Peoplesoft

PeopleSoft Training

 

Introduction

  • Introduction and Overview of PeopleSoft
  • PeopleSoft Internet Architecture (PIA)
  • HR modules and functionalities of PeopleSoft

Base HRMS Module

  • Understanding of the foundation/control tables and architecture
  • Understanding of the Workforce Management

Base Benefits and Benefits Administration

  • Understanding of the concepts of Base Benefits like setting up Earnings, Deductions, Benefit Programs and how these are related to Payroll processing

Payroll for North America

  • Understand the concept of Payroll Processing for North America
  • Setting up of the foundation/control tables required for Payroll Processing
  • Deductions and tax implications for Payroll processing

Global Payroll

  • Overview of the Global Payroll & its organization structure
  • Defining Elements, Accumulators, Triggers
  • Defining the Processing Hierarchy and Payee Data
  • Running Global Payroll

Payroll Interface

  • Understanding Payroll Interface
  • File Handlers and File Layouts
  • Import and Export

Learning Management System (LMS)

  • Setting up of the control tables for LMS
  • Determination of courses, schedules. Course administration
  • Wait listing of candidates, auto enrolment, auto rescheduling

Self Service Applications & Configuration

  • Manager Self Service
  • Employee Self Service
  • Applicant Self Service

Collaborative Applications

  • eRecruit
  • ePerformace etc

Workflow

  • Setting up of Activities, Events, Triggers and Business Processes
  • PeopleCode for Workflow, Emails and Worklist
PeopleSoft Financial

  • Asset Management Rel 8.8
  • Asset Management Rel 8.9
  • Billing Rel 8.9
  • Billing/Receivables Accelerated Rel 8.8
  • Billing/Receivables Accelerated Rel 8.9
  • Commitment Control Rel 8.8
  • Commitment Control Rel 8.9
  • Contracts Rel 8.8
  • Contracts Rel 8.9
  • Expenses Rel 8.8
  • Expenses Rel 8.9
  • General Ledger Rel 8.8
  • General Ledger Rel 8.9
  • Intro to PS for FMS and SCM Rel 8.8
  • Payables Rel 8.8
  • Payables Rel 8.9
  • Projects Rel 8.8
  • Project Costing Rel 8.9
  • PS / nVision for General Ledger Rel 8.8
  • PS/nVision for General Ledger Rel 8.9
  • PS/nVision for GL Reporting Foundation Rel 8.8
  • PS/nVision for GL Reporting Foundation Rel 8.9
  • Purchasing / Payables Accelerated Rel 8.8
  • Receivables Rel 8.8
  • Receivables Rel 8.9
  • Treasury Rel 8.8
  • Treasury Rel 8.9
  • Query/Crystal for Financials Rel 8.8
  • User Productivity Kit Developer
  • UPK Express Part 1
PeopleSoft Functional
1.       What is ERP
2.       Introduction to ERP(PeopleSoft)
3.       Functional Consultant role
4.       PeopleSoft Internet Architecture(PIA)
5.       Basic HRMS concepts
·         Foundation tables in PeopleSoft HRMS
·         Effective Dating
·         Business Units and SetID
·         PeopleSoft Workflow
·         Record Group
·         Table set Control
6.       Administer Workforce Business Process
·         Add a Person
·         Modify a Person
·         Person model
·         Add new employee instance
·         Add new contingent worker
·         Add new POI
·         Salary planning
·         Absence Management
·         Compensation
7.       Base Benefits
·         Features of base Benefits
·         Core Base Benefit Tables
·         Deduction Codes
·         Defining Benefit Plan
·         Coverage Codes
·         Rates and premium Limits
·         Designing Benefit Program
·         COBRA Administration
·         Enrolling Employees into benefits
·         Setting Dependent/Beneficiary
8.       Benefits Administration
·         Benefits Admin Overview
·         Installation Table Setup
·         Eligibility Rules Setup
·         Even Rules Setup
·         Benefit Plans/Program Setup
·         Flexible Credits
·         Enrolling Employees
·         Open Enrollment Process
·         Cross Plan Validations
·         Non-Qualified Dependents
·         Events Maintenance Process
·         On-Demand Event Maintenance
·         Snapshot Process
9.       Recruitment
·         Benefits of Recruit Workface
·         Recruit Workface – Process Flow
10.    Time & labor
·         Introduction
·         Implementation Plan
·         Setting Up basic tables
·         Time Periods
·         Time Reporting
·         Time Reporting Codes
·         Set Up Overtime Limits
·         Defining Exceptions
·         Defining Work Schedules
11.    Global Payroll
·         Why Global Payroll
·         Core Global Payroll Functionality
·         Global Payroll-Organizational Structure
·         Global Payroll-Processing Structure
·         Elements Categorization
·         Earnings
·         Deductions
12.    NA Payroll
·         Establish relationships between Human Resources and Payroll tables
·         Create the six fundamental steps required in processing a payroll
·         Set up core tables for Payroll Processing
·         Define Earnings, Deductions, Taxes and Shifts
·         Produce Online and Manual Checks
·         Prepare Gross-Ups and Check Reversals
·         Process garnishment orders
·         Produce Paychecks and deposit advices for hourly and salaried employers

