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Business Process Maps

Oracles PeopleSoft EnterpriseHuman Capital Management 9.1

This document is best viewed online. Due to the large and varying sizes of the business process maps,the diagrams in this document may not print consistently.

February 2010

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Business Process Maps for PeopleSoft Enterprise Human Capital Management 9.1

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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This software and related documentation are provided under a license agreement containingrestrictions on use and disclosure and are protected by intellectual property laws. Except as expresslypermitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate,broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form,or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required

by law for interoperability, is prohibited.Warranty Disclaimer

The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.

Oracle makes no statement regarding the completeness or accuracy of these diagrams.Since business process maps apply only to specific versions of specific products, they may or may notapply to any products or versions of the product other than those specified. By providingthese business process maps, Oracle makes no commitment to update or correct these diagrams, nor

does Oracle commit to continue providing them for any products or versions of the product.

Restricted Rights Notice

If this software or related documentation is delivered to the U.S. Government or anyone licensing it onbehalf of the U.S. Government, the following notice is applicable:

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Programs, software, databases, and related documentation and technical data delivered to U.S.Government customers are commercial computer software or commercial technical data

pursuant to the applicable Federal Acquisition Regulation and agency-specific supplementalregulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subjectto the restrictions and license terms set forth in the applicable Government contract, and, to theextent applicable by the terms of the Government contract, the additional rights set forth in FAR52.227-19, Commercial Computer Software License (December 2007). Oracle USA, Inc., 500Oracle Parkway, Redwood City, CA 94065.

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This software is developed for general use in a variety of information management applications. It is notdeveloped or intended for use in any inherently dangerous applications, including applications which

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PeopleSoft Enterprise Recruit ing

Human

Resources VP

Line Manager

Recruiter

Human

Resource

Manager

Plan Recruiting

Analyze Recruiting

Recruit Applicants

Evaluate and

Select Applicants

Hire and Enable

Resources


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PeopleSoft Enterprise Plan Recru it ing

Recruiter

Human

Resource

Manager

Recruit Applicants

Analyze Recruiting

Define Recruiting

Goals and

Measurements

Assess Workforce

Competencies

Create

Competency

Strategy

Define

Organization

Competencies andAccomplishments

Analyze Pool of

Available

Applicants

Analyze

Recruiting

Processes and

Channels

Create

Recruiting

Strategies


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PeopleSoft Enterprise Define Recruit ing Go als and Measurements

Line Manager

Employee

Technical

Specialist

Human

Resource

Analyst

Human

ResourceManager

Need to

Create Goals

Need to Create

Measurements

Yes

No

Create portfolios to compare

scorecards to others, if

needed

Define Portfolio

Component RankingOpposite Component Rank

Dim Member Selection Rule

Create the scorecard

Define Scorecard Details

Identify Assessment Groups

Associate Related KPIsSet Targets

Assign Calendar to Scenario

Review and finalizeemployee scorecard

Set Targets

KPI Compare


Identify strategic

initiatives

Strategic Initiative

Initiative Definition View

Identify supporting objects

for Key Performance

Indicators (KPIs)

Data Elements

Calculations

Actions

Activities

Assessments

Assessment Colors


System Options

Weight Scales

Review and finalize

scorecard

Set TargetsKPI Compare


Create KPIs

KPIs

KPI Families

Cause and Effect

Calculation Rules

Define KPI Targets

Target Rule

Dimension Members

Composite KPIsKPI Package

KPI Migration Utility

Calculate and assess KPIs

Calculation and Assessment

Action Notification

Error Messages

Run Workforce Groups Jobstream

Run Competency Strategy

Run Jobstream

Run Multiple Jobstream

Analyze

Recruiting

EIP

(KP_KPI_ASMT_FACTS):

Publish KPI information

Identify strategy components

Strategy Tree

Strategic Components

Strategic Comps KPI SetCause and Effect Set

Special projects

or actions?

Review and finalize

employee scorecard

Set Targets

KPI Compare


Define strategic

goals andmeasurements

Define Organization

Competencies and

Accomplishments

Analyze Recruiting

Processes and Channels

Assess Workforce

Competencies

Analyze Pool of

Available Applicants


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PeopleSoft Enterprise Def ine Organizat ion Competenc ies and A ccom pl ishments

Human

Resource

Manager

Human

Resource

Specialist

Competency and

Qualification

Details

National VocationalQualifications GBR

Define specific educational

qualificationsSchools

School Types

Degree Subject FPS

Majors

Faculty Table JPN

Define

competency types

Competency

Types

Create rating

scale models

Rating Model

Review and modify the

different competency

categories or types

Competency Summary

Create

Competency

Strategy

Define?

Define National

VocationalQualifications (NVQs)

Award Body

NVQ Award Bodies

Define profiles forjobs, positions, and

other business

entities

Non-Person Profiles

NVQ Reports

NVQ ListingUnit Listing

Unit/Element

Define Recruiting

Goals and

Measurements


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PeopleSoft Enterprise Assess Wo rkforce Competenc ies

Human

ResourceManager

Human

Resource

Specialist

Person

to Role

Role to

Person

Team

to Job

Yes

NoNeed proficiency

analysis?

Plan

Successions

Compare roles to

individuals and

identify gaps

Role to Person

Review summary of

professional training

courses

Training Summary

Review competency and

NVQ summaries

Competency Inventory

License/Certificate Renewal

Person Profile Report

NVQs by Employee

NVQs by Qualification

Employee StatusEmployee Plan

Define

Organization

Competencies andAccomplishments

Create

Competen

Strateg

Compare team members to

job tasks

Compare Team to Job Task

Compare an

individuals to roles

and identify gaps

Person to Role

Create employee

teams

Create Teams

Create

employee

teams?

Identify individual's

scheduled training

Training

Analyze results

of gap and

match analysis

Create profiles for

employees,

contingent

workers, and

persons of interest

Person Profiles

Review and

approve profiles

Approve Profiles

Search for profile

criteria

Search and Comp

Compare Pr


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PeopleSoft Enterprise Create Competency Strategy

Human

Resource

Manager

Human

Resource

Specialist

No

Yes

"Shortage

in Current

Competency

Requirements"

Create

Stra

Review ma

assess cur

comp

Review M

Review

workforce

groups?

Create competency

strategy

Run Competency

Strategy

Define competency

model

Setup Competency

Model

Review workforce competency

and accomplishment inventory

Worker Accomplishments

Worker Competencies

Competency Inventory

Search Competency

Search Accomplishment

Review Accomplishment

Create

Compensation

Plans

Create C

St

Allocate monetary

values to the roles and

competencies

Review Value Allocation

Assess Workforce

Competencies

Define

Organization

Competencies and

Accomplishments

Define competency match

criteria

Setup Competency Model

Run Competency Strategy

Define competency

strategy

Setup Competency

Strategy

Review workforce groups

Review Workforce Group

Compare current

competency

inventory to

strategy

Run Competency

Strategy


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PeopleSoft Enterprise Recru i t A ppl icants

Human

Resources VP

Line Manager

Candidate

Recruiter

Human

Resource

Manager

Create Job

Requisitions

Attract ApplicantsReceive and Track

Applications

Search for Jobs

Self Service

Apply for Job Self

Service

Evaluate and

Select Applicants

Analyze Recruiting

Plan Recruiting

Post Job

Requisitions


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PeopleSoft Enterprise Create Job Requis i t ion s

Recruiter

Recruiting

Approval

Authority

Line Manager

Human

Resource

Manager

Resubmit for Approval

Yes

No

Yes

No

Yes

No

Clone Existing

Job Opening

Modify Existing

Opening

Create New

Job Opening

No

Yes

Action?

