PeopleSoft HRMS Reporting

Adam Bromwich is a consultant with PriceWaterhouseCoopers specializing in PeopleSoft implementations.

I. PEOPLESOFT BASICS.

1. PeopleSoft HRMS: The Basics.


An Introduction to the PeopleSoft HRMS Database. Types of Tables. Base Table (i.e.,PS_PERSONAL_DATA, PS_JOB). Control Table (i.e.,PS_EARNINGS_TBL). Views (i.e.,PS_BENEFITS_VW). Reporting Tables (i.e.,PS_EMPLOYEES). Application Tables (i.e.,PSTREENODE). The Non-Table: Sub-Records. The Core Base Tables. Using the Application Designer To Find Table Definitions. Querying Tables. Cross-Referencing Fields. Cross-Referencing Panels and Tables. Looking for Comments. Searching the Code. PeopleSoft Processes. Dissecting a PeopleSoft Table. Identifying the Elements: A Look at a Table. PeopleSoft HRMS Basics: A Review.

2. Effective Dating.


The Effective Date Defined. Considering the Desired Results when Using Effective Dates. The Basic Effective-Date Sub-Query. Using an As-Of Date To Exclude Future Rows. Using Additional Criteria with A Sub-Query.

3. Understanding Control Tables.


Structure of a Control Table. Adding a Control Table to A Query. Using Effective Status. Merging Effective Dated Data across Tables (Point-in-Time Queries). Finding Translate Values.

4. Reporting Tables—An Overview.


Reporting Tables—An Overview. The Employees Table (PS_EMPLOYEES). The Benefits Plan Data Table (PS_BEN_PLAN_DATA). The Benefits Personal Data Table (PS_BEN_PER_DATA). The Employees Table. Improving the PS_EMPLOYEES Table. The Benefits Tables. Looking at PS_BEN_PLAN_DATA. Using the Benefits Tables Together: PS_BENEFITS_DATA. Enrollment Date. Views. Keeping a Level Head: Positives and Negatives. Views You Can Use.

5. System-Wide Key Structure.


The PeopleSoft Business Unit. Using Business Units with SetIDs. The Set ID. Relational Requirements. Determining the Appropriate SetID in a Query.

II. HUMAN RESOURCES.

6. Personal Information.


Personal Data. Identifying Employees: The Employee ID. The PeopleSoft Name Format. The Resident Address and Phone. Non-Employees on PS_PERSONAL_DATA. Original Hire Date. Birth Information. Education Status. Referrals. Citizenship Status. Strange, but Important Fields. Personal Data for Other Countries. Understanding Effective-Dated Personal Data. Name Differences. Using Social Security Numbers In PeopleSoft. The NID Table and Identifiers. National IDs. Querying the National ID.

7. The Job Table.


Identifying Jobs on PS_JOB. Storing History: Effective Sequence. When Did It Happen? Tracking Actions. Actions and Action Reasons. Overlapping Changes. Job Table Flags. Linking Employees to Common Data. Entry Dates. Human Resources Settings. Payroll Settings. Company and Paygroup. Tracking Hourly Employees and FTE. Other Payroll Identifiers. Compensation. Benefits Settings. Benefits Status. Benefits Base Rate. Custom Fields. FLSA Status.

8. Status.


The Employee Status Field. The Status Date. Finding the Date of the First Action. The Long-Term Disability Issue. Using Two Job Table Rows. Simplifying Job Table Data with a Modification.

9. Compensation History.


Determining the Rate. Detecting Changes in Pay.

10. Position/Job History.


The Jobcode Table. Major Fields on the JobCode Table. JobCode History. Position Management. Position Tables and the Job Table.

11. Corporate Hierarchy.


Understanding the Use of Departments. The Department Table. Basic Department Settings. Manager ID. General Ledger Account Number. The Department Tree. Behind the Scenes. Queries That Use the Tree. PeopleSoft Query Method. Tree Navigation Alternative. Storing Department Tree History.

12. Employment Information.


The Employment Table. Multiple Sets of Employment Data. Multiple Benefits Selections. Employees on Global Assignments. Dates of Employment. Hire/Rehire Date. Length of Service. Expected Return from Leave of Absence. Using Termination Date and Last Day Worked. Pay Increases. Probation Date. Position Management Fields. Business Title. Reports-To Position Number. Supervisor ID. Phone Subrecord. Payroll Settings. Deductions and Deduction Subsets. Paycheck Distribution. Paycheck Name. Payroll System. Benefits Administration Flag.

13. Background Information.


Competencies vs Accomplishments. Accomplishments. Accomplishment Values. Identifying an Accomplishment. Employee Accomplishments. Linking Accomplishments by Category.

