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OraclePeopleSoft Human Capital Management –Functional - Learning Path – Table of Modules & Detail Standard syllabus
Sr.No / Module Name / Days / Course Code / Trainers Availability / Remarks

PeopleSoft Global Payroll 9.1

/ 5 / D65857GC10 / This training specifically required Now

PeopleSoft Time and Labor - North America Rel. 9.1

/ 4 / D64802GC10

PeopleSoft Absence Management Rel 9.1

/ 5 / D69754GC10

Benefits Administration Rel 9.1

/ 5 / D65861GC10

Module : 1- PeopleSoft Global Payroll 9.1

What you will learn:

This 5-day course covers the functionality needed to set up the core application for the PeopleSoft Global Payroll product. The flexibility of the core product allows the user to use PeopleSoft Global Payroll to serve the unique needs of various countries and organizations. Participants generate payrolls while using the core functionality of Global Payroll.

Learn to

  • Establish payee data.
  • Define common characteristics of elements.
  • Define earnings, deductions, and accumulators.
  • Define the organizational and processing structure.
  • Set up banking.
  • Use ePay

Training Formats / Duration / Course Materials / Instruction Language
Classroom Training / 5 Days / English / English

Audience:

  • Technical Consultant
  • Application Developers
  • Developer
  • End Users
  • Project Manager
  • Support Engineer
  • Business Analysts

Prerequisites:

Required Prerequisites:
  • Introduction to Human Resources Foundation
Suggested Prerequisites:
  • Introduction to Human Resources - Germany (any release)
  • Human Resources - U.K. (any release)
  • Introduction to PeopleSoft for HRMS (any release)
  • Introduction to Human Resources France (any release)

Course Objectives:

  • Define common characteristics of elements
  • Define earnings, deductions, and accumulators
  • Define the organizational and processing structure
  • Establish payee data
  • Run the payroll process
  • View payroll results
  • Describe and use supporting elements
  • Control payroll results
  • Define overrides
  • Explain iterative processing and segmentation
  • Set up banking
  • Process retroactive pay
  • Process off-cycle calendars
  • Use ePay
  • Reconcile payments
  • Set up the General Ledger interface

Course Topics:

Technology Overview
  • Describing the HRMS Product Line
  • Describing the Global Payroll Advantages
  • Describing the Differences Between Country Extensions and Core
  • Describing the Commonly Used Terms
  • Describing the Menu Structure
  • Describing How to Activate Global Payroll
  • Describing the Importance of Calendars
  • Describing the Processing Steps
Defining Common Characteristics of Elements
  • Explaining Elements
  • Explaining How Elements are Used
  • Explaining How Elements are Categorized
  • Describing the Element Name Page
Defining Major Elements – Earnings and Deductions
  • Identifying the Common Attributes of Earnings and Deductions
  • Defining an Earning
  • Creating an Earning
  • Explaining the Components Page
  • Explaining the Element Suffixes Page
  • Defining a Deduction
  • Creating a Deduction
  • Defining Rate Codes
Defining Accumulators
  • Defining Accumulators
  • Creating Accumulators
Defining the Organizational Structure
  • Describing the Organizational Structure
  • Defining Element Groups
  • Defining Eligibility Groups
  • Defining Pay Entities
  • Defining Pay Groups
Defining the Processing Structure
  • Describing the Processing Structure
  • Defining Sections
  • Defining Process Lists
Setting Up Calendars
  • Describing Calendar Concepts
  • Defining Run Types
  • Defining Periods
  • Defining Calendars
  • Defining Calendar Groups
Establishing Payee Data
  • Explaining the Human Resources and Global Payroll Integration
  • Viewing Payee Data in Global Payroll
Running the Payroll Process
  • Explaining the Payroll/Absence Run Control
  • Explaining Processing Phases and Options
  • Reviewing the Processing Steps
  • Reviewing Processing Results
Viewing Payroll Results
  • Reviewing the Output Result Tables
  • Viewing the Output Result Tables
Describing Supporting Elements
  • Reviewing Supporting Elements
  • Describing System Elements
  • Creating Variables
  • Describing Dates
  • Explaining Durations
Controlling Results
  • Defining Rounding Rules
  • Describing Frequency Conversion
  • Explaining Generation Control
  • Managing Currency Support in Global Payroll
Using Additional Supporting Elements
  • Defining a Formula
  • Explaining Operators
  • Explaining Elements Used to Look Up Values
  • Explaining Brackets
  • Summarizing Bracket Examples

