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Series Foreword | |
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Foreword | |
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Understanding the Basics: PeopleTools vs. the Application | |
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Application Designer | |
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Thinking Vanilla | |
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Online Modifications | |
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Process Modifications (COBOL) | |
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Interfaces and Reports | |
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Realizing the True Savings of a PeopleSoft Implementation | |
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Preface | |
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Acknowledgments | |
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PeopleSoft Basics | |
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PeopleSoft HRMS: The Basics | |
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An Introduction to the PeopleSoft HRMS Database | |
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Types of Tables | |
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Base Table (i.e., PS_PERSONAL_DATA, PS_JOB) | |
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Control Table (i.e., PS_EARNINGS_TBL) | |
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Views (i.e., PS_BENEFITS_VW) | |
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Reporting Tables (i.e., PS_EMPLOYEES) | |
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Application Tables (i.e., PSTREENODE) | |
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The Non-Table: Sub-Records | |
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The Core Base Table | |
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Using the Application Designer To Find Table Definitions | |
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Querying Tables | |
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Cross-Referencing Fields | |
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Cross-Referencing Panels and Tables | |
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Looking for Comments | |
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Searching the Code | |
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PeopleSoft Processes | |
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Dissecting a PeopleSoft Table | |
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Identifying the Elements: A Look at a Table | |
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PeopleSoft HRMS Basics: A Review | |
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Effective Dating | |
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The Effective Date Defined | |
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Considering the Desired Results when Using Effective Dates | |
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The Basic Effective-Date Sub-Query | |
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Using an As-Of Date To Exclude Future Rows | |
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Using Additional Criteria with A Sub-Query | |
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Understanding Control Tables | |
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Structure of a Control Table | |
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Adding a Control Table of A Query | |
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Using Effective Status | |
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Merging Effective Dated Data across Tables (Point-in-Time Queries) | |
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Finding Translate Values | |
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Reporting Tables--An Overview | |
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Reporting Tables--An Overview | |
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The Employees Table (PS_EMPLOYEES) | |
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The Benefits Plan Data Table (PS_BEN_PLAN_DATA) | |
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The Benefits Personal Data Table (PS_BEN_PER_DATA) | |
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The Employees Table | |
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Improving the PS_EMPLOYEES Table | |
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The Benefits Tables | |
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Looking at PS_BEN_PLAN_DATA | |
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Using the Benefits Tables Together: PS_BENEFITS_DATA | |
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Enrollment Date | |
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Views | |
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Keeping a Level Head: Positives and Negatives | |
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Views You Can Use | |
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System-Wide Key Structure | |
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The PeopleSoft Business Unit | |
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Using Business Units With SetIDs | |
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The Set ID | |
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Relational Requirements | |
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Determining the Appropriate SetID in a Query | |
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Human Resources | |
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Personal Information | |
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Personal Data | |
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Identifying Employees: The Employee ID | |
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The PeopleSoft Name Format | |
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The Resident Address and Phone | |
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Non-Employees on PS_PERSONAL_DATA | |
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Original Hire Date | |
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Birth Information | |
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Education Status | |
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Referrals | |
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Citizenship Status | |
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Strange, but Important Fields | |
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Personal Data for Other Countries | |
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Understanding Effective-Dated Personal Data | |
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Name Differences | |
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Using Social Security Numbers In PeopleSoft | |
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The NID Table and Identifiers | |
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National IDs | |
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Querying the National ID | |
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The Job Table | |
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Identifying Jobs On PS_JOB | |
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Storing History: Effective Sequence | |
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When Did It Happen? Tracking Actions | |
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Actions and Action Reasons | |
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Overlapping Changes | |
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Job Table Flags | |
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Linking Employees to Common Data | |
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Entry Dates | |
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Human Resources Settings | |
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Payroll Settings | |
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Company and Paygroup | |
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Tracking Hourly Employees and FTE | |
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Other Payroll Identifiers | |
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Compensation | |
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Benefits Settings | |
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Benefits Status | |
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Benefits Base Rate | |
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Custom Fields | |
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FLSA Status | |
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Status | |
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The Employee Status Field | |
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The Status Date | |
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Finding the Date of the First Action | |
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The Long-Term Disability Issue | |
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Using Two Job Table Rows | |
