PeopleSoft HRMS Reporting

Contents......Page 6
Series Foreword......Page 20
 UNDERSTANDING THE BASICS: PEOPLETOOLS VS. THE APPLICATION......Page 24
  Application Designer......Page 26
 THINKING VANILLA......Page 28
 REALIZING THE TRUE SAVINGS OF A PEOPLESOFT IMPLEMENTATION......Page 29
Preface......Page 32
Acknowledgments......Page 34
Part 1 PeopleSoft Basics......Page 36
 1 PeopleSoft HRMS: The Basics......Page 38
  AN INTRODUCTION TO THE PEOPLESOFT HRMS DATABASE......Page 39
  TYPES OF TABLES......Page 40
  THE CORE BASE TABLES......Page 43
  USING THE APPLICATION DESIGNER TO FIND TABLE DEFINITIONS......Page 44
  PEOPLESOFT PROCESSES......Page 50
  DISSECTING A PEOPLESOFT TABLE......Page 52
  PEOPLESOFT HRMS BASICS: A REVIEW......Page 56
  THE EFFECTIVE DATE DEFINED......Page 58
  CONSIDERING THE DESIRED RESULTS WHEN USING EFFECTIVE DATES......Page 60
  THE BASIC EFFECTIVE-DATE SUB-QUERY......Page 61
  USING AN AS-OF DATE TO EXCLUDE FUTURE ROWS......Page 63
  USING ADDITIONAL CRITERIA WITH A SUB-QUERY......Page 64
 3 Understanding Control Tables......Page 68
  STRUCTURE OF A CONTROL TABLE......Page 69
  ADDING A CONTROL TABLE TO A QUERY......Page 70
  USING EFFECTIVE STATUS......Page 72
  MERGING EFFECTIVE DATED DATA ACROSS TABLES (POINT-IN-TIME QUERIES)......Page 74
  FINDING TRANSLATE VALUES......Page 77
  REPORTING TABLES—AN OVERVIEW......Page 80
  THE EMPLOYEES TABLE......Page 83
  THE BENEFITS TABLES......Page 85
  USING THE BENEFITS TABLES TOGETHER: PS_BENEFTTS_DATA......Page 87
  VIEWS......Page 89
  THE PEOPLESOFT BUSINESS UNIT......Page 94
  USING BUSINESS UNITS WITH SETlDS......Page 96
Part 2 Human Resources......Page 102
 6 Personal Information......Page 104
  PERSONAL DATA......Page 105
  UNDERSTANDING EFFECTIVE-DATED PERSONAL DATA......Page 114
  USING SOCIAL SECURITY NUMBERS IN PEOPLESOFT......Page 120
 7 The Job Table......Page 124
  IDENTIFYING JOBS ON PS_JOB......Page 125
  STORING HISTORY: EFFECTIVE SEQUENCE......Page 126
  ACTIONS AND ACTION REASONS......Page 129
  OVERLAPPING CHANGES......Page 133
  LINKING EMPLOYEES TO COMMON DATA......Page 135
  HUMAN RESOURCES SETTINGS......Page 136
  PAYROLL SETTINGS......Page 137
  BENEFITS SETTINGS......Page 139
  THE EMPLOYEE STATUS FIELD......Page 142
  THE STATUS DATE......Page 145
  THE LONG-TERM DISABILITY ISSUE......Page 150
  SIMPLIFYING JOB TABLE DATA WITH A MODIFICATION......Page 156
 9 Compensation History......Page 158
  DETERMINING THE RATE......Page 159
  DETECTING CHANGES IN PAY......Page 160
  THE JOBCODE TABLE......Page 162
  POSITION MANAGEMENT......Page 166
  UNDERSTANDING THE USE OF DEPARTMENTS......Page 170
  THE DEPARTMENT TABLE......Page 172
  THE DEPARTMENT TREE......Page 176
  STORING DEPARTMENT TREE HISTORY......Page 184
  THE EMPLOYMENT TABLE......Page 186
  MULTIPLE SETS OF EMPLOYMENT DATA......Page 187
