University of BridgeportUniversity of BridgeportComputer ScienceComputer Science

Application DevelopmentApplication Development

UsingUsing

PeopleSoftPeopleSoft

byby

Vijay CiganehalliVijay Ciganehalli

SID: 516100SID: 516100

Submitted toSubmitted to

Professor: Dr. Khaled M. ElleithyProfessor: Dr. Khaled M. Elleithy

FEB, 2004FEB, 2004

AbstractAbstract

This report describes the tools used in the PeopleSoft application development and business process This report describes the tools used in the PeopleSoft application development and business process of the applicationof the application

What is an ERP?

Enterprise resource planning software, or ERP. It attempts to integrate all departments and functions across a company onto

a single computer system that can serve all those different departments' particular needs.

Why PeopleSoft for ERP?

PeopleSoft is the second largest enterprise applications software company in the world.

PeopleSoft is the undisputed leader in applications for Human Capital Management.

Also a leader in software for Manufacturing, Customer Relationship Management, Real Estate, Analytics, Financial Management, Supplier Relationship Management, Distribution, and Asset Management.

Project Outline

In this report I have detailed the different application development technologies available within PeopleSoft which were used for the development

Also a detailed business process of the Training application

PeopleSoft Architecture

PeopleSoft Internet Architecture is comprised of a variety of components ranging from the browser to the database server, including the following: Web browser

Web server

Application server

Batch server

Database server

High-level overview of the PeopleSoft architecture

More detailed description of the PeopleSoft architecture

PeopleSoft Development Technologies/PeopleTools

Some PeopleSoft development tools Application Designer. Application Engine Component Interface

Application Designer

Every PeopleSoft Internet Architecture (PIA) application contains a collection of related definitions that work together for a specific purpose.

Developing and adapting PeopleSoft applications is a step-by-step process in which you define and build the definitions, establish relationships among definitions, implement security, run your PeopleSoft application in an internet browser, and test every aspect thoroughly. You use one interactive tool, PeopleSoft Application Designer, for the majority of these activities.

PeopleSoft Application Designer is an integrated development environment that enables you to work with the numerous definitions of a business application in a single work area.

Application Designer Window Components

Component Description

Title bar Displays the name of the open project and active definition.

Menu Provides access to PeopleSoft Application Designer commands and features.

Toolbar Displays buttons useful in editing the active definition.

Project workspace

Provides a graphical representation of the components contained in a project. The project workspace has two folder tabs:

Development View Upgrade View

Definition workspace

Displays individual definitions that you open.

Output window Contains the output text from PeopleSoft Application Designer operations, such as Build (SQL Create and Alter), Find Definition References, Upgrade, Results, Validate, and PeopleCode Log.

Project Workspace

View projects and their associated definitions in the project workspace.

A project organizes and presents the definitions of a business application in logical groups for easier development, adaptation, maintenance, and upgrade.

Working With PeopleCode

PeopleCode is the structured programming language built into PeopleTools that extends the functionality of the PeopleTools environment.

All PeopleCode programs are associated with a “parent” definition. These PeopleCode programs are considered part of the definitions of their

parent components and you edit them as part of the definitions.

PeopleCode editor

The PeopleCode editor enables you to edit and navigate all PeopleCode programs that belong to the same parent definition.

From an Application Package you can access the PeopleCode programs associated with the classes of the package.

The Application Packages editor and the PeopleCode editor interfaces are similar.

You can add, delete, and change text: you can use the find and replace function; you can validate the syntax. When you save your application package, the code is automatically formatted (indented and so on), just as it is in the PeopleCode editor.

Viewing PeopleCode

To view Record Field PeopleCode from PeopleSoft Application Designer:

Open a record definition in PeopleSoft Application Designer.

Click the View PeopleCode toolbar button to view the PeopleCode display for the record.

Select a field containing PeopleCode in the record definition.

Double-click the cell under the column heading for the type of PeopleCode that you want to view.

Creating a New Field/Record Definition

Creating a New Field DefinitionTo create a new field definition: Click the New button on the PeopleSoft Application Designer toolbar.

The New dialog box appears. Select Field. Click OK.

A new character field opens in the workspace area. Select one of the following field types from the Field Type drop-down list box.

