Oracle PeopleSoft Publishes User Experience Guidelines

Those who are highly interested in US principles of PeopleSoft, refer the below link. Very interesting...

https://blogs.oracle.com/peopletools/entry/oracle_peoplesoft_published_user_experience

PeopleSoft In-Memory Project Discovery

The PeopleSoft Blog | Stay Updated: PeopleSoft In-Memory Project Discovery : PeopleSoft In-Memory Project Discovery

PeopleSoft 9 2 HTML Email Approvals

The PeopleSoft Blog | Stay Updated: PeopleSoft 9 2 HTML Email Approvals: PeopleSoft 9 2 HTML Email Approvals

PeopleSoft Update Manager - Posted by Oracle blogs

Oracle and the PeopleSoft team have changed the way all maintenance and functionality is being delivered starting in PeopleSoft 9.2  using the new PeopleSoft Update Manager (PUM).
PUM transforms the way customers manage their PeopleSoft applications.  Customers have the ability to determine what maintenance to apply, when to apply it, and at any point can create a single change package to get current.  The cost savings and strategic benefits this enables are significant.
While PUM delivers transformative value to customers and feedback from customers has been very positive, it represents a change in approach from how PeopleSoft has historically delivered maintenance.  To avoid disruptive impact to upgrade and implementation plans, it is critical to understand and plan for the hardware, software, and procedural change that PUM represents.
If you are planning or executing a PeopleSoft 9.2 upgrade or implementation, it is important that you include PUM in your plans.  Use the following resources:

1. The PUM Home Page.  Single site that contains all PUM related content, training, and image schedules, as well as links to all information mentioned below.
2. PUM Video Feature Overview:  If you don’t know what PUM is, start here. 
3. PUM Hardware and Software Requirements: See the Quick Start Guide (#9) and Using VirtualBox Images (#10) on the PUM Home Page.   These two documents outline the hardware and software requirements for PUM. 
4. PUM Instructions and Best Practices: See all other documents and trainings on the PUM Home Page.

There are many additional documents available that provide training and detailed install and usage instructions.  We strongly recommend reviewing the PUM Best Practices and Maintenance Strategy document (#6) for guidance on the procedural implications of PUM.

Paycheck Printing – Dynamic Signature Using Word 2007 Oracle BI Plugin - Posted by PeopleSoft.in

Pay003.sqr Modifications

Pay003.sqr creates an XML file which is processed by App engine to Fill up values in to Specific RTF template and Produce paychecks. Pay003.sqr should be customised to retrieve / set Signature URL as per business logic and should be assigned to a variable say SIGNATURE_URL.

Pay003.sqr should process this Variable as XML tag, Following Code will Process this as an XML Tag,

$signature_url = ‘c:\temp\signature.gif’

let $xmltag = ‘SIGNATURE_URL’

let $xmlcontent = $Signature_URL

do Process-SSP-XML-Tag-Content

Remember this code should be added Under Procedure Get-Paychecks so every Paycheck have an XML Tag,

<SIGNATURE_URL>c:\temp\signature.gif</SIGNATURE_URL>

Now Pay003.sqr is ready to send a URL of signature to Template. No Schema Modification is required for this XML tag in Peoplesoft 9.1 as schema is created runtime automatically.

RTF Template Modification: After Modification of Pay003 all you have to do is Update RTF template for Required Report Definitions.

Generally PRTCACHK report definition used for Paycheck Printing which is compatable of TAX11c Update and Prints Paychecks as per legal requirments of NY and CA (New York and California) .

Current Reoprt Definition can be verified / Tested from Navigation Set Up HRMS -> Product Related -> Payroll for North America -> Payroll Processing Controls -> Paycheck Options Table.

First we need to download delievered Template from navigation Main Menu -> Reporting Tools -> XML Publisher -> Report Definition and from the same navigation corresponding updated templates needs to be uploaded.

To Modify Template first Install Oracle BI Plugin in System, which enables a Add In tab in Micrsoft Office Menu Bar.

Open Template with Microsoft word and double click on signature image, under Format tab click on arrow to open picture properties as shown in figure,

Paycheck Template Modification

Properties window should open, Update XML Tag name here and save.

Modifying Properties of Signature Image

And You are done. Upload this template and Run PYCHKUSA process job and check signature should appear as per URL passed runtime.

PeopleSoft HRMS Base Benefits Business Process and Flow - Posted by mybasicknowledge

Base Benefits stores information about the benefit plans offered by a company, such as types of benefit plans, premium costs and calculation rules pertaining to the plans.

Employee data specifies the plans chosen by an employee, coverage selected by the employee, dependents and beneficiaries for each plan.

Base Benefits Features

·        Define the tables that will be used to build your benefit programs.

·        Manually enroll employees and dependents into a benefit program.

·        Perform nondiscrimination testing to determine whether or not your U.S. organization is in compliance with government regulations.

·        Print HIPPA reports.

·        Track and manage FMLA requests.

·        Calculate accrued leave awards and maintain employee leave balances.

·        Manage 403(b) savings plans.

·        Manage vacation buy and sell programs.

·        Administer COBRA coverage for qualified participants and their dependents.

·        Process retroactive benefits and deduction.

·        Send enrollment data to third-party administrators.

·        Send FEHB data to the OPM.

Components Supporting Benefit Processing       

·        Installation Table

·        Deduction Table

·        Earnings Program Table

·        Pay Group Table

 

Business Process – Overview

Base Benefits – Process Flow

Plan Types

·        Defined as benefits offered to the employees.