PeopleSoft HRMS Technical

PeopleSoft HRMS Technical
PEOPLESOFT ARCHITECTURE

  • Internet Architecture(PIA)
  • Database Architecture
  • Portal Architecture

APPLICATION DESIGNER

  • Application Designer Structure
  • Creating Field Definitions
  • Creating Record Definitions
  • Creating Page Definitions
  • Creating Component Definitions
  • Creating Menu Definitions
  • Registering a Component or iScript

APPLICATION ENGINE

  • Application Engine Overview
  • AE Program Elements
  • Understanding State Records
  • Understanding Temporary Table
  • Understanding Restart Concept
  • Understanding set processing
  • Debugging AE Program
  • Running of A.E (Different ways)

FILE LAYOUT & CI

  • Understanding File Layout
  • Component interface attributes
  • Testing Component interface
  • Exercise on File layout & CI

CONTENTS FOR PEOPLE CODE

  • Recurrence Definitions
  • People code Overview
  • Component Processor Flow
  • Data Types, Comments and Variables
  • Understanding Objects and Classes in People Code
  • Debugging
  • File Attachments
  • Methods and Built-In Functions
  • Accessing the Data Buffer
  • Referencing Data in the Component Buffer

PROCESS SCHEDULER

  • Run Control ID
  • Creating Run Control Page
  • SQR Introduction
  • Building your first SQR program
  • SQR columns, variables and literals
  • Predefined SQR variables
  • List Variables
  • Manipulating data elements
  • Arithmetic commands
  • The move command
  • String manipulation
  • The Let command
  • Built-in functions
  • File-related functions
  • Date functions
  • String functions
  • SQR page
  • How SQR processes the source program
  • Five sections of an SQR program
  • Program section
  • Setup section
  • Explicit and implicit printing
  • Heading section and Footing section
  • Procedure section
  • Loops and decision logic
  • Print command
  • Formatting your output
  • Break logic
  • Run-time and compile-time
  • Variables
  • Working with arrays
  • Multiple Reports

SQR

  • Generate Letters
  • Flat Files & Examples
  • Debugging Techniques
  • How to run an SQR program in different ways with suitable SQR architecture
  • Database support structured query language

PSQUERY
CRYSTAL REPORTS
PSN VISION

 
PeopleSoft Asset Management Rel 9 Content Details
   


Business Process Overview
  • Defining the Asset Lifecycle Management (ALM) Solution
  • Describing the Asset Transaction Flow
  • Describing Asset Management System Integration
  • Describing the Implementation of Asset Management
  • Describing the Conversion Process for Asset Management
  • Navigating through Asset Management

Defining General Options

  • Setting Up Installation Options
  • Defining User Preferences
  • Defining Locations, Calendars and ChartField Values

