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. 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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