PeopleSoft HCM 9.1 Application Fundamentals PeopleBook

March 2012

PeopleSoft HCM 9.1 Application Fundamentals PeopleBookSKU hcm91fp2hhaf-b0312

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Contents

Preface

PeopleSoft HCM Application Fundamentals Preface .......................................................................... xxxv

PeopleSoft Products ................................................................................................................................... xxxvDeferred Processing ................................................................................................................................... xxxvCommon Elements Used in PeopleSoft HCM ........................................................................................... xxxv

PeopleBooks Standard Page Element Definitions .............................................................................. xxxvPeopleBook Standard Group Boxes, Naming .................................................................................... xxxixPeopleBook Standard Group Boxes, Pay Components ............................................................................ xl

PeopleBooks and the PeopleSoft Online Library ......................................................................................... xlii

Chapter 1

Getting Started with PeopleSoft HCM ......................................................................................................... 1

PeopleSoft HCM Overview ............................................................................................................................. 1PeopleSoft HCM Integrations .......................................................................................................................... 1PeopleSoft HCM Implementation .................................................................................................................... 1

Chapter 2

Understanding HCM ..................................................................................................................................... 3

Control Tables, Transaction Tables and Prompt Tables ................................................................................. 3Business Units, Tablesets and SetIDs ............................................................................................................. 4Effective Dates ................................................................................................................................................ 5Person or Position Structure ............................................................................................................................ 5

Chapter 3

Working with System Data Regulation in HCM ........................................................................................ 9

Understanding PeopleSoft HCM System Data Regulation ............................................................................ 9Components Used to Set Up Business Units and SetIDs .......................................................................... 9

Prerequisites .................................................................................................................................................. 10Working with Business Units ....................................................................................................................... 10

Understanding Business Units ............................................................................................................... 11

Contents

iv Copyright 1988, 2012, Oracle and/or its affiliates. All Rights Reserved.

Determining Your Business Unit Structure ........................................................................................... 12Working with TableSets ............................................................................................................................... 14

Understanding Tablesets ........................................................................................................................ 14Setting Up TableSet Sharing .................................................................................................................. 17Controlling Data Sets ............................................................................................................................. 18Referencing Multiple SetIDs .................................................................................................................. 19

Working with Permissions Lists and System Defaults ................................................................................. 24Linking to Permission Lists ..................................................................................................................... 24Defining Business Unit HR Defaults ..................................................................................................... 25Determining System Default Values ...................................................................................................... 26

Chapter 4

Working with Regulatory Regions ............................................................................................................. 29

Understanding Regulatory Regions .............................................................................................................. 29Understanding Regulatory Region Table Relationships ............................................................................... 30Establishing Regulatory Regions .................................................................................................................. 30Associating a Regulatory Region with a Transaction ................................................................................... 31

Understanding Regulatory Regions and Transactions ............................................................................ 31Maintaining Regulatory Regions ........................................................................................................... 32Using Regulatory Regions for Transaction Processing .......................................................................... 33Establishing Default Regulatory Regions .............................................................................................. 33Assessing the Impact on PeopleCode Transaction Processing .............................................................. 34Creating Prompt Edit Transaction Views for REG_REGION ............................................................... 35Adding REG_REGION to Human Resources Transactions .................................................................. 36

Chapter 5

Setting Up and Administering HCM Security ......................................................................................... 39

Understanding PeopleSoft Security .............................................................................................................. 39Understanding Data Permission Security for HCM ...................................................................................... 45

Data Security and Data Retrieval ........................................................................................................... 46Security Data .......................................................................................................................................... 49Security Join Tables ............................................................................................................................... 55Security Sets and Security Access Types ............................................................................................... 64HCM Security Process Flow .................................................................................................................. 67Example of HCM Data Permission ......................................................................................................... 68

Implementing Data Permission Security ...................................................................................................... 69Understanding Future-Dated Security ..................................................................................................... 70Understanding Special Job Security Options .......................................................................................... 71Pages Used to Implement Data Permission Security .............................................................................. 72Installing HCM Security ........................................................................................................................ 72

Contents

Copyright 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. v

Viewing Security Sets ............................................................................................................................ 76Setting Up Security Update Groups ....................................................................................................... 77Enabling Security Types ........................................................................................................................ 78Entering SQL Statements ....................................................................................................................... 81

Setting Up and Assigning Tree-Based Data Permission ............................................................................... 82Understanding Data Permission Security by Department Security Trees .............................................. 83Pages Used to Set Up and Assign Tree-Based Permission ..................................................................... 85Creating and Modifying Security Trees ................................................................................................. 86Auditing Security Trees ......................................................................................................................... 89Assigning Tree-Based Data Permission to Row Security Permission Lists .......................................... 90Refreshing SJT_CLASS_ALL with Tree and Row Security Permission List Data ............................... 91