Setting Up Asset Management

  • Creating Asset Books
  • Creating Business Units
  • Defining Open Periods
  • Setting Up Value Added Tax (VAT) Defaults

Adding Assets

  • Describing the Methods for Adding Assets Online
  • Describing the Tables Used for Asset Management
  • Adding Assets Using Express Add
  • Adding Assets Using Basic Add
  • Adding Non-financial Assets Using Asset Operational Info
  • Identifying Hazardous Assets

Managing Asset Insurance, Maintenance, Warranties and Repair

  • Tracking Asset Insurance
  • Defining and Tracking Asset Maintenance
  • Tracking Asset Maintenance Contracts
  • Creating and Applying Warranties
  • Reviewing Maintenance History

Maintaining Leased Assets

  • Describing Lease Types
  • Defining Lease Payment Schedules
  • Creating Leased Assets
  • Defining Step Leases
  • Generating Lease Reports

Adjusting, Recategorizing and Transferring Assets

  • Adjusting Asset Information
  • Reviewing Asset Cost History
  • Recategorizing Assets
  • Transferring Assets Within and Between Business Units
  • Summarizing Cost Rows
  • Revaluing Assets

Retiring and Reinstating Assets

  • Retiring Assets Manually
  • Retiring Fully Depreciated Assets Automatically
  • Using the Disposal Worksheet to Retire Assets
  • Describing Retirement Integration with Other PeopleSoft Applications
  • Reinstating Assets

Maintaining Parent and Child Assets

  • Adding Parent and Child Assets
  • Adjusting Parent and Child Assets
  • Recategorizing Parent and Child Assets
  • Performing Transfers of Parent and Child Assets
  • Retiring of Parent and Child Assets
  • Reviewing the Net Book Value of Parent-Child Assets

Depreciating Assets

  • Describing How Asset Management Calculates Depreciation
  • Reviewing and Modifying Open Transactions
  • Performing the Depreciation Calculation Process
  • Recalculating Depreciation and Performing What-If Calculations

Depreciating Assets - France

  • Configuring and Depreciating Assets Using the Derogatory Method
  • Creating Accounting Entries for Derogatory Depreciation
  • Configuring and Reporting Business Tax
  • Revaluing Assets
  • Running Statutory Reports

 

Depreciating Assets - India

  • Describing Depreciation Processing for India
  • Processing Tax Depreciation for India

Depreciating Assets - Japan

  • Using Special and Increased Depreciation Methods
  • Using Advanced and Composite Depreciation
  • Setting Up Currency Rounding Options
  • Generating Local Tax Reports
  • Calculating Consumption Tax When Selling Retired Assets

Maintaining Asset Book Information

  • Describing Asset Books and Required Information for Calculating Depreciation
  • Describing Remaining Value and Life-to-Date Depreciation Methods
  • Reviewing Changes Made to Asset Books

Reporting and Charting Asset Information

  • Describing Asset Management Reporting Options
  • Generating Asset Management Reports
  • Generating Asset Charts

Generating Asset Accounting Entries

  • Creating and Reviewing Accounting Entries
  • Closing Depreciation
  • Closing Asset Accounting Periods
  • Listing Common Month-End Processes

Allocating Depreciation Expense

  • Describing Depreciation Allocation
  • Defining Transaction Groups
  • Creating Allocation Entries

Integrating with PeopleSoft General Ledger

  • Defining the General Ledger to Accept Journal Entries
  • Defining the Link Between Asset Management and General Ledger
  • Running the Journal Generator Process

Integrating Asset Management with Other Products

  • Integrating with PeopleSoft Purchasing and Payables
  • Using On-Demand Processing
  • Consolidating and Unitizing Assets
  • Integrating with PeopleSoft Project Costing

Planning for Capital Asset Acquisitions

  • Describing Asset Budgeting and Capital Acquisition Planning
  • Defining Capital Acquisition Plans (CAP)
  • Link Assets to a CAP
  • Review and Adjust CAP information

Performing Mass Changes to Assets

  • Defining and Running the Mass Change Process
  • Reviewing the Results of Mass Change
  • Running the Transaction Loader Process

