PeopleSoft

PeopleSoft Basics

PeopleSoft Architecture

Application Designer

  • Application Designer Structure
  • Field Definitions
  • Record Definitions
  • Page Definitions
  • Component Definitions
  • Menu Definitions

People Code

  • People code Overview
  • Data Types, Comments and Variables
  • Component Processor Flow
  • Events Discussion
  • Traversing functionality
  • Debugging techniques
  • Methods and Built-In Functions
  • Accessing the Data Buffer
  • Referencing Data in the Component Buffer
  • Understanding Objects and Classes in People Code
  • Functions in People code

Application Packages

  • Application package overview
  • Creating the Application package
  • Usage of Application Package in Real time

Application Engine

  • Application Engine Overview
  • AE Program Elements
  • Understanding State Records
  • Understanding Temporary Table
  • Understanding Restart Concept
  • Debugging AE Program
  • Running of A.E (Different ways)
  • Creating outbound Application engine program

File Layout and CI

  • Understanding File Layout
  • Component interface attributes
  • Testing Component interface
  • Create an inbound application engine program by using FL & CI

SQR

  • SQR Introduction
  • Building your first SQR program
  • SQR columns, variables and literals
  • Predefined SQR variables
  • List Variables
  • Manipulating data elements
  • Five sections of an SQR program
  • Loops and decision logic
  • Print command
  • Formatting your output
  • Break logic
  • Run-time and compile-time
  • Multiple Reports
  • Flat Files & Examples
  • Debugging Techniques
  • How to run an SQR program in different ways with suitable SQR architecture
  • Database support structured query language

PSQUERY

  • Creating a new PS QUERY
  • Utilization of PS query in real time scenarios
  • Scheduling the PS Query

XML Publisher

  • Introduction to XML Publisher
  • Components of XML Publisher
  • Creating a new report
  • Running XML Publisher
  • Calling XML publisher through people code

Integration Broker

  • Introduction to Integration Broker
  • IB Architecture
  • IB Setup steps
  • IB Components discussion
  • Discussion of IB with a real time scenario

Security

  • Types of security in PS
  • Permission list, Role and Userid discussion
  • Row level security
  • Department security
  • Object security

Understanding HCM

  • Table system setup in HRMS
  • Business unit and SETID concept
  • EFFDT usage in PeopleSoft
  • Person and Position Structure

Core HR

  • HR Workforce administration overview
  • Setup review for Administer workforce in Setup HRMS
  • Setup Country specific tables
  • Understanding Organizational Relationships
  • Adding a person into HRMS System
  • Understanding of Personal and JOB data
  • Managing Country specific workforce data
  • Self-service components discussion
  • Manager Self-service components discussion
  • Core tables chart preparation used in Core HR

Benefits

  • PeopleSoft Base Benefits overview
  • Setup : Benefits Core tables
  • Benefit plan creation and discussion of diff benefit plans
  • Building Benefit programs
  • Dependent and Beneficiary information
  • Enrolling participants into Benefits
  • Eligibility Review
  • Reviewing Benefit enrollments and calculations
  • Understanding Transactional plan data in Base benefits navigation
  • Core tables chart preparation used in Benefits

Benefits Administration

  • PeopleSoft Benefit Administration overview
  • Benefit administration Business process
  • Setup: Flexible credits
  • Defining Eligibility rules
  • Creating event rules
  • Setup: FSA Administration
  • Building Automated Benefit programs
  • Building programs with benefit program tables
  • Administering flexible spending accounts

Performance Management (E-Performance)

  • E-Performance Overview
  • E-Performance Business Process
  • Setup: E-performance system settings
  • Creating and managing profiles
  • Working with Approvals and reviews
  • Setup: Document templates, Types, Sections Roles
  • Setup Text advisory tools
  • Understanding Document generation
  • Understanding business objective setup
  • Understanding evaluation criteria
  • Managing Nominations
  • Managing reviews and approvals

Time and Labor

  • Time and Labor Overview
  • Understanding Time and Labor
  • Time Reporting Methods
  • Time Administration
  • Setup: Basic T and L Tables
  • Setup system defaults and loading dates
  • Establishing workgroups
  • Establish time reporting codes
  • Define work schedules
  • Create rules in Time administration
  • Understanding payable time
  • Managing time
  • Integrating with payroll applications

