WHAT YOU WILL LEARN In this course, you will learn how to perform the common implementation tasks, including setting up role and permission security, workflow, direct reports, and groups and group security, required for all PeopleSoft HCM self-service applications. In addition, you will learn the administrator and manager requirements for transactions in each PeopleSoft HCM Self-Service application: PeopleSoft eProfile and eProfile Manager Desktop; PeopleSoft ePay; PeopleSoft eBenefits; PeopleSoft eCompensation and eCompensation Manager Desktop; and PeopleSoft eDevelopment. Learn To: Set up, configure, and manage self-service transactions. Identify and apply administrator requirements. Define Talent Summary and Manager Desktop pagelets. Manage voluntary paycheck deductions and electronic year-end tax forms. Manage open enrollment benefits. Manage compensation cycles, define budget and salary increase allocation requests and related approval processes, and generate Total Rewards statements. Update and approve person and nonperson profiles. Benefits to You Ensure a smooth, rapid implementation of PeopleSoft HCM self-service applications. Better understand how to facilitate the management, planning, and reporting data available through the self-service applications.
Administrator Functional Implementer Project Manager Security Administrators Web Administrator
PREREQUISITES Suggested Prerequisites: Basic knowledge of core PeopleSoft HCM applications. Introduction to PeopleSoft for HCM Rel 9.2 Knowledge of and familiarity with PeopleSoft Text Catalog. Knowledge of and familiarity with PeopleSoft Workflow. PeopleSoft Human Resources Rel 9.2
METHODOLOGY This program will be conducted with interactive lectures, PowerPoint presentations, discussions and practical exercises
COURSE OBJECTIVES Upon completion of this program, participants should be able to: Describe the functions and key concepts of PeopleSoft self-service applications. Complete implementation tasks shared by all PeopleSoft HCM self-service applications. Set up PeopleSoft eProfile and eProfile Manager Desktop. Set up PeopleSoft ePay. Set up PeopleSoft eBenefits. Set up PeopleSoft eCompensation and eCompensation Manager Desktop. Set up PeopleSoft eDevelopment.
Set Up Common Implementation Tasks Learn about and set up the tables that support your HCM self-service applications. Identify how to define manager direct reports, workflow and security. Manage Self-Service Transactions Understand and set up the necessary tables to support each of the various HCM self-service transactions.
Module 6 Setting Up PeopleSoft eCompensation and eCompensation Manager Desktop
Module 1 - Business Process Overview
Describing Benefits of PeopleSoft HCM Self-Service Applications Describing Functions of PeopleSoft HCM SelfService Applications Describing Roles Supported by PeopleSoft HCM Self-Service Applications Describing Workflow in PeopleSoft HCM Self-Service Applications Describing Integrations with Other PeopleSoft Applications Describing Key Steps in the Implementation Process Describing Sources of Information About PeopleSoft HCM Self-Service Applications
Describing PeopleSoft eCompensation and eCompensation Manager Desktop Describing Integration with Other PeopleSoft Applications Describing PeopleSoft eCompensation Roles and Permission Lists Describing PeopleSoft eCompensation Manager Desktop Roles and Permissions Describing PeopleSoft eCompensation and eCompensation Manager Desktop Workflow Configuring PeopleSoft eCompensation and eCompensation Manager Desktop Transactions Configuring Compensation Cycles Define Total Rewards
Module 2 - Completing Common Self-Service Implementation Tasks
Module 7 - Setting Up PeopleSoft eDevelopment
Identifying Common Implementation Tasks Defining Installation Settings Setting Up Security Setting up PeopleSoft Workflow and Using PeopleSoft Approval Workflow Engine Setting Up Direct Reports Working with Related Actions Defining Groups and Group Security Managing Delegated Authority for PeopleSoft eProfile and eCompensation Manager Desktops
Describing Integrations with Other PeopleSoft Applications Describing PeopleSoft eDevelopment Roles and Permissions Describing PeopleSoft eDevelopment Workflow Describing PeopleSoft eDevelopment Transactions Managing Profiles
Module 3 - Setting Up PeopleSoft eProfile and eProfile Manager Desktop
Describing Integration with Other PeopleSoft Applications Identifying Permission Lists and Roles Describing PeopleSoft eProfile Transactions Describing eProfile Manager Desktop Transactions Configuring PeopleSoft eProfile and eProfile Manager Desktop Configuring Deshboard Pagelets Describing PeopleSoft eProfile and eProfile Manager Desktop Workflow
Describe PeopleSoft ePay Transactions Describe Integration With Other PeopleSoft Applications Setting Up PeopleSoft ePay Setting Up the Voluntary Deduction Transaction Setting Up the View Paycheck Transaction Setting Up Electronic Year-End Tax Forms Setting Up PeopleSoft ePay for PeopleSoft Global Payroll
Module 5 - Setting Up PeopleSoft eBenefits
Describing Integration with Other PeopleSoft Applications Describing PeopleSoft eBenefits Transactions Setting Up PeopleSoft eBenefits