Review, update,

approve or deny

request for job

Pending Approvals

Ready to

submit for

approval?

Find Job

Openings

Associate notes

and attachments as

neededFind Job Openings

Plan

Recruiting

Request job

opening

approval

Pending

Approvals

Action(s)?

Request

Recruiter to

create job

opening?

Clone existing job

opening

Find Job Openings

Request

headcount?

View list of existing and/or

prior job openings, if needed

Find Job Openings

Browse Job Openings

Check job

opening

approval status

Pending

Approvals

Create new job

opening

Create New Job

Opening

Modify cloned job

requisition to meet

requirements

Find Job Openings

Plan Headcount

(FPS)

Select screening

questions for online

applicants

Create New Job

OpeningJob Opening Screening

Check job opening

approval status

Pending Approvals

Select pre-screening

and screening

questions for rating

online applicants

Job Opening

Screening

Request job opening

approval

Create New Job

Opening

Plan Headcount

(FPS)

My Job

Openings

Job

Openings

Modify cloned job

requisition to meet

requirements

Find Job Openings

Create new job

opening

Create New Job

Opening

Review and update

existing job opening

in progressFind Job Openings

View list of existing

and/or prior job

openings

Find Job Openings

Search Postings

Clone

existing job

opening?

Receive notification

of job opening

pending approval

Pending Approvals

Worklist

Clone existing job

opening

Find Job Openings

Associate notes

and attachments

as needed

Create New Job

Opening

Resubmit for Approval

Create job opening based on

open position

Create Openings from Positions

Create from

Open Position

Select person or non-

person profiles for

base requirements


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PeopleSoft Enterprise Post Job Requis i t ions

Candidate

Recruiter

Line Manager

Job Board

Web Sites

Services

Procurement

Recruiting

Agencies

Job Board

Web Sites

Services

Procurement

Recruiting

Agencies

Post job opening

Manage External

Postings

Integration with PeopleSoft

Services Procurement

using PeopleSoft's Open

Integration Framework

(OIF)

Receive posting

confirmation(s)

Manage External

Postings

Post job opening

Manage External

Postings

Post job opening

Manage External

Postings

Source Service

Suppliers

Review job postings by

job board, if needed

Manage External

Postings

Search Postings

Full Text Vacancy (USF)

Where to

post job?

Source Service

Suppliers

Integration with third

parties using PeopleSoft's

Open Integration

Framework (OIF)

Search for

Jobs Self-Service

Post job opening

Manage External

Postings

Receive posting

confirmation(s)

Manage External

Postings

Where to

post job?

Source Service

Suppliers

Post job opening

Manage External

Postings

Integration with PeopleSoft

Services Procurement

using PeopleSoft's Open

Integration Framework

(OIF)

Integration with third

parties using PeopleSoft's

Open Integration

Framework (OIF)

Review job postings by

job board, if needed

Manage External

Postings

Search Postings

Full Text Vacancy (USF)

Source Service

Suppliers

Post job opening

Manage External

Postings

Create Job

Requisitions

Identify internal

or external

websites for

posting

Identify internal

or external

websites for

posting

Attract Applicants

Identify

recruiting

agencies for

posting job

opening

Identify job

boards for

posting

Identify Services

Procurement for

posting job

opening

Identify job

boards for

posting

Identify

recruiting

agencies for

posting job

opening

Identify Services

Procurement for

posting job

opening


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PeopleSoft Enterprise Search for J obs Self-Service

Line Manager

Employee

Recruiter

Candidate

Seek Job Opportunity

Visit Job Boards

Attend

Recruiting Event

Search Print Media

Search

the Internet

Search

Company

Website

Refer a Friend

Register as a new

applicant

Careers

Review job

postings

Careers

Review active open

job postings, compare

to search criteria

provided by

applicants,

Run Job Search Agent

Provide email

notification for jobs

found that match

applicant criteria

Receive and

review listing of

potential job

postings

Careers

Send job posting to

a friend

CareersApply for Job Self

Service

Post Job

Requisitions

Decide if

need to?

Search job postings

directly on company

website

Careers

Subscribe to

potential

employer's job

search agent

Careers

Review job

postings

Careers

Action?

Search job postings

directly on company

website

Careers

Job Search

Send job posting to

a friend

Careers

Where to search

for job?

Search hard

copy

publications

Attend recruiting

event or job fair

View job

postings directly

on job board

Register for job

board and

provide profile

information

View job

postings on

other external

websites

Job

Openings


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PeopleSoft Enterprise Attract App l icants

Line Manager

Employment

Coordinator

Recruiter

Create/Review

Hot Jobs

Create

Employee Referral

Program

Participate in

Recruiting Events

Advertise

Search the Internet

Search Applicant

Database

Receive

Inquiries or Referrals

Search the internet for

applicant leadsFind Applicants

My Job

Openings

Set up the amounts and

timing of awards in the

category for both ERPs

and hot JobsAward Category Rules

Define the conditions under

which an employee is eligible

for award payment under the

Employee Referral ProgramEmployee Eligibility Rules

Decide if need

to?

Track

correspondence

and contacts

Contact NotesManage

Applicant

Recruiter

Alerts

Create list of

applicant leads to

qualifyApplicant Lists

Record general

expenses

associated with

recruitingFind Job Openings

Job

Openings

Define "hot jobs"

criteria

Hot Jobs

Select the employee eligibility

and award category rules that

are in effect for the program

Employee Referral Program

Find Job

Openings

Review hot job

history and update

amounts and

timing of awards

Hot Job History

My

Applicants

Receive and Track

Applications

Track

correspondence and

contacts

Contact Notes

Manage Applicant

Search applicant

database for

individuals meeting

criteria

Find Applicants

Review applicant

search results

Find Applicants

Supplier = A IRS

Create or update a referral

program ID, description,

effective date, and some

business rulesEmployee Referral Program

Contact

potential

applicants by

email, phone,fax or mail

Advertise job

openings in

mediapublications

Receive

inquiries or

referrals in

person or via

phone or email

Participate in

job fair or

recruiting event

Post Job Openings


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PeopleSoft Enterprise App ly for Job Self-Service

Employee

Recruiter

Candidate

Prompted byExternal

Job Boardsor Internet

Prompted by Print Media or Recruiting Events

Employee Choice to Refer a Friend

Mail Resume

EmailResume

Fax Resume

ApplyDirectly Online

Review the eligibility andaward payment status foreach applicant referredCheck Referral Status

Select jobopening and

create a referralRefer a Friend

Verify contactinformation

Careers

Method ofapplication?

Provide

a resume onlineCareers

Integration with third party using PeopleSoft's

Open Integration Framework (OIF)

Apply for a job

Careers

Confirm or cancel the

referral initiated by theapplicant

Confirm Referral

Action?

Providereferences

and personal

dataCareers

Searchfor Jobs Self-

Service

Create a resume

onlineCareers

Provideemploymentand training

historyCareers

Providecompetency andaccomplishment

informationCareers

Search job

postingsCareers

Select jobs in

which to applyCareers

Providereferralsource

informationCareers

Register as a

new applicantCareers

Select the

positions forwhich to apply

Send applicantprofile to

companyrecruiting

process

Transfer applicant toonline application

form pre-populatedwith information

provided byapplicant

Mail hard copyof resume

Fax copy ofresume

Email copy ofresume

Complete pre-screeningquestionnaire

Careers

Pass

pre-screen?

