PeopleSoft HRMS Reporting

ISBN-10: 0130216127

ISBN-13: 9780130216120

Edition: 2000

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Description: Thousands of companies are investing millions of dollars in PeopleSoft systems -- and a crucial factor in the success of these systems is careful database and report design. Now, for the first time, PriceWaterhouseCoopers consultant Adam Bromwich presents comprehensive, authoritative guidance on the successful design of PeopleSoft HRMS databases, tables, and reports for maximum value and effectiveness. Bromwich begins with a detailed overview of how the PeopleSoft database is organized, functionally and technically. Review the database's key tables, and the tools PeopleSoft provides for finding the table you need. Throughout the book, Bromwich focuses on the most efficient approach to retrieving PeopleSoft data: using SQL to access the database directly, rather than going through menus and panels. You'll review table design and reporting in HR, Payroll, and Benefits; and master the Structured Query Reports (SQR) language, PeopleSoft's most powerful reporting tool. You'll learn proven methods for designing both primary and secondary data tables for maximum performance, simplicity, and ease of data retrieval. Bromwich also demonstrates how to avoid common pitfalls in PeopleSoft table design -- including costly errors specific to multinational organizations. For all PeopleSoft developers and power users who will be creating databases and data tables to be accessed through PeopleSoft.

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Book details

List price: $60.00
Copyright year: 2000
Publisher: Prentice Hall PTR
Publication date: 9/9/1999
Binding: Paperback
Pages: 464
Size: 6.75" wide x 9.00" long x 1.25" tall
Weight: 1.936
Language: English

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