Final Course Activity

  • Defining the Various Control Tables Required to Perform Transactions
  • Calculating Depreciation on Open Transaction
  • Creating Accounting Entries and Running Depreciation Close
  • Running the Journal Generator Process
  • Reviewing Results
PeopleSoft Benefits Administration Rel 9.1 -Content Details

Reviewing the Benefits Business Process
  • Identifying the differences between Base Benefits and Benefits Administration
  • Explaining the Base Benefits Process
  • Identifying the Base Benefits Foundation Tables
  • Describing the Base Benefits Building Blocks
  • Defining a Benefit Program and Listing the Benefit Program Records
  • Describing the Components that make up a Benefits Adminstration Program
  • Explaining Flexible Credits
  • Defining Cross-Plan Validation

Setting Up Automated Benefits Programs

  • Activating Benefits Administration
  • Determining the Benefits Administration Start Date
  • Identifying the Fields Activated with Benefits Administration

Setting Up Eligibility for Automated Benefits Programs

  • Defining Benefit Eligibility Rules
  • Setting Up Employee Eligibility Criteria
  • Using Configurable Parameters
  • Identifying Employee Eligibility Overrides

Setting Up Events for Automated Benefit Programs

  • Defining Events in Benefits Administration
  • Identifying Benefits Administration Actions
  • Identifying Event Classes
  • Defining Event Rules
  • Examining Default Methods
  • Setting Up Event Rules for Open Enrollment

Creating an Automated Benefit Program Table

  • Building an Automated Benefit Program
  • Defining Plan Type and Options for a Program
  • Defining Costs and Credits for a Program

Setting Up Health Plans

  • Defining Eligibility Based on Employees’ Geographic Location
  • Creating Eligibility Criteria at the Benefit Option Level
  • Defining Event Processing Rules for Health Plans
  • Controlling the Display of Plan Types and Options

Setting Up Life Insurance and Disability Plans

  • Setting Up Event Rules for Life Insurance and Disability Plans
  • Cloning an Event Rule

Defining Credits

  • Defining Flexible Credits
  • Identifying Earning Codes and Programs Used for Flexible Credits
  • Setting Up Program General Credits
  • Setting Up Plan Type General Credits
  • Setting Up Option-Based Credits
  • Reviewing Employee Additional Pay Data

Setting Up Savings Plans

  • Defining Savings Plan Event Rules

Setting Up Flexible Spending Accounts

  • Defining a Conbtribution Frequency and Annual Limits
  • Defining Event Rules for Flexible Spending Accounts

 

Setting Up Vacation Buy and Sell Plans

  • Setting Up Vacation Buy and Sell Deductions
  • Describing the Impact of Vacation Buy and Sell Plans on Leave Accrual Balances
  • Defining Earnings Codes for Vacation Buy and Sell
  • Viewing Employee Vacation Benefit Enrollment
  • Reviewing Eligibility Rules for Vacation Buy and Sell

Reviewing Employee Records in Benefits Administration

  • Reviewing the Benefits Administration Process
  • Defining a Default Benefit Program
  • Describing the Difference Between Base Benefits and Benefits Administration Enrollments
  • Reviewing Employees’ Benefits Elections

Preparing for Open Enrollment

  • Creating Pay Calendars
  • Reviewing the Base Benefits Audit Report
  • Defining Benefits Administration Processing Groups
  • Setting Up an Open Enrollment Definition
  • Creating Benefits Administration Processing Schedules

Examining the Benefits Administration Process

  • Identifying Process Statuses at Each Phase of the Benefits Administration Process
  • Identifying Benefits Administration Processing Records
  • Describing Each Phase of the Benefits Administration Process

Running Open Enrollment

  • Identifying Open Enrollment Steps
  • Defining the Run Control Options for the Benefits Administration Process
  • Producing Benefits Enrollment Statements, Reprocessing Open Enrollment, and Reprinting Statements
  • Viewing Benefits Processing Records for Employees
  • Performing Employee Election Entry
  • Printing Confirmation Statements
  • Finalizing Open Enrollment
  • Preparing for Next Year's Open Enrollment

