PeopleSoft Admin Training

Introduction to ERP

Introduction to PIA / PeopleSoft structure / Versions

Download / Installing the PeopleSoft Environment

Installing PeopleSoft Database (Oracle) & Oracle basics

Installing TUXEDO and JDK, WEBLOGIC

Web server Installation and Report node creation / Administration

PIA installation

Application server, Process scheduler Domain’s creation / Administration

Webserver

Application Server

Process Scheduler

PeopleSoft SIGNON Flow

PeopleSoft Security

COBOL Installation / Execution

Project Migrations (Application Designer)

Data Migrations (Data Mover)

Application of People Tools Patch

Setup of Integration Broker

Setup of Change Assistant

Audit Reports (DDD Audit, SYS Audit, and Alter Audit)

Applying Bundles, Maintenance Packs (Change Assistant)

Tax Updates – HRMS application

Performance tuning and managing common issues

Handling Logs

PeopleSoft refresh

Tracing, Troubleshooting and debugging

People Tools Upgrade (Knowledge Sharing)

PeopleSoft Update Manager (PUM)

Business Process Overview

Defining the Asset Lifecycle Management (ALM) Solution

Describing the Asset Transaction Flow

Describing Asset Management System Integration

Describing the Implementation of Asset Management

Describing the Conversion Process for Asset Management

Navigating through Asset Management

Finding Sources of Information about Asset Mgmt in PeopleBooks

Defining General Options

Setting Up Installation Options

Defining User Preferences

Defining Locations, Calendars and ChartField Values

Adding Assets

Describing the Methods for Adding Assets Online

Describing the Tables Used for Asset Management

Adding Assets Using Express Add and Basic Add

Defining Asset Operational Information and Hazardous Assets

Copying Assets

Using the Asset Search Utility

Adding Assets from a Microsoft Excel Spreadsheet

Using Transaction Currency

Setting Up Asset Management

Creating Asset Books and Asset Management Business Units

Defining Open Periods

Setting Up VAT Defaults and Other Delivered Tables

Setting Up Depreciation Processing Information

Defining Tax Information for Assets

Setting Up Additional Asset Management Components

Creating Asset Profiles

Setting Up the Capitalization Threshold Feature

Maintaining Leased Assets

Describing Lease Types

Defining Lease Payment Schedules

Creating Leased Assets

Defining Step Leases

Updating Lease Information

Generating Lease Reports

Adjusting, Recategorizing and Transferring Assets

Adjusting Asset Information

Reviewing Asset Cost History

Using the Financials Audit Framework

Recategorizing Assets

Transferring Assets Within a Business Unit (IntraUnit)

Transferring Assets Between Business Units (InterUnit)

Reviewing and Approving Asset Transfer Requests

Retiring and Reinstating Assets

Describing Asset Retirements

Retiring Assets Manually

Retiring Fully Depreciated Assets Automatically

Using the Disposal Worksheet to Retire Assets

Describing Retirement Integration with Other PeopleSoft Products

Reviewing the Net Book Value of Parent-Child Assets

Reinstating Assets

Maintaining Parent and Child Assets

Describing Parent and Child Asset Relationships

Adding Parent and Child Assets

Adding a Parent Asset as a Reporting Umbrella

Updating Basic Information for Parent-Child Assets

Adjusting Parent and Child Assets

Recategorizing Parent and Child Assets

Performing Transfers of Parent and Child Assets

Retiring Parent and Child Assets

Depreciating Assets

Describing How Asset Management Calculates Depreciation

Reviewing and Modifying Open Transactions

Performing the Depreciation Calculation Process

Describing the Remaining Value and Life-to-Date Depreciation Methods

Reviewing the NBV of Parent-Child Assets

Recalculating Depreciation and Executing What-If Calculations

Depreciating Assets - France

Configuring and Depreciating Assets Using the Derogatory Method

Creating Accounting Entries for Derogatory Depreciation

Configuring and Reporting Business Tax

Revaluing Assets

Running Statutory Reports

Depreciating Assets - India

Describing Depreciation Processing for India

Processing Tax Depreciation for India

Depreciating Assets - Japan

Descibing Japanese Depreciation Methods

Using the Extended Depreciation Worksheet

Using Special and Increased Depreciation Methods

Using Advanced Depreciation

Using Composite Depreciation

Setting Up Currency Rounding Options

Generating Local Tax Reports

Calculating Consumption Tax (VAT) When Selling Retired Assets

Maintaining Asset Book Information

Describing Asset Books and Required Information for Calculating Depreciation

Reviewing Changes Made to Asset Books

Planning for Capital Asset Acquisitions

Describing Asset Budgeting and Capital Acquisition Planning

Defining Capital Acquisition Plans (CAP)