Processing Payee Level Overrides

  • Reviewing Payee Level Overrides
  • Assigning Earnings and Deductions to Payees
  • Entering Positive Input

Managing Iterative Processing

  • Summarizing Types of Triggers
  • Defining Iterative Triggers
  • Setting Up Triggers
  • Viewing Iterative Triggers
  • Setting Up Mass Triggers

Creating Segmentation

  • Explaining Types of Segmentation
  • Defining Segmentation Terminology
  • Setting Up Segmentation
  • Processing Segmentation
  • Explaining Proration

Creating Banking Information

  • Reviewing Banking
  • Explaining Banking Set Up Requirements
  • Defining Banks
  • Setting Up the Electronic Transfer Formats
  • Explaining Source Bank Accounts
  • Assigning Banking Information
  • Explaining Recipient Processing
  • Defining Deposit Schedules

Completing the Payroll Process

  • Running the Finalize Process
  • Running the Banking Process
  • Viewing Banking Results

Processing Retroactive Pay

  • Explaining Retroactivity
  • Specifying Retroactivity Terminology
  • Setting Up Retroactivity
  • Explaining Version and Revision Numbers
  • Defining the Retroactive Process
  • Specifying Backward and Forward Limits
  • Explaining Areas Affected by Retro
  • Summarizing Retroactive Methods

Processing Off-Cycle Payrolls

  • Explaining Off-Cycle Payrolls
  • Describing Types of Off-Cycle Transactions
  • Configuring Off-Cycle Requests
  • Entering Manual Payments
  • Creating Corrections
  • Creating Additional Payments
  • Entering Advances
  • Processing Off-Cycle Payrolls

Using ePay

  • Reviewing ePay Transactions
  • Defining Personal Bank Information
  • Defining Distribution Details
  • Viewing Payslips

Setting Up the General Ledger Interface

  • Explaining the General Ledger Interface
  • Explaining TableSet IDs and Business Units
  • Explaining Chartfields
  • Explaining General Ledger Grouping
  • Defining General Ledger Mapping
  • Explaining Distribution Overrides
  • Publishing Payroll Data to General Ledger
  • Running the General Ledger Process

Module: 2- PeopleSoft Time and Labor - North America Rel. 9.1

What you will learn:

The Time and Labor - North America course covers the implementation and usage of Time and Labor. Learn to set up system tables and prerequisite HRMS tables, and to set up Time and Labor tables. Define workgroups and task groups to group time reporters into useful segments for processing. Set up processing rules so time is managed according to your business processes.

Enroll time reporters into Time and Labor, and assign them to work schedules. Report time using different tools. Process reported time using the rules you defined to match your business processes.

Learn To:

  • Define workgroups and task groups to group time reporters into useful segments for processing
  • Set up processing rules to manage time
  • Enroll time reporters into Time and Labor, and assign them to work schedules
  • Report time using different tools
  • Process reported time using the rules you defined to match your business processes
  • Set up system tables, prerequisite HRMS tables, and Time and Labor tables

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Training Formats / Duration / Course Materials / Instruction Language
Classroom Training / 4 Days / English / English

Audience:

  • Functional Implementer
  • Technical Administrator
  • Project Manager

Prerequisites:

Required Prerequisites:

  • Introduction to PeopleSoft for HRMS Rel 9.1
  • Time and Labor functional background
  • Introduction to PeopleSoft for HRMS Rel 9.1

Suggested Prerequisites:

  • PeopleSoft Human Resources Rel 9.1
  • PeopleSoft Human Resources Rel 9.1

Course Objectives:

  • Report and Process Time.
  • Describe PeopleSoft Enterprise Time and Labor.
  • Set up core human resources tables.
  • Set up Time and Labor tables.

Course Topics:

Setting up PeopleSoft Enterprise Human Resources tables

Setting up PeopleSoft Enterprise Payroll for North America tables.

Setting up PeopleSoft Enterprise Benefits tables.

Setting up basic PeopleSoft Enterprise Time and Labor tables.

Establishing time reporting codes.

Establishing time periods.

Establishing planned overtime.

Creating Workgroups.

Defining template built rules.

Creating task groups.

Defining schedules.

Setting up time reporters.

Setting up Groups and Security.

Reporting time using rapid entry.

Running the Time Administration process.

Managing exceptions.

Reporting time using self-service.

Using manager self-service.

Integrating with PeopleSoft Enterprise Payroll for North America.

Performing labor distribution and dilution.

Adjusting payable time.

Module: 3- PeopleSoft Absence Management Rel 9.1

What you will learn:

This course discusses the functionality for defining absence rules, recording and processing absences, and sending the results to a payroll system using PeopleSoft Enterprise 9.0 Absence Management.