Assigning Role-Based Data Permission Security to Permission Lists ......................................................... 91Page Used to Assign Role-Based Data Permission Security to Permission Lists ................................... 92Granting Data Access to Permission Lists by Field Value .................................................................... 92

Refreshing Security Join Tables ................................................................................................................... 93Understanding When to Run the Refresh Processes ............................................................................... 93Pages Used to Refresh Security .............................................................................................................. 99Running the Nightly Refresh Process .................................................................................................. 100Running the Transaction Security Join Table Refresh Process ............................................................ 101Running the Refreshing SJT_CLASS_ALL Process ........................................................................... 103Running the Refresh SJT_OPR_CLS Process ...................................................................................... 104

Querying Data Permission Security ............................................................................................................. 105Understanding Data Permission Queries ............................................................................................... 105Pages Used to Query Data Permission Security .................................................................................... 107Finding Search Views ........................................................................................................................... 108Searching Security Data ........................................................................................................................ 110Searching User Security Data ............................................................................................................... 113Searching Transaction Security Data in SJT_PERSON and SJT_PERSON_USF ............................... 115Searching Transaction Security Data in SJT_DEPT ............................................................................. 117Searching Transaction Security Data in HRS_SJT_JO ......................................................................... 118

Creating Data Permission Security for Managers ....................................................................................... 119Understanding Data Permission for Managers ...................................................................................... 120Pages Used to Process Row Security for Managers .............................................................................. 121Processing Data Permission for Managers ............................................................................................ 121

Creating and Locking User IDs .................................................................................................................. 122Understanding Security for User IDs .................................................................................................... 122Common Elements Used in This Section .............................................................................................. 122Pages Used to Create and Lock User IDs .............................................................................................. 123Creating Users ...................................................................................................................................... 123Locking Users ...................................................................................................................................... 124

Setting Up Security for Local Functionality ............................................................................................... 125Understanding Security for Local Functionality ................................................................................... 125Pages Used to Grant Access to Local Country Functionality ............................................................... 125Granting Access to Local Country Functionality ................................................................................. 126Restricting Access to Local Country Functionality ............................................................................. 127

Contents

vi Copyright 1988, 2012, Oracle and/or its affiliates. All Rights Reserved.

Modifying Data Permission Security .......................................................................................................... 127Modifying Security for Hiring and Transferring Workers ................................................................... 127Allowing Workers to Update Their Own Data .................................................................................... 128

Chapter 6

Setting Up and Installing PeopleSoft HCM ............................................................................................ 129

Setting Up Implementation Defaults .......................................................................................................... 129Understanding Implementation Defaults .............................................................................................. 129Pages Used to Set Up and Report on Implementation Defaults ............................................................ 130Selecting PeopleSoft Applications for Your Installation ..................................................................... 131Selecting HRMS Options ..................................................................................................................... 132Entering Application- and Industry-Specific Installation Information ................................................ 136Entering Country-Specific Installation Information ............................................................................ 141Selecting Local Country Functionality ................................................................................................ 144Specifying the Starting Number for System-Assigned Numbers ......................................................... 145Defining Parameters for Using Third-Party Applications .................................................................... 148Entering Alternate Character Types ..................................................................................................... 150

Setting Up HCM Options on the PeopleTools Options Page ..................................................................... 151Administering Country Codes .................................................................................................................... 152

Understanding Country Codes .............................................................................................................. 152Pages Used to Administer Country Codes ............................................................................................ 152Viewing or Updating Country Information .......................................................................................... 153Specifying the Address Format for a Country ..................................................................................... 153Specifying the County, State, and City for a Country .......................................................................... 155Defining Additional Information for HCM Reporting Purposes .......................................................... 156Adding the State, Province, or Equivalent Entity for a Country .......................................................... 157

Setting Up Regulatory Regions .................................................................................................................. 158Page Used to Set Up Regulatory Regions ............................................................................................. 158Defining Regulatory Regions ............................................................................................................... 158

Establishing Regulatory Transaction Types ............................................................................................... 160Understanding Regulatory Transactions ............................................................................................... 160Pages Used to Update or Add Regulatory Transactions ....................................................................... 161Adding Regulatory Regions to a Transaction ...................................................................................... 161

Installing Person Objects ............................................................................................................................. 162Page Used to Install Person Objects ...................................................................................................... 162Selecting Personal Data Installation Settings ........................................................................................ 162

Chapter 7

Setting Up and Working with Search/Match ......................................................................................... 165

Understanding Search/Match ....................................................................................................................... 165

Contents

Copyright 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. vii

Automatic Search .................................................................................................................................. 166Understanding Automatic Search Conditions ....................................................................................... 167