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Simplifying Job Table Data with a Modification | |
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Compensation History | |
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Determining the Rate | |
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Detecting Changes in Pay | |
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Position/Job History | |
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The Jobcode Table | |
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Major Fields on the JobCode Table | |
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JobCode History | |
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Position Management | |
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Position Tables and the Job Table | |
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Corporate Hierarchy | |
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Understanding the Use of Departments | |
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The Department Table | |
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Basic Department Settings | |
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Manager ID | |
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General Ledger Account Number | |
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The Department Tree | |
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Behind the Scenes | |
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Queries That Use the Tree | |
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PeopleSoft Query Method | |
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Tree Navigation Alternative | |
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Storing Department Tree History | |
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Employment Information | |
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The Employment Table | |
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Multiple Sets of Employment Data | |
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Multiple Benefits Selections | |
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Employees on Global Assignments | |
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Dates of Employment | |
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Hire/Rehire Date | |
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Length of Service | |
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Expected Return from Leave of Absence | |
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Using Termination Date and Last Day Worked | |
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Pay Increases | |
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Probation Date | |
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Position Management Fields | |
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Business Title | |
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Reports-To Position Number | |
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Supervisor ID | |
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Phone Subrecord | |
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Payroll Settings | |
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Deductions and Deduction Subsets | |
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Paycheck Distribution | |
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Paycheck Name | |
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Payroll System | |
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Benefits Administration Flag | |
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Background Information | |
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Competencies vs. Accomplishments | |
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Accomplishments | |
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Accomplishment Values | |
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Identifying an Accomplishment | |
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Employee Accomplishments | |
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Linking Accomplishments By Category | |
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Payroll | |
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Working with Payroll Data | |
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Payroll Tables | |
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Looking at a Specific Payroll Run | |
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Using the Paycheck Table with Payroll Queries | |
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Payroll Keys | |
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The Current Payroll | |
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Pay Run ID | |
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Payroll Dates | |
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Multiple Jobs | |
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Taking Deductions | |
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General Ledger | |
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The Payroll Process | |
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Paysheets | |
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Payroll Calculation | |
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Payroll Confirmation | |
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Error Resolution | |
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Identifying Payroll Process Achievements | |
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Batch Processing Payroll Data | |
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Associating Batch Requirements with Payroll Dates | |
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Accumulators and Buckets | |
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The Paycheck | |
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How Do Checks Get Created? | |
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The Paycheck Table | |
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The Rest of the Payroll Keys | |
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Alternate Keys for Finding a Check | |
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Delivering Paychecks | |
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Paycheck Accounting | |
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How Much Did I Get? | |
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Different Kinds of Paychecks | |
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Adjustments | |
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Reprints | |
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Online Check | |
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Manual Check | |
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Final Checks | |
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Earnings | |
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Defining Earnings | |
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Earn Codes | |
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Defining an Earning: The Earnings Table | |
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Retrieving Earnings for an Employee | |
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The Pay Earnings Table | |
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Feeding PeopleSoft | |
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Deductions | |
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Getting to Know Deductions | |
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Deduction Code and Class | |
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Defining a Deduction: The Deduction Table | |
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Enrolling Employees in Deductions | |
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The General Deduction Tables | |
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Verifying Eligibility | |
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Retrieving Deductions | |
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The Pay Deduction Table | |
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The Query | |
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Taxes | |
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Tax Locations | |
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State and Locality | |
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The Other States | |
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Tax Location Code | |
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Defining a Tax | |
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Tax Class | |
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Local Taxes | |
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State and Federal Taxes | |
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Tax Type/Rates | |
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Employee Tax Elections | |
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Special Withholding/Allowances | |
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FICA and EIC | |
