PeopleSoft HRMS Training

• Personal Information

  • Compensation History

  • Status

    • Employee Status Field

    • The Status Date

    • Long Term Disability Issue

  • The Job Tables

    • Identifying Jobs On PS_JOB

    • Storing History: Effective Sequence

      • Tracking Actions

    • Actions and Action Reasons

    • Linking Employees to Common Data

    • Human Resource Settings

    • Payroll Settings

      • Company and Paygroup

      • Tracking Hourly Employees and FTE

      • Other Payroll Identifiers

      • Compensations

    • Benefit Settings

      • Benefits Status

      • Benefits Base Rate

      • Custom Fields

      • FLSA Status

  • Personal Data for Other Countries

  • Citizenship Status

  • Referrals

  • Educational Status

  • Birth Information

  • Original Hire Date

  • Non-Employees on Personal Data

  • Resident Address and Phone

  • PeopleSoft Name Format

  • Identifying Employees

  • Personal Data

  • Understanding Effective Dated Personal Data

    • Name Differences

  • Using Social Security Numbers

    • The NID Table and Identifiers

    • National Ids

    • Querying the National ID

• Position/Job History
• Corporate Hierarchy
• Employment Information

  • Background Information

  • Position Management Fields

  • Payroll Settings

  • Benefits administration flag

• Working with Payroll

  • Batch Processing Payroll Data

  • The Payroll Process

    • Paysheets

    • Payroll Calculations

    • Payroll Confirmation

    • Identifying Payroll Process Achievements

  • General Ledger

  • Looking at a Specific Payroll Run

    • Paycheck table with Payroll Queries

    • Payroll Keys

    • Current Payroll

    • Pay Run Id

    • Payroll Dates

    • Multiple Jobs

    • Taking Deductions

  • Payroll Tables

  • The Paycheck

    • How are Paychecks Created

    • The Paycheck tables

      • Payroll keys

      • Alternate Keys

      • Paycheck Accounting

    • Different Kinds of Paychecks

  • Earnings

    • Defining Earnings

      • Earn Codes

      • Defining an Earnings

    • Retrieving Earnings for an Employee

      • Pay Earnings Table

    • Feeding PeopleSoft

  • Deductions

    • Getting to know Deductions

      • Deduction Code and Class

      • Defining Deduction

    • Enrolling Employees In Deductions

      • General Deductions Tables

      • Verifying Eligibility

    • Retrieving Deductions

      • The Pay Deduction Table

  • Taxes

    • Tax Location

      • State and Locality

      • The Other States

      • Tax Location Code

    • Defining A Tax

      • Local Taxes

      • State and Federal Taxes

      • Tax Types/Rates

    • Employee Tax Elections

      • Special Withholding/Allowances

      • FICA and EIC

      • W-2 Settings

      • State Settings

      • Local Settings

    • Retrieving Taxes

  • Garnishments

    • Setting up Garnishments

      • Employee Garnishment Specifications

    • Retrieving Garnishments

      • The Pay Garnish table

    • An Accounts Payable Interface

  • Year End Processing

    • The W-2 Design

      • W-2 Parameters

      • Adding Data Using Delivered Reports

      • Multiple W-2s

    • Using W-2 Tables

• Navigating Benefits
• Introductions To Benefits
• Understanding Benefits Administration

Basic Benefits Terminology

• Benefit Plans and Plan Type

• Benefit Program Costs

• Specifying Benefit Plan Settings

• Linking Plans

• Defining Plan and Plan Type Setting for a Program

• Defining a Benefit Program

• Benefits Program

Benefits Control Tables

• Base Benefits Control Tables
• Benefits Administration Control Tables

The Benefits Administration Process

• BAS Activity / Manual Entry
• On-Demand Event Maintenance

Tracking PeopleSoft Benefits

• Benefits Interfaces
• Benefits Reports

Health and life plan Elections

• Elections
• Dates
• Determining the Current Enrollments
• Locating a Terminations
• Life Plans

Dependents And Beneficiaries

• How are Dependents and Beneficiaries Stored
• Locating all dependents for a Participant
• Determining Dependent Coverage

Rates

• Rate tables
• Calculation rates

PeopleSoft Query

• Query Basics
• Advanced Query Topics

Using SQR with PeopleSoft

• Why SQR
• Using SQR with PeopleSoft
• Types Of SQR
• Basic SQR Nested Query
• Understanding Delivered SQR Programs