Peoplesoft Functional Online Training

Table of Contents

Introduction to People Soft

  • Objective and HR Functionality
  • History of the People soft
  • HCM Process flow and integrations
  • Basic Key Terms and definitions
  • Recall Session

Employee Self Service Module

  • Personal Information Update/Modify/Delete

(1.1 Email Update, 1.2 Phone Update 1.3 Blood Groups,                                                          1.4 Dependent Info 1.5 Language & Passport Detail Etc)

  • Learning Development
  • Performance Management
  • Compensation – Bank info update
  • Benefits
  • Recall Session

Manager Self Service Module

  • Associate Job &Personal Information

(1.View Employee Personal Info 2.Request/Approve Reporting Change                                              3.View Reporting change Status 4.Transfer Employee

  1. Approve Transfer Employee      6. View Transfer Status   7.Promote Employee               8.Approve Promotion)
  • Learning Development

(1.Training Summary    2. Request Training Enrollment 3.Approve Training Request   4.View Training Request Status 5.Approve Competency)

  • Performance Management

(1.Performance Document – Create/Current /History/Admin task                                              2.Admin Task -Transfer/Delete/Cancel document   3.Approve Document                     4.View Approval Status   5.Maintain Performance Notes)

  • Recall Session

Core HR Module

  • Terminology

(1. Business Unit 2. Set ID 3.Company Table 4.Establishment Table         5.Location Table 6.Department Table)

  • Foundation & Transaction Table

(1.Foundation – Eg: Job code, Department, Location                                                                    2. Transaction – Eg: Personal Data, Job Data)

  • Prompt Table & Translate Values

(1. Prompt – Eg: Department, Job code                                                      2. Translate Values – Eg: Job data)

  • Compensation Table

(1. Salary Plan/Grade/Step 2.Comp Rate Codes)

  • JOB Table

(1.Job Code 2.Job Family 3. Job Profile 4. Job Function)

Recall Session

Position Management Module

  • Create / Copy and View the Position
  • View Position Data Summary
  • View Position Vacant Budget
  • Hiring a person to Position
  • Recall Session

Administer Workforce Management

  • HR Transactions from Hire to Exit

(1. Hire/Transfer/Promotion/ Termination etc

  1. Global Assignment)
  • Separations (Or) Self Service Transactions

(1.To Approve/Deny Name Change request   & Marital Status

  1. To Transfer Performance Document
  2. Exit Interview)
  • Associate Personal/Job Info

(1.Modify a Person

  1. Person Organizational Summary
  2. Additional Names
  3. Person Checklist
  4. To View Employee Job Summary
  5. Add Emp Instance , CWR , POI and Maintain POI)
  • Recall Session

E-Performance Management Module

  • Performance Doc Creation by Employee
  • Performance Doc Creation by Manager
  • Performance Evaluation by Employee
  • Performance Evaluation by Manager
  • HR Performance document Creation
  • HR Performance Admin Task and Others

(1.Performance Document – Create/Current /History/Admin stack                                              2.Admin Task -Transfer/Delete/Cancel document   3.Approve Document                     4.View Approval Status   5.Maintain Performance Notes)

  • Recall Session

Enterprise Absence Management

  • Employee Apply/Cancel/Comp Off Leave
  • Manager Apply /Cancel / Comp Off Leave/ Leave Balance
  • HR Leave Management
  • Time Sheet Submission
  • Recall Session

Base Benefits Module

  • Overview of Base Benefits
  • Base benefits Versus Benefits Administration
  • Plan Type and Benefit Plans
  • Benefit Program
  • Employee Benefits data
  • Assigning Employee Benefits
  • Review Employee Benefits
  • Dependent Beneficiary benefits data
  • Recall Session

PeopleSoft Security

  • User Profiles
  • Permission lists
  • User Roles
  • Recall Session

PS HCM Tester Role Practice

  • Functional Practice – Written Test
  • Interview Mockup – Practice
  • Assignment Submission
Quick Entry