No

Prompted by Externally Exposed Job Postings on Company Website

Employee Choice to Seek Job Opportunity

Yes


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PeopleSoft Enterprise Receive and Track Appl ic at ions

Human

Resources VP

Line Manager

Recruiter

Employment

Coordinator

Candidate

Extract

Resumes

Load Resumes

Review

Extracted Resumes

No

Yes

Extract resumes from

emails

Identify or update

applicant

information

Add NewApplicant

Integration with third party

resume extractor using

PeopleSoft's Open Integration

Framework (OIF)

Apply for Job Self-

Service

Create an

individualized checklist

for a particular

applicant for whom

recruitment activities

are tracked

Applicant Checklist

Review and/or update

extracted resumes

Manage Resumes

Evaluate and

Select Candidates

Record information about how

the applicant was referred to

the organization

Add New Applicant

Applicant Summary by Source

Need to?

Attract

Applicants

Load resumes received in

electronic format

Load Resume

Add or update

competencies and

accomplishments

Add New Applicant

Applicant Competencies

Create resume receipt

acknowledgments and send to

applicants

Generate Recruitment LettersSend Correspondence

Using

automated

entry?

Notify applicants that

resumes have been

added to the applicant

database

Analyze Recruiting

Review summary of applicants

Applicant Summary by Job

Applicant Summary by Source


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PeopleSoft Enterprise Evaluate and Select Appl ic ants

Line

Manager

Recruiter

Human

Resources VP

Recruit Applicants

Hire and Enable

Resources

Analyze Recruiting

Match Applicant to

Opening

Schedule

Interviews

Conduct

Interviews and

Select Final

Candidates

Perform Pre-Hire

Activities

Present and

Manage OffersScreen Applicants


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P l S ft E t i M t h A l i t t O i

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PeopleSoft Enterprise Match A ppl icant to Opening

Recruiter

Candidate

Line

Manager

Route

Applicant

Information

Link

Applicant

to Job

Reject

Applicant

Route

Applicant

Information

Link

Applicant

to Job

RejectApplicant

Add Applicant

to List of

Candidates

Reject

Applicant

Add Applicant to List of Candidates

Reject Applicant

Add Applicant to List of

Candidates

Receive and track

reviewer

recommendations

and detailsMy Applicants

Update applicant

information and

disposition

status

My Applicants

Route applicant

information to

appropriate parties

My ApplicantsForward Applicant

Forward applicant to

another recruiter or

individual

Forward Applicant

Add applicant to list

of rejected

applicants

Manage Applicant

Action?

Decide if

need to?

Review

correspondence

history/attachments

Contact Notes

View status of

application

Careers

Update applicant

information and

disposition

statusMy Applicants

Document

correspondence

with applicant

Contact Notes

Review questionnaire

results

Review QuestionnaireResults

Request further

applicant screening

or information

Send

Correspondence

Review applicant

status, resume, and/

or applicant profile

My Applicants

Send rejection letter to

applicant(s)

Send Correspondence

Generate Recruitment

Letters

Update applicant

disposition for a

given job

My Applicants

Update applicant

disposition for agiven job

My Applicants

Action(s)?

Receive and track

reviewer

recommendations

and detailsMy Applicants

Update applicant

information and

disposition

status

My Applicants

Need to review?

Route applicant

information to

appropriate parties

for additional reviewMy Applicants

Link applicants to

job, if needed

My Applicants

Action?

Document

correspondence

send and received

Contact Notes

Link applicants to

requisitions

My Applicants

Add applicant to a

list

My Applicants

Screen Applicants

Schedule

Interviews

Review applicants

associated with a

job opening

Applicant

Summary by Job

Present and

Manage Offers


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PeopleSoft Enterprise Perform Pre-Hire Act iv i t ies

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PeopleSoft Enterprise Perform Pre Hire Activ i t ies

Recruiter

Candidate

Line Manager

Yes

Yes

No

Yes

No

No

Review status of

request for pre-

employment

checks

Preemployment

Check

Conduct Interviews

and Select Final

Candidates

Capture pre-employment

check expenses provided

by pre-employment

verification provider

Review and/or

verify references

for the selected

applicant

Manage Applicant

Supplier provides the

status of requests from

PeopleSoft which is kept

current using application

messaging

Access provider website

and request candidate

inquiries

Preemployment Check

Capture pre-employment

check expenses provided

by pre-employment


Review status of request for

pre-employment inquiries

Preemployment Check

Review results of pre-

employment inquiries

Preemployment Check

Match Applicant to

Opening

Update candidate

status

Manage Applicant

Provide candidate

information to pre-

employment


Access provider

website and request

candidate inquiries

Preemployment Check

Need to request

references?

Supplier provides the

status of requests from

PeopleSoft which is kept

current using application

messaging

Recruiter

Alerts

Provide candidate

information to pre-

employment


Send an email to

the applicant

requesting

referencesSend

Correspondence

Make offer?

My

Applicants

Track

correspondence

Contact Notes

Review results of

pre-employment

checks

Preemployment

Check

Need to

request

references?

Send an email to the

applicant requesting

references

Send

Correspondence

Review and/or

references for the

selected applicant

Manage Applicant

Receive request

for references

Provide

reference

information

Complete checks

and send an email

to the requester

when the results

are available

Provide feedback

and

recommendations

Complete checks

and send an email

to the requester

when the results

are available

Present and

Manage Offers


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PeopleSoft Enterprise Hire and Enable Resources

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p p

Line Manager

HumanResource

Specialist

Recruiter

Human

Resources VP

Evaluate and

Select Applicants

Analyze Recruiting

Enter New Hire

Information

Enable New Hire

(Onboard)

Manage

Recruiting

Expenses

Close Job

Requisitions


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PeopleSoft Enterprise Close Job Requis i tions

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p p q

Recruiter

Employee

Human

Resources VP

Human

Resource

Specialist

Yes No

Need to Provide Award Information to Payroll

View duplicate

referrals and adjust

award amounts

among eligible

employees

Track Duplicate

Referrals

Review the eligibility andaward payment status for

each applicant referred

Check Referral Status

Recruiter

Alerts

Job

Openings

Review requisitions, and

capture recruiting

expenses

Job Opening Status

Job Opening Cost

Analysis

Close requisitions for

positions that have been

filled

Job Openings

Review and correct

awards that are

rejected by PeopleSoft

Payroll for North

America

Review Rejected

Awards

View and approve

awards that have the

status of "NeedsApproval"

Approve EmployeeAwards

Find JobOpenings

Send

corrected

awards?

Provide award payment

data to payroll

Process Referral

Programs

View audit list of

manual overrides andthe change details

Review Override Audit

Receive results of validation of requested

awards published by NA Payroll

EIP Name: eRecruit Request for Payment

EIP Name: Acknowledgment/Verification

of eRecruit Payment

Receive notification of payment

published by NA Payroll

EIP Name: Payroll Issued eRecruit

Payment

Evaluate and update

eligibility employee

and determine awardstatus

Process ReferralPrograms

View and override

eligibility and award

information for

referrals as needed

Administer Referrals

My JobOpenings

Enter New Hire

Information

Analyze Recruiting

Eligible

awards?

Regulatory

information?No

Yes

No

BEL

USA

GBR

ITA

USA

Review all active employees who

were hired or rehired in a given time

period and conforms to federal

reporting requirementsPRWORA-New Hire (USA)

PRWORA-Newhire

Analyze ethnic and gender group

movement and advancements

Job Group Movement Analysis

Create report of people with special

hiring categories

Special Hiring Category ITA

Create and review DIMONA hire

notifications to be sent to the Belgium

Social Security office (RSZ) in the

form of flat files

Create DIMONA Notification (BEL)

Review DIMONA Notification (BEL)

Create

informationfor?