Setting Up Search/Match ............................................................................................................................. 167Pages Used to Set Up Search/Match ..................................................................................................... 168Defining Search Rule Codes ................................................................................................................. 169Defining Search Parameters .................................................................................................................. 171Defining Search Permissions ................................................................................................................ 173Viewing or Adding Search/Match Result Fields ................................................................................... 174Configuring Search/Match Results ....................................................................................................... 175Entering Search Results Details ............................................................................................................ 177Defining Search Results Exceptions ..................................................................................................... 178Configuring Search Result Permissions ................................................................................................ 179

Working with Search/Match ....................................................................................................................... 181Understanding the Difference Between Search Box Search and Search/Match .................................. 181Pages Used for Search/Match ............................................................................................................... 182Selecting Criteria for a Search ............................................................................................................. 182Viewing Search Results ....................................................................................................................... 186

Chapter 8

Setting Up and Working with External Search/Match .......................................................................... 191

Understanding External System Integration ................................................................................................ 191Understanding External Search/Match ........................................................................................................ 192

How to Search ....................................................................................................................................... 192Understanding External Search/Match Web Services ........................................................................... 194Search Results ....................................................................................................................................... 196

Setting Up External Search/Match ............................................................................................................... 196Prerequisites .......................................................................................................................................... 197Pages Used to Set Up External Search/Match Functionality ................................................................ 197Configuring External System Integration ............................................................................................. 197Configuring External Search/Match Options ........................................................................................ 198

Working With External Search/Match ......................................................................................................... 200Pages Used for External Search/Match ................................................................................................. 200Entering Search Criteria ........................................................................................................................ 201Viewing Integrated Search Results ....................................................................................................... 202Viewing Biographical Details ............................................................................................................... 207View Regional Details .......................................................................................................................... 209

Chapter 9

Setting Up and Working with Languages ............................................................................................... 211

Understanding Language Support in PeopleSoft ........................................................................................ 211

Contents

viii Copyright 1988, 2012, Oracle and/or its affiliates. All Rights Reserved.

Setting Language Preferences ..................................................................................................................... 212Using the Language Preference Page ................................................................................................... 212Using the International Preferences Page ............................................................................................. 213

Working with Alternate Character Sets ...................................................................................................... 213Understanding Alternate Characters ..................................................................................................... 214Understanding Alternate Character System Architecture .................................................................... 214Configuring Your System for Alternate Character Functionality ........................................................ 218Entering Alternate Character Information ............................................................................................ 219Finding Records Using Phonetic Searching ......................................................................................... 220

Chapter 10

Setting Up and Working with Currencies .............................................................................................. 221

Understanding Currency ............................................................................................................................. 221Configuring Currency Precision ................................................................................................................. 221

Understanding Currency Precision ........................................................................................................ 222Activating Currency Precision ............................................................................................................. 222Reporting with Currency Precision ...................................................................................................... 223Expanding a Database for Currency Precision ..................................................................................... 223

Viewing Multiple Currencies ...................................................................................................................... 226Viewing Information About Current Exchange Rate Calculations ............................................................ 226Running Currency Setup Reports ............................................................................................................... 226

Pages Used to Run Currency Setup Reports ......................................................................................... 227

Chapter 11

Setting Up and Working with Frequencies ............................................................................................ 229

Understanding Frequency IDs .................................................................................................................... 229Frequency IDs ....................................................................................................................................... 229Frequency with Compensation Rates ................................................................................................... 231Frequency with Payroll Calculations .................................................................................................... 232

Understanding Frequency in Compensation Rate Conversions .................................................................. 233Factors Applied to the Compensation Rate .......................................................................................... 233Conversion of Compensation Rates to Different Frequencies .............................................................. 235Job Data Pay Rate Frequencies ............................................................................................................ 237

Understanding Frequency in Global Payroll ............................................................................................... 238Frequency with Element Definitions .................................................................................................... 238Frequency with Generation Control ..................................................................................................... 240Using Frequency with Calendar Periods .............................................................................................. 241Using Frequency with Rate Codes and System Elements .................................................................... 242

Understanding Frequency in Payroll for North America ............................................................................ 242Compensation Frequency and Pay Frequency ..................................................................................... 242

Contents

Copyright 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. ix

Examples of Pay Rate Calculations ...................................................................................................... 243Proration of Pay Rates .......................................................................................................................... 244Exceptions to Frequency Table Use ..................................................................................................... 244

Defining a Frequency ID and Country-Specific Defaults ........................................................................... 244Pages Used to Define a Frequency ID and Country-Specific Defaults ................................................. 245Defining a Frequency ID, Type, and Annualization Factor. ................................................................ 245Setting Country-Specific Frequency Defaults ...................................................................................... 247

Chapter 12

Setting Up Organization Foundation Tables .......................................................................................... 249

Setting Up Person of Interest Types ............................................................................................................ 249Understanding POI Types ..................................................................................................................... 250Page Used to Set Up Person of Interest Types ...................................................................................... 250Defining POI Types .............................................................................................................................. 250