Participants will create rules that track the time payees are out sick, on vacation, or absent for other reasons, and will define the conditions that must be met before absences can be paid. They will also learn how to define accrual policies for various types of absences, build a processing framework, enter and process absences, and view processing results, observing how the system applies the rules that they have defined.

Learn to:

  • Create rules for tracking employee absence time
  • Define accrual policies
  • Report absences and process absences
  • Review processing results
  • Make adjustments to accruals
  • Correct reported absence data

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Training Formats / Price / Duration / Course Materials / Instruction Language
Classroom Training / Rs 108570 / 5 Days / English / English

Audience:

  • Functional Implementer
  • End Users
  • Administrator

Course Objectives:

  • Create organizational, processing, and calendar frameworks.
  • Build rules for tracking absences and accrued time off.
  • Create and assign work schedules.
  • Enter absences and forecast entitlement.
  • Process absences and view the results.
  • Adjust entitlement balances.
  • Send absence data to your payroll system.
  • Describe self-service absence functionality.

Course Topics:

Creating Schedules

  • Describing the Use of Schedules
  • Explaining Schedule Groups
  • Creating Work Schedules
  • Viewing Schedule Calendars
  • Validating Schedule Changes
  • Describing Holiday Schedules
  • Explaining Methods of Assigning Work Schedules

Defining Common Characteristics of Absence Elements

  • Explaining Absence Element Categories
  • Identifying Absence Element Types
  • Identifying Entry Types and Entry Type Prompts
  • Defining Basic Absence Element Parameters

Defining Absence Take and Absence Entitlement Elements

  • Describing Entitlement Accrual
  • Creating Absence Entitlement Elements
  • Modifying Entitlement Balance Accumulators
  • Explaining Absence Types and Reasons
  • Describing Absence Take Elements
  • Creating Absence Take Elements
  • Describing Absence Setup Guidelines

Setting Up Supporting Elements

  • Listing Supporting Elements
  • Describing System Elements
  • Creating Variable Elements
  • Describing Date Elements
  • Defining Duration Elements
  • Creating Formula Elements
  • Describing Operators Used in Formulas
  • Describing Elements Used to Look Up Values

Defining the Organizational and Processing Frameworks

  • Defining Element Groups
  • Defining Eligibility Groups
  • Defining Pay Entities
  • Defining Pay Groups
  • Mapping Pay Groups
  • Defining Sections
  • Defining Process Lists

Setting Up Calendars

  • Describing Calendar Concepts
  • Defining Run Types
  • Defining Periods
  • Defining Calendars
  • Defining Calendar Groups

Entering and Processing Absences

  • Entering Absence Events
  • Viewing Payee Data
  • Describing Entitlement and Take Processing
  • Running the Absence Process
  • Describing the Processing Phases and Options
  • Viewing Processing Results

Viewing and Controlling Absence Processing Results

  • Defining Rounding Rules
  • Describing Frequency Conversion
  • Describing Generation Control

Overriding Supporting Elements

  • Describing Supporting Element Override Levels
  • Describing the Element Override Hierarchy

Adjusting Frequency-Based Entitlement

  • Describing Frequency-Based Entitlement Adjustments
  • Adjusting Frequency-Based Entitlement Balances
  • Overriding Frequency-Based Entitlement Definitions

Generating Positive Input for Payroll

  • Describing Positive Input Generation
  • Creating Earning and Deduction Elements
  • Mapping Earnings and Deductions to a Payroll System
  • Associating Earning and Deduction Elements with Take Elements

Defining Absence-Based Entitlements and Takes

  • Defining Absence-Based Entitlement Elements
  • Defining Take Elements with Absence-Based Entitlement
  • Describing How to Link Related Absences
  • Adjusting Absence-Based Entitlements

Defining Extended Absences

  • Setting Up Configurable Sections
  • Setting Up Attachments
  • Setting Up Extended Absences
  • Managing Extended Absences

Implementing Absence Take Features

  • Defining Qualifying Periods for Using Entitlement
  • Defining Rules for Negative Entitlement Balances
  • Using Mapping to Generate Absence Data for Two Take Elements
  • Explaining How to Store Data in User Defined Fields

Defining Forecasting and Balance Inquiry Processes

  • Describing Forecasting and Balance Inquiry
  • Setting Up Forecasting and Balance Inquiry Processing
  • Forecasting an Absence Event
  • Viewing Absence Balances

