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

Course Details
Tuition (USD):
$5,400.00 • Classroom (5 days)

This PeopleSoft HCM 9.2 training that goes through update image 15 is a three part training that combines the Introduction to PeopleSoft for HCM, Human Resources, and Base Benefits courses. The first section of this course serves as a prerequisite for other PeopleSoft HCM application classes and covers the central concepts behind PeopleSoft applications. The Human Resources portion of the course is designed to provide a solid foundation for implementing PeopleSoft Human Resources for an organization. The last section covers the activities and functions required to set-up and administer benefits through PeopleSoft Human Resources Base Benefits. This section also encompasses the structure and set-up of benefit plans, benefit programs and payroll deductions.

Learn To:

  • Navigate through the PeopleSoft Internet Architecture (PIA) and PeopleSoft Fluid User Interface.
  • Access and search through the online help.
  • Identify and setup the core Human Resources implementation tables.
  • Manage worker data manually and by using Position Management.
  • 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 in order to meet your organization’s business requirements.

Set Up Core HR Foundation Tables

Learn about and set up the core Human Resources foundation tables that support your workforce. After setting up these tables, you will learn about 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) benefit plans.

Manage Employee Data and Benefits

Hire workers into the system and manage personnel records and employment history through manual changes and Position Management. Utilize the Company Directory, using the PeopleSoft Fluid User Interface pages, 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 Affordable Care Act (ACA) eligibility, review eBenefits self service functionality, and examine imputed income calculations.

Skills Gained

  • Set up health plans
  • Set up payroll deductions for benefit plans
  • Describing the core PeopleSoft Human Resources business process
  • Explaining what reporting tools are available in PeopleSoft applications
  • 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
  • Identifying the types of relational databases
  • Add people in the PeopleSoft system
  • Define and administer data permission security
  • Set up spending and savings accounts
  • Set up core human resource foundation tables

Who Can Benefit

  • Application Developers
  • Business Analysts
  • End Users
  • Functional Implementer
  • Project Manager

Course Details

Navigating Through the PeopleSoft System

  • Describing Elements of Components
  • Retrieving Data Through Search Pages
  • Viewing and Updating Data Within a Record
  • Assigning and Organizing Favorites
  • Using PeopleBooks Online Help

Working with PeopleSoft Fluid User Interface and Dashboards

  • Describing PeopleSoft Fluid User Interface
  • Using Employee Self Service
  • Using Manager Self Service
  • Using the Company Directory in Fluid
  • Working with the Manager Dashboard
  • Working with the Talent Summary Dashboard

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

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 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
  • Setting Up the Health FSA Carryover
  • 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
Course Details
Tuition (USD):
$5,400.00 • Classroom (5 days)