Setting Up Holiday Schedules ..................................................................................................................... 253Understanding Holiday Schedule Defaults on the Job Record ............................................................. 253Page Used to Set Up Holiday Schedules ............................................................................................... 255Creating Holiday Schedules .................................................................................................................. 255

Defining Business Units ............................................................................................................................. 256Pages Used to Update Business Units ................................................................................................... 256Adding and Updating Business Units .................................................................................................. 257Identifying Business Units in Other Applications ................................................................................ 261Setting Business Unit Defaults ............................................................................................................. 261

Entering Company Information .................................................................................................................. 263Understanding Companies .................................................................................................................... 264Pages Used to Enter Company Information .......................................................................................... 265Defining Companies ............................................................................................................................. 267Setting Default Information for Companies ......................................................................................... 269(Payroll for North America) Entering General Ledger Account Codes ............................................... 282(USA) Setting Up Tip Allocation .......................................................................................................... 284(USA) Entering FICA and Tax Information ........................................................................................ 285(BEL) Entering Default Information and Salary Factors ..................................................................... 287(BEL) Associating a Provider with a SetID ......................................................................................... 288Entering Phone Information ................................................................................................................. 289Defining Company Rules ..................................................................................................................... 290

(USF) Entering Agency Information .......................................................................................................... 291Understanding Agency Information ...................................................................................................... 291Pages Used to Enter Agency Information ............................................................................................. 291Entering Payroll Information ............................................................................................................... 292

Defining Establishments ............................................................................................................................. 293Understanding Establishments .............................................................................................................. 293Pages Used to Define Establishments ................................................................................................... 294

Contents

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Creating an Information Profile for a Business Establishment ............................................................ 295Setting Up Establishment Phone Numbers .......................................................................................... 302

Establishing Locations ................................................................................................................................ 303Understanding Locations ....................................................................................................................... 303Pages Used to Establish Locations ........................................................................................................ 304Entering Company Locations ............................................................................................................... 305Setting Up a Location Profile ............................................................................................................... 306

Establishing Military Locations ................................................................................................................... 311Pages Used to Establish Military Locations .......................................................................................... 312Defining Military Geographic Locations .............................................................................................. 312Entering Military Locations .................................................................................................................. 313

(USF) Establishing Federal Locations ........................................................................................................ 313Understanding Federal Locations .......................................................................................................... 314(USF) Pages Used to Establish Locations ............................................................................................. 314Defining Regions for Employees Who Receive Additional Pay ......................................................... 315Defining Geographic Locations ........................................................................................................... 316Adding Work Locations ....................................................................................................................... 317

Setting Up Company Locations .................................................................................................................. 318Pages Used to Set Up Company Locations ........................................................................................... 318Establishing Company Locations .......................................................................................................... 318

Maintaining Departments ............................................................................................................................ 319Understanding Departments .................................................................................................................. 319Pages Used to Maintain and Report on Departments ............................................................................ 320Defining Basic Information About a Department ................................................................................ 320Enabling and Controlling Department Information for Specified Customers ..................................... 326Running an SQR Audit to Cross-Check Departments ......................................................................... 329

(USF) Setting Up Federal Departments ..................................................................................................... 329Page Used to Set Up Federal Departments ........................................................................................... 330Setting Up Departments ....................................................................................................................... 330

Setting Up Primary Permission List Preferences ........................................................................................ 332Understanding Primary Permission List Preferences ............................................................................ 333Pages Used to Set Defaults for Permission Lists .................................................................................. 333Setting TableSet Sharing Defaults ....................................................................................................... 333Setting Payroll System Defaults ........................................................................................................... 335

Chapter 13

Setting Up Personal Information Foundation Tables ............................................................................ 339

Defining Citizen Status Codes .................................................................................................................... 339Page Used to Define Citizenship Statuses ............................................................................................. 339Defining Citizenship Statuses .............................................................................................................. 339

Defining National ID Types ........................................................................................................................ 340Page Used to Define National ID Type ................................................................................................. 340

Contents

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Assigning a National ID Type to a Country Code ............................................................................... 341Setting Up Additional Name Information ................................................................................................... 343

Understanding Additional Name Information ....................................................................................... 343Pages Used to Set Up Additional Name Information .......................................................................... 343Entering Name Types ........................................................................................................................... 344Entering Name Prefixes ....................................................................................................................... 345Entering Name Suffixes ....................................................................................................................... 346Defining Royal Name Prefixes ............................................................................................................ 347Defining Royal Name Suffixes ............................................................................................................ 348

Defining Address Types .............................................................................................................................. 348Page Used to Enter Address Types ....................................................................................................... 349Entering Address Types ....................................................................................................................... 349

Chapter 14

Setting Up Jobs .......................................................................................................................................... 351