III. PAYROLL.

14. Working with Payroll Data.


Payroll Tables. Looking at a Specific Payroll Run. Using the Paycheck Table with Payroll Queries. Payroll Keys. The Current Payroll. Pay Run ID. Payroll Dates. Multiple Jobs. Taking Deductions. General Ledger. The Payroll Process. 1. Paysheets. 2. Payroll Calculation. 3. Payroll Confirmation. Error Resolution. Identifying Payroll Process Achievements. Batch Processing Payroll Data. Associating Batch Requirements with Payroll Dates. Accumulators and Buckets.

15. The Paycheck.


How Do Checks Get Created? The Paycheck Table. The Rest of the Payroll Keys. Alternate Keys for Finding a Check. Delivering Paychecks. Paycheck Accounting. How Much Did I Get? Different Kinds of Paychecks. Adjustments. Reprints. Online Check. Manual Check. Final Checks.

16. Earnings.


Defining Earnings. Earn Codes. Defining an Earning: The Earnings Table. Retrieving Earnings for an Employee. The Pay Earnings Table. Feeding PeopleSoft.

17. Deductions.


Getting to Know Deductions. Deduction Code and Class. Defining a Deduction: The Deduction Table. Enrolling Employees in Deductions. The General Deduction Tables. Verifying Eligibility. Retrieving Deductions. The Pay Deduction Table. The Query.

18. Taxes.


Tax Locations. State and Locality. The Other States. Tax Location Code. Defining a Tax. Tax Class. Local Taxes. State and Federal Taxes. Tax Type/ Rates. Employee Tax Elections. Special Withholding/Allowances. FICA and EIC. W-2 Settings. State Settings. Local Settings. Retrieving Taxes. The Pay Tax Table.

19. Garnishments.


Setting Up Garnishments. Employee Garnishment Specifications. Retrieving Garnishments. The Pay Garnish Table. An Accounts Payable Interface.

20. Year-End Processing: The W-2.


The W-2 Design. W-2 Parameters. Auditing Data Using Delivered Reports. Limitations and Multiple W-2s. Using W-2 Tables.

IV. BENEFITS.

21. Navigating Benefits.


An Introduction to Benefits. Understanding Benefits Administration. Basic Benefits Terminology and Setup. Benefit Plans and Plan Type. Benefits Programs. Defining a Benefit Program. Defining Plan and Plan Type Settings for a Program. Linking Plans with a Program Using Options. Specifying Benefit Plan Settings. Special Plan Type Rows. Retrieving Common Benefit Plan Characteristics. Benefit Program Costs. Benefits Control Tables. Base Benefits Control Tables. Benefits Administration Control Tables. A Control Table Summary: Looking at Benefits ID Fields. The Benefits Administration Process. BAS Activity/ Manual Entry. On-Demand Event Maintenance. Tracking PeopleSoft Benefits. Benefits Interfaces. Benefits Reports.

22. Health and Life Plan Elections.


Health Enrollments. Elections. Dates. Determining the Current Enrollments. Finding the Most Recent Transaction Date. Finding the Enrollment Date. Locating a 'Termination'. Life Plans. Determining Coverage Amounts. Coverage Groups.

23. Dependents and Beneficiaries.


How Are Dependents and Beneficiaries Stored? Locating All Dependents for a Participant. Using Dependent/Beneficiary Type. Specifying relationships. The National ID. Determining Dependent Coverage. Dependent Enrollment Date.

24. Rates.


Rate Tables. Age. Service. Salary. Flat Rate. Service Steps. Calculation Rules. Looking Up a Rate.

V. QUERY AND SQR TOOLS.

25. PeopleSoft Query.


Query Basics. Accessing and Setting Up Query. Creating a Query. Outputting/Viewing the Query. Advanced Query Topics. Aggregating Totals. Finding Distinct. Custom Sub-Queries. Joining Tables with Unions. Using PeopleSoft Trees. Expressions. Prompts/Parameters. Issues (status records, others).

26. Using SQR with PeopleSoft.


Other References. Why SQR? Using SQR with PeopleSoft. Considering Validations. Types of SQRs. Basic SQR Nested Query. Understanding Delivered SQR Programs. Common Modules. Basic Common Module Calls. Running Delivered SQRs. Delivered Parameter Processing. Customization. Common Modules to Build. Template. Debugging SQR Programs. Advanced SQR Features. Understanding the Printing Process. Dynamic SQL Clauses. Arrays.

Appendix A: Reporting Tables.


Employees. Benefits_data.

Appendix B: PeopleSoft Query Performance/Fast Security.


Query Security Overview. The Fast Security Solution.

Appendix C: Delivered SQR Common Modules.
Index.