Intro to PeopleSoft/HR/Benefits Accelerated - US Rel 9

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Intro to PeopleSoft/HR/Benefits Accelerated - US Rel 9.2

Duration: 5 Days

What you will learn
This Intro to PeopleSoft/HR/Benefits Accelerated - US Rel 9.2 training serves as a prerequisite for other PeopleSoft
HRMS application classes and covers the central concepts behind PeopleSoft applications. The Human Resources
portion of the course is designed to help you build a solid foundation for implementing PeopleSoft Human Resources for
an organization.

Learn To:

Navigate through the PeopleSoft Internet Architecture (PIA).
Access and search through the online help.
Identify and set up the core human resource implementation tables.
Manage worker data manually, using Position Management, or manage this data through Smart HR 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.

Benefits to You

Better understand the central concepts of PeopleSoft and how these concepts and technologies are implemented in
HCM. Become familiar with PeopleSoft features and functionality that are used in HCM. Help users realize both the
capabilities and enhanced usability of HCM applications and improve the productivity of your organization. Ensure a
smooth, rapid implementation of PeopleSoft Workforce Administration. Better understand the foundation and
configuration options of the PeopleSoft Base Benefits applications to meet your organization’s business requirements.

Set Up Core HR Foundation Tables

Enrolling in this course will also help you learn about and set up the core Human Resources foundation tables that
support your workforce. After setting up these tables, you will explore data permission security and how to access or
restrict worker data.

Set Up Manual Benefit Plans and Programs

Examine and implement health (medical, dental, vision), life (group life, supplemental life, dependent life), disability
(LTD, STD), savings (401k, profit sharing), leave (vacation, sick, personal) and flexible and health spending accounts
(FSA, HSA) benefits plans.

Manage Employee Data and Benefits

Expert Oracle University instructors will also teach you how to hire workers into the system and manage personnel

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records and employment history through manual changes, Smart HR templates and Position Management. Utilize the
Org Chart Viewer and manager dashboards to view and update employee data. Perform activities where you enroll
employees in benefit plans, set up dependent and beneficiary data, calculate benefit deduction amounts and create and
retrieve historical benefit data. You will also create and track HIPAA certificates, review eBenefits self service
functionality, examine imputed income calculations and define QMCSO requirements.

Live Virtual Class Format

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any
time. Registered students must view the class from the country listed in the registration form. Unauthorized recording,
copying, or transmission of LVC content may not be made.

Audience Page 2
Application Developers
Business Analysts
End Users
Functional Implementer
Project Manager

Course Objectives
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
Describing how the Process Scheduler operates
Define and manage benefit plans and programs
Enroll employees, dependents, and beneficiaries in benefit plans
Set up spending and savings accounts
Set up health plans

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Set up payroll deductions for benefit plans Page 3

Course Topics

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 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

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Setting Up Establishments, Locations, and Departments Page 4
Setting Up the Establishment Table
Setting Up the Location Table
Setting Up the Department Table

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

Setting Up 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

Managing Worker Data Through Smart HR Templates and Transactions
Defining the Smart HR Templates and Transactions Process
Setting Up Smart HR Templates
Managing Worker Transactions Using Smart HR Templates
Managing and Manainge the Status of Smart HR Transactions

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

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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
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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