Defining Job Subfunction and Job Function Codes .................................................................................... 351Understanding Job Subfunction and Job Function Codes ..................................................................... 351Page Used to Define Job Function and Job Subfunction Codes ........................................................... 352Setting up Job Subfunction Codes ........................................................................................................ 352Setting Up Job Function Codes ............................................................................................................. 352

Defining Job Families ................................................................................................................................. 353Understanding Job Families .................................................................................................................. 353Page Used To Set Up Job Families ....................................................................................................... 354Grouping Jobs Into Families ................................................................................................................ 354

Classifying Jobs .......................................................................................................................................... 354Understanding Job Codes ...................................................................................................................... 354Pages Used to Classify Jobs .................................................................................................................. 355Adding New Job Codes ........................................................................................................................ 356Assigning Points to Job Evaluation Criteria ........................................................................................ 366Associating Market Pay Matrices to Job Codes .................................................................................... 370Associating Salary Plan Information and Base Pay Rate Codes with a Job Code ............................... 371Associating Non-Base Pay Rate Codes with a Job Code ..................................................................... 373

Defining Job Tasks ..................................................................................................................................... 374Understanding Job Tasks ...................................................................................................................... 374Pages Used to Define Job Tasks ........................................................................................................... 375Defining Job Task Codes ..................................................................................................................... 375

Setting Up Pay Groups ................................................................................................................................ 376Understanding Pay Groups ................................................................................................................... 376Pages Used to Set Up Pay Groups ........................................................................................................ 378Setting Up and Describing Pay Groups ................................................................................................ 379Setting Up Process Controls for Pay Groups ....................................................................................... 382Setting Up Payroll Calculation Parameters for Pay Groups ................................................................ 384

Contents

xii Copyright 1988, 2012, Oracle and/or its affiliates. All Rights Reserved.

(USA) Specifying the FLSA Period Definition ................................................................................... 388(E&G) Entering Additional E&G Earnings Codes .............................................................................. 391

Running Job Code and Pay Group Reports ................................................................................................ 391Page Used to Run Job Code and Pay Group Reports ............................................................................ 391

Chapter 15

(USF) Setting Up Human Resources Management Tables ................................................................... 393Setting Up Federal HCM Control Tables ................................................................................................... 393

Understanding Federal HCM Control Tables ....................................................................................... 393Pages Used to Set Up Federal HCM Control Tables ............................................................................ 394Setting Up Disability Codes ................................................................................................................. 396Setting Up Legal Authority Codes ....................................................................................................... 396Setting Up Nature of Action Codes ...................................................................................................... 397Setting Up LEO Pay Areas ................................................................................................................... 398Associating Nature of Action Codes with Legal Authority Codes ...................................................... 399Setting Up Sub-Agencies ..................................................................................................................... 399Setting Up Personnel Office IDs .......................................................................................................... 400Specifying PAR Approving Officials .................................................................................................. 401Setting Up PAR Remarks ..................................................................................................................... 402

Running Federal HCM Setup Reports ........................................................................................................ 404Pages Used to Run the Federal HCM Setup Reports ............................................................................ 405

Viewing the Project Costing and General Ledger Business Unit Tables ................................................... 406

Chapter 16

Setting Up Banks and Bank Branches .................................................................................................... 407

Understanding Bank and Bank Branch Setup ............................................................................................. 407Banking Setup ....................................................................................................................................... 407(GBR) Bank and Building Society Setup in the UK ............................................................................ 407The CI_BANK_EC Component Interface ........................................................................................... 409

Setting Up Banks and Bank Branches ........................................................................................................ 409Pages Used to Set Up Banks and Bank Branches ................................................................................. 410Identifying Banks ................................................................................................................................. 410Defining Bank Branches ...................................................................................................................... 412Enter Brazilian Bank Branch Information ............................................................................................ 413

Setting Up IBAN Information .................................................................................................................... 414Understanding IBAN Setup .................................................................................................................. 414Page Used to Set Up IBAN Information ............................................................................................... 415Setting Up IBAN Information .............................................................................................................. 415

Specifying Source Banks ............................................................................................................................ 418Understanding Source Banks ................................................................................................................ 418

Contents

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Pages Used to Specify Source Banks .................................................................................................... 418Defining Source Banks ......................................................................................................................... 419Editing IBAN Information ................................................................................................................... 421(CAN and USA) Specifying Data for Banks in Canada or the U.S. .................................................... 422(JPN) Specifying the Account Type and Company Code .................................................................... 424

Reporting on Banks and Bank Branches ..................................................................................................... 425Page Used To Report on Banks and Bank Branches ............................................................................ 425

Chapter 17

Setting Up and Working with ChartFields and ChartField Combinations ......................................... 427

Understanding PeopleSoft ChartFields ........................................................................................................ 427Delivered ChartFields ........................................................................................................................... 427

Prerequisites ................................................................................................................................................. 431Specifying the General Ledger System and Version ................................................................................... 432

