applicant

Action?

Decide if need to?

Review correspondence

history/attachmentsContact Notes

View status of application

Careers


dispositionstatus

My Applicants

Document correspondence

with applicantContact Notes

Review questionnaire results

Review Questionnaire Results

Request further applicant screening

or informationSend

Correspondence

Review applicant status, resume, and/ or applicant profile

My Applicants

Send rejection letter to applicant(s)

Send CorrespondenceGenerate Recruitment

Letters

Update applicant disposition for a

given jobMy Applicants


given jobMy Applicants

Action(s)?

Receive and track reviewer

recommendations and details

My Applicants


dispositionstatus

My Applicants

Need to review?

Route applicant information to

appropriate parties for additional review

My Applicants

Link applicants to job, if neededMy Applicants

Action?

Document correspondence

send and receivedContact Notes

Link applicants to requisitions

My Applicants

Add applicant to a list

My Applicants

Screen Applicants

Schedule Interviews

Review applicants associated with a

job openingApplicant

Summary by Job

Present and Manage Offers


PeopleSoft Enterprise Schedule Interviews

Recruiter

Candidate

Employee

Line Manager

Schedule Interviews

on Behalf of Manager

Schedule Interviews Action(s)?

Route candidate

interview list for job to hiring

managerManage Applicant

My ApplicantsDocument correspondence

sent and receivedManage Applicant

Send Correspondence

Confirm candidates

for interviewManage Applicant

Createinterview

schedule(s)Manage Applicant

Review candidate application

information, resume, disposition and status

historyManage Applicant

Document correspondence sent

Manage Applicant Send Correspondence

Receive notification and confirm interview schedule

Interview Calendar Interview Team Schedule

Interview Notifications

Update candidate information, status,

or dispositionManage Applicant

Recruiter Alerts

Record decision to interview, hold,

or reject the candidate

Manage Applicant

Receive notification and confirm interview

scheduleInterview Calendar

Interview Team ScheduleInterview Notifications

Send notifications to participants of the

scheduled interview Manage Applicant

Review candidate disposition status

historyManage Applicant

Review list of candidates for a job associated with a

job openingManage ApplicantJob Opening 360 Candidate Listing

Receive and manage interview notification

and confirm interview Careers

Interview Notifications

My Job Openings

Decide if?

Create interview schedule for

selected candidatesSchedule Interview

Create interview schedule for

selected candidatesSchedule Interview

Contact applicant for follow-up, further

screening or informationSend Correspondence

Update candidate information, status,

or dispositionManage Applicant


Review list of candidates

recommended for interview for a job

openingManage Applicant

Action?

Conduct Interviews and Select Final

Candidates

Route candidate information to interviewers

Manage ApplicantForward Applicant

Review list of candidates associated

with a job openingManage ApplicantJob Opening 360 Candidate Listing

Document correspondence sent to

interviewers and candidates

Manage ApplicantSend Correspondence

Create interview

schedule(s)Schedule Interview

Review feedback, resume, and/ or applicant profile

Manage Applicant

Review correspondence history and attachments

Contact Notes

Record decision to interview, hold, or

reject the candidatesManage Applicant

Review candidate application information,

resume, disposition and status historyManage Applicant

Action(s)?

Send notifications to participants of the

scheduled interview Manage Applicant


PeopleSoft Enterprise Conduct Interviews and Select Final Candidate

Recruiter

Candidate

Employee

Line Manager

By Applicant

By Requisition

By Applicant

List

RejectCandidate

RejectCandidate

SelectFinal

Candidate(s)

SelectFinal

Candidate(s)

Create reminders for reviewer's to

complete evaluationsInterview

Evaluation Reminder

View interview results, ratings and recommendationsManage Applicant

Evaluation Summary

Action(s)

Review candidate interview status

and confirm complete

Manage Applicant

Action?

Create candidate interview evaluation and record results

Interview EvaluationsCreate Interview

Evaluation

View job application

summary and status

Careers

ScheduleInterviews

Action?

Evaluate candidate and provide recommendation

Interview EvaluationsCreate Interview Evaluation

View list of interviews to

conductManage Applicant

Need to view interview

schedules?

Perform comprehensive review of candidates in each stage of the selection

processManage Applicant

View a summary of their scheduled interviews, listed by job requisition

Careers

Send rejection notifications

Generate Recruitment Letters

Send Correspondence

Contact candidate and follow-up on interview

and statusSend Correspondence

PerformPre-HireActivities

Track correspondenceContact Notes

Send rejection notification

Manage ApplicantSend Correspondence

Select candidates for pre-

employment checks

Manage Applicant

Update candidate disposition for a

given jobManage Applicant

View interview schedules by

applicantManage Applicant

Interview Team Schedule

Evaluate candidate and

provide recommendationCreate Interview

Evaluation

Action(s)?

Capture costs claimed by candidates by requisition

Find Job Openings Job Openings

Action?

View interview schedules by

requisitionInterview Calendar

Interview Team Schedule


Review interview schedules

Interview Team Schedule Interview Calendar

Track contacts, conversations and correspondenceContact Notes

View interview schedules by applicant list

Manage Applicant

Review scheduled interviews

Interview Team Schedule Interview Calendar

Review requisition interview status

and confirm complete

Find Job Openings


given jobManage Applicant

Update final candidate

information and status

Manage Applicant

My Applicants

Select candidates for pre-

employment checks

Manage Applicant

Update candidate information and

statusManage Applicant

View interview results, ratings and recommendationsManage Applicant

Review candidate

information provided

Prepare and conduct interview

Review candidate

information provided


Prepare and attend interview

Provide expense

documentation, if needed


Provide candidate selection

information to recruiter


PeopleSoft Enterprise Perform Pre-Hire Activities

Recruiter

Candidate

Line Manager

Yes

Yes

No

Yes

No

No

Review status of request for pre-

employment checks

Preemployment Check

Conduct Interviews and Select Final

Candidates

Capture pre-employment check expenses provided

by pre-employment verification provider

Review and/or verify references for the selected

applicantManage Applicant

Supplier provides the status of requests from

PeopleSoft which is kept current using application

messaging

Access provider website and request candidate

inquiriesPreemployment Check

Capture pre-employment check expenses provided

by pre-employment verification provider

Review status of request for pre-employment inquiriesPreemployment Check

Review results of pre-employment inquiries

Preemployment Check


Update candidate status

Manage Applicant

Provide candidate information to pre-

employment verification provider

Access provider website and request candidate inquiries

Preemployment Check

Need to request references?

Supplier provides the status of requests from

PeopleSoft which is kept current using application

messaging

Recruiter Alerts

Provide candidate information to pre-

employment verification provider

Send an email to the applicant requesting references

Send Correspondence

Make offer?

My Applicants


Review results of pre-employment

checksPreemployment

Check

Need to request

references?

Send an email to the applicant requesting

referencesSend

Correspondence

Review and/or references for the selected applicantManage Applicant

Receive request for references

Provide reference

information

Complete checks and send an email

to the requester when the results

are available

Provide feedback and

recommendations

Complete checks and send an email

to the requester when the results

are available

Present and Manage Offers


PeopleSoft Enterprise Present and Manage Offers

Recruiter

Candidate

Recruiting Approval Authority


LineManager


CreateOffer

OfferApproved

Create Employment

Contracts

Identify Salary Package

AUS

RequestOffer

Yes

Yes

No

OfferRejected

Counter OfferReceived

OfferAccepted

No

Offer Rejected

Counter Offer Received

Offer Accepted

No

Send Offer Letter

Yes

No

Revise Offer

OfferApproved

Revise Offer

Yes

No

Route offer information to

approval authorityManage ApplicantPrepare Job Offer

Record counteroffer

and email hiring manager

Review expense requisition information

Job Opening Cost Analysis

Document official offer and materials sent to candidate

Contact Notes

Decide to negotiate and update offer?

Update candidate

informationManage Applicant

Action(s)?

Provide approved job offer to Services

CoordinatorManage Applicant

Provide approved job offer to Services

CoordinatorManage Applicant

Offer for contingent worker?

Notify candidate

Send Correspondence

Document receipt of signed official offer and other pre-hire

documentsContact Notes

Record offer rejection

Manage Applicant

Update candidate

informationManage Applicant

Perform Pre-Hire Activities

Create checklist for hiring process

Applicant Checklist

Route offer information to

approval authorityManage ApplicantPrepare Job Offer

Review job offer and make

approval decisionManage Applicant

Create official offer letter


Receive Offer

Decide to negotiate and update offer?

Record offer acceptance and

email hiring manager

Recruiter Alerts

View status Job Opening Status

Yes

Reject offer

Decide if need to?

Record details of conversation or correspondence

sentManage Applicant

Contact Notes

Provide information/clarification

Send Correspondence

Integration with FSCM - person's contract information

EIP (AM):PERSON CONTRACT

Send candidate official offer letter and/or additional pre-hire

documents for signatureSend Correspondence

Go to:"Screen Applicants" to continue

candidate search

Record offer rejection and email hiring

managerManage Applicant

Action?

Record offer acceptance

Manage Applicant

Record offer rejection

and email hiring manager

Need to discuss offer

details

Notify candidate

Send Correspondence

Review job openingsJob Posting

Works Council Posting Job Opening Status

Action?

Record counteroffer

Manage Applicant Provide information/clarification

Send Correspondence

Receive and document offer

responseManage Applicant

Prepare job offer and submit for approvalManage Applicant

Prepare Job Offer Hire and

Enable Resource

Review candidate information and

status Manage Applicant

Identify candidate(s) to receive offer(s)

Manage Applicant

Receive and document offer

responseManage Applicant Update requisition

information Manage Applicant

Yes

Review details of

offer

Record details of conversation or correspondence

sentManage Applicant

Contact Notes

Action(s)?

Go to "Source Suppliers" to assess and award bids

Record details of conversation/

correspondence sent

Contact Notes

Offer for contingent worker?

Identify proposed applicant salary

package informationSalary Package Model

From "Source Suppliers" to assess and award bids

View status of requisition and/or candidate(s) Find Job OpeningsManage Applicant

Provide notification Human Resources to perform Hire using PeopleSoft's Open Integration Framework (OIF)

Review final list of candidates

Manage Applicant

Action(s)?

Negotiate offer

Go to "Source Suppliers" to assess and award bids

Go to:"Screen Applicants" to continue candidate search and evaluation

Create employment contract

Applicant Contracts

Accept offer

Record details of conversation/

correspondence sent

Contact Notes

Analyze Recruiting

Submit a request to HR to hire the

candidatePrepare for Hire

Record details of conversation or

correspondence sentContact Notes

Offer decision?

Receive notification of offer pending approval

Worklist

Action?

Record details of conversation or correspondence sent

Contact Notes

Present approved job

offer to applicantManage Applicant

Update candidate status for new hire

processingManage Applicant

Update candidate disposition status

Prepare job offer and submit for

approvalManage Applicant

Prepare Job Offer

Request information

Review Job Offer Status

Manage ApplicantPending Approvals

Create rejection letters to send to other candidates


Present approved job

offer to applicantManage Applicant

Request information

My Applicants

Review Job Offer Status

Manage ApplicantPending Approvals

Update candidate disposition

status


status

Receive, sign and return

official offer and other pre-hire

documents


status

From "Source Suppliers" to assess and award bids



PeopleSoft Enterprise Hire and Enable Resources

Line Manager


Recruiter

Human Resources VP


Analyze Recruiting

Close Job Requisitions

Enter New Hire Information

Enable New Hire (Onboard)

Manage Recruiting Expenses



PeopleSoft Enterprise Enter New Hire Information

Line Manager


Recruiter

Hire Applicant as New Employee

HireFrench Public

Sector

Hire NewEmployee USF

Create an Additional Assignment for an Employee or

ContingentWorker

RehireFrench Public Sector

Create Hire Listing

CAN

Create Hire Letters

ITA

Review New Hire

Information USF

Concurrent Hire of Existing EmployeeFrench Public Sector

Yes

No

Perform Concurrent Hire or Hire Person as Employee

Hire Contingent

Worker

Rehire Former Employee

Hire/TransferExisting

Employee

See model titled "Plan Headcount" to obtain headcount allocation

for new hire if not previously allocated

Delete and archive applicant data Delete ID FPS

Review and/or update personal information

Manage Hires

End

Identify job, position, benefits and retirement information

Hire Employee USF

Record the seniority bonus code and the

seniority equivalent

Hiring Seniority Bonus FPS

Print PAR request and Notice to

EmployeeHire Employee USF

Identify work location, job, labor, payroll, salary plan and compensation information -

rehireManage Hires

Identify applicant's personal information -

rehireManage Hires

Validate the hiring process by comparing

the employee's competencies to those

that are required for the assigned job code

Validate Hire FPS

Enable New Hire

(Onboarding)

Create new employee record, assign status and civil service position

Add Concurrent Empl Record FPS

Create list containing hiring informationHire Report CAN

Create legal relationship between

employee and organization

Initialize Status FPS

Headcountallocated?

Identify applicant's personal information

Manage Hires

Identify compensation, earnings, and

distribution detailsHire Employee USF

Update the employee

recordEmployee

Record FPS

Verify that the hire action selected is

appropriateManage Hires

Decide if need to?

Create hire record for Federal employee and record general

administrative detailsHire Employee USF

New Employment Instance USFAdd Employment Instance USF

Review new hire information and

statusNew Hire USF

New Hire Error USFReview New Hire

Stats USF

Print the letter to be signed by both employee and employer on or

before the first day of employment

Job Letters (ITA)Hire Letter ITA

Receive notification from Recruiting to perform Hire using PeopleSoft's Open Integration Framework

(OIF)


Review list of individuals that need hiring process to be

completedManage Hires

Add a new employment organizational instance for a

PersonAdd Employment InstanceNew Employment Instance

Check to see if applicant exists

previously in system

Search for People Identify employment-related dates such as service computation

and WIGI datesHire Employee USF

Track supporting hiring documents

Supporting Documents FPS

Evaluate and Select Candidates

Review applicant's hire detail

information Manage Hire

Details Identify personal information

Hire Employee USF

Identify education, union affiliations and security clearance

Hire Employee USF

Create employee ID and identify personal

informationManage Hires

Manage Recruiting Expenses

Action?

Add an assignment record for a person

Add Additional AssignmentConcurrent Hire USF

Identify the terminated employee to rehire

Re-Hire Employee FPS

Create a new contingent worker organizational instance for a

PersonAdd Contingent Worker InstanceNew Contingent Worker Instance

Identify work location, job, labor, payroll, salary plan and

compensation informationManage Hires

Identify work location, job, labor, payroll, salary plan and

compensation informationAdd Employment Instance


existingManage Hires


contingentAdd Contingent Worker

Instance

Add new hire by selecting pre-configured template

and completing simple data entry

Template-Based HireAdd Template-Based Hire

Review template-based hire detailsTemplate-Based

Hire Status

Template-BasedHire


PeopleSoft Enterprise Close Job Requisitions

Recruiter

Employee

Human Resources VP


Yes No

Need to Provide Award Information to Payroll

View duplicate referrals and adjust

award amounts among eligible

employees Track Duplicate

Referrals

Review the eligibility and award payment status for each applicant referredCheck Referral Status

Recruiter Alerts

Job Openings

Review requisitions, and capture recruiting

expensesJob Opening StatusJob Opening Cost

Analysis

Close requisitions for positions that have been

filledJob Openings

Review and correct awards that are

rejected by PeopleSoft Payroll for North

AmericaReview Rejected

Awards

View and approve awards that have the

status of "Needs Approval"

Approve Employee Awards

Find Job Openings

Send corrected awards?

Provide award payment data to payroll

Process Referral Programs

View audit list of manual overrides and

the change detailsReview Override Audit

Receive results of validation of requested awards published by NA Payroll

EIP Name: eRecruit Request for PaymentEIP Name: Acknowledgment/Verification

of eRecruit Payment

Receive notification of payment published by NA Payroll

EIP Name: Payroll Issued eRecruit Payment

Evaluate and update eligibility employee

and determine award status

Process Referral Programs

View and override eligibility and award

information for referrals as neededAdminister Referrals

My Job Openings

Enter New Hire Information

Analyze Recruiting

Eligible awards?

Regulatory information?No

Yes

No

BEL

USA

GBR

ITA

USA

Review all active employees who were hired or rehired in a given time

period and conforms to federal reporting requirements

PRWORA-New Hire (USA)PRWORA-Newhire

Analyze ethnic and gender group movement and advancementsJob Group Movement Analysis

Create report of people with special hiring categories

Special Hiring Category ITA

Create and review DIMONA hire notifications to be sent to the Belgium

Social Security office (RSZ) in the form of flat files

Create DIMONA Notification (BEL)Review DIMONA Notification (BEL)

Create information

for?

Review a breakdown of job offers versus application by UK-specific

ethnic groups and by genderAdverse Impact (UK)

Yes

Analyze information on recruitment and hiring

practicesAdverse Impact (USA)


PeopleSoft Enterprise Enable New Hire (Onboard)


Create Global Assignment

Relocate New Hire

Request Resources

Schedule Training

Enroll in Benefits

Plan Performance and Career

RecordOffice/PhoneInformation

Provide Employee Help Desk Support

Decide ifneed to?

Manage Benefits Enrollment

Determine Individual Development Goals

Enter News Hire Information

Manage Employee Data

Track Global Assignments

Deliver Learning

Manage Employee Data


PeopleSoft Enterprise Analyze Recruiting

Data Administrator



Recruiter


Plan Recruiting


Recruit Applicants


Analyze Recruiting Performance

Generate Recruiting Intelligence


PeopleSoft Enterprise Analyze Recruiting Performance

Data Administrator



BEL

GBR

ITA

USA

Create and review DIMONA hire notifications to be sent to the Belgium

Social Security office (RSZ) in the form of flat files


Review all active employees who were hired or rehired in a given time

period and conforms to federal reporting requirements

PRWORA-New Hire (USA)PRWORA-Newhire

Create report of people with special hiring categories

Special Hiring Category ITA

Review a breakdown of job offers versus application by UK-specific

ethnic groups and by genderAdverse Impact (UK)

Plan Recruiting

Analyze information on recruitment and hiring

practicesAdverse Impact USA

Analyze ethnic and gender group movement and advancementsJob Group Movement Analysis

Generate Recruiting

Intelligence

Create information

for?

List all vacant budgeted positions

Vacant Budgeted Positions

Breakdown expense types and amounts for a

job openingJob Opening Cost

Analysis

USF

Review additional

details about the recruiting process


PeopleSoft Enterprise Deployment

Travel and Expense Manager

Payroll Administrator


Enterprise Help Desk Agent

Time and Labor Administrator

Plan Deployment

Respond to Employee Lifecycle Actions

Maintain Employee Data

Measure Deployment

Effectiveness

Manage Health and Safety


Manage Absences

Manage Time and Labor

Manage Payroll

Manage Expenses

Provide Help Desk Support


PeopleSoft Enterprise Plan Deployment

Headcount Manager



Define Deployment Goals

and Measurements

Measure Deployment

EffectivenessDefine Positions

Create Organizational

Structure


Plan Headcount FPS


PeopleSoft Enterprise Define Deployment Goals and Measurements


Employee


Line Manager




Yes

NoNeed toCreate Goals

Need to CreateMeasurements

Identify strategy componentsCreate Strategy Components

Identify KPI ComponentsDefine Cause and Effect

Define Positions

Measure Deployment

Effectiveness



Identify strategic initiativesDetermine Strategic

InitiativesInitiative Definition View

Review and finalize employee scorecardMy Profile / Scorecard at a Glance

Switch Scorecards / KPIs by PerspectiveStrategy / KPI List / KPI Exceptions

Search Portfolio / Search Detail by STSearch Summary by ST / My KPIs

My Manual KPIs / Manual KPI Search / KPI Query

Calculate, assess and publish KPIs

Calculate and Assess KPIsReview Error MessagesKPI Operands Datamap

KPI Expressions

Create KPIsCreate KPI Definition

Cause and EffectCalculation Rules

ObjectsTarget Rule

OptionsWeight Scale

ColorsKPI Definition View

Create portfolios to compare scorecards

Setup Portfolios

Review and finalize employee scorecardMy Profile / Scorecard at a Glance

Switch Scorecards / KPIs by PerspectiveStrategy / KPI List / KPI Exceptions

Search Portfolio / Search Detail by STSearch Summary by ST / My KPIs

My Manual KPIs / Manual KPI Search / KPI Query

Plan Headcount FPS

Conduct special projects?

Create scorecardDefine Scorecard Details




Set Targets / KPI CompareAssign Calendar to Scenario

Identify basis for Key Performance

Indicators (KPIs)Data Elements

CalculationsActionsActivity

Assessment

Define strategic goal and

measurements


PeopleSoft Enterprise Define Positions



History

Position

Vacant Position

BudgetStatus

Add/Update Positions

Update Department

FTE Budgets

Build Organizational Structure

Add or update position information and employment-related information

Add/Update Position Info

Define position information, including title, description, location, company,

department, hours, headcount, etc.Position Data

Classification Standards USFJob Codes

Occupational Series USFOfficial Position Titles USF

Organizational Posn Titles USFRate Code Details

Review?

Review information about employees currently or

previously assigned to a position

Position History

Review summary of position informationPosition Summary

Decideif need to?


Structure

Define Deployment Goals and

Measurements

Create department, job code, or position budgets using total salaries

and budgeted FTE's for positions with an approved budget status

Update Dept Budget Data

Review prior or current budget summary

information Budget Status

Review a list of all positions currently open

in a departmentVacant Budgeted

PositionsHRMS Integration with FSCM - provides

HR position dataPOSITION DATA

POSITION_FULLSYNC POSITION_SYNC


PeopleSoft Enterprise Create Organizational Structure


Headcount Manager Plan

Headcount FPS

Identify direct or indirect reporting relationships

Build Position Structure

Define Positions

Create organization structure reports

Active/Inactive PositionsActive/Inactive Positions USF

Active Position HistoryActive Position History USF

Exception/OverrideException/Override USF

Mass Org Exception Report (USF)Incumbent History

Incumbent History USFJob Code USF

Job Code & Position AuditOccupational Series USF

OF8 Report USFPosition Status

Position Title Table USFVacant Position

Vacant Position USF

Create organizational report to validate

structure Create Organizational

Report

Create organizational chart based on position

structureBuild Organization Chart

Apply Changes (USF)Build Department

Organization (USF)


PeopleSoft Enterprise Plan Headcount FPS


Headcount Manager

Human Resource Approval Authority


New Hire

Identify Headcount for New Hire

Identify Headcount for Grade Promotion

Update Allocation Due to Temporary or

Permanent Leave

Grade Change

Leave or Termination

No

Delete Approved Headcount

Allocation Action

CAEs by Employee

Status Summary

Allocation Summary

Exceed BudgetedHeadcount

Obtain Headcount from another Department or Category

AvailableBudgeted

Headcount

Return Headcount Allocation Obtained from another

Department or Category

FTEs by Dept and Grade

Headcount by Dept and Grade

NominalHeadcount

Review Budget Line Detail

Audit and Review Grade s

Create Cube For Analysis

Review CAEC Summaries

CalculationResults

Budgeted Headcount by Dept

Headcount Summary

Archive

Allocate/Deallocate Headcount

Perform Annual Headcount Planning

Future/Pending Deallocations

Calculate Workforce Monthly or as Needed

CAEC Grades

Transfers

Lock-Ins

Summaries

New Hire

Grade Change

Leave or Termination

Decide if need to?

View a summary of headcount and recorded

moves by CAECBudget Line Detail


Structure

Decide if need to delete

changes to..

Request a CAE allocation for a

new hireCAE Allocation

Approve deny headcount deallocation

CAE Deallocation Stamp

Calculate the authorized budget headcount management from the authorized budgeted headcount

Budget Line Detail

Decide if need to?

Calculate the authorized budget headcount from the budgeted

headcountBudget Line Detail

Need to review?

See section titled: "Calculate Workforce" to update and verify available headcount

Approve or deny allocation for new

grade changeCAE Change Stamp

Identify the budget line information for each CAEC

and associate a grade with a CAEC

CAE CategoryCAEC / Grade

View the CAECs to which a grade belongsCAEC/Grade

Build the CAE cubeCalculate

CAE Cube

Review list of CAEs allocated to an

employeeCAE/Employee Inquire

Lock in headcount on one CAEC to overstaff

another CAECBudget Line Detail

Review overview of the budget line info

Budget Line Summary

Define Deployment Goals and

Measurements

Lists the grades that do not belong to any CAEC or grades registered in multiple CAECs

Orphan GradesGrades Over Various CAEC

Review list of all CAE with an end date or list of CAE to be

deallocatedAll CAE to be Deallocated

Links Other CAE

Retrieve one FTE from available headcount for new hire and update

balanceCAE Allocation

Deallocate active CAE, i.e., make headcount available that has been designated for an employee that

has discontinued serviceCAE Deallocation

Set up CAE cube

CAE Cube Set Up

See section titled: "Calculate Workforce" to update and verify available headcount

Review CAEC summariesCAEC Summary

Average Index/CAEC

Authorizes overstaffing in a CAECOverstaffing

Identify budget line data, including budgeted headcount,

for each CAECFact with BL on Request

Decide if approval given?

Calculate FTEs per grade and department

Calculate FTE

Distribute headcount between departmentsBudgeted Headcount

AD

Request a CAE allocation based on headcount available in another

department/budget/categoryCAEC Locking Ins

Review and analyze headcount calculation results

Headcount Results

Create headcount data for cube analysis

Create Waged Hdct Cube(12m.)

Need to approve/deny allocation for?

Calculate headcount per grade and department

Employees/Grade and Dept

Review budgeted headcount authorized by department and

the calculated headcountBHAS

Review a summary of headcount and recorded

moves by CAECBudget Line View

Need to review?

How to obtain allocation?

Review CAE status summary

Track CAE

Need to review?

Deletes CAE if the allocation stamp is denied

Delete CAE

Archive the CAE dataCAE Storage

View actions captured in employee records and each

actions impactBudget Line Detail

Record the details of the Finance Act, including the initial Finance

Act and any amendmentsFact with BL on Request

Update the counter of the Finance Act for one or all budget

linesUpdate Counter

Need to calculate?

Retrieve the AHM and all mass freeezes and

transaction freezes, and view usable headcountBudget Line Detail

Approve or deny headcount allocation

for new hireCAE Allocation Stamp

Create a list of employees in a department

Nominal Headcount

Decide if need to?

Decide if need to review?

Identify CAEC grade discrepancies (one grade

registered in several CAECs)CAEC AuditSummarize headcount per

CAEC and departmentHeadcount/CAEC/Dept.

Unlocks CAE once the margin is positive.

Reduction in Overstaff

View the actions that resulting from the last CAE change and

delete the corresponding updates

Delete CAE and Related Actions

Deallocate the headcount in the current grade and reallocate to the

new gradeCAE Change

View lock-ins of authorized headcount budget that

result in authorized headcount management

Budget Line View

Review the status of the allocation or

deallocation procedureProcedures

View transfers of budgeted headcount that result in

authorized Budget Line View

Hire and Enable Resource


Track Advancement FPS


Track Employee Personal Information





Yes



PeopleSoft Enterprise Maintain Employee Data





Update Employee Information

Update Job Information

Track Citizenship Information

Track Employment Contracts

Review and Report Job Summary

Information

Track Labor Relations

Track Secondment Contributions -

FPS

Archive or Delete Employee Records

- FPS

Track and Report Regulatory Information

Track Seniority

Update Compensation

Track Tenure and Probation - USF

Track Flexible Service and

Tenure

Track Faculty Events

Track Advancement -

FPS

Grant Tenure -FPS

Measure Deployment

Effectiveness



Manage Absences


Manage Payroll

Junction


PeopleSoft Enterprise Update Employee Information




Line Manager

Employee


View employee personal informationView Employee Personal Info

Phone NumbersEmail Addresses

Emergency ContactLocation Change (USF)

Review or update personal information - USFReview Change Requests (USF)

Address Change (USF)Phone Number Change (USF)

Marital Status (USF)Name Change (USF)

Review list of direct reports and select individual to reviewView Employee Personal Info

Dir Rep Multi-SelectDirect Rep Drill-Down

Direct ReportsEmployee Search

Identify employee's personal information

Emergency ContactEmergency Contacts Report

DisabilitiesMaintain Accommodation Data

Driver's License DataCredit Card

General CommentsCompany Property

Prior Work ExperiencePrior Career History FPS

Military Situation FRADependent Information

Depdnt Identification DetailsDependent Benef History FPS

Volunteer ActivitiesBank Accounts

Business ExpensesBadge

Birthdays ReportHome Address ReportMailing Labels Report

Documents (ITA)Company Codes (ITA)

Person Organizational SummaryMaintain a Person's POI Reltn

Modify a PersonAdditional Names

Add a POI Relationship General Availability MIL

Disabilities BRASecurity Clearance

Badge/Clearance Access Summary


Manage Absences

Locate and review a person's record by

searching by national IDSearch by National ID

Identify checklist items to use as a guide for processing people

Person Checklist

Review or update personal informationPersonal Information Summary

Home and Mailing AddressPhone NumbersEmail Addresses

Emergency ContactsMarital StatusName ChangeEthnic Groups

Decide action?Decide action?

Manage Payroll

Birthday Alerts


Respond to Employee

Lifecycle Actions

Anniversary Alerts

Direct Reports

Company Directory

Measure Deployment

Effectiveness

Update basic employee

informationModify a Person

Complete and submit Section I of I-9 Form

Complete and Submit I-9 Form

Complete Employee I-9 Form submission or reverify/update existing I-9 record by detailing the employee's legally required

document informationComplete/Reverify EE I-9 Form

New Section I of I-9 Form needed?

Yes

Create list of employees whose I-9 Forms are due to expire or

whose final I-9 document information must be receivedI-9 Receipt/Expiration Report

No How to handle I-9 records?

Update Employee I-9 Record(s)

Print completed and submitted I-9

FormsPrint I-9 Forms

Print


PeopleSoft Enterprise Update Job Information

Employee

Line Manager


Human Resource Approval Authority

AppointmentsJPN

Temporary Assignments

Request Job Changes

GBR

Personnel Action

USF

AssignmentsFPS

Civil Service Position

FPS

Personnel Action USF

Apply Job Changes by Individual

Employee

Apply Job Changes by Mass

Location

Transfer

Promotion

Reporting Change

Job Change(Europe)

View status of promotion request

View Promotion Status

Change employee locationRequest Location ChangeLocation Change (USF)

Track Faculty Events

Initiate a request for a job change that requires Works

Council ApprovalRequest Job Change

Review Job Change Request

Record the date an employee resignsTerms (ITA)

Request an employee transfer

Transfer Employee

Approve/deny personnel action

Approve Request USF

Decide if need to...

Identify nature and schedule of a temporary assignment

Temp Assignmt due to CompleteTemp Assignmt w/out End Date

Mass-Approve job change requests

Job Change Request ApprovalWC Automatic Approval

Grant Tenure -FPS

Review the status of a job change requests requiring Works Council

approvalReview My Job Change RequestReview All Job Change Requests

Review Errors and Warnings

Provide 1st level of authorization required for a personnel action1st Rqst Authorization

USF

Track Advancement -

FPS

Review the results of the mass employee job record change

Mass Update Result

Re-activate or update termination for temporary jobs

Reactivate/Update Termination

Create personnel action requestSupervisor Request USFPromote Employee (USF)Reassign Employee (USF)Reporting Change (USF)Retire Employee (USF)

Review Change Requests (USF)Separate Employee (USF)

Identify change in pay rate or salaryUpdate Compensation FPS

Grant Premiums FPS

View employee transfer employee

View Transfer Status

Apply mass changes to employee recordsMass Update Run

Control Page

Terminations - ITA

Initiate a request for a job change that requires Works

Council approval Request Job Change

Track Tenure and Probation - USF

Mass-Approve job change requests

Job Change Request ApprovalWC Automatic Approval

Identify new additional appointmentsAdditional Appointment JPN

Work Time - FPS Records work time changesUpdate Work Time FPS

Record work location and job information changesUpdate Assignment FPS

Job Data FPSMerge Employee Record FPS

Approve transfer employee

Approve Transfer

Modify employee categorizationUpdate Categorization FPSCategorization -FPS

Identify personnel action details of request ready for human resources to process

HR Processing USFCancel Personnel Action USFCorrect Personnel Action USF

Decide if need to?

Identify/update job-related information

Job DataCurrent Job

Pay Rate Change

Termination

Create personnel action request or termination of position or

leave of absenceEmployee Request USF

Request Termination (USF)

Approve reporting changesApprove Reporting Change

Track Seniority

Request employee promotion

Promote Employee

Track Flexible Service and

Tenure

Review reporting change statusView Reporting Change Status

Request employee termination

Terminate Employee

Review status of job change request

Review Job Change Request

Define the type of mass job data update to apply

to employee recordsMass Update Setup

Provide 2nd level of authorization required for a

personnel action2nd Rqst Authorization USF

Change and check civil service position Chg Civil Service Position FPS

Type of action needed for

direct reports?

Full/Part Time Status

Compensation - FPS

Distribute the cost of a main appointment between its additional

appointmentsCost Rate JPN

Request and review reporting changes

Request Reporting Change

Approve employee promotion

Approve Promotion

Change employee full/part time status

Change Full/Part Time StatusChange FTPT Status (USF)

Respond to Employee Lifecycle

Perform scheduled automatic or manual processing of personnel requests for future dated transactions that have been approved and need

to be pushed to various database recordsProcess PAR Push USF

Comp Actns USF (hidden)

Update Compensation

Note: The PAR Push processing may be scheduled to occur at specified times or performed manually at predetermined

intervals based on business requirements

Junction


PeopleSoft Enterprise Track Seniority




Identify seniority for a workerIdentify Seniority (BEL)

Calculate the severance amount

Create Notification (BEL)

Update seniority components in compensation packages

Update Seniority Pay


Measure Deployment

Effectiveness

Decide if need to?

Create Notifications reportCreate Notification (BEL)

Verify workers are still eligible for seniority pay components

Update Seniority Eligibility


Manage Absences

Review employee records with multiple codes

Multiple Seniority Components


Review and set Claeys calculation variables

Create Notification (BEL)

Junction


Manage Payroll

Review employee seniority information

Seniority Report


PeopleSoft Enterprise Update Compensation




Measure Deployment

Effectiveness



Recalculate compensation packages

Calculate Compensation

Manage Absences

Refresh the compensation defaults

in Job DataRefresh Compensation


Junction

Manage Payroll



PeopleSoft Enterprise Track Tenure and Probation - USF




Track Tenure - USF

Track Probation - USF


Identify employees who are within 60 days of tenure waiting period Process Automated Actions USF

Create a worklist item and notify supervisors of probation

terminationProbat Term-Supv Notif USF



Identify employees who are within 60 days of probationary period

Process Automated Actions USF

Update tenure status for employees passed tenure datesProcess Automated Actions USF

Decide if need to?

Junction

Manage Absences

Create a worklist item and notify supervisors of tenure conversionTenure Conversion Notice USF

Measure Deployment

Effectiveness


Manage Payroll

Terminate probationary periods for employees passed probation

datesProcess Automated Actions USF

Create a worklist item and notify supervisors of terminated

probationsProbat Term-Supv Notif USF

Create a worklist item and notify supervisors of processed

conversionTenure Conversion Notice USF

Identify or terminate?

Identify or convert?

Identify EmployeesAwaiting Tenure

Perform TenureConversions

Identify EmployeesAwaiting Probation

Termination

TerminateProbationary Periods


PeopleSoft Enterprise Track Flexible Service and Tenure




Yes

No

Track Service

Track Tenure

Define or UpdateTenure Tracking

Information

Assign and Calculate Tenure

Yes

No

Yes

No

Review changes made to academic rank and

tenure statusReview Rank/Status

History

Review?

Decideif need to?

Track employee's service accrued from

other institutions Create Tenure Data

Create calculation groups

Calculation Group

Review history of service credits

Service History


Activate tenure tracking for an

employee Job Data

Review results of tenure accrual for calculation process Review Tenure Calc Summary

Review flexible service calculations

Flexible Service Summary

Update the tenure service totals and employee service

historyPerform Tenure Calculations

Review temporary results of tenure calculation

Review Tenure Run Results

Manage Absences

Review processing messages to ensure accuracy

Review Processing Messages

Create calculation groups

Calculation Group



Review?Calculate service

accrualsCalculate Service

Need new calculation

group?

Review jobs and positions eligible to

accrue service creditsView Related Jobs

Review or update default tenure data, add

additional details, and assign calculation group

Create Tenure Data

Establish academic ranks, eligibility, and probationary periods

Academic Rank

Identify experiences and credits from other institutions

and apply toward tenureExperience/Credit Codes

Identify service calculation group and

FTE value for prorating accrued service

Job Data

Calculate tenure service for a group or an individual

Perform Tenure Calculations

Updateservice accrual

definitions?

Review accrual processing results

View PeriodicResultsMessage Log

Review current jobs that count toward

tenureReview Related JobsDecide if

need to?Need new calculation

group?Measure

Deployment Effectiveness


Create tenure reports Tenure Calculation

Tenure Years of ServiceEmployee Tenure Status

Identify employee's startup credits and

exceptionsFlexible Service

Review employee flexible service

Calculated Service ReportEmployee Service Report

Junction

Establish calendars for accruing service years

Calendar

Define rules for service accruals, including rounding

and adjustmentsService Rules

Group actions and reasons that count

toward accrual HR Action/Category

Manage Payroll


PeopleSoft Enterprise Track Faculty Events

Employee




No

Yes

Review the final, approved employee cases

Review Case StatusCase Review Status Rpt

Track participation in activities and committees

Review Committee MembershipActivities

Need to track?

Update tracking data?

Measure Deployment

Effectiveness


Review case information

Case Information

Track employee's administrative posts, titles,

and appointments Administrative Posts

Define employee case, i. e., change in tenure status, title

changeIdentify Employee Case

Manage Payroll



Review Faculty history information

Faculty Events Hist Rpt

Track employee's student advisees

Student Advisement

Define administrative posts

Administrative Posts

Identify courses the employee is assigned to

teachTeaching Responsibilities

Define committee details

CommitteesCommittee Type

Review less sensitive case information Case Progress

Manage Absences


Junction

Recruiting Recruiting

Update or review my faculty events

ActivitiesAdministrative Posts

Committees Presentations

Professional TrainingPublications

Student Advising Teaching

Responsibilities

Track faculty competencies and accomplishments

PresentationsPublications

Define DETYA detailsClassification Code AUSOrganization Unit AUS

Identify full-time and part-time member data

Full-Time MemberFull-Time SurveysPart-Time Surveys

Load and report on teaching dataLoad FT Teaching Member Data

Load Teaching Survey Data Create Survey Stats CANFT Survey Stats CAN Rpt


PeopleSoft Enterprise Track Advancement - FPS




Advance Employees

Promote Eligible

Employees

Reclassify Employees

Decide if need to?

Manage Absences

Review advancement simulation

Career Simulation Report

Identify employees to be advanced and update career

records automaticallyAutomatic Step Increment

Repair/adjust the impact of inserting or deleting a

career action with an old effective date

Retroactivity Processing


Request new career classification for individual

employeesIncrement Step/Promotion

FPS Delete advancement dataIncrement Step/Promotion

FPS

Simulate reclassification and save the results

Reclassification Simulation

Review employees selected for promotion and add or remove

employeesReview Promotable Employees

Update employee records with valid reclassifications Update Career

Manage Payroll

Calculate promotion probation period end dates

Calculate End of Probation Pd

Identify promotable employee population

Select Promotable Employees

Calculate seniority and length of service

Calculate SeniorityCalculate Length of Service

Measure Deployment

Effectiveness

Review career seniorityReview Career Seniority

Update career advancementNext Step Increment

Update the advancement date or demote

Freeze Advancement/Demotion FPS

Clear the advancement simulations

Delete Simulation Records

Simulate advancement for a corps or employee

Step Increment Simulation

Update career classification data for individual employees

Increment Step/Promotion FPS


Identify employees selected for promotion for a specified datePromotable Employees Report

Validate reclassificationsValidate Reclassification

Decide if need to?

Advance multiple employees at one time

Step Increment

Identify expected step or sub step increment dates

Step Increment DateReset Advancement Dates


Decide if need to?

Update seniority bonus to speed up advancementUpdate Seniority Bonus

FPS

Define reclassification conditions and

proceduresDefine Reclassification

Decideif need to?


Define grade promotion criteria

Define Promotion Rules

Plan Headcount -FPS

Plan Headcount -FPS


PeopleSoft Enterprise Grant Tenure - FPS




Accomplishments

Competencies

Grant Tenure

Extend Probation

Terminate Employee

Manage Payroll


Junction

Manage Absences

Measure Deployment

Effectiveness

Compare employee's accomplishments with

those required by position

Validate Probation Period

Modify employee status and provide information

on tenureUpdate Status FPS

Inform managers of trainees eligible for

tenureTrainees to be Given

Tenures

Review employee tenure dates

Update Status FPS


Review trainee grade and step data and hold,

validate or deny tenureValidate Probation Period

Review employee's competencies with those required by

positionValidate Probation

Period

Grant tenure and update status code

Assign Civil Servant Status

Decide if need to?

Need to review?

Select employees eligible for tenure within specified

periodCalculate Future Tenures



Calculate tenure date for individuals or

groupsCalculate Tenure Date

Notify trainee supervisors of probation and

dates

Review a probation period

after the first rejection


PeopleSoft Enterprise Track Citizenship Information




Citizenship

Identification Data

Track Substantial Presence

Passport/Visa ExpirationsAudit Passport/Visa expiration

datesPassport/Visa Expiration Audit

Junction

Manage Payroll


Measure Deployment

Effectiveness

Manage Absences



Audit citizenship/country/Visa discrepancies

Citizenship/Country/Visa Audit

Need to test or audit?

Review, update and validate identification data provided

Identification Data


Identify details about employee's substantial

presence in the USEmployee Presence Test USA


PeopleSoft Enterprise Track Employment Contracts




North America

USF

Terminate

Replace

PrepayOptions

Recalc

Yes

Update

Create

Yes

No

Renew

Belgium

End andReason


Manage Payroll

Decide if?

Update contractsUpdate Contracts


Junction

Update contract payUpdate Contract Pay NA

Define contract clausesDefine Contract Clauses

Define contract typesDefine Contract Types

Measure Deployment

Effectiveness

What contract action is

needed?

Manage Health and SafetyTrack information on the

termination of an employee's contract

Terminate Contract BEL

Renew pay contractRenew Pay Contracts NA

Define contract end and reasonDefine Contract End BEL

Define Contract End Reason BEL

Define contract templatesDefine Contract Templates

Create employment contract reports

Contract Information Report

Manage Absences

Identify prepay optionsContract Prepay Options NA

Identify the replacement contract

Replace Contract BEL

Need to create or update

contract?

Decide if?

Recalculate contract work days

Recalc Contract Work Days NA

Update existing contract with renewal informationService Agreements USF

Create Template?

Create report?