Review a breakdown of job offers

versus application by UK-specific

ethnic groups and by genderAdverse Impact (UK)

Yes

Analyze information on

recruitment and hiringpractices

Adverse Impact (USA)

Copyright 2010, Oracle and/or its affiliates. All rights reserved. 25

PeopleSoft Enterprise Enable New Hire (Onboard)

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Human

Resource

Specialist

Create Global

Assignment

Relocate

New Hire

Request

Resources

Schedule

Training

Enroll in

Benefits

Plan Performance

and Career

Record

Office/Phone

Information

Provide Employee

Help Desk Support

Decide if

need to?

Manage Benefits

Enrollment

Determine Individual

Development Goals

Enter News Hire

Information

Manage Employee

Data

Track Global

Assignments

Deliver Learning

Manage Employee

Data

Perform Real-Time

Budget Check Y/N?

Perform Budget

Check


PeopleSoft Enterprise An alyze Recruit in g

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Data

Administrator

Human

Resource

Analyst

Human

Resource

Specialist

Recruiter

Human

Resource

Manager

Plan Recruiting

Hire and Enable

Resources

Recruit Applicants

Evaluate and

Select Applicants

Analyze Recruiting

Performance

Generate

Recruiting

Intelligence


PeopleSoft Enterprise An alyze Recruit ing Performanc e

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Data

Administrator

Human

Resource

Manager

Human

Resource

Specialist

BEL

GBR

ITA

USA

Create and review DIMONA hire

notifications to be sent to the Belgium

Social Security office (RSZ) in the

form of flat files

Create DIMONA Notification (BEL)

Review DIMONA Notification (BEL)

Review all active employees who

were hired or rehired in a given time

period and conforms to federal

reporting requirements

PRWORA-New Hire (USA)

PRWORA-Newhire

Create report of people with specialhiring categories

Special Hiring Category ITA

Review a breakdown of job offers

versus application by UK-specific

ethnic groups and by gender

Adverse Impact (UK)

Plan Recruitin

Analyze information on

recruitment and hiring

practices

Adverse Impact USA

Analyze ethnic and gender group

movement and advancements

Job Group Movement Analysis

Generate

Recruiting

Intelligence

Create

information

for?

List all vacant budgeted

positions

Vacant Budgeted Positions

Breakdown expense

types and amounts for a

job opening

Job Opening Cost

Analysis

USF

Review

additionaldetails about the

recruiting

process


PeopleSoft Enterprise Deployment

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Travel and

Expense

Manager

Payroll

Administrator

Human

Resource

Specialist

Enterprise HelpDesk Agent

Time and LaborAdministrator

Plan Deployment

Respond to

EmployeeLifecycle

Actions

MaintainEmployee Data

Measure

DeploymentEffectiveness

Manage Health

and Safety

Track Global

Assignments

Manage Absences

Manage Time and

Labor

Manage Payroll

Manage Expenses

Provide Help Desk

Support


PeopleSoft Enterprise Plan Deployment

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Headcount

Manager

Human

Resource

Analyst

Human

Resource

Specialist

Define

Deployment Goals

and

Measurements

Measure

Deployment

Effectiveness

Define Positions

Create

Organizational

Structure

Respond to

Employee

Lifecycle

Actions

Plan Headcount

FPS


PeopleSoft Enterprise Define Deployment Goals and Measurements

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Human

Resource

Specialist

Employee

Technical

Specialist

Line Manager

Technical

Specialist

Human

Resource

Manager

Human

Resource

Analyst

Yes

NoNeed to

Create Goals

Need to Create

Measurements

Identify strategy components

Create Strategy Components

Identify KPI Components

Define Cause and Effect

Define

Positions

Measure

Deployment

Effectiveness

EIP

(KP_KPI_ASMT_FACTS):

Publish KPI information

Identify strategic initiatives

Determine Strategic

Initiatives

Initiative Definition View

Review and finalize employee scorecard

My Profile / Scorecard at a Glance

Switch Scorecards / KPIs by Perspective

Strategy / KPI List / KPI Exceptions

Search Portfolio / Search Detail by ST

Search Summary by ST / My KPIs

My Manual KPIs / Manual KPI Search / KPI Query

Calculate, assess and

publish KPIs

Calculate and Assess KPIs

Review Error Messages

KPI Operands Datamap

KPI Expressions

Create KPIs

Create KPI

Definition

Cause and Effect

Calculation Rules

Objects

Target RuleOptions

Weight Scale

Colors

KPI Definition View

Create portfolios tocompare scorecards

Setup Portfolios

Review and finalize employee scorecard

My Profile / Scorecard at a Glance

Switch Scorecards / KPIs by Perspective

Strategy / KPI List / KPI Exceptions

Search Portfolio / Search Detail by ST

Search Summary by ST / My KPIs

My Manual KPIs / Manual KPI Search / KPI Query

Plan Headcount

FPS

Conduct

special

projects?

Create scorecard

Define Scorecard Details

Identify Assessment GroupsAssociate Related KPIs

Set Targets


Review and finalize

scorecard

Set Targets / KPI Compare


Identify basis for Key

Performance

Indicators (KPIs)

Data Elements

Calculations

ActionsActivity

Assessment

Define strategic

goal and

measurements


PeopleSoft Enterprise Define Posit ion s

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Human

Resource

Specialist

Human

ResourceAnalyst

History

Position

Vacant

Position

Budget

Status

Add/Update

Positions

Update

Department

FTE Budgets

Build Organizational Structure

Add or update position information

and employment-related information

Add/Update Position Info

Define position information, including title,

description, location, company,

department, hours, headcount, etc.

Position Data

Classification Standards USF

Job Codes

Occupational Series USF

Official Position Titles USFOrganizational Posn Titles USF

Rate Code Details

Review?

Review information about

employees currently or

previously assigned to a

position

Position History

Review summary of

position information

Position Summary

Decide

if need to?

Create

Organizational

Structure

Define Deployment

Goals and

Measurements

Create department, job code, or

position budgets using total salaries

and budgeted FTE's for positions

with an approved budget status

Update Dept Budget Data

Review prior or current

budget summary

information

Budget Status

Review a list of all

positions currently open

in a department

Vacant Budgeted

Positions

HRMS Integration with FSCM - provides

HR position data

POSITION DATAPOSITION_FULLSYNC

POSITION_SYNC

Perform Real-Time

Budget Check

Y/N

Budget Check Position


PeopleSoft Enterprise Create Organizat ional Structu re

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Human

Resource

Specialist

Headcount

Manager PlanHeadcount

FPS

Identify direct or indirect

reporting relationships

Build Position Structure

Define

Positions

Create organization structure

reports

Active/Inactive Positions

Active/Inactive Positions USF

Active Position History

Active Position History USF

Exception/Override

Exception/Override USF

Mass Org Exception Report (USF)

Incumbent History

Incumbent History USF

Job Code USF

Job Code & Position Audit

Occupational Series USF

OF8 Report USF

Position Status

Position Title Table USF

Vacant Position

Vacant Position USF

Create organizational

report to validate

structure

Create Organizational

Report

Create organizational

chart based on position

structure

Build Organization Chart

Apply Changes (USF)

Build Department

Organization (USF)


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PeopleSoft Enterprise Maintain Emp loyee Data

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Payroll

Administrator

Time and Labor

Administrator

Human

Resource

Specialist

Respond to

Employee

Lifecycle

Actions

Update Employee

Information

Update Job

Information

Track Citizenship

Information

Track Employment

Contracts

Review andReport Job

Summary

Information

Track Labor

Relations

Track Secondment

Contributions -

FPS

Archive or Delete

Employee Records- FPS

Track and Report

Regulatory

Information

Track

Seniority

Update

Compensation

Track Tenure and

Probation - USF

Track Flexible

Service and

Tenure

Track Faculty

Events

Track

Advancement -

FPS

Grant Tenure -

FPS

Measure

Deployment

Effectiveness

Track Global

Assignments

Manage Health

and Safety

Manage

Absences

Manage Time and

Labor

Manage

Payroll

Junction


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PeopleSoft Enterprise Track Seniori ty

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Payroll

Administrator

Time and Labor

Administrator

HumanResource

Specialist

Identify seniority for a worker

Identify Seniority (BEL)

Calculate the severance

amount

Create Notification (BEL)

Update seniority components in

compensation packages

Update Seniority Pay

Manage Health

and Safety

Measure

Deployment

Effectiveness

Decide if

need to?