Linking Assets to a CAP

Reviewing and Adjusting CAP information

Reporting and Charting Asset Information

Describing Asset Management Reporting Options

Generating Asset Management Reports from Batch Processes

Generating Asset Management Reports Online

Managing and Viewing the Asset Component Hierarchy

Generating Asset Management Charts

Allocating Depreciation Expense

Describing Depreciation Allocation

Defining Transaction Groups

Setting Up the Depreciation Allocation Business Process

Creating Allocation Entries

Generating Asset Accounting Entries

Creating and Reviewing Asset Accounting Entries

Summarizing Cost Rows

Closing Depreciation

Closing Asset Accounting Periods

Listing Common Month-End Processes

Validating and Securing ChartFields

Integrating with PeopleSoft General Ledger and Other PS Products

Defining the General Ledger to Accept Journal Entries

Defining the Link Between Asset Management and General Ledger

Running the Journal Generator Process

Integrating with PeopleSoft Purchasing and Payables

Using On-Demand Processing

Consolidating and Unitizing Assets

Running the Transaction Loader Process

Integrating with Project Costing, Billing, Strategic Sourcing, and Budgeting

Performing Mass Changes to Assets

Describing Mass Changes to Asset Information

Defining a Mass Change

Running the Mass Change Process

Reviewing the Results of a Mass Change

Running the Transaction Loader Process

Final Course Activity

Defining the Control Tables Needed to Perform Transactions

Performing Functions to Create Open Transactions

Calculating Depreciation on Open Transaction

Creating Accounting Entries and Running Depreciation Close

Running the Journal Generator Process

Viewing Results

Introduction:

•  Introduction to Peoplesoft

•  Architecture of Peoplesoft

•  Navigating overview

•  Using search keys, search pages

•  Working with pages

•  Adding and updating data using PeopleSoft action types

•  Basic set up’s and installations in PeopleSoft financials

Modules

Accounts Payables

•  Managing vendors

•  Entering vouchers

•  Managing vouchers

•  Processing payments

•  Batch processing

•  Inquiries

•  Configurations

Purchasing order

•  Creating PO

•  Processing PO

•  Managing PO

•  Managing PO change orders

•  Managing Return To Vendor (RTV)

•  Managing Receipts

•  Configurations

E-procurement

•  Creating requisition

•  Managing requisition

•  Reconciliation workbench

Asset Management

•  Adding and maintaining assets

•  Maintaining parent and child assets

•  Adjusting and transferring assets

•  Working with composite assets

•  Working with leased assets

•  Working with asset budgeting

•  Retiring assets

•  Depreciating assets

•  Using user defined depreciation

•  Creating accounting entries

•  Integrating with other PS modules

•  Changing assets in mass

PS Query

Process Scheduler Security

Overview of Technical concepts

HRMS

•  HRMS Products and Business Processes

•  Architecture (PIA - Pure Internet Architecture)

•  Personalization & Navigation

•  Anatomy of Components, Table Driven Architecture

•  Effective Date, Sequence & Actions

•  SetID, Business Unit, Record Groups and TableSet Sharing

•  Security - User Profiles, Roles & Permission Lists

•  HCM Row Level Security

•  Translate Table, Control Tables & Transaction Tables

•  Foundation Tables (Installation Table, Company, Departments, Locations, Establishments, Frequencies,

•  Job Codes, Pay Groups, Salary Admin Plan, Grade, Step, Compensation Rate Codes, Holiday Schedules..)