PeopleSoft Enterprise Review and Report Job Summary Information




Measure Deployment

EffectivenessCreate workforce reports for French Public Sector

Part-Time Schedule FPSCS Position Request tbc FPS

CS Position - Rqst Reject. FPSCS Position/Employee FPSCareer - Request tbc FPS

Career - Request Rejected FPSEmployee Career/Action FPS

Assignment - Request tbc FPSAssignment - Rqst Rejected FPS

Work Time - Request tbc FPSWork Time - Rqst Rejected FPS

Compensation - Request tbc FPSCompensatn - Rqst Reject. FPS

Collective Orders FPSIndividual Orders Edits FPS

Collective Orders Updates FPSPending Orders FPS



Create workforce reportsEmployee Turnover Analysis

Primary Job AuditPending Future Actions

Request Ad hoc ProcessDepartment Action Notices

Create As-of-Date Mass ReportCreate As-of-Date RequestAs Of Date Request USF

Create Calendar Year RequestDatabase Audit

Create From/Thru Dates RequestWorkforce Survey Result (CAN)

Groups by Emplymt Type Rpt (CAN) Groups by OCC Group Report (CAN)

Groups/Jobs Filled/Vacated (CAN)Workforce Survey Stats (CAN)

Create Job Information ReportsPersonnel Actions History

Personnel Actions History USFAppointment Affidavits USF

Award Action USFSetup Wage/Separation USFPrint Wage/Separation USF

Request Personnel Action USFNotice of Personnel Action USF

Employees on Leave of AbsenceRequest Prelim Empl Data USF

Temporary EmployeesYears of Service

Social Report BELOfficial List ESP

Create AFI File ESPEstablish Synchronization FRAAppointment Notification JPN

Appointment List JPNCompletion of IC Transfer JPNEmployee Assignment List JPN

Matricula Book (ITA)Matricula Calculation (ITA)

Employee Listing SGP


Review OEE workforce survey for Canada

Workforce Survey Results

Decide if need to?

Manage Payroll

Action to take?

Manage Absences

Review job information for employee of French Public Sector

Merge Employees FPSReview Merge Results FPS

Job Data FPSJob Data History FPSCurrent Status FPS

CS Position History FPSAssignment History FPS

Career History FPSCurrent and Prior Career FPS

Career Seniority FPSCS Position/Career FPS

Career/CS PositionCompensation History FPS

Review job informationWorkforce Job Summary

Job Summary JPNMultiple Jobs Summary

Compensation Summary USFPersonal Data USF



PeopleSoft Enterprise Track Labor Relations

Employee




Grievance

DisciplinaryAction

Negotiability

Identify disciplinary action, action taken, and final resolution

Record Disciplinary ActionsRecord Disciplinary ActionsUSFRecord Negotiability AppealUSF Create labor relations reports

Discipline Action Summary Grievance Detail

Employee Disciplinary Action Grievance Summary

Union Fees ESPUnion Membership USF

Union MembershipLabor Relations Letters


Identify negotiability appeals item and tracking details

Record Negotiability Appeal USF

Identify grievances filed, action taken, and final resolution

Record Grievances

Request change in job, if desiredRequest Job Change

Review My Job Change Request

Need to record?

Obtain time worked information from

payrollExtract Payroll Data

Update wage progression activity records

Update Wage Progression

Review and adjust wage progression details

Review Wage Progression

Review earning period details per pay period about worker’s

hoursReview Time Details

Approve workers for wage progression

Approve Employees to Advance

Process advancementsProcess Wage Progression

Wage Progression

Define groups of workers to layoff or

recallLabor Group Definition

Define layoff parameters

Layoff Roster

Run layoff processLayoff Roster

Review list of laid off workers

Layoff Roster Report

Process and maintain workers reemployment

(recall) rightsProcess Recall Rights

Recall Rights

Reinstate or recall workers?

Layoffs andRecalls Reinstate

Recall

Rehire laid off workers quickly

Reinstatement Roster

Rehire with more flexibility

Recall Roster

Create layoff and recall reports

Layoff Roster ReportBumping ReportSeniority Report

Candidate List ReportRecall Roster Report

Manage Payroll


Manage Absences

Measure Deployment

Effectiveness



Action to take?


PeopleSoft Enterprise Track Secondment Contributions - FPS




Junction



Measure Deployment

Effectiveness

Calculate retirement contributions for employees in

secondmentCalculate Contribution FPS

Create contribution amount letters to employees

Contribution Call Letter FPS

Review employees in secondment

Review Payment Cont FPS


Manage Payroll


Manage Absences

Receive employee

contribution payments


PeopleSoft Enterprise Archive or Delete Employee Records - FPS




Manage Absences



Measure Deployment

Effectiveness


Junction


Manage Payroll

Delete, and archive employee personal data, civil service position, work time, or

career dataDelete Career Data FPS

Delete ID FPSPersonal Data Deleted ID FPS

Employee File Cncl FPSAssignment Archive FPSCS Position Archive FPS

Career Archive FPSWork Time Archive FPS

Compensation Archive FPSPremium Archive FPS

Seniority Bonus Archive FPSEE Categorization Archive FPS


PeopleSoft Enterprise Track and Report Regulatory Information




Yes

No

Define regulatory reporting CANDefine Canadian Pay Equity

Define Canadian NOC Codes

JunctionType of reports?

Create CPDF reporting information Dynamic TableStatus Table

Edit ValidationError Report

Dynamic/Status FileOrganizational Component File

Create regulatory reports - BRACAGED File/Report BRA

Employee Registry Report BRA

Creates reports on heavily disabled individuals DEU

Heavily Disabled DEU

Define edit and field information for CPDF

CPDF Fields USFCPDF Edits USF

Define regulatory reporting requirements AUS

Define ASCO CodesDefine APS Movement

Define APS Non-English Code

Create and review DIMONA termination notifications to be sent

to the Belgium Social Security office (RSZ) in the form of flat files


Identify establishment informationEstablishments

Review Controlled Estb Ids


Create regulatory reports AUSAPS Employee Additional Data

ASCO ReportCreate APS PSMPC

Manage Payroll

Manage diversity compliance NLD Law SAMEN Registration

Law SAMEN Report


Create EEO reportsEEO-1 Employer Info

EEO-1 Job Analysis ReportEEO-4 State/Local Govt

EEO-5 Job AnalysisEEO Groups by PATCOB/POI USF

EEO Grps by PATCOB/SubAgcy USFEEO Groups by Series/POI USF

EEO Grps by Series/SubAgcy USF

Define accommodations required for disability reasons

Accommodation Types (USA)Maintain Affirmative Actn Plan (USA)

Create regulatory reports USAIPEDS-S (USA)SF113-A USFSF113-G USF


Type of tracking?

Create regulatory reports CHE

Company Statistics CHE

Need to define tracking?

Create veteran reports USAVETS-100 AnalysisVETS-100 ProcessVETS-100 Submit

Maintain Military Dischrg DateVETS-100 by POI USF

VETS-100 by Sub Agency USF

Identify mandate information for French employees

Mandates FRA

Creates reports on heavily disabled individuals ITA

Equal Opportunities ITADisability Report ITA

Union Report ITA

Measure Deployment

Effectiveness

Regulatory reports - UKAdverse Impact

Job Group RosterJoint Staffing

NI Fair EmploymentsTermination AnalysisWorkforce AnalysisCreate regulatory reports CAN

Employment EquityNational Occupation Codes

Official Language RequirementsPay Equity

Identify job tasksJob Code Tasks

Job GroupsJob Tasks


Manage Absences

Create regulatory reports - General Workforce

Job Group AnalysisJob Group Analysis SummaryJob Group Movement Analysis

Job Group RosterTerminations Analysis

Workforce Analysis

Regulatory reporting Information FRA

Pension/Cont. Contracts ReviewCompute Employee Survey

Edit Employee SurveyEmployee Survey Report

DisabilityMonthly Workforce

Single Hiring StatementPersonal Register

Workforce by NationalityBIAF

Election ReportDefine standard

diagnosis informationDiagnosis


PeopleSoft Enterprise Manage Health and Safety

Health and Safety

Administrator



Measure Deployment

Effectiveness

Define Health and Safety Tracking

Information

Record Employee Medical Exam

Results

Verify Witnesses or Personnel Involved with

Incident

Obtain Incident Information

Create Health and Safety Reporting

Information


PeopleSoft Enterprise Create Health and Safety Reporting Information

Health and Safety

Administrator


Health and Safety Reporting Data

Canada


Germany


GBR

Regulatory Reports

Regulatory ReportsCHE

Regulatory ReportsCAN

Regulatory ReportsESP

Regulatory ReportsGBR

Regulatory ReportsUSA

Regulatory ReportsFRA

Create report containing accident details CHE

Accident CHE

Need to create?

Prepare and load RIDDOR data GBR

RIDDOR Data GBR

Identify incidents that did not result in the loss of wages ESPIncident w/o Lost Wages ESP

Prepare BC WCB data for file creation

CANWCB EDI Data CAN

Need to create?

Create list of case numbers and details of the injury/illness USA

OSHA-200 Log (USA)


Prepare accident, incident , and illness data and load to temporary data table DEU

Accident Data DEUIllness Data DEU

Create a French health and safety report FRA

Work Accident FRA

Create a Report of a Case of a Disease report GBR

Illness GBR

Creates and sends the BC WCB EDI file CAN

Create WCB EDI File CAN

Create a report of injury or dangerous occurrence

Injury/Dangerous Occ GBR

Create health and safety reports DEU

Accident DEUIllness DEU

Incident Location Summ DEUReportable Accident/Illnss

DEU

Obtain Incident Information

Measure Deployment

Effectiveness

Create health and safety reports CAN

WCB Form 7 CANWCB Incident CAN

Identify accidents with and without absence days

Create Delt@ PAT/RAF ReportESPCreate Delt@ RATSB Report ESP

Regulatory ReportsBRA

Create CAT and PPP Reports BRA

CAT Report BRAPPP Report BRA

Work RestrictionSummary

Review Employee With Work Restriction summary

Employee Work Restriction Smry

Create OSHA reportsOSHA 301 Incident Report OSHA 301 Incident Report

PrintOSHA 300 Incident Log OSHA 300A Annual Summary

OSHA 300 Runs OSHA 301 EE Incident Report OSHA 301 NE Incident Report


PeopleSoft Enterprise Define Health and Safety Tracking Information


Health and Safety

Administrator

Accident/Injury Information

Germany


Canada

Mixed CommitteesMexico


Great Britain

Medical ServicesAustralia

Define hazardous environmentsDangerous Occurrences

Job Code HazardsLocation Hazards

Hazardous Conditions/MaterialsHazard Units BRA

Hazard Concepts BRA Work Hazards BRA

Job Code Hazards BRA Work Area Hazards BRA


Results

Define medical dataAllergy

ImmunizationMedicationDiagnosis

Occupational Illnesses

Define medical services AustraliaClaim Threshold - Claims AUSClaim Threshold - State AUSClaim Threshold - Union AUS

Medicare Item Details AUS

Need to define?

Identify details for the Mexican mixed committees

Mixed Committee MEX

Define accident or injury information Germany

Case Officer DEUCorrective Actions DEU

Disease Class DEUPreventative Actions DEU

Unsafe Items DEUWork Area Class DEU

Work Area Category DEUWork Area DEU

Define work restrictionsCodes and Effective Dates

Modified Work

Define accident or injury informationAccident Types

Body PartsNature of InjurySource of Injury

Unsafe ActsAnimals Involved

Transportation


Verify Witnesses or Personnel Involved with

Incident

Define accident or injury information Great Britain

External Scheme GBR

Define accident or injury information Canada

Class/Subclass CANOccupations CAN

Contributing Factors CANPreventative Actions CAN

Define physicians and facilities

Medical FacilitiesPhysicians


PeopleSoft Enterprise Obtain Incident Information

Health and Safety

Administrator

Incident

Vehicle/Equipment

Industrial Hazard

Germany

Yes

No

Identify injury detailsInjury Details

Injury Details BRA

Identify claims details related to a rehabilitation plan

Create Employee Rehab Plan

Review all incidents by specific individual has been involved

Review Employee Injury SummaryEmployees In Incidents (rpt)Review Injury Summary BRA

Identify assigned case officers (DEU)

Case Officer Assignment

Record?

Identify industrial hazard code for employee (DEU)Coop Society Data

Identify basic incident informationIncident Details

Incident Detail (rpt)Incident Lost Work (rpt)Incident Summary (rpt)

Location Incident Summary (rpt)Non-Employees In Incidents (rpt)Vehicle Incident Summary (rpt)

Incident Details BRA

Verify Witnesses or Personnel

Identify any corrective actions

and/or preventative actions

Identify Corr/Prevent Actions


Identify information about vehicles or equipment

Vehicles/Equipment Involved

Is rehabilitation needed?

Identify charges related to injury or illness claims

Open ClaimClaim Summary Overview (rpt)

Incident Claim Detail (rpt)

Incident with injury?

Rehab for employee? Yes

Identify claims details related to a rehabilitation plan for non-employeeCreate Non-Employee Rehab Plan

No

Yes

No


PeopleSoft Enterprise Record Employee Medical Exam Results

Health and Safety

Administrator

Physical

Respiratory

Eye

Audio

Health Card

Drug Test Data

Exam Dates/StatusGermany

IllnessGermany

No

Yes

Needto record?

Identify basic exam informationEye Exam


Information

Identify case officers (DEU)Case Officer Assignment

Identify basic exam and physician information, test

results and commentsHealth Card (USF)

Identify medical examination dates and exam status for

employee (DEU)Employee Checklist

Identify basic exam informationPhysical Exam

Identify hearing exam classification

Audiometric Exam


Information

Identify data to track employee illnesses (DEU)Illness Tracking

Identify respiratory exam information

Respiratory Exam

Need to review health card info?

Identify basic exam and physician information such as name and address and drug

sensitivities from previous test administered

Drug Test (USF)

Review employee information, position

information, physician information, drug

sensitivities and previous tests, and drug test resultsReview Health Card Info

(USF)

Identify medical exam results (BRA)Medical Exam Results BRA

Exam ResultsBrazil


PeopleSoft Enterprise Verify Witnesses or Personnel Involved with Incident

Health and Safety

Administrator

Family

Employment

Employee

Non-Employee

Name

Identify additional employee

informationEmployee

Identify personal information for non-employees

involved in incidents

Non-Employee

Identify employment information

Employment

Obtain Incident InformationNeed to track?


Information

Identify employee family information

Family


PeopleSoft Enterprise Track Global Assignments

Employee


Respond to Employee

Lifecycle Actions

Measure Deployment

Effectiveness

Notify Employee of Global

Assignment

Identify Global Assignment Information

Identify Travel and Education

Allowances

Complete Assignment and

Update Competencies

Receive Assignment Information

Prepare for Assignment

Perform and Complete

Global Assignment


PeopleSoft Enterprise Complete Assignment and Update Competencies

Employee

Human Resource Specialist Measure

Deployment Effectiveness

Record information regarding completed

assignment and close host recordHome/Host Information

Create report of employee's on global

assignmentsEmployee on Assignment

Report

Track job information while on assignment

Home/Host Information


Allowances

Perform and Complete Global

Assignment

Maintain profilesPerson Profiles


PeopleSoft Enterprise Identify Global Assignment Information

Employee

Human Resource Specialist Home/Host

Assignment

Dependents

Immediate Family

Summary


Allowances

Identify information about the disposition of employee home

residencesHome and Host Data

Review a summary of employee's assignment and organizational

relationships Review Assignment Summary

Person Organizational Summary

Review information on dependents in employee's

immediate familyReview Immediate Family Data

Identify dependents and beneficiaries, addresses, and

personal informationDependent Data

Identify basic assignment information such as type, dates

and host contactAssignment Data

What information is

needed?

Prepare for Assignment

Identify new hostAdd a Host Assignment


PeopleSoft Enterprise Identify Travel and Education Allowances


EmployeeCompany

Paid Travel

EmployeeEducational

Reimbursements

DependentCompany

Paid Travel

DependentEducational

Reimbursements

Accompanying Dependent

Identify Global Assignment Information

Identify employee's dependents who will travel

with the employeeDependent Accompanying

Complete Assignment and

Update Competencies

Identify financial assistance information for

a dependentDependent International

School

Identify supplemental earnings and deductions

Assignment Compensation

Identify additional company-paid travel

Dependent Company Paid Travel

Identify company-paid travel

Company Paid Travel

Identify employee financial assistance informationInternational School/

Program

Need to record?


PeopleSoft Enterprise Manage Absences

Line Manager




Maintain Personnel Records

Manage Leaves (USF)

Authorize and Track FMLA Leave

Define Absence Tracking and

Assign Schedules

Record Absences, Vacations,

Accruals and Entitlements

Analyze Absence Information and Identify Trends and Patterns

Measure Deployment

Effectiveness

Provide Absences to Payroll

Request and Approve Absences

and Vacations


ManagePayroll


PeopleSoft Enterprise Manage Leaves USF

Employee


Leave DonationsInternal

Leave Donations External

LeaveRequests

Yes

No

Update Leave Accruals

Update Leave Bank

GeneralLeave Summary

Information

Leave Enrollment

Leave Donations

Leave Bank Ledger

Leave Balances

Create applications

for?

Review donations made to a leave transfer program recipient

Track Leave Donation

Measure Deployment

Effectiveness

Review and adjust employee enrollment in earnings accrual

classes or manually enroll employees in accrual classes

Employee Accruals EnrollmentUpdate Leave Accrual Elections


Create an application to donate leave to the leave

transfer programVoluntary Donations

Review by effective date hours contributed to or withdraw from employees participating in the

leave bank programReview Leave Bank Ledger

Create an application to donate to leave bank or

transfer program to be used by an employee outside of

the agencyExternal Leave Donations

Review leave balances and totals for a particular employee

Leave Accruals (rpt) Using auto enrollment for leave

accruals?

Process donations and update accruals, additional pay, and

leave ledgersRequest Leave Bank/Transfers

Decide if need to?

Initiate leave accrual process balance for all employees currently enrolled in the

selected benefit planCalculate Leave Accruals

Create application to receive hours from a leave programCreate Leave Recipient App

Inquire on automatic leave enrollment history

Track Auto Leave Enrollment

Leave Admin USF reportsLeave Acceptance Notifications

Leave Bank ParticipantsLeave Denial Notifications

Leave Transfer ParticipantsLeave Bank Application/Donate

FEFFLALeave Audit SF1150

Review summary leave contributions, withdrawals, and balances by leave program type

Review Leave Program Summary

Request leave Request Leave of Absence

(USF)

Automatically enroll employees in earnings accrual classes based on the PAR or leave

program activity and the leave class rules

Request Auto Leave Enrollment

Need to review?

Applications

Accruals


PeopleSoft Enterprise Authorize and Track FMLA Leave


Employee

Record significant events that affect FMLA leaves

Request/Authorize/Track Leave

Authorize or deny FMLA requestRequest/Authorize/Track Leave

Process FMLA Leave (USF)

Measure Deployment

Effectiveness


Review FMLA reportsStatus Report

Payroll Audit ReportFMLA (USF)

Schedule FMLARequest/Authorize/Track Leave

Request time off to care for

themselves or a family member

Take requested time off from employment


PeopleSoft Enterprise Define Absence Tracking and Assign Schedules


AssignWork Schedule

(Using Time and Labor)

Assign Entitlements

Assign or Override Work Schedules

(Using Global Payroll)

Assign Entitlements

FRA

Entitlements

Prior Service AUS

Absence Typesand Takes

Absence Takes - NLD

AbsenceReasons - GBR

MonitorAbsences

Leave Plans andVacation Buy/Sell Plans

Schedules(Using

Human Resources)

Working Time DirectiveReporting

UK

Schedules(Using Time and Labor)

Vacation Plan

Holiday/Work Schedules

(Using Human Resources)

AssignWork Schedule

(Using Time and Labor)

Benefits


See model titled "Track Time and Labor" to create

work schedules

Need to define?

Assign or override a specific employee's long-term, alternate

or daily scheduleAssign Work ScheduleDaily Work Schedules

Pay Groups

Define benefits plan and programs

Benefit PlanBenefit/Deduction Program

Assign holiday and work schedules using PeopleSoft

Human ResourcesAssign Work/Holiday

Schedules

Define absence types and take parameters GBLAbsence Take Types

Absence Takes

Add and update an entitlement for a global employee

Assign Entitlements and TakesVacation Entitlm and Takes BRA

Define absence take parameters NLD

Absence Takes NLD

Note: If both PeopleSoft Time and Labor and Global Payroll are being used, a schedule may be created

and assigned only once

Create holiday and work schedules

Holiday SchedulesWork TemplatesWork Schedules

Define the payee's prior services to be used in the

calculationDefine Prior Service AUS

Assign vacation plans to employees

Vacation Plan

Define working time directive reporting parameters and default

settingsWorking Time Directive UK

Identify information used by Global Payroll for FranceDependent Information

Using Global Payroll Absence Management?

Record Absences, Vacations, Accruals

and Entitlements

Need to define?

Need to assign?

Need to assign?

See: "Plan Benefits Structure" to create vacation and leave plans and assign them to benefits programs

Define absence classes, types and specific detailsAbsence ClassesAbsence Types

Absence Parameters

Define absence reasons GBRAbsence Reasons GBR

Define absence entitlement plansAbsence Entitlement Plans CHEAbsence Entitlement Plans DEU

Define calculation rules etc. for Absence Entitlements GBL

Absence Entitlements

Map absence to Payroll

Yes

No

Track Time and Labor





PeopleSoft Enterprise Request and Approve Absences and Vacations


Employee

Line ManagerRequest

Employee Absence

Review Absence Requests

Yes

No

View absence balances and history

Absence BalancesAbsence Request History

View absence requests Absence Request History

Request absence on behalf of direct report

Absence Requests

Request time off from workAbsence Request

View absence request statusView Absence Request Detail

Manage Payroll


Is upper management's

approvalrequired?

Review absence history and entitlement balances


View absence requests from direct reports

Absence Request History

Approve absence requests from direct reports

Absence RequestsAnd/Or?

Approve absence requests

Absence Requests

View absence balances and history from direct reports



PeopleSoft Enterprise Provide Absences to Payroll




Line Manager


Request and Approve Absences

and Vacations

Provide absence information to North American Payroll

To Payroll for North America

Payroll system?

Manage Payroll


Accruals, and Entitlements

Provide absence to Payroll Interface

To Payroll Interface

Global Payroll Global Payroll

Time and LaborTime and Labor


PeopleSoft Enterprise Record Absences, Vacations, Accruals and Entitlements

Employee

Line Manager


Absence Event

Mass AbsenceRequest

Mass VacationRequests

Vacations

Maternity Leave

Vacation

IncidentalAbsence

Maternity/Parental

AbsenceFPS

Protected Absence

BEL

Leave Accruals

Vacation AccrualLeaveAccruals

Yes Absences

Absencesor leave

accruals?

Updates absencesAbsences FPS

Consolidate company workforce data - NLD

Export Company Data NLDEmployee Illness Notification NLDIllness Notification by Group NLD

Identify details of the absence, follow-up

actions and commentsCreate/Update Absence

Review leave accrual balances and totals for a

particular employee Review Accrual Balances

Leave Accrual

Track employee's first day of absence

and salary information for

WAO NLDWAO Data NLD

Record information and comments about the maternity

or parental leaveMaintain Maternity Leave (UK)Maintain Parental Leave (UK)

Maternity Leave CHEMaternity Leave DEU

Record information about the maternity or parental leave -

CHE, DEUMaintain Maternity Leave UKMaintain Parental Leave UK

Maternity Leave CHEMaternity Leave DEU

Illness/Maternity S503 Dtl ITA

Provide approval decision for vacation request

Request/Approve Vacation

Generate a massive absence event -MEX

Create Mass Absence Rqst MEX

Add and update an absence event for a global employee

Absence EventAbsence Event AUSAbsence Event BRAAbsence Event ESPAbsence Event GBRAbsence Event MEXAbsence Event NLDAbsence Event NZL

Vacation Acquis Prd-Sched BRA

Need to review or update?

Review or adjust absences or entitlements

for reduced hoursUpdate Vacation Entitlement BRA

Define Payee Data NLD

And /or?

Identify reason for vacation Capture Vacation Absence

Identify absence as protected BEL

Create Protection

Review maternity and parental leave details

Review Parental Leave by Dept UKReview Parental Leave by Emp UKInsert an absence event into the

GP Core componentEIP CI: GP BRAZIL - VACATION

ENTRY

Verify time available to request for vacation

Request/Approve Vacation

Request collective vacations - BRA Mass Vacation Programming BRA

Need to record details

for?

Record vacation details - BRAVacation Entitlm and Takes BRA

Need to update?

Adjust a payee's frequency-based

entitlementAbsences

Define Absence Tracking and

Assign Schedules

Using Global Payroll Absence Management?

Note: Payroll must be run before leave accrual balances can be calculated

Provide Absences to Payroll

Analyze Absence Information and Identify

Trends and Patterns

Initiate leave accrual process balance

Calculate Periodic Accrual

Update employees' accrual records after

payroll runAccrue Vacation

No

Request vacation


PeopleSoft Enterprise Analyze Absence Information and Identify Trends and Patterns


AbsencesCalculated

YesUsing Global

Payroll Absence Management?

Create absence reports SGPLeave Liability SGPLeave History SGP

Review all employee absences within a department and subordinate departments

Summary by Dept Tree

Create family allowance reports BRA

Family Allow. Term of Resp BRAFamily Allowance Registry BRA

Measure Deployment

Effectiveness

Create absence history reports -AUS

Leave History AUSLeave Liability AUS

Review all types of employee absences in a

graphical formatReview Absence Calendar

Review or report?

Review a list of all absences for an employee

Summary by Employee

Review all employee absences within a

departmentSummary by Department

Review and forecast absence balances

Review Absence BalancesReview Absence Balances AUS

Create absence reports NZLLeave History NZLLeave Liability NZL

Review working time for the UKWorking Time Directive

Review Dept Time DirectiveReview Employee Time Directive


Accruals and Entitlements

Create absence reports ITAPayroll Results Register ITA

Absence CUD Data ITAS503 Report ITA

Create absence reports GBRBradford Score GBR

Create absence reports MYSLeave History (MYS)Leave Liability (MYS)

Decideinfo to

review?

Decideif need to

Create absence reports NLDCreate Illness Statistics NLD

Illness Registration NLDLong-term Illnesses NLD

Create absence reports MEXAbsence History MEX

Vacations MEXVacations Summary MEX

Create absence reports GBLAbsence ListingAbsence Periods

Time Lost Due to Absence

No

Create absence reports GBLAbsence Results Register

Create absence reports USAResults Register

Calculate, Confirm, and

Distribute GBL Payroll

Review exception details, absence dates, and payment details

Review Absence Exceptions GBR


PeopleSoft Enterprise Manage Time and Labor

Line Manager

Employee





Manage Absences

Measure Deployment

Effectiveness

ManagePayroll

Distribute Time Information

Approve Time

Resolve Time Administration

Exceptions

Create Payable Time

Review and Resolve Time

Entry Exceptions

Enroll Time Reporters, Assign Schedules, and

Setup TCD

Review Schedules and Forecasts

Report to Work and Perform

Duties

Report Time

Request Overtime and Obtain Approvals

Request Absences and Approvals

Review and Adjust Time Summaries


PeopleSoft Enterprise Enroll Time Reporters, Assign Schedules and Setup TCD

Time and Labor

Administrator

Employee


No

Yes

Create Time Periods

Create or Update Groups forReporting Security

Static Groups

Dynamic Groups

Create or Update Schedules

HR Tree Security

GroupSecurity

Yes

UpdateExisting

TimeReporter

EnrollNew

Reporter

No

SetupTime

CollectionDevice(TCD)

YesProvide Employee Scheduled Time

to Time Collection Device EIP (AM): T&L Time Reporter

Schedules (Outbound)

Review compensatory plan assignments

Time Reporter StatusComp Plan History

Decide if need to?

Verify groups?

Update existing time reporter

Maintain Time Reporter Data

Provide Time Reporter Information to Time Collection Devices

EIP (AM): T&L Time Reporter Data

Review or update static groups

Time Reporters in Groups

Review dynamic group membershipTime Reporters in

Groups

Using dynamic groups?

Provide Time Collection device supervisors for overriding punch

EIP (AM): T&L Supervisors

Provide Task Element Code Values for Time Entry at the Time

Collection device, EIP (AM): T&L TASK ELEMENT

CODE VALUES

Provide Task Templates for Time Entry at the Time Collection device EIP (AM): T&L TASK TEMPLATES

Create dynamic groups

Dynamic Group

Decide if using...

Apply security using?

Assign security using HR Tree

Provide Override Information for reporting time at a Time Collection

device, EIP (AM): T&L Reporting Elements

Send Time & Labor setup data to TCD

Send Setup to TCD

Provide Payable Time Totals to Time Collection devices

EIP (AM): T&L Payable Time Totals by TRC

Create or update schedulesSchedule Group

ShiftsWorkdaysDefinitions

Schedules to be Validated

Retrieve employee data from PeopleSoft Human Resources

to be used for automatic schedule assignment

EIP (AM): Workforce Data

Enroll time reporter in compensatory plan

Comp Plan Enrollment

Create static groups

Static Group

Provide TRC Information for Reporting Elapsed Time at the

Time Collection deviceEIP (AM): T&L TRC

INFORMATION

Refresh dynamic group membershipRefresh Dynamic

GroupProvide Punch Restriction Profiles

to a Time Collection device EIP (AM): T&L TIME REPORTER PUNCH RESTRICTION RULES

Apply overrides?

Update dynamic group membershipRefresh Dynamic

Group

Assign time reporter's long term scheduleAssign Schedule to

GroupAssign Work ScheduleScheduled Hours (Rpt)

Associate security using groups

TL Permission List Security

Enroll new time reporter

Create Time Reporter Data

Decide if need to?

Create time periodsDaily

WeeklyMonthly

RepeatingComplex

Build Time Period CalendarView Time Period Calendar


Create orupdate calendars,

groups or security?

Review Schedules and Forecasts

Apply override rules to time

reporterOverride Rules

Provide Task Profiles for time entry at the Time Collection device

EIP (AM): T&L TASK PROFILES

No


PeopleSoft Enterprise Review Schedules and Forecasts

Line Manager

Employee

Time and Labor

EmployeeWork

Schedule

Time Forecasts

EmployeeWork

Schedule

EmployeeWork

Schedule

Time Forecasts

Time Management

Calendars

OverrideSchedule

AssignSchedule

Review forecast timeForecasted Time Summary

Time and Labor Launch PadForecasted Time Detail

Review work schedule by day

Monthly Schedule

Decide ifneed to?

View work schedules using mobile device

Override employee's schedule for one or many employees for one or many days

Manage Schedules

Review time detailForecasted Time Detail

Time and Labor Launch Pad

Assign time reporter's long-term schedule

Assign Work Schedule

Review time management Calendars

Monthly Time CalendarWeekly Time CalendarDaily Time Calendar

Need to review?

Review time forecastsForecasted Time Summary

Time and Labor Launch Pad

Enroll Time Reporters and

Assign Schedules

Review employee work schedule

Manage SchedulesManage Schedule Options

Need to review?

Continue

Provide scheduling feedback


Duties


PeopleSoft Enterprise Report Time

Employee

Time and Labor

Administrator

Line Manager


ReportTime

ReportOnline

Provide toManager

Time Collection Device

Report Using Mobile Client

Load Absences from

Global Payroll

Report Using Date Ranges

Report Using Date Ranges

Report Overtime(CHE/MEX)

Report UsingExpenses Mobile

Client

Report timeMass Time

Manually record reported timeRapid Time

Retrieve absence events and scheduling changes from PeopleSoft Global Payroll

Retrieve Absences GP Payroll

Request Absences and Approvals

Decide if need to?

Report elapsed time time or adjust prior period entries

Submit time reporting

information


Entry Exceptions

View reported time that has not been submitted


Duties

Report Mass Time using data ranges

Mass Time

Retrieve time reporter data from collection devicesService: T&L Time Reporter Elapsed Time; EIP

(AM):ELAPSED_TIME_ADD Service: T&L Time Reporter Punch Time; EIP

(AM): PUNCHED_TIME_ADD

Time reporting method?

Insert multiple rows into Positive Input

EIP (CI): GP MEXICO -OVERTIME DATA ENTRY

Report time by Time ReporterTimesheet

Create Payable Time

Integration with Global Payroll: A batch process prompts

PeopleSoft Global Payroll to provide absence data to

PeopleSoft Time and Labor

Report Time OnlineWeb ClockTimesheet

Report or modify employee overtime informationEnter Overtime CHEEnter Overtime MEX

Request Overtime and Obtain Approvals

Receive mobile time entries from PeopleSoft Expenses

Service: T&L Labor Time Rep Elapsed TimeEIP (AM): ELAPSED_TIME_ADD

Manage Absences

Approvals required?

Approve timeMass Time Timesheet

Yes

No

Prepare and Submit Expenses

Prepare and Submit Expenses

Calculate, Confirm, and Provide Payroll using

PeopleSoft Global Payroll


PeopleSoft Enterprise Request Overtime and Obtain Approvals

Line Manager

EmployeeYes

No

Yes

NoView the status of a request for overtime

View Overtime Request

Need to request overtime in advance?

Request OvertimeOvertime Requests

Request Overtime AddRequest Overtime List

Report Time


Duties

View overtime CHEView Overtime CHE

(hidden)

Reporting for CHE?

Approve OvertimeOvertime RequestsApprove Overtime

View Overtime balancesOvertime Balances

Report overtime online CHE

Request Overtime CHE

See model titled "Calculate, Confirm, and Provide Payroll using PeopleSoft Global Payroll" to transfer self service

overtime entries into PeopleSoft Global Payroll

View submitted TO approval status

View Overtime CHE

View overtime requestsOvertime Requests


PeopleSoft Enterprise Request Absences and Approvals

Line Manager

Employee


Duties

Report Time

Request absenceAbsence Request

Record absencesAbsence Request

Review absence balances and history


Review absencesAbsence Request History

Absence Balances


PeopleSoft Enterprise Review and Resolve Time Entry Exceptions

Time and Labor

Administrator

Line Manager

Employee

Rapid Time Reporting

TCD Reporting

Correct Time Reported

Make Changes to Setup Data



Yes

Correct time reportedTimesheet

No

Review time entry exceptionsExceptions

ReportTime

System detected

exceptions?

Decide if need to?

Review and resolve exceptionsRapid Time

Create Payable Time

Review exceptions for?

Review and correct TCD errors

Review TCD ErrorsCorrect Punched Time ErrorsCorrect Elapsed Time Errors

Make changes to setup data

Retain or delete resolved exception history (cleanup)

Exceptions

Review Rapid Time exceptionsExceptions

Exceptions History

Decide if need to?

Review and resolve exceptions online

Exceptions



PeopleSoft Enterprise Create Payable Time

Time and Labor

Administrator

Line Manager

Employee


Entry Exceptions

Report Time

Submit all rapid time

Submit All Rapid Time

Forecast payable time

Request Time Administration

Build rule map and identify period of

interestRequest Time Administration

Finalize payable time for distribution

and reviewRequest Time Administration


Exceptions


Create intermediate payable time


Update task profiles and apply

rounding rulesRequest Time Administration

Decide if need to?

Select time reporters and combine into

batchesRequest Time Administration

Calculate gross amounts


Perform validations and calculate gross

amountsRequest Time Administration

Apply rules to TRC and task dataRequest Time Administration

Build time reporter profile


Track attendance


Review reported time that did not get to Payable

TimeUnprocessed

Reported Time


PeopleSoft Enterprise Resolve Time Administration Exceptions

Time and Labor

Administrator

Line Manager





Decide if satisfied?

Review and correct time reported errors

Timesheet

Decide if need to?

ApproveTime

Review exceptionsExceptions

Retain or delete resolved exception history (cleanup)

Exceptions

Review Rapid Time exceptionsExceptions

Exceptions History


Correct Rapid Time reported

Rapid Time

Decide if need to?

Decide if satisfied?

Create Payable Time

NoMake changes to setup data

Yes

Yes

No


PeopleSoft Enterprise Approve Time

Line Manager

Time and Labor

Administrator

Yes

No

Yes

Self-Service

Approve reported timeReported Time


Approve timePayable Time

Approve time by batchRequest Batch

Approval Process

Approval?

No

Approvalmethod?

Edit reported time?


ExceptionsReport Time

Approve payable timePayable Time


PeopleSoft Enterprise Distribute Time Information


Time and Labor

Administrator

Line Manager

Estimated Labor Costs to

Projects

Payable Time to NA Payroll

Payable Time to Global Payroll

Actuals to Projects(Not Payroll)

"Closed" Actuals to Projects

without LaborDistribution

Note: If your version of PeopleSoft Projects uses XML to transmit data, estimated payable time is published automatically in response to a request message from PeopleSoft Projects

Note: Providing Payable Time actuals to PeopleSoft Projects

when not provided to Payroll requires payable

time to be approved

Manage Payroll

Send estimated payable time to

ProjectsPublish Estimated

Payable Time

Send Estimated Costs to Projects or Other Systems

Service: T&L Estimated TimeEIP s(AM): ESTIMATED_TIME_BATCH ADD;

FORECASTED_TIME_BATCH_ADD

Send Actuals to Projects with labor distributionService: T&L Actual Time

EIPs (AM): ACTUAL_TIME_BATCH _ADD

Receive payroll costs from North American Payroll System and trigger labor

distribution and dilutionIntegration (AE): Extract TL Costs

Send "closed" payable time to Projects as actual costs

Publish Actual Payable Time

Create Payable Time

Send Actual Costs to Projects Systems once payable time has been approved

Service: T&L Actual TimeEIPs (AM): ACTUAL_TIME_ADD;

ACTUAL_TIME_BATCH _ADD

Send payable time to North American Payroll System

Integration (COBOL): Load Time and Labor

Receive request to provide estimated labor cost

Service: Estimate and Forecast Time RequestEIP (AM):

ESTIMATE_FORECAST_TIME_REQUEST

Review and Adjust Time Summaries

Approve Time*

Receive payroll costs from Global Payroll System and trigger labor distribution and

dilutionIntegration (AE): Time and Labor

Send payable time to Global Payroll SystemIntegration (COBOL): Process Payroll/

Absence

Need to provide? Review Payable Time that did not get to Payroll or was

rejected by PayrollUnprocessed Payable Time


PeopleSoft Enterprise Review and Adjust Time Summaries

Line Manager


Time and Labor

Administrator

Employee

Attendance

Comp Time

Status

ProcessingInformation

Time Cards

Time Information

Audit

Payable Time Adjusted

ManagerSelf-Service Info

EmployeeSelf-Service Info

Yes

No

Review attendance information

Attendance HistoryAttendance Actions

Review time administration processing data

Time Administration StatisticsArchived Batches

Archived Rule MapsUnprocessed Reported TimeUnprocessed Payable Time

Need to Adjust?

Review statusTime Reporter Status

Payable Status

Manage Projects

Audit time informationReported Time Audit

Review timecardsTimeCard

Measure Deployment

Effectiveness

End

Provide cost information when a change to payable time

impacts project costsEIP (AM): T&L Actual Time

Review time summaries for direct reportsPayable Time Summary

Payable Time DetailCompensatory Time

Accumulators Overtime Balances

Time and Labor Launch PadMonthly Time CalendarWeekly Time CalendarDaily Time Calendar

Adjust payable time

Adjust Paid Time

Distribute Time Information Review?

Review compensatory timeCompensatory Time

Review time summaries for employees

Payable Time SummaryPayable Time DetailCompensatory Time


PeopleSoft Enterprise Manage Payroll

Payroll Interface

Administrator

Global Payroll Administrator




Send Employee Data to External Payroll System



Calculate, Confirm and Distribute GBL

Payroll

Create Payroll Regulatory and Tax Reporting

Information

Provide Employee Individual

Retirement Information to

OPM

Create GBL Employee Payroll

Information

Create US Federal Payroll Information

Calculate, Confirm and Provide

Payroll

Reconcile and Distribute Payroll

Information

Create Payroll Information

Calculate, Confirm and Provide US Federal Payroll

Manage Absences

Create US Federal Payroll Regulatory and Tax Reporting

Information

Reconcile and Distribute US

Federal Payroll Information

Create GBL Payroll Regulatory Reporting and Tax

Information

Measure Deployment

Effectiveness


PeopleSoft Enterprise Create Employee Payroll Information using PeopleSoft Payroll for North America

Employee



Tips

Review employee tip records and status

Review Allocation by EmployeeAllocation by Employee Report

Employee Receipt RptReview Allctns by

EstablishmentAllctn by Establishment Report

Review Allocation Status

Update tax withholding informationW-4 Tax Information

W-4 Tax Information USA

Send employee direct deposit information to PeopleSoft Expenses

EIP (AM): DIRECT_DEPOSIT_FULLSYNC;

DIRECT_DEPOSIT_SYNC

Request W-2 reissueW-2 Reissue Request

W-2 Reissue Request USA


Payroll

Add or update your voluntary deductions Voluntary Deductions

Create employee deductionsOverride Benefits Deductions

Create GarnishmentsReview Garnishments

Create General Deductions Override General DeductionsReview U.S. Savings Bonds

Purchase U.S. Savings BondsRequest Direct Deposit

Purchase Canada Savings Bonds (CAN) Override Benefits Deductions (CAN)

Create Garnishments (CAN) Review Garnishments (CAN)

Create General Deductions (CAN)Override General Deductions (CAN)

Request Direct Deposit (CAN)

Update payroll options and/or create additional pay

Update Payroll Options Create Additional Pay

Update Payroll Options (CAN) Create Additional Pay (CAN)

Calculate and approve tip allocations and create

balances reportCalculate/Approve AllocationBalance Verification Report

Send employee direct deposit information to PeopleSoft

ExpensesEIP (AM):

DIRECT_DEPOSIT_FULLSYNC;DIRECT_DEPOSIT_SYNC

Record federal, state and local tax data and create reports

Default Tax Data Report Default Tax Data USA

Employee Tax Information Rpt Employee Tax Information USA

W-4 Exemptions ReportW-4 ExemptionW-4 IRS Report

W-4 IRSW-4 Audit Report

W-4 Audit Update Employee Tax Data

Update Tax Distribution W-4/W-5 DBAG Processing

Reset W-4 Exempt ListDetermine W-5 EligibilityReset W-5 Exempt List

Create or update direct deposit information Direct Deposit

Info?

