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PeopleSoft HCM 9.2 Business Process Maps

The document provides business process maps for PeopleSoft Human Capital Management 9.2. It includes process maps for recruiting, planning recruiting, recruiting applicants, creating job requisitions, and evaluating and selecting applicants. The maps show the key steps and roles involved in each process.

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PeopleSoft Human Capital Management 9.2 Business Process Maps March 2013
PeopleSoft Human Capital Management 9.2 Business Process Maps CDSKU hcm92bpms Copyright © 1992-2013, Oracle and/or its affiliates. All rights reserved. Trademark Notice Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. License Restrictions Warranty/Consequential Damages Disclaimer This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. Warranty Disclaimer The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. Restricted Rights Notice If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. Hazardous Applications Notice This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.
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Recruiting Analyze Recruiting Human Resources VP Human Plan Recruiting Resource Manager Recruiter Recruit Applicants Evaluate and Hire and Enable Select Applicants Resources Line Manager Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 5
Plan Recruiting Define Organization Competencies and Accomplishments Define Recruiting Create Assess Workforce Analyze Recruiting Goals and Competency Competencies Measurements Strategy Human Resource Manager Analyze Pool of Create Available Recruiting Applicants Strategies Analyze Recruiting Processes and Channels Recruit Applicants Recruiter Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 6
Recruit Applicants Human Resource Plan Recruiting Manager Human Analyze Recruiting Resources VP Create Job Post Job Evaluate and Line Manager Requisitions Requisitions Select Applicants Receive and Track Recruiter Attract Applicants Applications Search for Jobs Apply for Job Candidate Self-Service Self-Service Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 7
Create Job Requisitions Human Resource Plan Recruiting Manager Plan Headcount Yes Resubmit for Approval (FPS) Select screening Associate notes Create new job questions for online Request job opening and attachments opening applicants approval as needed Create New Job Create New Job Create New Job Create New Job Line Manager No Opening Opening Opening Opening Job Opening Screening Request View list of existing and/or Check job opening Clone Post Job Request Recruiter to prior job openings, if needed approval status No No existing job Requisitions headcount? create job Search Job Openings Pending Approvals opening? opening? Browse Job Openings Modify cloned job Yes Clone existing job requisition to meet opening requirements Yes Search Job Search Job Openings Openings Receive notification Recruiting of job opening Review, update, Approval approve or deny pending approval request for job Authority Pending Approvals Pending Approvals Worklist No Review and update Modify Existing existing job opening in Opening progress Search Job Openings Select person or non- Create new job Create New person profiles for base opening Job Opening requirements Create Job Opening Check job Create Job Opening Select pre-screening Associate notes Request job Recruiter opening and screening and attachments Ready to opening approval status View list of existing questions for rating as needed submit for Yes approval Pending and/or prior job online applicants Manage Job approval? Pending Approvals openings Clone existing job Modify cloned job requisition Screening Openings Approvals How to create Clone Existing Search Job opening to meet requirements job opening? Job Opening Openings Search Job Openings Search Job Openings Search Job Postings Create from Create job opening based on Resubmit for Approval Open Position open position Create Openings from Positions Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 8
Post Job Requisitions Identify internal or external Company Web Sites websites for posting Identify recruiting Recruiting agencies for Agencies posting job opening Line Manager Review job postings by Receive posting job board, if needed Identify job Post job opening Integration with third party Create Job Where to confirmation(s) Manage External Job Board boards for Manage External using PeopleSoft's Open Requisitions post job? Manage External Postings posting Postings Integration Framework (OIF) Postings Search Postings Full Text Vacancy (USF) Identify Services Integration with PeopleSoft Post job opening Services Procurement for Services Procurement using Manage External Procurement posting job PeopleSoft's Open Postings opening Integration Framework (OIF) Identify internal or external Company Web Sites websites for posting Identify recruiting Recruiting agencies for Agencies posting job opening Recruiter Review job postings by Receive posting job board, if needed Identify job Post job opening Integration with third party Where to confirmation(s) Manage External Job Board boards for Manage External using PeopleSoft's Open Attract Applicants post job? Manage External Postings posting Postings Integration Framework (OIF) Postings Search Postings Full Text Vacancy (USF) Identify Services Integration with PeopleSoft Post job opening Services Procurement for Services Procurement using Manage External Procurement posting job PeopleSoft's Open Postings opening Integration Framework (OIF) Search for Candidate Jobs Self- Service Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 9
Search for Jobs Self-Service Search hard Search Print Media copy publications Attend Attend recruiting Recruiting Event event or job fair Register for job Where to View job board and search for Visit Job Boards postings directly provide profile job? on job board information Candidate View job Search postings on the Internet other external websites Email job posting Apply for Job Send job Apply for job Self Service to a friend to friend Careers Search job postings Search directly on company Review job Choose Save job Save job to list Company website postings action to list Careers Website Careers Careers Job Search Register as a new Register Choose applicant as applicant action Careers Subscribe to potential employer's Receive and review list of Set up automatic job search agent job postings job search Careers Careers Provide email Recruiter Process applicants’ notification for jobs Post Job automatic job searches found that match Requisitions Run Job Search Agent applicant criteria Subscribe to potential employer's Set up automatic Receive and review list of job search agent job search job postings Careers Careers Save job Save job to list to list Careers Employee Search job postings Review job Search Company directly on company Choose Send job Email job posting to a friend postings Internal Careers Site website action to friend Careers Careers Careers Refer a friend Refer a friend Careers Apply for job Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 10
Attract Applicants Advertise job openings in Advertise media publications Receive Track inquiries or correspondence and Receive referrals in contacts Inquiries or Referrals person or via Contact Notes phone or email Manage Applicant Track Record general Contact Create list of correspondence expenses Participate in potential Participate in applicant leads to and contacts associated with Receive and Track job fair or applicants by Recruiting Events qualify Contact Notes recruiting Applications recruiting event email, phone, Applicant Lists Manage Search Job fax or mail Applicant Openings Recruiter Search applicant Choose how database for Review applicant Search Applicant to source individuals meeting search results Database applicants criteria Find Applicants Find Applicants Search the internet for Search the Internet applicant leads Find Applicants Review hot job Define "hot jobs" history and update Create/Review criteria amounts and Hot Jobs Hot Jobs timing of awards Hot Job History Post Job Line Manager Requisitions Define the conditions under Set up the amounts and Create or update a referral Select the employee eligibility Create which an employee is eligible timing of awards in the program ID, description, and award category rules that Employee Referral for award payment under the category for both ERPs effective date, and some Employment Program Employee Referral Program and hot Jobs business rules are in effect for the program Coordinator Employee Referral Program Employee Eligibility Rules Award Category Rules Employee Referral Program Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 11
Apply for Job Self-Service Mail hard copy Mail Resume of resume Fax copy of Fax Resume resume Search for Jobs Method of Email Email copy of Prompted by Print Media or Recruiting Events Self-Service application? Resume resume Provide Upload Resume a resume online Apply Careers Directly Online Prompted by Transfer applicant to Send applicant External online application Select the profile to Register as a Create a resume Job Boards form pre-populated Choose positions for company new applicant Paste Resume Text online Candidate or Internet with information action which to apply recruiting Careers Careers provided by process applicant No Search job Select jobs in Search Job Postings postings which to apply Careers Careers Provide additional Integration with third party attachments to support using PeopleSoft's Open Provide attachments job application Complete pre-screening Integration Framework (OIF) Apply for a job Pass Careers Apply for a Job questionnaire Careers pre-screen? Careers Receive Yes confirmation that the resume was received Provide Provide Provide Provide Careers Respond to View a summary of the Verify contact competency and employment references referral Submit online screening Choose View jobs applied for, and Prompted by Externally Exposed Job Postings on Company Website information accomplishment and training and personal source application questions action activity the application status Careers information history data information Careers Careers Careers Careers Careers Careers Careers Track correspondence received from applicants Contact Notes Receive and Track Recruiter Manage Applicant Applications Administer Referrals Track Duplicate Referrals Confirm or cancel the referral initiated by the Employee Choice to Seek Job Opportunity applicant Confirm Referral Employee Select job Review the eligibility and opening and award payment status for Employee Choice to Refer a Friend create a referral each applicant referred Refer a Friend Check Referral Status Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 12
Receive and Track Applications Candidate Apply for Job Self-Service Extract resumes from Process Emailed Resumes emails Load resumes received in Parse resume using third-party Notify applicants that Choose electronic format resume extractor and resumes have been Yes resume Load Resumes Load Resume PeopleSoft’s Open Integration added to the applicant option Manage Resumes Framework database Employment Coordinator Create resume receipt Resume Identify or update acknowledgments and send to parsing No applicant information applicants available? Add New Applicant Generate Recruitment Letters Send Correspondence Create an Add or update individualized checklist Record information about how competencies and for a particular Review summary of applicants the applicant was referred to accomplishments applicant for whom Applicant Summary by Job the organization Add New Applicant recruitment activities Applicant Summary by Source Add New Applicant Application Details are tracked Applicant Checklist Attract Recruiter Applicants Line Manager Evaluate and Select Applicants Human Analyze Recruiting Resources VP Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 13
Evaluate and Select Applicants Recruiter Recruit Applicants Source Applicants Review Applicants Screen Applicants Schedule Perform Pre-Hire Present and Interviews Activities Manage Offers Human Resources VP Analyze Recruiting Conduct Line Interviews and Hire and Enable Manager Select Final Resources Candidates Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 14
Source Applicants Search leads and Search Leads contacts for potential Attract Applicants and Contacts Review applicant status, resume, applicants Review applicant data and / or applicant profile Recruit Search Applicants Applicants Search internal database for Review list of potential Choose Search Internal applicant suitable for a job candidates based on Review correspondence notes information to Review Correspondence Notes Review Applicants Applicant Database requisition search criteria Search Applicants review Search Applicants Search Applicants Review Application Review Application Search Applications Define search criteria and create Review list of potential Create automated search candidates identified by Automated Recruiter Saved Searches automated search agent Search Agent Run Automatch Search Search Applicants Where to look for applicants? Receive potential candidates Review list of potential Review Potential identified by Job Boards using candidates provided by Candidates Sent PeopleSoft's Open Integration Job Boards from Job Boards Framework (OIF) Search Applicants Receive potential candidates Review Potential Review list of potential from PeopleSoft Service Contingent Workers candidates provided by Procurement using from Services Services Procurement PeopleSoft's Open Integration Procurement Search Applicants Framework (OIF) Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 15
Review Applicants Route applicant information to Receive and track reviewer Update applicant information and Route appropriate parties for additional review recommendations and details disposition status Choose Keep applicant Applicant Manage Applicant Manage Applicant Manage Applicant action in consideration Information Manage Job Opening Manage Job Opening Manage Job Opening Manage Applications Manage Applications Manage Applications Line Manager Link applicants to requisitions Reject applicant Link Choose Manage Applicant Applicant action Manage Job Opening to Job Manage Applications Update applicant disposition for a given job Reject Manage Applicant Applicant Manage Job Opening Manage Application Update applicant disposition Add applicant to list Send rejection letter to Document for a given job Reject of rejected applicant(s) correspondence Manage Applicant Applicant applicants Send Correspondence with applicant Forward applicant to Manage Job Opening Manage Applicant Generate Recruitment Letters Contact Notes Source Applicants another recruiter or Manage Application Forward individual Forward Applicant Reject Applicant Review applicant status, resume, and/ Review or applicant profile Application Manage Applicant Review Questionnaire Results Route applicant Receive and track Route information to reviewer Choose Applicant Choose appropriate parties recommendations action Information action Manage Applicant and details Recruiter Add applicant to a Forward Applicant Manage Applicant Choose Add Applicant list action to a List Manage Applicant Keep applicant Review Notes / in consideration Review correspondence Correspondence Link applicants to history/attachments Link Applicant Notes job, if needed Contact Notes to Job Manage Applicant Update applicant information and Request further Document disposition Screen Applicants Send applicant information correspondence sent status Correspondence Send and received Manage Applicant Correspondence Contact Notes Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 16
Screen Applicants Schedule Interview Provide Certificate of Eligibles and candidate referral list to the hiring official No Override rankings for Review list of highly Print the competitive or non- Create candidate Create Certificate qualified applicants; Certificate of competitive referral list of Eligibles No adjust rank if needed Eligibles report Review Rate applicant Review list of applicants Candidate Certificate of Review list of applicants Job Opening Certificate of Screening requirements competencies and applicants who meet or Job Opening Evaluations List Eligibles Recruiter Review Applicants who applied for a specific Screening USF Screening Eligibles USF No met by applicant accomplishments exceed the final Screening job requisition applicants? applicants? Job Opening Job Opening Ranking screening criteria Job Opening Screening Screening Applicant Rating Job Opening Screening Yes Yes Validate applicant’s Identify the applicants who Categorize and rank qualifications using Create ranking plan have priority placement rights Need to rank applicants per ranking Crediting Plan Yes Job Opening Job Opening Screening candidates? plan Job Opening Screening Process Priority Placement Job Opening Screening Screening Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 17
Schedule Interviews Review list of Review candidate application Record decision to Conduct Interviews Update candidate Create interview and Select Final candidates associated information, resume, interview, hold, or reject the information, status, or schedule for selected Candidates Schedule Interviews with a job opening disposition and status history candidate disposition candidates Manage Applicant Manage Applicant Manage Applicant Manage Applicant Schedule Interview Job Opening 360 Manage Application Manage Application Send notifications to Document correspondence participants of the sent Line Manager scheduled interview Manage Applicant Manage Applicant Send Correspondence Review list of candidates Review candidate Confirm Receive notification and recommended for application information, candidates confirm interview schedule interview for a job resume, disposition and for interview Interview Calendar opening status history Manage Interview Team Schedule Manage Applicant Manage Applicant Applicant Interview Notifications Receive notification and Employee confirm interview schedule Interview Calendar Interview Team Schedule Interview Notifications Receive and manage interview notification and Candidate confirm interview Careers Interview Notifications Review feedback, Route candidate Review resume, and/ or Document information to Application applicant profile Send notifications to correspondence sent to Route candidate interviewers Manage Applicant participants of the interviewers and interview list for job to Manage scheduled interview candidates Screen Applicants hiring manager Applicant Manage Applicant Manage Applicant Manage Applicant Forward Send Correspondence Review candidate Applicant Review disposition status History history Manage Applicant Review list of Create interview Recruiter candidates for a job Update candidate schedule for associated with a Review correspondence Record decision to interview, Choose Review information, status, selected job opening history and attachments hold, or reject the candidates action Correspondence or disposition candidates Manage Applicant Contact Notes Manage Applicant Manage Applicant Schedule Job Opening 360 Interview Candidate Listing Contact applicant for follow-up, further Document correspondence Send Correspondence screening or information sent and received Send Correspondence Manage Applicant Send Correspondence Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 18
Conduct Interviews and Select Final Candidate Send rejection Update applicant notifications Track Reject disposition for a Generate Recruitment correspondence Candidate given job Letters Contact Notes Manage Applicant Send Correspondence Select candidates Update final for pre- candidate Choose Line Manager employment information and action checks status Manage Applicant Manage Applicant Create candidate View interview Perform Review Review interview interview evaluation results, ratings and comprehensive review Prepare and Choose Select candidate schedules and record results recommendations of candidates in each conduct potential Final Provide information Interview Team Schedule Interview Evaluations Manage Applicant stage of the selection interview hires Candidate(s) candidate provided Interview Calendar Create Interview Evaluation process selection Evaluation Summary Manage Applicant information to recruiter Review Review scheduled Evaluate candidate and Prepare and candidate interviews provide recommendation conduct Interviewer information Interview Team Schedule Interview Evaluations interview provided Interview Calendar Create Interview Evaluation View a summary Provide of their scheduled Prepare and expense interviews, listed Candidate attend interview documentation, by job requisition if needed Careers View interview Capture costs claimed by Select candidates schedules by candidates by requisition Update candidate for pre- Perform By applicant Search Job Openings Select information and employment Pre-Hire Applicant Manage Applicant Evaluate Job Openings Final candidates status checks Activities Interview Team candidate and Manage Applicant Manage Applicant Schedule provide recommendation Create Interview View interview Evaluation Choose how schedules by Review candidate View interview Contact candidate and Track contacts, Recruiter Schedule By requisition Prepare and Choose to view conduct interview status and results, ratings and follow up on interview conversations and Interviews Requisition Interview Calendar potential schedule interview confirm complete recommendations and status correspondence Interview Team Create reminders hires Manage Applicant Manage Applicant Send Correspondence Contact Notes Schedule for interviewers to complete evaluations Update candidate Send rejection Interview Reject disposition for a notification Track correspondence View interview Review requisition Candidate given job Manage Applicant Contact Notes By Evaluation schedules by interview status and Manage Applicant Send Correspondence Applicant Reminder applicant list confirm complete List Manage Applicant Search Job Openings Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 19
Perform Pre-Hire Activities Review and/or Access provider website Review status of request Conduct Interviews Need to verify references Review results of pre- Update candidate and request candidate for pre-employment and Select Final request No for the selected employment inquiries status inquiries inquiries Candidates references? applicant Preemployment Check Manage Applicant Preemployment Check Preemployment Check Manage Applicant No Yes Line Manager Send application information Receive applicant Make offer? Yes Receive request status from to preemployment verification information from provider Send an email to provider using the Open provider using the Open using the Open Integration the applicant Integration Framework (OIF) Integration Framework (OIF) Framework (OIF) requesting references Manage Applicant Capture pre-employment check expenses provided by pre- employment verification provider Provide reference Receive request Candidate information for references Careers Review status of Send an email to the Review results of Review and/or Access provider request for pre- applicant requesting Track pre-employment Provide feedback references for the website and request employment Present and references correspondence checks and selected applicant candidate inquiries checks Manage Offers Send Contact Notes Preemployment recommendations Manage Applicant Preemployment Check Preemployment Correspondence Check Check Yes Send application information Receive applicant Recruiter Need to Receive request status from to preemployment verification information from provider request No provider using the Open provider using the Open using the Open Integration references? Integration Framework (OIF) Integration Framework (OIF) Framework (OIF) Capture pre-employment check expenses provided by pre-employment verification provider Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 20
Hire and Enable Resources Evaluate and Line Manager Select Applicants Close Job Recruiter Requisitions Enter New Hire Enable New Hire Information (Onboard) Human Resource Specialist Manage Recruiting Expenses Human Analyze Recruiting Resources VP Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 21