Understanding Comparison by General Ledger System and Version ................................................... 432Pages Used to Specify General Ledger System and Version ................................................................ 433Specifying PeopleSoft General Ledger ................................................................................................ 433Specifying Other General Ledger Systems ........................................................................................... 434

Setting Up the ChartField Configuration Template ..................................................................................... 434Understanding Standard ChartField Configuration ............................................................................... 434Pages Used to Review or Update the Standard ChartField Configuration Template ........................... 436Importing the ChartField Configuration From PeopleSoft Financials .................................................. 437Reviewing or Updating the Standard ChartField Configuration Template ........................................... 437

Entering and Maintaining ChartField Values .............................................................................................. 440Understanding ChartField Import from Financials ............................................................................... 440Understanding ChartField Values for Other Financials Systems ......................................................... 442Understanding Affiliate ChartFields ..................................................................................................... 443Understanding Project Costing ChartFields .......................................................................................... 443Pages Used to Set Up and Review ChartFields ..................................................................................... 444Adding Project and Grant Values .......................................................................................................... 449Adding Alternate Account Values ........................................................................................................ 450

Entering and Maintaining Valid ChartField Combinations ........................................................................ 452Understanding Combination Codes ...................................................................................................... 452Understanding Valid Combination Table Loading ............................................................................... 453Understanding Speed Types .................................................................................................................. 455Pages Used to Enter and Review ChartField Combinations ................................................................. 455Running the Load Combination Code Process .................................................................................... 456Defining Combination Codes ................................................................................................................ 457

Reviewing and Maintaining ChartField Transactions ................................................................................ 459Understanding the ChartField Transaction Search Page ....................................................................... 460Understanding the ChartField Transaction Table ................................................................................. 460Pages Used to Review and Maintain ChartField Transactions ............................................................. 460

Contents

xiv Copyright 1988, 2012, Oracle and/or its affiliates. All Rights Reserved.

Reviewing and Maintaining ChartField Transactions .......................................................................... 461Editing ChartField Combinations in HCM Transactions ............................................................................. 462

Understanding ChartField Validation ................................................................................................... 462Pages Used to Edit ChartField Combinations in HCM Transactions ................................................... 463Editing or Reviewing ChartField Details .............................................................................................. 463Searching by Combination Code ........................................................................................................... 465Searching by Speed Type ...................................................................................................................... 465

Chapter 18

Setting Up Local Country Functionality ................................................................................................. 467

Understanding Local Country Functionality Setup ..................................................................................... 467(CHE) Maintaining Swiss Postal Codes ..................................................................................................... 467

Understanding Swiss Postal Code Maintenance ................................................................................... 467Page Used to Maintain Swiss Valid Addresses ..................................................................................... 468Updating Swiss Valid Addresses ......................................................................................................... 468

(DEU) Setting Up the German Control Table ............................................................................................. 469Page Used to Set Up German Industrial Inspection Codes ................................................................... 469Setting Up German Industrial Inspection Codes .................................................................................. 469

(ITA) Setting Up Italian City Codes ........................................................................................................... 469Page Used to Load Italian City Data ..................................................................................................... 470

(JPN) Setting Up Japanese Control Tables ................................................................................................. 470Understanding Education Level Ages .................................................................................................. 470Pages Used to Set Up Japanese Control Tables .................................................................................... 472Setting Up the Education Level Age Table .......................................................................................... 473Establishing Japanese Salary Component Settings .............................................................................. 474Setting Up the Postal Code Table ......................................................................................................... 475Maintaining the Postal Code Table ...................................................................................................... 476

(NLD) Loading Dutch Postal Codes ........................................................................................................... 477Page Used to Load Postal Codes ........................................................................................................... 477Importing Postal Codes Into the Postal Code Table ............................................................................ 477

(ESP) Setting Up Spanish Control Tables .................................................................................................. 478Pages Used to Set Up Spanish Control Tables ...................................................................................... 479

(GBR) Setting Up National Insurance Prefixes for the U.K. ...................................................................... 479Understanding National Insurance Prefixes ......................................................................................... 479Pages Used to Set Up National Insurance Prefixes ............................................................................... 480Reviewing National Insurance Prefixes ............................................................................................... 480Updating National Insurance Prefixes .................................................................................................. 481

Chapter 19

Setting Up and Working with Market Pay .............................................................................................. 483

Contents

Copyright 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. xv

Understanding Market Pay .......................................................................................................................... 483Market Pay Functionality ...................................................................................................................... 483The Market Pay Process Flow .............................................................................................................. 483

Prerequisites ................................................................................................................................................ 486Setting Up Geographical Areas and Market Pay Matrices .......................................................................... 486

