Intro to PeopleSoft HR | Benefits Accelerated US Training Rel 9.1

Intro to PeopleSoft HR | Benefits Accelerated US Training Rel 9.1


Intro to PeopleSoft HR | Benefits Accelerated US Training Rel 9.1 Course hands-on

The first section of this Intro to PeopleSoft HR | Benefits Accelerated US Training Rel 9.1 course serves as a prerequisite for other PeopleSoft HRMS application classes and covers the central concepts behind PeopleSoft applications. The Human Resources portion of the Intro to PeopleSoft HR | Benefits Accelerated US Training Rel 9.1 course is designed to provide a solid foundation for implementing PeopleSoft Human Resources for an organization. The last section covers the activities and functions required to set-up and administer benefits through PeopleSoft Human Resources Base Benefits. The section also encompasses the structure and set-up of benefit plans, benefit programs and payroll deductions.

Intro to PeopleSoft HR | Benefits Accelerated US Training Rel 9.1Related Courses:

Duration: 4 days

Customize It:

With onsite Training, courses can be scheduled on a date that is convenient for you, and because they can be scheduled at your location, you don’t incur travel costs and students won’t be away from home. Onsite classes can also be tailored to meet your needs. You might shorten a 5-day class into a 3-day class, or combine portions of several related courses into a single course, or have the instructor vary the emphasis of topics depending on your staff’s and site’s requirements.

Audience / Target Group:

Application Developers
Business Analysts
End Users
Functional Implementer
Project Manager

What You Will Learn:

Access and search through the PeopleBook online help
Identify and setup the core human resource implementation tables
Create and hire workers through templates
Set up benefit health and welfare plans, savings and pension plans, and benefit programs
Enroll employees in benefit programs and add dependents and beneficiaries
Navigate through the PeopleSoft Internet Architecture (PIA)

Skills Gained:

Describing how the Process Scheduler operates
Describing the core PeopleSoft Human Resources business process
Explaining what reporting tools are available in PeopleSoft applications
Identifying the types of relational database
Add people in the PeopleSoft system
Define and administer data permission security through department security trees
Creating and using a group through Group Build
Set up core human resource foundation tables
Calculate benefit deduction amounts
Define and manage benefit plans and programs
Enroll employees, dependents, and beneficiaries in benefit plans
Set up flexible spending accounts
Set up health plans
Set up payroll deductions for benefit plans

Course Content:

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

Defining the Human Resources Business Process

Describing PeopleSoft Enterprise HRMS Products and HR Business Processes
Identifying the Core Human Resource Setup Tables and Table Setup Sequence
Describing Effective Dating and Action Types

Setting Up Core Foundation Tables Related to Installation Settings and Companies

Defining the Installation Table
Setting Up the Company Table
Defining Postal Code Information for Switzerland, Japan, and the Netherlands

Setting Up Core Foundation Tables Related to Business Units and TableSet Sharing

Defining SetIDs, Business Units, and TableSet Sharing
Establish User and Business Unit Defaults

Setting Up Core Foundation Tables Related to Establishments, Locations, and Departments

Setting Up the Establishment Table
Setting Up the Location Table
Setting Up the Department Table

(JPN) Setting Up Core Foundation Tables Related to Japanese Compensation

Setting Up Compensation Rate Code Data
Defining Japanese Education Level Tables
Determining Compensation Rate Code Defaults
Defining Worker Compensation
Setting Up the Salary Plan Tables
Defining Grade Advance Tables

Setting Up Core Foundation Tables Related to Jobs and Pay Groups

Setting Up the Job Code Table
Defining the Supervisor Level Table
Setting Up the Pay Group Tables

Administering Data Permission Security

Defining the Methods of Granting Data Permission Access
Administering Tree-Based Security
Refreshing Security Join Tables

Adding People in the PeopleSoft System

Explaining Organizational Relationships
Adding a Person in the PeopleSoft System
Adding a Job Instance for a Person
Defining Job Instances, Relationships, and Employment Record Numbers
(JPN) Reviewing Additional Appointment Information for Japan
(JPN) Managing Intercompany Transfers for Japan

Adding Workers Through Template-Based Hires (SmartHire)

Defining the SmartHire Process
Setting Up Hire Templates
Adding Workers Using a Hire Template
Managing the Status of a Template-Based Hire

Setting Up Payroll Deductions

Setting Up Payroll Deduction Codes for Benefit Plans
Determining Deduction Classifications
Specifying Deduction Tax Effects
Determining Settings for Specific Processing
Specifying the Frequency of Benefit Deductions

Setting Up Benefit Plans, Health Plans, and Benefit Programs

Identifying Health Plan Components
Adding a Plan Provider
Setting Up a Benefit Plan and a Health Plan
Defining Coverage Codes
Setting Up Benefit Rate Types
Establishing Rates for a Benefit Plan
Adding a Health Plan to a Benefit Program

Setting Up Life Insurance Plans

Identifying Life Insurance Plan Components
Defining a Life Insurance Plan
Defining Coverage Rates
Defining Calculation Rules
Adding a Life Insurance Plan to a Benefit Program

Setting Up Disability Plans

Identifying Disability Plan Components
Setting Up a Formula
Creating a Disability Plan
Establishing Coverage Rates Based on Length of Service
Adding a Disability Plan to a Benefit Program

Setting Up Savings Plans

Identifying Savings Plan Components
Defining a Savings Plan
Setting Up the Service Step Table
Setting Up Savings Plan Limits
Set Up Age 50 Catch-up Contributions
Adding a Savings Plan to a Benefit Program

Setting Up Leave Plans

Identifying Leave Plan Components
Defining a Leave Plan
Establishing Earnings Codes for Leave Categories
Adding a Leave Plan to a Benefit Program

Setting Up Flexible Spending Accounts

Identifying the Components of Flexible Spending Account (FSA) Plans
Defining FSA plans
Adding FSA Plans to a Benefit Program

Adding New Employees, Dependents, and Beneficiaries

Identifying the Pages Used to Hire an Employee
Viewing Job-related Information for an Employee
Setting Up Dependent and Beneficiary Data

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    Time Frame: 0-3 Months4-12 Months

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