Create Notifications report


Verify workers are still eligible

for seniority pay components

Update Seniority Eligibility

Track Global

Assignments

Manage

Absences

Review employee records with

multiple codes

Multiple Seniority Components

Update Job

Information

Review and set Claeys

calculation variables


Junction

Manage Time and

Labor

Manage

Payroll

Review employee seniority

information

Seniority Report


PeopleSoft Enterprise Update Compensation

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Payroll

Administrator

Time and LaborAdministrator

HumanResource

Specialist

Measure

DeploymentEffectiveness

Update Job

Information

Manage Health

and Safety

Recalculate compensation

packages

Calculate Compensation

Manage

Absences

Refresh the

compensation defaults

in Job Data

Refresh Compensation

Manage Time and

Labor

Junction

Manage

Payroll

Track Global

Assignments


PeopleSoft Enterprise Track Tenure and Probat ion - USF

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Payroll

Administrator

Time and Labor

Administrator

Human

Resource

Specialist

Track Tenure - USF

Track Probation - USF

Update Job

Information

Identify employees who are within

60 days of tenure waiting period

Process Automated Actions USF

Create a worklist item and notify

supervisors of probation

termination

Probat Term-Supv Notif USF

Manage Time and

Labor

Track Global

Assignments

Identify employees who are within

60 days of probationary period


Update tenure status for

employees passed tenure dates


Decide if

need to?

Junction

Manage

Absences


supervisors of tenure conversion

Tenure Conversion Notice USF

Measure

Deployment

Effectiveness

Manage Health

and Safety

Manage

Payroll

Terminate probationary periods

for employees passed probation

dates



supervisors of terminated

probations

Probat Term-Supv Notif USF


supervisors of processed

conversion

Tenure Conversion Notice USF

Identify or

terminate?

Identify or

convert?

Identify Employees

Awaiting Tenure

Perform Tenure

Conversions

Identify Employees

Awaiting Probation

Termination

Terminate

Probationary Periods


PeopleSoft Enterprise Track Flexible Service and Tenure

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Payroll

Administrator

Time and Labor

Administrator

Human

Resource

Specialist

Yes

No

Track Service

Track Tenure

Define or Update

Tenure Tracking

Information

Assign and

Calculate Tenure

Yes

No

Yes

No

Review chanto academic

tenure s

Review Ran

Histo

Decide

if need to?

Track employee's

service accrued from

other institutions

Create Tenure Data

Create calculation

groups

Calculation Group

Activate tenure

tracking for an

employee

Job Data

Create calculation

groups

Calculation Group

Calculate service

accruals

Calculate Service

Need new

calculation

group?

Review jobs and

positions eligible to

accrue service credits

View Related Jobs

Review or update defaulttenure data, add

additional details, and

assign calculation group

Create Tenure Data

Establish academic

ranks, eligibility, and

probationary periodsAcademic Rank

Identify experiences and

credits from other institutions

and apply toward tenureExperience/Credit Codes

Identify service

calculation group and

FTE value for prorating

accrued service

Job Data

Update

service accrual

definitions?

Review accrual

processing results

View PeriodicResults

Message Log

Decide if

need to?

Need new

calculation

group?

Update Job

Information

Identify employee's

startup credits and

exceptions

Flexible Service

Establish calendars for

accruing service years

Calendar

Define rules for service

accruals, including rounding

and adjustments

Service Rules

Group actions and

reasons that count

toward accrual

HR Action/Category


PeopleSoft Enterprise Track Faculty Events

Update or review my

faculty events

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Employee

Payroll

Administrator

Time and Labor

Administrator

Human

Resource

Specialist

No

Yes

Review the final, approved

employee cases

Review Case Status

Case Review Status Rpt

Track participation in activities

and committees

Review Committee Membership

Activities

Need to

track?

Update

tracking

data?

Measu

Deploym

Effective

Manage H

and Saf

Review case

information

Case Information

Track employee's

administrative posts, titles,

and appointments

Administrative Posts

Define employee case, i. e.,

change in tenure status, title

change

Identify Employee Case

Manage

Payrol

Track Gl

Assignm

Manage Tim

Labo

Review Faculty history

information

Faculty Events Hist Rpt

Track employee's

student advisees

Student Advisement

Define administrative

posts


Identify courses the

employee is assigned to

teach

Teaching Responsibilities

Define committee

details

Committees

Committee Type

Review less sensitive

case information

Case Progress

Manag

Absenc

Update Job

Information

Junction

Recruiting Recruiting

faculty events

Activities


Committees

Presentations

Professional Training

Publications

Student Advising

Teaching

Responsibilities

Track faculty

competencies and

accomplishmentsPresentations

Publications

Define DETYA details

Classification Code AUS

Organization Unit AUS

Identify full-time

and part-time

member data

Full-Time Member

Full-Time Surveys

Part-Time Surveys

Load and report on teaching data

Load FT Teaching Member Data

Load Teaching Survey Data

Create Survey Stats CAN

FT Survey Stats CAN Rpt


PeopleSoft Enterprise Track Advancement - FPS

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PayrollAdministrator

Time and Labor

Administrator

Human

Resource

Specialist

Advance

Employees

Promote

Eligible

Employees

Reclassify

Employees

Decide if

need to?

Identify employees to be

advanced and update career

records automatically

Automatic Step Increment

Simulate reclassification

and save the results

Reclassification Simulation

Review employees selected for

promotion and add or remove

employees

Review Promotable Employees

Update employee

records with valid

reclassifications

Update Career

Calculate promotion probation

period end dates

Calculate End of Probation Pd

Identify promotable employee

population

Select Promotable Employees

Calculate seniority and

length of service

Calculate Seniority

Calculate Length of Service

Review career seniority

Review Career Seniority

Update career advancement

Next Step Increment

Update the advancement date ordemote

Freeze Advancement/Demotion FPS

Simulate advancement for a

corps or employee

Step Increment Simulation

Identify employees selected for

promotion for a specified date

Promotable Employees Report

Validate reclassifications

Validate Reclassification

Identify expected step or

sub step increment dates

Step Increment Date

Reset Advancement Dates

Update seniority bonus to

speed up advancement

Update Seniority Bonus

FPS

Define reclassification

conditions and

procedures

Define Reclassification

Decide

if need to?

