PeopleSoft Functional Interview Questions

What are checklists? Give an example from the delivered checklists. How will you create a checklist of your own? Explain by giving an example.

Checklist is a handout type of a utility for the user that can be referenced to ensure that all the tasks the user has to accomplish are done and noted. Say, a recruiter or HR admin wants to a hire a new joinee in HRMS system, there is a recruitment checklist the user can use. When the user is done with all the data entry, he can refer to this checklist in the system. Checklist has a bunch of tasks like passport and documents verified, bank documents sent, offer pack issued, identity check etc. User can put the status against each task like initiated, completed etc.

This is a way of tracking that all formalities related to hire are completed. Admin can create new checklists also from Setup HRMS -> Common Definitions -> Checklists -> Checklist. If needed new checklist items can also be created from Setup HRMS -> Common Definitions -> Checklists -> Checklist items

What are all the main components for setting the hire template?

  1. Template Record/Field
  2. Template Section
  3. Template Category Table
  4. Template Creation

When do we use the concept of effective sequence?

Effective sequence concept is used in some key tables like Job. Job table has high volume of employee transaction data. There are multiple types of transactions and they are all action driven. It is very likely in a business scenario that employee has same type of transaction more than once in the same day. For example: Employee can have a data change action happening on the same day more than once. In such a situation, for the same employment instance, we now have more than one row with the same effective date. In order to uniquely store this second transaction, we need another primary key which is where effective sequence comes into play. Hence Job table has a primary key structure: Employee id, employee record number, effective date and effective sequence.

What is regulatory region? Usage?

A regulatory region is a region which has laws and regulations that are used by functionality in PeopleSoft HRMS. A lot of transactions are driven by regulatory requirements. These requirements include areas like ethnicity, disability, and health and safety. When driven by Regulatory Region, the regulatory codes, People Code edits, and set processing in the system can vary by country and for each transaction.

What is the most important Record in PS HRMS?

JOB record

What is dynamic view?

Dynamic View is similar to SQL View but we cannot build the dynamic view. When we do not want store the database then us dynamic view.

What is the difference between SQL View and Query View?

In Sql view manually write the SQL statement, Query view use the PS QUERY tool.

What is ERP and how it is related to SAP?

ERP is generally referred to a class of business software that addresses a business firm in totality, rather than one or two functions.For example, there are accounting software, inventory software, etc. that addresses a specific function of a business. However, ERP class software addresses all the functions of the business and provides an integrated view of the business to the management. SAP is a German company and is the world leader in ERP software across various industries.

How is standard hour and FTE auto calculated when entering job details for a new hire?

Standard hour is defined in multiple ways in the system. Under Setup HRMS - Installation table in HRMS options, there is a standard hour rule setup. This is at the system level. Here the admin will define the minimum and maximum hours for the HR system and also the default hours. The second place where the setup can be done is in the jobcode table setup. Under Setup HRMS -> Foundation tables -> Job Attributes -> Job code table. When a user sets up a job code then the standard hours value can be set specific to that job code. When employee job details are being populated based on the jobcode, the standard hours and FTE will get refreshed. Also values like regular/ temporary will get populated.

What is difference between Translate table and Prompt table?

There are few differences between Translate tables and prompt tables1. Translate tables have a max length of 4 char for each element. However, prompt table elements have no such limitation.2. There can be only 30 entries in a translate table. Where as prompt table can have n number of entries.

Explain What is the most important Record in PS HRMS?

  • 8.3 HRMS

    • PS_JOB

  • 8.9 HCM

    • PS_JOB

What are all the various types of SJT?


How to run the sqr in command prompt. What are the parameters that are used for running the sqr from command prompt?

PeopleTools is installed in D:\PT848\


D:\pt848\SQR\infup_file_name.sqr -i


D:\pt848\SQR\pssqr.ini -S -DEBUGX -PRINTER:PD -EH_PDF -f

D:\pt848\output_file_name.pdf -o




-i => Input file Directory

-f => Output File Name

-o => Log file Name

-ZIF => SQR Initialization File Name

What is the difference between Transaction table and setup tables?

Table Data which is going to change on daily is transaction table, Table data (Organisation Address, Phone No, Locations) which is going to change as part of the organisation approval is called setup tables

What are all the job level defaults?

  • Work
  • Job Information
  • Job Labor
  • Payroll
  • Salary Plan
  • Compensation
  • Employment Information
  • Benefit Program Participation
  • Earnings Distribution

How to retrieve the data from 3rd scroll, using traversing?




What are all the purpose of the Job Earnings Distribution Information Page?

We can distribute the worker’s compensation on the basis of the following:

  • Department
  • Job Code
  • Earnings Code
  • Business Unit
  • Shift
  • Position Number
  • General Ledger Pay type

When a user logs into PS by virtue of which security attribute does the system default users country, name format and company etc?

When a user logs in PS the system scans through the user profile to see the associated primary permission list.