Enter New Hire Information Evaluate and Line Manager Select Applicants Close Job Recruiter Requisitions Add new hire by selecting pre- configured template and Use Smart HR Review transaction status View transaction details Create list containing hiring completing simple data entry Template Transaction Status Manage Transactions CAN information Smart HR Template Smart HR Transactions Hire Report CAN Identify work location, job, labor, payroll, Print the letter to be signed by Identify applicant's personal Hire Applicant as salary plan and compensation both employee and employer on information New Employee information or before the first day of Manage Hires ITA Manage Hires employment Job Letters (ITA) Receive notification Hire Letter ITA from Recruiting to Add a new employment Perform Identify work location, job, labor, payroll, perform Hire organizational instance for a Concurrent Hire salary plan and compensation Person or Hire Person information Add Employment Instance Create or update Contracts as Employee Add Employment Instance New Employment Instance ESP Update Contracts Update Contracts ESP Create a new contingent worker Identify work location, job, labor, payroll, Hire organizational instance for a Country- salary plan and compensation Contingent Person specific Send Contrata File ESP information - contingent Worker Add Contingent Worker Instance tasks Print Contrata XML File ESP Review list of Add Contingent Worker Instance New Contingent Worker Instance individuals that need hiring process to be completed Manage Hires Identify work location, job, labor, payroll, Manage Contrata Response File Hire/Transfer Review and/or update personal ESP salary plan and compensation Existing information Read External XML File ESP information - existing Employee Manage Hires Review External XML File ESP Manage Hires Create an Additional Add an assignment record for a Assignment for person Print Contracts ESP an Employee or Add Additional Assignment Print Contracts ESP Contingent Concurrent Hire USF Worker Identify work location, job, labor, payroll, Identify applicant's personal Communication to Social Rehire salary plan and compensation information - rehire Human Former Employee information - rehire Security ESP Manage Hires Create AFI File ESP Resource Manage Hires Specialist Review and Choose verify data before No action performing hire? Record the Validate the hiring Create legal Update the seniority bonus process by comparing Track supporting Hire Create employee ID and identify relationship between employee code and the the employee's Headcount hiring documents French Public personal information employee and record seniority Yes competencies to those End allocated? Supporting Sector Manage Hires organization Employee equivalent that are required for Yes Documents FPS Manage Initialize Status FPS Record FPS Hiring Seniority the assigned job code Bonus FPS Validate Hire FPS Recruiting Expenses Review applicant's Check to see if Concurrent Hire Create new employee record, assign Verify that the hire hire detail applicant exists of Existing Employee status and civil service position action selected is information previously in French Public Sector Add Concurrent Empl Record FPS Delete and archive appropriate Manage Hire system No applicant data Manage Hires Details Search for People Delete ID FPS Enable New Identify the terminated employee Hire (Onboard) Rehire to rehire French Public Sector Re-Hire Employee FPS Record employee Assign Employee to Available Post Create employee ID Define employee Enter employee data Enter child and family allowance Search Post Plan Post Edit Request – Staffing (GPS) Hire German and identify personal grade and step Add contract data disability data Administer Post Plan Job Data – Dependent Information (GPS) Search Post Plan - by Payee (GPS) Run Automated Post Assignments (GPS) Public Sector information Grade Step Update Contracts Regional Administrate Plan (GPS) German Public Child Allowance Administration (GPS) Search Post Plan - by Post (GPS) Search Unassigned Payees (GPS) Manage Hires Information (GPS) Disability Sector Work or Close Assignment Lists (GPS) Identify compensation, Identify employment-related Identify education, union Review new hire information and Create hire record for Federal employee Print PAR request and Notice to Identify job, position, benefits Hire New Identify personal information earnings, and distribution dates such as service affiliations and security status and record general administrative details Employee and retirement information Employee USF New Employment Instance USF details computation and WIGI dates clearance New Hire USF New Employment Instance USF New Employment Instance USF New Employment Instance USF Add Employment Instance USF New Employment Instance USF New Employment Instance USF New Employment Instance USF New Hire Error USF Add Employment Instance USF Add Employment Instance USF Add Employment Instance USF Add Employment Instance USF Add Employment Instance USF Add Employment Instance USF Review New Hire Stats USF Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 22
Close Job Requisitions Enter New Hire Information Review all active employees who were hired or rehired in a given time Analyze information on Analyze ethnic and gender group period and conforms to federal recruitment and hiring USA movement and advancements reporting requirements practices Job Group Movement Analysis PRWORA-New Hire (USA) Adverse Impact (USA) PRWORA-Newhire Create and review DIMONA hire notifications to be sent to the Belgium Social Security office (RSZ) in the BEL form of flat files Human Create DIMONA Notification (BEL) Resource Review DIMONA Notification (BEL) Which Specialist country? Review a breakdown of job offers versus application by UK-specific GBR ethnic groups and by gender Adverse Impact (UK) Create report of people with special ITA hiring categories Special Hiring Category ITA Human Analyze Recruiting Resources VP Review the eligibility and award payment status for Employee each applicant referred Check Referral Status Perform country-specific tasks Analyze Review requisitions, and Recruiting capture recruiting Close requisitions for expenses positions that have been Choose Job Opening Status filled actions Job Opening Cost Job Openings Analysis View duplicate Evaluate and update View and approve Manage View and override referrals and adjust eligibility employee View audit list of awards that have the referral eligibility and award award amounts and determine award manual overrides and status of "Needs awards information for among eligible status the change details Approval" referrals as needed employees Process Referral Review Override Audit Approve Employee Administer Referrals Track Duplicate Programs Awards Referrals Recruiter Receive notification of payment Send published by NA Payroll Yes corrected No EIP Name: Payroll Issued awards? eRecruit Payment Review and correct Receive results of validation of requested awards that are Provide award payment awards published by NA Payroll rejected by PeopleSoft data to payroll EIP Name: eRecruit Request for Payment Payroll for North Process Referral EIP Name: Acknowledgment/Verification America Programs of eRecruit Payment Review Rejected Awards Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 23
Enable New Hire (Onboard) Create Global Track Global Assignment Assignments Relocate Maintain Employee Data New Hire Record Office/Phone Maintain Employee Data Information Choose Human Enter New Hire Request Provide Help Desk onboarding Information Resources Support Resource actions Specialist Schedule Deliver Learning Training Enroll in Manage Benefits Benefits Enrollment Plan Performance Determine Individual and Career Development Goals Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 24
Analyze Recruiting Human Resource Plan Recruiting Manager Hire and Enable Resources Recruiter Evaluate and Select Applicants Human Resource Recruit Applicants Specialist Generate Data Recruiting Administrator Intelligence Human Analyze Recruiting Performance Resource Analyst Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 25
Analyze Recruiting Performance Generate Data Recruiting Administrator Intelligence Review all active employees who Breakdown expense Analyze information on were hired or rehired in a given time Analyze ethnic and gender group types and amounts for a recruitment and hiring period and conforms to federal USA movement and advancements job opening practices reporting requirements Job Group Movement Analysis Job Opening Cost Adverse Impact USA PRWORA-New Hire (USA) Analysis PRWORA-Newhire Create and review DIMONA hire notifications to be sent to the Belgium Choose Social Security office (RSZ) in the BEL country form of flat files Create DIMONA Notification (BEL) Review DIMONA Notification (BEL) Review a breakdown of job offers versus application by UK-specific GBR Human ethnic groups and by gender Adverse Impact (UK) Resource Specialist Create report of people with special ITA hiring categories Special Hiring Category ITA List all vacant budgeted positions USF Vacant Budgeted Positions Review additional details about the recruiting process Human Resource Plan Recruiting Manager Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 26
Deployment Respond to Employee Maintain Plan Deployment Lifecycle Employee Data Actions Manage Health and Safety Human Resource Specialist Track Global Assignments Manage Absences Time and Labor Manage Time and Administrator Labor Payroll Administrator Manage Payroll Travel and Expense Manage Expenses Manager Enterprise Help Provide Help Desk Desk Agent Support Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 27
Plan Deployment Respond to Create Human Define and Employee Organizational Manage Positions Lifecycle Resource Structure Actions Specialist Headcount Plan Headcount Manager FPS Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 28
Define and Manage Positions Review summary of Position position information Position Summary Define position information, including title, description, location, company, department, hours, headcount, etc. Add or update position information and Review information about employment-related information Update incumbents in a Position Data Add/Update employees currently or Add/Update Position Info position. Classification Standards USF Positions Review? History previously assigned to a Identify Key Positions Add/Update Position Info Job Codes position Identify Key Positions USF Occupational Series USF Position History Official Position Titles USF Organizational Posn Titles USF Rate Code Details Review prior or current Create department, job code, or budget summary position budgets using total salaries information and budgeted FTE's for positions Decide Update Budget Budget Status with an approved budget status if need to? Department Status Budget Check by Position Update Dept Budget Data FTE Budgets Budget Status by Position Budget Status by Document ID Human Send HR position data to FSCM Resource EIP: POSITION DATA; Perform real-time budget check POSITION_FULLSYNC; Budget Check Position by position Specialist POSITION_SYNC Review a list of all Budget Check by Position positions currently open Vacant in a department Position Vacant Budgeted Positions Create Build Organizational Structure Organizational Review organization Structure structure reports Active/Inactive Positions Active/Inactive Positions USF Active Position History Active Position History USF Exception/Override Exception/Override USF Mass Org Exception Reports Report (USF) Incumbent History Incumbent History USF Job Code USF Job Code & Position Audit Occupational Series USF OF8 Report USF Position Status Position Title Table USF Vacant Position Vacant Position USF Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 29
Create Organizational Structure Create organization structure reports Active/Inactive Positions Active/Inactive Positions USF Active Position History Active Position History USF Create organizational Exception/Override Human Create organizational chart based on position Exception/Override USF Resource Define and Identify direct or indirect report to validate structure Mass Org Exception Report (USF) Specialist Manage reporting relationships structure Build Organization Chart Incumbent History Positions Build Position Structure Create Organizational Apply Changes (USF) Incumbent History USF Report Build Department Job Code USF Organization (USF) Job Code & Position Audit Occupational Series USF OF8 Report USF Position Status Position Title Table USF Vacant Position Vacant Position USF Headcount Manager Plan Headcount FPS Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 30
Respond to Human Create employee Resource Organizational lifecycle Specialist Structure actions View the CAECs to which a View a summary of CAEC Grades grade belongs headcount and recorded CAEC / Grade moves by CAEC Budget Line Detail View transfers of budgeted headcount that result in Transfers Identify the budget line authorized Retrieve the AHM and all Budget Line View information for each CAEC Record the details of the Finance Identify budget line data, Calculate the authorized budget Calculate the authorized budget Lock in headcount on Distribute headcount mass freezes and transaction Perform Annual and associate a grade with a Act, including the initial Finance including budgeted headcount, headcount from the budgeted headcount management from the one CAEC to overstaff between departments Need to freezes, and view usable Headcount Planning CAEC Act and any amendments for each CAEC headcount authorized budgeted headcount another CAEC Budgeted Headcount review? headcount View lock-ins of authorized CAE Category Fact with BL on Request Fact with BL on Request Budget Line Detail Budget Line Detail Budget Line Detail AD Budget Line Detail headcount budget that CAEC / Grade Lock-Ins result in authorized headcount management Budget Line View View actions captured in employee records and each actions impact Review a summary of Budget Line Detail headcount and recorded Summaries moves by CAEC Budget Line View Set up CAE Create headcount data Build the Create Cube cube for cube analysis CAE cube For Analysis CAE Cube Set Create Waged Hdct Calculate Up Cube(12m.) CAE Cube Review and analyze Create a list of employees in a Calculation Nominal headcount calculation results department Results Headcount Headcount Results Update the counter of the Nominal Headcount Review overview of the budget Review Budget Finance Act for one or all budget line info Line Detail lines Budget Line Summary Review budgeted headcount Update Counter Calculate FTEs per grade and Calculate Workforce Need to FTEs by Dept Need to Budgeted authorized by department and department Need to? Monthly or as Needed calculate? and Grade review? Headcount by Dept the calculated headcount Calculate FTE Lists the grades that do not BHAS Identify CAEC grade belong to any CAEC or grades Audit and discrepancies (one grade registered in multiple CAECs Review Grade s registered in several CAECs) Calculate headcount per Summarize headcount per Orphan Grades Headcount by Headcount CAEC Audit grade and department CAEC and department Grades Over Various CAEC Dept and Grade Summary Employees/Grade and Dept Headcount/CAEC/Dept. Review CAEC summaries Review CAEC CAEC Summary Summaries Average Index/CAEC Headcount Manager Archive the CAE data Need to? Archive CAE Storage Obtain Headcount Request a CAE allocation based on from another headcount available in another Department department/budget/category or Category CAEC Locking Ins Exceed Budgeted Authorizes overstaffing in a CAEC Headcount Overstaffing Request a CAE How to Identify Headcount allocation for a obtain for New Hire new hire allocation? Retrieve one FTE from available CAE Allocation Available headcount for new hire and update Budgeted balance Headcount CAE Allocation Review list of all CAE with an end Review the status of date or list of CAE to be Allocation the allocation or Future/Pending deallocated Hire and Enable Summary deallocation procedure Deallocations New Hire All CAE to be Deallocated Resources Procedures Links Other CAE Deallocate the headcount in the Allocate/Deallocate Identify Headcount current grade and reallocate to the Need to? Headcount for Grade Promotion new grade Deletes CAE if the allocation Need to Track Review CAE status CAE Change Need to Status stamp is denied delete changes Grade Change Advancement FPS summary review? Summary Delete CAE to? Track CAE Deallocate active CAE, i.e., make Update Allocation Due headcount available that has been to Temporary or designated for an employee that No Review list of CAEs Permanent Leave has discontinued service CAE Deallocation Leave or Update Job CAEs by allocated to an Termination Information Employee employee CAE/Employee Inquire View the actions that resulting Decide Delete from the last CAE change and if approval Yes Approved Headcount delete the corresponding given? Allocation Action updates Delete CAE and Related Actions Return Headcount Allocation Unlocks CAE once the margin is Obtained from another positive. Department or Category Reduction in Overstaff Approve or deny Need to approve/ headcount allocation Hire and Enable deny allocation for? New Hire for new hire Resource CAE Allocation Stamp Human Resource Approval Approve or deny allocation Track Authority Grade Change for new grade change Advancement FPS CAE Change Stamp Approve or deny Track Employee Leave or headcount deallocation Personal Termination CAE Deallocation Stamp Information Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 31
Maintain Employee Data Update Employee Information Track Seniority Update Compensation Update Job Information Track Tenure and Probation - USF Track Flexible Service and Tenure Respond to employee Track Faculty lifecycle Events actions Track Manage Advancement - health and Manage Health and FPS safety data Safety Human Grant Tenure - Resource Track Citizenship FPS Specialist Information Track Employment Decide Contracts if need to? Track global Track Global Review and assignments Assignments Report Job Summary Information Track Labor Relations Track Secondment Manage Contributions - Manage Absences FPS absence data Archive or Delete Employee Records - FPS Track and Report Regulatory Information Time and Labor Manage time Manage Time and and labor Labor Administrator Payroll Manage Manage Administrator payroll Payroll Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 32
Update Employee Information Review list of direct reports and select individual to review View Employee Personal Info View manager information Review direct Dir Rep Multi-Select Direct Line Reports report data Direct Rep Drill-Down Pending Approvals Direct Reports Alerts Employee Search Learning Direct Reports Phones Objective Alignment Org Chart Viewer Company Directory My Job Openings Oversee managerial Line Manager events and data Birthday Alerts Anniversary Alerts Manager Leave Summary View employee personal information Organization Directory View Employee Personal Info Scheduled Training View personal Phone Numbers Manager Expiring Licenses information for Email Addresses Open Positions an employee Emergency Contact Time Management Alerts Talent Summary Workforce Availability Employee Performance Location Change (USF) Review or update personal information - USF Maintain Review Change Requests (USF) personal Address Change (USF) information Phone Number Change (USF) Review or update personal information for Federal Marital Status (USF) Personal Information Summary Name Change (USF) Home and Mailing Address Phone Numbers Maintain Email Addresses Employee personal Instant Message IDs information Emergency Contacts Marital Status Name Change Ethnic Groups Complete and submit Section I of I-9 Form Complete and Submit I-9 Form Yes Complete Employee I-9 Form submission or New Create list of employees whose I-9 Forms are Print completed reverify/update existing I-9 record by detailing How Complete Section I due to expire or whose final I-9 document and submitted I-9 the employee's legally required document No to handle I-9 Print an I-9 form of I-9 form information must be received Forms information records? needed? I-9 Receipt/Expiration Report Print I-9 Forms Complete/Reverify EE I-9 Form Update Employee I-9 Record(s) Identify checklist items to use as a guide Complete employee for processing people checklist items Person Checklist Locate and review a person's record by Search for searching by national ID a person Search by National ID Identify employee's personal information Emergency Contact Emergency Contacts Report Disabilities Maintain Accommodation Data Manage Driver's License Data health and Manage Health and Credit Card safety data Safety General Comments Company Property Human Prior Work Experience Prior Career History FPS Resource Military Situation FRA Specialist Dependent Information Depdnt Identification Details Dependent Benef History FPS Decide Ethnic Group and Religion THA SGP MYS CHN if need to? Hukou, Working Life and Living Status CHN Political Status and Native Place CHN Track global Track Global Update Update basic employee information Volunteer Activities assignments Assignments Decide employee Modify a Person Bank Accounts if need to? information Smart HR Transactions Business Expenses Badge Birthdays Report Home Address Report Mailing Labels Report Documents (ITA) Company Codes (ITA) Person Organizational Summary Manage Manage Maintain a Person's POI Reltn Absences absence data Respond to Modify a Person employee Additional Names lifecycle Add a POI Relationship actions General Availability MIL Disabilities BRA Additional Information ARG Additional Information BRA Personal Information BRA Security Clearance Badge/Clearance Access Summary Time and Labor Manage time Manage Time and Administrator and labor Labor Payroll Manage Manage Administrator payroll Payroll Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 33
Update Job Information Create personnel action request or termination of position or leave of Employee absence Employee Request USF Request Termination (USF) Create personnel action request Supervisor Request USF Promote Employee (USF) Personnel Reassign Employee (USF) Action USF Reporting Change (USF) Retire Employee (USF) Review Change Requests (USF) Separate Employee (USF) Change employee full/part time Full/Part status Time Status Change Full/Part Time Status Change FTPT Status (USF) Change employee location Location Request Location Change Location Change (USF) Request employee termination Termination Terminate Employee Initiate a request for a job change Type of that requires Works Council action needed Job Change Line Manager for direct (Europe) Approval Request Job Change reports? Review Job Change Request Request an employee transfer Transfer Transfer Employee Request employee promotion Promotion Promote Employee Review reporting View employee Review status of job Request and review reporting View status of Reporting change status transfer employee change request changes promotion request Change View Reporting View Transfer Review Job Change Request Reporting Change View Promotion Status Change Status Status Request Provide 1st level of Mass-Approve job change Provide 2nd level of Approve employee Approve transfer authorization required Approve reporting changes requests authorization required for a promotion employee for a personnel action Human Resource Approve Reporting Change Approve Promotion Approve Transfer Job Change Request Approval 1st Rqst Authorization personnel action Approval WC Automatic Approval 2nd Rqst Authorization USF USF Authority Approve/deny personnel action Approve Request USF Identify personnel action details of Perform scheduled automatic or manual request ready for human resources to processing of personnel requests for future dated Personnel process transactions that have been approved and need Action HR Processing USF to be pushed to various database records USF Cancel Personnel Action USF Process PAR Push USF Correct Personnel Action USF Comp Actns USF (hidden) Review the status of a job change requests requiring Works Council Mass-Approve job change Request Initiate a request for a job change that approval requests Job Changes requires Works Council approval Review My Job Change Request Job Change Request Approval GBR Request Job Change Review All Job Change Requests WC Automatic Approval Review Errors and Warnings Respond to Define the type of mass job data Apply mass changes to employee Review the results of the mass Job Changes employee update to apply to employee records records employee job record change by Mass lifecycle Mass Update Setup Mass Update Run Control Page Mass Update Result Grant Tenure Grant tenure – FPS Identify/update job-related information Track Job Changes Job Data Track seniority Seniority by Individual Current Job Employee Pay Rate Change Smart HR Transactions Update Update compensation Compensation Human Resource Specialist Type Identify nature and schedule of a Re-activate or update termination for Temporary temporary assignment of action needed temporary jobs Assignments Temp Assignmt due to Complete for employee Reactivate/Update Termination Decide Track Track Advancement Temp Assignmt w/out End Date if need to? advancement - FPS Distribute the cost of a main Track tenure Track Tenure and Appointments Identify new additional appointments appointment between its additional and probation Probation - USF JPN Additional Appointment JPN appointments Cost Rate JPN Track Track Flexible Record work location and flexible service Service and Tenure job information changes and tenure Assignments Update Assignment FPS FPS Job Data FPS Merge Employee Record FPS Track Track Faculty Identify change in pay rate or salary faculty events Events Compensation - FPS Update Compensation FPS Grant Premiums FPS Civil Change and check civil service position Service Position Chg Civil Service Position FPS FPS Modify employee categorization Categorization -FPS Update Categorization FPS Records work time changes Work Time - FPS Update Work Time FPS Provide Personal Information File Personal Information - CHN Personal Information CHN Record the date an employee resigns Terminations - ITA Terms (ITA) Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 34
Track Seniority Update seniority components Update seniority in compensation packages information Update Seniority Pay Verify workers are still eligible Review employee records with Review employee seniority Check seniority for seniority pay components multiple codes information data for a worker Update Seniority Eligibility Multiple Seniority Components Seniority Report Manage Update Job Decide health and Manage Health and Information if need to? safety data Safety Human Resource Identify Identify seniority for a worker Decide Specialist Belgium seniority Identify Seniority (BEL) if need to? Track global Track Global assignments Assignments Manage Claeys Review and set Claeys Calculate the severance Create Notifications report information for calculation variables amount Create Notification (BEL) Belgium workers Create Notification (BEL) Create Notification (BEL) Manage Manage Absences absence data Manage time Manage Time and and labor Labor Time and Labor Administrator Manage Manage Payroll payroll Payroll Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 35
Update Compensation Refresh the compensation defaults in Job Data Refresh Compensation Human Manage Resource health and Manage Health and Specialist safety data Safety Update Job Decide Information if need to? Track global Track Global assignments Assignments Recalculate Manage compensation packages Manage Absences Calculate Compensation absence data Time and Labor Manage time Manage Time and Administrator and labor Labor Payroll Manage Manage Administrator payroll Payroll Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 36
Track Tenure and Probation - USF Identify employees who are within Create a worklist item and notify Identify employees 60 days of tenure waiting period supervisors of tenure conversion awaiting tenure Process Automated Actions USF Tenure Conversion Notice USF Identify or Track Tenure - USF convert? Create a worklist item and notify Update tenure status for Perform tenure supervisors of processed employees passed tenure dates conversions conversion Process Automated Actions USF Tenure Conversion Notice USF Human Resource Update Job Decide Information if need to? Specialist Manage health and Manage Health and safety data Safety Create a worklist item and notify Identify employees Identify employees who are within supervisors of probation awaiting probation 60 days of probationary period termination termination Process Automated Actions USF Decide if Probat Term-Supv Notif USF need to? Track global Track Global assignments Assignments Identify or Track Probation - USF terminate? Manage Terminate probationary periods Create a worklist item and notify Manage Terminate Absences for employees passed probation supervisors of terminated absence data probationary dates probations periods Process Automated Actions USF Probat Term-Supv Notif USF Time and Labor Manage time Manage Time and Administrator and labor Labor Payroll Manage Manage Administrator payroll Payroll Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 37