Understanding Market Pay Matrices ..................................................................................................... 487Pages Used to Set Up Geographical Areas and Market Pay Matrices .................................................. 487Defining Geographical Areas for Market Pay Matrices ....................................................................... 488Setting Up a Market Pay Matrix Definition ......................................................................................... 489Defining Inputs for Market Pay Surveys .............................................................................................. 490Defining Outputs for Market Pay Surveys ........................................................................................... 492Specifying Search Keys ....................................................................................................................... 493Viewing or Entering Output Data Content ........................................................................................... 493Viewing Matrix Results ....................................................................................................................... 494

Mapping Data and Loading the Matrix ........................................................................................................ 495Pages Used to Map Data and Load the Matrix ...................................................................................... 495Mapping Salary Survey Data ............................................................................................................... 496Associating Market Pay Data to Job Codes ......................................................................................... 497Associating Market Pay Data to a Single Job Code ............................................................................. 498Loading Market Pay Data from a File .................................................................................................. 499Loading Market Pay Data From Workforce Rewards .......................................................................... 500Loading Market Pay Data Manually .................................................................................................... 500Viewing Market Pay Data by Job Code ............................................................................................... 500

Chapter 20

Setting Up Pay Calendars ........................................................................................................................ 501

Creating Balance IDs .................................................................................................................................. 501Understanding Balance IDs .................................................................................................................. 501Pages Used to Create Balance IDs ........................................................................................................ 502Defining Balance IDs ........................................................................................................................... 502Viewing SetIDs Established for Each Company .................................................................................. 505Specifying the Quarter by Company and Year for Each Balance Year ID .......................................... 506

Creating Pay Run IDs ................................................................................................................................. 507Understanding Pay Run IDs ................................................................................................................. 507Page Used to Create Pay Run IDs ......................................................................................................... 508Creating Pay Run IDs ........................................................................................................................... 508

Creating Pay Calendars and FLSA Calendars ............................................................................................ 509Understanding Pay Calendars .............................................................................................................. 509Understanding FLSA Calendars ............................................................................................................ 511Pages Used to Create Pay Calendars and FLSA Calendars .................................................................. 512Setting Up FLSA Calendars ................................................................................................................. 515Building Pay Calendars Automatically ................................................................................................ 516

Contents

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Building Pay Calendars Manually ........................................................................................................ 518(USF) Reviewing Interface Status and Periods for Federal Leave Accrual Processing ...................... 524Selecting Error Processing Options ...................................................................................................... 525

Chapter 21

Setting Up Company Tax Tables for North America ............................................................................ 527

(USA) Setting Up the Company State Tax Table ....................................................................................... 527Pages Used to Set Up the Company State Tax Table ........................................................................... 528Specifying States Where You Collect or Pay Taxes ............................................................................ 529Identifying Voluntary Disability Plans ................................................................................................ 532Entering General Ledger Account Numbers for State Taxes ............................................................... 534

(USA) Setting Up the Company Local Tax Table ...................................................................................... 536Pages Used to Define an Entry for the Company Local Tax Table ...................................................... 536Setting Up Company Local Tax Table Entries .................................................................................... 537

(CAN) Setting Up the Canadian Company Tax Table ............................................................................... 537Pages Used to Set Up the Canadian Company Tax Table .................................................................... 538Setting Up the Canadian Company Tax Table ..................................................................................... 538

Defining Tax Locations .............................................................................................................................. 540Understanding Tax Locations .............................................................................................................. 540Pages Used to Define Tax Locations .................................................................................................... 541Establishing the Locations for Which You Process Payroll and Taxes ............................................... 542Associating Provinces, States, and Localities with the Tax Location Code ........................................ 542

Chapter 22

Setting Up Vendors ................................................................................................................................... 545

Understanding Vendor Tables .................................................................................................................... 545Vendors ................................................................................................................................................. 545Integration with Payables ..................................................................................................................... 545

Entering Vendor Information ...................................................................................................................... 546Understanding Vendor Pages ................................................................................................................ 547Pages Used to Set Up Vendors .............................................................................................................. 548Identifying Vendor Prefixes ................................................................................................................. 551Entering Basic Vendor Information ..................................................................................................... 551Entering Vendor Address Information ................................................................................................. 553Displaying Alternate Names for Use on Payments .............................................................................. 553Identifying Vendor Locations .............................................................................................................. 554Entering Bank Account Information .................................................................................................... 555Entering Payment Processing Information ........................................................................................... 556Entering Vendor Contact Information ................................................................................................... 559Entering Benefit Policy Information .................................................................................................... 559

Contents

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(USF) Entering Garnishment Payee Contact Information ................................................................... 560(USF) Entering Garnishment Payee Distribution Information ............................................................ 561

Chapter 23

Setting Up and Working with Group Definitions .................................................................................. 563

Understanding Group Build ........................................................................................................................ 563Using the Group Build Feature ............................................................................................................ 563Creating a Group .................................................................................................................................. 564