Using Cross Plan Validation

  • Setting Up Cross Plan Validation in a Benefit Program
  • Creating Domestic Partner or Non-Qualified Dependent Benefit Plans

Preparing and Running the Event Maintenance Process

  • Reviewing Event Classes and Identifying Event Triggers
  • Defining Benefit Statuses and Actions
  • Defining Event Classes
  • Defining and Updating Event Rules
  • Triggering Events for Event Maintenance
  • Identifying Event Maintenance Process Phases
  • Validating Elections and Finalizing Event Maintenance
  • Processing On-Demand Event Maintenance

Running the Snapshot Process

  • Defining the Snapshot Event Class
  • Defining the Snapshot Event Rules
  • Defining the Snapshot Definition
  • Defining the Snapshot Schedule
  • Running the Snapshot Process

Coordinating Multiple Events and Benefits Administration Troubleshooting

  • Coordinating Event Maintenance and Open Enrollment
  • Coordingating Multiple Benefits Events
  • Troubleshooting Errors in Benefits Administration

Using eBenefits with Benefits Administration

  • Explaining eBenefits Functionality
  • Definig eBenefits Setup
  • Using eBenefits for Enrollment

Using Multiple Jobs with Benefits Administration

  • Defining Multiple Jobs
  • Setting Benefit Record Numbers for Employees
  • Specifying Multiple Job Processing Options
  • Setting Multiple Job Options for Eligibility Rules
  • Setting Multiple Job Options for Geographic Location
  • Reviewing Eligibility with Multiple Jobs
  • Calculating Benefits Deductions for Multiple Jobs
  • Reviewing Processing Results
PeopleSoft HCM Functional

 

PeopleSoft HCM Functional

  1. What is ERP
  2. Introduction to ERP(PeopleSoft)
  3. Functional Consultant role
  4. PeopleSoft Internet Architecture(PIA)
  5. Basic HRMS concepts
  6. Administer Workforce Business Process
  7. Base Benefits
  8. Benefits Administration
  9. Recruitment
  10. 10.  Time & labor
  11. 11.  Global Payroll
  12. 12.  NA Payroll
  13. 13.  Implementation Environment and standard procedures
  14. 14.  Quality Assurance Activities


PeopleSoft HRMS Technical
PEOPLESOFT ARCHITECTURE

  • Internet Architecture(PIA)
  • Database Architecture
  • Portal Architecture

APPLICATION DESIGNER

  • Application Designer Structure
  • Creating Field Definitions
  • Creating Record Definitions
  • Creating Page Definitions
  • Creating Component Definitions
  • Creating Menu Definitions
  • Registering a Component or iScript

APPLICATION ENGINE

  • Application Engine Overview
  • AE Program Elements
  • Understanding State Records
  • Understanding Temporary Table
  • Understanding Restart Concept
  • Understanding set processing
  • Debugging AE Program
  • Running of A.E (Different ways)

FILE LAYOUT & CI

  • Understanding File Layout
  • Component interface attributes
  • Testing Component interface
  • Exercise on File layout & CI

CONTENTS FOR PEOPLE CODE

  • Recurrence Definitions
  • People code Overview
  • Component Processor Flow
  • Data Types, Comments and Variables
  • Understanding Objects and Classes in People Code
  • Debugging
  • File Attachments
  • Methods and Built-In Functions
  • Accessing the Data Buffer
  • Referencing Data in the Component Buffer

PROCESS SCHEDULER

  • Run Control ID
  • Creating Run Control Page
  • SQR Introduction
  • Building your first SQR program
  • SQR columns, variables and literals
  • Predefined SQR variables
  • List Variables
  • Manipulating data elements
  • Arithmetic commands
  • The move command
  • String manipulation
  • The Let command
  • Built-in functions
  • File-related functions
  • Date functions
  • String functions
  • SQR page
  • How SQR processes the source program
  • Five sections of an SQR program
  • Program section
  • Setup section
  • Explicit and implicit printing
  • Heading section and Footing section
  • Procedure section
  • Loops and decision logic
  • Print command
  • Formatting your output
  • Break logic
  • Run-time and compile-time
  • Variables
  • Working with arrays
  • Multiple Reports