Manage Absences

Maintain Employee

Data

Identify tip gross receipt information

Update Employee Gross Receipts

Update company allocated tip balances

Update Allocation Balances

Default Tax Data Report (CAN) Default Tax Data CAN

Employee Tax Information Rpt (CAN)Employee Tax Information CAN

Exemption Report (CAN) Exemption CAN

Update Employee Tax Data (CAN) Update Tax Distribution (CAN)

Initiate mass employee updates of tax data

Create Mass Tax Data UpdatesUpdate Two-Tier Suppl Data

Update consent to receiving tax information electronically

T4/T4A ConsentW-2/W-2c Consent


PeopleSoft Enterprise Calculate, Confirm, and Provide Payrollusing PeopleSoft Payroll for North America

Employee



No

Yes Yes

On-Cycle

Print EarningsDistribution

Adjust Paysheets

No

Yes

Yes

No

Manual Check

Final

Off-Cycle

Automatically

Manually

Confirm and Print

Delete

Reverse and Confirm

RequestCheck

CreatePaysheet

Direct Deposit

Printed Check

Manual Check

Yes

No

Employee Pay Understated

Employee Pay Overstated

Reverse

Adjust

Paycheck

Yes

Single Paycheck forIndividual Employee

Yes

No

Yes

Pay Run

Online

Balances

Yes

No Errors

Yes

Adjust Paysheets

Save and Print with Off-Cycle

Pay Run

No

Yes

No

No

No

Create or update paysheets and calculate

Create Online CheckOnline Paysheet

Create Online Cheque (CAN)

Online Paysheet (CAN)

Create pay calculations for underpayment

Calculate Pay Calculate Pay (CAN)

Review and update actualsReview Actuals Distribution

Update Contract Pay ActualsReview Actuals Distribution

(CAN)Update Contract Pay Actuals

(CAN)

Integration: Time and Labor Interface retrieves and consolidates payable time information for selected time

reporters and sends cross reference numbers back to TL

Review online pay calculation results

View/Print Online CheckView/Print Online Cheque

(CAN)

Create Retroactive (Retro) Payroll

Create and review paysheet and paylineRequest Final Check

Request Final Cheque (CAN)

Adjust?

Review payroll error messages Review Payroll Error MessagesPayroll Error Message Report

Review Payroll Error Messages (CAN)

Payroll Error Message Report (CAN)

Adjust Paycheck

Review and update or override paysheets

By Paysheet By Add Balance Page

By Paysheet (CAN)By Add Balance Page

(CAN)

Load time reporter payable time from Time and Labor

Load Time and LaborLoad Time and Labor

(CAN)

Record hours and amounts from Rapid Entry

Create Rapid Entry PaysheetsCreate Rapid Entry Paysheets

(CAN)

Apply payment request informationLoad Paysheet Transactions

Paysheet Transactions Report Create Contract Additional Pay

Load Paysheet Transactions (CAN)Paysheet Transactions Report (CAN)Create Contract Additional Pay (CAN)

Review retro pay processing messages Retro Pay Messages

Retro Pay Calculations

Review and adjust garnishment balances and

create reportGarnishments

Garnishment Prorations

Print pre-note memos

Prenote Memo

Correct calculation

errors?

Create final check reports and review results

Final Check Reconcile Report Final Check Requests Report

Final Cheque Reconcile Report (CAN)

Final Cheque Requests Report (CAN)

Create replacement checks

Reprint Checks Reprint Cheques

(CAN)

Receive request for payment of employee expense advances and reimbursements and

acknowledgeEIPs (AM): PAYMENT_EXPENSES_REQUEST

PAYMENT_EXPENSES_ACKNOWLEDGE

Review summary of retro pay requests

Pay Summary Pay All Calculated (rpt)

Retro Pay Interest Limit Rpt

Note: Final check paysheets, either on-cycle or off-cycle, can only be created for existing final check requests.

Provide pre-notification Prenotification Report

Create final check paysheets Create Final Check Paysheet

Create Final Cheque Paysheet (CAN)

Create Manual Checks

Receive request for Payment on a Variable Compensation Award

EIP (AM):VAR_COMP_PAYMENT_REQUEST

Create final check paysheets online

Request Final Check Request Final Cheque

(CAN)

Adjust imputed incomeCalculate Adjustments

Adjustment Report

Create paysheet's method?

Delete check informationView/Print Online Check

View/Print Online Cheque (CAN)

Print checksPrint Checks

Create Paychecks PDFPrint Cheques (CAN)

Create Paycheques PDF

Review pay calculation or confirmation results

Deduction Register Payroll Register

Cost Center Other Earnings Register

Deductions in Arrears Deductions Not Taken

Bond Purchases Bond-Federal Reserve

Payroll Summary Employer Benefit Contributions

Garnishment Prorations Employees Not Processed Report

Canada Payroll Savings File (CAN) Deduction Register (CAN)

Payroll Register (CAN)Cost Center (CAN)

Other Earnings Register (CAN) Deductions in Arrears (CAN) Deductions Not Taken (CAN)

Payroll Summary (CAN)Employer Benefit Contributions (CAN)

Statistics-Non-Educ Institute (CAN)Overtime Bank (CAN)

Business Payrolls Survey File (CAN) Statistics-Education Institute (CAN)

Canada Savings Bond Purchases (CAN) Employees Not Processed Report (CAN)

Create on or off-cycle pay

calculationsCalculate PayCalculate Pay

(CAN) Ready to confirm

Calculate pay for adjustment

Calculate PayCalculate Pay (CAN)

Needto unsheet?

Reverse retro pay process and change status

Change Retro Request Status

Advise Expenses of info that has been accepted or rejected

EIP

Errors?

Receive request for payment of employee referral program awards and acknowledge receipt

EIPs (AM):PAYMENT_ERECRUIT_REQUEST;PAYMENT_ERECRUIT_ACKNOWLEDGE

Request final checkRequest Final Check

Request Final Cheque (CAN)

Perform pre sheet auditPresheet Audit Report Presheet Audit Report

(CAN)

Adjust employee balances1042 Taxes

PrePays Arrears

Balance Adjustment Report Check Year-to-Date

DeductionsEarnings

Garnishments Special Accumulators

Taxes PrePays (CAN)

Balance Adjustment Report (CAN)

Arrears (CAN) Cheque Year-To-Date (CAN)

Deductions (CAN)Earnings (CAN)

Special Accumulators (CAN) Taxes (CAN)

Garnishments (CAN) ROE (CAN)

From: "Track Employee Absences, Leaves and

Vacations" receive absence calculations

Format information and print direct deposit file

Print Advice FormsCreate Advice PDF FormsPrint Advice Forms (CAN)Create Advice PDF Forms

Decide if employee

pay was under or over stated

Create Single Paycheck for Immediate Payment

Create paysheets

Reverse pay confirmation Reverse Pay ConfirmationReverse Pay Confirmation

(CAN)

Receive sales commission information for payout

EIP

Needfinal checkpaysheets?

Create Payroll Information

Load retro pay data to paysheets

Add Results to Paysheets

Review payroll supporting documentationView PaycheckDirect Deposit

Voluntary Deductions

Advise Variable Compensation of awards that have been accepted or rejected

EIP (AM):VAR_COMP_PAYMENT_ACKNOWLEDGE

End Process

Make adjustments to paysheetsBy Paysheet

By Add Balance PageBy Payline

By Payline Security By Payline Earnings

By Payline Earnings SecurityBy Paysheet Earns Short Form

By Paysheet (CAN) By Add Balance Page (CAN)

By Payline (CAN)By Payline Security (CAN) By Payline Earnings (CAN)

By Payline Earnings Security (CAN)By Paysheet Earns Short Form

(CAN)

Create payback?

Retrieve Time Reporter Information

Confirm and printView/Print Online Check

View/Print Online Cheque (CAN)

Create paysheets by pay calendar

Create PaysheetsReview Pay Calendars

Create Paysheets (CAN)Review Pay Calendars

(CAN)

Calculate earnings deductions, taxes,

and net payCalculate PayCalculate Pay

(CAN)

Validate variable compensation award dataValidate Variable Comp

Awards (NA)

Review TL load history Review Time and Labor LoadReview Time and Labor Load

(CAN)


Information

Need to create retro

pay?

Decide if need to..

Create Final Check

Reverse paycheckReverse/Adjust Paychecks

Reverse/Adjust Paycheques (CAN)

Create direct deposit fileCreate Direct Deposit FileCreate Direct Deposit File

(CAN)

Calculate employer taxes and deductions


Decide if need to reverse

pay confirm

Review check register and reconciliation reports

Check RegisterEmployee Check Info Report

Cheque Register (CAN)Employee Cheque Info Report

(CAN)

HR Helpdesk

Confirm payConfirm PayConfirm Pay

(CAN)

Review employee balancesPrePays

1042 Taxes Arrears

Check Year-to-Date Deductions Earnings


Taxes Employee Earnings Snapshot Rpt Employee Earnings Record Rpt

PrePays (CAN)Arrears (CAN)

Cheque Year-to-Date (CAN) Deductions (CAN) Earnings (CAN)

Special Accumulators (CAN) Taxes (CAN)

Garnishments (CAN) ROE (CAN)

Employee Earnings Snapshot Rpt (CAN)

Employee Earnings Record Rpt (CAN)

Calculate retro pay and review results

Calculate Retroactive Pay Update Retro Pay Calc Results

Create direct deposit advice registersAdvice Register

Advice Register (CAN)

Payroll type?

Create online check data using automated process

Create Online CheckOnline Paysheet

Create Online Cheque (CAN)

Online Paysheet (CAN)

Receive Payment Requests

Create paysheet for final check

Create Final Check Paysheets

Create Final Cheque Paysheets (CAN)

Decideif reprinted

checksneeded

Review and update payline by employee

By PaylineBy Payline (CAN)

Add new paysheet page and payline

By PaysheetBy Paysheet (CAN)

Confirm pay for adjustment

Confirm Pay Confirm Pay

(CAN)

Confirm pay for manual checkConfirm PayConfirm Pay

(CAN)

Adjust Payroll Balances

Verify that wages were overstated

Review Payroll Error Messages Payroll Error Message Report

Review Payroll Error Messages (CAN)

Payroll Error Message Report (CAN)

Decideif need to...

Record adjustment on paysheetBy Paysheet

By Paysheet (CAN)

Review reversal results

Review Paycheck Review Paycheque

(CAN)

Create and Distribute Payments

Calculate final earnings deductions

and taxesCalculate Pay

Calculate Pay (CAN)

Create mass retro pay request and review summary

Process Mass Retroactive Pay Retro Pay Request Summary

Need corrections?

Decide method of payment

distribution

Type of adjustment?

Perform pre confirmation audit

Preconfirm Audit Report Preconfirm Audit Report

(CAN)

Need to inquire?

Review and reverse original check and create off-cycle

paysheetReview Paycheck Summary

Review FLSA Pay Data Reverse/Adjust Paychecks

Review Paycheque Summary (CAN)

Review ROE Insurable Earnings (CAN)

Reverse/Adjust Paycheques (CAN)

Perform pre-calculation audit

Precalculation Audit Report Precalculation Audit Report

(CAN)

Reverse and confirm reversal

View/Print Online Check View/Print Online Cheque

(CAN)

Add new paysheet and paylineBy Paysheet

By Paysheet (CAN)

Record adjustment on paysheetBy Paysheet

By Paysheet (CAN)

Confirm check reversal

Confirm Pay Confirm Pay

(CAN)

Junction

Method?

Request process to unsheet

Pay UnsheetPay Unsheet (CAN)

Print paysheetsPrint PaysheetsPrint Paysheets

(CAN)

Delete obsolete balances

Delete Balances Delete Balances (CAN)

Print paysheet earnings distribution

Print Paysheet Earnings DistPrint Paysheet Earnings Dist

(CAN)

Recreate retro pay?

Advise Sales Incentive Management of payout info that has been accepted or rejected

EIP

Review

Payslip Summary

Review and update payline earnings By Payline SecurityBy Payline Earnings


By Payline Security (CAN) By Payline Earnings (CAN)

By Payline Earnings Security (CAN)By Paysheet Earns Short Form (CAN)

Decide if need to adjust

or reverse

Review direct deposits by company

Direct Deposit RegisterDirect Deposit Register

(CAN)

Review and delete duplicate pay requests

Delete Retro Pay Requests

Create Paysheets

No

Calculate Pay

Confirm Pay

Calculate pay for adjustment


Confirm pay for final check

Confirm PayConfirm Pay (CAN)

Print checksPrint Checks

Create Paychecks PDF Print Cheques (CAN)

Create Paycheques PDF


Garnishments

Employee Balances

ObsoleteBalances

Imputed Income

Manage Absences

Create check for employeeCreate Slf Srvc Manual Cheques

Create Paycheques PDFCreate Slf Srvc Manual Cheques (CAN)

Create Paycheques PDF (CAN)

Create EFT file for direct deposit of child

support paymentsChild Support - EFT

Yes

No

Review pay calculation or confirmation

results


results

Review and verify printed

checks

Advise HR Helpdesk of

discrepancy, if needed

Distribute paychecks

Distribute advice

information


PeopleSoft Enterprise Reconcile and Distribute Payroll Informationusing PeopleSoft Payroll for North America



Non- Commit to NA

StateTax

FederalTax

CanadianTaxes

Provide Payroll Information to the General Ledger

(Commitment Accounting)

Time and Labor Costs

Payroll CompletionInformation

Recruiting PaymentNotification

Payment Verification for Expenses

Audit

By Vendor

By Voucher

Prepare Payroll Information for the GL -

Non-Commit Acct

Create and DistributePayroll Savings

Deductions - Canada

Prepare Distribution Information

ActualsDist with TL

ActualsDist Yes

Provide Payroll Information to

Statistics Canada

No

Reconcile Check Information with Bank Records

BPS Summary and File Created

CPS File Created

Cost Center

Non-Commit for GL

Non-Commit for SAP

Pay Types

Provide Payroll Info to Accounts

Payable

Vendor

Sales Incentive

Variable Comp Payment Notification

Reconcile payroll checks with bank records

Request Reconciliation Request Reconciliation (CAN)

Create payroll transactions for non-commitment accounting for GL

Non-Commit Posting for GL

Create recruiting referral program award payment notification

Notify Recruiting of Payments

Create actuals distribution Distribute Actuals

Distribute Actuals (CAN)

Review vendor listing AP Vendor Listing

Create pay typesPay Type

Pay Type CAN

Extract?

Review budget actualsReview Budget Actuals (NA)

Review Budget Actuals (CAN)

Create Variable Comp Award payment notification

Notify Var Comp of Payments


Payroll

Create cost center informationCost Center

Cost Center CAN

Create Canada Payroll Savings (CPS) organization ID

Canada Payroll Savings Org ID CAN

Send a verification of payment to PeopleSoft Sales Incentive

ManagementEIP

Update retro distribution information

Update Actuals Distribution Update Actuals Distribution

(CAN)

Review?

Create retro distribution reportRetro Distribution Audit Rpt Retro Distribution Audit Rpt

(CAN)

Send a verification of payment to Variable Compensation


Decidewhat is needed

Prepare distribution informationPredistribution Audit ReportPredistribution Audit Report

(CAN)

Update or review distribution?

Create payment notification to expenses

Notify Expenses of Payments (NA)

Create and review GL distribution summary

GL Distribution SummaryReview Payroll Distribution

GL Distribution Summary CANReview Payroll Distribution

(CAN)Decidetype...

Extract time and labor costsExtract Time and Labor Costs

Extract U.S. Federal tax information

Extract U.S. Federal Taxes (NA)

Create reconciliation reportReconciliation Report

Reconciliation Report (CAN)

Create match exception report

Reconciliation ReportReconciliation Report (CAN)

Create accounting lines - actualsCommitment Accounting Actuals

(NA)

Review.?

Create payroll accounting transactions for non-commitment

accountingNon-Commit Accounting Info (NA)

Non-Commit Reset Processing (NA)Payroll Error Messages

Provide Payroll Information to Statistics Canada

End

Extract U.S. State tax information

Extract U.S. State Taxes (NA)

Provide Information to the General Ledger

Local Tax

Review retro distribution information

Review Retro DistributionReview Retro Distribution

(CAN)

Provide Payroll Completion Information

Extract Canadian tax information

Extract Canadian Taxes (CAN)

Send vouchers to APSend Vouchers to AP

Reconcile Check Records with Bank Records

Create and Distribute Payroll Savings Deductions - Canada

Send payroll accounting transactions to the PeopleSoft General Ledger

EIPs (AM) : PAYROLL_ACCTG_TRANSACTION;

PAYROLL_DEDUCTION_REQUESTM;PAYROLL_DISBURSEMENT

Create CPS file for transmission to Bank of Canada

Canada Payroll Savings File (CAN)


Information

Run GL Interface to identify expense accounts

Review and update proposed payments by voucher

Review AP Extract-Headers

Prepare Information for the General Ledger

Create business activities defined by Statistics

CanadaActivity Table (CAN)

Review suspense account information

Review Suspense ComboCode DistReview Suspense ComboCode Dist

(CAN)




Send a verification of payment to PeopleSoft Expenses

EIP (AM): PAYMENT_EXPENSES_ISSUE

Create actuals distribution with time and labor

Distribute Actuals/Extract TLDistribute Actuals/Extract TL

(CAN)

Send tax, garnishment, and voluntary deduction withholding information to

PeopleSoft Payables for paymentEIP (AM): VOUCHER_BUILD

Create report for earnings, deductions, and tax distributions

Gross and Fringe

Specify parameters for EDR file transmission

Canada Payroll Savings Table CAN

Create GL interface reportsHR Accounting Line (NA)Populate Chartkey Values

Non-TaxDeductions

Create BPS summary report and EDR file for transmissionBusiness Payrolls Survey File

(CAN)

Create accounting lines -encumbrances

Encumbrances (NA)Encumbrance Message (NA)

Create sales incentive notificationNotify SIM of Payments

Export the Time and Labor costs from Payroll for North America into Time and Labor

Integration (AE): Extract Time and Labor Costs

Send a verification of payment to eRecruitEIP (AM):

PAYMENT_ERECRUIT_ISSUED

Review and update proposed payments by vendor

Review AP Extract-Lines

Define Business Payroll Survey (BPS)

Reporting Unit Table (CAN)

Create?

Create/Provide?

Create?

Report budget definitions and amounts

Load Gross/Fringe Data

Extract U.S. Local tax information

Extract U.S. Local Taxes (NA)

Review results of check reprint process

Review Dead ChecksReview Dead Cheques (CAN)

Create AP Extract Audit report AP Extract Audit Report

Provide Voucher, Tax and Deduction Information to Accounts Payable

Create payroll transactions for non-commitment accounting for SAP

Non-Commit Rev/Repost for SAP

Review actuals distributionReview Actuals Distribution

Review Actuals Distribution (CAN)Review Actuals Dist Summary

Review Actuals Dist Summary (CAN)

Extract non-tax deductionsExtract Non-Tax Deductions

(NA)

Adjust previously distributed pay?

Create check reconciliation

report

Print fiscal year budget definitions and amounts

Fiscal Year Budget Report (NA)Fiscal Year Budget Report (CAN)

Create retro distribution informationProcess Direct Retro Dist

Process Direct Retro Dist (CAN)Review Retro Distribution MsgsReview Distribution Msgs (CAN)

Identify participating companies and contacts

Business Information (CAN)


Create grants report on certified time and effort for selected pay run

Time/Effort Certification Rpt

Prepare payroll distribution data for AP extract

Distribute Payroll Data for APDistribute Payroll Data for AP

(CAN)

Review payroll distribution to APReview Payroll DistributionReview Payroll Distribution

(CAN)


PeopleSoft Enterprise Create Payroll Regulatory Reporting and Tax Informationusing PeopleSoft Payroll for North America


Employee


Pay Period ReportsUSA

Quarterly Tax Reporting Information

USA

Year End Tax Reporting Information

USA

Pay Period ReportsCAN

Create Record of Employment (ROE) Canada


CAN

Automatically

Manually

T4 Reporting Information

T4A ReportingInformation

RL-1 Reporting Information

RL-2 Reporting Information

Apply Year End Adjustments to

Closed Pay Period

Update Tax ReportingForms and Definitions

No

Yes

Create AnnualTax Reports

Periodic Payment ReportsCAN

Create annual tax reportsEmployer Contribution to CNT

El RebateNW Territories Payroll Tax

Nunavut Payroll Tax

Create periodic payment reports CAN

Workers Comp Assessments

Update tax reporting forms and definitions CAN

Tax Form DefinitionsTax Reporting Parameters

T4,T4A Mag Media ParametersRL Mag Media Parameters

T4 Reporting DefinitionsRL Slip Numbers

Tax Form Definitions (rpt)Tax Form Footnotes (rpt)

Year End Form TextTax Form XMLP OptionsYear End Form Options

Create?

Create ROE data record summaryROE Summary Report (CAN)

Create FUTA reconciliationFUTA Wage Reconciliation Rpt


Information

Amend, cancel and reissue year-end slips

Amend/Cancel Year-End SlipsAmend/Cancel Slip Audit

Amend/Cancel YE Slip SummaryDelete Void Year-End Slips

Create W-2 reporting informationCreate W-2PR Diskette-SSACreate W-2PR Fed Tape File

Create W-2PR Print FileState W-2PR Tape Audit Report

W-2PR Data Audit ReportW-2PR Data Record Load

W-2PR Record Error ReportError Listing

Review and resolve ROE exceptions

ROE Exceptions Report (CAN)Create ROEs manually

Update ROE Data (CAN)


Audit, correct, and load employee data and balances CAN

Year-to-Date EditsYear-End Personal Data Audit

Load Year-End SlipsLoad Selective Year-End Slips

Year-End Errors T4,T4A,RL-1,RL-2 Audit

Review/Update Slip InformationDefault Tax Data Report

Exemption ReportReview T4/T4A Consent Status Reset T4/T4A Consent Status

Year-End Consent Status Report

Create T4A reporting informationCreate T4/T4A Mag Media File

Print T4A SlipsT4/T4A Mag Media Audit ASCII

T4A Summary/Segment RptCreate T4A PDF Slips

Create 1042 reporting informationForm 1042 Data SummaryDefine 1042-S Parameters

Create 1042-S

Adjustment closed pay periodOpen/Close Pay Calendar

Create?

Decide how to create?

Review or update ROE details

Update ROE Data (CAN)

Junction

Need to create?

Create quarterly tax reporting information USA

Tax Reporting ParametersMMREF ParametersTax Balance Audit

Create Magnetic Media AK-IDCreate Magnetic Media IL-NCCreate Magnetic Media ND-SCCreate Magnetic Media SD-WY

Employee Count Multiple Worksite

State Tax Summary State Wage Listing ReportState Unemployment Tax

Federal Tax Summary

Apply year end adjustments to closed pay period

Open/Close Pay Calendar (CAN)

Create 1099R reporting informationForm 1099-R Audit Report

Create 1099-RForm 1096 Report

Update tax reporting forms and definitions

Tax Form DefinitionsTax Form Print ParametersTax Reporting Parameters

W-2 Company DataMMREF ParametersTax Form Definition

Tax Form Print Parameters Year End Form Text

Tax Form XMLP OptionsYear End Form Options

Create RL-2 reporting informationCreate RL-2 Mag Media File

Print RL-2 SlipsRL-2 Magnetic Media Audit

RL-2 Summary Report

Print ROE information on formPrint ROEs (CAN)

Create year end forms and W-2 adjustments

Review/Update Year End DataReview Year End Data CombinedW-2/W-2PR Summary Prior 2001

View W-2/W-2c FormsCreate W-2c US/TerritoriesCreate W-2cPR Puerto Rico

Create W-2c Prior 2001W-2c Audit US/TerritoriesW-2cPR Audit Puerto Rico Print W-2c US/Territories Print W-2c Puerto RicoPrint Forms Prior 2001

W-2c Data Audit Prior 2001W-2c Audit US (MMREF)

Puerto Rico Audit (MMREF)Create W-2c US (MMREF)

Update and verify slip information CAN

Year-to-Date EditsYear-End Personal Data Audit

Load Year-End SlipsLoad Selective Year-End Slips

Year-End Error (rpt)T4/T4A/RL-1/RL-2 Audit

Create T4 PDF SlipsCreate T4A PDF Slips

View T4,T4A Slips

Calculate and report pension adjustment CAN

Calculate Pension Adjustment

Calculate pension

adjustment?

Create pay period tax reports CANTax Submission SummaryHealth Insurance Premium

Create ROEs automaticallyCreate Mass ROE Data (CAN)

Measure Deployment

Effectiveness

Request duplicate W-2W-2 Reissue Request

Create year end tax reportsError Listing

Update Year End Reporting InfoLoad Year End Data

Year End Record Error Year End Data Audit Print Year End Forms

Local W-2 Tax Totals ReportState W-2 Tax Totals Report

Create W-2 PDF FormsCreate W-2c PDF Forms

W-3/W-3SS Transmittal ReportW-3PR Transmittal Totals Rpt6559 Transmitter Totals Rpt

Create Federal File (MMREF)Create State File (MMREF)Create Local File (MMREF)

Create Philadelphia (MMREF)Federal Audit (MMREF)State Audit (MMREF)Local Audit (MMREF)

Philadelphia Audit (MMREF)2001 YE Conversion

Create Puerto Rico (MMREF)

Create RL-1 reporting informationCreate RL-1 Mag Media File

Print RL-1 SlipsRL-1 Magnetic Media Audit

RL-1 Summary Report

Create T4 reporting informationCreate T4/T4A Mag Media File

Print T4 SlipsT4/T4A Mag Media Audit

T4 Summary/Segment RptCreate T4 PDF Slips

Review ROE insurable earnings and hours

Review ROE Insurable Earnings (CAN)

Decide action?

Create tax reports - USFFederal Liability by State

Local Tax DepositTax Deposit Summary

Tax Summary-PA EMSTTax Balance Audit

Reconciliation-Ohio Local

Create pay period tax reporting information for USA

Tax Summary-FederalTax Summary-State

Federal Liability by StateReconciliation-Ohio Local

Local Tax DepositTax Deposit Summary

Tax Summary-PA EMSTForm 1042 Audit Report

Manage employee consent information

Review W-2/W-2c Consent StatusReset W-2 Consent Status

Year-End Consent Status Report

View electronic T4/T4A slips or W-2/W-2c

formsView T4/T4A Slips

View W-2/W-2c Forms


PeopleSoft Enterprise Create Employee US Federal Payroll Informationusing PeopleSoft Payroll for North America

PayrollAdministrator

Employee


Payments

Interest

Military DepositsUSF

Apply unscheduled payments USF

Military Service Deposit

Update tax withholding informationW-4 Tax Information

Create or update direct deposit information Direct Deposit

Info?

Send employee direct deposit information to PeopleSoft

ExpensesEIP (AM):

DIRECT_DEPOSIT_FULLSYNC;DIRECT_DEPOSIT_SYNC

Create employee deductions USFCreate Garnishments

Review U.S Savings Bonds Override Benefits Deductions

Create General Deduction Override General Deductions Purchase U.S. Saving Bonds

Request Direct DepositUpdate payroll options and/or create additional pay USF

Update Payroll Options Create Additional Pay

Send employee direct deposit information to PeopleSoft Expenses

EIP (AM): DIRECT_DEPOSIT_FULLSYNC;

DIRECT_DEPOSIT_SYNC

Request W-2 reissuedW-2 Reissue Request

Add or update your voluntary deductions Voluntary Deductions

Record tax data and create reports USF

Default Tax Data ReportEmployee Tax Information Rpt

W-4 Exemptions Report W-4 IRS Report

W-4 Audit Report Update Employee Tax Data

Update Tax Distribution W-4/W-5 DBAG Processing

Reset W-4 Exempt List Determine W-5 Eligibility Reset W-5 Exempt List

Employee SSN VerificationW-4 Print - Self Service

Calculate, Confirm and Provide US Federal Payroll

Create military service deposit reports USF

Military Deposit OPM-1514 RptMilitary Deposit Closed Accts

Manage Absences

Maintain Employee

Data

Submit Military Deposit Report to

OPM USFCalculate interest, review balance and create IRR for accounts with zero balance

USFCalc Military Service Interest

Need to apply?

Identify Military Service Account detail and

deductions USFMilitary Service Deposit

See "Maintain Personnel Records" to adjust service date for retirement

Initiate mass employee updates of tax data

Create Mass Tax Data UpdatesUpdate Two-Tier Suppl Data


PeopleSoft Enterprise Calculate, Confirm, and Provide US Federal Payrollusing PeopleSoft Payroll for North America


Employee


NoYes

Yes

On-Cycle

Print EarningsDistribution

Adjust Paysheets

No

Yes

Yes

No

No

Manual Check

Final

Off-Cycle

Automatically

Manually

Confirm and Print

Delete

Reverse and Confirm

RequestCheck

CreatePaysheet

Direct Deposit

Printed Check

Manual Check

Yes

No

Employee Pay Understated

Employee Pay Overstated

Reverse

Adjust

Paycheck

Obsolete Balances

EmployeeBalances

Yes

Single Paycheck forIndividual Employee

Yes

No

Yes

Pay Run

Online

BalancesYes

No Errors

Yes

Adjust Paysheets

Save and Print with Off-Cycle

Pay Run No

Yes

No

Yes

No

No

ImputedIncome

Reverse retro pay process and change status

Change Retro Request Status (NA)

Calculate employer taxes and deductions

USFCalculate Pay

Request final check USFRequest Final Check

Confirm and print USFView/Print Online Check

Create final check paysheets online USFRequest Final Check

Review and update payline by employee

USFBy Payline

Create or update paysheets and calculate

USFCreate Online Check

Online Paysheet

Create payback?

Decide if need to adjust

or reverse

Errors?

Create direct deposit advice registers USF

Advice Register

Create Retroactive (Retro) Payroll

Create final check reports and review results USF

Final Check Reconcile Report Final Check Requests Report

Create Final Check

Perform pre-calculation audit USF

Precalculation Audit Report

Confirm check reversal USFConfirm Pay

Method?

Reverse and confirm reversal USF

View/Print Online Check

Calculate Pay

Validate variable compensation award dataValidate Variable Comp

Awards (GBL)

HR Helpdesk

Payslip Summary

Verify that wages were overstated USF

Review Payroll Error MessagesPayroll Error Message Report

Receive request for payment of employee expense advances and reimbursements and

acknowledgeEIPs (AM): PAYMENT_EXPENSES_REQUEST

PAYMENT_EXPENSES_ACKNOWLEDGE

Review and reverse original check and create off-cycle

paysheet USFReview Paycheck Summary

Review ROE Insurable Earnings

Adjust/Reverse PaycheckReview FLSA Pay Data

Payroll type?

Junction

Delete check information USF


Create final check paysheets USF


Adjust imputed incomeCalculate Adjustments

Adjustment Report


Review

Reverse pay confirmation USF

Reverse Pay Confirmation

Load retro pay data to paysheetsLoad Retro Pay to Paysheets

(NA)

Adjust Payroll Balances

Type of adjustment?

Create and review paysheet and payline

USFRequest Final Check

Need to inquire?

Create paysheets

Review and delete duplicate pay requests

Delete Retro Pay Requests (NA)

Create Single Paycheck for Immediate Payment

Retrieve Time Reporter Information

Create Paysheets

Load time reporter payable time from Time and Labor

USFLoad Time and Labor

Create replacement checks USF

Reprint Checks

Request process to unsheet USFPay Unsheet

Reconcile and Distribute NA

Payroll Information

Advise Expenses of info that has been accepted or rejected

EIP

End Process

Create paysheets by pay calendar USF

Create PaysheetsReview Pay Calendars

Add new paysheet and payline USF

By Paysheet

Print pre-note memos USF

Prenote Memo

Print checks USFPrint Checks

Create Paychecks PDF

Reverse paycheck USFAdjust/Reverse Paycheck

Perform pre sheet audit USF

Presheet Audit Report

Confirm pay USF

Confirm Pay

Review retro pay processing messages Retro Pay Messages

(NA)Retro Pay Calculations

(NA)


results

Need corrections?

Calculate final earnings deductions and taxes USF

Calculate Pay

Review online pay calculation results USF


Decide method of payment

distribution

Review reversal results USFReview Paycheck Review Pay Limits

Review payroll supporting documentation USF

View PaycheckDirect Deposit

Voluntary Deductions

Decideif need to...

Adjust Paycheck

No

Calculate pay for adjustment USFCalculate Pay

Receive request for Payment on a Variable Compensation Award

EIP (AM):VAR_COMP_PAYMENT_REQUEST

Create Manual Checks

Create direct deposit file USF

Create Direct Deposit File

Calculate pay for adjustment USFCalculate Pay

Review direct deposits by company USF

Direct Deposit Register

Calculate retro pay and review results

Calculate Retroactive Pay (NA)Update Retro Pay Calc Results

(NA)

Review and update payline earnings USF

By Payline SecurityBy Payline Earnings


Ready to confirm

Confirm pay for adjustment USF

Confirm Pay

Create and Distribute Payments

Adjust employee balances USF

1042 Taxes Accruals Arrears

Balance Adjustment ReportCheck Year-to-Date

Deductions Earnings

GarnishmentsSpecial Accumulators

Taxes

Decide if need to reverse

pay confirm

Needfinal checkpaysheets?

Create online check data using automated process

USFCreate Online Check

Online Paysheet

Record adjustment on paysheet USF

By Paysheet

Review employee balances USF1042 Taxes

Arrears Check Year-to-Date

Deductions Earnings


Taxes Employee Earnings Snapshot

Employee Earnings Record Rpt

Recreate retro pay?

Review payroll error messages USF

Review Payroll Error MessagesPayroll Error Message Report

Print paysheet earnings distribution USF

Print Paysheet Earnings Dist

From: "Track Employee Absences, Leaves and

Vacations" receive absence calculations

Receive sales commission information for payout

EIP

Confirm pay for final check USF

Confirm Pay

Apply payment request information USF

Load Paysheet TransactionsPaysheet Transactions Report

Create paysheet for final check USF


Create pay calculations for underpayment USF

Calculate Pay

Confirm pay for manual check

USFConfirm Pay

Create mass retro pay request and review summary

Process Mass Retro Pay (NA)Retro Pay Request Summary

(NA)

Decide if employee

pay was under or over stated

Review and update actuals USF

Review Actuals Distribution

Calculate earnings deductions, taxes, and net pay USF

Calculate Pay

Print paysheets USF

Print Paysheets

Advise Sales Incentive Management of payout info that has been accepted or rejected

EIP

Print checks USFPrint Checks

Create Paychecks PDF

Confirm Pay

Review summary of retro pay requests

Retro Pay Calc Summary (NA)

Pay All Calculated (rpt)(NA)Retro Pay Terminations

Review TL load history USFReview Time and Labor Load

Integration: Time and Labor Interface retrieves and consolidates payable time information for selected time

reporters and sends cross reference numbers back to TL


Create paysheet's method?

Make adjustments to paysheets USF


By PaylineBy Payline Security By Payline Earnings

By Payline Earnings SecurityBy Paysheet Earns Short FormAdd new paysheet

page and payline USF

By Paysheet

Format information and print direct deposit file USF

Print Advice FormsCreate Advice PDF Forms

Receive request for payment of employee referral program awards and acknowledge receipt

EIPs (AM):PAYMENT_ERECRUIT_REQUEST;PAYMENT_ERECRUIT_ACKNOWLEDGE

Review pay calculation or confirmation results USF

Employed Retired Annuitant Temp Employees Buying FEHB

Semi-Annual Headcount Bond Purchase

Bond-Federal ReserveLeave Accruals

Deduction RegisterPayroll Register

Cost Center Other Earnings Register

Deductions in ArrearsDeductions Not Taken

Payroll Summary Employer Benefit Contributions

Garnishment Prorations Leave Audit SF1150 Report

Employees Not Processed Report Update WGI/Tenure Status

Note: Final check paysheets, either on-cycle or off-cycle, can only be created for existing final check requests.

Needto unsheet?

Perform pre confirmation audit USF

Preconfirm Audit Report

Review and update or override paysheets USF


Record hours and amounts from Rapid Entry USF

Create Rapid Entry Paysheets

Adjust?

Advise Variable Compensation of awards that have been accepted or rejected


Provide pre-notification USF

Prenotification Report

Record adjustment on paysheet USF

By Paysheet

Delete obsolete balances USF

Delete Balances

Create on or off-cycle pay

calculations USFCalculate Pay

Create NA Payroll Information

Review check register and reconciliation reports USF

Check Register Employee Check Info Report

Decideif reprinted

checksneeded

Correct calculation

errors?

Need to create retro

pay?


Manage Absences


results

Write out check for employee

Review and verify printed

checks

Advise HR Helpdesk of

discrepancy, if needed

Distribute paychecks

Distribute advice

information


PeopleSoft Enterprise Reconcile and Distribute US Federal Payroll Informationusing PeopleSoft Payroll for North America



Non- Commit to NA

StateTax

FederalTax

CanadianTaxes

Provide Payroll Information

to the General Ledger

(Commitment Accounting)

Time and Labor Costs

Payroll CompletionInformation

OnCycle Payroll

Off Cycle Payroll

OPM

Thrift Board

Unscheduled

Scheduled

U.S.Treasury

Provide Information to U.S. Federal Agencies

Recruiting PaymentNotification

Payment Verification for Expenses

Audit

By Vendor

By Voucher

Prepare Payroll Information for the GL -

Non-Commit Acct

Pay Limits

Returning Retirees

Federal Benefit Recipient Headcount

Temporary Employees

Deduction Distribution

Bond Purchases

ActualsDist with TL

ActualsDist

Yes

No

Reconcile Check Information with Bank Records

Cost Center

Non-Commit for E1

Non-Commit for SAP

Pay Types

Provide Payroll Info to Accounts

Payable

Vendor

Sales Incentive

Variable Comp Payment Notification

Extract non-tax deductionsExtract Non-Tax Deductions

(NA)Extract CA Non-Tax Deductions

(NA)

Decide if need to

provide ...

Review all bonds purchased since the last

program runBond Purchase

Print fiscal year budget definitions and amounts

Fiscal Year Budget Report (USF)

Send a verification of payment to PeopleSoft Expenses

EIP (AM): PAYMENT_EXPENSES_ISSUE

Prepare distribution informationPredistribution Audit Rpt

Create the deduction distribution output

files, SF- 2812 and SF-2812A

RITS InterfaceExtract U.S. State tax

information Extract U.S. State Taxes (NA)

Create pay typesPay Type to GL (USF)

Provide Payment Information to the U.S. Treasury

Send a verification of payment to Variable Compensation


Identify ECS schedule number and type, review ECS schedule

information and eligible payments, and identify payments to include in

schedule Process ECS Off Cycle

Provide Savings Plan Information to the Thrift Board

Identify ECS schedule number type,

description, and off-cycle pay option

Identify ECS Controls

Provide ECSinformation to U.S.

Treasury

Decidewhat is needed

Create sales incentive notificationNotify SIM of Payments

Non-TaxDeductions

Provide Voucher, Tax and Deduction Information to Accounts Payable

Create?

Identify ECS control information and create the ECS

output file ECS Interface

Create reconciliation reportReconciliation Report

Decide if need to provide ...





Payroll

Send a verification of payment to eRecruitEIP (AM):

PAYMENT_ERECRUIT_ISSUED

Create a snapshot of agency-wide enrollment in FEHB, FEGLI, and retirement programs and provide

to the OPM Semi-Annual Headcount

Identify and reprint the TSP

voucher TSP Interface

Extract Canadian tax information

Extract Canadian Taxes (CAN)

Review suspense account information

Review Suspense Acct Distrib

Note: A separate ECS schedule must be reserved for each payment method (check, EFT, VENMIS) before processing the Treasury

Interface.

Provide Payroll Completion Information

Review results of check reprint process

Review Dead Checks

Create?




Create payroll accounting transactions for non-commitment

accountingNon-Commit Accounting Info (NA)

Non-Commit Reset Processing (NA)Payroll Error Messages

Create match exception report

Reconciliation Report

Create payroll transactions for non-commitment accounting forE1Non-Commit Posting for E1

Extract?

Adjust previously distributed pay?

Provide output file and voucher

information to the Thrift Board

Reconcile payroll checks with bank records

Request ReconciliationReconciliation-Ohio Local (USF)

Provide deduction distribution Information for FEHB, FEGLI, Retirement

Plans, and Creditable Service Purchases to the

OPM

Create AP Extract Audit report AP Extract Audit Report

Create the TSP transaction file, distribute deductions according

to TSP Board options, and create the voucher (TSP-2)

TSP Interface

Provide Information to the OPM

Review retro distribution information

Review Retro Distribution

Identify ECS schedule remarks, accounting information, and reel numbers; review transmission summary; and extract control

information ECS Interface


Information

Provide net payinformation to the

U.S. Treasury

Review retired employees who have returned to federal service

Employed Retired Annuitant (USF)

Decide type of voucher

processing

Report budget definitions and amounts

Load Gross/Fringe Data

Create/Provide?

Extract time and labor costsExtract Time and Labor CostsExtract Time and Labor Costs

(USF)

Create retro distribution informationProcess Direct Retro Dist

Review Retro Distribution Msgs

Extract U.S. Local tax information

Extract U.S. Local Taxes (NA)

Decide type of Interface

processing needed

Send a verification of payment to PeopleSoft Sales Incentive

ManagementEIP

Review?

Review.?

Run GL Interface to identify expense accounts

Review high-level breakdown of the information contained

in a TSP Voucher file Identify TSP Voucher Info

Create magnetic media listing all bonds purchased since last run

Bond-Federal Reserve

Review and update proposed payments by vendor

Review AP Extract-Lines

Create cost center informationCost Center to GL (USF)

Create GL interface reportsHR Accounting Line (NA)

Chartkey Values

Reconcile Check Records with Bank Records

Review and update proposed payments by voucher

Review AP Extract-Headers

Prepare Information for the General Ledger

Identify pay cycle and off-cycle net options; schedule information for

checks, EFTs, VENMIS, and bonds; and create the output files, ECS

transmission summary and extract control information

Treasury/FRB Bond Interface

Identify high-level breakdown of the

information in a TSP Voucher file

Identify TSP Voucher Info

Create Variable Comp Award payment notification

Notify Var Comp of Payments

Note: The scheduled processing of the TSP interface takes place after each confirmed on-cycle payroll.

Review vendor listing AP Vendor Listing

Identify ECS control information and create the ECS

output fileECS Interface

Decidetype...

Create check reconciliation

report

Note: The RITS interface is processed after each confirmed on-cycle payroll.

Review budget actualsReview Budget Actuals (USF)

Create payroll transactions for non-commitment accounting for SAP

Non-Commit Posting for SAPNon-Commit Rev/Repost for SAP

Local Tax

Create a listing of temporary employees who are participating in the federal employees health

programTemp Employees Buying FEHB

Create payment notification to expenses

Notify Expenses of Payments (NA)

Create recruiting referral program award payment notification

Notify Recruiting of Payments

Create actuals distribution with time and labor

Distribute Actuals/Extract TL

Review the pay limit and the amount of reduced pay after

payroll is run for the pay periodReview Pay Limits (USF)

Create accounting lines - actualsCommitment Accounting Actuals

(NA)

Send vouchers to APSend Vouchers to AP

Provide payment information to the U.S.Treasury and

receive reel number information in return

Identify header information for

TSP Voucher file Identify TSP Voucher Info

Export the Time and Labor costs from Payroll for North America into Time and Labor

Integration (AE): Extract Time and Labor Costs

Identify ECS schedule number type, description,

and on-cycle pay option to reserve summary

schedules Identify ECS Controls

Create accounting lines -encumbrances

Encumbrances (NA)Encumbrance Message (NA)

Create report for earnings, deductions, and tax distributions

Gross and Fringe

Extract U.S. Federal tax information

Extract U.S. Federal Taxes (NA)

Send tax, garnishment, and voluntary deduction withholding information to

PeopleSoft Payables for paymentEIP (AM): VOUCHER_BUILD

Create retro distribution reportRetro Distribution Audit Rpt Create actuals distribution

Distribute Actuals (USF)

Review actuals distributionReview Actuals Distribution (USF)

Provide Information to the General Ledger


Create grants report on certified time and effort for selected pay run

Time/Effort Certification Rpt


PeopleSoft Enterprise Create US Federal Payroll Regulatory Reporting and Tax Informationusing PeopleSoft Payroll for North America

Employee


Pay Period ReportsUSA

Quarterly Tax Reporting Information

USA


USA

Tax Reports USF

Create?


