drive your organization through positions using peoplesoft hcm

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QuestDirect.org Drive Your Organization through Positions Using PeopleSoft HCM Presented by : Vishal Rao Hexaware Technologies Inc.

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Drive Your Organization through Positions Using PeopleSoft HCM. Presented by : Vishal Rao Hexaware Technologies Inc. Agenda. Managing Position Data. Maximizing Position Data. Creating Positions. Manage Positions Overview. Overview. - PowerPoint PPT Presentation

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Page 1: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

Drive Your Organization through Positions Using PeopleSoft HCM

Presented by : Vishal Rao

Hexaware Technologies Inc.

Page 2: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

Agenda

Manage Positions Overview

Creating Positions

Managing Position Data

Maximizing Position Data

Page 3: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

Overview

Manage Positions business process helps you define Human

Resources by position, rather than job or by employee.

With this application, you can :

• Create and track positions data and history• Process employee appointments by position• Maintain incumbent data• Budget for positions and departments• View incumbent, position, and budget histories

Page 4: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

When To Use Manage Positions Business Process

• If your organization is fluid: you tend to view broader groupings of employees and often create new jobs

• If your organization is fairly static: jobs and job descriptions are mostly fixed, and people move in and out of them

• If both methods serve you well in different areas of your organization, you can choose to structure HR by position for some departments or management levels and by employee for others

Page 5: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

Pre-Requisites

Before we start working with the position creation,

We must set up information in the following tables• Installation Table

• Department Table

• Company Table

• Job Code Table

• Location Table (USF)

• POI Table (USF)

Page 6: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

Creating Positions

• Position Data – Description– Enter a description of the position

• Position Data - Specific Information– Enter information that is specific to the position

being created

• Position Data - Budget and Incumbents– Review the position's current budget and

incumbents

Page 7: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

Position Data - DescriptionOrganizational Development, Position Management, Maintain Positions/Budgets, Add/Update Position Info, Description

Page 8: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

Position Data - DescriptionOrganizational Development, Position Management, Maintain Positions/Budgets, Add/Update Position Info, Description

Page 9: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

Position Data - Specific InformationOrganizational Development, Position Management, Maintain Positions/Budgets, Add/Update Position Info, Specific Information

Page 10: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

Position Data - Budget and Incumbents

Organizational Development, Position Management, Maintain Positions/Budgets, Add/Update Position Info, Budget and Incumbents

Page 11: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

Data Changes

• Considerations

• Position data changes

• Incumbent data changes

• Position and incumbent data changes

Page 12: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

Assigning Employees to Positions

Page 13: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

Maximizing Position Data

• Create departmental budgets• View budget summary information• View and report on vacant budgeted

position information• Review position summary information• Maintain your organizational structure• Run the organizational structure reports

Page 14: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

Update Department Budget DataOrganizational Development, Position Management, Maintain Positions/Budgets, Update Dept Budget Data, Update Dept Budget Data

Page 15: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

Budget StatusOrganizational Development, Position Management, Review Position/Budget Info, Budget Status, Budget Status

Page 16: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

Department Vacant Position InformationOrganizational Development, Position Management, Review Position/Budget Info, Vacant Budgeted Positions

Page 17: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

Current and Historical Information

Organizational Development, Position Management, Review Position/Budget Info, Position Summary, Position Summary

Page 18: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

Position Hierarchies through Tree Manager

Page 19: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

Running the Organizational Report

Organizational Development, Position Management, Create Organization Structure, Create Organizational Report, Create Organizational Report

Page 20: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

Q & A

[email protected]

Page 21: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

Thank You

Page 22: Drive Your Organization through Positions Using PeopleSoft HCM

QuestDirect.org

Join more than 500 other PeopleSoft users at

April 12-16, 2015 Mandalay Bay- Las Vegas, NV

• Keynote from Paco Aubrejuan, PeopleSoft Vice President

• Breaking News Around PeopleSoft’s Roadmap and Strategy

• Education around PeopleSoft with Edge products, macro-level content and high-level

strategy

• More than 230 Solution Providers across several Oracle Products

save the date

QuestDirect.org/COLLABORATE