Track Flexible Service and Tenure Group actions and Define rules for service Establish calendars for reasons that count accruals, including rounding Yes accruing service years toward accrual and adjustments Calendar HR Action/Category Service Rules Establish academic Identify experiences and Define or Update ranks, eligibility, and credits from other institutions Tenure Tracking probationary periods and apply toward tenure Information Academic Rank Experience/Credit Codes Review processing messages Processing Update to ensure accuracy Update Job messages service accrual Review Processing Messages Information Decide definitions? Track Tenure if need to? Review or update default Review changes made Activate tenure Track employee's Review current jobs Update the tenure service Create tenure reports tenure data, add to academic rank and Calculate tenure service for a Review temporary results of tracking for an service accrued from that count toward Temporary totals and employee service Tenure Calculation No additional details, and tenure status group or an individual Review? tenure calculation employee other institutions tenure results history Tenure Years of Service Decide if assign calculation group Review Rank/Status Perform Tenure Calculations Review Tenure Run Results No Job Data Create Tenure Data Review Related Jobs Perform Tenure Calculations Employee Tenure Status need to? Create Tenure Data History Human Need new Resource Assign and calculation Specialist Calculate Tenure group? Tenure Review results of tenure calculation accrual for calculation process summary Review Tenure Calc Summary Create calculation Yes groups Calculation Group Review history of service History credits Manage Service History health and Manage Health and safety data Safety Identify service Identify employee's Review jobs and Review accrual calculation group and Calculate service Review flexible service startup credits and positions eligible to processing results Decide No FTE value for prorating accruals Review? Calculations calculations exceptions accrue service credits View Periodic Results if need to? Track global Track Global accrued service Calculate Service Flexible Service Summary Flexible Service View Related Jobs Message Log assignments Assignments Job Data Need new Track Service calculation Review employee flexible group? service Reports Manage Calculated Service Report Manage Employee Service Report Absences absence data Create calculation Yes groups Calculation Group Time and Labor Manage time Manage Time and Administrator and labor Labor Payroll Manage Manage Administrator payroll Payroll Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 38
Track Faculty Events Update or review my faculty events Activities Administrative Posts Committees Employee Presentations Professional Training Publications Student Advising Teaching Responsibilities Define committee details Define DETYA details Define administrative posts Committees Classification Code AUS Recruiting Recruiting Administrative Posts Committee Type Organization Unit AUS Yes Define employee case, i. e., Review the final, approved Review less sensitive case change in tenure status, title Review case information employee cases Employee cases information change Case Information Review Case Status Case Progress Identify Employee Case Case Review Status Rpt Track employee's administrative Update Job Update Administrative No Need to track? posts, titles, and appointments Information tracking data? posts Administrative Posts Track participation in activities Activities and committees and committees Review Committee Membership Human Activities Resource Track faculty competencies and Specialist Competencies accomplishments and accomplishments Presentations Publications Identify courses the employee is Manage Teaching health and Manage Health and assigned to teach responsibilities safety data Safety Teaching Responsibilities Track employee's student Decide Advisees advisees if need to? Student Advisement Track global Track Global Review Faculty history assignments Assignments Faculty history information Faculty Events Hist Rpt Identify full-time and part-time Load and report on teaching data Load FT Teaching Member Data Manage member data Manage Memberships Load Teaching Survey Data Absences Full-Time Member absence data Full-Time Surveys Create Survey Stats CAN Part-Time Surveys FT Survey Stats CAN Rpt Time and Labor Manage time Manage Time and Administrator and labor Labor Payroll Manage Manage Administrator payroll Payroll Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 39
Track Advancement - FPS Review employees selected Identify promotable Promote Define grade promotion for promotion and add or Identify employees selected for employee population Eligible criteria remove employees promotion for a specified date Select Promotable Employees Define Promotion Rules Review Promotable Promotable Employees Report Employees Employees Define reclassification Simulate reclassification Update employee records with Calculate promotion probation Reclassify conditions and and save the results Validate reclassifications valid reclassifications period end dates Employees procedures Reclassification Validate Reclassification Update Career Calculate End of Probation Pd Define Reclassification Simulation Plan Headcount Decide - FPS if need to? Update career classification data for Modify an individual employees advancement Request new career Increment Step/Promotion Promote classification for individual FPS Human one employees Resource employee Increment Step/Promotion Calculate seniority and FPS Specialist Update seniority bonus to Identify expected step or sub Delete advancement data length of service Enter a Delete an Decide Advance speed up advancement Review career seniority step increment dates Decide Update career advancement Decide Increment Step/Promotion Calculate Seniority manual advancement if need to? Employees Update Seniority Bonus Review Career Seniority Step Increment Date if need to? Next Step Increment if need to? FPS Calculate Length of advancement FPS Reset Advancement Dates Service Promote Advance multiple multiple employees at one time employees Step Increment Manage health and Manage Health and Identify employees to be safety data Safety Advance a worker advanced and update career automatically records automatically Automatic Step Increment Update Job Repair/adjust the impact of Information Track global Track Global Simulate advancement for a Review advancement Clear the advancement inserting or deleting a assignments Assignments Simulate an Decide corps or employee simulation simulations career action with an old advancement if need to? Step Increment Simulation Career Simulation Report Delete Simulation Records effective date Retroactivity Processing Update the advancement Freeze Manage date or demote Manage or demote Absences Freeze Advancement/Demotion absence data an advancement FPS Manage time Manage Time and Time and Labor and labor Labor Administrator Manage Manage Payroll payroll Payroll Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 40
Grant Tenure - FPS Update Job Terminate employee Information Review employee's competencies with those required by Competencies Review a Modify employee status position Validate Probation Extend probation period and provide information Period probation after the first on tenure rejection Update Status FPS Inform managers of Calculate tenure date Select employees eligible Notify trainee Review trainee grade and Review employee trainees eligible for for individuals or for tenure within specified supervisors of Need to step data and hold, Decide tenure dates tenure groups period probation and review? validate or deny tenure if need to? Manage Update Status FPS Trainees to be Given Manage Health and Calculate Tenure Date Calculate Future Tenures dates Validate Probation Period health and Tenures Safety safety data Grant tenure and update Grant Decide status code Compare employee's tenure if need to? Assign Civil Servant Status Human accomplishments with those required by Resource Accomplishments position Specialist Validate Probation Track global Track Global Period assignments Assignments Manage Manage Absences absence data Time and Labor Administrator Manage time Manage Time and and labor Labor Payroll Administrator Manage Manage payroll Payroll Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 41
Track Citizenship Information Identify details about employee's substantial Substantial presence presence in the US Employee Presence Test USA Audit Passport/Visa expiration Passport/Visa expirations dates Passport/Visa Expiration Audit Respond to Need Human Employee to test or Lifecycle audit? Resource Specialist Audit citizenship/country/Visa Citizenship discrepancies Citizenship/Country/Visa Audit Manage health and Manage Health and safety data Safety Review, update and validate Decide Identification data identification data provided if need to? Identification Data Track global Track Global assignments Assignments Manage Manage Absences absence data Time and Labor Manage time Manage Time and and labor Labor Administrator Manage Manage payroll Payroll Payroll Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 42
Track Employment Contracts Update existing contract with USF renewal information Service Agreements USF Prepay Identify prepay options Define contract types Define contract templates options Contract Prepay Options NA Define contract clauses Define Contract Types Create Create Yes Define Contract Templates Define Contract Clauses Legal Contract Type BRA Template? Define SPEE Templates ESP Define Contract Benefits ESP Respond to Need to Recalculate contract work Employee create or update What North Update contract pay Decide days Lifecycle contract? contract action is Recalculate No America Update Contract Pay NA if need to? Recalc Contract Work Days needed? NA Create employment contract Update contracts reports Renew pay contract Create Renew Update Update Contracts Yes Contract Information Report Renew Pay Contracts NA report? Human Update Contracts ESP Print Contrata XML File ESP Print Contracts ESP Resource Specialist No Identify the replacement contract Replace Replace Contract BEL Manage health and Manage Health and Track information on the Decide safety data Safety Decide termination of an employee's Belgium Terminate if need to? contract if need to? Terminate Contract BEL Track global Track Global Define contract end and reason assignments Enter an Define Contract End BEL Assignments end and reason Define Contract End Reason BEL Manage Update Contract Information with Manage Absences response data from official body absence data Spain Read External XML File ESP Review External XML File ESP Time and Labor Manage time Manage Time and Administrator and labor Labor Manage Manage Payroll payroll Payroll Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 43
Review and Report Job Summary Information Review job information Workforce Job Summary Multiple Jobs Summary View job data Job Summary JPN Compensation Summary USF Create workforce reports Personal Data USF Employee Turnover Analysis Generate Primary Job Audit workforce Pending Future Actions reports Request Ad hoc Process Department Action Notices Create job information reports Create As-of-Date Mass Report Personnel Actions History Create As-of-Date Request Employees on Leave of Absence Create Calendar Year Request Temporary Employees Database Audit Years of Service Create From/Thru Dates Request Social Report BEL Headcount Movement Official List ESP Current Headcount Profile Create AFI File ESP Workforce Survey Result (CAN) Establish Synchronization FRA Groups by Emplymt Type Rpt (CAN) Appointment Notification JPN Groups by OCC Group Report (CAN) Appointment List JPN Groups/Jobs Filled/Vacated (CAN) Generate Workforce Survey Stats (CAN) Completion of IC Transfer JPN job information As Of Date Request USF Employee Assignment List JPN reports Matricula Book (ITA) Matricula Calculation (ITA) Employee Listing SGP Personnel Actions History USF Appointment Affidavits USF Award Action USF Human Setup Wage/Separation USF Resource Print Wage/Separation USF Request Personnel Action USF Specialist Notice of Personnel Action USF Respond to Decide Request Prelim Empl Data USF Employee if need to? Lifecycle Review OEE workforce survey for View the OOE Canada workforce survey report Workforce Survey Results Create workforce reports for French Public Sector Part-Time Schedule FPS CS Position Request tbc FPS CS Position - Rqst Reject. FPS CS Position/Employee FPS Career - Request tbc FPS Manage health and Manage Health and Career - Request Rejected FPS Review job information for safety data Safety Generate Employee Career/Action FPS employee of French Public Sector French Public Sector Assignment - Request tbc FPS Merge Employees FPS reports Assignment - Rqst Rejected FPS Review Merge Results FPS Decide Work Time - Request tbc FPS Job Data FPS if need to? Work Time - Rqst Rejected FPS Job Data History FPS Compensation - Request tbc FPS Track global Track Global Current Status FPS Compensatn - Rqst Reject. FPS assignments Assignments CS Position History FPS Collective Orders FPS Assignment History FPS Individual Orders Edits FPS Career History FPS Collective Orders Updates FPS Current and Prior Career FPS Pending Orders FPS Career Seniority FPS CS Position/Career FPS Manage Career/CS Position Manage Absences Compensation History FPS absence data Time and Labor Manage time Manage Time and and labor Labor Administrator Manage Manage Payroll payroll Payroll Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 44
Track Labor Relations Request change in job, if desired Employee Request Job Change Review My Job Change Request Identify disciplinary action, action taken, and final resolution Disciplinary Record Disciplinary Actions action Record Disciplinary Actions USF Record Negotiability Appeal USF Respond to Create labor relations reports Need to Employee Discipline Action Summary record? Lifecycle Grievance Detail Identify negotiability appeals item Employee Disciplinary Action Negotiability and tracking details Grievance Summary Record Negotiability Appeal USF Union Fees ESP Union Membership USF Union Membership Labor Relations Letters Identify grievances filed, action Grievance taken, and final resolution Record Grievances Manage health and Manage Health and safety data Safety Human Review earning Resource Obtain time worked Wage Update wage progression Review and adjust wage period details per pay Approve workers for wage information from Process advancements Decide Specialist progression payroll activity records progression details period about worker’s progression Process Wage Progression if need to? Update Wage Progression Review Wage Progression hours Approve Employees to Advance Extract Payroll Data Review Time Details Track global Track Global assignments Assignments Create layoff and recall Define groups of Process and maintain reports Review list of laid Layoffs and workers to layoff or Define layoff workers reemployment Reinstate Rehire laid off workers Layoff Roster Report Run layoff process off workers recalls recall parameters (recall) rights or recall Reinstate quickly Bumping Report Layoff Roster Layoff Roster Labor Group Layoff Roster Process Recall Rights workers? Reinstatement Roster Seniority Report Manage Report Manage Definition Recall Rights Candidate List Report Absences absence data Recall Roster Report Recall Rehire with more flexibility Recall Roster Time and Labor Manage time Manage Time and and labor Labor Administrator Payroll Manage Manage Administrator payroll Payroll Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 45
Track Secondment Contributions - FPS Manage health and Manage Health and safety data Safety Calculate retirement Receive Respond to Create contribution amount letters Review employees in contributions for employees in employee Decide Employee to employees secondment secondment contribution if need to? Lifecycle Contribution Call Letter FPS Review Payment Cont FPS Calculate Contribution FPS payments Track global Track Global assignments Assignments Human Manage Manage Resource Absences absence data Specialist Time and Labor Manage time Manage Time and Administrator and labor Labor Manage Manage Payroll payroll Payroll Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 46
Archive or Delete Employee Records - FPS Delete, and archive employee personal data, civil service position, work time, or Manage career data health and Manage Health and Delete Career Data FPS safety data Safety Delete ID FPS Personal Data Deleted ID FPS Respond to Employee File Cncl FPS Decide Employee Assignment Archive FPS if need to? Lifecycle CS Position Archive FPS Track global Track Global Career Archive FPS assignments Assignments Work Time Archive FPS Compensation Archive FPS Human Premium Archive FPS Resource Seniority Bonus Archive FPS Specialist EE Categorization Archive FPS Manage Manage Absences absence data Time and Labor Manage time Manage Time and Administrator and labor Labor Manage Manage Payroll payroll Payroll Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 47
Track and Report Regulatory Information Create regulatory reports - General Workforce Job Group Analysis Job Group Analysis Summary Job Group Movement Analysis Define regulatory reporting CAN Job Group Roster Define Canadian Pay Equity Terminations Analysis General Define Canadian NOC Codes Workforce Analysis Define Stats CAN Location Code, PRWORA-New HIre Institution Code( E&G) OSHA 301 Incident Report Regulatory Define Stats CAN Faculty Code, OSHA 301 Incident Report Print requirements Province Code( E&G) OSHA-200 Log for Canada Define Stats CAN Rank Code, OSHA 200 Incident Log Responsibility Code (E&G) Create regulatory reports - BRA OSHA 300A Annual Summary Define Stats CAN Department CIP CAGED File/Report BRA Brazil (E&G) Employee Registry Report BRA Define Stats CAN Degree Level (E&G) CTPS Receipt BRA Define regulatory reporting Manage Create regulatory reports AUS Regulatory requirements AUS Australia health and Manage Health and APS Employee Additional Data requirements Define ASCO Codes safety data Safety ASCO Report for Australia Define APS Movement Create and review DIMONA hire and Create APS PSMPC Define APS Non-English Code termination notifications to be sent to the Identify establishment information Belgium Social Security office (RSZ) in Type of Decide Establishments Establishments Belgium the form of structured XML files reports? if need to? Review Controlled Estb Ids Create DIMONA Notification (BEL) Track global Track Global Review DIMONA Notification (BEL) Regulatory reports - UK assignments Assignments Identify job tasks Load DIMONA Notification (BEL) Adverse Impact Job Code Tasks Type of Job tasks Job Group Roster Job Groups tracking? United Kingdom Joint Staffing Job Tasks Create regulatory reports CAN NI Fair Employments Define accommodations required for Employment Equity Termination Analysis disability reasons Manage Accomodations National Occupation Codes Workforce Analysis Manage Accommodation Types (USA) Absences Maintain Affirmative Actn Plan (USA) Official Language Requirements absence data Define edit and field Canada Pay Equity CPDF information for CPDF Canadian Academic Teaching Survey information CPDF Fields USF Full Time Report (E&G) CPDF Edits USF Canadian Academic Teaching Survey French Identify mandate information for Part-time Time Report (E&G) Creates regulatory reports ITA mandate French employees Equal Opportunities ITA Italy information Mandates FRA Disability Report ITA Human Union Report ITA Resource Creates reports on heavily disabled Define standard diagnosis Germany individuals DEU Specialist Diagnosis information Yes Heavily Disabled DEU information Diagnosis Manage diversity compliance NLD Complete ERE Data Netherlands Diversity Registration Employment ERE Data ESP Diversity Report regulations for ERE Company Data ESP Regulatory Reports ESP Spain ERE Employee Data ESP Create AFI file ESP Process ERE Data ESP Print Contrata XML File ESP Define Workforce Administration Read External XML File ESP Regulatory reporting Information FRA Administration Parameters BRA Spain Review External XML File ESP Pension/Cont. Contracts Review Parameters CBO Codes BRA Print Contracts ESP Compute Employee Survey for Brazil City Codes BRA ERE SPEE Communications ESP Edit Employee Survey Legal Movement Code BRA ERE Data Report ESP Employee Survey Report ERE Activity Periods ESP Disability France Monthly Workforce Need to Single Hiring Statement define No Personal Register Create EEO reports tracking? Workforce by Nationality EEO-1 Employer Info BIAF EEO-1 Job Analysis Report Election Report EEO-4 State/Local Govt EEO EEO-5 Job Analysis EEO Groups by PATCOB/POI USF EEO Grps by PATCOB/SubAgcy USF Create veteran reports USA EEO Groups by Series/POI USF VETS-100 Analysis Respond to EEO Grps by Series/SubAgcy USF VETS-100 Process Employee VETS-100 Submit Lifecycle Maintain Military Dischrg Date USA Veteran VETS-100 by POI USF Create regulatory reports USA VETS-100 by Sub Agency USF IPEDS-S (USA) SF113-A USF USA SF113-G USF New Hire USF Create CPDF reporting information New Hire Error USF Dynamic Table Status Table CPDF Edit Validation Error Report Dynamic/Status File Organizational Component File Time and Labor Manage time Manage Time and Labor Administrator and labor Payroll Manage Manage payroll Payroll Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 48
Manage Health and Safety Human Resource Maintain Employee Data Specialist Verify Witnesses Define Health and Create Health and or Personnel Obtain Incident Safety Tracking Safety Reporting Involved with Information Information Information Incident Health and Safety Administrator Record Employee Medical Exam Results Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 49
Create Health and Safety Reporting Information Create health and safety Health and Safety reports CAN Reporting Data WCB Form 7 CAN Canada WCB Incident CAN Create health and safety reports Prepare accident, incident , DEU Health and Safety and illness data and load to Accident DEU Reporting Data temporary data table DEU Illness DEU Germany Accident Data DEU Incident Location Summ DEU Illness Data DEU Reportable Accident/Illness DEU Health and Safety Prepare and load RIDDOR Reporting Data data GBR GBR RIDDOR Data GBR Public Service and Protection Regulatory Reports Commission Reporting AUS AUS Create APS PSMPC Create CAT and PPP Reports Regulatory Reports BRA BRA CAT Report BRA PPP Report BRA Obtain Incident Information Create report containing accident Regulatory Reports details CHE CHE Accident CHE Health and Safety Administrator Prepare BC WCB data for file Creates and sends the BC WCB Need to Regulatory Need to Regulatory Reports creation CAN EDI file CAN create? Reports create? CAN WCB EDI Data CAN Create WCB EDI File CAN Create legal XML files to Identify incidents that did not Regulatory Reports communicate accidents with and Record Employee result in the loss of wages ESP ESP without absence days Medical Exam Incident w/o Lost Wages ESP Print Delta XML File ESP Results Create a French health and safety Regulatory Reports report FRA FRA Work Accident FRA Create a report of injury or Create a Report of a Case of a Work Restriction Regulatory Reports dangerous occurrence Disease report GBR Summary GBR Injury/Dangerous Occ GBR Illness GBR Create OSHA reports OSHA 301 Incident Report OSHA 301 Incident Report Create list of case numbers and Regulatory Reports PrintOSHA 300 Incident Log details of the injury/illness USA USA OSHA 300A Annual Summary OSHA-200 Log (USA) Review Employee With Work OSHA 300 Runs Restriction summary OSHA 301 EE Incident Report Employee Work Restriction OSHA 301 NE Incident Report Smry Human Measure Resource deployment Specialist effectiveness Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 50
Define Health and Safety Tracking Information Human Resource Maintain Specialist Employee Data Define accident or injury information Canada Accident/Injury Class/Subclass CAN Information Occupations CAN Canada Contributing Factors CAN Preventative Actions CAN Define accident or injury information Germany Case Officer DEU Corrective Actions DEU Accident/Injury Disease Class DEU Information Preventative Actions DEU Germany Unsafe Items DEU Work Area Class DEU Work Area Category DEU Define hazardous environments Work Area DEU Define accident or Dangerous Occurrences injury information Job Code Hazards Define medical data Accident Types Location Hazards Allergy Define physicians Body Parts Hazardous Conditions/Materials Define work restrictions Accident/Injury Define accident or injury information Immunization and facilities Need to Nature of Injury Hazard Units BRA Codes and Effective Dates Information Great Britain Medication Medical Facilities create? Source of Injury Hazard Concepts BRA Modified Work Great Britain External Scheme GBR Diagnosis Physicians Administrator Unsafe Acts Work Hazards BRA Occupational Illnesses Animals Involved Job Code Hazards BRA Transportation Work Area Hazards BRA Identify details for the Mexican mixed Mixed Committees committees Mexico Mixed Committee MEX Define medical services Australia Claim Threshold - Claims AUS Medical Services Claim Threshold - State AUS Australia Claim Threshold - Union AUS Medicare Item Details AUS Verify Witnesses or Personnel Involved with Incident Record Employee Medical Exam Results Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 51