Update Job

Information

Define grade promotion

criteria

Define Promotion Rules


PeopleSoft Enterprise Grant Tenure - FPS

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Payroll

Administrator

Time and Labor

Administrator

Human

Resource

Specialist

Accomplishments

Competencies

Grant

Tenure

ExtendProbation

Terminate Employee

Compare employee's

accomplishments with

those required by

position

Validate ProbationPeriod

a

Inform managers of

trainees eligible for

tenure

Trainees to be Given

Tenures

Review employee

tenure dates

Update Status FPS

Review trainee grade and

step data and hold,

validate or deny tenure

Validate Probation Period

Review employee's

competencies with

those required by

position

Validate ProbationPeriod

Grant tenure and update

status code

Assign Civil Servant Status

Decide if

need to?

Need to

review?

Select employees eligible

for tenure within specified

period

Calculate Future Tenures

Update Job

Information

Calculate tenure date

for individuals or

groups

Calculate Tenure Date

Notify trainee

supervisors of

probation and

dates

Review a

probation periodafter the first

rejection


PeopleSoft Enterprise Track Cit izensh ip Information

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Payroll

Administrator

Time and Labor

Administrator

Human

Resource

Specialist

Citizenship

Identification Data

Track Substantial Presence

Passport/Visa Expirations

Audit Passport/Visa expiration

dates

Passport/Visa Expiration Audit

Junction

Manage

Payroll

Manage Health

and Safety

Measure

Deployment

Effectiveness

Manage

Absences

Manage Time and

Labor

Track Global

Assignments

Audit citizenship/country/Visa

discrepancies

Citizenship/Country/Visa Audit

Need

to test or

audit?

Review, update and validate

identification data provided

Identification Data

Respond to

Employee

Lifecycle

Identify details about

employee's substantial

presence in the US

Employee Presence Test USA


PeopleSoft Enterprise Track Emp loym ent Contracts

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Payroll

Administrator

Time and Labor

Administrator

Human

Resource

Specialist

North America

USF

Terminate

Replace

Prepay

Options

Recalc

Yes

Update

Create

Yes

No

Renew

Belgium

End and

Reason

Decide if?

Update contracts

Update Contracts

Update contract pay

Update Contract Pay NA

Define contract clauses

Define Contract Clauses

Define contract types

Define Contract Types

Whatcontract action is

needed?

Track information on termination of an emplo

contract

Terminate Contract B

Define contract end and

Define Contract End

Define Contract End Rea

Define contract templates

Define Contract Templates

Create employment contract

reports

Contract Information Report

Identify the replacem

contract

Replace Contract BE

Need to

create or update

contract?

Decide if?

Update existing contract

with renewal information

Service Agreements USF

Create

Template?

Create

report?

Respond to

Employee

Lifecycle


PeopleSoft Enterprise Review and Report Job Summary Informat ion

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Payroll

Administrator

Time and Labor

Administrator

Human

Resource

Specialist

Measure

Deployment

EffectivenessCreate workforce reports for French

Public Sector

Part-Time Schedule FPS

CS Position Request tbc FPS

CS Position - Rqst Reject. FPS

CS Position/Employee FPS

Career - Request tbc FPS

Career - Request Rejected FPS

Employee Career/Action FPS

Assignment - Request tbc FPS

Assignment - Rqst Rejected FPS

Work Time - Request tbc FPS

Work Time - Rqst Rejected FPS

Compensation - Request tbc FPS

Compensatn - Rqst Reject. FPS

Collective Orders FPS

Individual Orders Edits FPS

Collective Orders Updates FPS

Pending Orders FPS

Manage Health

and Safety

Track Global

Assignments

Create workforce reports

Employee Turnover Analysis

Primary Job Audit

Pending Future Actions

Request Ad hoc Process

Department Action Notices

Create As-of-Date Mass Report

Create As-of-Date Request

As Of Date Request USF

Create Calendar Year Request

Database Audit

Create From/Thru Dates Request

Workforce Survey Result (CAN)

Groups by Emplymt Type Rpt (CAN)

Groups by OCC Group Report (CAN)

Groups/Jobs Filled/Vacated (CAN)

Workforce Survey Stats (CAN)

Create Job Information Reports

Personnel Actions History

Personnel Actions History USF

Appointment Affidavits USF

Award Action USF

Setup Wage/Separation USF

Print Wage/Separation USF

Request Personnel Action USF

Notice of Personnel Action USF

Employees on Leave of Absence

Request Prelim Empl Data USF

Temporary EmployeesYears of Service

Social Report BEL

Official List ESP

Create AFI File ESP

Establish Synchronization FRA

Appointment Notification JPN

Appointment List JPN

Completion of IC Transfer JPN

Employee Assignment List JPN

Matricula Book (ITA)

Matricula Calculation (ITA)

Employee Listing SGP

Manage Time and

Labor

Review OEE workforce survey for

Canada

Workforce Survey Results

Decide if

need to?

Manage

Payroll

Action to

take?

Manage

Absences

Review job information for

employee of French Public Sector

Merge Employees FPS

Review Merge Results FPS

Job Data FPS

Job Data History FPS

Current Status FPS

CS Position History FPS

Assignment History FPS

Career History FPS

Current and Prior Career FPS

Career Seniority FPS

CS Position/Career FPS

Career/CS Position

Compensation History FPS

Review job information

Workforce Job Summary

Job Summary JPN

Multiple Jobs Summary

Compensation Summary USF

Personal Data USF

Respond to

Employee

Lifecycle


PeopleSoft Enterprise Track Labor Relat ions

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Employee

Payroll

Administrator

Time and Labor

Administrator

Human

Resource

Specialist

Grievance

Disciplinary

Action

Negotiability

Identify disciplinary action, action

taken, and final resolution

Record Disciplinary Actions

Record Disciplinary ActionsUSF

Record Negotiability AppealUSF Create labor relations reports

Discipline Action Summary

Grievance Detail

Employee Disciplinary Action

Grievance Summary

Union Fees ESP

Union Membership USF

Union Membership

Labor Relations Letters

Respond to

Employee

Lifecycle

Identify negotiability appeals item

and tracking details

Record Negotiability Appeal USF

Identify grievances filed, action

taken, and final resolution

Record Grievances

Request change in job, if desired

Request Job Change

Review My Job Change Request

Need to

record?

Obtain time worked

information from

payroll

Extract Payroll Data

Update wage progression

activity records

Update Wage Progression

Review and adjust wage

progression details

Review Wage Progression

Review earning

period details per pay

period about workers

hours

Review Time Details

Approve workers for wage

progression

Approve Employees to Advance

Process advancements

Process Wage ProgressionWage Progression

Define groups of

workers to layoff or

recall

Labor Group Definition

Define layoffparameters

Layoff Roster

Run layoff process

Layoff Roster

Review list of laid

off workers

Layoff Roster

Report

Process and maintain

workers reemployment(recall) rights

Process Recall Rights

Recall Rights

Reinstateor recall

workers?