Information

Create FUTA reconciliationFUTA Wage Reconciliation Rpt

Decide action?

Create W-2 reporting informationCreate W-2PR Diskette-SSACreate W-2PR Fed Tape File

Create W-2PR Print FileState W-2PR Tape Audit Report

W-2PR Data Audit ReportW-2PR Data Record Load

W-2PR Record Error ReportError Listing

Update tax reporting forms and definitions

Tax Form DefinitionsTax Form Print ParametersTax Reporting Parameters

W-2 Company DataMMREF Parameters

Tax Form Definition ReportTax Form Print Parameters Rpt Create 1099R reporting information

Form 1099R Audit ReportCreate 1099-R

Form 1096 Report

Provide Employee Individual

Retirement Information to

OPM

Create year end forms and W-2 adjustments

Review/Update Year End FormsReview Year End Forms CombinedW-2/W-2PR Summary Prior 2001

Create W-2c US/TerritoriesCreate W-2c Puerto RicoCreate W-2c Prior 2001

W-2c Audit Rpt US/TerritoriesW-2c Audit Report Puerto Rico

Print W-2c US/Territories Print W-2c Puerto RicoPrint Forms Prior 2001

W-2c Data Audit Rpt Prior 2001W-2c Audit US (MMREF)

Puerto Rico Audit (MMREF)Create W-2c US (MMREF)Adjustment closed pay period

Open/Close Pay Calendar

Create tax reports - USFFederal Liability by State

Local Tax DepositTax Deposit SummaryTax Summary-PA Opt

Tax Balance Audit

Create year end tax reportsError Listing Report

Update Year End Reporting InfoLoad Year End Data

Year End Record Error ReportYear End Data Audit Report

Print Year End FormsLocal W-2 Tax Totals ReportState W-2 Tax Totals Report

W-3/W-3SS Transmittal ReportsW-3PR Transmittal Totals Rpt6559 Transmitter Totals Rpt

Create Federal File (MMREF)Create State File (MMREF)

Create WV FileCreate Philadelphia (MMREF)

Federal Audit (MMREF)State Audit Report (MMREF)

WV Audit ReportPhiladelphia Audit (MMREF)

2001 YE ConversionCreate Puerto Rico (MMREF)Need to create?

Create quarterly tax reporting information USA

Define Tax Reporting ParmsTax Balance Audit

Create Magnetic Media AK-IDCreate Magnetic Media IL-NC

Create Magnetic Media ND-SCCreate Magnetic Media SD-WY

Employee Count Multiple Worksite

State Tax Summary State Wage Listing

State Unemployment Tax Create Georgia Wage DisketteFederal Tax Summary Report

Create 1042 reporting informationForm 1042-S Print and Mag File

Form 1042 Data SummaryDefine 1042-S Parameters

Create 1042-S

Create pay period tax reporting information for USA

Tax Summary-FederalTax Summary-State

Federal Liability by StateReconciliation-Ohio Local

Local Tax DepositTax Deposit SummaryTax Summary-PA Opt

Form 1042 Audit

Request duplicate W-2W-2 Reissue Request


PeopleSoft Enterprise Provide Employee Individual Retirement Information to OPM



Provide Supplemental or Correction IRR to OPM

Provide Original IRR to OPM

Create Fiscal Retirement Information

Personal

PositionDetails

Employment

Yes

No Yes

No

Yes

No

Job, Benefit FEGLI, and Retirement

Identify or review remarks about

special conditions affecting retirement

coverage Identify IRR

Note: A Personnel Action Request may have a status of initiated, requested, various stages of

approval, disapproval, returned for more information, canceled, or withdrawn. Each status triggers different system workflow

actions as defined by your agency.

Create a PAR to apply employee record changes that impact IRR information or review existing

PAR details and update approval status

Correct IRR Supplement USFSupplement to IRR USF

Decide if need further

review for revision

Decide if need to print

forms

Review or Update Employee IRRReview basic pay prior to CSRS and FERS,

LWOP time, and retirement deduction

information Identify IRR

Identify position number, job code, department, benefits, FEGLl, and retirement data


Update Accumulated Fiscal Information for Current or Separated Employees

Identify and review specific position details such as pay

group, holiday schedule, employee type, FSLA status, and

employee classCorrect IRR Supplement USF

Supplement to IRR USF

Update the accumulated fiscal data with appropriate

payroll information for specified employees

Process Accum Fiscal Data

Create Register of Separations and Transfer Reports

Create the ROST for all finalized IRRs not previously

reported to OPM and summarize the information for each IRR on the SF- 2807 for CSRS or SF-3103 for FERSRegister of Seps/Transfers

Identify employment-related dates such as service

computation and with-in-grade increase dates


Identify the appropriate IRR retirement form, identify the IRR's to be

processed and finalize the IRR s, create the original, supplemental, or

correction IRR report on the appropriate form

Process IRRs

Review details of each PAR that

must be reported on the IRR Identify IRR

Identify information on expiration dates, with-in-grade increase data,

and union affiliations Correct IRR Supplement USF


Print SF-50 Notice to Employee or

SF-52Request for Personnel Action

Correct IRR Supplement USF


Decide type of IRR

action needed

Note: The Fiscal Data Accumulation process should be run at the end of each fiscal year

to accumulate and store fiscal information on IRR records for all employees. If an

employee separates during the year, you may run this process at the time of

separation so that you have the most up-to-date fiscal information on the IRR.

Update an employee's fiscal history for retirement

reportingUpdate Emp Fiscal Year Hist

Compensation Information

Review IRR type, date, status, and other information

Identify IRRReview IRRs

Create Supplemental or Corrected IRR Information

Identify compensation information such as pay rate determinant,

step, and quoted payCorrect IRR Supplement USF


AdditionalEmployment

Create an IRR worksheet report for specified

current employee(s) Create IRR Worksheet-

Current

Decide what information

to update orreview

Decideif need more

review

Identify personal details such as name, address, phone,

citizenship, marital status Correct IRR Supplement USF


WORKFLOW: Create a worklist item to provide notification that further approval or changes are required based on the assigned

PAR status

Create US Federal Payroll Regulatory and Tax Reporting

Information

Decide if updates are

needed

Review and verify IRR information for

separated employees

See "Track Employee Personal Information, Job Changes and

Personnel Actions", to complete a PAR in order to

modify information that affects the IRR

Create an IRR worksheet report for the separated

employee(s) based on the selected retirement form

Create IRR Worksheet-Sep

Decide if need to update

current PAR status

Yes

No

Measure Deployment

Effectiveness

Provide IRR and ROST

information to the OPM

Review the summarized IRR and ROST information

that will accompany the IRRs when submitted

to the OPM Review ROST Summary


PeopleSoft Enterprise Send Employee Information to an External Payroll Application

Payroll Interface Administrator

Employee

Human Resources Specialist

Employee Payroll Information

NLD

BenefitsDeductions

Earnings Information

No

Yes

Record the employees Social Insurance data according to the Dutch

Social Security regulations

Social Insurance (NLD)

Specify information about the distribution

of net payments (direct deposit)

Payment Distribution (NLD

Manage Absences

Measure Deployment

Effectiveness

See model titled: "Reward" to affect records that contain benefit

deduction information

Create PI reports Export Changes

System Table ListingPS Record Listing

PS Record-Field ListingField Listing

Field-Translation ListingInstance ListingProcess ListingProcess Values

Definition Table-FileDefinition Table-RecordDefinition Table-FieldConfiguration Listing

Group ListingEmployee Listing

File Handle Listing

Assign incidental earnings to an

employee that are non-hourly based

Incidental Earnings (NLD)


Review Payroll Interface Results

Review DeductionsError Messages

Run TableExport Details

Check SummaryEarnings Balances

Deduction BalancesTax BalancesTable Export

Assign recurring deductions to an

employee and indicate percentage or amount of

deductionGeneral Deductions

(NLD)

Provide information to or receive information from the

payroll systemImport/Export Payroll Data

Decide if errors were

encountered while calculating deductions

Calculate deductions for

each pay period Calculate

Deductions

Review deduction calculation error messages online

Review Error Messages

Assign recurring earnings to an employee and

indicate the amount of earning

Regular Earnings (NLD)

Confirm or reverse deduction calculations and load deduction calculation

information for export to the payroll system

Confirm Deductions

Review pay from 3rd party

3rd Party Pay Inquiry

Convert tab-delimited files to comma-delimited files

Convert Tab Delimiter

See model titled: “Maintain Employee Data” to affect records that contain earnings information

Assign incidental deductions to an

employee and specify amount or percentage of

deductionIncidental Deductions

(NLD)

Export or import external files

Complete Export to Ext File

Decide if need to update information for

employee deductions and earnings

Correct calculation errors

Record the employees Tax

Data according to the Dutch Taxation

regulationsTax Data (NLD)


Assign hourly time and overtime

Hourly Time/OvertimeHourly Time by Calendar

No

Yes


PeopleSoft Enterprise Create GBL Employee Payroll Information

Employee



Global

Australia

Brazil

Switzerland

Germany

Spain

Great Britain

Hong Kong

India

Italy

Japan

Mexico

NLD

NZL

SGP

France

USA

MYS

Apply garnishments or court orders - GBR

Assign Court Orders GBR

Apply balance adjustments to

accumulators - GBLAccumulators

Review employee termination data -

GBRReview P45 GBR

Assign earnings and deductions - USA

Savings Bond Assignment USA

Identify net pay/ recipient elections - CHE

Override Source Bank CHEManage Foreign Bank Acct CHE

Identify net pay/ recipient elections - NZL

Add Deduction Recipients NZL

Identify social insurance information - ESP

Multiple Employment Data ESP

Maintain EPF Payee Data MYS Maintain EPF MYS

Identify general employee payroll information - GBLReview Job Information

Identify net pay/ recipient elections - GBL

Maintain Bank AccountsSpecify Net Pay Elections

Add Bank InformationAdd Deduction Recipients

Maintain ret allow data JPN Maintain Ret Allow Data JPN

Apply garnishments or court orders - NZL

Assign Garnishments NZLSpecify Protected Net Pay NZL

Assign earnings and deductions - NLD

Commuting Data NLD

Record payee tax information -MEXDefine Prior Employer Data MEX

Specify No Year-End Adj MEX

Identify family allowance information - ITA

Define Family Data ITAReview Family Data ITAMaintain ANF Data ITA

Identify general employee payroll information - IND

Define MDA Enrollment INDDefine MDA Claims IND

Define LTA Enrollment INDDefine LTA Claims IND

Record payee tax information - GBRMaintain NI Data GBR

Maintain Tax Credits GBRMT1 - Code Number Changes GBR

Uplift Tax Codes GBRMaintain Student Loans GBR

Identify net pay/ recipient elections - DEU

Override Source Bank DEUManage Foreign Bank Acct DEU

Identify loans and/or advances - ESPRequest Advances/Loans ESP

Assign earnings and deductions - JPNCommuting Allowance JPN

Identify social insurance information - ITA

Maintain Social Ins Data ITA

Identify pension information - DEU

Maintain BVV Data DEU

Assign earnings and deductions - GBLPayee Assignment By Element Element Assignments by Payee

RecurringOne Time (Positive Input)

Identify loans and/or advances - ITALoans Data ITA

Apply garnishments or court orders - AUS

Assign Garnishments AUS

Identify general employee payroll information - MEX

Reverse Results MEX

Identify social insurance information - NLD

Maintain Social Ins Data NLDMaintain Addl Ins Data NLD

Identify pension information -GBR

Assign Scheme GBRStakeholders Pension GBR

Assign Share Schemes GBRShare Save Holidays GBR

Identify payslip information - CHE

Define Payee Data CHEMessages CHE

Record payee tax information -NZL

Maintain Tax Data NZLCreate Invalid IRD Report NZL

Identify payslip options MYSPayslip Delivery Option MYS

Apply garnishments or court orders - DEU

Assign Garnishments DEU

Assign earnings and deductions - GBR

Overtime GBR

Identify payslip options -GBL

Payee Payslip Options

Assign earnings and deductions - IND


Identify pension information - ITAMaintain Compl Fund ITA

Insert Earnings/Deduction Assignment for the loan information entered in the Request Loans

componentEIP (CI): GP BRAZIL - LOANS DEDUCTION

ASSIGNMENT

Identify net pay/ recipient elections - HKGAdd Recipient Mbrship Nbr HKG

Provide personal information for payroll payment and

distributionPersonal Bank Accounts

Pay Distribution Instructions

Record payee tax information - JPNMaintain Income Tax Data JPN

Maintain Dep Tax Data JPNMaintain Inhab Tax Data JPN

Record payee tax information - ESPMaintain Tax Data ESP

Override Tax Percentage ESP

Identify payslip information - FRAAdd Payslip Messages FRA

Identify general employee payroll information CHE

Define EO Payment CHEDefine EO Payment Ovrd CHE

Maintain SOCSO Payee Data MYS Maintain SOCSO Payee Data MYS

Identify payslip information -HKG

Payslip Delivery Option HKGMessages HKG

Update payroll accounting information - GBL

GL Distribution Overrides

Identify family allowance information - BRA

Review Dependent Data BRA

Record payee tax information - AUSMaintain Tax Data AUS

Specify Trainee Tax Rebate AUSReview/Update Tax Scales AUS

Override payee processing information - GBL

Supporting ElementsPayee Sections

Payee Calendar GroupsAssign Retro Limits

Identify payslip information - AUSPayslip Delivery Option AUS

Messages AUS

Identify social insurance information - MEX

Maintain SDI Data MEX

Maintain termination data MYS Maintain Termination Data MYS

Maintain Absences

Insert Earnings/Deduction Assignment for the loan information entered in the Request Loans component

EIP (CI): GP BRAZIL - LOANS DEDUCTION ASSIGNMENTEIP (CI): GP MEXICO - LOANS DEDUCTION ASSIGNMENT

Identify social insurance information - JPNMaintain Social Ins Data JPNMaintain Labor Ins Data JPN

Maintain Lab Ins Rpt Data JPN Maintain Dep Soc Ins Data JPN

Identify payslip information -IND

Payslip Delivery Option INDMessages IND

Inserts Supporting Elements Overrides at payee level based on a country specific

page for payee parametersEIP (CI): GP BRAZIL - PAYEE

PARAMETERS

Identify loans and/or advances - BRA

Request Loans BRA

Identify social insurance information - IND

Define ESI Data IND

Identify payslip information - NZLPayslip Delivery Option NZL

Messages NZL

Identify payslip information - SGPPayslip Delivery Option SGP

Messages SGP

Provide override information indicating that a payee will not be considered for the

Annual Tax Adjustment processEIP (CI): GP MEXICO - PAYEES

WITHOUT ANNUAL TAX ADJUSTMENT

Identify net pay/ recipient elections - SGP

Add Deduction Recipients SGP

Identify loans and/or advances - GBR

Review Loans GBRMaintain Loans GBR

Update Loans End Date GBR

Add person of interest as a payee - GBLAdd a POI Payee


Payroll

Identify payslip information - DEU

Define Payee Data DEUMessages DEU

Identify payslip information - NLDMessages NLD

Assign pay groups - USAPay Group Assignment USA

Payee Calendar SOVR (hidden)

Request loans MYSRequest Loans MYS

Add deduction recipients MYSAdd Deduction Recipients MYS

Identify general employee payroll information - HKG

Specify Housing Quarters HKGDefine PT EE Main Employer HKGDefine Self Employed Data HKG


Identify general employee payroll information - DEU

Add General Remarks DEU

Record payee tax information -IND

Maintain Tax Declarations INDSpecify Tax Details IND

Assign garnishments - USAAssign Garnishments USA

Garnishment Summary USA

Identify payslip information -GBR

Create Messages GBRMessages by Pay Group GBR

Apply garnishments or court orders - FRA

Assign Garnishments FRA

Record payee tax information - ITASpecify Tax Reduction ITADefine Assignee Data ITA

730 Data ITADefine Prior Employer Data ITA

Identify loans and/or advances - MEX

Request Loans MEXLoans MEX

Identify pension information - IND

Define PF Enrollment IND

Identify social insurance information - DEU

Maintain Social Ins Data DEUMaintain Accident Ins Data DEU

Add Old Age Part-Time Data DEU

Identify social insurance information - CHE

Maintain Social Ins Data CHEAdd Other Insurances Data CHE

Identify family allowance information - CHE

Define Family Allow Data CHE

Identify pension fund data - CHE

Pension Fund Data CHE

Identify net pay/ recipient elections - AUS

Specify Protected Net Pay AUSAdd Deduction Recipients AUS

Maintain termination data - USAMaintain Termination Data USA

Identify loans and/or advances - FRARequest Advances/Loans FRA

Create employee

informationfor?

Identify general employee payroll information - BRA

Define Payee Parameters BRAMaintain Payee-Union Data BRA

Record payee tax information - NLD

Maintain Tax Data NLD

Record payee tax information - CHEMaintain Source Tax Data CHE

Record payee tax information -DEU

Maintain Tax Data DEUCalculate Company Car Tax DEU

Review payee data related to multiple contracts - CHE

Review Multiple Contracts CHE Review MC Exceptions CHE

Maintain German employer

certificates - DEUCertificates DEU

Identify loans and/or advances - DEU

Request Loans DEU

Identify information to request a loan repayment

from payee - USARequest Repayments USA

Identify recipient or beneficiary relationship - BRA

Recpnt/Benef Relationship BRA

Identify pension plan –ESP

Payee Pension Plan ESP

Review pension contingency contracts – FRA

Pension/Cont. Contract Rvw FRA


PeopleSoft Enterprise Calculate, Confirm, and Provide Payroll using PeopleSoft Global Payroll

Employee



Vacation EntitlementsBrazil

Positive InputBrazil/Mexico

HeadcountFrance

Absences/Overtime

Festive AdvancesSGP

SDIMexico

Profit SharingMexico

No

Yes

Run Types

Periods and Calendars

Group Lists

Retrieve Variable Awards

Review Retroactive Exceptions

Review Triggers

Review/UpdatePositive Input

Override Supporting Elements

AbsencesSwitzerland

OvertimeSwitzerland

OvertimeMexico

Review PayslipResults

Add Payslip Messages

Create PaymentsEarnings and Deductions

CostInformation

Payment Verification to VC

No

Yes

On-Cycle

VacationBRA

Yes

Data MigrationItaly

Festive AdvancesMYS

No Yes

Off-Cycle

Off-Cycle

Review or update positive input -GBL

Manage Positive Input by CalManage Positive Input by Tmplt

One Time (Positive Input)Manage Generate Positive Input

Add payslip messagesAdd Payslip Messages CHEAdd Payslip Messages DEUAdd Payslip Messages ITAAdd Payslip Messages NLD

Messages NZLAdd Payslip Messages ITAAdd Payslip Messages AUSAdd Payslip Messages FRAAdd Payslip Messages GBRAdd Payslip Messages HKGAdd Payslip Messages SGP

Reversal by payment ID and number

Reversals USA

Create run types to identify payroll or absence runs

Run Types


Review salary packages - AUSSalary Package Summary AUS

See "Track Absences and Vacations"

Review GL costing informationReview GL Costing Info AUSReview GL Costing Info NZLReview GL Costing Info SGPReview GL Costing Info MYSReview GL Costing Info MEX


Create groups of calendars

Calendar GroupsCalendar Groups AUSCalendar Groups NZL

Review calculation results - AUSMessages AUS (rpt)

Create coupon reporting

information - MEXCreate Coupons Interface MEX

Create deduction payback recordsCreate Deduction

Paybacks NZL

Identify employees with missing account info

Missing Bank Account Rpt ESPPayee Bank Account Report

ESP

See "Track Absences and Vacations"

Prepare/Update Payroll Information for Calculation

Create and review paycycle reporting information - GBL

Create Generic ReportsPayroll Results Register

Absence Results RegisterPayroll Results Summary

Payroll Messages

Create and review paycycle reporting information - HKG

Payroll Results Register HKG

Pay Components HKGReconciliation HKG

Import employee absences from self-service

Enter Absence CHECreate Absences CHE

Create GBL Employee Payroll

Information

Review the off-cycle payees who were suspended from on-

cycle pay runsReview Off Cycle Payee Status

Create and review paycycle reporting information - MEX

Overtime MEXProvisions MEX

Loans by Calendar MEXANN - Christmas Bonus MEXANN - PTU-Profit Share MEXPayroll Results Register MEX

Balances MEX

Decide to define or update

Review calculation results - DEUGarnishment Results DEU

XML Results DEUPayroll Results Summary DEUPayroll Results Register DEU

Overpayment List DEUPay Balance DEU


Finalize payroll calculations

Calculate Absence and PayrollIdentify payees and create

payroll calculationsCalculate Absence and

Payroll

Create and review paycycle reporting information - NLD

CBS Interface NLDLongterm Illnesses NLDResults Register NLD

Create Illness Statistics NLD Illness Registration NLD

Export Company Data NLD Illnesses by Employee NLD

Illnesses by Group NLD

Create GBL Payroll Regulatory Reporting and Tax

Information

Reverse for USA?

Provide Cost information to Time and Labor

Send Costs to Time and Labor

Provide notification of VC award payment to Variable Compensation

EIP (AM): VAR_CMP_PAYMENT_ACKNOWLEDGE_GP

Review calculation results - CHEPayroll Results Register CHE

Overpayment List CHEPay Balance CHE

Pay Element Summary CHE

Create bank fileBank File Entry

Create Bank File CHECreate Bank List CHECreate Bank File DEUCreate Bank List DEUCreate BACS File GBR

Create Direct Deposit File USA

Load positive input Manage Pos Input via Batch BRAManage Pos Input via Batch MEXManage Mass Positive Input MEX

Decide if need to?

Create and review paycycle reporting information - CHE

Payroll Results Register CHEOverpayment List CHE

Pay Element Summary CHEPersonal Statement CHE

Pay Balance CHECalc Reconciliation Report CHE Element Contribution List CHE

Update Setup Information

Create payment information for EFTsRun Payment Prep Process BRARun Payment Prep Process CHERun Payment Prep Process FRARun Payment Prep Process GBRRun Payment Prep Process INDRun Payment Prep Process MEXRun Payment Prep Process NLD

Run Banking Process ITARun Banking Process JPN

Run Payment Prep Process DEU

View payslipView Payslips

View Payslip GBR

Create and review paycycle reporting information - NZL

Pay Components NZLReconciliation NZL

Payroll Results Register NZL

Review result summary of payslip online

Inquire Online Paycheck Second Inquire Online Paycheck MEX

Identify type of off-cycle transaction, manual or unscheduled payment, correction, or advance payrolls

Off Cycle Request

Create and review paycycle reporting information - BRA

Family Allowance Registry BRAFinancial Register BRA

Dependnt Statmnt IncomeTax BRA Payroll Results Register BRA

Average Report BRA

Review online payslipsView Online Payslip CHE

Review Self Service Payslips

Review retroactive exceptions -GBL

Unprocessed Retro Deltas

Reconcile manual paymentsManual Payment Reconciliation

Calculate salary package - AUS

Calculate Package Expenses AUS

Create deduction payback recordsCreate Deduction

Paybacks AUS

Review triggers - GBLReview Triggers

Rvw/Expand Mass Triggers Review Iterative Triggers

Review?

Provide acknowledgement of (rejected or erred awards) errors detected during award validation

to Variable CompensationEIP (AM):

VAR_CMP_PAYMENT_ACKNOWLEDGE_GP

Review messages from the process

Messages for Off Cycle process

Load vacation BRAMass Vacation Programming BRA Vacation - Acq Period Upd BRA

Create recipient fileCreate Recipient File AUSCreate Recipient File HKGCreate Recipient File SGPCreate Recipient File NZL

Recipient Payment Report HKGCreate Garnishment File USA

Create Recipient File MYS

Distribute Payroll Information

Load data ITAData Migration ITA

Review?

Review payment reportsNet Payment Report AUSNet Payment Report ESPNet Payment Report FRANet Payment Report HKGNet Payment Report SGPNet Payment Report NZLPayment List Report NLD

Pending Net Payment Report ESPNet Distribution Exception USA

Net Payment Report MYS

Calculate profit sharing and create positive input

Calculate PTU-Profit Share MEX

Review calculation results - ITAPayroll Results Register ITA

Payroll Results ITA

Review net pay and deductions - GBL

Review Payments by Cal Group

Publish payroll results for General Ledger -Global Payroll Accounting Result

EIP ( Batch Publish ): GP_POST_GL

Review calculation results - NZLMessages NZL (rpt)

Update calculated headcount - FRAUpdate Company Headcount FRA

Include payslip messagesAdd Payslip Messages AUSAdd Payslip Messages FRAAdd Payslip Messages GBRAdd Payslip Messages HKGAdd Payslip Messages SGPAdd Payslip Messages CHEAdd Payslip Messages DEUAdd Payslip Messages ITAAdd Payslip Messages NLDAdd Payslip Messages NZL


Provide Cost Information to Time and Labor

Create and review paycycle reporting information - GBR

Gross To Net GBRHigh/Low Earners GBR

P32 GBRP35 GBR

Profile Report GBRElement Summary Report GBR

Validation Exception GBR

Update calendars?

Send cost data back to Time and Labor after a pay run is complete so that the data can be distributed across payable

time entries and sent to PeopleSoft Projects and other applications

EIP: PAYROLL ACTUAL COSTS

Ready to finalize

Receive notification from Absence Management that an off-cycle

payment is neededOff Cycle Request

Off Cycle On Demand

Review calculation results - HKGMessages HKG (rpt)


Review results of the processResults for Off Cycle process

Prepare payments for banking processes - GBL

Run Payment Prep ProcessRun Payment Prep Process USA

Payment Renumber USARun Payment Reconciliation

Reconciliation Exceptions

Create payee groups used for payroll and absence

calculationManage Group Lists

Retrieve requests for variable compensation payments

EIP :VAR_COMP_PAYMENT_REQUEST_GP

Override supporting elements - GBL

Supporting Elements

Import employee overtime from self-service

Process Overtime CHE

Create and review paycycle reporting information - MYS

Payroll Results Register MYSReconciliation MYS

Pay Components MYS


Define time periods for payroll and absence processing

PeriodsAutomatic Period Creation

Create Payment Information

Process the off cycle payroll

Process Off Cycle

Create EFT payment fileCreate EFT Payment File AUSCreate EFT Payment File BRACreate EFT Payment File ESPCreate EFT Payment File FRACreate EFT Payment File HKGCreate EFT Payment File JPNCreate EFT Payment File MEXCreate EFT Payment File SGPCreate EFT Payment File NLDCreate EFT Payment File NZLCreate EFT Payment File ITA

Create EFT Payment File MYS Review EFT by Cal Group ITA

Post Earnings and Deductions to General Ledger

Review calculation results – FRACreate Terminated EE Group FRA

Extract Termination Data FRAUpdate Termination Data FRA

Decide if need to provide...

Create and review paycycle reporting information - SGP

Payroll Results Register SGPPay Components SGP

Reconciliation SGP

Create file and transfer costs to GLSend Costs to GL

Send Costs to GL AUSSend Costs to GL NZLSent Costs to GL SGPSend Costs to GL MYSSend Costs to GL CHESend Costs to GL MEXFinalize Costs for GL

Review payslip resultsAdministrator Results FRA

Rvw Admin Payslip/Results FRARvw Admin Payslip/Results GBR

Post/unpost festive advance information - SGP

Post/Unpost Festive Advncs SGP

Create and review pay cycle reporting information - AUS

Payroll Results Register AUSPay Components AUS

Reconciliation AUS

Review Calculation Results

View transactions not assign GL account

Review GL Costing w/o account

Retrieve variable compensation awards -

GBLRetrieve Variable Comp

Review payee account information

Missing Bank Account Rpt ESPPayee Bank Account Report

ESP

On or Off-Cycle?

A batch process prompts PeopleSoft Global Payroll to

send absence data to PeopleSoft Time and Labor

Integration (COBOL): GPPDPRUN

Update profit sharing definitions - MEX

Define PTU-Profit Share MEX

See "Track Time and Labor"

Summarize and print employee pay elements

Generate PayslipReprint Payslip Copy

Regenerate Original Payslip Manage Payslip ProcessesCreate/Print Payslips AUSCreate/Print Payslips BRACreate/Print Payslips CHECreate/Print Payslips DEUCreate/Print Payslips ESPCreate/Print Payslips FRACreate/Print Payslips GBRCreate/Print Payslips HKGCreate/Print Payslips INDCreate/Print Payslips ITACreate/Print Payslips JPNCreate/Print Payslips SGPCreate/Print Payslips MEXCreate/Print Payslips NLDCreate/Print Payslips NZL

Create / Print Payslips MYS

Review calculation results - SGPMessages SGP (rpt)

Decide if need to create or

update...

Identify payees; create, update, freeze or cancel

calculations

Load payable time from PeopleSoft Time and Labor into Global Payroll

when the Calculate phase of a pay run is initiated

Integration(COBOL): Process Payroll/Absence

Post/unpost festive advance information - MYS

Post/Unpost Festive Advncs MYS

Create and review paycycle reporting information - ITA

Payroll Results Register ITAPay Element Summary ITA

Pay Element History ITA

Create/update SDI triggers and update SDI records - MEXCreate SDI Triggers MEX

SDI by Anniversary and SMG MEX

Create and review paycycle reporting information - DEU

Payroll Results Summary DEUPayroll Rsts Summary Year DEU

Payroll Results Register DEUOverpayment List DEU

Pay Balance DEUTotal Compensation DEU

Element Contribution List DEU Company Loan DEU

Create accounting and reconciliation reports

Create Accounting Voucher CHECreate Accounting Voucher DEUCreate Reconciliation List CHECreate Reconciliation List DEU

GL Costing Report ESP

Review calculation results - GBLPayee Iterative ListResults by Calendar

Results by Calendar GroupPayee Messages

Payee StatusProcessing Statistics

Element Resolution ChainAdministrator Results

Identify payees for the off-cycle payroll run and create

group for processingOff Cycle Request

Off Cycle Calendar Group

Review calculation results - ESPIRPF Calculation Results ESP

Create calendars for payroll and absence processing

CalendarsAutomatic Calendar Creation

Reconcile?

Create and review paycycle reporting information - USA

Bonds Report and Interface USA

Maintain inhabitant tax data JPNLoad IH Tax Payment Data JPN Maintain IH Tax File Data JPN

Create IH Tax File JPN

IH TaxJapan


PeopleSoft Enterprise Create Payroll Regulatory Reporting and Tax Information using PeopleSoft Global Payroll


Employee


Hong Kong

Germany

France

Brazil

Australia

India

Italy

Japan

GreatBritain

Mexico

Netherlands

New Zealand

Singapore

Spain

United States

Switzerland

Malaysia

Capture data, update and create IR56 reports

Create IR56 Data HKGReview/Update IR56 Data HKG

IR56E Report HKGNew - Terminated Rpt HKG

MPF Remittance Statement HKG

Create a printed letter for terminated or laid off payees

Create Termination Letters ESPManage Terminations ESP Company Certificate Report

ESP

Process terminationP45 GBR

P45 Identification GBR P45 Identification

Results GBR

Create and review reportsIMSS Base Over Cap Report MEX

Variable SDI Report MEXMultiple Information MEX

Inter-company Payee Detail MEX

Create tax reports ItalyF24 Control Report ITA

Type of Reports?

Create data non-citizen employee's termination, update and create

reportsCreate IR21 Forms SGP

IR21 Forms SGPPrint IR21 Forms SGP

Extract Unified DADS data, update and create reports

Extract DADS Data FRAUpdate DADS Sending Refs FRAUpdate DADS Companies FRAUpdate DADS Sit. Empl All FRA

Update DADS Employees All FRA Update DADS Sit Dtls All FRA Update DADS Sit Empl FRA

Update DADS Situation Dtls FRAUpdate DADS Employees FRA

Update DADS Situation Dtls FRA

Create the employer's return of remuneration and pension

reportsDefine IR56B/M Controls HKGCreate IR56B Elec File HKG

IR56B Report HKGIR56M Report HKG

Create GPS report GPS Report BRA

Create a printed letter for terminated or laid off payees

Create Term/Layoff Letters MEX

Country?

Type of Reports?

Create EDI audit GBREDI Audit by Employee GBR

EDI Audit by Submission GBR Process EDI GBR

Create tax reports NLDPers. Information Report NLDTax Reductions Report NLD

Year-End Employee Report NLDTax Summary Report NLD

Create regulatory reports SwitzerlandBESTA Employment Statistic CHE

Salary Structure Analysis CHEEO Pay Card Report CHE

FAK Contributions Report CHE FAK Contributions Year CHE

Create Provident Fund Remittance Reports

PF Remittance Statement IND

Create reports for social security

SI Summary Report NLDSI Contribution Request

NLD

Prepare reports of people leaving the country that are not

citizensSpecify Departure Details HKG

IR56F Report HKGIR56G Report HKGIR56F Report HKGIR56G Report HKG

Create DARF, DIRF, and IREN reports

DARF Report BRAMonthly DIRF Report BRA

IREN Report BRA

Create tax reports AUSPayroll Tax Report AUS

Create TFN File AUSBAS Information Report AUS

Create SUA filesSUA - Transact File MEXSUA - Payee File MEX

SUA - Disabilities File MEX SUA - Affiliation File MEX

SUA - Loans File MEX

Create regulatory reporting information for Germany

Payroll Statistics Report DEUPayee Compensation Report DEU

Industrial Statistics DEU

Tax reports IndiaProfession Tax Report IND

Allowance Taxable Amounts IND

Create IRAS Tax FormsIRAS Tax Forms SGP

IRAS Benefit Rates SGPCreate IR8A/IR8S Forms SGPCalculate Appendix 8A SGP

IR8A/IR8S Forms SGPAppendix 8A Forms SGPAppendix 8B Forms SGP

Print IR8A/IR8S Forms SGPPrint Appendix 8A Forms SGPPrint Appendix 8B Forms SGP

Create IR8A File SGPCreate IR8S File SGP

Create Appendix 8A File SGPCreate Appendix 8B File SGP

Type of Reports?

Create and review social insurance reports for Italy

DM10 Report ITAGV93 Report ITA

Contribution Report ITA770 Report ITA

INAIL Year-End Report ITA

Create certificates reportsExtract Certificates Data FRA

Certificates Report FRA Update ACC/MP Certifs FRA

Update Ill/Mat Certifs FRA

Calculate reportable Fringe Benefit Tax (FBT) collections and review

Collect FBT Earns AUSRvw/Update Payee FBT Earns AUS

Create CP forms MYSCP22 Forms MYS CP39 Forms MYS

Create Regulatory Reporting and Tax Information for USA

Maintain Tax Profile USA Maintain Tax Data USA

Create CUD reportsCUD Report ITACUD Data ITA

Electronic CUD Report ITA

Type of Reports?

Create IMSS notice for employee transactions

IMSS Report Notices MEXIMSS EDI Notices MEXIMSS Mag Notices MEX

Review IMSS Notices MEXANN - Risk Factor Report MEX

Type of Reports?

Create payee's payment summary, review, create reports and electronic

file to ATOCreate Pmnt Summary Data AUSReview Pmnt Summary Data AUS

Review/Update ETP Data AUSPayment Summary Exceptions AUSPayment Summary Reconcile AUSPayment Summary/ETP Certs AUSCreate Pmnt Summ Elec File AUS

Create IRD data, review and create reports NZL

Create IRD Data NZLReview IR345/6/8 NZL

Review EE IR348 Data NZLReview IRD Exceptions NZL

Create IR348 File NZLCreate IR348 Report NZL

Print QES Report NZ

Process terminations ITATFR Reports ITA

Create reporting data, submit files and create reports

CPF/FWL Late Interest SGPCreate CPF Reporting Data SGP

Create CPF-PAL Internet SGPCreate CPFLine SGP

CPF Mthly Contribution Rpt SGPCPF Mthly Contribute List SGPCPF Adjustment Report SGP

Process terminations MYSCreate CP21 Data MYS

Create CP22A Data MYS Print CP21 Forms MYS

Print CP22A Forms MYS View CP21 Details MYS

View CP22A Details MYS

Create Social Security reports ESP

Create FAN File ESPTC1 Report ESP

Company Certificate Report ESPCreate FDI File ESP

FDI Confirmation ESP Collective Report ESP Individual Report ESP

Type of Reports?

Type of Reports?

Define parameters for Service Takers, identify payees, verify SEFIP parameters and create report

Service Taker Data BRAService Taker Transactions BRA

SEFIP Parameters BRASEFIP Report BRA

Process terminations BRATermination Contract Rpt BRA

Unemployment Insurance Rpt BRA

Create statutory reports for Great Britain

P11 - Part 1 GBRP11 - Part 2 GBRP11 - Part 3 GBR

P32 GBR

Create new or amended Pay and Pension numbers to be sent to

EDSMT3 - Pay/Pension Numbers GBR

Extract DUCS Data, adjust headcount, update and create files

Create DUCS Data FRAAdjust DUCS Headcount FRA

Update DUCS Data FRAUpdate TRC Data FRA

Create DUCS/TRC/DRA File FRA

Type of Reports?

Create pension reports CHEInbound Pension Data CHE

Outbound Pension Data CHE Pension Interface Download CHE

Pension Interface Upload CHE

Create Regulatory Reporting and Tax Information for MYSSpecify Benefits in Kind MYS

Define CP38 Data MYS Maintain Tax Data MYSTax Receipt Table MYS

Create CP159 Data MYSView CP159 Details MYS Print CP159 Forms MYS Create CP8A Data MYS View CP8A Details MYS Print CP8A Forms MYS

Finalize CP8A Details MYS Print Form 8D MYS Print Form E MYS

Print PCB 2 (II) MYS

Type of Reports?

Create tax reports SwitzerlandSource Tax CHE

Maintain LAW Data CHEOverride Tax Stmt Data CHEReview Tax Stmt Data CHE

Source Tax Year Report CHETax Statement Report CHENon AHV/ALV Report CHE

UV Year Report CHEAHV Year Report CHE

Maintain LAW data 2006 CHEOverride Tax Stmt 2006 CHE

Source Tax Month Report CHETax Statement 2006


Payroll

Create tax reports ESPCreate 111/110 Model File ESP

Create 190 Model File ESPTax Deductions Report ESP

Create 296 Model File ESP Create 345 Model File ESP

Type of Reports?

Create social security/ insurance reportsSI Contributions Report DEU

Emplr Liability Summ Rpt DEUEmplr Liability Detail Rpt DEU

Compulsory Health Ins Rpt DEUKUG Report DEU AZ Report DEU

Type of Reports?

Define DEUEV facts and events, review and create reports

Define Business Evnt DEUEV DEURun Daily DEUEV DEU

Run Monthly DEUEV DEUChange Currency DEUEV DEU

Start System DEUEV DEUTerminate System DEUEV DEU DEUEV Reported Events DEU

DEUEV Triggers DEUDEUEV Reportable Events DEU

DEUEV Statistics DEUDEUEV Process Status DEU

DEUEV Report Generation DEUCreate DEUEV File DEU

Create enrollment and termination reports

Enroll and Term Reports IND

Create regulatory reporting information for Australia

QTR-ABS Avg Wkly Rpt/File AUSQTR-ABS Empl Srvy Rpt/File AUS

Type of Reports?

Create tax reports MexicoState Taxes by Loc Report MEX

Federal Taxes Report MEXForm 37 Report MEX

Form 37 Additional Data MEXSalary Credit Report MEX

Fixed SDI Report MEX

Print forms MYSPrint EPF Form A MYS

Print EPF Summary MYS

Type of Reports?

Identify tax info and create tax reports USA

Federal Tax Data Status USA Identify W-4 Exempt Payees USA

Identify W-5 EIC Payees USAQuarterly Tax Reports USA

Reset W-4 Exempt Payees USA Reset W-5 EIC Payees USA

Tax Deposit and Liability USA Tax Summary Reports USA W-4 ePay Audit Report USA

W-4 Exempt Payees Report USAW-4 IRS Report USA

W-5 EIC Payees Report USA Employee SSN Verification

W-4 Print – Self Service

Extract termination data, update and create reports

Extract Termination Data FRAUpdate Termination Data FRA

Termination Report FRA

Create tax cards, statements and reports Germany

Create New Tax Card DEUTax Registration Report DEU

Tax Auditor Access DEU Tax Statement Report DEU

KVDR Change Process Trade Tax Report DEU

Create employee state insurance remittance statements

ESI Remittance Statement INDType of

Reports?

Create the report for GRFC

GRFC Report BRA

Create year end tax reports GBR

P14 / P60 GBRP35 GBR

P46(Car) GBREnd of Year Return GBR

Uplift Tax Codes GBR EOYR Pre Validation GBR Extract P11D Data GBR

Define reporting form attributes and create reports

Define Form 3A Data INDDefine Form 5 Data INDDefine Form 6 Data IND

Define Form 12BA Data INDDefine Form 24 and 16 Data IND

Create Year End Reports INDDefine Form 24Q Data IND

Print Form 24Q INDPrint ESI Form 7 IND

Print LWF Report

Type of Reports?

Tax reports MexicoANN - Tax Adj Report MEX

ANN - Subsidy Factor Calc MEXANN - Subsidy Factor Rpt MEX

Type of Reports?

Create pension DEUBVV Transfer Disk DEU

Print SOSCO forms MYSPrint SOCSO Form 2 MYS Print SOCSO Form 3 MYS

Print SOCSO Form 8A MYS Print SOCSO Form 8B MYS Print SOCSO Summary MYS

Set up year end adjustment YEA Self Service Setup JPN

Create social insurance reports JPN

SI Bonus Payment Report JPN SI Create Bonus Rpt File JPN SI Create Other Rpt File JPN

SI Create Remun Rpt File JPN SI Mthly Rev Remun Rpt JPN SI Premium Inquiry Rpt JPN

SI Premium Summary Rpt JPN PI 70 Years Old EE Rpt JPN

Review and update information used for tax reporting

Year End Adjustment Info JPNDependent Tax - JPN Employee Tax - JPN

House deduction - JPN Spouse Deduction - JPN Nonlife Insurance - JPN

Life Insurance - JPN

Review and approve YEA Self Service data enter by the employees

Load YEA Self Service data JPNRvw/Appr Self Service Data JPN

Payee Birthdate JPNPayee Address JPNPayee Phones JPN

Payee Tax JPNPayee Dep Tax JPNPayee Life Ins JPN

Payee NonLife Ins JPNPayee Spouse Info JPNPayee House Info JPN

Measure Deployment

Effectiveness

Create remuneration and pension reports, obtain approvals and update

Load SI Monthly Remun JPNReview SI Mthly Remun JPNSI Mthly Rev Remun Rpt JPN

ANN-SI Mthly Reg Remun Rpt JPNANN-SI Mthly Sum Remun Rpt JPNANN - Basic EI Premium Rpt JPN

ANN - EI Exempt Report JPNUpdate SI Monthly Remun JPN

Type of Reports?