Obtain Incident Information Identify claims details related to a No rehabilitation plan for non-employee Create Non-Employee Rehab Plan Industrial Identify industrial hazard code Identify assigned case officers Hazard for employee (DEU) (DEU) Germany Coop Society Data Case Officer Assignment Identify claims details related to a Rehab for Yes rehabilitation plan employee? Create Employee Rehab Plan Yes Identify basic incident information Incident Details Incident Detail (rpt) Identify charges related to injury Verify Witnesses Incident Lost Work (rpt) Identify injury details or illness claims Is Health and or Personnel Record? Incident Incident Summary (rpt) Incident Yes Injury Details Open Claim rehabilitation Safety Involved with with injury? Location Incident Summary (rpt) Injury Details BRA Claim Summary Overview (rpt) needed? Incident Administrator Non-Employees In Incidents (rpt) Incident Claim Detail (rpt) Vehicle Incident Summary (rpt) Incident Details BRA No Identify any corrective actions and/or preventative No actions Identify Corr/Prevent Actions Identify information about Vehicle/ vehicles or equipment Equipment Vehicles/Equipment Involved Review all incidents by specific individual has been involved Review Employee Injury Summary Employees In Incidents (rpt) Review Injury Summary BRA Create Health and Safety Reporting Information Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 52
Record Employee Medical Exam Results Identify basic exam and physician Health card information, test results and information comments Health Card (USF) Define Health and Safety Tracking Information Identify hearing exam classification Audio exam Audiometric Exam Identify basic exam information Eye exam Eye Exam Need to Create Health and Need Physical Identify basic exam information review health No Safety Reporting to record? exam Physical Exam card info? Information Health and Safety Respiratory Identify respiratory exam information exam Respiratory Exam Administrator Yes Identify basic exam and physician information such as name and Drug test data address and drug sensitivities from previous test administered Drug Test (USF) Identify medical examination dates Exam dates/status Review employee and exam status for employee (DEU) Germany information, position Employee Checklist information, physician information, drug sensitivities and previous tests, and drug test results Review Health Card Info Identify data to track employee Illness Identify case officers (DEU) (USF) illnesses (DEU) Germany Case Officer Assignment Illness Tracking Exam results Identify medical exam results (BRA) Brazil Medical Exam Results BRA Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 53
Verify Witnesses or Personnel Involved with Incident Identify additional employee Employee information information Employee Identify employment Employment information Employment Define Health and Obtain Incident Safety Tracking Need to track? Information Health and Information Safety Administrator Identify employee family Family information information Family Identify personal information Non-employee for non-employees involved information in incidents Non-Employee Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 54
Track Global Assignments Respond to Complete Notify Employee Identify Global Identify Travel and Employee Assignment and of Global Assignment Education Lifecycle Update Assignment Information Allowances Actions Competencies Human Resource Specialist Perform and Receive Prepare for Complete Employee Assignment Assignment Global Information Assignment Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 55
Identify Global Assignment Information Review information on Immediate dependents in employee's Family immediate family Review Immediate Family Data Identify basic assignment information such as type, dates Identify new host Assignment and host contact Add a Host Assignment Assignment Data Identify information about the Human What Identify Travel and disposition of employee home information is Home/Host Education Resource residences needed? Allowances Specialist Home and Host Data Identify dependents and beneficiaries, addresses, and Dependents personal information Dependent Data Review a summary of employee's assignment and organizational Summary relationships Review Assignment Summary Person Organizational Summary Employee Prepare for Assignment Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 56
Identify Travel and Education Allowances Employee Identify company-paid Company travel Paid Company Paid Travel Travel Dependent Identify additional Company company-paid travel Paid Dependent Company Paid Travel Travel Identify employee financial Identify supplemental Complete Identify Global Update Employee Human assistance information earnings and deductions Assignment and Assignment additional Educational International School/ Assignment Update Resource Information information Reimbursements Program Compensation Competencies Specialist Identify financial Dependent assistance information for Educational a dependent Reimbursements Dependent International School Identify employee's Accompanying dependents who will travel Dependent with the employee Dependent Accompanying Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 57
Complete Assignment and Update Competencies Create report of Record information Track job information Human Identify Travel and while on assignment employee's on global regarding completed Maintain profiles Measure Resource Education assignments assignment and close deployment Home/Host Person Profiles Allowances Employee on Assignment host record effectiveness Specialist Information Report Home/Host Information Perform and Complete Global Employee Assignment Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 58
PeopleSoft Manage Absences Maintain Manage Leaves Employee Data USF Authorize and Track FMLA Leave Manage Leave Transfers Human Resource Specialist Record Absences, Analyze Absence Measure Define Absence Vacations, Information and Deployment Tracking and Accruals and Identify Trends Effectiveness Assign Schedules Entitlements and Patterns Provide Absences to Payroll Request and Line Manager Approve Absences and Vacations Manage Time and Time and Labor Labor Administrator Manage Payroll Payroll Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 59
Manage Leaves USF Request leave USF Request Leave of Absence Create an application to donate to leave bank or Leave Donations transfer program to be used External by an employee outside of the agency (USF) Review by effective date hours External Leave Donations contributed to or withdraw from Leave Bank employees participating in the leave Ledger bank program (USF) Create an application to Review Leave Bank Ledger Create Leave Donations donate leave to the leave applications Internal transfer program (USF) for? Process donations and update Voluntary Donations accruals, additional pay, and Review donations made to a leave leave ledgers (USF) Leave Donations transfer program recipient (USF) Request Leave Bank/Transfers Track Leave Donation Applications Create application to receive Update Leave hours from a leave program Leave Bank Requests (USF) Leave Admin USF reports (USF) Create Leave Recipient App Leave Acceptance Notifications Leave Bank Participants Human Inquire on automatic leave enrollment Decide if Need to Leave Leave Denial Notifications history (USF) Resource Maintain need to? review? Enrollment Leave Transfer Participants Track Auto Leave Enrollment Specialist Leave Bank Application/Donate Employee Data FEFFLA Leave Audit SF1150 Update Leave Accruals Review summary leave contributions, Initiate leave accrual process General withdrawals, and balances by leave balance for all employees Leave Summary Review and adjust employee enrollment in program type (USF) currently enrolled in the selected Information earnings accrual classes or manually enroll Review Leave Program Summary Measure benefit plan (USF) No employees in accrual classes (USF) Calculate Leave Accruals Deployment Employee Accruals Enrollment Effectiveness Accruals Update Leave Accrual Elections Review leave balances and totals for a Leave Balances particular employee (USF) Using auto Leave Accruals (rpt) enrollment for leave accruals? Automatically enroll employees in earnings accrual classes based on the PAR or leave Yes program activity and the leave class rules (USF) Request Auto Leave Enrollment Employee Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 60
Authorize and Track FMLA Leave Human Resource Specialist Authorize or deny FMLA request Review FMLA reports (USF) Record significant events that affect Measure Maintain (USF) Schedule FMLA Status Report FMLA leaves Deployment Employee Data Request/Authorize/Track Leave Request/Authorize/Track Leave Payroll Audit Report Request/Authorize/Track Leave Effectiveness Process FMLA Leave FMLA Request time off to care for Take requested themselves or time off from a family employment member Employee Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 61
Manage Leave Transfers Request to Donate Leave GBL Donate Leave Request Request to Receive Donated Leave Receive Donate Leave Request Requests need No Maintain approval? Employee Employee Data Request to Return Unused Leave Return Unused Leave Request View Self Service Transaction History Yes Leave Transfer Request History Request to Terminate Participation in Program End Participation Request Define Leave Program and Leave Transfer Entitlements Leave Program Definition Define Leave Transfer Configuration Leave Transfer Configuration Define Leave Transfer Recipients Human Define Absence Leave Transfer Recipients Tracking and Resource Assign Schedules Specialist Initiate Leave Transfer Approve Leave Transfer Requests need Process Leave Donations Requests Yes Requests Manage Payroll approval? Run Leave Donations Initiate Requests Manage and Approve Requests View Leave Transfer No Transactions History View Transaction History Adjust Leave Balances Programs Adjust Leave Program Balances Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 62
Define Absence Tracking and Assign Schedules Assign Track Time and Define calculation rules etc. for Define absence entitlement plans Work Schedule Labor Entitlements Absence Entitlements GBL Absence Entitlement Plans CHE (Using Time and Labor) Absence Entitlements Absence Entitlement Plans DEU Define absence types and Absence Types take parameters GBL Map absence to and Takes Absence Take Types Payroll Assign or override a specific Absence Takes employee's long-term, alternate Assign or Override or daily schedule Work Schedules Assign Work Schedule (Using Global Payroll) Daily Work Schedules Define absence take Pay Groups Need to Absence Need to parameters NLD define? Takes - NLD assign? Absence Takes NLD Add and update an entitlement Absence Define absence reasons GBR Assign for a global employee Yes Reasons - GBR Absence Reasons GBR Entitlements Assign Entitlements and Takes Vacation Entitlm and Takes BRA Record Absences, Vacations, Accruals Define the payee's prior and Entitlements services to be used in the Prior Service AUS Assign Identify information used by calculation Define Prior Service AUS Entitlements Global Payroll for France FRA Dependent Information Using Global Maintain Employee Payroll Absence Data Management? Define absence classes, types Human and specific details Monitor Absence Classes Resource Absences Absence Types Specialist Absence Parameters No Assign vacation plans to Leave Plans and Create vacation and leave plans Vacation Plan employees Vacation Buy/Sell Plans Vacation Benefits Vacation Plan Leave Plans Create holiday and work Assign holiday and work Holiday/Work Schedules schedules schedules using PeopleSoft Need to Need to Schedules (Using Holiday Schedules Human Resources define? assign? (Using Human Resources) Work Templates Assign Work/Holiday Human Resources) Work Schedules Schedules Create work schedules Schedules Create Work Schedules (Using Time and Labor) Assign Working Time Define working time directive Work Schedule Track Time and Labor Directive reporting parameters and default (Using Time and Labor) Reporting settings UK Working Time Directive UK Define benefits plan and programs Benefits Benefit Plan Benefit/Deduction Program Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 63
Request and Approve Absences and Vacations View absence balances and Approve absence View absence requests history requests Absence Request History Absence Balances Absence Requests Absence Request History Yes Request Request absence on behalf of Employee direct report Absence Absence Requests Line Manager View absence balances and Is upper Approve absence management's history from direct reports No requests from direct reports approval Absence Balances Absence Requests required? Absence Request History Review View absence requests from And/Or? Absence direct reports Requests Absence Request History Review Review absence entitlement Absence balances Balances Absence Balances Maintain Employee Data Request Extended Absence View Extended Absence History Human Extended Absence Request Extended Absence Request History Resource Specialist Approve absence Manage requests Payroll Administer Extended Absence Review absence history View absence request status Absence Request History View Absence Request Detail Extended Absence Request History Employee Request time off from work Review absence entitlement balances Request Absence Absence Balances Request Extended Absence Forecast Absence Balances View Forecast Balance Results Request Absence View Forecast Balance Results Request Extended Absence Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 64
Provide Absences to Payroll Global Payroll Provide absence information to North American North American Payroll Payroll To Payroll for North America Record Absences, Human Vacations, Payroll Resource Accruals, and system? Specialist Entitlements Provide absence to Payroll Payroll Interface Interface To Payroll Interface Time and Labor Request and Line Manager Approve Absences and Vacations Time and Labor Administrator Manage Time and Labor Payroll Manage Administrator Payroll Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 65
Record Absences, Vacations, Accruals and Entitlements Provide approval decision Line Manager for vacation request Request/Approve Vacation Run payroll Update employees' before leave Absences Need to accrual Leave accrual records after or leave review or Vacation Accruals balances are Accruals payroll run accruals? update? calculated Accrue Vacation Record information and comments about the maternity Review leave accrual or parental leave Initiate leave accrual balances and totals for a Maternity Leave Maintain Maternity Leave (UK) process balance Leave Accruals particular employee Maintain Parental Leave (UK) Calculate Periodic Review Accrual Balances Maternity Leave CHE Accrual Leave Accrual Maternity Leave DEU Adjust a payee's frequency-based entitlement Consolidate company workforce Identify details of the Add and update an absence Absences Entitlement data - NLD Track employee's Incidental absence, follow-up event for a global employee and Take Assignment Export Company Data NLD first day of absence Absence actions and comments Absence Event Employee Illness Notification NLD and salary Absences Create/Update Absence Absence Event AUS Illness Notification by Group NLD information for Entitlement Absence Event BRA WAO NLD Absence Event ESP WAO Data NLD Absence Event Need to Absence Event GBR update? Protected Identify absence as Analyze Absence Human Absence Event MEX Absence Event NLD Absence protected BEL Information and Identify Resource Track employee's BEL Create Protection Trends and Patterns No Absence Event NZL Review or adjust Specialist Vacation Acquis Prd-Sched BRA pay in advance data absences or entitlements Absence Maintain Acquisitive Prd BRA Pay in Advance AUS for reduced hours Balance Pay in Advance NZL Adjust Absence Balances Record information about the Define Payee Data NLD maternity or parental leave - CHE, DEU Review maternity and parental leave Using Global Need to Maternity/ Maintain Maternity Leave UK details Provide Absences to Extended Request Extended Absence Approve Extended Absence Absences And/or? Payroll Absence Yes record details Parental Maintain Parental Leave UK Review Parental Leave by Dept UK Payroll Absence Extended Absence Request Administer Extended Absence Insert an absence event Management? for? Maternity Leave CHE Review Parental Leave by Emp UK into the GP Core Maternity Leave DEU component Illness/Maternity S503 Dtl ITA EIP CI: GP BRAZIL - Record vacation details - BRA VACATION ENTRY Vacations Vacation Entitlm and Takes BRA Provide Approved Absence Updates absences Absence FPS Absences FPS Define Absence Mass Data Request collective vacations - BRA Tracking and Vacation Mass Vacation Programming BRA Assign Requests Verify time available to Schedules Identify reason for vacation Provide approved Vacation request for vacation Capture Vacation Absence absence to Oracle Mass Generate a massive absence event - Request/Approve Vacation Workforce Scheduling Absence MEX Publish Absence Data to Request Create Mass Absence Rqst MEX OWS Request vacation Employee Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 66
Analyze Absence Information and Identify Trends and Patterns Review and forecast absence Absence balances Balances Review Absence Balances AUS Review Absence Balances AUS No Absence Review exception details, absence Exceptions dates, and payment details GBR Review Absence Exceptions GBR Review all types of employee absences in a Record Absences, Create absence reports GBL Absence Using Global graphical format Vacations, Absence Listing Calendar Payroll Absence Yes Review Absence Accruals, and Absence Absence Periods Calendar Management? Create absence reports GBL Entitlements Reports Time Lost Due to Absence Absence Results Register GBL Global Payroll Core Create absence reports NLD Absence Create absence history reports - Review a list of all Need to Create Illness Statistics NLD Summary History AUS Absence absences for an create or Create NLD Illnesses by Group NLD by Reports Leave History AUS reports employee review? Illnesses by Employee NLD Employee AUS Leave Liability AUS for? Summary by Employee Long-term Illnesses NLD Calculate, Decide Family Create family allowance reports Confirm, and info to Absences Review Allowance BRA GBR Review all employee Provide Payroll review? Summary Calculated or report? Reports Family Allow. Term of Resp BRA absences within a Using PeopleSoft by BRA Family Allowance Registry BRA department Global Payroll Department Summary by Department Create absence reports GBR Human Absence Create absence reports BRA Bradford Score GBR Resource Reports Vacation Receipt/Notice BRA Review all employee BRA Vacation Credit Report BRA Summary Specialist by absences within a department and Department Review working time for the UK subordinate departments Tree Working Time Directive Summary by Dept Tree Create absence reports MEX Review Absence Review Dept Time Directive Absence History MEX Review Employee Time Directive Reports Vacations MEX MEX Vacations Summary MEX Absence Create absence reports SGP Reports Leave Liability SGP SGP Leave History SGP Absence Create absence reports NZL Measure Reports Leave History NZL Deployment NZL Leave Liability NZL Effectiveness Absence Create absence reports MYS Reports Leave History (MYS) MYS Leave Liability (MYS) Absence Create absence reports USA Reports Results Register USA Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 67
Manage Time and Labor Human Maintain Manage Resource Employee Data Absences Specialist Report to Work Review Schedules Report and Perform and Forecasts Time Duties Request Overtime Employee and Obtain Approvals Request Absences and Approvals Review and Approve Resolve Time Line Manager Entry Exceptions Time Resolve Time Administration Exceptions Enroll Time Time and Labor Reporters, Assign Create Payable Administrator Schedules, and Time Setup TCD Distribute Time Review and Adjust Information Time Summaries Payroll Manage Payroll Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 68
Enroll Time Reporters, Assign Schedules and Setup TCD Human Maintain Resource Employee Data Specialist Review Schedules Employee and Forecasts Update dynamic Update Update existing Yes group membership Existing time reporter Refresh Dynamic Time Maintain Time Group Reporter Reporter Data Create or update calendars, Determine Using No dynamic groups or action to take security? groups? Enroll new time Assign time reporter's Enroll reporter long term schedule Enroll time reporter in Review compensatory New Create Time Assign Schedule to compensatory plan plan assignments Associate security Reporter No Reporter Data Group Comp Plan Time Reporter Status Group using groups Assign Work Schedule Enrollment Comp Plan History Create static Yes Static Security TL Permission List Scheduled Hours (Rpt) groups Groups Security Setup Static Group Time Send Time & Labor setup Collection data to TCD Create or Static or Device Send Setup to TCD Apply security Update Groups for Dynamic (TCD) using? Reporting Security Groups? Time and Create dynamic Dynamic Labor Groups groups HR Tree Assign security Administrator Dynamic Group Security using HR Tree Create or Apply override update what? rules to time No reporter Override Rules Create time periods Daily Weekly Review or update Static or Create Monthly Static static groups Apply Yes Dynamic Time Periods Repeating group Time Reporters in overrides? Group? Complex Groups Build Time Period Calendar View Time Period Calendar Review dynamic Refresh dynamic Dynamic group membership group membership group Time Reporters in Refresh Dynamic Create or update schedules Groups Group Schedule Group Create or Shifts Update Schedules Workdays Definitions Schedules to be Validated Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 69
Review Schedules and Forecasts Enroll Time Time and Reporters and Labor Assign Schedules Employee Configure Schedule Provide time reporter schedule preference Schedule Preference data to Oracle Workforce Scheduling Preference User Preferences EIP (AM):SCH_PREFERENCE_SYNC Report to Work and Perform Duties Employee Employee Need to Review work schedule by day Work review? Monthly Schedule Schedule Review forecast time Provide Time Forecasted Time Summary scheduling Forecasts Time and Labor Launch Pad feedback Forecasted Time Detail Override employee's Continue schedule for one or Retrieve time reporter schedule data from Override many employees for Oracle Workforce Scheduling Schedule Override one or many days EIP (AM):SCH_OWS_SCHEDULE Review employee work Schedule Manage Schedules Employee schedule Determine Work Manage Schedules action to take Schedule Assign Manage Schedule Options Schedule Assign time reporter's long-term schedule Assign Work Schedule Review time forecasts Review time detail Need to Time Forecasted Time Summary Forecasted Time Detail review? Forecasts Line Manager Time and Labor Launch Pad Time and Labor Launch Pad Review time management Time Calendars Management Monthly Time Calendar Calendars Weekly Time Calendar Daily Time Calendar Employee Configure Schedule Provide time reporter schedule preference Schedule Preference data to Oracle Workforce Scheduling Preference Publish Schedule Preference EIP (AM):SCH_PREFERENCE_FULLSYNC Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 70
Report Time Human Manage Resource Absences Specialist Report Using Report to Work Receive mobile time entries from PeopleSoft Expenses Prepare and and Perform Expenses Mobile Submit Expenses Duties EIP (AM): ELAPSED_TIME_ADD Client Request Overtime and Obtain Retrieve time reporter data from collection Approvals Time Collection devices Device EIP (AM):ELAPSED_TIME_ADD Employee EIP (AM): PUNCHED_TIME_ADD Request Absences Report Mass Time using date and Approvals Report Using ranges Date Ranges Mass Time Select time reporting Report Time Online Report method Web Clock Online Timesheet Review and Approve time Report Using Report time Approvals Resolve Time Entry Yes Mass Time Date Ranges Mass Time required? Exceptions Timesheet Line Manager Provide to Report time by Time Reporter Manager Timesheet No Create Payable Time Report or modify employee Insert multiple rows into Calculate, Confirm, and Determine Report Overtime overtime information Positive Input Provide Payroll using action to take (CHE/MEX) Enter Overtime CHE EIP (CI): GP MEXICO - PeopleSoft Global Payroll Enter Overtime MEX OVERTIME DATA ENTRY Provide “SB” and “AP” punch time to Oracle Time and Workforce Scheduling Publish Reported Time Labor Administrator Report Manually record reported time Time Rapid Time Provide punch data to Oracle Workforce Scheduling EIP TL_REPORTED_TIME_SYNC Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 71
Request Overtime and Obtain Approvals Report No Time Request Overtime View the status of a Report to Work Need to Reporting for Overtime Requests request for overtime Employee and Perform No request overtime Yes CHE? Request Overtime Add View Overtime Duties in advance? Request Overtime List Request Yes Report overtime View submitted TO online CHE approval status Request Overtime View Overtime CHE CHE View overtime View overtime Approve Overtime Calculate, Confirm, and View Overtime CHE requests Overtime Provide Payroll Using balances View Overtime Overtime Requests PeopleSoft Global Payroll Overtime Balances Line Manager CHE (hidden) Requests Approve Overtime Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 72
Request Absences and Approvals Review absence balances Report to Work Request absence and history and Perform Report Time Absence Request Absence Balances Duties Absence Request History Employee Review absences Record absences Absence Request Line Manager Absence Request History Absence Balances Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 73
Review and Resolve Time Entry Exceptions Review time entry Employee Report Time exceptions Exceptions Make Changes Make changes to Setup Data to setup data Review and Retain or delete Change setup Line resolve exceptions resolved exception data or correct online history (cleanup) Manager Exceptions time reported? Exceptions Correct time Correct reported Time Reported Timesheet Review and correct TCD errors Create Payable TCD Reporting Review TCD Errors Time Correct Punched Time Errors Correct Elapsed Time Errors Make Changes Make changes System Review to Setup Data to setup data detected Yes exceptions Time and exceptions? for? Labor Administrator Review Rapid Time Rapid Change setup exceptions Time data or correct Exceptions Reporting time reported? Exceptions History No Review and resolve Correct exceptions Time Reported Rapid Time Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 74