Layoffs andRecalls Reinstate

Recall

Rehire laid off workersquickly

Reinstatement Roster

Rehire with more

flexibility

Recall Roster

Create layoff and recall

reports

Layoff Roster ReportBumping Report

Seniority Report

Candidate List Report

Recall Roster Report

Actio


PeopleSoft Enterprise Track Secondm ent Contr ibut ions - FPS

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PayrollAdministrator

Time and Labor

Administrator

Human

Resource

Specialist

Junction

Manage Health

and Safety

Manage Time and

Labor

Measure

Deployment

Effectiveness

Calculate retirement

contributions for employees in

secondment

Calculate Contribution FPS

Create contribution amount letters

to employees

Contribution Call Letter FPS

Review employees in

secondment

Review Payment Cont FPS

Respond to

Employee

Lifecycle

Manage

Payroll

Track Global

Assignments

Manage

Absences

Receive

employee

contribution

payments


PeopleSoft Enterprise Arch ive or Delete Emp loyee Records - FPS

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Payroll

Administrator

Time and Labor

Administrator

Human

Resource

Specialist

Manage

Absences

Respond to

Employee

Lifecycle

Manage Health

and Safety

Measure

Deployment

Effectiveness

Track Global

Assignments

Junction

Manage Time and

Labor

Manage

Payroll

Delete, and archive employee personal

data, civil service position, work time, or

career data

Delete Career Data FPS

Delete ID FPS

Personal Data Deleted ID FPS

Employee File Cncl FPS

Assignment Archive FPS

CS Position Archive FPS

Career Archive FPS

Work Time Archive FPS

Compensation Archive FPSPremium Archive FPS

Seniority Bonus Archive FPS

EE Categorization Archive FPS


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PeopleSoft Enterprise Manage Health and Safety

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Health and

Safety

Administrator

Human

Resource

SpecialistMaintain

Employee Data

Measure

Deployment

Effectiveness

Define Health and

Safety Tracking

Information

Record Employee

Medical Exam

Results

Verify Witnesses

or Personnel

Involved with

Incident

Obtain Incident

Information

Create Health and

Safety Reporting

Information


PeopleSoft Enterprise Create Health and Safety Report ing Information

Health and SafetyCreate health and safety

t CAN

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Health and

Safety

Administrator

Human

Resource

Specialist

Health and Safety

Reporting Data

Canada

Health and Safety

Reporting Data

Germany

Health and Safety

Reporting Data

GBR

Regulatory

Reports

Regulatory Reports

CHE

Regulatory Reports

CAN

Regulatory Reports

ESP

Regulatory Reports

GBR

Regulatory Reports

USA

Regulatory Reports

FRA

Create report containing accident

details CHE

Accident CHE

Need to

create?

Prepare and load RIDDOR

data GBR

RIDDOR Data GBR

Identify incidents that did not

result in the loss of wages ESP

Incident w/o Lost Wages ESP

Prepare BC WCB data for file

creation

CAN

WCB EDI Data CAN

Need to

create?

Create list of case numbers and

details of the injury/illness USA

OSHA-200 Log (USA)

Record Employee

Medical Exam

Prepare accident, incident ,and illness data and load to

temporary data table DEU

Accident Data DEU

Illness Data DEU

Create a French health and

safety report FRA

Work Accident FRA

Create a Report of a Case of a

Disease report GBR

Illness GBR

Creates and sends the BC

WCB EDI file CAN

Create WCB EDI File CAN

Create a report of injury or

dangerous occurrence

Injury/Dangerous Occ GBR

Create health and safety

reports DEUAccident DEU

Illness DEU

Incident Location Summ DEU

Reportable Accident/Illness

DEU

Obtain Incident

Information

Measure

Deployment

Effectiveness

reports CAN

WCB Form 7 CAN

WCB Incident CAN

Identify accidents with and without

absence days

Create Delt@ PAT/RAF ReportESP

Create Delt@ RATSB Report ESP

Regulatory Reports

BRA

Create CAT and PPP Reports

BRA

CAT Report BRA

PPP Report BRA

Work Restriction

Summary

Review Employee With Work

Restriction summary

Employee Work Restriction Smry

Create OSHA reports

OSHA 301 Incident Report

OSHA 301 Incident Report

PrintOSHA 300 Incident Log

OSHA 300A Annual SummaryOSHA 300 Runs

OSHA 301 EE Incident Report

OSHA 301 NE Incident Report


PeopleSoft Enterprise Define Health and Safety Tracking Information

Human

R

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Resource

Specialist

Health andSafety

Administrator

Accident/Injury

Information

Germany

Accident/Injury

Information

Canada

Mixed Committees

Mexico

Accident/Injury

Information

Great Britain

Medical Services

Australia

Define hazardous environments

Dangerous Occurrences

Job Code Hazards

Location Hazards

Hazardous Conditions/Materials

Hazard Units BRA

Hazard Concepts BRAWork Hazards BRA

Job Code Hazards BRA

Work Area Hazards BRA

Record Employee

Medical Exam

Results

Define medical data

Allergy

Immunization

Medication

DiagnosisOccupational Illnesses

Define medical services Australia

Claim Threshold - Claims AUS

Claim Threshold - State AUSClaim Threshold - Union AUS

Medicare Item Details AUS

Need to

define?

Identify details for the Mexican mixed

committees

Mixed Committee MEX

Define accident or injury informationGermany

Case Officer DEU

Corrective Actions DEU

Disease Class DEU

Preventative Actions DEU

Unsafe Items DEU

Work Area Class DEU

Work Area Category DEU

Work Area DEU

Define work restrictions

Codes and Effective Dates

Modified Work

Define accident or

injury information

Accident Types

Body Parts

Nature of Injury

Source of InjuryUnsafe Acts

Animals Involved

Transportation

Maintain Employee

Data

Verify Witnesses

or Personnel

Involved with

Incident

Define accident or injury information

Great Britain

External Scheme GBR

Define accident or injury information

Canada

Class/Subclass CAN

Occupations CAN

Contributing Factors CAN

Preventative Actions CAN

Define physicians

and facilities

Medical Facilities

Physicians


PeopleSoft Enterprise Obtain Incid ent Information

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Health and

Safety

Administrator

Incident

Vehicle/

Equipment

Industrial

Hazard

Germany

Yes

No

Identify injury details

Injury Details

Injury Details BRA

Identify claims details related to a

rehabilitation plan

Create Employee Rehab Plan

Review all incide

individual has b

Review Employee

Employees In In

Review Injury Su

Identify assigned case officers

(DEU)

Case Officer Assignment

Record?

Identify industrial hazard code

for employee (DEU)

Coop Society Data

Identify basic incident information

Incident Details

Incident Detail (rpt)Incident Lost Work (rpt)

Incident Summary (rpt)

Location Incident Summary (rpt)

Non-Employees In Incidents (rpt)

Vehicle Incident Summary (rpt)

Incident Details BRA

Verify Witnesses

or Personnel

Identify

corrective

and/or prev

actio

Identify Corr

Actio

Create Hea

Safety Re

Identify information about

vehicles or equipment

Vehicles/Equipment Involved

Is rehabilitation

needed?

Identify charges related to injuryor illness claims

Open Claim

Claim Summary Overview (rpt)

Incident Claim Detail (rpt)

Incident with

injury?

Rehab for

employee?Yes

Identify claims details related to a

rehabilitation plan for non-employee

Create Non-Employee Rehab Plan

No

Yes

No


PeopleSoft Enterprise Record Emp loyee Medical Exam Results

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Health and

Safety

Administrator

Physical

Respiratory

Eye

Audio

Health Card

Drug Test Data

Exam Dates/Status

Germany

Illness

Germany

No

Yes

Need

to record?

Identify basic exam information

Eye Exam

Define Health and

Safety Tracking

Information

Identify case officers (DEU)

Case Officer Assignment

Identify basic exam and

physician information, test

results and comments

Health Card (USF)

Identify medical examination

dates and exam status for

employee (DEU)

Employee Checklist

Identify basic exam information

Physical Exam

Identify hearing exam

classification

Audiometric Exam

Create Health and

Safety Reporting

Information

Identify data to track employee

illnesses (DEU)

Illness Tracking

Identify respiratory exam

information

Respiratory Exam

Need to review

health card info?

