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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 | |