Create withholding tax reports JPNLoad YEA Report Data JPN

Rvw/Update YEA Report Data JPNWithholding Tax Report JPN

Process terminations JPNCreate Ret Allow WT RPT JPN Load Unemployment Cert JPN

Load YEA Report Data JPN Print Unemployment Cert JPN

Update Unemployment Cert JPN

Create tax reports and maintain IH tax data JPN

Pre-Load Inhabitant Tax JPNLoad Inhabitant Tax JPN

Inc Tax Withhold Reg Rpt JPNMthly Inhabitant Tax Rpt JPN

Municipality Audit Rpt JPNTax Difference Carry Over JPN

Create year end tax and withholding reports JPN

Maintain Year-End Adj Data JPNEI Newly Enroll Empl Rpt JPN

Rvw/Update YEA Report Data JPNWithholding Tax Report JPN

Wage Payment Rpt JPNWage Payment Summary Rpt JPNLegal Payment Summary Rpt JPNReport YEA Dependent Ded JPNReport YEA Ins and Spous JPN

Create files and review tax dataIRPF Tax Data Review ESP IRNR Tax Data Review ESP

Create 111/110 Model File ESP Create 216 Model File ESP

Create assignments and perform PIS

processingPIS Assignment BRA PIS Processing BRA

Maintain wage certificatesLoad Wage Cert at 60 JPN

Update Wage Cert at 60 JPN Print Wage Certificate JPN

Perform year-end processing

DIRF Report BRA RAIS Report BRA


Tax Form Definition USADefine Preprinted Forms USA

Tax Form Print Parameters USAYear End Pre-Load Report USA

Year End Data Load USA Year End Post-Load Report USA Wage and Tax Statement USA

Year End Data Audit Report USAYear End State Totals USA

Year End Print USA Transmittal Totals USA

Prepare W-2c Data USA Prepare W-2cPR Data USA

Update DADS Fees FRAUpdate DADS Establishments FRA

Create DADS File FRAUpdate TRC Data FRAOutput DADS Data FRA

Validate DADS Data FRAList DADS Errors FRA


Audit Correction Data USA Year End Correction Forms USA

MMREF Parameters USA Create Federal MMREF 1 USA Audit Federal MMREF 1 USA Create State MMREF 1 USA Audit State MMREF1 USA

Create Federal MMREF 2 USA Audit Federal MMREF 2 USA

Arizona Withholding Update USA


PeopleSoft Enterprise Measure Deployment Effectiveness

Enterprise Help Desk Agent

Travel and Expense Manager


Data Administrator





Manage Absences



Provide Help Desk Support

Manage Expenses


ManagePayroll

Plan Deployment

Determine the Analytics

Required to Support

Processes

Understand the Business Process

Analyze Deployment Performance

Map Data Elements

Required to Create Analytics

Perform Activity-Based Analytics

Post Information to Performance

LedgerBuild Business

Intelligence Repositories

Create KPIs and Measure

Performance


PeopleSoft Enterprise Build Business Intelligence Repositories


Data Administrator

Application Administrator

Perform Activity-Based Analysis

Setup a profitability data martTime Dimension

Account TreeAccount Nodes

Setup a supply chain data mart

Time Dimension


Ledger


Performance

Build the data martsActivate Build Components

Build Data Mart

Setup a workforce data martData Mart Variables

Workforce GroupWorkforce Group Set

Time Dimension

Type of data mart?

Load operational data store using ETL maps and

Informatica PowerMart ETL

tool

Setup shared dataDataMart Definition

DimensionElement

FactHierarchy

Metric PermissionsMetric MetadataReport MetadataReview Data MartReview ElementsReview Hierarchy

Setup a financial data martTime DimensionFact Variables

Setup a customer relations (CRM) datamart

Map Campaign MetricsTime Dimension

CRM Fact SourceValue Ranges

Territory Tree Data

Analyze Development Performance


PeopleSoft Enterprise Create KPIs and Measure Performance


Data Administrator

Employee

Yes

No

Review personal KPI information

My KPIsMy Manual KPIs

Manual KPI Search

KPI Query

View assessment results, and a bar chart

of KPI performanceKPI List Chart



Build Business Intelligence Repositories

Create KPI reportsKPI by Strategic InitiativeKPI and Calc by Model

KPI, Target Rules by ModelKPI by Perspective

KPI DetailKPI Target Rule Values

KPI Data Element Values

Calculate and assess KPIsCalculate and Assess KPIs

Review Error MessagesKPI Operands Datamap

KPI Expressions

Create scorecard reportsScorecards by Strategy Tree

Scorecards by KPIScorecards by Assessment Group

Strat Trees w/ Non-Term KPIScorecard Assessment

Strat Component by Strat InitStrat Component by Perspective

Strat Component by KPIStrategy Tree w/ Dup KPI

Create portfolios to compare scorecards to others, if needed

Setup Portfolios






Assessment




Assess scorecards and create notifications

Run JobstreamRun Multiple Jobstreams

Assess ScorecardsApply Manual Assessments

Send NotificationsReview Error Messages


View performance results by category

Perspective Assessment

Create scorecardDefine Scorecard Details





Map Data Elements Required to Create

Analytics



ObjectsTarget Rule

OptionsWeight Scale


View information about scorecard components

and KPIs My Favorites

Review resultsMy Profile

Scorecard at a GlanceSwitch Scorecards

KPIs by PerspectiveStrategyKPI List

KPI ExceptionsSearch Portfolio

Search Detail by STSearch Summary by ST


PeopleSoft Enterprise Map Data Elements Required to Create Analytics

Data Administrator

Fact Data

CriticalData

Dimension Data

SCM CommonReason CodeRegion Code

Business Unit TypeSupport Team Member

Sales PersonSales Order

SCM APInvoiceVendor

Vendor Govt CertTransaction PartyMatching RulesMatch Exception

VoucherAP Disbursements

SCM CostCost Element

Cost Overhead Rate CodeCost Version

SCM InventoryItems

Item TypeItem Category CodesItem Master Header

FamilyGroup

Stock TypePackage Code

Warehouse

SCM ProductionEngineering Change OrderEngineering Change Order

ApprvProduction Operation Times

Production AreasWork CenterSCM Purchasing

RequisitionBuyer

Purchasing Item AttributesPurch Item Business Unit

Item Vendor LocationPurchase Order

Origin Purchase OrderReturn Materials

AuthorizationVendor Return

SCM Shipping & Receiving

ShipShipping Location

CarrierDistribution Network Code

Distribution Network Header

Receiver Header

Select Dimensions for Supply Chain (SCM) Warehouse

HRMS CommonUnit Code

Industry CodeSetup Geography ID MapGeography ID Map Report

Financial CodeAccount Codes

Budget Period Bus UnitAction Type

Establishment CodesAction Reason Map

Standard Letter CodeDuration Group Definition

Termination Reason Map Report

HRMS ApplicantsApplicant Information

Applicant AccomplishmentApplicant Competencies

Applicant DisabilityApplicants Email

HRMS BenefitsCoverage CodeDependent Data

Leave Benefit EnrollmentsStock Plan

Benefits Valuation MapBenefits Valuation Map

Report

HRMS CompensationCompensation Code

Compensation Deduction MapCompensation Earnings MapCompensation GP Pin Map

Deduction FrequencyDepartment Budget Ded DistDepartment Budget Earn Dist

Employee Variable CompRate Code Group Code

Variable Comp Plan

HRMS Employee & JobPersonal Data

Personal NamesNational ID Type

Personal Data National IDPrior Work Experience

EmploymentPosition

Job CodeJob Code Set

Job TasksJob Code Task Definition

Job Code Comp RateJob Earnings Distribution

DisabilityHealth and Safety Data

Works Council

HRMS SalaryReview FactorReview ScaleReview Rating

Rate CodeGrade

Matrix PercentIncrease Matrix

HRMS TrainingCourses

Course Goal-CompetencyCourse Instructors

Course SessionCourse Session Cost

EmployeesGeneral Demand

General Demand by Department

Training HistoryTraining Program Job

CodesTraining SessionVendor Address

Vendor Policy Detail

HRMS CompetenciesCompetencies

AccomplishmentsCompetency TypesCompetency Cluster

RoleRole Competency

Role AccomplishmentCompetency of Competency

TypesCompetency of Comptncy

ClusterCluster Compnt AccomplishmentCompetency Rating DescriptionPerson Competency Evaluation

SchoolSchool Education

School Type

Select Dimensions for Human Capital (HCM) Warehouse

HRMS Absence/VacationAbsence ClassAbsence CodeAbsence Type

Employee Time ProfileVacation Bonus Entitlement

Vacation PlanVacation Request

Vacation Service Rate Values

Load data into the Enterprise Warehouse

Run Data LoaderReview Error

Summary

Define data loaderSet Defaults

Define Data LoaderDefine Group

Load Data into the Enterprise Warehouse

Move corrected data from the error tables t o

the target tablesRun Data Loader

Review Error Summary

Review and correct Financial fact data

Expense Accounting LineAccounting Line APAccounting Line AR

Ledger Data Ledger Table

Budget Ledgr Data Project Based Ledger

Customer History Position Impacts

Treasury Deal Det

Review and correct common dimension dataBudget Period

Channel CompanyCustomer

Customer Address Department Geography

Operating UnitProduct

Product CategoryProduct Component

Product GroupProduct PriceGL Account

Import external survey data with the setup ETL batch

Load ETL Session or BatchReview Job History

Review Job SummaryReview Error Summary

Review ETL Descriptions

CommonInventory COGS

Ledger ADBLedger

PF LedgerRevenue

Time LaborBuild Incremental Cube

Retrieve Workforce Survey Data from Third Party Providers

CRM Support/ServiceCall Center Case

Call Center Case DetailCase Association

Case AuditResolution

Agreement LineScheduled TasksTime Log Lines

HRMS CommonBudget Period Bus Unit Establishment Codes

Account Codes

HRMS ApplicantApplicantApplicant

AccomplishmentApplicant Competencies



Personal Data DetailsPersonal Names

National ID TypesPersonal National IDs

Prior Work ExperiencesEmployment

PositionsJob CodesJob Tasks

Job Code Task DefinitionJob Code Comp Rate

Job Earnings DistributionDisability

Injury IllnessWorks Council

Entitlements Definition


Competency TypesCompetency Hierarchies

Competency Cluster TablesCompetency of Comp

ClustersAccomplishments

Accomplishment ClustersRole Competencies

Role AccomplishmentsCompetency of RolesCompetency Rating

DescriptionsPerson Comp Evaluations

Course Goal-CompetenciesSchool TypesSchool Codes

School Educations

HRMS BenefitsDependent Data

Leave Benefit Enrollments Stock Plans

HRMS SalaryReview Factors

Salary Step Salary Grades

Salary Rate CodeSalary Plan

Salary Matrix PercentSalary Increase Matrix

HRMS CompensationDeduction FrequencyDept Budget Ded DistDept Budget Earn Dist

Employee Variable Comp Detail

Rate Code Group CodeVariable Comp Plan

HRMS Absence/VacationAbsence CodeAbsence Type

Employee Time ProfileVacation Bonus

Entitlement Vacation Plan

Vacation RequestVacation Service Rt

Values HRMS Training

CoursesCourse ExpensesCourse InstructorsCourse Sessions

HistoryTraining Session

General Demand by DeptTraining Program Job

CodesVendor Address


HRMS Workforce Analysis

Absence ClassEmployees

General DemandRole

Role AccomplishmentsRole Competencies

Role TasksRole Task Definition

Role Task-Accomplishments

Role Task-Competencies

Review and correct HCM dimension data

Add or update info about the engineMetaData Engine


engine info Create engine instance, identify jobstream

processes, and run sequence

Job Meta DataProcesses in Jobstream


No

Yes

Identify temporary table instances

and build a project (Application Designer)

PeopleTools Options

Create record suites

Record Suite

Identify records suites for a jobstream

Jobstream Record SuiteYes

No

Decideif record suites

exist

Track progress, if needed

Record SuitesRecords in Jobstream

Temporary Table

Review cumulative processing, if neededRecord Suite History

Jobstream HistoryTemporary Table History

Create Jobstream Information

Summarize error statisticsSummarize Error Statistics

Define framework?

Type of dimension data

Load the Operational Data Store


Informatica PowerMart ETL tool




Define and create ETL mappings

Setup Code ValueSetup Load Date/Time

Setup Job OptionsSetup ETL Defaults

Create ETL Load Mappings

Select other dimensions

Review and correct Financial Services fact data

BalancesInstr. Calc StatDemographic

Instrument Event Instrument Balance

Index Rate Income

Instrument Volume

Instrument. LedgerInstrument Option Instrument Other

Participant Interest Rate

Instrument Status Instrument Swap Payment HistoryTreasury Position


Performance

Retrieve workforce analytic data?

Budget PeriodChannel

CompanyCustomer

Customer AddressCustomer Group

Customer SegmentsDepartment

Department Node

Select Dimensions Common to all Warehouses

GeographyLocation



Product GroupProduct NodeProduct Price

Review and correct critical errors

TableSet IDRecord Group

TableSet Control(PTools)

Performance MeasurementGeneral Ledger

PF Unit Scenario DefinitionGL Unit Ledger DefinitionLedger Mapping Defaults

Source Unit Mapper

Create currency conversion rules

Identify RulesCreate Set of Rules

Associate Rules to JobReview Conversion Messages

Review and correct CRM fact data

Review and correct?

HRMS CompetenciesAccomplishment

WA AccomplishmentsCompetency

Competency Facts Competency History

Reviewer Competency

HRMS RecruitmentJob Req Codes

Applicant-Pos ApplStaffing

Recruitment ExpenseRecruitment Offer

HRMS OtherAbsence History Benefit History

Employee Job History Employee Review

JobMajor Fact

Stock GrantVacation Accrual

Earnings Balance Earnings Balance CAN

Review and correct HCM data

Create rule tables or other mappingRule Metadata

Table MapData Map

Create or Update

Metadata

Decide which action is

needed

Search for existing metadata

Metadata Search

Delete existing metadataImpact AnalysisDelete Metadata

Add NewObject

Search for Existing Object

Delete Metadata

Assess Impact of changes

Impact Analysis

Validate and compile other metadata changes, if

neededMass Validate

Compile Metadata ChangesProcessing Messages

Add new metadata objectRecord MetadataRecord Summary

Tree MetadataSetup Tree Compare

Process Tree CompareReview Tree Compare

Review Super TreeUpdate Super TreeReport MetadataUser FunctionsValue objects

Metric MetadataJob Total Metadata

Balance Rules Metadata

Define how to use the data, such as, restrict info, scale

info, or mathematical calculations for virtual

columnsFilter

ConstraintDataSet

Expression


Define BAM templates

Define Template

Create/Update Models

Define BAM models

Define Models

Review information about models that

have been checked out

Checkout Information

Update user information and

recalculate modelsUtilities


DefineModels andTemplates

ReviewChecked

Out Models

Create/UpdateModel

Integrate with Business Analytic Modeler (BAM)

Complete Workforce Survey data mapping definitions

Industry Code MapJob Code Map

Workforce TreesSurvey Compensation Code

Survey Financial CodeSurvey Geography IDSurvey Industry Code

Survey Unit Code

CRM MarketingSFA Leads Lead Tasks

Lead Products Opportunity Products

Forecast DetailCampaign Metrics

Create Workforce Survey setup reports

Compensation Survey DataBenchmark Survey Data

Unit Code MapCompensation Code Map

Geography ID MapIndustry Code Map

Job Code MapFinancial Code Map

Employee Survey DataOperator Defaults

Type of warehouse?

CRM CommonChannel Partners

IndustryTerritory

CRM MarketingLeads

Marketing ListMarketing CampaignMarketing Campaign

WaveChannel Activity

Channel InstanceChannel Medium

Offer Discount

CRM Service/SupportCall Center CaseCase Lead Error

Case TypeCase SourceCase Status

Installed ProductProduct Category ErrorEntitlements Definition

Entitlement Plan HeaderGroup Member Cost Error

CRM SalesSales User QuotaMetrics Records

Opportunity ContactsSales ModelSales Team

Sales Model StageOpportunity Header

Sales ForecastCompetition Information

CRM Service/SupportProvider Group Cost

Categories Provider GroupService Level

Solution Product ErrorSolution/Product Link

Timeframe PeriodAgreement Header

Agreement LineAgreement Line Entitlement

Review and correct CRM dimension data

CRM Sales Opportunity HeaderOpportunity Close

Opportunity Sales RepOpportunity Quote

Determine Analytics Required

to Support Processes

Identify organization specific dimensions,

sources, rules, and job associations

Create Fixed Basis Dimensions

SourcesRules

Rule SetJob Association

Define Allocations

Define multi-dimensional processing

Create Assignment RulesDefine Rule Set

Rename Data RulesAssociate Ruleset to Job

Decide typeof allocation

Data

Financial

Create business frameworkSetup Account Types

Define AccountsAccount Nodes

Define ScenariosDefine Models

Technical ScenariosSetup Ledger Event Codes

Retrieve Workforce Data from Internal Sources

Create Workforce Analytics tree structures

Account TreeCompensation Tree Competency

TreeFinancials Related Department Tree

FINCODE TreeOrganization TreeGeography Tree

Industry TreeJob Code TreePosition Tree

Unit Code Tree

Map personnel actions for setting up the tableAction Type

Action Reason MapTermination Reason Map Report

Map locations to Geography ID codes

Geography ID MapGeography ID Map Report

Map compensation codes and plan values

Compensation Deduction MapCompensation Earnings MapCompensation GP PIN Map

Benefits Valuation MapBenefit Valuation Map (RPT)


Ledger

Create aggregate information based on business unit tress or

scenario trees Business Unit

ScenarioCreate aggregated

Performance Ledger information based on

calendars Calendar

Create aggregated General Ledger information based

on calendars General Ledger

Decide type of information

Business Units/

Scenarios

Performance Ledger

General Ledger

Create Rollup

Accounting Information



Sales Person Order Project

SCM APInvoice Vendor

Vendor Govt CertMatching RulesMatch Exception

Voucher AP Disbursements


Cost Overhead Rate Code Cost Version

SCM InventoryInventory Items

Inventory Item Type Inventory Item Category Code

Item Master HeaderInventory Family Inventory Group Inventory Stock

Inventory Package

SCM ProductionEngineering Change Order

Eng Change Order ApprovalProduction Operation Times

Production AreaWork Center

SCM PurchasingRequisition

BuyerPurchasing Item Attributes

Purchasing Item Business UnitItem Vendor Location

Purchase Order Origin Purchase Order

Return Materials AuthorizationVendor Return

SCM Shipping/ReceivingShip

Shipping LocationCarrier

Distribution Network Code Distribution Network Header

Receiver Header

Review and correct SCM dimension data

Review and edit warehouse data mapping

definitionsSurvey Author

Compensation Code MapFinancial Code MapGeography ID MapSurvey Job CodeSurvey InstanceUnit Code Map

SCM BillingBilling

SCM APAP Accounting Entry

Voucher LineVoucher Schedule

Payment

SCM CostProd Cost by ItemCM Product Cost

Assembly Scrap Costs

SCM InventoryInventory Cycles

Inventory Lot Control Inventory Receiving

CostInventory Trans

Item VolumePhysical Inventory

SCM ProductionActual Prod Hrs

BOMItem SF

Order LineProd Oper List

Order SchedulePL/Prd Intgrt HeaderProduction Variances

SCM PurchasingRMA Receipt Line

PO DistributionPO LinePO Ship

Requisition DistributionRequisition Line

RMA LineRequisition Ln Delivery Schd

RTV DistributionRTV Line

SCM Shipping & ReceivingItems Qty

Receiver DistributionReceiver LineRouting OpsReceive ShipShip Detail

Shipment Fact

Review and correct SCM fact data

CRM CommonTerritoryIndustry

Channel Partners

CRM MarketingLeads

Marketing ListMarketing CampaignMarketing

Campaign WaveChannel Activity


Offer Discount


Opportunity Contacts

Sales ModelSales TeamSales Model

StageOpportunity

HeaderSales Forecast

Competition Information

CRM Service/SupportCall Center Case

Case LeadCase Type

Case SourceCase Status

Installed ProductEntitlements Definition

Entitlement Plan HeaderGroup Member Cost

CategoriesProvider Group Cost

CategoriesProvider GroupService Level

SolutionSolution/Product Link


Agreement LineAgreement Line

Entitlements

Select Dimensions for Customer Relationship

(CRM) Warehouse

Select dimensions for E AS

warehouse

Review Workforce Survey setup

Job Code Set MapJob Code Map

Compensation Code MapGeography ID MapIndustry Code MapFinancial Code Map

Unit Code MapSurvey Providers

Setup shared processing?

Select dimensions for Financials warehouse


PeopleSoft Enterprise Perform Activity Based Analytics

Data Administrator

LedgerResource

EmployeeResource

Yes

Yes

No

Yes

No

No

Yes

Yes

NoNo

Objects

Drivers

Yes

No

No

YesMap ledger expense data to

resourcesCreate Ledger Mapping Rule

Map Ledger Expense to Resource

Create reports for cost objects, calculations, and/or

variancesObject Rate

Transaction CostCapacity Rate Variance

GL DrillbackObject AssignmentObject ContributionCost Object Listing

Object Cost

Review and/or adjust ledger resource information

Adjust Ledger Resource DataAdjust Ledger to Budget

Validate data integrity of the model

Validate Model Integrity

Create reports to audit setupDriver Characteristics

Driver PointerDriver Quantity

Driver RateDriver Rate Source

Inter Bus Unit AssignmentCreate Drillback Data

Define Drillback LevelsActivities by Department

Resource ListingActivities by EmployeeActivities by Workgroup

Activity ListingActivity Fragmentation

Employees by DepartmentEmployees by WorkgroupReview Employee Survey

Assign costs from activities to

cost objects?

Copy existing?

Take appropriate action

ABM Object Variance

Rates

Create or update cost objects

Define Cost ObjectsCost Object Volume

Request analysis of the activity-based modelCreate ABM Cube

Run Jobstream

EIP (FINANCIAL_ACTIVITY_SYNC): Send added or changed activity information to Time and Labor

Create ABM object table

Request ABM Processing

Review results of analysisObject NavigatorTrend Analysis

Variance AnalysisContribution Cost

Cube ResultsReview Driver Rates

Review Driver QuantitiesReview Transactions

Review Fragmentation Based on results of analysis, determine if wish to establish new

end-result targets

Review objectsAll ObjectsResources

Cost Object Target Drivers

ActivitiesCost ObjectsObject Details

Delete DriversDelete IBU

DriversDelete Drivers

Review model to balance?

Create or update activitiesDescribe Common Activities

Describe ABM ActivitiesCopy Common Activities

Activity Volume

Review existing model and

determine if able to use for current

analysisReview ABM Model





Analytics

Identify planning and simulation criteria

Define Budget ConstraintsIdentify Spending PatternsSetup Activities in Jobcode

Cost Object VolumeActivity Volume

Create or update?

Use consistent

values to assign costs?

EIP (BUS_UNIT_PF_FULLSYNC): Send full version business unit

information

Add pointers?

Review and/or adjust employee resource information

Update Employee DetailsAdjust Employee Resource Data

Adjust Jobcode to Hire Adjust Object Volume Data


Cost Object Target DriversActivities

Cost ObjectsObject Details

EIP (BUS_UNIT_PF_SYNC): Send new or changed business unit

information

Create pointers to locate drivers

Review Pointer QuantitiesReview Transactions

Define Pointer Define Implicit Pointer

Define Transaction Pointer

Review and/or audit?

Delete drivers?

EIP (FINANCIAL_ACTIVITY_FULLSYNC):

Send activity definition to Time and Labor



Create or update model

Define ModelIdentify Driver Qty

OptionsBill of ServicesBill of Services

ActivitiesDefine Model CreationCreate ABM ModelsCreate Ledger Maps

ABM Driver Rate

Variance

Copy an existing ABM model

Copy Existing Model

ABM Object Rates


Ledger

Create drivers to assign dollar amounts from one

object to anotherDefine Driver Attributes

Define Driver Copy Drivers

Define Driver Quantities Define IBU Driver Charctrstcs

Copy IBU DriverCopy Drivers Model to Model

Assign costs from resources to

activities?

Create or update resourcesDefine Resources

Describe Work GroupCreate Work/Dept ProfileDefine Capital ChargesCreate Employee Profile

Create Employee Resources

Create the planning and simulation data

Run JobstreamUpdate existing or create new model?

Review driversDriver Listing

Resource Target DriversResource ListingActivity Listing

Activity Target DriversCost Object Listing



PeopleSoft Enterprise Post Information to the Performance Ledger

Data Administrator

Yes

AllOther

No

No

No

Yes

Yes No

Yes

Yes

No Yes

No Yes

No

LedgerMapper

No

Yes

Yes

Create or update metadata

Set tolerances?

Review assignment processing results Data Manger Rules

Reconcile balances over

time?

Update scenario for ledger mapped method?

Build Business


Assign rules, define basis and target of the

assignmentValue Objects

Review?

Reconcile balancesReconcile Balances

Createor update

jobstreams?

Move data into the performance journal table

Data ManagerProcessing Messages

Identify tolerances for editing

Job Total MetadataBalance Rules

Metadata

Posting Method?

Clean up journalsRequest Journal

Clean upRequest Journal Clean up (ADB)

Create aggregate info based on

business unit trees or scenario trees


Analytics

Re-edit corrected

data ?


Unpost data to ledger

Unpost Ledger Unpost Ledger

(ADB)

Associate ruleset to a job

Data Manager Job Association



Metadata

Create AB AM object table

Review performance ledger

informationReview Ledger

Details

Re-edit journal entries

Re-Edit JournalsRe-Edit Journals

(ADB)

Set tolerances?

Create engine instance, identify job stream processes , and run sequence

Create or updatemetadata?

Review and /or correct errorsCorrect Errors

Correct Journal Errors (ADB)

Edit journal entriesEdit Journals

Edit Journals (ADB)

Post data to Performance Ledger

Post LedgerPost Ledger (ADB)

Create assignment rule

groupsData Manager

Rule Set

Create and/or update models

Posted inerror?

Map data received from the General Ledger

Map Ledger DataCreate Error Log Report


PeopleSoft Enterprise Development


Human Resources VP

Learning Administrator

Line Manager

Instructor

Determine Individual

Development Goals

Manage Learning Programs

Deliver Learning

PlanOrganizational Development

Needs

Analyze Workforce Development


PeopleSoft Enterprise Plan Organizational Development Needs


Line Manager


Define Development


Define Organization



Plan Successions

Plan Performance Documentation

Create Competency

Strategy


Development Goals

Measure Development Effectiveness



PeopleSoft Enterprise Define Development Goals and Measurements


Line Manager

Employee




Yes

No

Need to Create Goals

Need to Create Measurements

Conduct special projects?

Identify basis for Key Performance Indicators (KPIs)

Data ElementsCalculations

ActionsActivity

Assessment







measurements










Plan Successions

Define Organization


Create portfolios to compare scorecards

Setup Portfolios






ObjectsTarget Rule

OptionsWeight Scale



Calculate, assess and publish KPIs

Calculate and Assess KPIsReview Error MessagesKPI Operands Datamap

KPI Expressions




PeopleSoft Enterprise Plan Performance Documentation


Line Manager

Yes

NoPlan RI

Observations

Create Development

Plans

Define Performance Evaluations

Define Professional Compliance

Requirements

Yes

No

LanguageChecking

DevelopmentContent

PerformanceDocuments

Japan

PerformanceDocuments

PerformanceContent

No

Yes

Clone Existing Profile

Create New Profile

Yes

Course for ProfessionalCompliance Defined

Setup desired rating distributions to be used for

reportingDesired Rating Distribution


Development

Define checks types an RI

needs to passCheck Type

Describe compliance process

steps?

Create content for authoring performance plans to help an employee develop or

exploit current skill levels for a competency

Development Tips

Decide if need to?

Create predefined observation

modelsModels

Capture organization's

mission statementMission Statement

Select responsibilities, goals/objectives, and

competenciesTemplate Definition

Define section attributes

Section Definition

Define specific individual

responsibilities Responsibilities

Define rating models to be used as a rating scale for

competencies or other items that utilize ratings

Rating Model

Plan Training

Decide if need to create rating model

Define alternative wording to be used during review

compositionLanguage Checker

Suggestions

Link Development Tips to competencies and/or

sub-competenciesLink Development Tips

Capture organizational goals & objectives Goals/Objectives

Link individual criteria to enterprise goals,

initiatives and objectives

Template Definition

Define type of performance

documentDocument Types

Identify development plan

compliance activitiesActivity

Note: Rating model setup is required if using

competency evaluations

Decide if need to?

Specify compliance types and regulatory

authorities by company

Company Compliance

Capture organization's

initiativesInitiatives

Define the compliance types

required Compliance Type

Define workflow notifications using e-

mailCompliance Type

Identify what actions each participant role can perform on each section of the reviewTemplate Definition

Clone an existing template for a review

type or planClone Template

DefinitionClone Employee Review

Template

Define the individual activities

to observeElements

Define the products and product types

used for compliance monitoring

Product Type

Identify development plans courses

Training Course

Identify compliance managers and their direct RI reports

Assign Manager/Supervisor/RI

Identify inappropriate words/language for reviewsLanguage Checker Words

Define a job in terms of

competencies and/or responsibilities

Job Profile

Define customer complaints used

against a regulated individual

Complaint Type

Create or update one or more review templates

Template DefinitionDefine Empl Review

Template

Need to define?

Using competencies?

Define regulatory authority notifications

related to an RI add or change

Regulatory Authority

Assemble development plansDevelopment Plan

Need to clone existing

template?

Define Development


Review or revise the text used to describe employee

performanceResults Writer

Decide if need to?

Set up a default compliance type for each regulated individual hired

Jobcode Compliance

Describe compliance plan business process stepsCompany Compliance

Company Compliance Plan (rpt)

Identify skills, abilities, knowledge

or behaviorsCompetencies

Define performance review type and period

Define Review JPN

Decide if need?

Define regulatory authorities and

classification level Regulatory Authority

Identify development plan competencies and accomplishments

CompetencyAccomplishment

Define Organization


Change compliance

security structureReassign RI

Define optional sub-competencies

Sub-Competencies

Clone an existing Job Profile

Clone Job Profile

No

Add employee and non-employee data to compliance

programEnroll Regulated Individual-RI


PeopleSoft Enterprise Define Organization Competencies and Accomplishments


Competency andQualification

Details

National Vocational Qualifications GBR

Define?

Review and modify the different competency categories or types

Competency Summary

Create rating scale modelsRating Model

Define Development


NVQ ReportsNVQ ListingUnit Listing

Unit/Element

Define competency types

Competency Types

Define National Vocational

Qualifications (NVQ)sAward Body

NVQ Award Bodies

Define specific educational qualifications

SchoolsSchool Types

Degree Subject FPSMajors

Faculty Table JPN

Define profiles for jobs, positions, and

other business entities

Non-Person Profiles




PeopleSoft Enterprise Assess Workforce Competencies


Person to Role

Role toPerson

Teamto Job

Yes

No

Review summary of professional training

coursesTraining Summary

Compare roles to individuals and identify gaps

Role to Person

Createemployee teams?

Review and approve profilesApprove Profiles

Analyze results of gap and

match analysis

Need proficiency analysis?

Search for profiles that meet criteria

Search and Compare ProfilesCompare Profiles

Define Development


Create employee teams

Create Teams

Review competency and NVQ summaries

Competency InventoryLicense/Certificate Renewal

Person Profile ReportNVQs by Employee

NVQs by QualificationEmployee StatusEmployee Plan

Create Competency

Strategy

Compare team members to job tasks

Compare Team to Job Task

Identify individual's scheduled training

Training

Create profiles for employees, contingent

workers, and persons of interest

Person Profiles

Compare an individuals to roles and identify gapsPerson to Role

Plan Successions


Shortage in CurrentCompetency

Requirements

PeopleSoft Enterprise Create Competency Strategy



No

Yes

Review workforce competency and accomplishment inventoryReview Competency Inventory

Search CompetencySearch AccomplishmentReview AccomplishmentWorker Competencies

Worker Accomplishments



Review workforce groupsReview Workforce Group

Review match results and assess current workforce

competenciesReview Match Results

Compare current competency inventory

to strategyRun Competency

Strategy

Define competency model

Setup Competency Model

Create competency strategy

Run Competency Strategy

Review workforce groups?

Define competency match criteria

Setup Competency ModelRun Competency Strategy

Define competency strategy

Setup Competency Strategy

Allocate monetary value to roles and competenciesReview Value Allocation

Create Compensatio

n Plans

Create Compensation

Strategy


PeopleSoft Enterprise Plan Successions


Line Manager

Identify Incumbents

Create/Update Career Paths

Profile Information

NVQs - GBR

CareerAssignment

Summary

Training

Compensation

Career Summaries

Career Plan

CompetencyAnalysisYes

No

Identify Key Positions and Incumbents

Identify Individual to Fill Vacant Key Position

Identify incumbent information

Key PositionsIdentify Key Positions

Need to review?

Specify position prerequisites for

career progressionCareer Path Table

Identify and capture information about key

positionsKey Positions

Identify Key Positions

Decide if need to?

Review NVQs - GBRNVQs by Employee

NVQs by Qualification

Search for employees, candidates, applicants or

contractors eligible to fill key position

Search and Compare ProfilesSearch and Compare Profiles

NVQ Reports - GBREmployee Status

Decide if need to

review

Review career path information and indicate

candidate readinessCreate Succession PlanCreate Succession Plan

View candidates slated to replace successors and identify obstacles

Create Succession PlanCreate Succession Plan

Review/update?

Need further review?

Build an organizational chart

containing a succession treeTree Manager

Determine Individual Development Goals

Identify plan dates and select succession

candidatesCreate Succession PlanCreate Succession Plan

Identify employee's previous employers and job titles Prior Work ExperiencePrior Work Experience

Decide if need to?


Define Development


Maintain position profilesPosition Profile

Create Succession Reports

Internal ResumePerson Profile Report

Decide ifready to finalize

plan

Review employee's training history

Training Training

Review employee's compensation history

Compensation Compensation

Review current job status and job historyCareer AssignmentsCareer AssignmentsDevelopment

Need to Update Career Plansand Development Goals

or High Potential Employees

Plan Development and Update Career Plan

Plan Development and Update Career Plan

Identify competencies, education, honors and awards, licenses/certifications, memberships, languages, and test results

Person ProfilesPerson Profiles

Prior Experience


PeopleSoft Enterprise Determine Individual Development Goals

Human Resources VP

Instructor

Line Manager


PlanOrganizational Development

Needs

MeasureDevelopmentEffectiveness

Deliver Learning

Monitor Employee Scorecards and

KPIs

Track Skills, Competencies and Accomplishments

Evaluate Performance

Plan Development and Update

Career Plans


PeopleSoft Enterprise Monitor Employee Scorecards and KPIs

Line Manager


Data Administrator

Employee

Review personal KPI informationMy KPIs

My Manual KPIsManual KPI Search

KPI Query

Plan Organizational Development

Needs

Review?

Review scorecard results

Search PortfolioScorecard at a Glance

Switch Scorecards












Review strategy resultsStrategy


Review KPI resultsKPIs by Perspective

KPI ListKPI Exceptions






Review?

Identify the scorecard to view when accessing

"View Scorecard"My Profile



View information about scorecard components

and KPIs My Favorites

Perform Job


PeopleSoft Enterprise Track Skills, Competencies and Accomplishments

Line Manager

Employee


Instructor

Competency Information

Career Information

Review RI Development Summaries

Review NVQsGBR


Approve employee competency and profile

updatesApprove Profiles

Review employee progress through NVQs

Person ProfileEmployee Status

Review employee career summaries

Career AssignmentsEmployment

CompensationTraining

Immediate Family

Review evaluation and development summaries for a regulated individual

View RI Development RecordView RI Development Review

View RI ObservationView RI KPI Review

Provide input on current skills, competencies, and accomplishments

My ProfileProfessional Training

Plan OrganizationalDevelopment

Needs

Review NVQ sNVQs by Employee

NVQs by Qualification

Review or update employee competencies and accomplishments

and profile detailsPerson Profile

Prior Work Experience

Review?

Provide input on personal and professional

goals

Perform job

Discuss goals and objectives with employee

Deliver Learning


PeopleSoft Enterprise Evaluate Performance

Employee

Human Resource

Administrator

Line Manager

Manage development documents

Transfer DocumentReset Document Status

Cancel DocumentDelete Document

Manage performance documents



Review performance documents

View Documents

Review results of the create documents process

View Document Creation Results

Create development

documents for groups of

employeesCreate Documents

Create performance

documents for groups of

employeesCreate Documents

Review development documents

View Documents

Monitor Employee Scorecards and

KPIs

Track Skills, Competencies and Accomplishments

Performance or development

documents?

Request additional input on performance

evaluations

Request additional input on development

evaluations

Review results of the create documents process

View Document Creation Results

Performance

Development

Performance No

Yes

No

Yes

Development Review completed development documents

Historical Documents

Review completed performance documents


Administer development documents



Review or update employee

performance documents for current period

Current Documents

Create for group of

employees?

Create performance

documents for direct reports

Create Documents

Create for group of

employees?

Administer performance documents



Review or update employee

development documents for current period

Current Documents

Review development documents for direct and indirect reports

View-Only Documents

Provide preliminary performance ratings for performance documentsEnter Preliminary Ratings

Create performance documents for a group of

employeesCreate Documents by Group

Identify notes about an employee’s performance

Maintain Performance Notes

Create development

documents for direct reports

Create Documents

Review performance documents for direct and indirect reports

View-Only Documents

Create development documents for a group of

employeesCreate Documents by Group

Performance or Development

Documents?

Update and review performance

documents for the current period

Current Documents

Maintain personal notes about your

performancePerformance Notes

Create performance

document for selfCreate Documents

Accept or Decline?

Review completed development documents


Review completed performance documents


Update and review development

documents for the current period

Current Documents

Accept or decline requests to provide performance or

development evaluation for others

Pending Evaluation RequestsPending Evaluation Requests

Create development

document for selfCreate Documents

Receive request to provide

evaluation for others


Documents?Performance

Development

Accept

Decline Performance

Update or review development

evaluations for othersCurrent Evaluations

Review evaluation dataCreate Summary DataView Rating SummaryView Status Summary

Missing Documents ReportLate Documents Report

Receive feedback from other sources

Review the approval status of performance

documentsView Approval Status

Update and review performance

evaluations for othersCurrent Evaluations

Approve or deny documents submitted Approve Documents

Review completed performance

evaluations for othersHistorical Evaluations

Approve or deny performance documents

Approve Documents

Update documents with comments from other reviewers

Maintain Reviewer Comments USF

Review completed development

evaluations for othersHistorical Evaluations

Receive performance or developmental

documents

Evaluation Not Provided

Plan Development and Update

Career Plans

Provide documents to

manager

Provide evaluations

Receive request for input on

performance evaluation


Evaluations?Development


PeopleSoft Enterprise Plan Development and Update Career Plans

Human Resources VP


Instructor

Line Manager

Need to Update Learning Plan

DevelopmentThrough New Duties/

Assignment

Other

No

Need to Update Learning Plan

Define employee career path

Create Career Plan

Create or update training plan based on

the default training plan for the employee's job

code and make adjustments as needed

Create Career Plan

Perform additional competency

analysis?


Identify short- and long-term goals for

employeeCreate Career Plan

Print training and development reports

Career TrainingCareer Plan

Individual Development Plan

Identify employee's rank and potential

and assign employee to a mentor if neededCreate Career Plan

Identify employee's strengths and

developmental areas and create/update development plan

Create Career Plan

Additionalactions

required?

Identify employees' preferences for jobs, geographic locations,

and availability to move into new

positionsCreate Career Plan



Needs


DevelopmentThrough Learning

Schedule testing, licensing, and

other activities to achieve

career goals

Deliver Learning


PeopleSoft Enterprise Manage Learning Programs

Instructor




Needs

Deliver Learning

Define Learning Objectives

Determine Learning Demand

Establish Learning Budgets

Define Learning Programs

Source Learning Content

Schedule and Manage Learning

Resources

Manage Learning Content

Manage Learning Catalog


Events


PeopleSoft Enterprise Define Learning Objectives

Instructor



Compare learner’s competencies to job competency

requirements


Needs

Manually define learning objectives


Review employee competency gaps

and learning objectives

Deliver Learning


Manually create

objectives?Yes

No

Import objectives from external

tables

Map competencies in HR system to

objectives

Receive competency information and proficiency levels

COMPETENCY_SYNC1 COMPETENCY_FULLSYNC1

RATING_MODEL_SYNCRATING_MODEL_FULLSYNC

ROLE_COMP_SYNCROLE_COMP_FULLSYNC

PERSON_COMPETENCY_SYNCPERSON_COMPETENCY_FULLSYNC

Publish learning objectives for the learner population

LRNR_OBJV_SYNCLRNR_OBJ_FULLSYNC

Specify the learning groups that require the

objectives

Identify employees that have not satisfied the

learning required objectives


PeopleSoft Enterprise Determine Learning Demand


Learning Manager


GeneralProfile

Profile using Specific

CriteriaEmployee

Department

CourseYes

No

TrainingAdmin

Identify course and demand details including priority and originator of

the demandGeneral Demand



Needs

Define the number of employees selected by

department, job code and competencies

By Criteria

Identify courses required by employee by budget period

Employee Demand

Create training demand profile based on job

codes and departments Directly

Identify employee training required by course by

budget periodEmployee Demand by

Course

Demand by?

Create?

Create deployed profile?

Define the number of employees to be trained by course(s) by department, by

budget periodDepartment Demand

Define the target audience by course and calculate average

employee training costGeneral Demand

Create demand profile based on selection

criteria Create Delayed Profile

Review global objectivesTraining Plan

Review current requests for learning

activitiesMaintain Learning

Requests

Review learning activities previously

offered (i.e., demand in past years)Training Plan

Review requests for activities not

currently offeredMaintain Learning

Requests

ELMUsing ELM or Training

Admin?

Determine if requested course

will be offeredSubmit Learning

Requests


PeopleSoft Enterprise Establish Learning Budgets


Learning Manager

Global Scenario

CostSummary

ApprovedGlobal

ScenarioDemands

Review cost details and summary information for

the demandSummarize Global

Scenario

Identify employee training costs

Trainees Salary Costs

Learner Training Costs

Delete inactive redundant global

scenariosDelete Inactive Gbl

Scenario

Review the approved demands in a global

scenarioReview Global

Scenario-Apprvls

Define department training allocation by

budget periodDepartment Budget

Create?