Setting Up Group Definitions ..................................................................................................................... 564Understanding Group Definitions ........................................................................................................ 565Understanding Query Definition for Group Build ............................................................................... 567Understanding Automatic Generation of Groups by Department ......................................................... 568Pages Used to Define Groups ............................................................................................................... 569Selecting Fields For Use in Group Criteria and Definitions ................................................................ 570Defining a Group Criteria .................................................................................................................... 571Creating a Group Profile ...................................................................................................................... 572Specifying Records, Fields, and Field Values for a Group .................................................................. 574Viewing Records, Fields, and Field Values for a Group ..................................................................... 578Viewing and Sorting Group Members ................................................................................................. 579Creating Groups From Departments .................................................................................................... 581

Setting Up Group Security .......................................................................................................................... 581Understanding Group Security ............................................................................................................. 582Pages Used to Set Up Group Security ................................................................................................... 582Setting Up Default Component Access ................................................................................................ 582Setting Up Security By Group ............................................................................................................. 584Setting Up Security By User ................................................................................................................ 585

Refining Groups in PeopleSoft Applications .............................................................................................. 586Viewing Group Results and Reports ........................................................................................................... 586

Understanding Group Membership ...................................................................................................... 586Common Elements ................................................................................................................................ 587Pages Used to View Group Results and Reports .................................................................................. 587Viewing Complex Group Results ........................................................................................................ 587

Purging Group Results ................................................................................................................................ 588Understanding Group Results .............................................................................................................. 588Pages Used to Purge Results ................................................................................................................. 588Purging Usable Results ........................................................................................................................ 588Purging Unusable Results .................................................................................................................... 589

Chapter 24

Administering the HCM System ............................................................................................................... 591

Contents

xviii Copyright 1988, 2012, Oracle and/or its affiliates. All Rights Reserved.

Analyzing Portal Navigation ....................................................................................................................... 591Page Used to Analyze Portal Navigation .............................................................................................. 591Analyzing Portal Navigation ................................................................................................................. 591

Restricting the Deletion of IDs ................................................................................................................... 593Understanding ID Delete Control ......................................................................................................... 593Page Used to Restrict the Deletion of IDs ............................................................................................. 594Preventing the Deletion of IDs from Critical Records .......................................................................... 594

Refreshing and Auditing Human Resources Data ...................................................................................... 595Pages Used to Refresh and Audit Human Resources Data ................................................................... 596Selecting Refresh Options for the Personal Data Component ............................................................. 597Refreshing Name Display Values ........................................................................................................ 598Auditing Human Resources Data for Integrity .................................................................................... 599

Using the Tables Accessed and Updated Report ......................................................................................... 600Understanding the Tables Accessed and Updated Reporting Utility .................................................... 600Page Used to Run the Table Access and Updated Report ..................................................................... 601Running the Tables Accessed and Updated Report .............................................................................. 601

Testing Component Interfaces Using the Invoke Core CIs Utility .............................................................. 603Pages Used to Test Component Interfaces Using the Invoke Core CIs Utility ..................................... 604Testing Component Interfaces .............................................................................................................. 604

Chapter 25

Registering Interfaces ................................................................................................................................ 607

Understanding the HCM Interface Registry ................................................................................................ 607Managing the HCM Interface Registry ........................................................................................................ 609

Pages Used to Manage the HCM Interface Registry ............................................................................. 610Using the HCM Interface Registry ........................................................................................................ 610Viewing WSDL Code for Registry Folders .......................................................................................... 613Reviewing Registry Folder Audit Results ............................................................................................. 614Reviewing Registry and Interface Details ............................................................................................. 614Viewing WSDL and XSD Code for Registry Entries ........................................................................... 617Viewing RegistryDoc ............................................................................................................................ 618

Registering New Interfaces .......................................................................................................................... 622Pages Used to Register New Interfaces Through the Registration Wizard ........................................... 622Entering Interface Information in the Registry Wizard ......................................................................... 623Entering Interface Specifications .......................................................................................................... 625Implementing the Interface ................................................................................................................... 627

Implementing Registered Interfaces ............................................................................................................ 629Implementing Types .............................................................................................................................. 630Implementing Services .......................................................................................................................... 630Implementing Exceptions ...................................................................................................................... 633Implementing SQLViews ...................................................................................................................... 634

Consuming Registered Interfaces ................................................................................................................ 634

Contents

Copyright 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. xix

Understanding Registered Interface Consumption ............................................................................... 635Invoking Service Interfaces ................................................................................................................... 635Setting Up Stale Data Checks in Service Calls ..................................................................................... 637Pooling Component Interfaces .............................................................................................................. 637Consuming Collection-Sized Services .................................................................................................. 637Binding Complex Types To and From the Portal Pages ....................................................................... 637Consuming SQLViews .......................................................................................................................... 638

Maintaining the Registry Folder Structure ................................................................