Absence Management

  • Absence Management Overview
  • Understanding elements
  • Defining element types
  • Define entry types
  • Working with Payee data
  • Understanding payee data
  • Define Data retrieval elements
  • Define calculation elements
  • Define earning and Deduction elements
  • Setup accumulators
  • Define process elements
  • Define Absence elements
  • Entering absences
  • Setup overrides
  • Processing absences
  • Transferring leave time

North American Payroll

  • NA Payroll overview
  • Business process
  • Setup Payroll tax tables
  • Setup paygroups
  • Understanding Paygroups
  • Define earning codes and Earning programs
  • Understanding deductions
  • Setup deductions
  • Setup Payroll process
  • Understanding Pay calendar
  • Setting up Garnishments
  • Understanding and maintain payroll data
  • Setting up Employee General deductions
  • Setting up direct deposits
  • Understanding paysheets and Pay calculation
  • Pay confirmation
  • Reporting payroll and processing retro pay
We will deal other modules also in PS HRMS.
if you interested to lean any modules which are not listed above, Please write us at info@vyasavalmiki.org, Our expert team reach you shortly

Application Fundamentals

Defining Financial and Supply chain management Common definitions

Define user preferences

Securing and understanding Chart field security

Configuring chartfields

    Module 1: Accounts Payable

    Setups
  • Table set control
  • User Preferences ? General Information
  • Accounting Template
  • Payment Terms
  • Payment Forms
  • Vendor Pay Group
  • Location
  • Ship to Location
  • EFT File Layout
  • Bank and Bank Accounts
  • Procurement Accounting Control
  • Payables Business Unit
  • Payable Options
  • Vendor set control
  • User Preferences ? Payables and Vendor Maintenance
  • Pay Cycle Step Definitions
  • Pay Cycle Step Table
  • Pay Cycles
  • Business Process
  • Maintain Vendors
  • Voucher Processing
  • Payment Processing
  • Inquiry / Reporting

    Module 2: Accounts Receivable

    Setups
  • Customer
  • Aging ID
  • AR Specialist
  • Dispute Reason
  • Reference Qualifier Code
  • Group Type
  • Group Origin ID
  • Distribution Codes
  • Entry Type
  • Entry Reason
  • Item Entry Types
  • Deposit Type
  • Accounts Receivable Business Unit
  • Accounts Receivable Business Unit Options
  • Business Process
  • External pending Items
  • Entering online pending Items
  • Entering Online Payments
  • Apply Payments
  • AR Update Process
  • Reviewing Customer Balances

    Module3: Billing

    Setups
  • Bill Type
  • Bill Source
  • Billing Cycle
  • Invoice Formatting
  • Invoice Layout
  • Invoice Numbering
  • Payment Terms
  • Distribution Code
  • Charge Code
  • Discount and Surcharge
  • Bill Inquiry Phone
  • Collector
  • Business Unit
  • Business Process
  • Create bills online
  • Receive billing data from other PeopleSoft applications
  • Receive billing data from non-PeopleSoft applications
  • Create installment bills and recurring bills
  • Calculate sales, use and value-added taxes
  • Print invoices in detail or summarized format
  • Create accounting entries for PeopleSoft General Ledger, Receivables and Accounts Payable
  • Accrue unbilled revenue
  • Defer revenue accounting

    Module4: General Ledger

    Setups
  • Installation
  • GL Business Units
  • Setting Installation Options
  • User Preferences
  • Account Types
  • ChartFields
  • Detail Calendars
  • ChartField Combination Edits
  • Detail Ledgers/Ledger Groups
  • Journal Entry Templates
  • Ledgers for a GL Business Unit
  • Open Period Maintenance
  • Journal Processing
  • Closing Setup
  • Allocation Setup
  • Consolidation Setup
  • Currency Revaluation Setup
  • Currency Translation Setup
  • Editing chartfield combinations
  • Establishing GL Business Units
  • Establishing User Preferences
  • Define ChartFields
  • Establish Account Types
  • Business Process
  • Preparing for Journal Processing
  • Journal Entry and Processing
  • Other Journal Processing Features
  • Revaluation and Transaltion
  • Closing
  • Reviewing Financial Information
  • Allocations
  • Financial Consolidation