Intro to PS/HR/Benefits Accelerated - Canada Rel 9

The first section of this course serves as a prerequisite for other PeopleSoft HRMS 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. The 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)
	Access and search through the PeopleBook online help
	Identify and setup the core human resource implementation tables
	Create and hire workers through templates
	Set up benefit health and welfare plans, savings and pension plans, and benefit programs
	Enroll employees in benefit programs and add dependents and beneficiaries

course content details

	Navigating Through the PeopleSoft System

	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

	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
	Describing Business Units
	Explaining the Relationship Between Business Units and Set Ids

	Running Human Resources Processes and Reports

	Processing and Viewing a Human Resources Report
	Explaining the Purpose of the Employees Table

	Using Group Build

	Defining Group Build
	Creating a Group
	Setting Up Group Security
	Viewing and Using Groups

	Defining the Human Resources Business Process

	Describing PeopleSoft Enterprise HRMS Products and HR Business Processes
	Identifying the Core Human Resource Setup Tables and Table Setup Sequence
	Describing Effective Dating and Action Types

	Setting Up Core Foundation Tables Related to 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 Core Foundation Tables Related to Business Units and TableSet Sharing

	Defining SetIDs, Business Units, and TableSet Sharing
	Establish User and Business Unit Defaults

	Setting Up Core Foundation Tables Related to Establishments, Locations, and Departments

	Setting Up the Establishment Table
	Setting Up the Location Table
	Setting Up the Department Table

	(JPN) Setting Up Core Foundation Tables Related to Japanese Compensation

	Setting Up Compensation Rate Code Data
	Defining Japanese Education Level Tables
	Determining Compensation Rate Code Defaults
	Defining Worker Compensation
	Setting Up the Salary Plan Tables
	Defining Grade Advance Tables

	Setting Up Core Foundation Tables Related to Jobs and Pay Groups

	Setting Up the Job Code Table
	Defining the Supervisor Level Table
	Setting Up the Pay Group Tables

	Administering Data Permission Security

	Defining the Methods of Granting Data Permission Access
	Administering Tree-Based Security
	Refreshing Security Join Tables

	Adding 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
	(JPN) Reviewing Additional Appointment Information for Japan
	(JPN) Managing Intercompany Transfers for Japan

	Adding Workers Through Template-Based Hires (SmartHire)

	Defining the SmartHire Process
	Setting Up Hire Templates
	Adding Workers Using a Hire Template
	Managing the Status of a Template-Based Hire

	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 Flexible Spending Accounts

	Identifying the Components of Flexible Spending Account (FSA) Plans
	Defining FSA plans
	Adding FSA Plans to a Benefit Program

	Adding New Employees, Dependents, and Beneficiaries

	Identifying the Pages Used to Hire an Employee
	Viewing Job-related Information for an Employee
	Setting Up Dependent and Beneficiary Data