Identify training budget to be frozen by budget

period Freeze Budget Period

Identify groups of departments to be

used for budget cost comparisonsDepartment View

Update costs for a group of job

codes or employees

Update Salary Costs

Populate Learner Training Cost

Review list of global scenarios and select the

active scenario for budget period and

business unitActivate Global Scenario

Review training component costs e.g., equipment, vendors, and facilities

Adjust Department Demand

Specify departments, job codes, competency ratings

to includeCreate Scenario by Criteria

Identify which budget scenario to

activateChoose Active

Scenario

Identify costs related to catalog categories and sub-categories

Catalog Costs

Move demands not approved to next

budget periodMove Non-Approved

Demands

Identify the compensation cost of employee training by

job codeJob Code Salary Costs

Job Code Training Costs


Review?

Review?

Specify base currency for cost

trackingBase Currency

Identify budget period dates,

description and business unitBudget Period

Review the approved demands for the active

scenarioReview Active

Scenario-Apprvls

Specify the relationship

between cost unit and duration label

Cost Unit

Create or copy global scenario created

previouslyCreate Global Scenario

Identify the courses to included from the scenario

and create the scenarioCreate Scenario by Criteria Review cost details,

demand summary and training plans by

departmentSummarize Active

Scenario

Develop training plan scenario and adjust

demand by departmentAdjust Department

Demand


Review training budget information

Review Training PlanTraining Plan Cost Details FRATraining Plan Distribution FRAActive Scenario Summary (rpt)Global Scenario Summary (rpt)

Training Plan Summary (rpt)

Define default vendor, facility, equipment and instructor costsCourse Costs

Scenario for Department

Global Scenario

Identify costing information

Maintain Items

Review courses offered and their associated costs

Training Plan

Using ELM or Training

Admin?ELM


TrainingAdministration


PeopleSoft Enterprise Define Learning Programs


Curricula

Create New Learner Group

Update Existing LearnerGroup

Membership

No Changes Needed

No

CreateTraining

RegulatoryInformation

FRA

CreateTraining

RegulatoryInformation

MEX


Yes

No

Yes



Print committee and training plan reports and submit to the STPS -

MEXSTPS DC-2 Format MEX (rpt)

STPS DC-2B Format MEX (rpt)

Create learning group name, specify

environment and owner, and define

membership criteria Maintain Learner

Groups

Print the results of the calculation

process or export to file - FRA

Edit 2483 FRA2483 Tax

Declaration FRA

Define the course categories that form the

training catalogCategory/Subcategory

Create training course reportsEquipment ChecklistAttendance StatusCourse Category

Course DescriptionCourse Equipment

Course RatingCourse Rating Templates

CoursesCourse Vendors

Prerequisite CoursesLicenses and CertificationsTarget Course Certifications

Target Qualifications

Review group setup and report indicators for

training expense reporting - FRA

2483 Indicators FRA

Decide if need to?

Define curriculum programs that follow a

specific learning path to fulfill one or more

objectivesMaintain Programs

Define learner certification programs, time period given and

completion requirementsMaintain Programs

Specify how to classify courses

in the systemCourses

Identify additional course content, learner group, or

agenda informationCourses

Define general course information such as

prerequisites, languages, and target competencies/

accomplishments Courses

Select the learner groups that can view the programs when browsing or searching

the learning catalogMaintain Programs

Create report listing instructors by training program

and submit to STPS - MEXSTPS DC-5 Format MEX (rpt)


Admin?

Identify competencies and accomplishments

instructors need by course

Courses

Type of learning program

to define?

Create calculations for all indicators - FRACompute 2483

FRA

Identify sections, items, attributes, prerequisites,

security, objectivesMaintain Programs


Training offered

in-house

Select all learners that meet the criteria for group membership and add them to the

groupPopulate Learner

Groups

Define mixed committee details including class,

representatives, location and objectives - MEX

Mixed Committee MEX

Identify training report parameters

- FRA2483 Parameters

FRA

Need new course type?

Create mixed committee audit report of Dept of Labor (STPS)

- MEXSTPS DC-1 Format MEX (rpt)

Review learner group

membershipMaintain Learner

Groups

Create new or update existing learner

groups?

Define the equipment and materials that are required for the course

Courses

Certifications

Activate the program

Maintain ProgramsELM

Review the objectives associated with a specific

programProgram Objectives

Mapping

Defines courses associated with each category and creates catalog information

Catalog Organization

Defines program information

Program Information


PeopleSoft Enterprise Manage Learning Content

Learning Content

Developer

Instructional Designer




Note: Learning content is supplied by 3rd-party vendors

Source additional learning content?


Design Content to support new or

existing curriculum or certification

programs

Create new or modify existing learning content

Catalog learning content for

search capabilities

Assemble/group learning content

Publish learning content

Notify Learning Administrator of new content and

competencies and objectives

supported


PeopleSoft Enterprise Source Learning Content



Analyze content that is required

Identify external sources that can provide needed

content

Assess external sources

Acquire learning content


Sourcing online content?

Identify source and standard for

communication between learning management and

content

Load content metadata Test contentYes

No


PeopleSoft Enterprise Manage Learning Catalog



Select the learner groups that can view the items when browsing or searching the

learning catalogMaintain Items


Resources

Define learning catalog categories to enable

users to easily browse and search activities and

programsMaintain Categories

Select the learner groups that can view activities

within this category when browsing or searching the

learning catalogMaintain Categories

Select the learner groups that can view the programs when browsing or searching

the learning catalogMaintain Programs

Update the catalog index so that the

changes appears in the catalog

Rebuild Indexes

Publish learning catalog to learning

population


Define keywords that might be used to search

the catalog to find catalog items

Maintain Keywords

Define delivery method types for course offeringsDelivery Method

Type

Define items, i.e., specific topics of study

for which learning activities are offered

Maintain Items

Define detailed data for the delivery method associated with a particular catalog IDMaintain Delivery Methods



PeopleSoft Enterprise Schedule and Manage Learning Resources

Instructor


Provide preferences for instructing

Instructor Preferences

Track instructor qualifications and

teaching preferencesInstructors

Track supplier information Vendors

Define and maintain facility information

FacilitiesFacility Rooms

What to track?

ELM

Define material details and security and assign to learning

activitiesMaterial

Define equipment details and security

and assign templates, patterns, facilities, and

roomsEquipment


Events

Maintain webcast learning component session

messagesVendor Message

Management

What to track?

Define equipment and material details

Equipment and Materials

Define and maintain facility informationTraining Facilities

Track supplier information Vendors

Vendor Contacts

Training Administration


PeopleSoft Enterprise Schedule and Manage Learning Events

Instructor



Resources

Survey

Test

Web-Based

Webcast

Session

Assignment

Yes

ELM

Training Admin

Using session scheduling

templates?

Create course session reportsStudent Training History

Training Facility SchedulesTraining Instructor Schedules

Training ProgramsTraining Schedules

Course Reports Course Session Roster

Define the specific learning

components that make up the

activityMaintain Activities

Create session templates of common

activity session characteristics

Session Templates

Create webcast learning components that offer instructor-led, virtual-classroom instruction

Webcast Learning Component

Create test learning components

Test Learning Component

Specify materials, add attachments and/or notes to the activityMaintain Activities

Assign instructors, facilities and/or

equipmentSessions

Webcast Sessions

Identify vendor, facility, instructor, equipment

costs per session Course Session Costs

Define miscellaneous course session

expensesCourse Sessions

Create survey learning components

Select the learning groups in which to make the

learning activity available for viewing in the catalog

and enrollmentMaintain Activities

Learning components

needed?

Create web-based learning components

Web-Based Learning Component

Create session learning components for scheduled, instructor-led, classroom-

based trainingSessions Learning

Component

Accept or modify the session patterns created

using a templateSessions

Upload and test content for compliant learning components

Import Content

Create sessions manuallySessions

Webcast Sessions

Create assignment learning component

Assignments Learning Component

Define completion rules for the


Calculate estimated costs of


Identify session length, start and end dates, enrollment constraints

and language Course Sessions

Identify the session location, instructor and required equipment and

materials Course Session Planner

Course Sessions

Define activity pricing, period, duration, and

enrollment constraintsMaintain Activities

Using ELM or Training Admin?


View automatically generated sessions and add to, modify

or delete themSessions

Webcast Sessions

Update the catalog index so that the new activity appears in the

catalogRebuild Indexes

Review and resolve sessions that are in

conflictSession Conflicts

Publish learning catalog and schedules to

learning population

Activate activityMaintain Activities

Deliver Learning

Changes to instructor led learning event?

No

Yes

Update session or webcast learning components

Sessions Learning ComponentWebcast Learning Component

Send notification of changes to learnersActivity Notifications

Review activities and their learning

components associate with catalog items

Activity Components

No


PeopleSoft Enterprise Deliver Learning

Human Resources VP

Line Manager

Learner





Development Goals

Manage Individual Learning Plans

Manage Participant Information

Request Enrollment in

Learning Event

Manage Learner Enrollment and

Completions

Participate in Learning Activities

Track Learning Completion

Results

Approve Enrollment Request

Enroll in Learning Event


PeopleSoft Enterprise Manage Individual Learning Plans

Line Manager

Learner


Browse andSearch Catalog

Review Objectives

Review LearningPlan

Review Objectives

ReviewEnrollment

Status

Create Training Plans DEU

Create NVQ Training Plan

GBR

Add Supplemental Learning


ELM

ELMReview

LearningPlans

Browse andSearch Catalog

AddSupplemental

Learning

Record the date when the employee is expected to start a unit and elements,

and actual start and completion dates - GBR

Person Profile

Review list of current objectives of direct reports Team Learning Objectives

Objectives History

Associate standard training programs with job codes in the Job

Code TableJob Code Table

Add learning from external sources

(supplemental learning)Supplemental Learning

Review team's enrollment progress status or history

Team Learning

Print NVQ plan and status information

for employeeInitialize Plan

Employee PlanEmployee Status

Browse learning catalog for available programs and

activities for direct reportsBrowse CatalogSearch Catalog

Add learning from external sources for team members

(supplemental learning)Supplemental Learning


Learning Event

Action?

Create an overall training plan of the NVQ units that

the employee will take and view the elements that make up the units -

GBRPerson Profile

Review list of current objectives

Learning ObjectivesObjective Detail

Review learning plans and list of activities to support

objectives for direct reportsTeam Learning


Admin?

Group the steps into a training

planPlans DEU

Identify the steps that make up an

educational training program

Steps DEU

Action?

Record details of employees who have registered for an NVQ

- GBR Person Profile

Review learning plan and current list of activities to

support objectivesAll Learning

Add new programs or activities to learning

planEnrollment

Action?

Browse learning catalog for available programs and

activitiesBrowse CatalogSearch Catalog

Add new programs or activities to

learning plans for direct reportsEnrollment

Submit learning request for courses that are not

currently offeredSubmit Learning

Requests

Submit learning request for courses that are not currently

offered but should be added to learning plan for direct reports

Submit Learning Requests

Desired activities found?

Enroll in activities?Yes

No No

Yes

Desired activities found?

Enroll in activities?Yes

No No

Yes







PeopleSoft Enterprise Manage Participant Information

Learner


External Learner

Internal Learner

Create Learner Groups forEnrollment

Track InternalLearner Details

Track ExternalLearner Details

Track Customer Details

Provide personal profile information (external learners)

Personal Information HomeName Change

AddressesPhone NumbersEmail Addresses

Learning Preferences

Update learning customer details

Customers

Track external learner personal and job

detailsExternal Learners

Action?

Subscribe to PeopleSoft HRMS for person information

EIPs:PERSON_BASIC_SYNCWORKFORCE_SYNC

JOBCODE_SYNCPOSITION_SYNC

Internal or external learner?

Provide learning preferences (internal learners)

Learning Preferences

Define and populate learner groups

Maintain Learner Groups

Update learning vendor details

Vendors

Track VendorDetails

Subscribe to PeopleSoft HRMS for organization

informationEIPs:DEPT_SYNC

Track internal learner personal and job

detailsInternal Learners



Learning Event


PeopleSoft Enterprise Request Enrollment in Learning Event


Line Manager

Learner

Manage Participant Information

Approve Enrollment Request

Approval required?

Enroll in Learning EventNo

Yes

Track Training Requests USF

Review Session Status

Track Training RequestsAction?

Review status of course session and student

enrollment Review Session Summary

Track and review the courses that an individual

has requestedQuick Enrollment

Track and review the courses that an individual

has requested and print the request form (SF182) - USF

SF182 (USF)

ELM

No


Approval required?

NoYes

Approval required?

Yes

Request enrollment into an

activityMy Learning

Request enrollment of team members into an

activityTeam Members

Manage Individual Learning Plans


ELM

Request enrollment into training activity

Request Training Enrollment

Request enrollment of employees into training

activityRequest Training Enrollment

TrainingAdmin

TrainingAdmin


PeopleSoft Enterprise Approve Enrollment Request

Line Manager


Learner Request Enrollment in

Learning Event


Review enrollment requested and the approval status

All LearningMy Learning

Training Request Status (TA)

Review the status of employee enrollment requests

Team LearningView Training Request Status (TA)

Approve or decline request for enrollment in an activity and

update statusMaintain ApprovalsMonitor Approvals

Approve Training Request (TA)

Note: The Approval Authority role represents individuals that are either internal or external to the

organization

Approve or decline request for enrollment in

an activityApprove Training Request

(TA)

No

Approved?Administrator

approval required?

Yes

Yes

No

Note: Components with (TA)related to Training

Administration, others are used in ELM.


PeopleSoft Enterprise Enroll in Learning Event


Line Manager

Learner

No Charge for Activity

Obtain Payment

Information

DesignateReserved

Seats

Department Demand

Wait List

Group

Employee Demand

Automated

Manual

Waitlist

Provide information for department chargeback

Manager EnrollmentManager Program Registration

Manager Program Details


Learning Event

Select method of payment and provide payment details

EnrollmentLearner Program Details

Approve receipt of payment

Administer Roster

Select requested activities/programs

Search Catalog

Enroll individual learners or small groupsEnroll Learners

Send confirmation messages regarding

enrollment and registrationProgram

Enrollment

Identify individual learners for enrollment

Enroll Learners

Action?

Review and resolve

enrollment alerts as neededManage

Enrollments

Enroll large groups using batch processing

Process Mass EnrollmentReview Mass Enrollment Request


Completions

Identify reserved seats to be filled

Manage Enrollments

Create and distribute student

training information letters

Integration with Financials system; request chartfield value combination verificationEIPs:COMBO_CD_EDIT_REQUEST ,

COMBO_CD_EDIT_REPLY

Enrollment method?

Update status to "enrolled" and post to sub-

ledgerProcess

Payment Details

Select method of payment and provide details

Manage Enrollments

Note: The system enrolls students up to the maximum spaces

available. Based on the session wait list for the specific session and the

availability of spaces once the session wait list is exhausted, the

system uses the course wait list for

enrollment .

Receive enrollment

confirmation and statusManage

Enrollments

Identify request and scope of authority for enrollment and

registrationEnroll Learners



Register for a program or enroll

in a specific learning activity

Enrollment

Receive enrollment alerts for prerequisites, schedule

conflicts, etc.Program

Enrollment

Register for a program or enroll in a

specific manager learning activity

Manager Enrollment

Receive enrollment alerts for prerequisites, schedule

conflicts, etc.Program

Enrollment

Using ELM

or Training Admin?

ELM

ELM

Review status of prerequisites for

each learner within an activity

Prerequisite Status

Approve Learning Request

Payment approval required?

Yes

No

Enroll employees based on pre-determined

demand profile by budget period

Enroll by Employee Demands

Verify students successfully subscribe in

the course sessions Enroll by Group

Verify that all employees are successfully subscribed

into the course by department and budget

periodEnroll by Department

Demands

Enroll using?

Identify session number and enroll students from

waiting listCourse Session Auto

Enrollment

Enroll employees based on pre-determined department

demandEnroll by Department

Demands

Identify students from group to enroll or wait list

Enroll by Group

Enrollment method?

Identify students to enroll into a session individually

Enroll Individually

Create training enrollment reports

Statistics of EEs EnrolledStudent Training History

Course Waiting List

Track students who requested enrollment into

full or not scheduled sessions

Create/Update Course Wait List

ELM


PeopleSoft Enterprise Participate in Learning Activities

Instructor

Line Manager


Learner

Supplemental

Offered

Webcast

Learner

Line Manager

Instructor

Track Learner Completion

Results

Complete testActivity Progress

Review assigned schedule of

sessions and enrolled learnersView Schedule

PeopleSoft Partner integration to support

AICC/SCORM progress tracking

PeopleSoft Partner Integration to support

web cast progress tracking

Type of learning?

Complete and pass pre-test

Activity Progress

Launch web-based session or materials

Activity Progress

Request learning credit authorization for

supplemental learningSupplemental Learning

Action?

Drop activitySelf Drop Enrollment

Drop Registration

Offered courses

or supplemental learning?

Participant action(s)?

Launch and facilitate webcast

sessionView Schedule

Review learning status and progress of direct reports

Team MembersManager Program Progress

Activity Progress

Drop team member from enrollment

Manager Drop EnrollmentManager Drop Registration

Participant?

Review current enrollmentsMy LearningAll Learning

Complete a survey as part of activity or as a

learning evaluationActivity Progress

Complete assignment

Review syllabus, preparation tasks,

directions to location and special

instructionsMy Learning

Participate in web castActivity Progress

Attend instructor led session

Conduct instructor led

session

Approve supplemental learning

Request learning credit authorization for team

member's supplemental learning

Add Supplemental LearningView Supplemental

Learning

Review team's schedule for their current learning

Team Learning


Manage Learner Enrollment and Competencies

Classroom

Complete learning using

sources external to organization


PeopleSoft Enterprise Manage Learner Enrollment and Completions

Instructor


Learner

Line Manager

ELM

Reschedule

Record Non Course Training

Update WaitList


Completion action?

Integration with Financials system; request chartfield value combination

verificationEIPs:COMBO_CD_EDIT_REQUEST ,

COMBO_CD_EDIT_REPLY

Update learning objectivesEIPs:LRNR_OBJV_SYNCLRNR_OBJ_FULLSYNC

Mark completions of learner's enrollment

using automated process

Auto Mark Activity Completion

Provide notification of change to learner's enrollment or registration

status for an activity or programEnrollment

Update payment information, post adjustmentsEnrollment

Administer Activity RostersEnrollment Payment Details

Registration Payment Details

Manage wait listEnrollment

Completion method?

Review enrollments for pending payments

Administer Program RostersAdmin Registration Approval

EnrollmentPayment Pending

Update completion status per predefined

completion rules

View employee profiles and training summaries

Team Person Profiles Training Summary

Review or update program registrations

Administer Program RostersProgram Registration Detail

Admin Drop RegistrationProgram Roster

Export sub-ledger entries to the GL

Export Accounting Entry to GL

Update sub-ledger Process Payment

Details

Approve employee profile updates

Approve Profiles

Post payments and adjustments to sub-ledger

Process Payment Details

Provide notification of learner's activity

or program completionEnrollment

Substitute or drop a learner from an activity

or programEnrollment

Update program completions and

expirationsProgram Status

Updates

Action?

Provide updated competency information to Humans Resources

EIP: PERSON_COMPETENCY_SYNC1

Record attendance or gradesAdminister Activity Rosters

Learning Component RosterLearner Roster

Using ELM

or Training Admin?

Send email notifications that remind activity instructors and

enrolled learners that the activity is scheduled to start soon

Activity

Integration with Financials system; send the accounting lines to

Financials and update journal ID and date for each sub ledger entryEIPs:LM_ACCTG_LN Outbound,

LM_ACCTG_LN Inbound

Enrollmentaction(s)?

Review, update, or delete profile information as necessary

Person ProfilesTraining Summary



Review, update, or delete profile information as necessary

My ProfileTraining Summary

Action?

Track progress for activities and learning components

Activity Component Progress Learning Component Progress

Record comments about learners

Administer Activity Rosters


Admin?

ELM

Identify supplemental learning completed by learner

Add Supplemental Learning

Reschedule learner for different session

Enrollment

Identify employees and non-employees who want

to enroll in course sessions that are full or

that have not been established

Create/Update Course Wait List

Identify student needing a session or status change, enroll student in proper

session, and review status updates

Reschedule Between Sessions

Create training letters containing student and training information, if

neededCreate Training Letters

Record student enrollment or completion in courses that not

not offered in houseEnroll in Course

Capture billing details for training obtained externally

Enroll in Course

Record learner assignment and test

scoresMark Grades and

Attendance

Record learner session attendance

Mark Grades and Attendance

Review training unit and PO information

Maintain Training UnitsTraining Unit Expiration

Training Unit PoolPurchase Order BalancePurchase Order Usage

Evaluate student's

performance


Track Learning Completion

Results

Review enrollment records and progress status for

selected learnersView All Learning


PeopleSoft Enterprise Track Learning Completion Results

Human Resources VP

Instructor

Line Manager


Learner

Salary

Instructor

Facility

Vendor

EmployeeExpense

SessionExpense

Equipment Unbudgeted

Budgeted

Summary

Track NVQ Progress

GBR

TrackTraining Plan

ProgressDEU

Issue LaborCertificates

MEX

Track NVQ Progress

GBR

ELM

ELM

ELM

Review unbudgeted costs to dateUnbudgeted

Component= Maintain Student Costs; Maintain Learner Costs

Training costs to review?

Review employee salary costs for a course session and budget period and

apply overrides as needed

Review equipment costs for a course session and budget period and apply

overrides as needed

Review instructor costs for a course session and budget period and apply overrides as

needed

Review facility costs for a course session and budget period and apply overrides as

needed

Review summarized employee session costs

EE Session Cost Summary (rpt)Student Ssn Cost Summary FRALearner Ssn Cost Summary FRA

Calculate reimbursement for students completing course with a "pass" or

minimum of a "C"Maintain Tuition Reimbursement

Review employee expense costs for a course session and budget period and

apply overrides as needed

Type of costs to track?

Calculate student costs by budget period by course

session Calculate Student Cost

Review the compared budget and actual training

cost totals for the entire organization

Summary

Review budgeted costs compared to realized training costs to date

Budgeted

Issue warning messages indicating no reimbursement due

to non-passing gradesMaintain Tuition Reimbursement

Calculate totals for all cost elements and compare them to training budget by period

Calculate Planned/Real Costs

Review expenses for a course session and budget period and apply overrides as

needed

Review vendor costs for a course session and budget period and apply

overrides as needed

Review history of completed learningObjectives History


Completions

Review direct report's assessment or grade

information for completed learning

Team Learning

Review history of completed learning for

direct reportsObjectives History

Track the progress of German employees how are participating in the

training plan - DEUInternal Education DEU

Int Prof Education Status DEUReview financial details

General Ledger DetailExternal PaymentPayment UpdatesReview Subledger

Cost Summary

Review certification status and progress

Certification StatusLearner Program Progress


Development Goals


Review progress toward completing objectivesLearning Objectives

Review?

Update status, completion, and certificate dates when all units for

an NVQ have been completedPerson Profile

Action?

Issue labor ability certificates to employees

who have completed training and provide copy

to the STPS - MEXSTPS DC-3 Format MEX

(rpt)STPS DC-4 Format MEX

(rpt)

Create grade reports by activity or learner

Review learning and/or instructor

evaluations

Review assessment or grade information for completed learning

All Learning

Review direct report's progress toward completing

objectiveTeam Learning Objectives

Decide if need to provide

reimbursement for training


Record details of employees who have

not previous registered for an NVQ

Person Profile

Review employee progress through NVQs

Person ProfileCreate completion reports

Certification StatusCurriculum Completions

Item CompletionTranscript by Organization

History by Department

Review certification status for direct reports

Certification StatusTeam Member Cert Status

Review?

Review/report?

Review grades by activity or learner Activity Roster

Activity TranscriptsLearner Transcript


Action?Training Administration

ELM

Identify student feedback on course session

Evaluate Course Session

Capture student feedback and recommendations on completed

training USFIndividual Training Evaluation

Review and assess student training to determine if there is a job skills gap or prerequisites

have been completedReview Training Summary

Review course session detail summary

Review Session Summary


PeopleSoft Enterprise Measure Development Effectiveness



Data Administrator

Line Manager

Instructor


Development Goals

Deliver Learning

Understand Business

Processes

Analyze Recruiting

Performance




Ledger

Determine Analytics

Required to Support

Processes


Needs

Map Data Elements



Performance


PeopleSoft Enterprise Perform Activity Based Analytics

Data Administrator

LedgerResource

EmployeeResource

Yes

Yes

No

Yes

No

NoActivities or

Cost Objects

Yes

Yes

No

No

Objects

Drivers

Yes

No

No

Yes

Copy an existing AB AM model

Copy Existing Model

Assign costs from activities

to costobjects?


Run Jobstream










Create or update?

ABM Object Variance

Rates




Add pointers?











information



Delete drivers?



Activity Volume

Create reports for cost objects, calculations, and/or

variancesObject Rate

Transaction CostCapacity Rate Variance

GL DrillbackObject AssignmentObject ContributionCost Object Listing

Object Cost


Validate Model Integrity





Review Fragmentation

Map ledger expense data to resources

Create Ledger Mapping Rule

Map Expense Data to ResourcesReview objects

All ObjectsResources





Based on results of analysis, determine if wish to establish new

end-result targets


information




ABM Driver Rate

Variance


Ledger










Define Driver Quantities Define IBU Driver Charctrstcs

Copy IBU DriverCopy Drivers Model to Model





Copy existing?



Use consistent

values to assign costs?


activities?





ABM Object Rates


Resource Target DriversResource Listing

Activity ListingActivity Target Drivers

Cost Object ListingCost Object Target Drivers

Take appropriate action



Run Jobstream


Analytics





Update existing or create

new model?

Resources



Data Administrator

Fact Data

CriticalData

Dimension Data




Index Rate Income

Instrument Volume













Treasury Deal Det

Define framework?


Define Template


Define BAM models

Define Models








ReviewChecked

Out Models

Create/UpdateModel








No

Yes



PeopleTools Options


Record Suite



No


exist



Temporary Table








Channel Partners

CRM MarketingLeads




Offer Discount




StageOpportunity




Case LeadCase Type









Entitlements


(CRM) Warehouse





Survey Unit Code






Reviewer Competency






JobMajor Fact Stock Grant

Vacation Accrual



Retrieve workforce

analytic data?















Review and correct?













Unit Code Tree




Setup Geography ID MapGeography ID Map Report








Create Fixed Basis Dimensions

SourcesRules

Rule SetJob Association

Define Allocations





Data

Financial


IndustryTerritory

CRM MarketingLeads




Offer Discount





















Type of dimension

data


Account Codes

HRMS ApplicantApplicant Information

Applicant Accomplishment

Applicant CompetenciesApplicant DisabilityApplicants Email


Personal Data DetailsPersonal NamesNational ID Types

Personal Data National IDs

Prior Work ExperiencesEmployment

PositionJob CodeJob Task













School Educations








Employee Variable Comp Detail

Rate Code Group CodeVariable Comp Plan




Vacation RequestVacation Service Rate





CodesVendor Address




General DemandRole







Type of warehouse?




SCM APInvoiceVendor





SCM InventoryItems


FamilyGroup


Warehouse




RequisitionBuyer









Receiver Header


















Report





Variable Comp Plan




EmploymentPosition





Works Council


Rate CodeGrade












RoleRole Competency


TypesCompetency of Comptncy



School Type








Sales Person Sales Order

Project









Inventory Package












Receiver Header







Source Unit Mapper






Ledger ADBLedger

PF LedgerRevenue






scenario trees Business Unit



calendarsPerformance Ledger




Business Units/

Scenarios

Performance Ledger

General Ledger

Create Rollup







Performance


warehouse










Ledger

SCM BillingBilling



Payment





CostInventory Trans



BOMItem SF

Order LineProd Oper ListOrder Schedule

PL/Prd Intgrt HeaderProduction Variances








Shipment Fact




Summary






Table MapData Map

Create or Update

Metadata


needed


Metadata Search


Add NewObject


Delete Metadata


Impact Analysis


neededMass Validate










columnsFilter

ConstraintDataSet

Expression

Budget PeriodChannelCompanyCustomer



Department Node


GeographyLocation






Data Administrator

Yes

AllOther

No

No

No

Yes

Yes No

Yes

Yes

No Yes

No Yes

No

LedgerMapper

No

Yes

Yes



Review and /or correct errorsCorrect Errors

Correct Journal Errors (ADB)




Details



Edit Journals (ADB)

Set tolerances?



Re-edit corrected data


groups RuleSet

Review assignment processing results

Rules


Job Association


time?



(ADB)

Createor update

jobstreams?


Posted inerror?



Metadata


Analytics



Processing Messages

Build Business




(ADB)



Posting Method?


assignmentValue Object

Review?



Metadata

Update scenario for ledger mapped

method?




Clean up journalsRequest Clean upRequest Journal Clean up (ADB)

Set tolerances ?



Employee


Data Administrator

Yes

No

View information about scorecard

components and KPIs My Favorites





KPI Expressions














ObjectsTarget Rule

OptionsWeight Scale






Setup Portfolios



Manual KPI Search

KPI Query














Analytics




Assessment












Data Administrator



DimensionElement

FactHierarchy



Informatica PowerMart ETL

tool




Territory Tree Data


Time Dimension



Time Dimension

Analyze Development Performance


Account TreeAccount Nodes


Build Data Mart

Type of data mart?



Performance


Ledger



PeopleSoft Enterprise Reward

Sales CompensationAdministrator

Pension Administrator

Benefits Administrator

Stock Administrator

Line Manager

Compensation Manager

Plan Rewards

Award Salary Increases

Measure Reward Effectiveness

Award Performance

Incentives

ManageStock Plans

Manage Benefits

Manage Benefits

Enrollment

Manage Pension

Award Sales Incentives

Analyze Total Compensation


PeopleSoft Enterprise Plan Rewards




Stock Administrator

Line Manager




Award Performance

Incentives


Pension

Manage Benefits

Manage Stock

Define Rewards Goals and

Measurements

Create Compensation

Strategy

Create Compensation

Plans

Create Variable

Compensation

Create Sales Compensation

Plans

Plan Benefits

PlanStock


PeopleSoft Enterprise Define Rewards Goals and Measurements







Employee

Yes

No

Identify strategic initiativesStrategic Initiative

Initiative Definition View



Filtered ListView/Modify KPI Dashboard






Scorecard AssessmentManual Assessments

KPI Action NotificationsError Messages



Identify strategy componentsStrategy Tree

Strategic ComponentsStrategic Comp’s KPI Set

Cause and Effect Set


Scorecards by KPIStrat Trees w/ Non-Term KPI

Scorecard AssessmentStrat Component by Strat Init

Strat Component by PerspectiveStrat Component by KPI

Strategy Tree w/ Dup KPI

Maintain and migrate KPIsExpressions

Operands Data MapAudit EPM Objects

Compile Metadata Changes

Maintain KPI values

Enter KPI ValueEnter KPI TargetsMy Manual KPIs

Identify supporting objects for Key Performance

Indicators (KPIs)Data ElementsCalculations

ActionsActivities

AssessmentsAssessment Colors

Assign Calendar to ScenarioSystem OptionsWeight Scales

Create the scorecard

Define Scorecard

Create KPIsKPIs

KPI FamiliesCause and EffectCalculation Rules

Define KPI TargetsTarget Rule

Dimension MembersComposite KPIs

KPI PackageKPI Migration Utility

Calculate and assess KPIsCalculation and Assessment

Action NotificationError Messages




Review KPI resultsMy Profile

Single KPI, Hierarchical DimSingle KPI, Single Dim Member

Scorecard at a GlanceStrategy

KPI AnalysisStrategies by Perspective

Create portfolios to compare scorecards to others, if

neededDefine Portfolio

Component Ranking Opposite Component Rank Dim Member Selection Rule


Create Compensation

Strategy

CreateGoals

CreateMeasurements

Details by Strategic ThrustPortfoliosKPI List

Portfolio KPI AnalysisPortfolio Scorecard Analysis

Strategic Thrusts DetailView Available Analysis Paths

KPI Compare

Action? Plan Stock

Plan Benefits

Plan Pension


measurements



View scorecard, components, and

KPI infoMy Favorites

View assessment results and KPI

performanceKPI List Chart


PeopleSoft Enterprise Create Compensation Strategy


Sales Compensation Administrator

CompensationAnalyst

No

Define Market Compensation

Create or Revise Base Pay Structures

Approve scenarioApprove Retention

Scenario

Define the retention modelSetup Retention

Models

Create the retention scenario

Run Retention Scenario

Compare company metrics with other company's metrics

for benchmarks3rd Party Integration

Need to adjust

scenario?

Create or revise base pay structure

Create Job Class Create Base Pay

Structure Assign Pay Grades


Measurements

Define market compensation modelsSetup Market Model

WFA Market Comp

Scenario

Specify models that comprise the scenarioSetup Market Scenario

Approve the market compensation scenario

Approve Market Scenario

Yes

Define market weighting rules

Setup Weighting Rules

Choose company's compensation strategies for

benchmark jobs

Publish base pay implementation strategy

Approve Pay StructureApproved Pay Structure

Analyze and review scenariosRisk Rule

Risk FactorValue RuleCost Rule

Decision RuleRetention Model

Review Retention Scenario

Review and analyze structureReview Structure Gap to

MarketJob Class Definition

Grade/Step Definition Grade Assignment

Proposed Pay Structure

Define the market compensation scenario

and calculate regressions

Calculate Salary Regression

Compare current pay structures with new targetsReview New Market RateReview Salary Plan Gap

WFA Retention Scenario

Action?

Create the market compensation

scenarioRun Market

Scenario

Review and analyze scenario

Review Market ScenarioScenario/Fit to Structure

Weighting Rules

Need to Assess Impact of Establishing New Line of Business

or Business Strategy

Analyze reports of current workforce performance

resultsOrganizational Effectiveness

CompensationHuman Resource StructureManagement Investment

Training and DevelopmentBenefits

Health and SafetyRecruiting and Staffing

Service ProfileSeparations

Workforce MovementHiring Expenses

Healthcare FactorWorkers' Compensation

The scope of this model has changed from both

the prior Process Modeler and HCM 8.8 version.

Please verify that Retention and Forecast

Comp for FRA should be on this model.

Create retention strategySetup Retention Factors

Setup Risk Rules Setup Value Rules Setup Cost Rules

Setup Decision Rules

Review calculated market compensation data and

establish target market ratesCalculate Jobcode Slotting

Establish Target Market Rates

No No

Review and analyze compensation results

Data Elements Goals Matrix

Compensation Model Merit Matrix

Payout RulesCompensation Rules

Review Data ElementsReview Merit MatrixReview Pay Rules

Review Compensation Scenario

Define a compensation strategy and budget

Load Compensation ACE ModelReview Compensation ACE

ScenarioAlter Compensation Scenario

Base scenario on future data? Approve the results and

publish messages so other applications can subscribe

Run Scenario Approval

Create simulation model to identify

financial impact of compensation

Setup WF Simulation Model

Create workforce simulation scenarios

Run Workforce Simulation

Adjust rules?Adjust

compensation scenario?

Create workforce simulation rules

Setup WF Simulation Rules

Create compensation

scenario Run

Compensation Scenario

Create compensation scenario strategy

Setup Data Elements Setup Goals Matrix Setup Merit Matrix

Setup Payout Rules

Yes

Assess validity of simulation

Workforce Simulation Rules

Create compensation scenario rules

Setup Base Pay Rules Setup Variable Pay Rules

Setup Other Pay Rules Setup Frequency Details

Setup Compensation Model

WFA Compensation

Scenario

YesNo

Yes

Define standard hours, and frequency by

periodWorking Schedules

Review historical details of a

compensation scenario

Review Scenario HistoryDefine specific incentive

details, e.g. people, average amounts

Incentives

Optionally purge scenario history

Purge Scenario History

Define seniority and calculation frequency

Seniority

Create compensation forecast reports

Forecasted Compensation Rpt

Create forecast setup reports FRA

Rate Codes w/out Class Rpt

Forecasted Compensation Rpt

Define compensation

forecast scenarioScenarios

Calculate compensation forecast

based on criteriaForecast

Compensation

Associate rate codes with classes?

Define compensation increases and related

increase codesCompensation Increases

Identify headcount increase and decrease

detailsHeadcount DecreasesHeadcount Increases

No

Review a comparison of

selected scenariosScenario

Comparison Rpt

Scenario matches budget?

Define compensation

events?

Define promotion informationPromotions

Create Compensation

Plans

Create Variable Compensation

Approve base pay structure

Approve Pay Structure

Create WorkforceRetention Strategy

CreateCompensation

StrategyYes

Yes

ForecastCompensation

FRA

See "Create Compensation Plans: Define Base

Compensation Structure"

See "Create Compensation Plans: Define Base

Compensation Structure"

Create Sales Compensation Incentive Plans


PeopleSoft Enterprise Create Compensation Plans


Compensation Analyst


No

Yes

NoTotal

Compensation ReportingStructure

De-EnrollEmployees

EnrollEmployees

No

Yes

FBT Motor Vehicle

Statutory Percentage

FBT and GST Rates

FBT Statutory Interest Rates

Yes

No

Yes

Yes

Yes

No

Create Groups of Employees for

Compensation PlansNo

Define Base Compensation

Structure

No

Yes

Define Salary Plans

CreateSalary

PackagingAustralia

Yes

DefineSalary

PackagingAUS

Review?

Link salary packaging additional

components with

componentsPackage

Components

View the members of a particular group

Group Membership

Create pay calendars for salary packaged employees in specific pay

groups for use in package modeling to determine the budget values on the

employee's packagePay Calendar GP

Provide salary matrix information to subscribers

EIP (AM): Salary Matrix

Delete (purge) the results of a previous version of a group

from the Group Results TableGroup Results Purge

View the FBT and GST rates for Australia, e.g., the GST percentage and rate for the calculation of Fringe Benefits Tax (FBT)

Review FBT/GST Rate Table

Define additional sources of total

compensation data, such as ad hoc

employee or ad hoc organization awards

Compensation Source

Set up group definitions and group build process details

Group Build - Group DefinitionGroup Build Records and Fields

Review?

Associate individual rate codes with rate code classes. These

classes limit the search for rate codes on the pages throughout

the systemRate Code Class Table

Review FBT motor vehicle statutory percentage information, e.g., the kilometer thresholds and the corresponding statutory

percentages used in determining the taxable value of a motor vehicle Review FBT Stat Vehicle Rate

Define group security Security by Group

Security by OperatorGroup Security Default

View and sort the members of the groups that you've built on

the Group Build pagesGroup Build - Group Definition

Define package rules to validate the

package models Package Rules

Create groups of pay components (represented by rate codes) to be used as a subset of a compensation

packageRate Code Groups

Create, review, or update a reporting

plan and associate a tree

and group IDs to a reporting planTotal Comp

Reporting Plan

Select or modify roll up categories that reflect your organization's compensation

planRoll-up Category

Specify the nonpackaged earnings and deductions elements to appear

on the Package Summary after expense have been calculatedIncluded Earnings/Deductions

View the status of complex groups that have been sent

to the process scheduler Complex Group Results

Summary

Action?

Specify the payroll tax percent rate for all states where employees in a specific company are located

State Payroll Tax Rates

Create new groups that correspond to your existing

company, setID, and department structure

Group Build from Co./Dept.

Create packaging reportsPackages Due for Review

Package ModelsPackage Details

FBT Reconciliation

Specify which Job record fields are available to rate

code defaulting rulesRate Code Defaulting

Options

Provide salary structure information to FMS and SCM

EIP (AM): Salary StructureEIP (AM): Salary Plan

Setup membership

criteria?

Define and review potential employee salary package

models Employee Salary Package

Select and enroll the employee into a salary

packageEnroll Salary Package

View a summary of the salary, grade, or grade and step

structure for each planSalary Structure Summary

Salary Structure Salary Grade

Salary Grade/Step

Rate codes represent pay components in pages and when

configuring compensation packages in the compensation

recordComp Rate Code Table

Model and Assign Salary Packages

AUS

Create Compensation

Strategy

USF?

Modify or create Comp IDs to fit the company's compensation Tree or for ad hoc employee or

organization awardsCompensation ID

Create/update compensation

groups?

Delete the results from all of your groups from the Group

Result TableUnusable Group Results Purge

Retrieve OPM Salary Information - Import a file of OPM containing updated salary information into

the PeopleSoft salary tables Load Salary Tables USF

Define tax scales used in package calculations

PAYG Tax Scales

Specify the minimum, maximum, and midpoint rates for salary grades

Define Salary GradesDefine Salary Grades USF

Create percentage

increase matrix?

Define criteria for group membership

Group Criteria

Define the common characteristics of the

salary planDefine Salary Plan

View which individuals belong to multiple groups

Group Overlapping

Provide salary structure information to EPMEIP (AM): Salary Structure WFA

Action?

Define a standard collection of components that are automatically

defaulted into package model records for employees or

applicantsPackage Template

Using Global Payroll?

Delete/purge?

Using Global Payroll?

Action?

Create and schedule pay calendars for salary packaged employees in

specific pay groups for use in package modeling to determine the budget values on the employee's

packagePay Calendar HR

Remove an employee from enrollment in a salary

package De-Enroll Salary Package

Define the liabilities

associated with each of your

salary packaging components Additional

Components

Create Compensation

Strategy

Populate the reporting

groups that you defineCreate

Reporting Groups

Create groups based on existing

hierarchy?

Map new compensation

IDs to their compensation

sources Compensation

ID

Duplicate your Security Tree to create a Department Tree

Total Comp Dept Tree

View FBT statutory interest rates, e.g., the statutory percentage rate used in the calculation of interest payments for

depreciation of motor vehicles and low interest loans

Review FBT Stat Interest Rate

Define the salary component defaulting

rules for each field selected in the Defaulting

Options pageRate Code Defaulting

Rules

Establish the minimum and maximum percentage increases permitted for

each review rating by position in rangeDefine Salary Increase Matrix

Specify the level of package

remuneration in which to include

Total Package Value (TPV) or Total

Employment Cost (TEC)

Additional Components

Define contributing

salary package components and define expense details for salary

packaged components

Package Components

Use PeopleSoft's Cube Manager to define dimensions and instances for OLAP reporting

Translate compensation strategy into

tactical compensation

goals and measurements


PeopleSoft Enterprise Create Variable Compensation

Line Manager




Valuations

Goals

Proration Workday Schedules

Group Tree

Percentage Prorations

No

Payouts for a Plan

Payouts for Groups

Yes

Weighted Goals for Groups

Matrix Goals for Groups

Weighted Goals for a Plan

Matrix Goals for a Plan

Goals Not Needed for Plan

Yes

No

Yes

Yes

Yes

No

NoYes

No Need to identify?

Define a variable compensation plan type,

e.g, monetary, non-monetary, stock, or other

Define Variable Comp Plan

Define default goals for individuals within groups

and assign weightsPlan Goals with Groups

Define units of non-monetary and stock awards and assign a currency value for one unit.

Valuations

Define the payout formula for each step

in the matrixPlan Goals with

Groups

Define Group Tree SecurityGroup Tree

Security

Delete the results from all of your groups from the Group

Result TableUnusable Group Results Purge

Create a treefor each group hierarchy andattach groups as tree nodesTree Changes panel for BC

Define the formula to calculate funding

and award allocations

Payout Formulas Need to create?

View the status of complex groups that have been sent

to the process scheduler Complex Group Results

Summary

Define the steps of the goals matrix for each

groupPlan Goals with

Groups

Create new groups that correspond to your existing

company, setID, and department structure

Group Build from Co./Dept.