  DATES OF EMPLOYMENT......Page 188
  POSITION MANAGEMENT FIELDS......Page 191
  PAYROLL SETTINGS......Page 192
  BENEFITS ADMINISTRATION FLAG......Page 193
  COMPETENCIES VS. ACCOMPLISHMENTS......Page 194
  ACCOMPLISHMENTS......Page 195
Part 3 Payroll......Page 200
  PAYROLL TABLES......Page 202
  LOOKING AT A SPECIFIC PAYROLL RUN......Page 203
  GENERAL LEDGER......Page 213
  THE PAYROLL PROCESS......Page 214
  BATCH PROCESSING PAYROLL DATA......Page 221
  ACCUMULATORS AND BUCKETS......Page 223
  HOW DO CHECKS GET CREATED?......Page 226
  THE PAYCHECK TABLE......Page 227
  DIFFERENT KINDS OF PAYCHECKS......Page 233
  DEFINING EARNINGS......Page 238
  RETRIEVING EARNINGS FOR AN EMPLOYEE......Page 246
  FEEDING PEOPLESOFT......Page 256
  GETTING TO KNOW DEDUCTIONS......Page 258
  ENROLLING EMPLOYEES IN DEDUCTIONS......Page 264
  RETRIEVING DEDUCTIONS......Page 269
 18 Taxes......Page 272
  TAX LOCATIONS......Page 273
  DEFINING A TAX......Page 274
  EMPLOYEE TAX ELECTIONS......Page 279
  RETRIEVING TAXES......Page 282
  SETTING UP GARNISHMENTS......Page 286
  RETRIEVING GARNISHMENTS......Page 291
  AN ACCOUNTS PAYABLE INTERFACE......Page 293
  THE W-2 DESIGN......Page 294
  USING W-2 TABLES......Page 298
Part 4 Benefits......Page 300
  AN INTRODUCTION TO BENEFITS......Page 302
  BASIC BENEFITS TERMINOLOGY AND SETUP......Page 305
  BENEFITS CONTROL TABLES......Page 315
  THE BENEFITS ADMINISTRATION PROCESS......Page 329
  TRACKING PEOPLESOFT BENEFITS......Page 332
  HEALTH ENROLLMENTS......Page 334
  DETERMINING THE CURRENT ENROLLMENTS......Page 338
  LOCATING A 'TERMINATION'......Page 345
  LIFE PLANS......Page 347
  HOW ARE DEPENDENTS AND BENEFICIARIES STORED?......Page 352
  LOCATING ALL DEPENDENTS FOR A PARTICIPANT......Page 353
  DETERMINING DEPENDENT COVERAGE......Page 356
  RATE TABLES......Page 364
  CALCULATION RULES......Page 366
  LOOKING UP A RATE......Page 367
Part 5 Query and SQR Tools......Page 370
 25 PeopleSoft Query......Page 372
  QUERY BASICS......Page 374
  ADVANCED QUERY TOPICS......Page 382
  OTHER REFERENCES......Page 396
  WHY SQR?......Page 398
  TYPES OF SQRS......Page 399
  BASIC SQR NESTED QUERY......Page 403
  UNDERSTANDING DELIVERED SQR PROGRAMS......Page 406
  CUSTOMIZATION......Page 413
  DEBUGGING SQR PROGRAMS......Page 417
  ADVANCED SQR FEATURES......Page 418
 A.1 EMPLOYEES......Page 422
  A.1.1 Missing Fields......Page 427
 A.2 BENEFITS_DATA......Page 428
Appendix B: PeopleSoft Query Performance/Fast Security......Page 432
  B.1.2 Why Queries Take So Long......Page 433
 B.2 THE FAST SECURITY SOLUTION......Page 437
  B.2.1 PeopleCode Modifications......Page 438
Appendix C: Delivered SQR Common Modules......Page 440
 B......Page 454
 C......Page 455
 E......Page 456
 G......Page 457
 L......Page 458
 P......Page 459
 Q......Page 460
 S......Page 461
 U......Page 462
 Z......Page 463