Create a new record definitionTo create a new record definition: Select File, New. Select Record. Click OK. The object workspace appears so that you can build a list of fields in a record

definition. Select the Record Type tab to define the type of record definition.

Application Engine

PeopleSoft Application Engine is the PeopleTool that you use to develop batch or online programs that perform high-volume, background processing against your data. PeopleSoft Application Engine comprises two distinct components—a designer where you define your batch program and the runtime where you run and monitor your program.

In PeopleSoft Application Engine, a program is a set of SQL statements, PeopleCode, and program control actions (that enable looping and conditional logic) defined in PeopleSoft Application Designer that performs a business process. You can use PeopleSoft Application Engine for straight, row-by-row processing, but the most efficient Application Engine programs are written to perform set-based processing.

PeopleSoft Application Engine does not generate SQL or PeopleCode it executes the SQL and PeopleCode that you include in an Application Engine action as part of your overall program.

Creating Application Engine Programs

An Application Engine program includes a logically ordered set of sections, steps, and actions. An executable program must contain at least one section, called MAIN, used to identify the starting point of the program; it should contain at least one step; and each step should contain at least one action.

To create a new program definition: Select File, New, or press CTRL + N. On the New dialog box, select App Engine Program, and click OK. Specify the appropriate values in the Program Properties dialog box, and click OK. Save and name your program. Enter the name of your program in the Save Name As edit box, and click OK to return

to the Definition view.To open an existing program: Select File, Open. On the Open Definition dialog box, select App Engine Program from the Definition

Type drop-down list box. Enter the new program name in the Save Name As edit box on the Save As dialog

box, and click OK.

Using the Program Flow View

The Program Flow view is a read-only view that shows the expected sequence of steps to be executed at runtime for the program you are developing.

The application engine program is divided into: Session Step ActionThe following types of actions are available for

an Application Engine program: SQL Do When Do While Do Select Do Until PeopleCode Call Section Log Message XSLT (enabled for Transform Only program

types)

Component Interfaces

A component interface enables exposure of a PeopleSoft component (a set of pages grouped together for a business purpose) for synchronous access from another application (such as PeopleCode, Java, C/C++, COM, or XML). Component interfaces can be viewed as "black boxes" that encapsulate PeopleSoft data and business processes, and hide the details of the underlying page and data.

Component interfaces can be used to integrate PeopleSoft with another PeopleSoft application or with external systems.

A component interface maps to one, and only one, PeopleSoft component. A component interface is created in the PeopleSoft Application Designer.

Record fields on the PeopleSoft component are mapped to the keys and properties of the component interface. Methods are used to find, create, modify or delete data.

PeopleSoft Component Interface architecture

Component interface architecture comprises three fundamental elements—components, component interfaces, and the component interface API.

Every component interface has the following main attributes: Name. Keys (get keys, create keys, and find keys). Properties and collections (fields and records). Methods.

PeopleSoft HR- Administer Training

Administer Training supports the following business processes:

Setting up training programs and courses. Setting up training costs. Setting up training requirements. Planning training budgets and running scenarios. Administering course sessions. Enrolling or wait listing students. Tracking student training. Tracking student costs.

Implementation

Implementation The implementation includes setting up the following tables: PeopleSoft HRMS fundamental tables. Core Administer Training application tables. (GER) Additional Administer Training application tables. (FRA) Additional Administer Training application tables. (MEX) Additional Administer Training application tables. Setting up these core tables prepares the system to support these business processes: Administering training programs, courses, and sessions. Administering training requirements. Administering training costs and budgets. Enrolling and waitlisting students. Tracking student training. Tracking student costs. Creating reports and letters.

Setting Up Training Costs

Vendor

If an external vendor runs the course, define the default vendor costs here. Vendor Select the default vendor for the category or subcategory.

Per Unit Cost

If you have set up vendor costs, the default value is the vendor cost from the Vendor table. You can override the default.

Facility

Vendor If you use a vendor’s facility for the course, select the vendor. Otherwise leave this field blank.

Per Unit Cost

If you have set up room costs, the system populates the room cost from the Training Room table. You can override the default. If you didn’t select a training facility from the Training Facility table, enter the cost of the room and the associated unit in the Cost Unit field.

Session Equipment/Materials

Equipment/Materials Code

Select the equipment code. Insert a row for each equipment or material code required for the course.

