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

  • Tuition USD $5,862 GSA  $4,624.69
  • Reviews star_rate star_rate star_rate star_rate star_half 508 Ratings
  • Course Code PPL-HR-BEN-ACC
  • Duration 5 days
  • Available Formats Classroom

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

Skills Gained

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

Who Can Benefit

  • Analyst
  • Developer
  • End User
  • Implementer
  • Manager

Course Details

Topics

  • Navigating Through the PeopleSoft System
  • Working with PeopleSoft Fluid User Interface and Dashboards
  • Understanding the System Structure
  • Working With Tables
  • Running Human Resources Processes and Reports
  • Defining the Human Resources Business Process
  • Setting Up Installation Settings and Companies
  • Setting Up Business Units and TableSet Sharing
  • Setting Up Establishments, Locations, and Departments
  • Setting Up Compensation
  • Setting Up Jobs and Pay Groups
  • Administering Data Permission Security
  • Adding and Maintaining People in the PeopleSoft System
  • Managing Positions
  • Setting Up Payroll Deductions
  • Setting Up Benefit Plans, Health Plans, and Benefit Programs
  • Setting Up Life Insurance Plans
  • Setting Up Disability Plans
  • Setting Up Pension Plans
  • Setting Up Leave Plans
  • Setting Up Spending and Savings Accounts
  • Adding New Employees, Dependents, and Beneficiaries and Enrolling Employees into Benefit Plans
  • 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

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 Pension Plans

  • Identifying Pension Plan Components
  • Setting Up Pension Plans
  • Adding a Pension 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 Account Plans
  • Creating and Defining FSA plans
  • 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

Setting Up Spending and Savings Accounts

  • Identifying the Components of Flexible Spending Account Plans
  • Creating and Defining FSA plans
  • 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

How do I enroll?

A comprehensive listing of ExitCertified courses can be found here. You can register directly for the required course/location when you select "register". If you have any questions or prefer to speak with an ExitCertified education consultant directly, please submit your query here. A representative will contact you shortly.

How do I pay for a class?

You can pay at the time of registration using credit card (Mastercard/Visa/American Express) cheque or PO.

What if I have training credits?

ExitCertified honors all savings programs from the partners we work with. ExitCertified also offers training credits across multiple partners through our FLEX Account.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Lunchtime?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

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The Course material and lab infrastructure and the overall Experience is very good.

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  • Sep 21, 2020 Sep 25, 2020 (5 days)
    Location
    Toronto, DC
    Language
    English
    Time
    08:30 AM 18:00 PM EST
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