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Peoplesoft 8.8 Application Fundamentals for HRMS Peoplebook

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Peoplesoft 8.8 Application Fundamentals for HRMS Peoplebook PeopleSoft 8.8 Application Fundamentals for HRMS PeopleBook December 2002 PeopleSoft 8.8 Application Fundamentals for HRMS PeopleBook SKU HRMS88HAF-B 1202 PeopleBooks Contributors: Teams from PeopleSoft Product Documentation and Development. Copyright 1988-2002 PeopleSoft, Inc. All rights reserved. Printed in the United States. All material contained in this documentation is proprietary and confidential to PeopleSoft, Inc. ("PeopleSoft"), protected by copyright laws and subject to the nondisclosure provisions of the applicable PeopleSoft agreement. No part of this documentation may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, including, but not limited to, electronic, graphic, mechanical, photocopying, recording, or otherwise without the prior written permission of PeopleSoft. This documentation is subject to change without notice, and PeopleSoft does not warrant that the material contained in this documentation is free of errors. Any errors found in this document should be reported to PeopleSoft in writing. The copyrighted software that accompanies this document is licensed for use only in strict accordance with the applicable license agreement which should be read carefully as it governs the terms of use of the software and this document, including the disclosure thereof. PeopleSoft, PeopleTools, PS/nVision, PeopleCode, PeopleBooks, PeopleTalk, and Vantive are registered trademarks, and Pure Internet Architecture, Intelligent Context Manager, and The Real-Time Enterprise are trademarks of PeopleSoft, Inc. All other company and product names may be trademarks of their respective owners. The information contained herein is subject to change without notice. Open Source Disclosure This product includes software developed by the Apache Software Foundation (http://www.apache.org/). Copyright (c) 1999-2000 The Apache Software Foundation. All rights reserved. THIS SOFTWARE IS PROVIDED “AS IS’’ AND ANY EXPRESSED OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE APACHE SOFTWARE FOUNDATION OR ITS CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. PeopleSoft takes no responsibility for its use or distribution of any open source or shareware software or documentation and disclaims any and all liability or damages resulting from use of said software or documentation. Contents General Preface About This PeopleBook ............................................................................. ......xxiii PeopleSoft Application Prerequisites ....................................................................... .......xxiii PeopleSoft Application Fundamentals .............................................................................xxiii Related Documentation ....................................................................................... ......xxiv Obtaining Documentation Updates ............................................................................xxiv Ordering Printed Documentation ..............................................................................xxiv Typographical Conventions and Visual Cues............................................................... .......xxv Typographical Conventions ......................................................................................xxv Visual Cues .......................................................................................................xxvi Comments and Suggestions ................................................................................. ......xxvii Common Elements in These PeopleBooks ................................................................ ......xxvii Preface PeopleSoft Application Fundamentals for HRMS Preface................................... ......xxix PeopleSoft Application Fundamentals....................................................................... ......xxix PeopleBook Structure.......................................................................................... ......xxix PeopleBooks Standard Page Element Definitions...........................................................xxxi PeopleBook Standard Group Boxes......................................................................... .....xxxiv Entering Name Information.....................................................................................xxxiv Entering or Viewing Pay Components.........................................................................xxxv Chapter 1 Getting Started With PeopleSoft HRMS....................................................................1 PeopleSoft HRMS Integrations.........................................................................................1 PeopleSoft HRMS Implementation.....................................................................................1 Setting Up PeopleSoft HRMS Fundamental Tables..............................................................1 Setting Up PeopleSoft HRMS Fundamental Country-Specific Tables.........................................3 Chapter 2 Using PeopleSoft HRMS.......................................................................................5 Understanding PeopleSoft HRMS .....................................................................................5 Setting Up Business Unit and SetID Functionality ...............................................................5 PeopleSoft Proprietary and Confidential iii Contents Understanding Effective Dates .....................................................................................5 Driving Your System by Employee or Position ...................................................................6 Chapter 3 Understanding PeopleSoft HRMS System Data Regulation..........................................9 Understanding HRMS System Data Regulation .....................................................................9 Before You Begin .............................................................................................. ........10 Determining Your Business Unit Structure ................................................................. ........11 Defining a Business Unit ..........................................................................................11 Deciding on a PeopleSoft HRMS Business Unit Structure ............................................... ........14 Establishing Business Units - Points to Consider ..............................................................14 Why Implement Multiple Business Units? ......................................................................14 Questions to Ask Before You Implement .......................................................................15 Understanding TableSets ..................................................................................... ........15 Understanding the Relationship Between SetIDs and TableSets ...........................................16 Exploring the Purpose of TableSets .............................................................................17 How TableSet Sharing Affects Control Tables .................................................................17 Business Units and TableSet Sharing ....................................................................... ........24 Implementing TableSet Sharing .............................................................................. ........24 Linking System Defaults to Business Units ................................................................ ........25 Why Define Business Unit HR Defaults? .......................................................................25 Understanding How the System Determines Default Values ............................................ ........26 Human Resources Tables Affected by TableSet Sharing ................................................. ........27 Understanding How Business Units Affect Job Records ................................................. ........28 Chapter 4 Understanding Regulatory Regions in PeopleSoft HRMS................................... ........29 Understanding Regulatory Regions ......................................................................... ........29 Understanding Regulatory Region Table Relationships .................................................. ........30 Establishing Regulatory Regions ............................................................................ ........30 Establishing Regulatory Regions ................................................................................31 Associating a Regulatory Region With a Transaction ..................................................... ........31 Maintaining Regulatory Regions .................................................................................32 Summary: Using Regulatory Region for Transaction Processing ...........................................33 How the System Establishes Default Regulatory Regions ...................................................33 Impact on PeopleCode Transaction Processing ...............................................................34
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