Create Payable Time Report Time Employee Review and Line Resolve Time Manager Entry Exceptions Submit all rapid time Submit rapid time Submit All Rapid Time Forecast payable Forecast payable time time Request Time Administration Perform validations and calculate gross amounts Distribute Time Request Time Information Determine Administration Time and action to take Labor Administrator Create payable time Select time Review reported Build rule map and Create Update task Finalize payable reporters and Build time reporter Track Apply rules to TRC time that did not identify period of intermediate profiles and apply time for distribution combine into profile attendance and task data get to Payable interest payable time rounding rules and review batches Request Time Request Time Request Time Time Request Time Request Time Request Time Request Time Request Time Administration Administration Administration Unprocessed Administration Administration Administration Administration Administration Reported Time Calculate gross amounts Resolve Time Request Time Administration Administration Exceptions Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 75
Resolve Time Administration Exceptions No Make Changes Make changes Decide if Time and to Setup Data to setup data satisfied? Labor Review Rapid Time Administrator Create Payable exceptions Decide if Time Exceptions need to? Yes Exceptions History Correct Rapid Correct Time reported Time Reported Rapid Time Approve Time No Make Changes Make changes to Setup Data to setup data Line Manager Change setup Retain or delete Review exceptions data or correct time resolved exception Decide if Exceptions Yes reported? history (cleanup) satisfied? Exceptions Review and Correct correct time Time Reported reported errors Timesheet Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 76
Approve Time Approve payable Approve payable Time time Self Service Payable Time Line Approve Approve reported Manager Approval? Yes Approval reported time method? time Reported Time Approve payable Approve time payable time Payable Time Edit reported Yes Report Time time? Resolve Time Administration Exceptions No Time and Approve time by batch Approve time Labor by batch Request Batch Administrator Approval Process Distribute Time Information No Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 77
Distribute Time Information Line Approve Manager Time Review and adjust time summaries Receive request to provide estimated labor Send Estimated Costs to Projects or Other Send estimated cost Systems Estimated payable time to Service: Estimate and Forecast Time Service: T&L Estimated Time Labor Costs to Projects Request EIP s(AM): ESTIMATED_TIME_BATCH Projects Publish Estimated EIP (AM): ADD; Payable Time ESTIMATE_FORECAST_TIME_REQUEST FORECASTED_TIME_BATCH_ADD Create Payable Send Actual Costs to Projects Systems once Time payable time has been approved Actuals to Projects Service: T&L Actual Time (Not Payroll) EIPs (AM): ACTUAL_TIME_ADD; ACTUAL_TIME_BATCH _ADD Time and Need to Review and Adjust Labor provide? Review Payable Time that Send payable time to North American Receive payroll costs from North Time Summaries Administrator Payable Time to did not get to Payroll or was Payroll System American Payroll System and trigger NA Payroll rejected by Payroll Integration (COBOL): Load Time and labor distribution and dilution Unprocessed Payable Time Labor Integration (AE): Extract TL Costs "Closed" Send "closed" payable time to Actuals to Projects Projects as actual costs without Labor Publish Actual Payable Time Distribution Send payable time to Global Payroll Receive payroll costs from Global Payable Time to System Payroll System and trigger labor Global Payroll Integration (COBOL): Process Payroll/ distribution and dilution Absence Integration (AE): Time and Labor Payroll Manage Administrator Payroll Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 78
Review and Adjust Time Summaries Review time summaries for employees Employee Payable Time Summary End Self-Service Info Employee Payable Time Detail Compensatory Time Review time summaries for direct reports Payable Time Summary Payable Time Detail Line Compensatory Time Manager Accumulators Manager Self-Service Info Overtime Balances Time and Labor Launch Pad Monthly Time Calendar Weekly Time Calendar Daily Time Calendar Review attendance information Attendance Attendance History Attendance Actions Review compensatory time Comp Time Adjust payable Compensatory Time Manage time Payable Time Adjusted Projects Adjust Paid Time Yes Review status Distribute Time Need to Review? Status Time Reporter Status Information Adjust? Payable Status Time and Labor Review time administration Administrator processing data Time Administration Statistics Processing Archived Batches Information Archived Rule Maps Unprocessed Reported Time Unprocessed Payable Time Review timecards No Time Cards TimeCard Time Audit time information Information Reported Time Audit Audit Human Measure Resource deployment Specialist effectiveness Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 79
Manage Payroll Human Maintain Manage Absences Employee Data Resource Specialist Manage Time and Time and Labor Labor Administrator Create Payroll Calculate, Confirm Reconcile and Create Payroll Regulatory and and Provide Distribute Payroll Information Tax Reporting Payroll Information Information Payroll Administrator Provide Employee Reconcile and Create US Federal Calculate, Confirm Individual Create US Federal Distribute US Payroll Regulatory and Provide US Retirement Payroll Information Federal Payroll and Tax Reporting Federal Payroll Information to Information Information OPM Create GBL Create GBL Calculate, Confirm Payroll Regulatory Global Payroll Employee Payroll and Distribute GBL Reporting and Tax Information Payroll Administrator Information Send Employee Payroll Data to External Payroll System Interface Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 80
Create Employee Payroll Information Using PeopleSoft Payroll for North America Human Maintain Manage Resource Employee Absences Specialist Data Request W-2 reissue W-2 Reissue Request W-2 Reissue Request USA Add or update direct deposit information Direct Deposit Send employee direct deposit information to PeopleSoft Expenses Add or update your voluntary deductions EIP (AM): Employee Voluntary Deductions DIRECT_DEPOSIT_FULLSYNC; DIRECT_DEPOSIT_SYNC Review or change W-4 information W-4 Tax Information W-4 Tax Information USA Update consent to receiving tax information electronically T4/T4A Consent W-2/W-2c Consent Update payroll options and/or Create employee deductions create additional pay Override Benefits Deductions Send employee direct deposit information Update Payroll Options Create Garnishments to PeopleSoft Expenses Create Additional Pay Review Garnishments EIP (AM): Contract Payment Details Create General Deductions DIRECT_DEPOSIT_FULLSYNC; Update Payroll Options (CAN) Override General Deductions DIRECT_DEPOSIT_SYNC Create Additional Pay (CAN) Review U.S. Savings Bonds Contract Payment Details (CAN) Request Direct Deposit Purchase Canada Savings Bonds (CAN) Override Benefits Deductions (CAN) Record federal, state and local tax data and Create Garnishments (CAN) create reports Review Garnishments (CAN) Default Tax Data Report Create General Deductions (CAN) Employee Tax Information Rpt Override General Deductions (CAN) W-4 Exemptions Report Request Direct Deposit (CAN) W-4 Audit Report Determine W-4 Exempt Renewal Update Employee Tax Data Update Tax Distribution Initiate mass employee updates Reset W-4 Exempt List of tax data Employee SSN Verification Payroll Update Mass Tax Data Reset W-2 Consent Status Administrator Update Two-Tier Suppl Data Year-End Consent Status Report Default Tax Data Report (CAN) Employee Tax Information Rpt (CAN) No Exemption Report (CAN) Update Employee Tax Data (CAN) Update Tax Distribution (CAN) Review T4/T4A Consent Status (CAN) Reset T4/T4A Consent Status (CAN) Calculate, Confirm Tips Year-End Consent Status Report (CAN) and Provide involved? Payroll Review employee tip records and status Calculate and approve tip Review Allocation by Employee Identify tip gross receipt allocations and create Update company allocated Allocation by Employee Report Yes information balances report tip balances Employee Receipt Rpt Update Employee Gross Receipts Calculate/Approve Allocation Update Allocation Balances Review Allctns by Balance Verification Report Establishment Allctn by Establishment Report Review Allocation Status Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 81
Calculate, Confirm, and Provide Payroll Using PeopleSoft Payroll for North America Time and Labor Manage Time and Labor Administrator Yes Need to Review summary reports of retro pay Create Payroll create retro requests Information pay? Change the individual and mass Retro Pay Request and Trigger Summary Re-create Review a summary of retroactive pay process flag. No Retro Pay Summary End Yes Process mass retro pay request retro pay? retroactive pay requests and Review retro pay Change Retro Pay Process Flag Retro Pay Calculations Process Mass Retroactive Pay Calculate retro pay and review Yes No triggers processing messages Retro Pay Interest Limit results Need or Retro Pay Messages Retro Pay Terminations Retro Pay Request and Calculate Retroactive Pay corrections? Create Retro Request in Job or Retro Pay Messages Trigger Summary Update Retro Pay Calc Results Addl Pay via Event Handler Report Receive request for Payment on a Variable Load retro pay data to paysheets Validate variable No Compensation Award Load Retro Pay to Paysheets compensation award data EIP (AM): Validate Variable Comp VAR_COMP_PAYMENT_REQUEST Awards (NA) Receive request for payment of employee referral Create paysheets by pay calendar Create final check program awards and acknowledge receipt Create Contract Pay Create Paysheets paysheets EIPs (AM): Create Contract Review Pay Calendars Create Final Check Print Earnings Print paysheet earnings distribution PAYMENT_ERECRUIT_REQUEST; Contract Yes Projected Pay Create Paysheets (CAN) Paysheet Distribution Print Paysheet Earnings Dist End PAYMENT_ERECRUIT_ACKNOWLEDGE Pay Create Contract Review Pay Calendars (CAN) Apply payment Create Final Cheque for Audit Print Paysheet Earnings Dist (CAN) Projected Pay (CAN) request information Paysheet (CAN) Load Paysheet Perform pre sheet audit Receive request for payment of employee expense Customer Transactions On-Cycle Presheet Audit Report Record hours and amounts from Rapid Need final Print paysheets advances and reimbursements and acknowledge type? Paysheet Presheet Audit Report Entry paysheets for final Print Paysheets Print Paysheets EIPs (AM): Transactions Report No Need to... (CAN) Create Rapid Entry Paysheets check Print Paysheets (CAN) PAYMENT_EXPENSES_REQUEST Load Paysheet Budget Check Reports Create Rapid Entry Paysheets (CAN) requests? PAYMENT_EXPENSES_ACKNOWLEDGE Transactions (CAN) Employee Budget Log Paysheet Commitment Position Budget Check Transactions Report Review and update payline earnings Accounting Log (CAN) By Payline Security Review and update or Budget Check log By Payline Earnings override paysheets Review and update Request process to Receive sales commission information for payout Record hours and amounts from By Payline Earnings Security By Paysheet payline by employee Need unsheet EIP PSHUP Adjust Paysheets By Paysheet Earns Short Form Yes By Add Balance Page By Payline to unsheet? Pay Unsheet Update Paysheet Transactions By Payline Security (CAN) By Paysheet (CAN) By Payline (CAN) Pay Unsheet (CAN) Update Paysheet Transactions (CAN) By Payline Earnings (CAN) By Add Balance Page (CAN) By Payline Earnings Security (CAN) By Paysheet Earns Short Form (CAN) No Advise Variable Compensation of awards that have been accepted or rejected EIP (AM): VAR_COMP_PAYMENT_ACKNOWLEDGE Make adjustments to paysheets By Paysheet Advise Expenses of info that has been accepted or Review pay calculation or confirmation By Add Balance Page rejected results By Payline EIP Deduction Register By Payline Security Payroll Register By Payline Earnings Cost Center By Payline Earnings Security Other Earnings Register Yes By Paysheet Earns Short Form Deductions in Arrears By Paysheet (CAN) Deductions Not Taken By Add Balance Page (CAN) No Payroll Summary Perform pre-calculation Review and update actuals Review payroll error messages By Payline (CAN) Add new paysheet Create on or off-cycle Employer Benefit Contributions audit Review Actuals Distribution Review Payroll Error Messages Correct By Payline Security (CAN) page and payline pay calculations Garnishment Prorations Off-Cycle Precalculation Audit Report Contract Pay Details Payroll Error Message Report calculation By Payline Earnings (CAN) By Paysheet Calculate Payroll Employees Not Processed Report Precalculation Audit Report Review Actuals Distribution (CAN) Review Payroll Error Messages (CAN) errors? By Payline Earnings Security (CAN) By Paysheet (CAN) Calculate Payroll (CAN) Contract Pay Discrepancy Report (CAN) Contract Pay Details (CAN) Payroll Error Message Report (CAN) By Paysheet Earns Short Form (CAN) Perform pre confirmation audit Confirm pay Canada Payroll Savings File (CAN) Must Reverse pay confirmation Ready to Preconfirm Audit Report Yes Confirm Payroll Deduction Register (CAN) reverse pay Yes Unconfirm Payroll confirm? Preconfirm Audit Report (CAN) Confirm Payroll (CAN) Payroll Register (CAN) confirm? Unconfirm Payroll (CAN) Cost Centre (CAN) Other Earnings Register (CAN) Calculate final earnings Deductions in Arrears (CAN) deductions and taxes Deductions Not Taken (CAN) No Calculate Payroll Payroll Summary (CAN) No Calculate Payroll (CAN) Employer Benefit Contributions (CAN) Stats Can Non-Educ Institute (CAN) Overtime Bank (CAN) Business Payrolls Survey File (CAN) Save and Print Stats Can Educ Institute (CAN) Payroll type? with Off-Cycle Canada Savings Bond Purchases (CAN) Pay Run Employees Not Processed Report (CAN) Integration: Time and Labor Interface Contract Pay Discrepancy Report (CAN) retrieves and consolidates payable time information for selected time reporters and sends cross reference Confirm and print numbers back to TL Confirm Review/Print Online Check Payroll and Print Review/Print Online Create or update Cheque (CAN) Administrator paysheets and calculate Review online pay Create Online Check calculation results Manual Online Paysheet View/Print Online Check Need to... Load time reporter payable time from Create Online Cheque View/Print Online Cheque Delete check information Review TL load history Verify that wages were Time and Labor (CAN) (CAN) Review/Print Online Check Review Time and Labor Load Delete overstated Load Time and Labor Online Paysheet (CAN) Review/Print Online Review Time and Labor Load (CAN) Review Payroll Error Messages Record adjustment Calculate pay for Load Time and Labor (CAN) Cheque (CAN) Review and reverse original check Single Paycheck for Create Employee Pay Payroll Error Message Report Create on paysheet adjustment and create off-cycle paysheet Yes Individual Employee paysheet Overstated Review Payroll Error Messages payback? By Paysheet Calculate Payroll Immediate Payment method? Review Paycheck Summary (CAN) By Paysheet (CAN) Calculate Payroll (CAN) Create online check data Review FLSA Pay Data Calculate pay for Payroll Error Message Report Reverse and confirm Record adjustment Was using automated process Reverse/Adjust Paychecks adjustment (CAN) reversal on paysheet employee Create Online Check Reverse Review Paycheque Summary Calculate Payroll Review/Print Online Check By Paysheet pay under or over Automatic Online Paysheet and Confirm (CAN) Calculate Payroll Review/Print Online By Paysheet (CAN) stated? No Create Online Cheque Review ROE Insurable Earnings (CAN) Cheque (CAN) Create pay calculations for Confirm pay for (CAN) (CAN) Online Paysheet (CAN) Employee Pay underpayment adjustment Reverse/Adjust Paycheques Understated Calculate Payroll Confirm Payroll (CAN) Calculate Payroll (CAN) Confirm Payroll (CAN) End Reconcile and Adjust Distribute Payroll Information Add new paysheet and Calculate employer Confirm pay for Review pay Review reversal Confirm check payline taxes and deductions manual check calculation or Reverse paycheck Review pay Manual Check results reversal By Paysheet Calculate Payroll Confirm Payroll confirmation Adjust or Reverse/Adjust Paychecks calculation or Reverse Review Paycheck Confirm Payroll End By Paysheet (CAN) Calculate Payroll (CAN) Confirm Payroll (CAN) results reverse? Reverse/Adjust Paycheques confirmation Review Paycheque Confirm Payroll (CAN) results (CAN) (CAN) Manage check results Create final check paysheets online Paycheck Online Request Final Check Request Final Cheque Adjust employee balances Request final check (CAN) 1042 Taxes Create Request Request Final Check PrePays paysheet Check Request Final Cheque Need to... Arrears method? (CAN) Balance Adjustment Report Create and review Check Year-to-Date paysheet and payline Review check register and Deductions Pay Run Request Final Check reconciliation reports Review employee balances Print checks Earnings Request Final Cheque Check Register Advise HR PrePays Print Checks Review and Garnishments (CAN) Printed Employee Check Information Helpdesk of Need to 1042 Taxes Create Create PDF Paychecks Need reprinted No verify printed Errors? Yes Special Accumulators Check Report discrepancy, if adjust... Arrears Final check Print Cheques (CAN) checks? checks Taxes Cheque Register (CAN) needed Check Year-to-Date method? Create PDF Paycheques PrePays (CAN) Employee Cheque Information Deductions Employee Balance Adjustment Report (CAN) Report (CAN) Earnings Manage No Balances Balances Arrears (CAN) Yes Garnishments Create paysheet for Calculate earnings Create final check reports and review payment Cheque Year-To-Date (CAN) Confirm pay for Special Accumulators final check deductions, taxes, results distribution Deductions (CAN) final check Taxes Create Create Final Check and net pay Final Check Reconcile Report Earnings (CAN) Confirm Payroll Create replacement Print checks Employee Earnings Snapshot Rpt Paysheet Paysheets Calculate Payroll Final Check Requests Report Need to Special Accumulators (CAN) Confirm Payroll checks Print Checks Distribute Employee Earnings Record Rpt Create Final Cheque Calculate Payroll Final Cheque Reconcile Report (CAN) adjust... Taxes (CAN) (CAN) Reprint Checks Create PDF Paychecks paychecks PrePays (CAN) Paysheets (CAN) (CAN) Final Cheque Requests Report (CAN) Garnishments (CAN) Reprint Cheques Print Cheques (CAN) Arrears (CAN) ROE (CAN) (CAN) Create PDF Paycheques Cheque Year-to-Date (CAN) Deductions (CAN) Method of Earnings (CAN) payment Create check for employee Special Accumulators (CAN) distribution? Create Slf Srvc Manual Cheques Delete obsolete balances Manual Print pre-note Taxes (CAN) Obsolete Create PDF Paycheques Provide pre-notification Delete Balances Check memos Garnishments (CAN) Balances Create Slf Srvc Manual Cheques (CAN) Prenotification Report Delete Balances (CAN) Prenote Memo ROE (CAN) Create PDF Paycheques (CAN) Employee Earnings Snapshot Rpt (CAN) Employee Earnings Record Rpt (CAN) Format information and Create direct deposit Adjust imputed income advice registers Imputed print direct deposit file Calculate Adjustments Advice Register Income Create direct deposit file Print Advice Forms Adjustment Report Direct Create Direct Deposit File Create PDF Advice Advice Register (CAN) Review Deposit Create Direct Deposit File Forms (CAN) Print Advice Forms (CAN) Create PDF Advice Review direct deposits Review and adjust Forms by company garnishment balances Direct Deposit Register Garnishments and create report Direct Deposit Register Distribute Garnishments (CAN) advice Garnishment Prorations Create EFT file for information direct deposit of child support payments Child Support - EFT Review payroll supporting End Employee documentation View Paycheck Contact HR Direct Deposit Helpdesk Voluntary Deductions Paycheck Modeling Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 82
Reconcile and Distribute Payroll Information Using PeopleSoft Payroll for North America Review actuals distribution Create accounting lines - Send payroll accounting transactions to the Update retro distribution information Review Actuals Distribution Create accounting line Update Actuals actuals PeopleSoft General Ledger Update Actuals Distribution Actuals Review Actuals Distribution (CAN) report info GL interface Commitment Accounting EIPs (AM): Update Actuals Distribution (CAN) Review Actuals Dist Summary HR Accounting Line Report Actuals (NA) PAYROLL_ACCTG_TRANSACTION; Create retro distribution information Review retro distribution Review Actuals Dist Summary (CAN) Create actuals distribution Update Actuals Process Direct Retro Dist information Distribute Actuals info Dist Yes Process Direct Retro Dist (CAN) Review Retro Distribution Distribute Actuals (CAN) or create Review Retro Distribution Msgs Review Retro Distribution Create accounting lines – Prepare distribution information report? Review suspense account information Batch Provide Payroll Information Review Retro Distribution Msgs (CAN) (CAN) Suspense encumbrances GL interface Predistribution Audit Report Review... Review Suspense ComboCode Dist Create... Encumbrances encumbrance to the General Ledger Create? account Encumbrances (NA) Predistribution Audit Report Adjust Review Suspense ComboCode Dist (CAN) Calculation (Commitment Accounting) Encumbrance Message (NA) (CAN) previously Create retro distribution report Create distributed Retro Distribution Audit Rpt report Create actuals distribution with pay? Retro Distribution Audit Rpt (CAN) Actuals time and labor Review budget actuals Report budget definitions and Create report for earnings, Budget Gross / Fringe Dist with TL Actuals Distrib TL Extract Review Budget Actuals (NA) amounts deductions, and tax distributions actuals report Actuals Distrib TL Extract (CAN) No Review Budget Actuals (CAN) Load Gross/Fringe Data Gross and Fringe Create reconciliation report Reconciliation Reconciliation Report report Reconciliation Report (CAN) Create payroll accounting transactions for non-commitment Print fiscal year budget definitions and amounts accounting Non-Commit to NA Budget amount Fiscal Year Budget Report (NA) Non-Commit Accounting Info (NA) Fiscal Year Budget Report (CAN) Non-Commit Reset Processing (NA) Create and review GL distribution Send payroll accounting transactions to the Payroll Error Messages summary Create GL interface reports PeopleSoft General Ledger Create pay types Pay Types GL Distribution Summary HR Accounting Line (NA) EIPs (AM) : Pay Type Review Payroll Distribution Payroll Accounting Line PAYROLL_ACCTG_TRANSACTION; Pay Type CAN GL Distribution Summary CAN Populate Chartkey Values PAYROLL_DEDUCTION_REQUESTM; Review Payroll Distribution (CAN) PAYROLL_DISBURSEMENT Prepare Payroll Create cost center information Which type Information for the GL - Cost Center Cost Center info? Non-Commit Acct Cost Center CAN Create payroll transactions for non- Non-Commit for SAP commitment accounting for SAP End Non-Commit Rev/Repost for SAP Create payroll transactions for non- Non-Commit for GL commitment accounting for GL Non-Commit Posting for GL Calculate, Confirm and Provide Payroll Review vendor listing Vendor AP Vendor Listing Extract Canadian tax Canadian information Taxes Extract Canadian Taxes (CAN) Create AP Extract Audit report Audit Extract non-tax deductions AP Extract Audit Report Non-Tax Deductions Non-Tax Deductions Extract Prepare payroll distribution data for Provide Payroll Extract U.S. Federal tax Review and update proposed Review payroll distribution to AP Which AP extract Type of data Federal Send vouchers to AP Info to Accounts information Review? By Vendor payments by voucher Review Payroll Distribution action? Distribute Payroll Data for AP to extract? Tax Send Vouchers to AP Payable Extract U.S. Federal Taxes Review AP Extract-Headers Review Payroll Distribution (CAN) Distribute Payroll Data for AP (CAN) Extract U.S. Local tax Local information Payroll Tax Extract U.S. Local Taxes Review and update proposed Administrator By Voucher payments by vendor Extract U.S. State tax State Review AP Extract-Lines information Tax Extract U.S. State Taxes Send tax, garnishment, and voluntary deduction withholding information to PeopleSoft Payables for payment EIP (AM): VOUCHER_BUILD Export the Time and Labor costs from Payroll for North Time and Extract time and labor costs America into Time and Labor Integration Labor Costs Extract Time and Labor Costs EIP (AE): Extract Time and Labor Costs Provide Payroll Decide Create Variable Comp Award Send a verification of payment to Variable Compensation Variable Comp Completion what is payment notification EIP (AM): Payment Notification Information needed Notify Var Comp of Payments VAR_COMP_PAYMENT_ACKNOWLEDGE Create recruiting referral program Send a verification of payment to eRecruit Recruiting Payment award payment notification EIP (AM): Notification Notify Recruiting of Payments PAYMENT_ERECRUIT_ISSUED Create payment notification to Send a verification of payment to PeopleSoft Expenses Payment Verification Run GL Interface to identify expenses EIP (AM): for Expenses expense accounts Notify Expenses of Payments (NA) PAYMENT_EXPENSES_ISSUE End Identify participating Create business activities Provide Payroll Define Business Payroll Create BPS summary report and companies and contacts defined by Statistics Information to Survey (BPS) EDR file for transmission Business Information Canada Statistics Canada Reporting Unit Table (CAN) Business Payrolls Survey File (CAN) (CAN) Activity Table (CAN) Create and Distribute Create Canada Payroll Savings Specify parameters for EDR file Create CPS file for transmission to Payroll Savings (CPS) organization ID transmission Bank of Canada Deductions - Canada Canada Payroll Savings Org ID CAN Canada Payroll Savings Table CAN Canada Payroll Savings File (CAN) Reconcile payroll checks with bank Create match exception Create check reconciliation Review results of check reprint Create Payroll Reconcile Check records report report process Regulatory Information with Request Reconciliation Reconciliation Report Check Reconciliation Review Dead Checks Reporting and Tax Bank Records Request Reconciliation (CAN) Reconciliation Report (CAN) Cheque Reconciliation (CAN) Review Dead Cheques (CAN) Information Time and Labor Manage Time and Administrator Labor Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 83