Identify basic exam and

physician information such as

name and address and drug

sensitivities from previous test

administered

Drug Test (USF)

Review employee

information, position

information, physicianinformation, drug

sensitivities and previous

tests, and drug test results

Review Health Card Info

(USF)

Identify medical exam results (BRA)

Medical Exam Results BRA

Exam Results

Brazil


PeopleSoft Enterprise Veri fy Witnesses or Personn el Invo lved with Incident

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Health and

Safety

Administrator

Family

Employment

Employee

Non-

Employee

Name

Identify additional

employee

information

Employee

Identify personal

information for

non-employees

involved in

incidents

Non-Employee

Identify

employment

information

Employment

Obtain Incident

InformationNeed to track?

Define Health and

Safety Tracking

Information

Identify employeefamily information

Family


PeopleSoft Enterprise Track Global Ass ignments

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Employee

Human

Resource

Specialist

Respond to

Employee

Lifecycle Actions

Measure

Deployment

Effectiveness

Notify Employee

of Global

Assignment

Identify Global

Assignment

Information

Identify Travel and

Education

Allowances

Complete

Assignment and

Update

Competencies

Receive

Assignment

Information

Prepare for

Assignment

Perform and

Complete

Global

Assignment


PeopleSoft Enterprise Comp lete Ass ignment and Update Competenc ies

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Employee

Human

Resource

SpecialistMeasure

Deployment

Effectiveness

Record information

regarding completed

assignment and close

host record

Home/Host

Information

Create report of

employee's on global

assignments

Employee on Assignment

Report

Track job information

while on assignment

Home/Host

Information

Identify Travel and

Education

Allowances

Perform and

Complete Global

Assignment

Maintain profiles

Person Profiles


PeopleSoft Enterprise Ident i fy Global Ass ignment Inform at ion

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Employee

Human

Resource

Specialist Home/Host

Assignment

Dependents

Immediate

Family

Summary

Identify Travel and

Education

Allowances

Identify information about the

disposition of employee home

residences

Home and Host Data

Review a summary of employee's

assignment and organizational

relationships

Review Assignment Summary

Person Organizational Summary

Review information on

dependents in employee's

immediate family

Review Immediate Family Data

Identify dependents and

beneficiaries, addresses, and

personal information

Dependent Data

Identify basic assignment

information such as type, dates

and host contact

Assignment Data

What

information is

needed?

Prepare for

Assignment

Identify new host

Add a Host Assignment


PeopleSoft Enterprise Ident i fy Travel and Educ ation Al low ances

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Human

Resource

Specialist

Employee

Company

Paid

Travel

Employee

Educational

Reimbursements

Dependent

CompanyPaid

Travel

Dependent

Educational

Reimbursements

Accompanying Dependent

Identify Global

Assignment

Information

Identify employee's

dependents who will travel

with the employee

Dependent Accompanying

Complete

Assignment and

Update

Competencies

Identify financialassistance information for

a dependent

Dependent International

School

Identify supplemental

earnings and deductions

Assignment

Compensation

Identify additional

company-paid travelDependent Company Paid

Travel

Identify company-paid

travel

Company Paid Travel

Identify employee financial

assistance information

International School/

Program

Need to

record?


PeopleSoft Enterprise Manage Ab sences

MaintainManage Leaves

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Line Manager

Payroll

Administrator

Time and Labor

Administrator

Human

Resource

Specialist

Personnel

Records

Manage Leaves

(USF)

Authorize and

Track FMLA Leave

Define Absence

Tracking and

Assign Schedules

Record Absences,Vacations,

Accruals and

Entitlements

Analyze AbsenceInformation and

Identify Trends

and Patterns

Measure

Deployment

Effectiveness

Provide Absences

to Payroll

Request and

Approve Absences

and Vacations

Manage Time and

Labor

Manage

Payroll

Manage Leave

Transfers


PeopleSoft Enterprise Manage Leaves USF

Request leave

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Employee

HumanResource

Specialist

Leave Donations

Internal

Leave Donations

External

Leave

Requests

Yes

No

Update

Leave Accruals

Update

Leave Bank

General

Leave Summary

Information

Leave

Enrollment

Leave Donations

Leave BankLedger

Leave Balances

Createapplications

for?

Review donations made to a leave

transfer program recipient

Track Leave Donation

Review and adjust employee

enrollment in earnings accrual

classes or manually enroll

employees in accrual classes

Employee Accruals Enrollment

Update Leave Accrual Elections

Maintain Employee

Data

Create an application todonate leave to the leave

transfer program

Voluntary Donations

Review by effective date hours

contributed to or withdraw fromemployees participating in the

leave bank program

Review Leave Bank Ledger

Create an application to

donate to leave bank or

transfer program to be used

by an employee outside of

the agency

External Leave Donations

Review leave balances and totalsfor a particular employee

Leave Accruals (rpt)Using auto

enrollment for leave

accruals?

Process donations and update

accruals, additional pay, and

leave ledgers

Request Leave Bank/Transfers

Decide if

need to?

Initiate leave accrual process

balance for all employees

currently enrolled in the

selected benefit plan

Calculate Leave Accruals

Create application to receive

hours from a leave program

Create Leave Recipient App

Inquire on automatic leaveenrollment history

Track Auto Leave Enrollment

Leave Adm

Leave Accep

Leave Ba

Leave Den

Leave Tran

Leave Bank A

F

Leave A

Review summary leave

contributions, withdrawals, and

balances by leave program type

Review Leave Program Summary

Request leave

Request Leave of Absence

(USF)

Automatically enroll employees

in earnings accrual classes

based on the PAR or leave

program activity and the leave

class rules

Request Auto Leave Enrollment

Need to

review?

Applications

Accruals


PeopleSoft Enterprise Au thor ize and Track FMLA Leave

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Human

Resource

Specialist

Employee

Record significant events that

affect FMLA leaves

Request/Authorize/Track Leave

Authorize or deny FMLA request


Process FMLA Leave (USF)

Measure

Deployment

Effectiveness

Maintain Employee

Data

Review FMLA reports

Status Report

Payroll Audit Report

FMLA (USF)

Schedule FMLA


Request time off

to care for

themselves or

a family

member

Take requested

time off from

employment


PeopleSoft Enterprise Manage Leave Trans fers

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Human

Resource

Specialist

Employee

Request to Donate Leave GBL

Donate Leave Request

Approve, Deny or Push Back Leave

Transfer Requests

Manage and Approve Requests

Viewing Leave Transfer

Transactions History

View Transaction History

Manage Payroll

Request to Return Unused

Leave

Return Unused Leave Request

Initiate Leave Transfer

Requests

Initiate Requests

Self Service Leave

Transfer Requests

Request to Terminate

Participation in Program

End Participation Request

Manage Leave

Transfers

Adjust Leave Balances

Programs

Adjust Leave Program

Balances

Define Leave Transfer

Configuration

Leave Transfer Configuration

Initiate Leave Transfer Process

Run Leave Donations

Define Leave Transfer

Recipients

Leave Transfer Recipients

Define Leave Program and

Leave Transfer Entitlements

Leave Program Definition

Leave Transfer Process Sends Data to

Global Payroll/Absence Management

Entitlements

See: Calculate and Confirm and

Provide Payroll (GBL)

Leave Transfer

Definition

View Self Service

Transaction History

Leave Transfer Request

History

Request to Receive Donated

Leave

Receive Donate Leave Request


PeopleSoft Enterprise Def ine Absence Track ing and A ssign Schedules

Assign

Work Schedule

(Using Time and Labor)Entitlements

Note: If both Peo

Labor and Globa

Define absence entitlement plans

Absence Entitlement Plans CHE

Absence Entitlement Plans DEU

Define calculation rules etc. for

Absence Entitlements GBL

Absence Entitlements

Track Time and

Labor

Track Time and

Labor

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Human

Resource

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Documents