•  Personal Data

•  Organizational Relationships & Employee Records

•  Job Data

•  Action & Reason Codes

•  Contracts

•  Position Management

•  Template-Based Hires (Smart Hire)

•  Check Lists

•  Monitor Health & Safety

•  Fundamentals of HR Reporting - Point of Time & Period Of Time Reporting

•  Scheduling/Running Reports & Processes

•  ESS & MSS

NA Payroll

•  Overview of Business Process

•  Foundation Tables

•  Employee Information

•  Payroll Processing Tables

•  Bank related Tables

•  Pay Groups

•  Earnings Codes and Earnings Programs

•  Shift & Rate Code Tables

•  Deductions

•  General Deductions

•  Benefit Deductions

•  Tax Tables

•  Balance IDs

•  Pay Run IDs

•  Pay Calendars

•  Pay Sheet Creation

•  Pay Calculation

•  Pay Confirmation

•  Off-Cycle Processing

•  Manual Checks

•  Check Reversal/Adjustment

•  Final Check Process

•  ePay

Base Benefits

•  Business Process Overview

•  Phases of the Benefits Process

•  Deductions for Benefit Plans

•  Setting Up Benefit Plans

•  Plan Providers

•  Coverage Codes

•  Coverage Group Codes

•  Benefit Rate Types & Rates

•  Coverage Formulas

•  Annual Benefit Base Rates (ABBR)

•  Calculation Rules

•  Health Plans

•  Life Plans

•  Disability Plans

•  Savings Plans

•  Leave Plans

•  Pension Plans

•  Vacation Buy/Sell Plans

•  Flexible Spending Accounts

•  Benefit Programs

•  Cloning Benefit Program

•  Dependents and Beneficiaries

•  Assigning Employees to Benefit Programs

•  Enrolling Employees in Benefit Plans

•  Benefits Billing

•  Processing Leave Accruals

•  COBRA

•  HIPAA (Health Insurance Portability and Accountability Act)

•  Using Multiple Jobs With Benefits

•  eBenefits Self Service Functionality with Base Benefits

INTERNET ARCHITECTURE

•  Web Server (& concerned Servlets),

•  Application Server (& concerned server processes, domains, listeners, handlers, Queues,…)

•  Web Browser

•  Batch Server

•  Database Server

APPLICATION DESIGNER

•  Understanding & Using Application Designer

•  Working with Projects

•  Creating Field Definitions

•  Creating Record definitions

•  Building SQL Tables & Views

•  Creating page definitions

•  Creating Component Definitions

•  Creating menu definitions

•  Registering a Component

•  Testing the Application

•  Migrating Projects from DEV/Testing to Testing/Production Environments

PEOPLE CODE

•  People Code Overview

•  Understanding the Language (Language Structure, Data Types, Comments, Statements, Functions, Expressions, Variables, Operators,….)

•  Objects and Classes

•  Referencing Data in the Component Buffer

•  Accessing the Data Buffer

•  PeopleCode and the Component Processor

•  PeopleCode and Pure Internet Architecture

•  Using Methods and Built-In Functions

•  Working With File Attachments

•  Accessing PeopleCode and Events

•  Using the PeopleCode Editor

•  Using the SQL Editor

•  Creating Application Packages and Classes

•  Debugging

COMPONENT INTERFACE

•  Component Interface Architecture

•  Component Interface Attributes (Keys, Properties, Collections and Methods)

•  PeopleCode Behaviour and Limitations in CI

SECURITY

•  User Profiles, Roles & Permission Lists

•  Field, Row & Table/Query Level Security

PROCESS SCHEDULER

•  Process Scheduler Architecture & Components

•  Submitting and Scheduling Process Requests

•  Understanding Run Control IDs

•  Process Monitor

•  Jobs and Job Sets

APPLICATION ENGINE

•  Application Engine Overview

•  AE Program Elements

•  Understanding state records

•  Actions

•  Sections

•  Set Processing

•  Meta SQL

•  Running of A.E (Different ways)

SQR

•  Overview of SQR

•  Creating Headings and Footings

•  Selecting Data from the Database

•  Using Column Variables

•  Using Break Logic

•  Adding Declarations Using the SETUP Section

•  Using Dynamic SQL and Error Checking

•  Testing and Debugging

XML PUBLISHER

QUERY

CRYSTAL REPORTS

FILE LAYOUT

TREE MANAGER