Create Payroll Regulatory Reporting and Tax Information Using PeopleSoft Payroll for North America Create pay period tax reporting information for USA Federal Tax Summary State Tax Summary Create Federal Liability by State pay period Reconciliation-Ohio Local reports Local Tax Deposit USA Create tax reports - USF Tax Deposit Summary Federal Liability by State Tax Summary-PA EIT Local Tax Deposit Tax Summary-PA LST Tax Deposit Summary Form 1042 Audit Report Create Tax Summary-PA EIT periodic payment Tax Summary-PA LST reports Tax Balance Audit CAN Reconciliation-Ohio Local Create Create pay period tax reports CAN Pay Period Tax Submission Summary Reports Health Insurance Premium CAN W-2 reporting Create Create periodic payment Print Year End Forms tax reports CAN Print Forms Prior 2001 Create Year End Data reports Workers Comp Assessments Create Federal W-2 File Update Year End Reporting Info W-2c Reporting USF Create quarterly tax reporting Create State W-2 File Create W-2 Adjustments Load Year End Data Print W-2c US/Territories information USA Create Local W-2 File Create W-2c US/Territories Review/Update Year End Data Print W-2c Puerto Rico Tax Reporting Parameters Create Puerto Rico W-2PR File Create W-2cPR Puerto Rico Review Year End Data Combined Create Federal W-2c File US Electronic Parameters W-3/W-3SS Transmittal Report Create W-2c Prior 2001 Create W-2/W-2 Summary Prior 2001 Create W-2c PDF Forms Tax Balance Audit W-3PR Transmittal Totals Rpt year end View W-2/W-2c Forms Create Qtrly Wage File AK-ID State W-2 Tax Totals Report Create Create Qtrly Wage File IL-NC data Local W-2 Tax Totals Report quarterly tax reporting Create Qtrly Wage File ND-RI Create W-2 PDF Forms Audit and Error Reports information Create Qtrly Wage File SD-WY Error Listing USA Employee Count Year End Record Error Multiple Worksite Year End Data Audit State Tax Summary Federal W-2 File Audit State Unemployment Tax State W-2 File Audit Federal Tax Summary Local W-2 File Audit Local Tax Summary Puerto Rico W-2PR File Audit W-2c Audit US/Territories W-2cPR Audit Puerto Rico Adjust Create 8027 TIP Electronic Report W-2c Data Audit Prior 2001 Adjustment closed pay period Create 8027 TIP Create 8027 file pay Federal W-2c File Audit US Open/Close Pay Calendar Form 8027 Audit Report period Tax Form Definitions Tax Form Print Parameters Manage employee consent Manage information year end tax reporting Which Create 1099R reporting information Review W-2/W-2c Consent Status Update tax reporting forms and information action? Create Form 1099-R Audit Report Reset W-2 Consent Status definitions Create? USA 1099R Create 1099-R Year-End Consent Status Report Tax Form Definitions Form 1096 Report Tax Form Print Parameters Reconcile and Payroll Update Tax Reporting Parameters Distribute Payroll Need to... W-2 Company Data Administrator Information tax Electronic Parameters reporting Create 1042 reporting information Tax Form Definition Rpt Create Form 1042 Data Summary Tax Form Print Parameters Rpt 1042 Define 1042-S Parameters Year End Form Text Create 1042-S Tax Form XMLP Options Year End Form Options Create FUTA Create FUTA reconciliation reconcile FUTA Wage Reconciliation Rpt Create T4 reporting information Create T4/T4A Electronic File T4 reporting Print T4 Slips Audit, correct, and load employee T4/T4A Electronic Audit information data and balances CAN T4 Summary/Segment Rpt End Apply year end Apply year end adjustments to closed pay period Year-to-Date Edits Create T4 PDF Slips adjustments to Open/Close Pay Calendar (CAN) Year-End Personal Data Audit closed pay period Load Year-End Slips Load Selective Year-End Slips Year-End Errors Create T4A reporting information Update tax reporting forms and T4,T4A,RL-1,RL-2 Audit Create? Create T4/T4A Electronic File definitions CAN T4A reporting Review/Update Slip Information Print T4A Slips Tax Form Definitions information Default Tax Data Report T4/T4A Electronic Audit Tax Reporting Parameters Exemption Report No T4A Summary/Segment Rpt T4,T4A Mag Media Reporting Amend, cancel and reissue year- Manage Review T4/T4A Consent Status Create T4A PDF Slips RL Mag Media Reporting Calculate end slips year end tax reporting Update tax reporting T4 Reporting Definitions Reset T4/T4A Consent Status pension Amend/Cancel Year-End Slips information Need to... forms and definitions RL Slip Numbers Year-End Consent Status Report adjustment? Amend/Cancel Slip Audit CAN Tax Form Definitions (rpt) Create RL-1 reporting information Amend/Cancel YE Slip Summary Tax Form Footnotes (rpt) Create RL-1 Mag Media File Delete Void Year-End Slips Yes RL-1 reporting Year End Form Text Print RL-1 Slips Update and verify slip information information Tax Form XMLP Options RL-1 Magnetic Media Audit Year End Form Options CAN Calculate and report pension RL-1 Summary Report Tax Form BI Publisher Options Year-to-Date Edits adjustment CAN Year-End Personal Data Audit Calculate Pension Adjustment Load Year-End Slips Create annual tax reports Load Selective Year-End Slips Create RL-2 reporting information Employer Contribution to CNT Year-End Error (rpt) Create RL-2 Mag Media File Create annual RL-2 reporting El Rebate T4/T4A/RL-1/RL-2 Audit Print RL-2 Slips tax reports information NW Territories Payroll Tax View T4,T4A Slips RL-2 Magnetic Media Audit Nunavut Payroll Tax RL-2 Summary Report Automatically Create ROEs automatically Create Mass ROE Data (CAN) Review ROE insurable Create record of How Review or update ROE Review and resolve ROE earnings and hours Print ROE information on form Create ROE data record summary employment (ROE) to details exceptions Review ROE Insurable Print ROEs (CAN) ROE Summary Report (CAN) Canada create? Update ROE Data (CAN) ROE Exceptions Report (CAN) Earnings (CAN) Create ROEs manually Manually Update ROE Data (CAN) Request duplicate W-2 W-2 Reissue Request Employee View electronic T4/ T4A slips or W-2/W-2c forms View T4/T4A Slips View W-2/W-2c Forms Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 84
Create Employee US Federal Payroll Information Using PeopleSoft Payroll for North America Human Maintain Manage Resource Employee Absences Specialist Data Reissue Request W-2 reissued W-2 W-2 Reissue Request Manage Create or update direct deposit information direct deposit Direct Deposit Employee Send employee direct deposit information to Manage PeopleSoft Expenses Add or update your voluntary deductions voluntary EIP (AM): Voluntary Deductions deductions DIRECT_DEPOSIT_FULLSYNC; DIRECT_DEPOSIT_SYNC Update Update tax withholding information tax withholding W-4 Tax Information Create employee deductions USF Create Garnishments Create Review U.S. Savings Bonds deductions Override Benefits Deductions Create General Deduction Override General Deductions Update payroll options and/ Request Direct Deposit or create additional pay and/ Send employee direct deposit or Leave Accrual Elections information to PeopleSoft Expenses USF Need to... EIP (AM): Update Payroll Options DIRECT_DEPOSIT_FULLSYNC; Create Additional Pay Record tax data and create reports DIRECT_DEPOSIT_SYNC Update Leave Accrual USF Elections Employee Tax Information Rpt W-4 Exemptions Report Initiate mass employee updates Calculate, Confirm Manage W-4 Audit Report Payroll of tax data and Provide US mass tax Determine W-4 Exempt Renewal Create Mass Tax Data Updates Federal Payroll Administrator data update Update Two-Tier Suppl Data Update Employee Tax Data Update Tax Distribution Reset W-4 Exempt List Employee SSN Verification W-4 Print - Self Service Apply unscheduled payments Payments USF Military Service Deposit Create military service Identify Military Service deposit reports Manage Account detail and Need to USF military deposits deductions apply... Calculate interest, review Military Deposit OPM-1514 Rpt USF USF balance and create IRR for Military Deposit Closed Accts Military Service Deposit Interest accounts with zero balance USF Calc Military Service Interest Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 85
Calculate, Confirm, and Provide US Federal Payroll Using PeopleSoft Payroll for North America Time and Labor Manage Time and Labor Administrator Yes Process mass retro pay request Review a summary of Review retro pay Review summary of retro pay Calculate retro pay and review Need to Process Mass Retroactive Pay retroactive pay requests processing messages Change the individual and mass requests Create NA Payroll results Need Recreate create retro Yes or and triggers Retro Pay Messages Yes retroactive pay process flag. No Retro Pay Calc Summary (NA) Information Calculate Retroactive Pay corrections? retro pay? pay? Create Retro Request in Job or Retro Pay Request and Retro Pay Messages Change Retro Pay Process Flag Pay All Calculated (rpt) (NA) Update Retro Pay Calc Results Addl Pay via Event Handler Trigger Summary Report Retro Pay Terminations No Load retro pay data to paysheets No Load Retro Pay to Paysheets Receive request for Payment on a Variable Validate variable Compensation Award compensation award data EIP (AM): Validate Variable Comp VAR_COMP_PAYMENT_REQUEST Awards (GBL) Receive request for payment of employee referral program awards and acknowledge receipt Print paysheet earnings Create final check paysheets Print Earnings EIPs (AM): distribution USF Yes USF Distribution PAYMENT_ERECRUIT_REQUEST; Create paysheets by pay Print Paysheet Earnings Dist Create Final Check Paysheets PAYMENT_ERECRUIT_ACKNOWLEDGE Create calendar USF On-Cycle Create Paysheets Apply payment request Perform pre sheet audit Need Print paysheets Paysheets Review Pay Calendars information USF Decide Adjust USF final check No USF Receive request for payment of employee for Existing Load Paysheet Transactions if need to... Paysheets Presheet Audit Report paysheets? Print Paysheets expense advances and reimbursements and Final Check Paysheet Transactions Report acknowledge Requests Record hours and amounts EIPs (AM): from Rapid Entry USF Review and update payline PAYMENT_EXPENSES_REQUEST Create Rapid Entry Paysheets Review and update or Review and update earnings USF Request process to PAYMENT_EXPENSES_ACKNOWLEDGE Adjust override paysheets USF payline by employee By Payline Security Need Yes unsheet USF Paysheets By Paysheet USF By Payline Earnings to unsheet? Pay Unsheet Record hours and amounts By Add Balance Page By Payline By Payline Earnings Security from PSHUP By Paysheet Earns Short Form Receive sales commission information for Update Paysheet Transactions payout EIP No Advise Variable Compensation of awards that have been accepted or rejected EIP (AM): VAR_COMP_PAYMENT_ACKNOWLEDGE Review pay calculation or confirmation results USF
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps
PeopleSoft HCM 9.2 Business Process Maps

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PeopleSoft HCM 9.2 Business Process Maps

  • 1.
    PeopleSoft Human Capital Management9.2 Business Process Maps March 2013
  • 2.
    PeopleSoft Human CapitalManagement 9.2 Business Process Maps CDSKU hcm92bpms Copyright © 1992-2013, Oracle and/or its affiliates. All rights reserved. Trademark Notice Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. License Restrictions Warranty/Consequential Damages Disclaimer This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. Warranty Disclaimer The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. Restricted Rights Notice If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. Hazardous Applications Notice This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.
  • 3.
    Third Party Content,Products, and Services Disclaimer This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services. Alpha and Beta Draft Documentation Notice If this document is in preproduction status: This documentation is in preproduction status and is intended for demonstration and preliminary use only. It may not be specific to the hardware on which you are using the software. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to this documentation and will not be responsible for any loss, costs, or damages incurred due to the use of this documentation.
  • 5.
    Recruiting Analyze Recruiting Human Resources VP Human Plan Recruiting Resource Manager Recruiter Recruit Applicants Evaluate and Hire and Enable Select Applicants Resources Line Manager Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 5
  • 6.
    Plan Recruiting Define Organization Competencies and Accomplishments Define Recruiting Create Assess Workforce Analyze Recruiting Goals and Competency Competencies Measurements Strategy Human Resource Manager Analyze Pool of Create Available Recruiting Applicants Strategies Analyze Recruiting Processes and Channels Recruit Applicants Recruiter Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 6
  • 7.
    Recruit Applicants Human Resource Plan Recruiting Manager Human Analyze Recruiting Resources VP Create Job Post Job Evaluate and Line Manager Requisitions Requisitions Select Applicants Receive and Track Recruiter Attract Applicants Applications Search for Jobs Apply for Job Candidate Self-Service Self-Service Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 7
  • 8.
    Create Job Requisitions Human Resource Plan Recruiting Manager Plan Headcount Yes Resubmit for Approval (FPS) Select screening Associate notes Create new job questions for online Request job opening and attachments opening applicants approval as needed Create New Job Create New Job Create New Job Create New Job Line Manager No Opening Opening Opening Opening Job Opening Screening Request View list of existing and/or Check job opening Clone Post Job Request Recruiter to prior job openings, if needed approval status No No existing job Requisitions headcount? create job Search Job Openings Pending Approvals opening? opening? Browse Job Openings Modify cloned job Yes Clone existing job requisition to meet opening requirements Yes Search Job Search Job Openings Openings Receive notification Recruiting of job opening Review, update, Approval approve or deny pending approval request for job Authority Pending Approvals Pending Approvals Worklist No Review and update Modify Existing existing job opening in Opening progress Search Job Openings Select person or non- Create new job Create New person profiles for base opening Job Opening requirements Create Job Opening Check job Create Job Opening Select pre-screening Associate notes Request job Recruiter opening and screening and attachments Ready to opening approval status View list of existing questions for rating as needed submit for Yes approval Pending and/or prior job online applicants Manage Job approval? Pending Approvals openings Clone existing job Modify cloned job requisition Screening Openings Approvals How to create Clone Existing Search Job opening to meet requirements job opening? Job Opening Openings Search Job Openings Search Job Openings Search Job Postings Create from Create job opening based on Resubmit for Approval Open Position open position Create Openings from Positions Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 8
  • 9.
    Post Job Requisitions Identify internal or external Company Web Sites websites for posting Identify recruiting Recruiting agencies for Agencies posting job opening Line Manager Review job postings by Receive posting job board, if needed Identify job Post job opening Integration with third party Create Job Where to confirmation(s) Manage External Job Board boards for Manage External using PeopleSoft's Open Requisitions post job? Manage External Postings posting Postings Integration Framework (OIF) Postings Search Postings Full Text Vacancy (USF) Identify Services Integration with PeopleSoft Post job opening Services Procurement for Services Procurement using Manage External Procurement posting job PeopleSoft's Open Postings opening Integration Framework (OIF) Identify internal or external Company Web Sites websites for posting Identify recruiting Recruiting agencies for Agencies posting job opening Recruiter Review job postings by Receive posting job board, if needed Identify job Post job opening Integration with third party Where to confirmation(s) Manage External Job Board boards for Manage External using PeopleSoft's Open Attract Applicants post job? Manage External Postings posting Postings Integration Framework (OIF) Postings Search Postings Full Text Vacancy (USF) Identify Services Integration with PeopleSoft Post job opening Services Procurement for Services Procurement using Manage External Procurement posting job PeopleSoft's Open Postings opening Integration Framework (OIF) Search for Candidate Jobs Self- Service Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 9
  • 10.
    Search for JobsSelf-Service Search hard Search Print Media copy publications Attend Attend recruiting Recruiting Event event or job fair Register for job Where to View job board and search for Visit Job Boards postings directly provide profile job? on job board information Candidate View job Search postings on the Internet other external websites Email job posting Apply for Job Send job Apply for job Self Service to a friend to friend Careers Search job postings Search directly on company Review job Choose Save job Save job to list Company website postings action to list Careers Website Careers Careers Job Search Register as a new Register Choose applicant as applicant action Careers Subscribe to potential employer's Receive and review list of Set up automatic job search agent job postings job search Careers Careers Provide email Recruiter Process applicants’ notification for jobs Post Job automatic job searches found that match Requisitions Run Job Search Agent applicant criteria Subscribe to potential employer's Set up automatic Receive and review list of job search agent job search job postings Careers Careers Save job Save job to list to list Careers Employee Search job postings Review job Search Company directly on company Choose Send job Email job posting to a friend postings Internal Careers Site website action to friend Careers Careers Careers Refer a friend Refer a friend Careers Apply for job Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 10
  • 11.
    Attract Applicants Advertise job openings in Advertise media publications Receive Track inquiries or correspondence and Receive referrals in contacts Inquiries or Referrals person or via Contact Notes phone or email Manage Applicant Track Record general Contact Create list of correspondence expenses Participate in potential Participate in applicant leads to and contacts associated with Receive and Track job fair or applicants by Recruiting Events qualify Contact Notes recruiting Applications recruiting event email, phone, Applicant Lists Manage Search Job fax or mail Applicant Openings Recruiter Search applicant Choose how database for Review applicant Search Applicant to source individuals meeting search results Database applicants criteria Find Applicants Find Applicants Search the internet for Search the Internet applicant leads Find Applicants Review hot job Define "hot jobs" history and update Create/Review criteria amounts and Hot Jobs Hot Jobs timing of awards Hot Job History Post Job Line Manager Requisitions Define the conditions under Set up the amounts and Create or update a referral Select the employee eligibility Create which an employee is eligible timing of awards in the program ID, description, and award category rules that Employee Referral for award payment under the category for both ERPs effective date, and some Employment Program Employee Referral Program and hot Jobs business rules are in effect for the program Coordinator Employee Referral Program Employee Eligibility Rules Award Category Rules Employee Referral Program Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 11
  • 12.
    Apply for JobSelf-Service Mail hard copy Mail Resume of resume Fax copy of Fax Resume resume Search for Jobs Method of Email Email copy of Prompted by Print Media or Recruiting Events Self-Service application? Resume resume Provide Upload Resume a resume online Apply Careers Directly Online Prompted by Transfer applicant to Send applicant External online application Select the profile to Register as a Create a resume Job Boards form pre-populated Choose positions for company new applicant Paste Resume Text online Candidate or Internet with information action which to apply recruiting Careers Careers provided by process applicant No Search job Select jobs in Search Job Postings postings which to apply Careers Careers Provide additional Integration with third party attachments to support using PeopleSoft's Open Provide attachments job application Complete pre-screening Integration Framework (OIF) Apply for a job Pass Careers Apply for a Job questionnaire Careers pre-screen? Careers Receive Yes confirmation that the resume was received Provide Provide Provide Provide Careers Respond to View a summary of the Verify contact competency and employment references referral Submit online screening Choose View jobs applied for, and Prompted by Externally Exposed Job Postings on Company Website information accomplishment and training and personal source application questions action activity the application status Careers information history data information Careers Careers Careers Careers Careers Careers Careers Track correspondence received from applicants Contact Notes Receive and Track Recruiter Manage Applicant Applications Administer Referrals Track Duplicate Referrals Confirm or cancel the referral initiated by the Employee Choice to Seek Job Opportunity applicant Confirm Referral Employee Select job Review the eligibility and opening and award payment status for Employee Choice to Refer a Friend create a referral each applicant referred Refer a Friend Check Referral Status Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 12
  • 13.
    Receive and TrackApplications Candidate Apply for Job Self-Service Extract resumes from Process Emailed Resumes emails Load resumes received in Parse resume using third-party Notify applicants that Choose electronic format resume extractor and resumes have been Yes resume Load Resumes Load Resume PeopleSoft’s Open Integration added to the applicant option Manage Resumes Framework database Employment Coordinator Create resume receipt Resume Identify or update acknowledgments and send to parsing No applicant information applicants available? Add New Applicant Generate Recruitment Letters Send Correspondence Create an Add or update individualized checklist Record information about how competencies and for a particular Review summary of applicants the applicant was referred to accomplishments applicant for whom Applicant Summary by Job the organization Add New Applicant recruitment activities Applicant Summary by Source Add New Applicant Application Details are tracked Applicant Checklist Attract Recruiter Applicants Line Manager Evaluate and Select Applicants Human Analyze Recruiting Resources VP Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 13
  • 14.
    Evaluate and SelectApplicants Recruiter Recruit Applicants Source Applicants Review Applicants Screen Applicants Schedule Perform Pre-Hire Present and Interviews Activities Manage Offers Human Resources VP Analyze Recruiting Conduct Line Interviews and Hire and Enable Manager Select Final Resources Candidates Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 14
  • 15.
    Source Applicants Search leads and Search Leads contacts for potential Attract Applicants and Contacts Review applicant status, resume, applicants Review applicant data and / or applicant profile Recruit Search Applicants Applicants Search internal database for Review list of potential Choose Search Internal applicant suitable for a job candidates based on Review correspondence notes information to Review Correspondence Notes Review Applicants Applicant Database requisition search criteria Search Applicants review Search Applicants Search Applicants Review Application Review Application Search Applications Define search criteria and create Review list of potential Create automated search candidates identified by Automated Recruiter Saved Searches automated search agent Search Agent Run Automatch Search Search Applicants Where to look for applicants? Receive potential candidates Review list of potential Review Potential identified by Job Boards using candidates provided by Candidates Sent PeopleSoft's Open Integration Job Boards from Job Boards Framework (OIF) Search Applicants Receive potential candidates Review Potential Review list of potential from PeopleSoft Service Contingent Workers candidates provided by Procurement using from Services Services Procurement PeopleSoft's Open Integration Procurement Search Applicants Framework (OIF) Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 15
  • 16.
    Review Applicants Route applicant information to Receive and track reviewer Update applicant information and Route appropriate parties for additional review recommendations and details disposition status Choose Keep applicant Applicant Manage Applicant Manage Applicant Manage Applicant action in consideration Information Manage Job Opening Manage Job Opening Manage Job Opening Manage Applications Manage Applications Manage Applications Line Manager Link applicants to requisitions Reject applicant Link Choose Manage Applicant Applicant action Manage Job Opening to Job Manage Applications Update applicant disposition for a given job Reject Manage Applicant Applicant Manage Job Opening Manage Application Update applicant disposition Add applicant to list Send rejection letter to Document for a given job Reject of rejected applicant(s) correspondence Manage Applicant Applicant applicants Send Correspondence with applicant Forward applicant to Manage Job Opening Manage Applicant Generate Recruitment Letters Contact Notes Source Applicants another recruiter or Manage Application Forward individual Forward Applicant Reject Applicant Review applicant status, resume, and/ Review or applicant profile Application Manage Applicant Review Questionnaire Results Route applicant Receive and track Route information to reviewer Choose Applicant Choose appropriate parties recommendations action Information action Manage Applicant and details Recruiter Add applicant to a Forward Applicant Manage Applicant Choose Add Applicant list action to a List Manage Applicant Keep applicant Review Notes / in consideration Review correspondence Correspondence Link applicants to history/attachments Link Applicant Notes job, if needed Contact Notes to Job Manage Applicant Update applicant information and Request further Document disposition Screen Applicants Send applicant information correspondence sent status Correspondence Send and received Manage Applicant Correspondence Contact Notes Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 16
  • 17.