SQR

  • Generate Letters
  • Flat Files & Examples
  • Debugging Techniques
  • How to run an SQR program in different ways with suitable SQR architecture
  • Database support structured query language

PSQUERY
CRYSTAL REPORTS
PSN VISION

PeopleSoft System Administrator DBA
 

Describing the functions of PeopleSoft PeopleTools in PeopleSoft applications
* Describing PeopleTools in an implementation
* Describing how to find information about PeopleSoft PeopleTools in PeopleBooks
Describing PeopleSoft Architecture
* Describing the development of multi-tier processing
* Describing the PeopleSoft Pure Internet Architecture
* Describing how PeopleSoft uses databases
* Contrasting PeopleSoft servers
* Discussing PeopleSoft clients
* Designing a configuration for an application
Installing the PeopleSoft Environment
* Preparing for the installation of the PeopleSoft environment
* Describing PeopleSoft installation tools
* Building a PeopleTools installation
* Setting up installation workstations
* Testing an installation and planning for future changes
Installing PeopleSoft Databases
* Describing PeopleSoft databases
* Preparing for database installation
* Summarizing database creation steps
* Determining what databases to install
* Running the database configuration wizard
* Creating databases using Data Mover and other PeopleTools
* Performing post database installation testing
Installing Tuxedo and Jolt
* Explaining middleware
* Summarizing Tuxedo in the PeopleSoft system
* Installing Tuxedo
* Removing and upgrading Tuxedo
Creating and Configuring Application Server Domains
* Describing the elements of application server domains
* Explaining domain server processes and functions
* Using specialized domains
* Working with PS_HOME and PS_CFG_HOME
* Creating an initial domain configuration
* Automating domain startup and shutdown
* Testing a domain
* Configuring a search server domain
Administering Application Servers
* Troubleshooting common domain boot problems
* Administering the domain and viewing status
* Using PSADMIN to reconfigure a domain
* Setting individual process parameters
Administering the Web Server
* Describing common web server elements
* Explaining web server installation
* Locating and identifying web server files
* Interpreting various web server configuration files and determining web server behavior
Installing and Configuring PeopleSoft Internet Architecture
* Installing the PeopleSoft Internet Architecture
* Using the web server administrative console
* Configuring the browser connection
* Locating and modifying web server configuration files to change web server behavior
* Installing multiple PeopleSoft applications
* Using load balancing and fail-over features in PeopleSoft applications
Examining the Batch Environment
* Identifying batch components
* Describing batch process flow
* Determining batch server locations
Setting Up and Configuring the Batch Environment
* Creating batch servers
* Modifying batch server configuration settings
* Starting and stopping the Process Scheduler
* Creating a new Process Scheduler server definition
Configuring Report Distribution and Monitoring the Batch Environment
* Launching processes
* Using the Process Monitor
* Describing Report Manager
* Configuring the report purge process
* Describing automated report distribution
Managing and Troubleshooting an Implementation
* Summarizing PeopleSoft troubleshooting tools
* Examining PeopleSoft server log files
* Listing troubleshooting tools available after installation
Setting Up the Environment Management Framework
* Describing the Environment Management Framework (EMF) architecture
* Installing and configuring the Environment Management agent components
* Using the Environment Management clients with the EMF
Using PeopleSoft Performance Tools
* Describing Performance Monitor architecture
* Activating a self-monitoring Performance Monitor system
* Accessing Performance Monitor information
* Using PeopleSoft Ping (PSPING)
Tuning an Implementation
* Defining tuning layers
* Evaluating application server settings to improve performance
* Creating dedicated Integration Broker servers
* Tuning a batch environment
* Load balancing with the Master Scheduler
Installing and Configuring PeopleBooks
* Installing PeopleBooks
* Configuring access to PeopleBooks