PeopleSoft HRMS Online Training

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PeopleSoft HRMS Online Training Course

Duration: 5-6 Weeks

Introduction to PeopleSoft for HRMS Rel-9
Navigating Through the PeopleSoft System
  • Describing Elements of Components
  • Retrieving Data Through the Search Page
  • Viewing and Updating Data Within a Record
  • Assigning and Organizing Favorites
  • Using PeopleBooks Online Help
Understanding the System Structure
  • Explaining PeopleSoft Pure Internet Architecture
  • Describing the Structure of PeopleSoft Tables and Relational Databases
  • Explaining Effective Dating
  • Describing Action Types
   Working With Tables
  • Identifying Types of PeopleSoft Tables
  • Describing Characteristics of the Translate Table
  • Identifying Processing and Defaulting Tables
  • Describing Characteristics of Control Tables
  • Describing Characteristics of Transaction Tables
  • Describing Business Units
  • Explaining the Relationship Between Business Units and Set IDs
Running Human Resources Processes and Reports
  • Processing and viewing a Human Resources Report
  • Explaining the Purpose of the Employees Table
Using Group Build
  • Defining Group Build
  • Creating a Group
  • Setting Up Group Security
  • Viewing and Using Groups


  1. Organization Setup
  2. Position Management
  3. Workforce Administration – Core HR
  4. ESS/MSS
  5. Base Benefits
  6. Security
  7. Tree Manager

PeopleSoft HRMS basics

1)    PeopleSoft HRMS basics
i)   Types of tables
        • PS_PERSONAL_DATA, PS_JOB (Base Table)
        • PS_EARNINGS_TBL (Control Table)
        • PS_BENEFITS_VW (Views)
        • PS_EMPLOYEES (Reporting Tables)
        • PS_TREENODE (Application Tables)
        • SUB-RECORDS (Non Tables)
ii) The core tables
       iii) PeopleSoft Processes
        iv) Using the Application Designer to find Table Definitions
      • Querying Tables
      • Cross-Referencing Fields
      • Cross-Referencing Panels and Tables
         v) Dissecting a PeopleSoft Table
2)    Effective dating
      1. Concepts Underlying Effective Dating
      2. Basic Effective Date Sub-Query
      3. Additional Criteria with a Sub-Query
3)    Understanding Control Tables
      1. Structure of a Control Tables
      2. Adding a Control Table to a Query
      3. Using Effective Status
4)    Reporting tables

A) Reporting Tables Overview
B) The Employee Table
C)Benefits Plan data table
D) Benefits Personal Data Table
E) Employees Table
F) Enrollments

 PeopleSoft Human Resources

1)    Personal Information
         G) Personal Data
        1. Identifying Employees
        2. PeopleSoft Name Format
        3. Resident Address and Phone
        4. Non-Employees on Personal Data
        5. Original Hire Date
        6. Birth Information
        7. Educational Status
        8. Referrals
        9. Citizenship Status
        10. Personal Data for Other Countries
            H) Understanding Effective Dated Personal Data
        1. Name Differences
           I) Using Social Security Numbers
        1. The NID Table and Identifiers
        2. National Ids
        3. Querying the National ID
2)    The Job Tables
      1.  Identifying Jobs On PS_JOB
      2.  Storing History: Effective Sequence
a) Tracking Actions
iii) Actions and Action Reasons
iv)  Linking Employees to Common Data
v)  Human Resource Settings
vi) Payroll Settings
        1. Company and Paygroup
        2. Tracking Hourly Employees and FTE
        3. Other Payroll Identifiers
        4. Compensations
vii) Benefit Settings
        1. Benefits Statu
        2. Benefits Base Rate
        3. Custom Fields
        4. FLSA Status
3)    Status
      1. Employee Status Field
      2. The Status Date
      3. Long Term Disability Issue
4)    Compensation History
5)    Position/Job History
6)    Corporate Hierarchy
7)    Employment Information
      1. Position Management Fields
      2. Payroll Settings
      3. Benefits administration flag
8)    Background Information

PeopleSoft Payroll

1)    Working with Payroll
      1. Payroll Tables
      2. Looking at a Specific Payroll Run
        1. Paycheck table with Payroll Queries
        2. Payroll Keys
        3. Current Payroll
        4. Pay Run Id
        5. Payroll Dates
        6. Multiple Jobs
        7. Taking Deductions
      3.  General Ledger
      4. The Payroll Process

a)    Paysheets
b)    Payroll Calculations
c)    Payroll Confirmation
d)    Identifying Payroll Process Achievements

                  v. Batch Processing Payroll Data
2)    The Paycheck
    1. How do Paychecks Created
    2. The Paycheck tables
a)    Payroll keys
b)    Alternate Keys
c)    Paycheck Accounting
          C. Different Kinds of Paychecks
3)    Earnings
i) Defining Earnings
    1. Earn Codes
    2. Defining an Earnings
ii) Retrieving Earnings for an Employee
a)    Pay Earnings Table
iii) Feeding PeopleSoft
4)    Deductions
    1. Getting to know Deductions
      1. Deduction Code and Class
      2. Defining Deduction
    2. Enrolling Employees In Deductions
      1. General Deductions Tables
      2. Verifying Eligibility
    3. Retrieving Deductions
      1. The Pay Deduction Table
5)    Taxes
    1. Tax Location
      1. State and Locality
      2. The Other States
      3. Tax Location Code
    2. Defining A Tax
      1. Local Taxes
      2. State and Federal Taxes
      3. Tax Types/Rates
    3. Employee Tax Elections
      1. Special Withholding/Allowances
      2. FICA and EIC
      3. W-2 Settings
      4. State Settings
      5. Local Settings
    4. Retrieving Taxes
6)    Garnishments
    1. Setting up Garnishments
      1. Employee Garnishment Specifications
    2.  Retrieving Garnishments
      1. The Pay Garnish table
    3. An Accounts Payable Interface
7)    Year End Processing
    1. The W-2 Design
      1. W-2 Parameters
      2. Adding Data Using Delivered Reports
      3. Multiple W-2s
    2. Using W-2 Tables