·        Logical grouping of Benefits Plans

·        There are nine categories provided by PeopleSoft

Plan Types – Classifications

·        Health Benefit Plans

·        Life Insurance Plans

·        Disability Plans

·        Saving Plans

·        Leave Plans

·        Flexible Spending Accounts Plans

·        Retirement Plans

·        Pension Plans

·        Vacation Buy /Sell Plan

Benefit Plans     

·        A benefit plan is a specific benefit offering within a plan type.

·        Benefit plan are defined based on the plan type and the providers

·        Associate details pertaining to each of these plans.

·        Associate default deduction codes to the Benefit plans.

Setting Up Benefit Plans

Rate Tables

·        Calculates the cost of  benefit

·        Classified into four types namely

o   Flat Rate Table

o   Age Graded Rate Table

o   Salary Rate Table

o   Service Rate Table

Flat Rate Table

·        Create rates that are based on a specific dollar amount

   i.e the employee pays the same rate regardless of earnings, length of service, age, or gender.

Age Graded Rate Table

·        Define rates for a specified gender, age range, and smoking habit.

·        The system calculates the employee portion of the premium based on the total rate and employer portion.

Service Rate Table

·        Add rates that are based on length of service

Calculation Rules Table

·        Defines how deductions are calculated for each benefit plan.

·        Calculation rules apply to the premium and the amount of coverage.

Benefit Program Structure

·        A Benefit program is a collection of benefits that are offered to a group of employees

·        An organization may have multiple benefit programs if it offers different benefits to different groups of employees, charge different premiums, or administer enrollment rules differently for various employee groups.

Benefit Program – Setup

·        Define basic benefit program information.

·        Associate plan types with a benefit program.

·        Link a benefit program and plan type to rate and calculation rules.

·        Set up benefit programs that provide benefits to nonqualified dependents.

PeopleSoft Benefit Administration Business Flow and Tables - Posted by mybasicknowledge

•        Benefits Administration Is:

–       An Automated Eligibility Processing System

–       Delivered by PeopleSoft

–       Driven by Tables and Rules

–       Based on Employee Data

•        Ben Admin is Driven By:

–       Tables And Rules

–       These Include

•        Deduction Tables

•        Benefit Plan Tables

•        Geographic Location Tables

•        Benefit Program Tables

•        Eligibility Rules

•        Event Rules

•        Calculation Rules

•        Ben Admin Utilizes

–       Data from Employee Records

•        Personal Data

•        Job Data

•        Employment Data

–       This data helps Ben Admin determine eligibility for various benefit options

•        Ben Admin Eligibility Rules

–       Benefits for US Employees is primarily driven by:

•        Employees Date of Birth

•        Home Address

•        Work Location

•        Company & Paygroup combination

•        Employee Class

•        Eligibility Configuration 1,2, & 3

–       By setting a unique combination of these values, Ben Admin is able to offer employees the appropriate set of benefits options.

•        Ben Admin Event Classes

–       Event Class, is a way of equating actions on Job to Benefits eligibility events and guaranteeing that they will perform in a certain fashion each time

–       Event Classes have

•        1:1 correlation from job in some cases

•        Default class if no 1:1 correlation

•        Open Enrollment event class

•        Ben Admin Event Classes

–       Examples of Events that have a 1:1 Correlation

•        Hire Action = HIR Event

•        Family Status Change Action = FSC Event

•        Transfer Action = XFR Event

•        Termination Action = TER Event

•        Retirement Action = RET Event

–       There are others that are 1:1 as well        

•        Ben Admin Event Classes

–       If there is no event class that matches the action on Job, Ben Admin assigns it to the default event class, MSC, or Miscellaneous

–       Each event class is assigned to a set of rules

•        Ben Admin Event Rules

–       Event Rules Define

•        The Options that are available to the employee for a particular type of event

•        Family Status Changes don’t allow the employee to change their medical or dental plan

•        Transfer events allow the employee to change medical and/or dental plans

•        What are Benefit Programs

–       A Benefit Program is a collection of benefits options that a particular segment of the population is eligible to receive.

•        US Benefit programs are primarily driven by Employee Class

•        The Working Tables

–       Ben Admin does all its work in 6 major tables

•        BAS_Partic

•        BAS_Partic_Plan

•        BAS_Partic_Option

•        BAS_Partic_Dependent

•        BAS_Partic_Cost

•        BAS_Partic_Invest

–       These are viewable as the Employee Event Summary panel group in Administer Automated Benefits

–       BAS = Benefits Admin System

Bas Partic

• Contains the high level keys for the whole bas partic structure
• EmplID, Benefit Program, Event Class
• The relevant job info
• Various date features
• Overall status of the event

Bas Partic Plan

•        Primarily the repository of the employee’s current benefit elections

•        The benefit plans that the employee had coming into this event

•        Where the changes to benefit plans are recorded

Bas Partic Option

•        Table that stores all the options for each plan type that the employee is eligible for in their benefit program

Bas Partic Cost

•        Contains all the costs associated with each option that Ben Admin has calculated in the Bas Partic Option section of the table

•        Contains per pay period information as well as annual amounts

Bas Partic Dependent

•        Table that stores the enrolled dependents for medical and/or dental by plan type

•        Stores beneficiary designations for Life Insurance elections

Bas Partic Investment

•        This records investment options for savings type plans (401(k))

Ben Admin Base Tables

•        Once Ben Admin is complete with an event (i.e. Finalized), it copies the plan election and dependent info to the BASE (i.e. posting tables)

•        Once the elections are in these BASE tables, Payroll and others are able to view the employees elections

Benefits Administration

•        The Posting Tables (Base Tables)

–       Employees Elections are recorded in the following tables:

•        Health Benefits

–       Health Dependent

•        Life & AD&D Benefits

–       Life & ADD Beneficiary

•        Disability Benefits

•        FSA Benefits

•        Savings Plans

–       These tables are viewable under the Use menu in Administer Base Benefits