Per Unit Cost Enter a per-unit cost for each item.

Category Code Select the category code from the list of categories to which the course belongs.

Subcategory Code Select the subcategory codes. To use costs from the category level as the default costs, select the category code and enter UNKNOWN in the Subcategory Code field.

Setting of Student CostsIdentify the compensation cost for training an employee.Identify the cost for training an employee.Process training costs for a group.

Student Costs To track the total cost of an employee

who is taking a training course, you need to record:

The costs those are associated with the course, such as the price of materials and instructors.

The cost to your organization of the employee’s lost work time.

For example, if employees typically bill their time to clients, then they cannot bill time while they are in training. This represents an additional training expense.

Setting Up Training Budgets Define budget periods.Define amounts allocated to departments.

From Date and Thru Date (through date) Enter the from (begin) and through (end) dates for the budget period.

Business Unit Select the business unit and corresponding base currency for the various parts of your organization to be included within this budget period.Add as business units by inserting new rows. This enables you to create training budgets for the employees in those business units. When you set up and track budgeting demands, you can use only budget periods that are assigned to an employee’s business unit. You associate employees with business units on the Job Data component in Administer Workforce .

Allocation Date Enter the date that you allocate the budget to the department.Originating Emplid (originating employee ID) Select the ID of the person who allocated the budget.

Budget Amount Enter the currency to use when you compare the actual and budget costs by department. The system also uses this value as the currency default value on pages where the Budget Training process calculates department budget costs to ensure that costs and budget are in the same currency.

Defining Training Courses and Programs

Vendors and vendor contacts. Training equipment, materials, and

facilities. Course instructors. Course categories. Courses. Training catalogs and programs.

Vendor Profile page.

Address page

Vendor Contact pages

Setting Up Training Equipment, Materials, and Facilities

Setting Up Course Instructors

To help set up course sessions and choose the most qualified instructors, use the Instructor Table component to:

Enter information about internal and external instructors.

Track instructor costs and areas of expertise.

Compare instructor requirements for a course against an instructor’s competency profile.

Add instructors. Define courses that an instructor is

qualified to teach. View instructor competencies. View instructor accomplishments.

Course Categories

Courses can cover a wide range of subjects, from administrative to technical and from management to personal.

To help organize training courses, you set up categories and subcategories on the Category/Subcategory - Category Table page.

When you create new courses in the Course table, you associate the course with a category and subcategory.

Setting Up Courses

Define general course information. Define instructor competencies and

accomplishments Design e course prerequisites. Define required equipment and

materials. Specify course classification. Specify course content, target

audience, and agenda. at

Course Sessions

Plan new course sessions. View instructor schedules. Set up general session information. Set up session locations and

instructors. View and update session address and

contact details. Select training rooms. Choose instructors. Specify required equipment and

materials. View available equipment and

materials. Define miscellaneous expenses. View session details.

Course Session Costs

Different sessions of the same course might have different costs, if a course is taught in multiple geographical areas or facilities, for example. If you defined general course costs in the Course Cost table, you can modify them at the session level.

Enter vendor costs for a course session.

Set up session costs associated with the facility and instructor.

Record costs associated with required equipment.

Record costs associated with session expenses.

Recording Student Feedback Record general student feedback on course sessions.Enter individual training evaluations.Record specific student feedback.

Tracking Student Training

Maintain student training data. You can follow student progress in both internal and external (off-site) courses for both employees

and non-employees, such as contractors or temporary workers. You can review and update all training-related employee data, such as education and certifications.

You can view training data for all students who have taken training courses or have other training data in the system.

You can search for training data by employee ID or student name. If you record alternate character names for employees, you can enter an alternate character name as well.

Conclusion

I have started the report explaining the different terminologies so as to make the user understand the project easy. The scope of the project is to design a peoplesoft based software package based on 'Administering the HR Training'. Major parts of the report explains the concepts of the ERP, the role of PeopleSoft and have included many details of the table structures along with many screenshots of the application. After working in PeopleSoft I am now convinced that it is a very good choice for an ERP package both for installation and customization. I have worked on the latest version of Peoplesoft8.3. The goal to design and develop the Administering the HR Training module is successfully completed.

Q&A