Setup membership

criteria?

Create groups based on existing

hierarchy?

View which individuals belong to multiple groups

Group Overlapping

Define group security Security by Group

Security by OperatorGroup Security Default

Delete (purge) the results of a previous version of a group

from the Group Results TableGroup Results Purge

Assign payout formulas at the minimum and

maximum levels under the plan

Plan Payouts

Define goals for the organization and assign weights

Plan Goals

Specify the method of administering plan

membership Define Variable

Comp Plan

View and sort the members of the groups that you've built on

the Group Build pagesGroup Build - Group Definition

Review?

Name and describe generic goals to use with variable

compensation plansGoals

Determine the expected total

cash outlay under the plan

Budget

Purge results?

Assign the scores that correspond to the

matrix stepsPlan Goals with

Groups

Define criteria for group membership

Group Criteria

Define attributes for specific plan

types?

Define goals for each group and assign

weightsPlan Goals with

Groups

Assign payout formulas at the target, minimum,

and maximum levels under the plan

Plan Payouts w/ GroupsDefine plan dates, earnings code, payout periods, and

specifics related to the plan type

Define Variable Comp Plan

Fund the VC Plan

Plan Funding

Set up group definitionsGroup Build - Group

Definition

Define goals for the organization and assign weights

Plan Goals w/ Groups

Identify plan as "funded"Define Variable Comp Plan

Using proration?

Create Compensation

Strategy

View the members of a particular group

Group Membership

Define default goals for all individuals within the plan and assign weights

Plan Goals

Create/update compensation

groups?

Assign the scores that correspond to the

matrix stepsPlan Goals

Define the payout formula for each step

in the matrixPlan Goals

Define ranges of eligible days and associate a

percentage with each rangePercentage Proration Rules Define proration for

a prorated plan's payout periodsProrate PeriodsCreate schedules assigning

a factor to each day of the week

Workday Schedules

define the goals within the matrix and assign

goal weightsPlan Goals

Define the steps of the goals matrix for the

planPlan Goals

Award Performance

Incentives


PeopleSoft Enterprise Create Sales Compensation Incentive Plans




Define Compensation

Incentives

Participant

Compensation Structure

Reference Objects

Incentive Calculation Templates

Incentive Plans

Define Compensation

IncentivesDefine Metadata

Need to define Reference Object Mapping and

Load Reference Objects

Reference Objects Loaded from

Source Systems

Define transaction configurationBase Catalog

Object CatalogFormula CatalogVariable Catalog

Create reference objects and reference object

groupsCustomersGeography

IndustryProductsChannel

Setup pay advances based

on incentive compensation

Maintain Draws

Create or update compensation structureCreate Comp StructureClone Comp Structure

Maintain Compensation Structure

Identify participants and participant groups

View Plan ParticipantParticipant Groups

Configure process for loading EIM report repository

General EIM Engine

ConfigurationEIM Engine

Process Scheduler

Configure incentive plans

Add a New PlanClone Plan

View/Update Existing Plan


Define processing steps (jobs) used

in incentive calculation

Report Repository Loading Config

Create?

Associate plan/participants to compensation

structureMaintain Comp

Structure

Define or update

existing?

Define and schedule system

incentive processing jobsMaintain JobsSchedule Jobs

Configure EIM engine and

schedule jobsStep Definition

Create Compensation

Strategy

Create or update configuration for compensation

structureView Plan

Participants

Action?

Define rules and calculation logic for

incentive plansAdd a Template

Clone a TemplateUpdate a Template

Action?

Load Operational Data Store


Need to Load Reference Objectsin the Operational Data Store


Need to Create ETL Maps for EIM Transaction Data


PeopleSoft Enterprise Plan Benefits



Compliance Testing

Benefits Billing

COBRA

Company Cars

BenefitsAdministrative

Information

Create

Update

Clone Existing

Open Enrollment

Snapshot

Multiple Jobs Options

Dependents

Family Medical Leave Act

Create Benefit Programs

Define Automated

BenefitsProcessing

eBenefits

Coverage and Deduction

Calculation Rules

Regulatory Limits

Flexible Spending Accounts

Company Cars - UK

Yes

YesNo

Identify the start and end dates for

coverage, deductions and

flex credits Event Rules

Table

Create processing schedule and specify

who is processed during the run and how they are

processed Schedule Table

Define company car tracking information

Car Model TableCar Management Location

Identify the cost structure associated with each benefit plan (deduction codes, rate information and calculation

rules) Benefit Program TableBenefit Program Costs

Identify benefits regulatory limits and the deduction codes subject

to the limitsLimit Table

Limit Table (rpt)

Add plan specific attributes to benefit plans

Health Plan TableHealth Coverage CodesCompany Car Plan TableLife and AD/D Plan Table

Life and AD/D Coverage GroupsDisability Plan TableSavings Plan TableLeave Plan Table

FSA Benefits TableRetirement Plan Table

Pension Plan Table Pension Plan Table CANVacation Buy/Sell Table

Vacation Plan FEGLI Code Table (USF)

Review event rules reports

Event RulesEvent Rules-Billing

Define benefit deductions

Deduction TableDeduction Table

(NLD)

Identify the groupings used to segregate the employee

population for automated FSA processing

FSA Run Table

Define dependent relationship type

Dependent Relationships Table

Provide flex credits?

Identify a benefits administration system (BAS)

group ID to be used in order to assign participants to a

processing scheduleGroup Identification Table

Identify benefit plans and deduction classes toward

which credits can be applied Excess Credit Calculation

Define criteria for benefits compliance testing

Nondiscrimination Rules

Define company car engine and emissions details - UKDefine Emissions Data

Define Engine Type

Create report summary information about all of the cars in the company's fleet

Create List of Cars

Identify information to describe events that are

not initiated by data entry but take place over

time Passive Event Definition

Create coverage and deduction calculation rules

Calculation Rules TableCalculation Rules

Identify event rules for the

processing of Benefits Billing

Enrollments Event Rules

Table

Review schedules to ensure that there are no

employee overlaps Schedules

Identify postal code ranges for home or work locations to refine eligibility criteria for plans such

as health plans Geographic Location Elig Table

Geographic Locations

Create earnings codes

for leave accruals?

Create the text that is displayed in the self-service enrollment

formEnrollment Setup

Define a snapshot ID, period dates, description and specify the benefit

programs to be includedSnapshot Definition

Identify the event rules ID, description,

and specify basic event rules for each

associated event class

Event Rules Table

Define age, service, hours, and FTE eligibility ranges,

and specify eligibility criteriaEligibility Rules Table

Eligibility Rules

Define open enrollment ID, period dates, description

and select the benefit programs to be included

Open Enrollment Definition

Identify deduction codes to support flex credit Deduction Table

Deduction Table (NLD)

Using Canadian Payroll?

Define filling period dates for benefits and COBRA

Define CalendarCalendar Report

Define benefit plans

Benefit Plan Table

Note: At least one schedule must be defined for Open Enrollment and another for Event

Maintenance.

Create a copy of an existing benefit

program with new effective date

Benefit Program Clone Utility

Review benefit plan structure reports

Benefit PlanBenefit Program

Provider/Vendor ListingLife and AD/D Plan Table

Disability PlanSavings Plan

Leave Plan-Basic AttributesLeave Plan-Accrual and Bonus

Flexible Spending AccountPension Plan-Canada-BasicPension Plan-Canada-RatesPension Plan-Canada-Limits

Retirement PlanVacation Buy/Sell

Identify internal administrative contacts for COBRA

Administrative Contacts

Create rules for how HR actions impact primary job, benefits and

deductionsMultiple Jobs Options

Identify the rules that control life events process for the Marriage, Divorce,

Birth and Adoption life events

Life Event Rules

Manage Benefits

Review program-level information along with the plan- and option-level

structure (coverage levels and deduction codes) Benefit Program

Benefit Program /Plan/Options

Employee Service Steps

Record specific company car details and

maintenance historyCar Data

Car Pool & Maint

Define service steps for savings contribution

matchingService Step Table

Identify types of events to be administered, special attributes,

priority, and availability to self-service

Event Class Table

Identify the plans to be associated with the benefit program and details such

as coverage codes, deduction information and

COBRA Benefit Program Table

Define Family Medical Leave plan attributes

FMLA Plan TableFMLA Plan Table Report

Identify the program name, status, description, and high level COBRA,

FSA, FMLA, and eBenefits attributes

Benefit Program Table

Define or review COBRA qualifying event rules

Event Rules

Define parameters for benefits billing frequency and calculations

Billing Parameters

Decide ifneed to?

Identify benefits provider contact and policy information, and

eBenefits optionsProvider/VendorTable

Provider/Vendor Listing

Setup the printer controls for creating

enrollment forms Online Printing

Identify credit allocation hierarchy for maximizing

outcome of variable taxation of benefits (CAN)

Credit Allocation Table

Identify internal Benefits administrative

contacts Administrative

Contacts

Identify paycheck and direct deposit advices forms

Check Form Table

Define?

Type of processing needed?

Coverage rates, or rules?

Create, update or clone

program?

DeploymentYes

No


Measurements

Define benefit rate dataBenefit Rates

Benefit Rate TableBenefit Rate Types

Benefit Rates

No


PeopleSoft Enterprise Plan Stock

Stock Administrator


Purchase Plan

Process Expired VC Plan

Options Plan

Define Foundation

Rules

Create/Update Stock Plans

Create Plan Info

No

Yes

Split Stock

Yes

No

Review Stock Balances

Identify the valuation plan type that is appropriate to a specific stock purchase plan

and indicate if the plan is considered compensatory

according to FAS 123 Stock Purchase Plan Rules

Define the vesting schedules used

for granting stock options

Vesting Schedule

Expire variable comp plan and return the share to the

stock planExpire Variable Comp

Plans

Create Reports Governing Body Rules Rpt

Exchange Table RptTransfer/Escrow Agency Rpt

Brokerage Table RptFMV Method Table Rpt

Decide what action is

needed


Measurements

Note: The Stock plan ID must match what was setup for the stock purchase plan by the Benefits Administrator on the model titled " Plan Benefits"

Define FMV and non-trading day rules for a stock

option planStock Option Plan Rules

Create Stock Agreement ID

InformationStock Agreement

TableStock Legend Table

Tax RulesStock Tax Types

Stock Country TaxStock State TaxStock Local Tax

Associate the stock ID to a benefit plan ID and define plan details,

such as governing body, offering type, and when participants can

enrollStock Purchase Plan Rules

Specify black out periods and individuals impacted

Stock Blackout

Define the contribution rules Stock Purchase

Plan Rules

Allocate stock to variable comp stock fund

Variable Comp Allocation

Define participant groups for stock

processing, reconciliation , and

reportingProcess Group

Process Groups (rpt)

Identify stock FMV methodsFMV Method

Table

Define offering period begin and end dates, grant dates

within an offering period, and purchase period begin and end

datesOffering/Purchase PeriodsReview Offering Periods

Define general plan options such as types allowed,

governing body, transferability, exercise before vest, and repurchase alternativesStock Option Plan Rules

Define the number of months participants must hold the

stock before they sell itStock Purchase Plan Rules

Define and allocate shares to treasury, stock classes

and Stock PlansStock Treasury Table

Stock Class TableStock Plan Table

Define the purchase rules of your plan, such as

purchase price calculation and share and price

rounding rulesStock Purchase Plan Rules

Register plan with

appropriate federal and

state agencies

Define the FMV rules for offering begin, grant, and

purchase FMV. Specify how to handle nontrading days

Stock Purchase Plan Rules

Determine the number of shares

to place in the stock option pool

Link the stock to be valued, the

valuation method, and the Estimate ID that

represents the volatility, interest rate, and

dividend rate, and the volatility type

Valuation Table

Create Reports Stock Agent Report

Stock Branch ReportStock Details Report

Stock Exchange ReportStock Agreement Report

Stock Legend ReportStock Blackout Report

Stock Fiscal Year ReportProcess Groups Rpt

Tax Information Report

Define how stock option plan processes change

based on HR status changes

Stock Action TableStock Action Reason Table

Stock Acton Rules

Define your fiscal year calendar for

a stock IDStock Fiscal Year

Identify Regulatory

RequirementsGoverning Body

Rules

Define stock pan and allocate shares

from TreasuryStock Plan Table

Identify transfer and escrow agenciesTransfer/Escrow

Agency

Decide if need to create/update options or

purchase plan Info

Define stock attributes and rules

Stock Details

Note: See "Reward " to allocate funds from the

Variable Comp Fund to the Variable Comp Stock Plan

and to allocate stock awards

Identify parameters and request process to

create stock split report to reconcile balancesDefine Stock Splits

Define the offering and purchase period lengths as

well as any applicable company limits

Stock Purchase Plan Rules

Determine the design of the stock option plan

Calculate and review stock

balancesOption Plan

Purchase PlanTreasury

Class

Indicate stock ID and split ID and request

process to split stocks with a status of unprocessed

Process Stock Split

Decidewhat action is

needed

Create stock purchase plan reports

Stock Purch Plan Rules RptOffering/Purchase Periods Rpt

Hold Reason Table Rpt

Create stock IDStock Table

Create stock option reportsStock Treasury ReportStock Allocation Report

Stock Plan ReportGrant Reason Report

Stock Option Plan Rules ReportVesting Schedule Report

Tock Class Report

Obtain approval from shareholders

Define stock purchase

processing messages

Purchase Msgs

Associate stock Exchange, Agencies and Brokerages to

stockStock Agent TableStock Branch Table

Stock Exchange Table

Specify brokerage firms/branches that will

handle the stockBrokerage Table

Brokerage/Branch Table

Define rules to account for

reacquired or unissued shares

Stock Option Plan Rules

Define the various reasons you grant stock

optionsGrant Reason

Table

Note: See "Reward" to define a stock plan as a

variable compensation plan

View stock split information

Stock Split Report

Decide if stock will

be provided as variable comp

Specify expected rates for volatility,

risk-free interest, and expected dividends

for use by the Black-Scholes pricing model and update for values

Estimate Table

Decide if need

disposition rules

Identify Stock Exchange on which company stock is traded

Exchange Table

Define reasons for holding a purchase

Hold Reason Table

Specify the financial accounting standard that is appropriate to your organization ;

either FAS 123 or APB 25

Stock Table

Define payment and income

methods for a stock option plan

Stock Option Plan Rules

Manage Stock


PeopleSoft Enterprise Award Salary Increases

Line Manager


PlanRewards


Award Individual or Group Merit

Increases

Review Salary Information

Create Merit, Step and Retroactive

Increases

Create Salary Increase Reports

Award Budgeted Group Salary

Increases

Create Increases -JPN

Create Increases -USF



PeopleSoft Enterprise Award Budgeted Group Salary Increases

Compensation Approval Authority

Compensation Administrator


No

Yes

Make Modifications

Submit for Approval

Yes

No

Yes

No

Yes

Update subtotals and grand total of planned salary increases

Assign Group Increases

Approve employee increases

Assign Group Increases

Review budget totals and submit budget for approval

Create/Approve Group Budget

Refresh employee anniversary dates

Refresh Anniversary Date

Define default budget, salary plan, and

controlsDefine Budget

Defaults

Create calculations for

large groups?

Apply budgeted increases by employee group

Calculate Group Increases


Update employees' job and compensation information

Load Group Increase

Review and approve budget and associated salary plan


Calculate requested/current budget totals and total increase per rate code

Calculate Group Budget

Compare available group budgets and review

variancesCompare Group Budgets

Create group budget for salary increases


Review requested and current budget totals



Review and adjust budgeted increases by

individualAssign Group Increases

Calculatefor large groups?

Make changes?

Compare budgets?

Review budget totals and make updates


Refresh anniversary

dates?

No


PeopleSoft Enterprise Award Individual or Group Merit Increases

Compensation Approval Authority

Line Manager

Employee


Salary Increase Without Budget

Salary Increase With Budget

Ad Hoc Salary Changes

Overtime (Switzerland)

Request Overtime (Switzerland)

Apply approved merit increases for individual

employeesRequest Salary Change

Request?

Review compensation summariesView Compensation History

Compensation History (Hidden)View Total Compensation


Identify change to salary package components

Request Salary Change

Request overtimeRequest Overtime CHE

View Overtime CHE

Verify that the salary change request has

been submittedRequest Salary Change

Approve employee overtime CHEApprove Employee Overtime CHE

View Overtime Status CHE

Review and apply proposed change to an employee's salary

package componentsRequest Budgeted Salary

ChangeGroup Sal Chg Mgr B

Request Employee Overtime CHE

Request Employee Overtime CHE

Apply merit increases for a group based on approved

budgetRequest Budgeted Salary

Change

Review, adjust and approve budgeted increases by individual

Approve Budgeted Salary ChangeGroup Sal Chg Appr B Group Sal Chg View B

Create request for a group merit increase based on a

budgetRequest Budgeted Salary

ChangeGroup Sal Chg Mgr B

Create request for an employee merit increaseRequest Salary Change

(Hidden)

View status of budgeted salary change request

View Budgeted Sal Chg Status

Review, approve or deny salary increase

Approve Salary Change (Hidden)Approve Ad Hoc Salary ChangeView Ad Hoc Salary Chg Status

Verify that the budgeted salary increase has

been submittedRequest Budgeted

Salary ChangeGroup Sal Chg Mgr B

Create request for an ad hoc salary change

Request Ad Hoc Salary Change

View status of salary change request

View Salary Chg Sts (Hidden)

Analyze Total CompensationPlan Rewards


PeopleSoft Enterprise Create Merit, Step and Retroactive Increases


Automatic Step

Merit

Retroactive

Report merit increases and their status for a group of employees

Report Merit Increases

Type of Increase?

Define merit increases for employee review results of calculation method 'Summation'Define Merit Increase

Update the job compensation rate when the salary grade or step changes

retroactivelyUpdate By Plan/Paygroup

Update By Job Code


Review employee appraisal historyReview HistoryReview Audit

Define selection criteria for a group of employees used

to select eligible review results for a merit increase

Define Merit Group


Load approved merit increases to Job Data for

a group of employeesLoad Merit Increases

Automatically move employees to the next salary step when they have completed the

required time in the current stepAutomated Step Increment

Automated Step Increment EG

Assign and approve merit increases for a group of

employees based on their review results

Assign/Approve Merit Increases


PeopleSoft Enterprise Create Increases - JPN


Step

Amount

Percentage

Receive performance rating from

ePerformance

Identify the fixed percentage increase for each review band by

quartileDefine Salary Increase Matrix

Update the salary step and associated compensation on the job

recordLoad Salary Steps


ePerformance

Update job compensation records with the results of the salary

increase simulation process and adjustments made

Load Salary Increase



ePerformance

Type of Increase?

Define the salary increase amount for a particular

compensation rate code and review band

Define Salary Increase Amount

Associate salary step increases with a review band

Define Step Increase


Update the salary step and associated compensation on the job record for

employees who have a fixed amount Plan/Grade/Step-based salary component

Load Salary Increase

View the results of running the salary increases simulation process

and make adjustmentsSimulate Salary IncreaseSalary Simulation Report

Define a salary increase ID and associate it with a rate code and employee groupsDefine Salary Increase ID

Create data to be used in the salary increase simulationGenerate Salary Increase

Data


PeopleSoft Enterprise Create Increases - USF



No

Yes

Yes

Identify all employees who are within 60 days

of a with-in-grade increase, and create a

WGI notification Process Automated

Actions USF60 Day Review USF

(hidden)Create completion

notices to be viewed online

Process WGI Auto Action USF

Additional performance information needed?


Define pay increase percent and effective date

Mass Pay Adjustments USF

Review appraisal and performance improvement

historyReview History USF

Review Perf Improvement USF

Review WGI notification

information and employee review

rating Within Grade Incr

Notice USF


Apply mass pay adjustments to employee compensation informationCreate Mass Pay Adjustments USF

Create worklist item and provide

notification to supervisors

WORKFLOW

Identify the next scheduled pay

adjustmentDefine Salary Plan

Create Mass Pay Adjustment report lists employees who cannot

be processedMass Pay Adjustments USF

Identify the pay plan and calculation type for pay adjustment

Mass Pay Adjustments USF

Note: Workflow can be set up to generate a worklist that notifies

supervisors and Human Resources professionals online of employees

who are approaching probation termination.

Create worklist item and provide

notification to supervisors

WORKFLOW

Update WGI statusUpdate WGI/Tenure

USF

Review WGI notification information and employee

review rating Automatic Action Msgs

(USF)

Type of increase?

Change employee WGI status?

USF Mass Salary

WithinGrade

No

Make corrections


PeopleSoft Enterprise Create Salary Increase Reports


Compensation

Salary Plan

Create compensation reportsSalary History by Employee

Salary History by GroupSalary History for DepartmentSalary History for CompanyEmployee Compensation

Changes


Create reports for?

Create salary plan reportsJob Grading by Evaluation Pts

Ratio AnalysisAbove Maximum AnalysisBelow Minimum Analysis

Grade Advance Candidates JPN


Increases

Create Merit, Step, and Retroactive

Increases




PeopleSoft Enterprise Review Salary Information



Create Merit, Step, and Retroactive

Increases

Review employee evaluation information

Job Evaluations by GradeJob Evaluations by Grade USF

Review employee compensation information

View Compensation HistoryCompensation History (Hidden)

View Total CompensationTotal Compensation (Hidden)

Employee Compensation History


Increases

Review employee salary and ranking information

Employee Ranking by Job CodeAnonymous Ranking

Salary Structure Summary


Review?

Salary

Compensation(Self-Service)

Evaluation

Review employee compensation information

Employee Compensation HistoryCompensation

Plan Rewards


PeopleSoft Enterprise Award Performance Incentives

Profit Sharing Specialist


Stock Administrator

Line Manager

CompensationAdministrator


Plan Rewards


ManageStock Plans

Identify Eligible Recipients

Identify Goal Attainments for Weighted Goals

Allocate Awards and Submit or Approve for

Payment

Distribute Award Information

Create Festive Advances -

SGP

Create Profit Sharing Incentives

- FRA



PeopleSoft Enterprise Identify Eligible Recipients


Line Manager

Update Group Membership

Adhoc Award

Employee VC Record

Employee VC Record

With Groups

Tree Group

Add NewEmployees to

a VC Plan

Update eligibility status and calculate proration for

prorated plans Eligible Employees by

Group

Rule to determine eligibility?

Identify date, target payout formula and guarantee for

newly hired employeesIndividual's Payout

Update eligibility status and calculate proration for prorate

plansDetermine Eligibility

Update eligibility status, and calculate proration for

prorated plansDetermine Eligibility

Add new employees to a variable compensation plan

Individual's Payout

Create variable compensation reportsBudget

Organization and Group GoalsGuarantee

Funds AllocationTree Member Overlap

Tree Consistency Report

Review and adjust member eligibility for plan that uses

groupsDetermine Eligibility

Review and adjust member plan eligibility

Eligible Employees by PlanPlan

Rewards Action?

Receive a WORKFLOWnotification of a newly hired

employee

Add employees to a plan for ad hoc awards or review and

adjust member eligibility Eligible Employees by Plan


Update eligibility status and calculate proration for

prorated plans Eligible Employees by

Group

Identify target payout formula and guarantee by employee

Individual's Payout

Determine Eligibility

Create Compensation

Plans

Create Compensation

Plans


PeopleSoft Enterprise Identify Goal Attainments for Weighted Goals

Line Manager


Weighted Goals

Group Matrix Goals

PlanMatrix Goals Members of

Plans Without Groups

Members of Plans With

Groups

Identify attainments for goals within goals

matrix Matrix Goals w/in

Group


Payment

Identify attainment for group goals Group's Goals

Identify individual goal attainments for

employee Individual 's Goals

Identify attainment level for each goal in matrix

Matrix Goals

Identify attainment

for?

Type of goal attainment to

update?

Identify attainment for organization goals

Organization's Goals

Identify goal, attainment, and weight for individual within

group Individual w/in Group

Identify Eligible Recipients


PeopleSoft Enterprise Allocate Awards and Submit or Approve for Payment

Management Approval Authority

Line Manager

Adhoc Plan

VC Plan

Individual Participants

All Participants

Approval Not Required

No

Individual Participants

in Group

All Participants in

Group

Yes

No

No

Yes

Yes

All Participantsin Plan

Review and modify awards

for groups Allocate Awards

by Group

Review variable compensation award information

Review Employee Award HistoryCalculate Awards

Actual AwardsVariance

CarryoversEmployee History

Non-Monetary Plan History

Review and/or modify the awards for Ad Hoc

plansAllocate Awards by Plan

Manually approve individual awards

Allocate Awards by Plan

Distribute Award Information

Allocate funds to child groups

Allocate Group Funding

Calculate group monetary and non-

monetary VC awardsCalculate by Group

Approve awards for all participants in plan

Approve Awards by Plan

Award approval required?

Identify plan and group details for award approval; approve or

cancelApprove Awards by Group

Approve recommended awards for the group

manager's direct reports Allocate Awards by Group

Using groups?


Calculate target awards and performance factors

for organization Determine Allocation

Notify group managers to allocate awards to direct reports and subgroups

WORKFLOW

Grant approval

for?

Allocate for?

Update award status to "Ready to Submit"

Allocate Awards by Plan

Calculate both monetary and non-monetary VC

awardsCalculate by Plan

Allocate funds to child

groups?

Allocate funds to the highest level group

Allocate Group Funding

Update award status to

"Ready to Submit"Allocate

Awards by Group

Receive notification of recommended awards

needing approval WORKFLOW

Grant approval

for?

Approve awards by planApprove Awards by Plan


PeopleSoft Enterprise Distribute Award Information



Stock Administrator

Line Manager

Payroll Interface

Global Payroll

North American Payroll

Stock Grants

Members of Plans Without

Groups

Members of Plans With

Groups

Publish the awards directly to PeopleSoft Global Payroll for validation and payout

EIP (AM): VAR_COMP_PAYMENT_REQUEST_GP

Correct awards, update the individual award status and obtain approval if neededAllocate Awards by Plan

Receive grant data from Stock Administration

EIP (AM): GRANT_AWARD_UPDATE

Automatically create a flat file containing the award data, to use as input into the

PeopleSoft Payroll Interface system

Publish a message that inserts the stock awards into a staging table

EIP (AM): AWARD_GRANT_ISSUE

ManageStock Plans

Review details of award rejections and

errorsSubscription Errors

(rpt)

Decide if need to resolve

errors for..


Payment

Correct awards for individuals in groups, update individual award status and obtain approval in neededAllocate Awards by Group

Manage Payroll


Publish the awards directly to PeopleSoft Payroll for North America for validation

and payoutEIP (AM):

VAR_COMP_PAYMENT_REQUEST

Notify VC Administrator of erred or rejected

awards WORKFLOW

Receive acknowledgement details of paid, rejected or erred awards

EIP (AM): VAR_COMP_PAYMENT_ACKNO

WLEDGE



PeopleSoft Enterprise Create Festive Advances - SGP



PlanRewards



Approve, cancel, and/or modify the festive advance payment by

employeeView/Update Pymnts by FA TypeView/Update Pymnts by Emplid

Calculates festive advance amounts

Calculate Festive Advance


PeopleSoft Enterprise Create Profit Sharing Incentives - FRA

Profit Sharing Specialist

Employee


External Payroll System

Global Payroll

Review/Update Investment

Options

Review Entitlements/

Request Releases


EIP (AE) HR_WP_ELIG: The Extract Eligible Employees process retrieves GP

accumulators results or field values of record

WP_EXT_PAYDATA

PlanRewards

Review agreement and define personalization deadline for reference

periodsReview Agreement

Review Reference Period

Note: The system will automatically publish payment

data

Review calculation and distribution results and

update values if needed

Member Entitlements

Review entitlements and request profit sharing

releasesProfit-Sharing Entitlements

Update profit sharing fund status according to Payroll

resultsEIP (AE) HR_WP_PAYMT

Approve reference periods

Review Reference Period

Send payments to employees and

update fund statusProcess Interest &

Payment

Review and personalize interest mode and investment optionsAgreement Personalization

Identify employees qualifying for profit sharing and import

payroll dataExtract Eligible Employees

Receive payments information for updating fund

status EIP (AM):PROFIT SHARING

PAYMENT ACKNOWLEDGEMENT (IN)

Review results and update interest

calculations values by employee

Member Entitlements

Review profit sharing reports

Individual ReportAgreement Report

Calculate interest and update fund statusProcess Interest &

Payment

Create Positive Input in Global Payroll for payments to be

processedEIP (AE): HR_WP_PAYMT

Send payment information for external payroll system

EIP (AM): PROFIT SHARING PAYMENT REQUEST (OUT)

Review extracted employee list and

add additional employees as

neededMember

Entitlements

Action?

Calculate global funds, entitlement by employee and

divide fundsCompute Global Fund

Distribute Global Funds

Verify entitlements for eligible employees and approve

release requestsMember Entitlements

Calculate interest, send payment to employees and

update fund statusProcess Interest & Payment

Review profit-sharing amounts, deductions, and

interest and enter fund requests

Personal Entitlements

Review and adjust agreement settings

Agreement Personalization

ReviewEntitlements

ReviewAgreement

Settings



PeopleSoft Enterprise Manage Benefits



Plan Rewards



Change Benefits Retroactively

Bill Employee for Benefits

Manage Company Cars

Manage Flexible Spending

Accounts Canada

Manage Flexible Spending

Accounts USA

Monitor Benefits Compliance

Build Primary Job using Data Loaded

from External Source



PeopleSoft Enterprise Bill Employee for Benefits


Employee


Yes

No

No

Yes

Processing Results

Summary

By BillPeriod

By PlanType

EmployeeBalances

Charges and Balances

No

No

Yes

No

Yes

Yes

No

Yes

No

Yes Payment History

Payment Summary

GeneralAccount

InformationNo

Review charge and payment

adjustmentsReview Adjustment

Summary


Receive payments

directly from employee

Review adjustmentsummary?

PlanRewards

Adjustments needed?

Review?

Note: If you currently implement PeopleSoft Benefits Administration, you can use Event Maintenance processes to locate employees and dependents who are eligible for Benefits Billing and enroll them into

the Benefits Billing system.

COBRA Administration processes can also be used to locate and enroll COBRA participants who are eligible for Benefits Billing.

Create reports to review general account

informationBilling Audit

Accounts ReceivableDelinquent Accounts

Identify alternate address information or place bill or

statement on holdRequest Hold/Alternate

Address

Identify special charges for billing, such as, partial charges

and partial bill amountsEnter Manual Charges

Calculate charges and create billing records

Calculate Periodic Charges

Review payment history of participants

Review Payment/DetailsHistory Activity

Update existing info?

Identify individual payments from a participant and

allocate them to separate charges

Allocate Payments to Charges

Calculate again?

Identify adjustments to

billing paymentsAdjust Payments

Partial charges apply?

Adjust?

Provide payment and/or indicate the

need for billing adjustments

Receive benefits billing

statement

Review employee's charges by plan type

Rvw Charge Smry by Plan Type

Print billing statements for individuals who have an

active billing enrollment or an outstanding balancePrint Billing Statement

Reprint Statements

Manually enroll?

Review?

Yes

Review a summary of all payments made by a specific participant

Review Summary by Post Date

Receive payment information from

Accounts Payable

Review messages from calculation process and/

or create error reportReview Processing

Messages Calculation Error Report

Review various charge and payment

adjustmentsReview Adjustment

Summary

Manually enroll employees into the Benefits Billing

systemEnroll in Billing

Provide billed charges to Accounts Receivables

Provide Billing to AR

Decide to review?

Review employee's charges by billing period

Rvw Charge Smry by Bill Period

Provide charges to AR?

Distribute statements to

employees

Review a list of charges, payments, and grand totals

associated with an individual employee

Review Employee Balances

Review summary information of employee's charges for a

specific billing periodReview Charge Details

Provide payment information for postingPost Payments from

File

Identify adjustments to billing chargesAdjust Charges




PeopleSoft Enterprise Build Primary Job using Data Loaded from External Source



Note: Run this process after loading employee information into PeopleSoft

from an external system or when needing to verify an individual employee

primary information

Build Primary Job information for one or more employees

Rebuild Primary Job FlagsCreate Audit Report

PlanRewards





PeopleSoft Enterprise Change Benefits Retroactively



ErrorMessages

Calculations

Totals


Review calculation totals for individual employees

Retro Benefit/Ded Calc Summary

Review calculation error messages

Retro Benefit/Ded Messages

Note: Changes made to an individual employee's HR, benefits and payroll records automatically generate an individual retroactive benefit/deduction request. when

appropriate

Determine the original benefit/deduction calculated using

payroll history and the correct calculation for the appropriate

pay period end dateCalculate Retroactive Ben/

Deds

Review retro benefit/deduction request

information by employee Delete Retro Ded

Requests

Retroactive Benefits/Deduction Reports

Retro Ben/Ded Request SummaryRetro Ben/Ded Calculations

Retro Benefit/Ded TerminationsRetro Ben/Ded Load SummaryRetro Benefit/Ded Load Audit

Create a retroactive benefit/deduction request

Process Mass Retro Deductions

PlanRewards

Review and delete duplicate retro pay

requests, if necessaryRetro Ben/Ded Request

Summary

Provide retroactive benefit/deduction calculations to PeopleSoft Payroll for processing in the next payroll cycle

Load Retro Deds to Paysheets

Decideif wish toreview?

Review calculations for individual employees and update deduction

amounts, if neededUpdate Retro Ded Calc Results




PeopleSoft Enterprise Manage Company Cars



YesManage Benefits Enrollment

Provide car benefits for UK?

Identify type of company car benefit, the type of car

assigned and the dates of useSelect Type of Benefits

Assign Type of Car/Dates


Create UK P11D Information

Verify P11D InformationCalculate P11D

InformationPrint P11D Information

Plan Rewards

No



PeopleSoft Enterprise Manage Flexible Spending Accounts - Canada



Employee

Yes

No

Year-to-DateActivity

Payment

Claim

Check

Claim

Yes

No

Review?

Review claim information?

Reverse checks or claims?

Create or update claims?

Receive service and provide FSA claim

information

Review claim detail information for employee

CAN FSA Claim Details

Update claim information before granting approval or providing

payment CANModify Health Care Claim

Modify Retiremnt Counsel Claim

Identify the groupings used to segregate the

employee population for automated FSA processing CANFSA Run Table

Determine claim amounts to pay, deny, or pend, calculate

and create FSA claim payment, and issue cheques

for each account CANCalculate Claim Payment


Review year-to-date information for an employee

CAN Year-to-Date Activity

Review specific account activity details


Review a summary of account activity including pledge amount, balance,

claims, and paymentsFlexible Spending Accounts

Create claims for services rendered to FSA participants

CANCreate Health Care Claim

Create Retiremnt Counsel Claim Close and report all FSA accounts for

current calendar year CAN

Close and Summarize Accounts

Create a cheques register for each benefit plan year, sorted according to benefits program

and account type CANPrint Cheque Register

Define run control for the payment

processing cycle CANSpecify Processing

Parameters

Create and print quarterly statement for FSA participants who have had activity in one of their spending accounts during

the current quarter CAN Quarterly Account Statements

Reverse a claim or a

check?

Print cheques for all the claims with a

Status of "Pay this Run" and update the

claim payment to "Paid" CAN

Print Cheques

Review payment detail information for employee

CAN FSA Payment Details

Reverse FSA payment cheques that were created in error CAN

Reverse Cheques in Error

Review FSA payment details or history


Review claim statusFlexible Spending

Accounts

Reverse checks associated with an erroneously entered claim and back out the claim itself

CAN Cancel Claim/Reverse Cheque

Plan Rewards


Create

Update



PeopleSoft Enterprise Manage Flexible Spending Accounts - USA



Employee

Yes

No

Year-to-DateActivity

Payment

Claim

Check

Claim

Yes

Plan Rewards

Review payment detail information for employee

FSA Payment Details

Reverse a claim or a

check?

Update claim information before granting approval or providing

paymentModify FSA Claims

Create a check register for each benefit plan year, sorted according to benefits program

and account typePrint Check Register

Reverse checks associated with an erroneously entered claim and back out the claim

itself Cancel Claim/Reverse Check


Define run control for the payment

processing cycleSpecify Processing

Parameters

Close and report all FSA accounts for

current calendar year Close and Summarize

Accounts

Review claim detail information for employee

FSA Claim Details

Create claims for services rendered to FSA participants

Create FSA Claims

Create and print quarterly statement for FSA participants who have had activity in one of their spending accounts during

the current quarterQuarterly Account Statements

Review specific account activity details


Review a summary of account activity including pledge amount, balance,

claims, and paymentsFlexible Spending Accounts

Review FSA payment details or history


Print checks for all the claims with a Status of

"Pay this Run" and update the claim

payment to "Paid" Print Checks

Identify the groupings used to segregate the

employee population for automated FSA

processingFSA Run Table

Reverse FSA payment checks that were created in error Reverse Checks in Error

Create or update claims?

Receive service and provide FSA claim

information

Review?

Review claim information?

Review claim statusFlexible Spending

Accounts

Review year-to-date information for an employee

Year-to-Date Activity

Determine claim amounts to pay, deny, or pend, calculate

and create FSA claim payment, and issue checks

for each account Calculate Claim Payment

Reverse checks or claims?


Create

Update

No



PeopleSoft Enterprise Monitor Benefits Compliance


Benefits Administrator Yes

Section 415 Compliance

Section 415 Noncompliance

PerformSection 415

Testing

PerformNDT

Section 401

Individual

Section 129

Calculate Extensions

Update Limits

Monitor Savings Plan Extensions

401

129

Review individual or group

results ?

Calculate special limits and extensions for 403 (b) plan

contributionsCalculate 403(b) Extensions

Review 403(b) Process Messages

Perform the 401(m) NDT using the total eligible

earnings for employees401(m)

Nondiscrimination Test

Decide if need to?

Identify the special accumulator, the company

and pay groups to be included in the test

Define Test Information

Request the Section 401 test to identify the number of

HCE's in the organizationIdentify Highly Comp

Employees

Identify the contributions to roll over from one savings

plan to another when section 415 or YTD limits

are met Savings Plans

Perform the NDT 129 Eligible Cross

section testEligible Cross Section Test

PlanRewards

Identify information that controls testing for

dependent care reimbursement accountsDefine Test Information

Review nondiscrimination test results for all employees

in the Section 129 testsReview Test Results129 Testing Report

Decide if need to?

Performtests for Section

401 or 129plans?

Direct rollover contributions?

Perform the NDT concentration test

Concentration Test

Review eligibility for special limit extensions, record participant

election of extensions or adjust contribution and earnings history

Savings Management


Review nondiscrimination test results for all employees

in the 401(k) and 401(m) tests

Review Test Results401 Testing Report

Perform the 401(k) NDT using the total eligible

earnings for employees401(k) Nondiscrimination

Test

Type of information to

review?

Perform the NDT 129 55% average

benefits test55% Average Benefits Tests

Identify employee standings in regards to Section 415 limits and

create report Section 415 Compliance

Request the Section 129 test to identify the number of HCE's in the organization

Identify Highly Comp Employees

Identify all employees who have exceeded 415 limits

Section 415 Noncompliance

Identify and update savings plan contribution limit extensions for

eligible employees age 50 or moreIdentify Age-50 Extensions

Review savings plan election information to see if an employee is marked as "highly compensated"

Savings Plans



Copyright © 2010, Oracle and/or its affiliates. All rights reserved.171

PeopleSoft Enterprise Manage Benefits Enrollment


Employee

Elect Benefits

Review Current Benefit Enrollment

Manage Benefits

Initiate Benefit Enrollment Events

Provide COBRA Benefits

Change or Enroll Employees in

Benefits


PeopleSoft Enterprise Change or Enroll Employees in Benefits

Employee

BenefitsAdministrator

Identify Court Orders

or Riders

Assign Final Check USF

Record Comments

Review Payroll Interface

Calculations

Review NA PayrollDeductions

Adjust Deductions

Yes

No

Identify dependent/beneficiary

comments, the date the comments were recorded, and the

authorRecord Dep/Ben

Comments

Identify dependent/beneficiary who have court orders or riders

affecting benefits coverageUpdate Dependent/Beneficiary

Provide enrollments to eBenX

EIP: Supplier-Carrier Interface

Enroll employee in benefits plansHealth Benefits

Life and AD/D BenefitsAssign FEGLI Beneficiaries (USF)

Disability BenefitsSavings Plans

Savings ManagementSpending Accounts

Simple BenefitsTSP Agency Basic (USF)

TSP Investment Allocations (USF)Leave Plans

Leave Plans - CAN/INTLRetirement Plans

USA-Pension PlansCAN-Pension PlansVacation Benefits

Benefit Program (NLD)Health Benefits (NLD)Pension Plans (NLD)

Create Benefits ReportsHIPAA

Benefit Contribution RegisterCAN-Contribution Register

PI Benefit Deductions RegisterSavings Invest Distribution Health Plan Participants

Life Insurance ParticipantsSavings Investment Distributn

Supplier = eBenx

Decide if need to?

Submit enrollments for

USF?

Review personnel administration information, and employee

personal information for benefits eligibility

Review HR/Job/Payroll DataMaintain Certifications

Employee Data Summary (NLD)

Identify enrollment information by plan type and provider identification and create the carrier interface reports

FEHB Carrier Interface (USF)FEHB Clearinghouse Interface

Review FEHB Interface History (USF)FEHB Reconciliation Report (USF)

Identify effective date and specific benefit programAssign to Benefit

Program

Review all dependent/beneficiary information that

exists for an employee Review Dep/Ben Summary

Review ABBRs Update ABBRs

Benefits Personal Data Dependent/Beneficiary

Summary (NLD)

Override deduction frequency and arrears amounts for individual

employeesSet Max Arrears/Frequency Ovrd

Manually change an employee's

primary job indicator, the included for

eligibility flag, and the include for deductions flag Maintain Flags

Review calculation information for all the selected employee's benefit

plansBenefits Summary (w/PI Dedns)

Benefits Deduction Summary (NLD)

Identify dependent/beneficiary name, address, detailed personal info and

specify employee relationship

Update Dependent/Beneficiary

Dependent InformationAssign FEGLI BeneficiariesDependent/Beneficiary Data

(NLD)

Identify potential employee data error conditions

related to benefitsBase Benefit Consistency

AuditCourt Ordered Coverage

Audit

Determine which of the employee's dependents or

beneficiaries will receive the employee's final check in the event that the employee dies

Assign Final Check Beneficiary


Action?