There is a setup called org defaults by permission list. Setup HRMS -> Foundation tables -> Organization -> Org Defaults by Permission list.

For every permission list following field defaults are set here: Business unit, Setid, Company, Country, Regulatory region, Currency and name format.

Explain the concept of effective date and its advantages?

Effective date concept is used in multiple core tables in PS HRMS. For example in job this is a primary key. Purpose of this field is to differentiate multiple transaction rows for same employee that has happened on two different dates. Effective date is also used in a lot of setup tables for example location. A location is say active as of today but 5 days later if I wish to make it inactive how does the system recognize the current status of location 5 days in future. It will be done by using the most effective dated row for that location.

What are the different kinds of organizational relationships in HRMS? Explain each with relevant examples.

Different organization relationships a person can have are: Employee, Contingent worker or Person of Interest as per the person model. Employee is a permanent staff member of the firm who is paid by company payroll and has a hire row in job with all associated information like company, department, location and paygroup etc. Example is a permanent position for a chief executive or sales manager in the firm.

Contingent worker is a contractor in the organization mostly on an assignment. Personal information and job information is stored for a contractor in the system but person is not on the company payroll. Example can be a person from a third party company which is acting as a vendor for the firm to conduct a project for the firm needs. This person is a part of the project and working in the firm till the end of the project.

Person of interest has many flavors. There are various types of POI – Pension payee, external trainee, external instructor or board member. They are members who are connected to the firm due to some business purpose. There are two types of POIs- who have a row in job data and others who do not have. POIs who do not have job information have a separate mechanism in PS to maintain their data security.

PeopleSoft HRMS Functional Training

What are all the tree manager definitions?

  1. Level
  2. Node
  3. Parent
  4. Sibiling
  5. Child

What are all the job instances used for POIs?

  • COBRA qualified beneficiaries
  • Stock employees not administered in Human Resources
  • Global Payroll Employees
  • Pension Payees
  • Stock board members

What are Global assignments? What is Home and Host concept? How is international assignments security implemented?

Global assignments enables the organization to assign employees to a global assignment and to monitor, compensate and track education, qualifications for the employee and dependents as they move to multiple locations in the organization having presence in different geographies.

Employees are based in a Home location. The employee data, benefits and payroll information is maintained at the home location.

The new location where the employee moves is the Host location.

PeopleSoft delivers three options for International Security:

  • Home can see Host
  • Host can see Home
  • Both

International Security can be setup by navigating to: Setup HRMS -> Security -> Core Row Level Security -> Security Installation Settings

What are all the organisational instance components?

  1. Add Employment Instance (Job_Data_Emp)
  2. Add Contingent Worker Instance (Job_Data_CWR)
  3. Add Person of Interest Job (Jon_Data_POI)

When you access an HCM component, say, Job Data, certain values like business unit, company etc are defaulted. What governs this concept?

Values like business unit, company, country get defaulted by virtue of the user’s primary permission list. These default values are associated with SetIDs on the Business Unit Options Default page.

Using the tableset controls and business unit default options, the system determines the default values to enter in select fields on the component. So, when a user accesses a component that uses business unit defaults and selects a business unit, the system determines the setID which drives the defaults for the business unit on the Tableset Control –Record group page.

What are all the components available under Setup HRMS?

  1. Install
  2. Security
  3. Upgrade
  4. Foundation Tables
  5. Common Definitions
  6. Product Related
  7. System Administration

What are the different options of determining reporting hierarchy in PS as delivered?

To determine the reporting hierarchy for an employee in PS the delivered options are as follows:

  • If the organization is position driven and uses full position management then the reporting is based on reports to field.
  • If the organization is not position driven then the reporting can be driven based on supervisor id defined in job as one option.
  • If the organization is not position driven then the reporting hierarchy can be driven based on the department tree structure as well. Example: In job if the employee is in department X then the line manager will be the manager of that Department X. If the employee happens to be the manager of that department as well, then the line manager will be the manager of the parent department to X in the department tree structure.

What are all the statuses available on the template hire status page?

  1. Pending Hires
  2. Cancelled Hires
  3. Processed Hires

What is job family? How is it different from job codes in PS?

To identify a particular job in PS HRMS we use job code. Example: You can have a job code representing Administrative assistant. This jobcode will have a defaulted salary grade and standard hours. A collection of multiple such jobs grouped together which use this job code will make a job family.

What are all the statuses used to define templates?

  1. Test (Default Value)
  2. Active
  3. Inactive

How is Geographic location code different from locations?

Location is the core table which is used to define all the office locations of the organization. All locations are tied to a company and setid. Location is also tied to a department. Geographic location is a US federal concept. This is specific to a State –City code. Locality pay area and law enforcement officer special pay area calculations are noted in this setup. Based on the geographic location code setup the locality pay percentages are calculated and used in US payroll process.

What are the methods available to update worker’s compensation packages?

  • Seniority Pay increases
  • Grade Advance increases
  • Automated step increases
  • Step increases using review bands
  • Amount increases
  • Percentage increases