    Screen Applicants Schedule Interview Provide Certificate of Eligibles and candidate referral list to the hiring official No Override rankings for Review list of highly Print the competitive or non- Create candidate Create Certificate qualified applicants; Certificate of competitive referral list of Eligibles No adjust rank if needed Eligibles report Review Rate applicant Review list of applicants Candidate Certificate of Review list of applicants Job Opening Certificate of Screening requirements competencies and applicants who meet or Job Opening Evaluations List Eligibles Recruiter Review Applicants who applied for a specific Screening USF Screening Eligibles USF No met by applicant accomplishments exceed the final Screening job requisition applicants? applicants? Job Opening Job Opening Ranking screening criteria Job Opening Screening Screening Applicant Rating Job Opening Screening Yes Yes Validate applicant’s Identify the applicants who Categorize and rank qualifications using Create ranking plan have priority placement rights Need to rank applicants per ranking Crediting Plan Yes Job Opening Job Opening Screening candidates? plan Job Opening Screening Process Priority Placement Job Opening Screening Screening Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 17
  • 18.
    Schedule Interviews Review list of Review candidate application Record decision to Conduct Interviews Update candidate Create interview and Select Final candidates associated information, resume, interview, hold, or reject the information, status, or schedule for selected Candidates Schedule Interviews with a job opening disposition and status history candidate disposition candidates Manage Applicant Manage Applicant Manage Applicant Manage Applicant Schedule Interview Job Opening 360 Manage Application Manage Application Send notifications to Document correspondence participants of the sent Line Manager scheduled interview Manage Applicant Manage Applicant Send Correspondence Review list of candidates Review candidate Confirm Receive notification and recommended for application information, candidates confirm interview schedule interview for a job resume, disposition and for interview Interview Calendar opening status history Manage Interview Team Schedule Manage Applicant Manage Applicant Applicant Interview Notifications Receive notification and Employee confirm interview schedule Interview Calendar Interview Team Schedule Interview Notifications Receive and manage interview notification and Candidate confirm interview Careers Interview Notifications Review feedback, Route candidate Review resume, and/ or Document information to Application applicant profile Send notifications to correspondence sent to Route candidate interviewers Manage Applicant participants of the interviewers and interview list for job to Manage scheduled interview candidates Screen Applicants hiring manager Applicant Manage Applicant Manage Applicant Manage Applicant Forward Send Correspondence Review candidate Applicant Review disposition status History history Manage Applicant Review list of Create interview Recruiter candidates for a job Update candidate schedule for associated with a Review correspondence Record decision to interview, Choose Review information, status, selected job opening history and attachments hold, or reject the candidates action Correspondence or disposition candidates Manage Applicant Contact Notes Manage Applicant Manage Applicant Schedule Job Opening 360 Interview Candidate Listing Contact applicant for follow-up, further Document correspondence Send Correspondence screening or information sent and received Send Correspondence Manage Applicant Send Correspondence Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 18
  • 19.
    Conduct Interviews andSelect Final Candidate Send rejection Update applicant notifications Track Reject disposition for a Generate Recruitment correspondence Candidate given job Letters Contact Notes Manage Applicant Send Correspondence Select candidates Update final for pre- candidate Choose Line Manager employment information and action checks status Manage Applicant Manage Applicant Create candidate View interview Perform Review Review interview interview evaluation results, ratings and comprehensive review Prepare and Choose Select candidate schedules and record results recommendations of candidates in each conduct potential Final Provide information Interview Team Schedule Interview Evaluations Manage Applicant stage of the selection interview hires Candidate(s) candidate provided Interview Calendar Create Interview Evaluation process selection Evaluation Summary Manage Applicant information to recruiter Review Review scheduled Evaluate candidate and Prepare and candidate interviews provide recommendation conduct Interviewer information Interview Team Schedule Interview Evaluations interview provided Interview Calendar Create Interview Evaluation View a summary Provide of their scheduled Prepare and expense interviews, listed Candidate attend interview documentation, by job requisition if needed Careers View interview Capture costs claimed by Select candidates schedules by candidates by requisition Update candidate for pre- Perform By applicant Search Job Openings Select information and employment Pre-Hire Applicant Manage Applicant Evaluate Job Openings Final candidates status checks Activities Interview Team candidate and Manage Applicant Manage Applicant Schedule provide recommendation Create Interview View interview Evaluation Choose how schedules by Review candidate View interview Contact candidate and Track contacts, Recruiter Schedule By requisition Prepare and Choose to view conduct interview status and results, ratings and follow up on interview conversations and Interviews Requisition Interview Calendar potential schedule interview confirm complete recommendations and status correspondence Interview Team Create reminders hires Manage Applicant Manage Applicant Send Correspondence Contact Notes Schedule for interviewers to complete evaluations Update candidate Send rejection Interview Reject disposition for a notification Track correspondence View interview Review requisition Candidate given job Manage Applicant Contact Notes By Evaluation schedules by interview status and Manage Applicant Send Correspondence Applicant Reminder applicant list confirm complete List Manage Applicant Search Job Openings Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 19
  • 20.
    Perform Pre-Hire Activities Review and/or Access provider website Review status of request Conduct Interviews Need to verify references Review results of pre- Update candidate and request candidate for pre-employment and Select Final request No for the selected employment inquiries status inquiries inquiries Candidates references? applicant Preemployment Check Manage Applicant Preemployment Check Preemployment Check Manage Applicant No Yes Line Manager Send application information Receive applicant Make offer? Yes Receive request status from to preemployment verification information from provider Send an email to provider using the Open provider using the Open using the Open Integration the applicant Integration Framework (OIF) Integration Framework (OIF) Framework (OIF) requesting references Manage Applicant Capture pre-employment check expenses provided by pre- employment verification provider Provide reference Receive request Candidate information for references Careers Review status of Send an email to the Review results of Review and/or Access provider request for pre- applicant requesting Track pre-employment Provide feedback references for the website and request employment Present and references correspondence checks and selected applicant candidate inquiries checks Manage Offers Send Contact Notes Preemployment recommendations Manage Applicant Preemployment Check Preemployment Correspondence Check Check Yes Send application information Receive applicant Recruiter Need to Receive request status from to preemployment verification information from provider request No provider using the Open provider using the Open using the Open Integration references? Integration Framework (OIF) Integration Framework (OIF) Framework (OIF) Capture pre-employment check expenses provided by pre-employment verification provider Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 20
  • 21.
    Hire and EnableResources Evaluate and Line Manager Select Applicants Close Job Recruiter Requisitions Enter New Hire Enable New Hire Information (Onboard) Human Resource Specialist Manage Recruiting Expenses Human Analyze Recruiting Resources VP Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 21
  • 22.
    Enter New HireInformation Evaluate and Line Manager Select Applicants Close Job Recruiter Requisitions Add new hire by selecting pre- configured template and Use Smart HR Review transaction status View transaction details Create list containing hiring completing simple data entry Template Transaction Status Manage Transactions CAN information Smart HR Template Smart HR Transactions Hire Report CAN Identify work location, job, labor, payroll, Print the letter to be signed by Identify applicant's personal Hire Applicant as salary plan and compensation both employee and employer on information New Employee information or before the first day of Manage Hires ITA Manage Hires employment Job Letters (ITA) Receive notification Hire Letter ITA from Recruiting to Add a new employment Perform Identify work location, job, labor, payroll, perform Hire organizational instance for a Concurrent Hire salary plan and compensation Person or Hire Person information Add Employment Instance Create or update Contracts as Employee Add Employment Instance New Employment Instance ESP Update Contracts Update Contracts ESP Create a new contingent worker Identify work location, job, labor, payroll, Hire organizational instance for a Country- salary plan and compensation Contingent Person specific Send Contrata File ESP information - contingent Worker Add Contingent Worker Instance tasks Print Contrata XML File ESP Review list of Add Contingent Worker Instance New Contingent Worker Instance individuals that need hiring process to be completed Manage Hires Identify work location, job, labor, payroll, Manage Contrata Response File Hire/Transfer Review and/or update personal ESP salary plan and compensation Existing information Read External XML File ESP information - existing Employee Manage Hires Review External XML File ESP Manage Hires Create an Additional Add an assignment record for a Assignment for person Print Contracts ESP an Employee or Add Additional Assignment Print Contracts ESP Contingent Concurrent Hire USF Worker Identify work location, job, labor, payroll, Identify applicant's personal Communication to Social Rehire salary plan and compensation information - rehire Human Former Employee information - rehire Security ESP Manage Hires Create AFI File ESP Resource Manage Hires Specialist Review and Choose verify data before No action performing hire? Record the Validate the hiring Create legal Update the seniority bonus process by comparing Track supporting Hire Create employee ID and identify relationship between employee code and the the employee's Headcount hiring documents French Public personal information employee and record seniority Yes competencies to those End allocated? Supporting Sector Manage Hires organization Employee equivalent that are required for Yes Documents FPS Manage Initialize Status FPS Record FPS Hiring Seniority the assigned job code Bonus FPS Validate Hire FPS Recruiting Expenses Review applicant's Check to see if Concurrent Hire Create new employee record, assign Verify that the hire hire detail applicant exists of Existing Employee status and civil service position action selected is information previously in French Public Sector Add Concurrent Empl Record FPS Delete and archive appropriate Manage Hire system No applicant data Manage Hires Details Search for People Delete ID FPS Enable New Identify the terminated employee Hire (Onboard) Rehire to rehire French Public Sector Re-Hire Employee FPS Record employee Assign Employee to Available Post Create employee ID Define employee Enter employee data Enter child and family allowance Search Post Plan Post Edit Request – Staffing (GPS) Hire German and identify personal grade and step Add contract data disability data Administer Post Plan Job Data – Dependent Information (GPS) Search Post Plan - by Payee (GPS) Run Automated Post Assignments (GPS) Public Sector information Grade Step Update Contracts Regional Administrate Plan (GPS) German Public Child Allowance Administration (GPS) Search Post Plan - by Post (GPS) Search Unassigned Payees (GPS) Manage Hires Information (GPS) Disability Sector Work or Close Assignment Lists (GPS) Identify compensation, Identify employment-related Identify education, union Review new hire information and Create hire record for Federal employee Print PAR request and Notice to Identify job, position, benefits Hire New Identify personal information earnings, and distribution dates such as service affiliations and security status and record general administrative details Employee and retirement information Employee USF New Employment Instance USF details computation and WIGI dates clearance New Hire USF New Employment Instance USF New Employment Instance USF New Employment Instance USF Add Employment Instance USF New Employment Instance USF New Employment Instance USF New Employment Instance USF New Hire Error USF Add Employment Instance USF Add Employment Instance USF Add Employment Instance USF Add Employment Instance USF Add Employment Instance USF Add Employment Instance USF Review New Hire Stats USF Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 22
  • 23.
    Close Job Requisitions Enter New Hire Information Review all active employees who were hired or rehired in a given time Analyze information on Analyze ethnic and gender group period and conforms to federal recruitment and hiring USA movement and advancements reporting requirements practices Job Group Movement Analysis PRWORA-New Hire (USA) Adverse Impact (USA) PRWORA-Newhire Create and review DIMONA hire notifications to be sent to the Belgium Social Security office (RSZ) in the BEL form of flat files Human Create DIMONA Notification (BEL) Resource Review DIMONA Notification (BEL) Which Specialist country? Review a breakdown of job offers versus application by UK-specific GBR ethnic groups and by gender Adverse Impact (UK) Create report of people with special ITA hiring categories Special Hiring Category ITA Human Analyze Recruiting Resources VP Review the eligibility and award payment status for Employee each applicant referred Check Referral Status Perform country-specific tasks Analyze Review requisitions, and Recruiting capture recruiting Close requisitions for expenses positions that have been Choose Job Opening Status filled actions Job Opening Cost Job Openings Analysis View duplicate Evaluate and update View and approve Manage View and override referrals and adjust eligibility employee View audit list of awards that have the referral eligibility and award award amounts and determine award manual overrides and status of "Needs awards information for among eligible status the change details Approval" referrals as needed employees Process Referral Review Override Audit Approve Employee Administer Referrals Track Duplicate Programs Awards Referrals Recruiter Receive notification of payment Send published by NA Payroll Yes corrected No EIP Name: Payroll Issued awards? eRecruit Payment Review and correct Receive results of validation of requested awards that are Provide award payment awards published by NA Payroll rejected by PeopleSoft data to payroll EIP Name: eRecruit Request for Payment Payroll for North Process Referral EIP Name: Acknowledgment/Verification America Programs of eRecruit Payment Review Rejected Awards Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 23
  • 24.
    Enable New Hire(Onboard) Create Global Track Global Assignment Assignments Relocate Maintain Employee Data New Hire Record Office/Phone Maintain Employee Data Information Choose Human Enter New Hire Request Provide Help Desk onboarding Information Resources Support Resource actions Specialist Schedule Deliver Learning Training Enroll in Manage Benefits Benefits Enrollment Plan Performance Determine Individual and Career Development Goals Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 24
  • 25.
    Analyze Recruiting Human Resource Plan Recruiting Manager Hire and Enable Resources Recruiter Evaluate and Select Applicants Human Resource Recruit Applicants Specialist Generate Data Recruiting Administrator Intelligence Human Analyze Recruiting Performance Resource Analyst Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 25
  • 26.
    Analyze Recruiting Performance Generate Data Recruiting Administrator Intelligence Review all active employees who Breakdown expense Analyze information on were hired or rehired in a given time Analyze ethnic and gender group types and amounts for a recruitment and hiring period and conforms to federal USA movement and advancements job opening practices reporting requirements Job Group Movement Analysis Job Opening Cost Adverse Impact USA PRWORA-New Hire (USA) Analysis PRWORA-Newhire Create and review DIMONA hire notifications to be sent to the Belgium Choose Social Security office (RSZ) in the BEL country form of flat files Create DIMONA Notification (BEL) Review DIMONA Notification (BEL) Review a breakdown of job offers versus application by UK-specific GBR Human ethnic groups and by gender Adverse Impact (UK) Resource Specialist Create report of people with special ITA hiring categories Special Hiring Category ITA List all vacant budgeted positions USF Vacant Budgeted Positions Review additional details about the recruiting process Human Resource Plan Recruiting Manager Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 26
  • 27.
    Deployment Respond to Employee Maintain Plan Deployment Lifecycle Employee Data Actions Manage Health and Safety Human Resource Specialist Track Global Assignments Manage Absences Time and Labor Manage Time and Administrator Labor Payroll Administrator Manage Payroll Travel and Expense Manage Expenses Manager Enterprise Help Provide Help Desk Desk Agent Support Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 27
  • 28.
    Plan Deployment Respond to Create Human Define and Employee Organizational Manage Positions Lifecycle Resource Structure Actions Specialist Headcount Plan Headcount Manager FPS Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 28
  • 29.
    Define and ManagePositions Review summary of Position position information Position Summary Define position information, including title, description, location, company, department, hours, headcount, etc. Add or update position information and Review information about employment-related information Update incumbents in a Position Data Add/Update employees currently or Add/Update Position Info position. Classification Standards USF Positions Review? History previously assigned to a Identify Key Positions Add/Update Position Info Job Codes position Identify Key Positions USF Occupational Series USF Position History Official Position Titles USF Organizational Posn Titles USF Rate Code Details Review prior or current Create department, job code, or budget summary position budgets using total salaries information and budgeted FTE's for positions Decide Update Budget Budget Status with an approved budget status if need to? Department Status Budget Check by Position Update Dept Budget Data FTE Budgets Budget Status by Position Budget Status by Document ID Human Send HR position data to FSCM Resource EIP: POSITION DATA; Perform real-time budget check POSITION_FULLSYNC; Budget Check Position by position Specialist POSITION_SYNC Review a list of all Budget Check by Position positions currently open Vacant in a department Position Vacant Budgeted Positions Create Build Organizational Structure Organizational Review organization Structure structure reports Active/Inactive Positions Active/Inactive Positions USF Active Position History Active Position History USF Exception/Override Exception/Override USF Mass Org Exception Reports Report (USF) Incumbent History Incumbent History USF Job Code USF Job Code & Position Audit Occupational Series USF OF8 Report USF Position Status Position Title Table USF Vacant Position Vacant Position USF Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 29
  • 30.
    Create Organizational Structure Create organization structure reports Active/Inactive Positions Active/Inactive Positions USF Active Position History Active Position History USF Create organizational Exception/Override Human Create organizational chart based on position Exception/Override USF Resource Define and Identify direct or indirect report to validate structure Mass Org Exception Report (USF) Specialist Manage reporting relationships structure Build Organization Chart Incumbent History Positions Build Position Structure Create Organizational Apply Changes (USF) Incumbent History USF Report Build Department Job Code USF Organization (USF) Job Code & Position Audit Occupational Series USF OF8 Report USF Position Status Position Title Table USF Vacant Position Vacant Position USF Headcount Manager Plan Headcount FPS Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 30
  • 31.
    Respond to Human Create employee Resource Organizational lifecycle Specialist Structure actions View the CAECs to which a View a summary of CAEC Grades grade belongs headcount and recorded CAEC / Grade moves by CAEC Budget Line Detail View transfers of budgeted headcount that result in Transfers Identify the budget line authorized Retrieve the AHM and all Budget Line View information for each CAEC Record the details of the Finance Identify budget line data, Calculate the authorized budget Calculate the authorized budget Lock in headcount on Distribute headcount mass freezes and transaction Perform Annual and associate a grade with a Act, including the initial Finance including budgeted headcount, headcount from the budgeted headcount management from the one CAEC to overstaff between departments Need to freezes, and view usable Headcount Planning CAEC Act and any amendments for each CAEC headcount authorized budgeted headcount another CAEC Budgeted Headcount review? headcount View lock-ins of authorized CAE Category Fact with BL on Request Fact with BL on Request Budget Line Detail Budget Line Detail Budget Line Detail AD Budget Line Detail headcount budget that CAEC / Grade Lock-Ins result in authorized headcount management Budget Line View View actions captured in employee records and each actions impact Review a summary of Budget Line Detail headcount and recorded Summaries moves by CAEC Budget Line View Set up CAE Create headcount data Build the Create Cube cube for cube analysis CAE cube For Analysis CAE Cube Set Create Waged Hdct Calculate Up Cube(12m.) CAE Cube Review and analyze Create a list of employees in a Calculation Nominal headcount calculation results department Results Headcount Headcount Results Update the counter of the Nominal Headcount Review overview of the budget Review Budget Finance Act for one or all budget line info Line Detail lines Budget Line Summary Review budgeted headcount Update Counter Calculate FTEs per grade and Calculate Workforce Need to FTEs by Dept Need to Budgeted authorized by department and department Need to? Monthly or as Needed calculate? and Grade review? Headcount by Dept the calculated headcount Calculate FTE Lists the grades that do not BHAS Identify CAEC grade belong to any CAEC or grades Audit and discrepancies (one grade registered in multiple CAECs Review Grade s registered in several CAECs) Calculate headcount per Summarize headcount per Orphan Grades Headcount by Headcount CAEC Audit grade and department CAEC and department Grades Over Various CAEC Dept and Grade Summary Employees/Grade and Dept Headcount/CAEC/Dept. Review CAEC summaries Review CAEC CAEC Summary Summaries Average Index/CAEC Headcount Manager Archive the CAE data Need to? Archive CAE Storage Obtain Headcount Request a CAE allocation based on from another headcount available in another Department department/budget/category or Category CAEC Locking Ins Exceed Budgeted Authorizes overstaffing in a CAEC Headcount Overstaffing Request a CAE How to Identify Headcount allocation for a obtain for New Hire new hire allocation? Retrieve one FTE from available CAE Allocation Available headcount for new hire and update Budgeted balance Headcount CAE Allocation Review list of all CAE with an end Review the status of date or list of CAE to be Allocation the allocation or Future/Pending deallocated Hire and Enable Summary deallocation procedure Deallocations New Hire All CAE to be Deallocated Resources Procedures Links Other CAE Deallocate the headcount in the Allocate/Deallocate Identify Headcount current grade and reallocate to the Need to? Headcount for Grade Promotion new grade Deletes CAE if the allocation Need to Track Review CAE status CAE Change Need to Status stamp is denied delete changes Grade Change Advancement FPS summary review? Summary Delete CAE to? Track CAE Deallocate active CAE, i.e., make Update Allocation Due headcount available that has been to Temporary or designated for an employee that No Review list of CAEs Permanent Leave has discontinued service CAE Deallocation Leave or Update Job CAEs by allocated to an Termination Information Employee employee CAE/Employee Inquire View the actions that resulting Decide Delete from the last CAE change and if approval Yes Approved Headcount delete the corresponding given? Allocation Action updates Delete CAE and Related Actions Return Headcount Allocation Unlocks CAE once the margin is Obtained from another positive. Department or Category Reduction in Overstaff Approve or deny Need to approve/ headcount allocation Hire and Enable deny allocation for? New Hire for new hire Resource CAE Allocation Stamp Human Resource Approval Approve or deny allocation Track Authority Grade Change for new grade change Advancement FPS CAE Change Stamp Approve or deny Track Employee Leave or headcount deallocation Personal Termination CAE Deallocation Stamp Information Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 31
  • 32.
    Maintain Employee Data Update Employee Information Track Seniority Update Compensation Update Job Information Track Tenure and Probation - USF Track Flexible Service and Tenure Respond to employee Track Faculty lifecycle Events actions Track Manage Advancement - health and Manage Health and FPS safety data Safety Human Grant Tenure - Resource Track Citizenship FPS Specialist Information Track Employment Decide Contracts if need to? Track global Track Global Review and assignments Assignments Report Job Summary Information Track Labor Relations Track Secondment Manage Contributions - Manage Absences FPS absence data Archive or Delete Employee Records - FPS Track and Report Regulatory Information Time and Labor Manage time Manage Time and and labor Labor Administrator Payroll Manage Manage Administrator payroll Payroll Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 32
  • 33.