Identify enrollment information by plan type and provider identification

and create the carrier interface reports

Refresh Benefit SnapshotCreate HIPAA EDI 834 File Create Health File

Create Life/ADD FileCreate Disability FileCreate Savings File

Review Snapshot InformationReview Interface Run History

Snapshot Premium ReportReview deduction details for all an employee's benefits plans

Benefits Summary (w/Pay Dedns)Benefits Summary (NLD)

Distribute benefits enrollment information to

benefits providersTransmit Enrollments to

eBenX

Manage Benefits



PeopleSoft Enterprise Elect Benefits

Employee


Receive notification of enrollment event or

enrollment exception requiring employee action


Retrieve Personalized Benefit and Policy Information

Auth Browser Comp HomeAuth Auth Search Comp (Hidden)

Auth Return Comp Home

Search for health care providers using GeoAccess

EIP: GA_PRV_SRCHEIP: GAPRV_CODE

Review and edit information about dependents and beneficiaries

Dependent/Beneficiary CoverageDependent/Beneficiary Data

Add/Review Dep/Ben Dependent/Beneficiary Info

Supplier = GeoAccess

Supplier: Authoria

Make additional plan elections:Life Insurance Plans:2x Plans

Insurance Plan Detail 2xDisability Plans: 3x 5x 7x Plans

Savings Plans:4x PlansFlexible Spending Plans:6x Plans

Pension Plans:8x PlansVacation Buy/Sell:9x Plans

View Eligible Enrollments

Benefits EnrollmentEnrollment Information

Submit benefit plan elections

Confirm benefit plan elections

Confirm

Make health care plan elections:

1x Plans

Select enrollment event and review eligible plans

Benefits Enrollment


PeopleSoft Enterprise Initiate Benefit Enrollment Events

Employee


Results by schedule

Results by Participant

Results for Passive Events

Eligibility

Events and Schedules

Job Related Data

Events

Elections

EmployeeEnrollmentInformation

Print Enrollment Forms for New

Participants

Record Election Choices

Finalize Enrollments

IndividualEvent Needing

Immediate Processing

Open Enrollment or Scheduled

Enrollment Event(Batch Processing)

Validate Elections

Yes

NoInitiate Enrollment

Verify Eligibility

Review events that have been flagged as being out of sequence, disconnected

or impacted by data changes

Report On Flagged Items

Revise employee election choices to resolve election issuesPerform Election Entry

Dep/Beneficiary Election Rpt

Need to adjust?

Print a confirmation statement for the

participant On-Demand Event

Maintenance

Action required? Verify that all participants have

responded to open enrollment or event maintenance and identify those who have not responded

Find Non-RespondentsBenefits Workflow Notification

Missing Elections Rpt

Review status of in-process historical events and update processing flags as

neededUpdate Processing

Controls

Decide if need to?

Identify out-of-sequence or impacted events and open or close events as needed to adjust processing order

Update Event Status

Review employee status, pay group, department,

hours, gender, national ID and marital status

Review HR/Job/Payroll Data

Automated benefits

processing needed?

Elect Benefits

Identify schedule to be processes (Open Enrollment, Event Maintenance, or Snapshot) the event maintenance mode, and select or

deselect eligibility debugging optionRun Automated Event Processing

Review unprocessed activity records awaiting

processing, insert manual events, or delete unprocessed activitiesReview BAS Activity

Load elections to Base Benefits tables, and credits

to Additional Pay Tables close Open Enrollment

eventRun Automated Event

Processing

Reprocess the event to a previous stage of the Benefits Administration

Process On-Demand Event

Maintenance

Print or reprint the confirmation statement for the

selected participant(s)Print Confirmation StatementsReprint Selected Statements

Print Mailing Labels

Schedule the activity as a participant event and assign the event to a

benefit program On-Demand Event

Maintenance

Assess plan and option-level eligibility based on program's eligibility rules,

prepare eligible options according to event rules and calculate costs and creditsRun Automated Event Processing

Review individual participant status

within the scheduleEmployee Process

Status Rpt

Validate election choices, apply cross plan validations, assign defaults, to options in error,

calculate costs as needed and allocate credits

Run Automated Event Processing

Search participant records and review events for specific

issuesUpdate Processing

Controls

Manually change an employee's primary job indicator, the include for eligibility flag, and the

include for deductions flagMaintain Flags

Identify dependent and beneficiary information and

enroll dependents or beneficiaries in a particular

plan typePerform Election Entry

Review?

Review the event status, event processing, and

eligibility information for a selected participant and

eventEmployee Event Detail

Provide COBRA BenefitsType of

processing needed?

Locate all participant events that qualify for termination yet have not yet been manually

terminatedFind Terminations to Finalize

Benefits Workflow Notification

Review eligibility reportsEligible Participants Rpt

Ineligible Participants Rpt

Prepare benefit options and

election defaults On-Demand Event

Maintenance

Update event status and

processing flagsUpdate Event

Status

Review the benefits, plans, coverage, etc.

for a specific participant

Current Benefits Summary

Print enrollment forms showing participant's current elections, eligible options, associated cost and credits , dependents/

beneficiaries, and savings investments - reprint if needed; update status to "notified"

Print Enrollment StatementsReprint Selected Statements

Print Mailing Labels

Identify unprocessed activity record awaiting

benefits processing On-Demand Event

Maintenance

Record participant election choices

On-Demand Event Maintenance

Identify a participant and record benefit plan

option election information

Perform Election Entry

Notify employee of need for corrections and update enrollment information

Review issues involving?

Review passive event processing results

Passive Event History

Review summary processing information

by scheduleSchedule Summary

ManageBenefits

Update status to "elections

entered"Perform

Election Entry

Prepare an enrollment

statement for the participant

On-Demand Event Maintenance

Review detailed eligibility processing results by eligibility

rule for each participantReview Eligibility Results

Validate and load option elections to the benefit tables for the

participant On-Demand Event

Maintenance

Review information about the errors that occurred

during processingProcessing MessagesInvalid Elections Rpt


Deployment Deployment

Present certificate to self-service user

Enrollment Certificate


PeopleSoft Enterprise Provide COBRA Benefits


Yes

No

Review

Reprocess,Adjust, or

Void

End DateReached

ParticipantElection

HealthBenefits

BenefitProgram

Participation

FSABenefits

Dependent

NonEmployee

Track Dependent andNon-Employee Info

No

Yes

AutomatedEnrollment

Manual Enrollment

Enroll Participants

Create Open Enrollment Forms

Terminate COBRAParticipants

Yes

No

No

Review COBRA processing messages


Identify a new dependent name, address, or personal informationModify Dependent/Beneficiaries

Create termination letters for all participants whose

coverage is about to expireCreate Termination Letter

Validate election choices and enroll participants in COBRA

benefit plansQualify Event/Proc Enrollment

Provide letters to employees and

dependents

Coverage end date reached or participant triggered

termination?

Initiate Benefit Enrollment Events Identify COBRA health

benefit election information and dependents of a

COBRA participant to be enrolled in elected

health plansHealth Benefits

Enroll validated and enrolled COBRA participants into Benefits Billing for elected plan types; provide COBRA

surcharges and coverage datesQualify Event/Proc Enrollment

Decide to enroll using..

Identify COBRA benefit program

participation information

Assign to Benefit Program Provide COBRA

enrollment information to Benefits Billing

COBOL Process

Decide if need to track

Receive continuation coverage election

forms from COBRA participants

Action?

Review information about the COBRA event and the qualified

COBRA beneficiaries affected by the event

Review Event SummaryEvent Summary Report

Audit ReportError Report

Note: Participants enrolled manually do not participate in any automated processing, including secondary events

Need to review and/or

update?

Create COBRA enrollment report

Enrollment Report

Create or review COBRA event triggers associated with individual

employee benefits or personal data changes

Review COBRA Triggers

Identify FSA benefit enrollment

information FSA Benefits


Terminate COBRA coverage, identify reason for termination, provide benefits billing system with updated

information Terminate Participant

Establish employee's dependent as a COBRA non-employee prior

to enrolling dependent into manual COBRA coverage

Create COBRA Non-Employee

Reprint letters if needed

Reprint Selected Letters

Identify information to adjust, reprocess, or void a COBRA event

Update Event Status

Create Open Enrollment forms for COBRA participants that detail the current year

COBRA enrollment information and provides participants the room to designate

election and dependent changesCreate Open Enrollment Letter

Identify participant's name, address, and personal, and

security information Modify Personal Information

Decideparticipant information

is for

Record COBRA election, waiver, or re-election

information Participant Elections

Enroll employee or COBRA non-employee

into COBRA health benefits

Select Health Benefits

Review error messages created

during COBRA processing


Track COBRA Benefit Plan Information

Identify qualified initial and secondary events and beneficiaries, assign beneficiaries to benefit program, determine plan types, length of

coverage, and COBRA options, and calculate COBRA costs for each

eligible optionQualify Event/Proc Enrollment

Review/update?

Decide if need to create, or review pending

COBRA event triggers

Note: COBRA events are triggered by Human Resource

personal actions , employee data changes, or changes to

employee benefits

Create secondary notification letter and change participant's status to "notified",

print and date qualifying event and provide notification to participants how long their

COBRA coverage will be extendedCreate Secondary Letter

Assign employee or COBRA non-employee to a benefit

program for COBRA coverageAssign Benefit Program

Create initial notification letter and change participant's status to "notified", print and

date the qualifying eventCreate Initial LetterNotification Letters

ManageBenefits

Create unavailability letter for ineligible COBRA

participantsCreate Unavailability Letter

Create Unavailability Letter


PeopleSoft Enterprise Review Current Benefit Enrollment

Employee


Savings Plan

Health Care

Insurance

Add/Update Dependents

FSA

Children

Spouse

Events

Review/Update Life Insurance Beneficiaries

Insurance Beneficiary SummaryChange Beneficiary Allocations

Review Dependent and Beneficiary InformationHealth Care Dependent

SummaryDependent/Beneficiary

Coverage

Review Health Care Plan InformationHealth Care Summary

Health PlansHealth Care Dependent SummaryDependent/Beneficiary Coverage

Review Savings Plan InformationSavings Summary

Savings Plan DetailSavings Beneficiary SummarySavings Contribution Summary

Supplier = Authoria

Review/update savings fund or beneficiary allocations and

contribution amountsView Savings Allocations

Change Savings Allocations

Review Summary of Benefits

Benefits SummaryDependent/Beneficiary Summary

Initiate a life event to record the birth or adoption of your child and/or review the effect of this life

event on your benefits and payroll tax information

Birth/AdoptionBirth Pages

Birth/Adoption Finish Birth/Adoption Start

View/update?

Add/Update personal information for dependents

Dependent/Beneficiary DataDependent/Beneficiary CoverageDependent/Beneficiary Summary

Review insurance plan information Insurance Summary

Insurance Plan Detail 2X (Life)Insurance Plan Detail 3x (ADD)

Initiate a life event to record your marriage and/or review and update relevant benefits and

payroll informationMarriage

Marriage Start Marriage Finish

Flexible Spending AccountsFlexible Spending Accounts

Retrieve Personalized Benefit and Policy Information

Auth Browser Comp HomeAuth Search Comp-Hidden Auth Return Comp Home

GeoAccess Provider Search

Change or Enroll Employees in

Benefits


Review event maintenanceOnDemand EM

Calculate estimate of pension benefits

Pension Estimates

PensionEstimates


PeopleSoft Enterprise Manage Stock Plans

Stock Administrator

Line Manager


Plan Rewards


Award Performance

Incentives

Manage Stock Options

Manage Employee Stock Purchase

Plans

Track Daily Stock Prices and Calculate Balances



PeopleSoft Enterprise Track Daily Stock Prices and Calculate Balances

Stock Administrator


Calculate and review stock option balances

Option Plan

Manage Stock Options

Manage Employee Stock Purchase

Plans

Plan Rewards

Track Daily Stock PricesMaintain Daily PricesDaily Prices Report


PeopleSoft Enterprise Manage Employee Stock Purchase Plans

Employee

Stock Administrator


Manual

Automated

Yes

AdministerStock

PurchasePlans

Value Stock Purchases

No

Yes Automated

Manual

No

Yes

Automated

Manually

No

Yes

No

No

No

Yes

No

Yes

Verify StockPlan

ParticipantInformation

Yes

Need to administer?

Define purchase information for a

specific plan, period and offering

Stock PurchaseUnconfirm purchase?

Create report to identify missing valuation

recordsValuation Audit Report

Review processing resultsReview Messages

Calculate final number of shares which may be

purchased by participants based on contributions

and purchase priceProcess Stock Purchase

Contributions are gathered from PeopleSoft Payroll for North

America

Request stock purchase processing

Process Stock Purchase

Integration (AE) with PeopleSoft Payroll for North

America Provide ordinary income

Survey to determine if transaction is a disposition or a

transferSurveys

Note. The system must have a valuation for all grants issued after the SFAS 123 disclosure date that is noted on the

Stock Table page. Any grants that do not have a valuation record, are reported on the Valuation Audit report.

Confirm Stock PurchaseConfirm Stock Purchase

Method to process

dispositions?

Review Purchase ResultsReview Participant Summary

Review Messages



America Provide information on

contributions to be refunded

Contributions need adjustment

Review purchase reportsStock Activity Summary

Purchase Summary

Unconfirm Stock Purchase

Unconfirm Stock Purchase

Create or update participant's enrollment information

Review Purchase Participation

Review processing errorsMessages Report

Create Query Reporting Table

Identify contributions to

refundSelect RefundsReview Refunds

Verify holding period and determine if the disposition is or

is not qualifiedDispositions

Change brokerage choice for a group of participants

Update Mass IssuanceReview Mass Issuance Messages

Calculate purchase expense for specific periods

FAS 123 Purchase Expense

Create refund reportsRefund/Carry Forward

Refunds to PayrollRefunds to Payroll Reversals

Create or modify issuance and registration instructions for

individual participantsMaintain Issuance Instructions

Review currency conversions

Currency Conversion

Review or update enrollment information

Review Purchase ParticipationTrack Daily Stock Prices and Calculate Balances

Review and calculate the various prices associated with

a stock purchaseDetermine Purchase Price

Review the status of refunded contributions

Review Refunds

Identify participants without stock purchases

Participants w/o Purchase

Review information about disposition

reconciliationsDisposition

Reconciliation

Reverse participant's previously processed refund Reverse Refunds

Review the results of a participant's purchase after

calculationReview Participant Summary

Purchase Summary

Create purchase receipts

Purchase Receipts

Provide refunds?

Designate individuals subject to SEC Section16 reporting and

Regulation S-K proxy Maintain Insiders

Identify errors sent to payroll that must be reversed

Dispostns to Payroll Reversals

Review and adjust contributions Review Contributions

Review Residual ContributionsContributions

Report Stock Sales

Create Stock Purchase Plan ReportsPlan Summary

Purchase Limit SummaryStock Activity Details

Stock Activity SummaryIncome/Taxes

Income/Taxes Reversals

Provide stock issuance instructions

Issuance Instructions

Request stock purchase processing to convert the foreign contributions into

the stock currencyProcess Stock Purchase

Enroll manually or

adjust?

Review participant contributions Review Residual Contributions

Review Contributions

Need to review?


America Provide disposition

information

Identify participant contributions that are not provided automatically through PeopleSoft NA

PayrollCreate Manual Contributions

Review contributions?

Request stock purchase processing (gather contributions only)

Process Stock Purchase

Reverse refunded contributions

Process dispositions in batch process

Process Dispositions-Batch Up

Provide dispositions to payroll for W-2

reportable incomeDispositions to Payroll

Calculate various prices associated with a stock

purchaseProcess Stock Purchase

Method to calculate price?

Confirm a purchase then record a participant's

stock salesDispositions

View employee personal profile information

Review Personal Profile

Method to collect

contribution info?

Calculate actual contributions for a stock offering

Estimate Contributions Report

Create refund information for the

selected contributionsProcess Refunds

View stock purchase information

Stock Purchase Activity

Process mass updates? Review a statement

summary of dispositionsDisposition Receipts

Create reports for Transfer Agent and

BrokerBroker DepositsTransfer Agent

Instructions

Launch Black-Scholes model to calculate fair

value per shareCreate Offering ValuationOffering Valuation Report

Provide a disposition reported through the self-service module

to payroll Confirm Self-Service Dispostns

Review or adjust?

Yes

NoReview purchasing results, the offering periods for a

selected stock ID, stock plan and their related purchase

periodsReview Offering Periods


Correct errors

Issue shares in stock certificate,

deposit with broker, or hold in

escrow until restrictions are

met

Receive information about dispositions from plan participants,

transfer agents, or brokers


PeopleSoft Enterprise Manage Stock Options


Stock Administrator

Line Manager

Optionee

Grants

Stock Actions Resulting from

Employee Status Changes

Option Reprice

Option Repurchase

FAS 123 Compliance

No

Yes

Yes

No

Manually

VariableCompensation

Yes

No

No

Yes

Yes

No

Repurchase Stock

Create Reports

Reverse the Stock Action

Yes

No

YesNo

Yes

No

Yes

Request to exercise options

Create reports for the transfer agent

Broker DepositsBroker InvoicesTransfer Agent

Instructions

Link the stock to be valued, the valuation method, and the

Estimate ID that represents the volatility, interest rate, and

dividend rate, and the volatility type for the current period

Valuation Table

Specify how the transfer agent is to issue

exercised shares and specify the legends to display on issuance

instructionsExercise Options

Decide if creating grants

using?

Request stock action processing

Process Stock Action-Work List

Review or update option

groups?

Issue the shares in a stock certificate,

electronically deposit them with a

stock broker, or hold in escrow until the option meets

restrictions, such as vesting

Identify certificate information, brokerage instructions , escrow

information or registration and address information

Exercise Options

Review stock action resultsReview Stock

Action Messages

Stock Options

Create reports for the Transfer Agent and

BrokerTransfer Agent

InstructionsBroker DepositsBroker Invoices

Method to process

dispositions?

Create a vesting schedule and validate

ISO limitsMaintain Grants

Specify the Stock ID, Valuation ID, and

expected life years for the grants you wish to value

and perform stock option valuation

Process Grant Valuation

Reverse a valuation?

Stock options restricted and to

be released when vested?

Errors exist that require correction?

Identify expected

dividend yield


America Provide ordinary income for disqualifying dispositions for

inclusion on W-2

Process dispositions in batch process

Process Dispositions-Batch Up

Provide payment instructions and

details to Accounts Payable


America Provide disposition

information

Review historical volatility of a stock to assist in

determining the expected volatility for the future

Expected Volatility Report

Receive information about dispositions from

optionees, transfer agents or brokers

Record fees and commissions that the optionee pays to sell

exercised sharesExercise Options

View employee personal profile information

Review Personal ProfileAdd a Person

Modify a Person

View stock reprice information

Repricing Report

Review grant processingReview Grant MessagesVariable Comp Message

Report

Integration with PeopleSoft Payroll for North America

Adjust grants?Change the brokerage choice for a

group of participantsUpdate Mass Issuance

Review Mass Issuance Messages

Specify the Stock ID, and Select the grants for which

you want to reverse the valuation process

Reverse Grant Valuation

Create report providing detailed information about a disqualified disposition for

optionee to use with income reported on W-2 form Disposition Receipts

No

Provide grant data to variable

compensation planEIP (AM): GRANT

DATA

Reprocess

Receive approved VC stock awards

EIP (AM): AWARD_DATA

Review information on shares to eligible

for repurchaseSubject to

Repurchase

Instruct the escrow agent to release restricted shares from the escrow account and return them to the transfer agent for

re-issuance; instruct the transfer agent to reissue the shares released from escrow

Record payments made to the company on releases and view outstanding balances

Release Options

Identify participants' elections to be

included or excluded in the stock repricing

Participation

Verify that the grants to exercise are active and

not pendingExercise OptionsExercises-Hidden

Create option groups and define the criteria for selecting options for the option group Define Option Group

View the existing release transactions for the grant and identify/

update basic parameters of a release

of restricted sharesRelease OptionsReleases-Hidden

Provide report of all W-2 income generated from

disqualifying dispositions not reported through PeopleSoft Payroll for North America to

the Payroll AdministratorISO DD to Payroll

Create stock option reports?

Optionee filed an 83(b)

election at the time of exercise?

Review, by optionee, the amount of the $110,110 ISO limit used each year for every ISO grant and the remaining available value for each year

ISO Limit

Provide release receiptsRelease Receipts

Determine participants' eligibility for

repricing Determine Eligibility

Create receipt for optioneeRepurchase

Receipts

Reprice stock optionsDefine Stock

Repricing

Calculate the taxes related to the exercise manually or

by utilizing integrated processes with NA Payroll

Exercise Options

Identify the number of shares exercised and the methods for calculating the costs and taxes due based on the exercise

date Exercise Options

Review the options that meet the selection

criteria, make adjustments and/or

finalizeDefine Option Group

Identify the records and fields that are available to users when creating and

viewing option groups Option Group Security

Record payments made to the company on the

exercise and view outstanding balances

Exercise Options

Review summary or exercise and release transaction

information, identify disqualifying dispositions

Maintain DispositionsRelease Disposition Exercise Disposition

Decide if need to administer

INTEGRATION NOTE: Ordinary income can be sent from dispositions to the Load/Reset Paysheet

transaction record (PSHUP_TXN) in Payroll for North America by clicking the Update Payroll button on the Exercise Disposition or Release Disposition page in

Stock Administration

Identify the grant number in order to review repurchase

transactionsRepurchase OptionsRepurchases-Hidden

Print reprice Election forms and send to plan

participants for their acceptance

Create Reprice Election Forms

Report Stock Sales

Provide options exercise receipts

Exercise Receipts

Reprice grants according to

specified criteriaProcess Repricing

Identify general information about grant such as status, date, shares

granted, reason, and priceMaintain Grants

Reverse repricingReverse Repricing

Identify risk-free interest

rate

Review reprice processing

resultsReview Reprice

Messages

Calculate the total cost due to the company for the exercised shares and

related taxes and record swap and trade information

Exercise Options

Identify certificate information, brokerage

instructions, escrow information/registration and address information

Release Options

Specify expected rates for volatility, risk-free interest, and expected dividends for use by the Black-Scholes

pricing model and update for values for current period

Estimate Table

Using automated process through worklist?

Integration Note: Calculate the taxes by integrating with PeopleSoft Payroll for North America, using the stock tax tables, or

entering taxes manually. If you use PeopleSoft Payroll for North America, you can send the tax information to that system. To

reverse a payroll transaction that you sent, void the exercise and send the information to payroll as a reversal

Review the future vest dates for restricted exercises to determine when restricted shares can be released

Restricted Vesting Forecast

View stock option information

Stock Option Summary

Stock Option Activity

Track Daily Stock Prices and

Calculate Balances

Review the valuation results for a particular employee and grant

Maintain GrantsGrant Valuation Report

Adjust granted options

Modify Grants

Record fees and view net proceeds that the

optionee receives for a Same Day Sale or Sell

to Cover Release Release Options

Identify repurchase information including status, date, and number of shares

Repurchase Options


Create reportsFAS 123 Option

Expense

Provide a disposition reported through the self-service module to payroll

Confirm Self-Service Dispostn

Integration with PeopleSoft Payroll for North America

Action?

Adjust stock actionsProcess Stock Action-Manual

Receive notification of

stock option grant

Request to sell or transfer

stock

Provide report of all voided disqualifying dispositions for which W-2 income that was

calculated was sent to payroll

ISO DD to Payroll Reversals

Award grants to optioneesReview Unprocessed VC

AwardsCreate VC Grants

Review repricing messages

Review Reprice Messages

Verify that daily prices are current

Maintain Daily PricesDaily Prices Report

Designate individuals subject to SEC Section16 reporting and Regulation S-K

proxy requirementsMaintain Insiders

Receive notification of employee HR status change, such as a

termination or return from leave of absence, and

need to incorporate changes with stock plan

participationWORKFLOW

Correct reprice errors

Calculate weighted average expected remaining life for

outstanding shares of option and derive expected term input for

Black-Scholes modelExpected Life Years Analysis

Process mass updates?

Calculate the taxes related to the release manually or

by utilizing integrated processes with NA Payroll

Release Options

Receive notification to reacquire shares from restricted exercises due to a termination,

prior to vesting

Identify missing valuation records for

stock options Valuation Audit

Report

Provide stock issuance instructionsIssuance Instructions

Create or modify issuance and registration instructions for

individual participantsMaintain Issuance Instructions

Identify tax due to the company if the optionee did not pay taxes at the

time of exercise and record trade information

Release Options

Award Performance

Incentives

Review employee stock options

Employee Stock Option Summ

Automated

Manual

Verify Stock PlanParticipation

Repurchase Stock

Grant transactionsShares Granted

Shares ExercisedShares CancelledShares Released

Shares Repurchased

RegulatoryPlan Summary

Common TransactionsPotential Diluted

Disclosure SummaryOutstand/Exercisable By

Price

Stock Activity Stock Activity Summary

Stock Activity Details

ReconciliationIncome/Taxes

Income/Taxes ReversalsISO DD to Acctg/Tax

ExpenseVariable Accounting

AccrualAPB 25 Expense



PeopleSoft Enterprise Manage Pension



Plan Rewards Measure Reward Effectiveness

Review Employee and Plan

Information

Provide Estimates for Service Buy

Back

Determine Current Pension Benefits

Track Domestic Relations Orders

Update Pension Data for Rehired

or Deceased Participants

Create and Distribute Payment

Information

Create Pension Regulatory Information



PeopleSoft Enterprise Review Employee and Plan Information



Employee Personal Info

Benefits

Non-SpouseBeneficiaries

PrimaryJob

Balances

Status

History

Review/UpdateParticipant

Plan Information

Review dates, payments, and totals for benefit plan

Review Balances and Totals

Review chronological history of the

employee's salaried/hourly status

Review Job History

Employee Job Info

Review employee's address and phone

number Review Employee

Information

Review or update?

Review address , phone number, and personal info for each of the employee's

dependents and beneficiaries

Review Employee Information

PlanRewards

Review complete history of the employee's

compensation rate and employee type

Review Job History

Review employee's work history, current

job data, personal data and pay data

Review Employee Information

Identify benefit plan, participation, employee minimum benefits, and

startup values Update Employee Plan Data

Identify non-spouse beneficiaries

Plan Beneficiaries


Override primary jobOverride Primary Job

Review and/or update dependent/beneficiary name,

address, and personal information

Update Dependent/Beneficiary

Review pension status and plan dates, eligibility, balance, and participation history, service dates, and account details

Review Plan History

Review employee pension status history or make manual changes to the

pension statusIdentify Pension Status

Review employee's action and reason

history to verify termination or

retirement Review Job History

Action?



PeopleSoft Enterprise Provide Estimates for Service Buy Back



No

Yes

No

Identify the plan and plan-specific

information on ages, dates, and

overrides Define Calculation

Review processing information for a

specific calculationReview Calculations

Adjust service credit values or other

numerical values for estimate

Define Calculation


Yes

Adjust individual calculations?


Create additional estimates?

Determine or verify plan eligibility and participation history, update service, update pension statues

and plan datesRequest ProcessReview Process

Receive employee decision and adjust service and

update account balances for those employees who

buy back serviceUpdate Employee Plan

Data

Calculate pension according to

specified parameters Request Calculation

Review or update an employee's

calculated service credit

Update Employee Plan Data


Provide results of estimates to

employee


PeopleSoft Enterprise Determine Current Pension Benefits



No

Yes

Calculation Details

Calculation Summaries

Eligibility Results

Detailed Calculation

Results

Factors

Yes

No

Account Details

Plan Information

Social Security Benefits

Resolve Calculation

Issues

Employee or Job Data

BenefitsInformation

Payroll Information

PensionInformation

Identify Human Resources

Status Changes that Impact

Pension Benefits

Retrieve Payroll Information

Update Contributory Plan Account Balances

Create Notifications and Track

Correspondence with Participants

Provide Pension Estimate Information

EligibleRetirees

TerminatedEmployees

Archive and Protect Benefit Calculation

Update Cash Balance Plan Account Balances

Archive Payroll Data

Delete Pension Calculations

No

Yes

Update Calculation Tables

Using individual calculation

components?

Review benefit eligibility results

Benefit EligibilityBenefit Calculation

Employee Paid BenefitCovered CompensationBeneficiary Information

Social Security

Archive payroll data for future use

in calculationsRequest ProcessReview Process

Specify the calculation to protect in order to prevent anyone from deleting the results, modifying the calculation

parameters or rerunning the calculationProtect Calculations

Create form letters to provide pension

benefits information and election options

for participantsParticipation Ben

SelectionAssign activity list to participant and

periodically identify completed activities Assign Activity List

Review?

Review summary results for a specific

calculation Create Worksheet

Review a summary of the calculation

resultsReview Calculation

Results

Calculate pension according to

specified parameters Request Calculation

Review detailed calculation results

Calculation InputsBenefit Calculation

Optional FormsVesting

Service ResultsFinal Average Earnings

Delete calculationsRequest ProcessReview Process

Adjust individual calculations?

Add or subtract numerical values from

function results Define Calculation

Using groups for calculation

Update employee contributory

balancesRequest ProcessReview Process

Review or update an employee's

contributory account Update Employee

Plan Data

Review cash balance account and account

results Cash Balance Account

Employee Account

Review detailed information about how the employee's Social Security benefit was

calculatedCreate Worksheet

Review age adjustment and death coverage factors for

retirement Age Adjustment FactorsDeath Coverage Factors

Identify employee group for

calculation Create Group List

Review messages and errors


Retrieve and consolidate payroll

data for calculations and contributory plans

Request ProcessReview Process

Document elections and

correspondence with participants

Capture Comments

Review or update an employee's cash

account informationUpdate Employee

Plan Data

Review or update an employee's calculated

service creditUpdate Employee Plan

Data

Review employee information that may

have affected the calculation

Review Main Results

Create form letters to provide pension

benefits information, payment schedule and

election options for recipients

Participation Ben Selection

Review processing information for a

specific calculationReview Calculations

Document elections and

correspondence with recipients

Capture Comments

Action?

Review detailed results for a

specificcalculation

Create Worksheet

Identify benefit plan, calculation

name, and pension related

comments Capture

Comments

Review plan participation and eligibility results

Plan Participation Plan Eligibility

Identify Plan Admin Info Update employee cash account

balancesRequest ProcessReview Process


Information

Action?

Identify override values for specific

calculation components

Define Calculation

Review 415 limits to an employee's

combined pension benefits from all

plans Review Main Results

Update calculation tables30 Year T-Bond Rates

401(a)(17) Limits 415(e) Limit

Consumer Price Index (CPI-W) Delayed Retirement Credit

Disability Drop Years Federal Midterm Rates

Max Taxable Wage Base National Average Wage

PBGC Rates

Determine or verify plan eligibility and

participation history, update service, update

pension statues and plan dates

Request ProcessReview Process

Create notifications

for?

Review or update employee's

consolidated earnings, hours, or contributions Review Consolidation

Results

Identify the plan and plan-specific

information on ages, dates, and

overrides Define

Calculation

Review?

Identify individual calculation components to calculate

specific results without running through an entire calculation

Define Calculation

Review personal data, calculation summaries, and

detailed calculations Review Main Results

Plan Rewards

Adjust CalculationParameters


See section titled: Update Pension

Participant Information

Manage Payroll

Manage Benefit Enrollment

Section: Calculate Pension Benefits

and Validate Results

Section: Calculate Pension Benefits

and Validate Results

Provide pension estimate to participant


PeopleSoft Enterprise Create and Distribute Payment Information


Manually

Using Automated Processing

No

Yes

Update Payee

Create New Payee

Beneficiary

Employee

Create Payment

Review/Update Payee

Calculate COLA

AdjustContributions

Apply Off-Cycle

Adjustment

No

Yes

Yes

No

No

Create Pension Regulatory Information

Extract trustee information including

payment-related information

Flatfile Trustee ExtractOnline Trustee Extract

Identify active employee record number and benefit plan and

indicate withdrawal details Withdraw Contribution

Identify personal information such as

name, address, gender, marital

status, and National ID

Update Payee Personal Info

Decide if need

to?

Yes

Determine Current Pension Benefits

Identify benefit plan and record number

for payee; review or update personal or

job informationCreate Payee

Research and resolve issues

Review a list of all the payee records

associated with a particular employee

Review Payee Cross Reference

Review trustee information

including payment-related information

Review Trustee Extract Content

Track Domestic Relations Orders

Review trustee summary

Review Trustee Extract Summary

Identify pay periods for a

particular plan Set Plan Pay

Periods

Review preliminary payment information

by period and employee

Review Payment Results

Ready to confirm

payments?

Setup pay calendar?

Decide if payee is?

Calculate retiree cost of living adjustments and schedule new payment amount for employees

receiving benefits Calculate COLA

Identify payee's new job record

Update Payee Job Data

Payee Pers/Job Data

Identify optional forms?

Create preliminary payments

Create Retiree Payments

Identify benefit plan information that

determines eligibility for retiree benefitsUpdate Payee Job

DataPayee Pers/Job Data

Action?

Create an additional

payee?

Confirm and finalize payments

Create Retiree Payments

Identify payment schedule, scheduled

amounts, descriptive and funding source

information about the payment

Create Manual Schedule

Action?

Identify other payment-related

informationIdentify Payment-

Related Info

Verify payee records

Review Payee Cross

Reference

Create payment schedules using automated processingRequest Payment Schedule

Create schedule?

Review total payments issued during the scheduled period,

employee-level break down of the payments issued, and rollover

details Review Payment Results

Review Payment Results ReportPayment Rollover Report

Identify one-time payment adjustment

Make One-Time Adjustments

Identify employee's optional form

selection Identify Optional

Form


PeopleSoft Enterprise Create Pension Regulatory Information



Identify yearly social security earnings

Yearly Soc Sec Earnings

Create or update?

Create year end statutory information

Actuarial Valuation ExtractForm 5500 Participation Cnt

Plan Summary

Identify defined contribution fraction and 415(e) limit

415(e) Limit





PeopleSoft Enterprise Track Domestic Relations Orders



No

Yes

PlanRewards

Review pension history to determine if the

participant has been receiving payments


Assign activity list to participant and

identify completed activities to qualifyAssign Activity ListDefine Activity Lists

Benefit payments have commenced?

Identify receipt of a domestic relation order and related activities, and once determined, verify that the

order is qualified Create DRO

Track all communications between organization, employee, spouse and

court Capture Comments


Information

Identify the amount awarded to the alternate payee

Administer QDRO

Make payment adjustment to recipients benefit to comply with

court orderMake One-Time Adjustment

Adjust benefits and override calculation elements


Receive court instructions to pay a specified portion of an employee's

benefit to an alternate

payee


PeopleSoft Enterprise Update Pension Data for Rehired or Deceased Participants



No

Yes

No Beneficiaries

Exist

Beneficiary on Record

Deceased Participant

EligibleRetirees

TerminatedEmployees

Review address , phone number, and personal info for each of the

employee's dependents and beneficiaries

Review Employee InformationPlan Beneficiaries

Review Payee Cross Reference

Create notifications

for?

Assign activity list to participant and

periodically identify completed activities Assign Activity List

Review pension history to determine if the deceased

participant has been receiving payments

Identify Pension Status

Document elections and correspondence

with participantsCapture Comments

Prorate pension benefits if employee is deceased prior

to being eligible for payments


Make adjustment for a ?

Verify that elections for payment have been

recordedUpdate Employee Plan

Data

Document elections and correspondence

with recipientsCapture Comments

Create form letters to provide pension benefits information and election options for participants



Review pension history to determine if the participant has been receiving payments, and if needed, discontinue payments

Identify Pension StatusCreate Manual Schedule

Decide if there is?

Review pension history to determine if the participant

has been receiving payments, and if so, discontinue

paymentsIdentify Pension Status

Create Manual Schedule

Create form letters to provide pension benefits

information, payment schedule and election options for recipients


Decide if in payment cycle?

Identify benefit plan, calculation name,

and pension related comments

Capture Comments

Identify recently rehired or deceased pension

recipients Request ProcessReview Process

PlanRewards

Rehired Participant

Need to track Correspondence with Beneficiary Recipients



PeopleSoft Enterprise Analyze Total Compensation



Stock Administrator

Line Manager





ManageStock Plans

Award Performance

Incentives

Process Compensation

Data

Manage Benefits

Manage Pension

Analyze Compensation

Information


PeopleSoft Enterprise Process Compensation Data



Stock Administrator

Line Manager



ManageStock Plans

Manage Benefits

Award Performance

Incentives


Manage Pension

Benefits Information

Base Pay/Variable

Compensation Information

Payroll Information

Add ad hoc compensation for a group of employees

Adhoc Comp for Organization

Type of information to

extract?

Add ad hoc compensation for a small number of employeesAdhoc Comp for Employees

Extract benefits and deductions data

Extract Comp or Payroll Data

Collect benefits enrollment data effective per the

reporting plan and calculate the employee and employer

share of the pricesCalculate Benefits

Extract variable compensation award

information Extract Comp or Payroll Data

Extract base pay (MCOP) data Extract Comp or Payroll Data

Extract U.S. taxes from payroll


Add ad hoc information?

Review information about any errors that occurred

during the benefits calculation process

Review Benefits Calculation

Extract benefits and deductions from payroll


Extract Canadian taxes from payroll


Extract earnings from payrollExtract Comp or Payroll Data

View the status of the extracts for a given

reporting plan Review Status of Extract

For group of workers?Yes

Yes

No

Analyze Compensation

InformationNo


PeopleSoft Enterprise Analyze Compensation Information




Process Compensation

Data

Multi-Dimensional

Analysis and Reports

Individual Summaries

Group Member Details

Group Member Aggregations

Base and Variable Pay in Excel Format

Create a listing of all compensation for each individual,

designed for distribution to employees or view online

Total Comp Statement ReportReview Employee Total Comp

Review?

Create aggregated information for each individual within a group that

you specifyGroup Summary Compensation Rpt

Create detailed information about each compensation type for each individual within a group that you

specify Group Detail Compensation Rpt

Launch Excel with information (base and variable pay) that you extract from PeopleSoft Human

ResourcesTransfer Comp Data to Excel

Build the OLAP cubeBuild Cube

View and analyze the Compensation and

Headcount/FTE cubes with third party collaboration and

integration


PeopleSoft Enterprise Measure Reward Effectiveness

Data Administrator





Stock Administrator

Line Manager




Award Performance

Incentives

Manage Stock

Manage Benefits

Manage Pension

Plan Rewards

Understand the Business Process

Determine the Analytics

Required to Support

Processes

Map Data Elements




Ledger


Performance


Analyze Reward Performance


PeopleSoft Enterprise Perform Activity-Based Analysis

Data Administrator

LedgerResource

EmployeeResource

Yes

No

Yes

Yes

NoActivities orCost Objects

Yes

Yes

Objects

Drivers

Yes

No

No

Resources

No

No

Yes

No

Take appropriate

action





Review Fragmentation






Run Jobstream







ABM Object Rates



Review AB AM objectsAll ObjectsResources




activities?

Copy an existing AB AM model

Copy Existing Model


Validate Model IntegrityCreate reports for cost

objects, calculations, and/or variances

Object RateTransaction Cost

Capacity Rate VarianceGL Drillback

Object AssignmentObject ContributionCost Object Listing

Object Cost

Add pointers?





Resource Target DriversResource ListingActivity Listing

Activity Target DriversCost Object Listing


ABM Driver Rate

Variance

Delete drivers?


Ledger

Assign costs from activities

to costobjects?



Analytics



Activity Volume

Create or update?

Copy existing?






information










Define Driver Quantities Define IBU Driver

CharacteristicsCopy IBU Driver

Copy Drivers Model to Model

Update existing or create

new model?



ABM Object Variance

Rates




Based on results of analysis, determine if wish to establish new

end-result targets



If new targets are not reasonable or not achievable, create what-if

scenarios and simulate the process changes involved.

Map ledger expense data to resources

Create Ledger Mapping RuleMap Expense to Data Resource











Use consistent values to assign

costs?




Run Jobstream


information



Data Administrator

Fact Data

CriticalData

Dimension Data







Account Codes

HRMS ApplicantApplicant Information

Applicant Accomplishment

Applicant CompetenciesApplicant DisabilityApplicants Email


Personal Data DetailsPersonal Names

National ID TypesPersonal Data National

IDsPrior Work Experiences

Employment Position

Job CodeJob Task













School Educations








Employee Variable Comp Rate Code Group Code

Variable Comp Plan




Vacation RequestVacation Service Rate





CodesVendor Address




General DemandRole



















Performance




SCM APInvoiceVendor





SCM InventoryItems


FamilyGroup


Warehouse




RequisitionBuyer









Receiver Header




Fixed Basis DimensionsSources

RulesRule Set

Job Association

Define Allocations





Data

Financial

SCM BillingBilling



Payment





CostInventory Trans



BOMItem SF

Order LineProd Oper List

Order SchedulePL/Prd Intgrt HeaderProduction Variances








Shipment Fact





Reviewer Competency






JobMajor Fact

Stock GrantVacation Accrual






Define framework?



scenario trees Business Units



calendarsPerformance Ledger




Business Units/

Scenarios

Performance Ledger

General Ledger

Create Rollup


Retrieve workforce

analytic data?






Treasury Deal Det


Ledger ADBLedger

PF LedgerRevenue

























Report





Variable Comp Plan




EmploymentPosition





Works Council


Rate CodeGrade












RoleRole Competency


TypesCompetency of Competency



School Type










Survey Unit Code

Type of dimension data



Channel Partners

CRM MarketingLeads




Offer Discount




StageOpportunity




Case LeadCase Type









Entitlements


(CRM) Warehouse






Source Unit Mapper







No

Yes



PeopleTools Options


Record Suite



No


exist



Temporary Table












Define Template


Define BAM models

Define Models








ReviewChecked

Out Models

Create/UpdateModel








Type of warehouse?




Sales Person Sales Order

Project









Inventory Package












Receiver Header


Review and correct?




Ledger


IndustryTerritory

CRM MarketingLeads




Offer Discount
























Unit Code Tree




Setup Geography ID MapGeography ID Map Report







Index Rate Income

Instrument Volume















Table MapData Map

Create or Update

Metadata


needed


Metadata Search


Add NewObject


Delete Metadata


Impact Analysis


neededMass Validate










columnsFilter

ConstraintDataSet

Expression


warehouse



Summary




Budget PeriodChannel

CompanyCustomer



Department Node


GeographyLocation






Data Administrator

Yes

AllOther

No

Yes No

Yes

Yes

No No

LedgerMapper

No

Yes

Yes

No

Yes Yes

No

No Yes

No

Createor update

jobstreams?





(ADB)



groups RuleSet

Posting Method?

Set tolerances?



Metadata


Processing Messages

Build Business




Update scenario for ledger mapped

method?



Details


Analytics

Set tolerances ?


time?



Metadata


assignmentValue Objects

Posted inerror?




(ADB)


Edit Journals (ADB)

Review assignment processing results

Rules



Re-edit corrected

data ?


Job Association





Review and /or correct errorsCorrect ErrorsCorrect Journal Errors (ADB)

Clean up journalsRequest Journal

Clean upRequest Clean up

(ADB)

Review?




Data Administrator


Employee

No

Yes


Analytics




















Manual KPI Search

KPI QueryView performance results by category









Assessment






ObjectsTarget Rule

OptionsWeight Scale









KPI Expressions


Setup Portfolios






View information about scorecard

components and KPIs My Favorites





Data Administrator





Time Dimension

Type of data mart ?


Ledger



Performance


DimensionElement

FactHierarchy




Time Dimension

Analyze Reward Performance


Account TreeAccount Tree Nodes


Build Data Mart




Territory Tree Data


People Soft HCM 9.0 Business Process Maps

Documents

Transcript of People Soft HCM 9.0 Business Process Maps