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W-2 Settings | |
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State Settings | |
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Local Settings | |
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Retrieving Taxes | |
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The Pay Tax Table | |
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Garnishments | |
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Setting up Garnishments | |
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Employee Garnishment Specifications | |
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Retrieving Garnishments | |
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The Pay Garnish Table | |
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An Accounts payable interface | |
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Year-End Processing: The W-2 | |
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The W-2 Design | |
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W-2 Parameters | |
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Auditing Data Using Delivered Reports | |
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Limitations and Multiple W-2s | |
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Using W-2 Tables | |
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Benefits | |
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Navigating Benefits | |
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An Introduction to Benefits | |
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Understanding Benefits Administration | |
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Basic Benefits Terminology and Setup | |
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Benefit Plans and Plan Type | |
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Benefits Programs | |
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Defining a Benefit Program | |
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Defining Plan and Plan Type Settings for a Program | |
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Linking Plans with a Program Using Options | |
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Specifying Benefit Plan Settings | |
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Special Plan Type Rows | |
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Retrieving Common Benefit Plan Characteristics | |
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Benefit Program Costs | |
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Benefits Control Tables | |
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Base Benefits Control Tables | |
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Benefits Administration Control Tables | |
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A Control Table Summary: Looking at Benefits ID Fields | |
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The Benefits Administration Process | |
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BAS Activity/Manual Entry | |
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On-Demand Event Maintenance | |
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Tracking PeopleSoft Benefits | |
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Benefits Interfaces | |
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Benefits Reports | |
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Health and Life Plan Elections | |
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Health Enrollments | |
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Elections | |
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Dates | |
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Determining the Current Enrollments | |
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Finding the Most Recent Transaction Date | |
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Finding the Enrollment Date | |
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Locating a 'Termination' | |
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Life Plans | |
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Determining Coverage Amounts | |
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Coverage Groups | |
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Dependents and Beneficiaries | |
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How Are Dependents and Beneficiaries Stored? | |
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Locating All Dependents for a Participant | |
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Using Dependent/Beneficiary Type | |
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Specifying relationships | |
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The National ID | |
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Determining Dependent Coverage | |
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Dependent Enrollment Date | |
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Rates | |
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Rate Tables | |
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Age | |
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Service | |
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Salary | |
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Flat Rate | |
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Service Steps | |
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Calculation Rules | |
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Looking Up a Rate | |
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Query and SQR Tools | |
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PeopleSoft Query | |
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Query Basics | |
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Accessing and Setting Up Query | |
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Creating a Query | |
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Outputting/Viewing the Query | |
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Advanced Query Topics | |
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Aggregating Totals | |
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Finding Distinct | |
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Custom Sub-Queries | |
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Joining Tables with Unions | |
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Using PeopleSoft Trees | |
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Expressions | |
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Prompts/Parameters | |
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Issues (status records, others) | |
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Using SQR with PeopleSoft | |
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Other References | |
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Why SQR? | |
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Using SQR with PeopleSoft | |
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Considering Validations | |
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Types of SQRs | |
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Basic SQR Nested Query | |
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Understanding Delivered SQR Programs | |
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Common Modules | |
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Basic Common Module Calls | |
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Running Delivered SQRs | |
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Delivered Parameter Processing | |
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Customization | |
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Common Modules to Build | |
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Template | |
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Debugging SQR Programs | |
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Advanced SQR Features | |
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Understanding the Printing Process | |
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Dynamic SQL Clauses | |
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Arrays | |
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Reporting Tables | |
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Employees | |
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Missing Fields | |
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Benefits_data | |
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PeopleSoft Query Performance/Fast Security | |
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Query Security Overview | |
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Operator Classes | |
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Why Queries Take So Long | |
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The Fast Security Solution | |
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PeopleCode Modifications | |
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Delivered SQR Common Modules | |
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Index | |