Using Leave Donations

  • Setting up Leave Donation Framework
  • Initiating Leave Transfer Requests

Managing Iterative Processing

  • Describing Trigger Types
  • Describing Iterative Triggers
  • Setting Up Trigger Definitions
  • Viewing Iterative Triggers
  • Explaining Mass Triggers

Implementing Segmentation

  • Describing Types of Segmentation
  • Defining Segmentation Terminology
  • Setting Up Segmentation
  • Viewing, Adding, and Canceling Segmentation Triggers
  • Describing General Rules for Segmentation Processing
  • Describing Proration

Sending Absence Data to Payroll

  • Describing Transmitted Data
  • Sending Absence Data to Payroll
  • Explaining Payroll Processing with Absence Data
  • Describing the Impact of Retroactivity

Processing Retroactivity

  • Explaining Retroactivity
  • Defining Retroactivity Terminology
  • Defining Rules for Retroactive Processing
  • Enabling Retro Processing by Run Type, Calendar, and Calendar Group
  • Viewing, Adding, and Canceling Retro Triggers

Processing Off-Cycle Transactions

  • Explaining Off-Cycle Processing
  • Entering Instructions for Off-Cycle Processing
  • Processing Off-Cycle Transactions

Module: 4- Benefits Administration Rel 9.1

What you will learn:

This five-day course covers the establishment and maintenance of automated benefits programs in PeopleSoft Benefits Administration.

Participants will learn to define eligibility rules based on factors such as age, status, employee type, job or group of jobs, duration of service, company, and pay. They will also define event rule parameters that control how and when an event is processed. They will set up automated benefits programs, enroll employees automatically into benefit plans, create employee communications such as enrollment forms and confirmation letters, change elections and coverage, process an Open Enrollment and perform Event Maintenance. In addition, participants will establish validation across plan types, run an eligibility Snapshot, review Event Coordination, troubleshoot errors, and set up PeopleSoft eBenefits to process enrollments via self-service.

Learn To:

  • Establish and maintain automated benefits programs
  • Manage eligibility and event requirements
  • Establish validations across plan types
  • Manage employee enrollment
  • Process open enrollment and on-going event maintenance
  • Set up eBenefits to process enrollments

Training Formats / Price / Duration / Course Materials / Instruction Language
Classroom Training / Rs 108570 / 5 Days / English / English

Audience:

  • Functional Implementer
  • Business Analysts
  • Project Manager

Prerequisites:

Required Prerequisites:

  • Experience with enrolling employees into benefit programs and plans
  • Thorough understanding of Benefits control tables
  • Base Benefits - U.S. Rel 9
  • Base Benefits - Canada Rel 9

Suggested Prerequisites:

  • Practical experience with open enrollment & benefits process
  • Basic understanding of payroll processing
  • Intro to PS/HR/Benefits Accelerated - US Rel 9
  • Intro to PS/HR/Benefits Accelerated - Canada Rel 9

Course Objectives:

  • Describing Benefits Administration
  • Setting up automated benefit programs with eligibility and event rules
  • Enrolling employees automatically into benefit plans
  • Administering and manage open enrollment
  • Establishing validations across plan types
  • Processing Event Maintenance
  • Running the Snapshot eligibility process
  • Managing employee benefits with multiple events, self-service, and multiple jobs

Course Topics:

Reviewing the Benefits Business Process

  • Identifying the differences between Base Benefits and Benefits Administration
  • Explaining the Base Benefits Process
  • Identifying the Base Benefits Foundation Tables
  • Describing the Base Benefits Building Blocks
  • Defining a Benefit Program and Listing the Benefit Program Records
  • Describing the Components that make up a Benefits Adminstration Program
  • Explaining Flexible Credits
  • Defining Cross-Plan Validation

Setting Up Automated Benefits Programs

  • Activating Benefits Administration
  • Determining the Benefits Administration Start Date
  • Identifying the Fields Activated with Benefits Administration

Setting Up Eligibility for Automated Benefits Programs

  • Defining Benefit Eligibility Rules
  • Setting Up Employee Eligibility Criteria
  • Using Configurable Parameters
  • Identifying Employee Eligibility Overrides

Setting Up Events for Automated Benefit Programs

  • Defining Events in Benefits Administration
  • Identifying Benefits Administration Actions
  • Identifying Event Classes
  • Defining Event Rules
  • Examining Default Methods
  • Setting Up Event Rules for Open Enrollment

Creating an Automated Benefit Program Table

  • Building an Automated Benefit Program
  • Defining Plan Type and Options for a Program
  • Defining Costs and Credits for a Program

Setting Up Health Plans