Intro to PeopleSoft HR | Benefits Accelerated – US Training Rel 9.2

Intro to PeopleSoft HR | Benefits Accelerated - US Training Rel 9.2


Intro to PeopleSoft HR | Benefits Accelerated - US Training Rel 9.2 course hands-on

This Intro to PeopleSoft HR | Benefits Accelerated - US Training Rel 9.2 that goes through update image 15 is a three part training that combines the Introduction to PeopleSoft for HCM, Human Resources, and Base Benefits courses. The first section of this Intro to PeopleSoft HR | Benefits Accelerated - US Training Rel 9.2 course serves as a prerequisite for other PeopleSoft HCM application classes and covers the central concepts behind PeopleSoft applications. The Human Resources portion of the 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. This 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 9.2Related Courses:

Duration: 5 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:

Navigate through the PeopleSoft Internet Architecture (PIA) and PeopleSoft Fluid User Interface.
Access and search through the online help.
Identify and setup the core Human Resources implementation tables.
Manage worker data manually and by using Position Management.
Set up benefit health and welfare plans, savings and pension plans, and benefit programs.
Enroll employees in benefit programs and add dependents and beneficiaries.

Skills Gained:

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

Course Content:

Navigating Through the PeopleSoft System

Describing Elements of Components
Retrieving Data Through Search Pages
Viewing and Updating Data Within a Record
Assigning and Organizing Favorites
Using PeopleBooks Online Help

Working with PeopleSoft Fluid User Interface and Dashboards

Describing PeopleSoft Fluid User Interface
Using Employee Self Service
Using Manager Self Service
Using the Company Directory in Fluid
Working with the Manager Dashboard
Working with the Talent Summary Dashboard

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

Running Human Resources Processes and Reports

Processing and Viewing a Human Resources Report

Defining the Human Resources Business Process

Describing PeopleSoft Enterprise HCM Products and HR Business Processes
Identifying the Core Human Resource Setup Tables and Table Setup Sequence

Setting Up 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 Business Units and TableSet Sharing

Defining Set IDs, Business Units, and TableSet Sharing
Establish User and Business Unit Defaults

Setting Up Establishments, Locations, and Departments

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

Setting Up Compensation

Setting Up Compensation Rate Code Data
Determining Compensation Rate Code Defaults
Defining Worker Compensation
Setting Up the Salary Plan Tables

Setting Up Jobs and Pay Groups

Setting Up the Job Code Table
Setting Up the Pay Group Tables

Administering Data Permission Security

Defining the Methods of Granting Data Permission Access
Refreshing Security Join Tables

Adding and Maintaining 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
Maintaining Historical Information for Your Workforce
Managing Personal Data and Job Data
Creating Action Reason Codes
Entering Termination and Last Date Worked Information

Managing Positions

Implementing Manage Positions
Setting Up Position Data
Hiring and Reassigning Workers into Positions
Maintaining Position and Employee Data

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 Spending and Savings Accounts

Identifying the Components of Flexible Spending and Health Savings Account Plans
Creating and Defining FSA and HSA plans
Setting Up the Health FSA Carryover
Adding FSA Plans to a Benefit Program

Adding New Employees, Dependents, and Beneficiaries and Enrolling Employees into Benefit Plans

Identifying the Pages Used to Hire an Employee
Viewing Job-Related Information for an Employee
Setting Up Dependent and Beneficiary Data
Assigning Employees to Benefits Programs
Enrolling Employees in Benefits Plans
Viewing Employee Benefit Enrollments
Overriding Deduction Information

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Time Frame: 0-3 Months4-12 Months

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