    Update Employee Information Review list of direct reports and select individual to review View Employee Personal Info View manager information Review direct Dir Rep Multi-Select Direct Line Reports report data Direct Rep Drill-Down Pending Approvals Direct Reports Alerts Employee Search Learning Direct Reports Phones Objective Alignment Org Chart Viewer Company Directory My Job Openings Oversee managerial Line Manager events and data Birthday Alerts Anniversary Alerts Manager Leave Summary View employee personal information Organization Directory View Employee Personal Info Scheduled Training View personal Phone Numbers Manager Expiring Licenses information for Email Addresses Open Positions an employee Emergency Contact Time Management Alerts Talent Summary Workforce Availability Employee Performance Location Change (USF) Review or update personal information - USF Maintain Review Change Requests (USF) personal Address Change (USF) information Phone Number Change (USF) Review or update personal information for Federal Marital Status (USF) Personal Information Summary Name Change (USF) Home and Mailing Address Phone Numbers Maintain Email Addresses Employee personal Instant Message IDs information Emergency Contacts Marital Status Name Change Ethnic Groups Complete and submit Section I of I-9 Form Complete and Submit I-9 Form Yes Complete Employee I-9 Form submission or New Create list of employees whose I-9 Forms are Print completed reverify/update existing I-9 record by detailing How Complete Section I due to expire or whose final I-9 document and submitted I-9 the employee's legally required document No to handle I-9 Print an I-9 form of I-9 form information must be received Forms information records? needed? I-9 Receipt/Expiration Report Print I-9 Forms Complete/Reverify EE I-9 Form Update Employee I-9 Record(s) Identify checklist items to use as a guide Complete employee for processing people checklist items Person Checklist Locate and review a person's record by Search for searching by national ID a person Search by National ID Identify employee's personal information Emergency Contact Emergency Contacts Report Disabilities Maintain Accommodation Data Manage Driver's License Data health and Manage Health and Credit Card safety data Safety General Comments Company Property Human Prior Work Experience Prior Career History FPS Resource Military Situation FRA Specialist Dependent Information Depdnt Identification Details Dependent Benef History FPS Decide Ethnic Group and Religion THA SGP MYS CHN if need to? Hukou, Working Life and Living Status CHN Political Status and Native Place CHN Track global Track Global Update Update basic employee information Volunteer Activities assignments Assignments Decide employee Modify a Person Bank Accounts if need to? information Smart HR Transactions Business Expenses Badge Birthdays Report Home Address Report Mailing Labels Report Documents (ITA) Company Codes (ITA) Person Organizational Summary Manage Manage Maintain a Person's POI Reltn Absences absence data Respond to Modify a Person employee Additional Names lifecycle Add a POI Relationship actions General Availability MIL Disabilities BRA Additional Information ARG Additional Information BRA Personal Information BRA Security Clearance Badge/Clearance Access Summary Time and Labor Manage time Manage Time and Administrator and labor Labor Payroll Manage Manage Administrator payroll Payroll Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 33
  • 34.
    Update Job Information Create personnel action request or termination of position or leave of Employee absence Employee Request USF Request Termination (USF) Create personnel action request Supervisor Request USF Promote Employee (USF) Personnel Reassign Employee (USF) Action USF Reporting Change (USF) Retire Employee (USF) Review Change Requests (USF) Separate Employee (USF) Change employee full/part time Full/Part status Time Status Change Full/Part Time Status Change FTPT Status (USF) Change employee location Location Request Location Change Location Change (USF) Request employee termination Termination Terminate Employee Initiate a request for a job change Type of that requires Works Council action needed Job Change Line Manager for direct (Europe) Approval Request Job Change reports? Review Job Change Request Request an employee transfer Transfer Transfer Employee Request employee promotion Promotion Promote Employee Review reporting View employee Review status of job Request and review reporting View status of Reporting change status transfer employee change request changes promotion request Change View Reporting View Transfer Review Job Change Request Reporting Change View Promotion Status Change Status Status Request Provide 1st level of Mass-Approve job change Provide 2nd level of Approve employee Approve transfer authorization required Approve reporting changes requests authorization required for a promotion employee for a personnel action Human Resource Approve Reporting Change Approve Promotion Approve Transfer Job Change Request Approval 1st Rqst Authorization personnel action Approval WC Automatic Approval 2nd Rqst Authorization USF USF Authority Approve/deny personnel action Approve Request USF Identify personnel action details of Perform scheduled automatic or manual request ready for human resources to processing of personnel requests for future dated Personnel process transactions that have been approved and need Action HR Processing USF to be pushed to various database records USF Cancel Personnel Action USF Process PAR Push USF Correct Personnel Action USF Comp Actns USF (hidden) Review the status of a job change requests requiring Works Council Mass-Approve job change Request Initiate a request for a job change that approval requests Job Changes requires Works Council approval Review My Job Change Request Job Change Request Approval GBR Request Job Change Review All Job Change Requests WC Automatic Approval Review Errors and Warnings Respond to Define the type of mass job data Apply mass changes to employee Review the results of the mass Job Changes employee update to apply to employee records records employee job record change by Mass lifecycle Mass Update Setup Mass Update Run Control Page Mass Update Result Grant Tenure Grant tenure – FPS Identify/update job-related information Track Job Changes Job Data Track seniority Seniority by Individual Current Job Employee Pay Rate Change Smart HR Transactions Update Update compensation Compensation Human Resource Specialist Type Identify nature and schedule of a Re-activate or update termination for Temporary temporary assignment of action needed temporary jobs Assignments Temp Assignmt due to Complete for employee Reactivate/Update Termination Decide Track Track Advancement Temp Assignmt w/out End Date if need to? advancement - FPS Distribute the cost of a main Track tenure Track Tenure and Appointments Identify new additional appointments appointment between its additional and probation Probation - USF JPN Additional Appointment JPN appointments Cost Rate JPN Track Track Flexible Record work location and flexible service Service and Tenure job information changes and tenure Assignments Update Assignment FPS FPS Job Data FPS Merge Employee Record FPS Track Track Faculty Identify change in pay rate or salary faculty events Events Compensation - FPS Update Compensation FPS Grant Premiums FPS Civil Change and check civil service position Service Position Chg Civil Service Position FPS FPS Modify employee categorization Categorization -FPS Update Categorization FPS Records work time changes Work Time - FPS Update Work Time FPS Provide Personal Information File Personal Information - CHN Personal Information CHN Record the date an employee resigns Terminations - ITA Terms (ITA) Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 34
  • 35.
    Track Seniority Update seniority components Update seniority in compensation packages information Update Seniority Pay Verify workers are still eligible Review employee records with Review employee seniority Check seniority for seniority pay components multiple codes information data for a worker Update Seniority Eligibility Multiple Seniority Components Seniority Report Manage Update Job Decide health and Manage Health and Information if need to? safety data Safety Human Resource Identify Identify seniority for a worker Decide Specialist Belgium seniority Identify Seniority (BEL) if need to? Track global Track Global assignments Assignments Manage Claeys Review and set Claeys Calculate the severance Create Notifications report information for calculation variables amount Create Notification (BEL) Belgium workers Create Notification (BEL) Create Notification (BEL) Manage Manage Absences absence data Manage time Manage Time and and labor Labor Time and Labor Administrator Manage Manage Payroll payroll Payroll Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 35
  • 36.
    Update Compensation Refresh the compensation defaults in Job Data Refresh Compensation Human Manage Resource health and Manage Health and Specialist safety data Safety Update Job Decide Information if need to? Track global Track Global assignments Assignments Recalculate Manage compensation packages Manage Absences Calculate Compensation absence data Time and Labor Manage time Manage Time and Administrator and labor Labor Payroll Manage Manage Administrator payroll Payroll Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 36
  • 37.
    Track Tenure andProbation - USF Identify employees who are within Create a worklist item and notify Identify employees 60 days of tenure waiting period supervisors of tenure conversion awaiting tenure Process Automated Actions USF Tenure Conversion Notice USF Identify or Track Tenure - USF convert? Create a worklist item and notify Update tenure status for Perform tenure supervisors of processed employees passed tenure dates conversions conversion Process Automated Actions USF Tenure Conversion Notice USF Human Resource Update Job Decide Information if need to? Specialist Manage health and Manage Health and safety data Safety Create a worklist item and notify Identify employees Identify employees who are within supervisors of probation awaiting probation 60 days of probationary period termination termination Process Automated Actions USF Decide if Probat Term-Supv Notif USF need to? Track global Track Global assignments Assignments Identify or Track Probation - USF terminate? Manage Terminate probationary periods Create a worklist item and notify Manage Terminate Absences for employees passed probation supervisors of terminated absence data probationary dates probations periods Process Automated Actions USF Probat Term-Supv Notif USF Time and Labor Manage time Manage Time and Administrator and labor Labor Payroll Manage Manage Administrator payroll Payroll Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 37
  • 38.
    Track Flexible Serviceand Tenure Group actions and Define rules for service Establish calendars for reasons that count accruals, including rounding Yes accruing service years toward accrual and adjustments Calendar HR Action/Category Service Rules Establish academic Identify experiences and Define or Update ranks, eligibility, and credits from other institutions Tenure Tracking probationary periods and apply toward tenure Information Academic Rank Experience/Credit Codes Review processing messages Processing Update to ensure accuracy Update Job messages service accrual Review Processing Messages Information Decide definitions? Track Tenure if need to? Review or update default Review changes made Activate tenure Track employee's Review current jobs Update the tenure service Create tenure reports tenure data, add to academic rank and Calculate tenure service for a Review temporary results of tracking for an service accrued from that count toward Temporary totals and employee service Tenure Calculation No additional details, and tenure status group or an individual Review? tenure calculation employee other institutions tenure results history Tenure Years of Service Decide if assign calculation group Review Rank/Status Perform Tenure Calculations Review Tenure Run Results No Job Data Create Tenure Data Review Related Jobs Perform Tenure Calculations Employee Tenure Status need to? Create Tenure Data History Human Need new Resource Assign and calculation Specialist Calculate Tenure group? Tenure Review results of tenure calculation accrual for calculation process summary Review Tenure Calc Summary Create calculation Yes groups Calculation Group Review history of service History credits Manage Service History health and Manage Health and safety data Safety Identify service Identify employee's Review jobs and Review accrual calculation group and Calculate service Review flexible service startup credits and positions eligible to processing results Decide No FTE value for prorating accruals Review? Calculations calculations exceptions accrue service credits View Periodic Results if need to? Track global Track Global accrued service Calculate Service Flexible Service Summary Flexible Service View Related Jobs Message Log assignments Assignments Job Data Need new Track Service calculation Review employee flexible group? service Reports Manage Calculated Service Report Manage Employee Service Report Absences absence data Create calculation Yes groups Calculation Group Time and Labor Manage time Manage Time and Administrator and labor Labor Payroll Manage Manage Administrator payroll Payroll Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 38
  • 39.
    Track Faculty Events Update or review my faculty events Activities Administrative Posts Committees Employee Presentations Professional Training Publications Student Advising Teaching Responsibilities Define committee details Define DETYA details Define administrative posts Committees Classification Code AUS Recruiting Recruiting Administrative Posts Committee Type Organization Unit AUS Yes Define employee case, i. e., Review the final, approved Review less sensitive case change in tenure status, title Review case information employee cases Employee cases information change Case Information Review Case Status Case Progress Identify Employee Case Case Review Status Rpt Track employee's administrative Update Job Update Administrative No Need to track? posts, titles, and appointments Information tracking data? posts Administrative Posts Track participation in activities Activities and committees and committees Review Committee Membership Human Activities Resource Track faculty competencies and Specialist Competencies accomplishments and accomplishments Presentations Publications Identify courses the employee is Manage Teaching health and Manage Health and assigned to teach responsibilities safety data Safety Teaching Responsibilities Track employee's student Decide Advisees advisees if need to? Student Advisement Track global Track Global Review Faculty history assignments Assignments Faculty history information Faculty Events Hist Rpt Identify full-time and part-time Load and report on teaching data Load FT Teaching Member Data Manage member data Manage Memberships Load Teaching Survey Data Absences Full-Time Member absence data Full-Time Surveys Create Survey Stats CAN Part-Time Surveys FT Survey Stats CAN Rpt Time and Labor Manage time Manage Time and Administrator and labor Labor Payroll Manage Manage Administrator payroll Payroll Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 39
  • 40.
    Track Advancement -FPS Review employees selected Identify promotable Promote Define grade promotion for promotion and add or Identify employees selected for employee population Eligible criteria remove employees promotion for a specified date Select Promotable Employees Define Promotion Rules Review Promotable Promotable Employees Report Employees Employees Define reclassification Simulate reclassification Update employee records with Calculate promotion probation Reclassify conditions and and save the results Validate reclassifications valid reclassifications period end dates Employees procedures Reclassification Validate Reclassification Update Career Calculate End of Probation Pd Define Reclassification Simulation Plan Headcount Decide - FPS if need to? Update career classification data for Modify an individual employees advancement Request new career Increment Step/Promotion Promote classification for individual FPS Human one employees Resource employee Increment Step/Promotion Calculate seniority and FPS Specialist Update seniority bonus to Identify expected step or sub Delete advancement data length of service Enter a Delete an Decide Advance speed up advancement Review career seniority step increment dates Decide Update career advancement Decide Increment Step/Promotion Calculate Seniority manual advancement if need to? Employees Update Seniority Bonus Review Career Seniority Step Increment Date if need to? Next Step Increment if need to? FPS Calculate Length of advancement FPS Reset Advancement Dates Service Promote Advance multiple multiple employees at one time employees Step Increment Manage health and Manage Health and Identify employees to be safety data Safety Advance a worker advanced and update career automatically records automatically Automatic Step Increment Update Job Repair/adjust the impact of Information Track global Track Global Simulate advancement for a Review advancement Clear the advancement inserting or deleting a assignments Assignments Simulate an Decide corps or employee simulation simulations career action with an old advancement if need to? Step Increment Simulation Career Simulation Report Delete Simulation Records effective date Retroactivity Processing Update the advancement Freeze Manage date or demote Manage or demote Absences Freeze Advancement/Demotion absence data an advancement FPS Manage time Manage Time and Time and Labor and labor Labor Administrator Manage Manage Payroll payroll Payroll Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 40
  • 41.
    Grant Tenure -FPS Update Job Terminate employee Information Review employee's competencies with those required by Competencies Review a Modify employee status position Validate Probation Extend probation period and provide information Period probation after the first on tenure rejection Update Status FPS Inform managers of Calculate tenure date Select employees eligible Notify trainee Review trainee grade and Review employee trainees eligible for for individuals or for tenure within specified supervisors of Need to step data and hold, Decide tenure dates tenure groups period probation and review? validate or deny tenure if need to? Manage Update Status FPS Trainees to be Given Manage Health and Calculate Tenure Date Calculate Future Tenures dates Validate Probation Period health and Tenures Safety safety data Grant tenure and update Grant Decide status code Compare employee's tenure if need to? Assign Civil Servant Status Human accomplishments with those required by Resource Accomplishments position Specialist Validate Probation Track global Track Global Period assignments Assignments Manage Manage Absences absence data Time and Labor Administrator Manage time Manage Time and and labor Labor Payroll Administrator Manage Manage payroll Payroll Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 41
  • 42.
    Track Citizenship Information Identify details about employee's substantial Substantial presence presence in the US Employee Presence Test USA Audit Passport/Visa expiration Passport/Visa expirations dates Passport/Visa Expiration Audit Respond to Need Human Employee to test or Lifecycle audit? Resource Specialist Audit citizenship/country/Visa Citizenship discrepancies Citizenship/Country/Visa Audit Manage health and Manage Health and safety data Safety Review, update and validate Decide Identification data identification data provided if need to? Identification Data Track global Track Global assignments Assignments Manage Manage Absences absence data Time and Labor Manage time Manage Time and and labor Labor Administrator Manage Manage payroll Payroll Payroll Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 42
  • 43.
    Track Employment Contracts Update existing contract with USF renewal information Service Agreements USF Prepay Identify prepay options Define contract types Define contract templates options Contract Prepay Options NA Define contract clauses Define Contract Types Create Create Yes Define Contract Templates Define Contract Clauses Legal Contract Type BRA Template? Define SPEE Templates ESP Define Contract Benefits ESP Respond to Need to Recalculate contract work Employee create or update What North Update contract pay Decide days Lifecycle contract? contract action is Recalculate No America Update Contract Pay NA if need to? Recalc Contract Work Days needed? NA Create employment contract Update contracts reports Renew pay contract Create Renew Update Update Contracts Yes Contract Information Report Renew Pay Contracts NA report? Human Update Contracts ESP Print Contrata XML File ESP Print Contracts ESP Resource Specialist No Identify the replacement contract Replace Replace Contract BEL Manage health and Manage Health and Track information on the Decide safety data Safety Decide termination of an employee's Belgium Terminate if need to? contract if need to? Terminate Contract BEL Track global Track Global Define contract end and reason assignments Enter an Define Contract End BEL Assignments end and reason Define Contract End Reason BEL Manage Update Contract Information with Manage Absences response data from official body absence data Spain Read External XML File ESP Review External XML File ESP Time and Labor Manage time Manage Time and Administrator and labor Labor Manage Manage Payroll payroll Payroll Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 43
  • 44.
    Review and ReportJob Summary Information Review job information Workforce Job Summary Multiple Jobs Summary View job data Job Summary JPN Compensation Summary USF Create workforce reports Personal Data USF Employee Turnover Analysis Generate Primary Job Audit workforce Pending Future Actions reports Request Ad hoc Process Department Action Notices Create job information reports Create As-of-Date Mass Report Personnel Actions History Create As-of-Date Request Employees on Leave of Absence Create Calendar Year Request Temporary Employees Database Audit Years of Service Create From/Thru Dates Request Social Report BEL Headcount Movement Official List ESP Current Headcount Profile Create AFI File ESP Workforce Survey Result (CAN) Establish Synchronization FRA Groups by Emplymt Type Rpt (CAN) Appointment Notification JPN Groups by OCC Group Report (CAN) Appointment List JPN Groups/Jobs Filled/Vacated (CAN) Generate Workforce Survey Stats (CAN) Completion of IC Transfer JPN job information As Of Date Request USF Employee Assignment List JPN reports Matricula Book (ITA) Matricula Calculation (ITA) Employee Listing SGP Personnel Actions History USF Appointment Affidavits USF Award Action USF Human Setup Wage/Separation USF Resource Print Wage/Separation USF Request Personnel Action USF Specialist Notice of Personnel Action USF Respond to Decide Request Prelim Empl Data USF Employee if need to? Lifecycle Review OEE workforce survey for View the OOE Canada workforce survey report Workforce Survey Results Create workforce reports for French Public Sector Part-Time Schedule FPS CS Position Request tbc FPS CS Position - Rqst Reject. FPS CS Position/Employee FPS Career - Request tbc FPS Manage health and Manage Health and Career - Request Rejected FPS Review job information for safety data Safety Generate Employee Career/Action FPS employee of French Public Sector French Public Sector Assignment - Request tbc FPS Merge Employees FPS reports Assignment - Rqst Rejected FPS Review Merge Results FPS Decide Work Time - Request tbc FPS Job Data FPS if need to? Work Time - Rqst Rejected FPS Job Data History FPS Compensation - Request tbc FPS Track global Track Global Current Status FPS Compensatn - Rqst Reject. FPS assignments Assignments CS Position History FPS Collective Orders FPS Assignment History FPS Individual Orders Edits FPS Career History FPS Collective Orders Updates FPS Current and Prior Career FPS Pending Orders FPS Career Seniority FPS CS Position/Career FPS Manage Career/CS Position Manage Absences Compensation History FPS absence data Time and Labor Manage time Manage Time and and labor Labor Administrator Manage Manage Payroll payroll Payroll Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 44
  • 45.
    Track Labor Relations Request change in job, if desired Employee Request Job Change Review My Job Change Request Identify disciplinary action, action taken, and final resolution Disciplinary Record Disciplinary Actions action Record Disciplinary Actions USF Record Negotiability Appeal USF Respond to Create labor relations reports Need to Employee Discipline Action Summary record? Lifecycle Grievance Detail Identify negotiability appeals item Employee Disciplinary Action Negotiability and tracking details Grievance Summary Record Negotiability Appeal USF Union Fees ESP Union Membership USF Union Membership Labor Relations Letters Identify grievances filed, action Grievance taken, and final resolution Record Grievances Manage health and Manage Health and safety data Safety Human Review earning Resource Obtain time worked Wage Update wage progression Review and adjust wage period details per pay Approve workers for wage information from Process advancements Decide Specialist progression payroll activity records progression details period about worker’s progression Process Wage Progression if need to? Update Wage Progression Review Wage Progression hours Approve Employees to Advance Extract Payroll Data Review Time Details Track global Track Global assignments Assignments Create layoff and recall Define groups of Process and maintain reports Review list of laid Layoffs and workers to layoff or Define layoff workers reemployment Reinstate Rehire laid off workers Layoff Roster Report Run layoff process off workers recalls recall parameters (recall) rights or recall Reinstate quickly Bumping Report Layoff Roster Layoff Roster Labor Group Layoff Roster Process Recall Rights workers? Reinstatement Roster Seniority Report Manage Report Manage Definition Recall Rights Candidate List Report Absences absence data Recall Roster Report Recall Rehire with more flexibility Recall Roster Time and Labor Manage time Manage Time and and labor Labor Administrator Payroll Manage Manage Administrator payroll Payroll Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 45
  • 46.
    Track Secondment Contributions- FPS Manage health and Manage Health and safety data Safety Calculate retirement Receive Respond to Create contribution amount letters Review employees in contributions for employees in employee Decide Employee to employees secondment secondment contribution if need to? Lifecycle Contribution Call Letter FPS Review Payment Cont FPS Calculate Contribution FPS payments Track global Track Global assignments Assignments Human Manage Manage Resource Absences absence data Specialist Time and Labor Manage time Manage Time and Administrator and labor Labor Manage Manage Payroll payroll Payroll Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 46
  • 47.
    Archive or DeleteEmployee Records - FPS Delete, and archive employee personal data, civil service position, work time, or Manage career data health and Manage Health and Delete Career Data FPS safety data Safety Delete ID FPS Personal Data Deleted ID FPS Respond to Employee File Cncl FPS Decide Employee Assignment Archive FPS if need to? Lifecycle CS Position Archive FPS Track global Track Global Career Archive FPS assignments Assignments Work Time Archive FPS Compensation Archive FPS Human Premium Archive FPS Resource Seniority Bonus Archive FPS Specialist EE Categorization Archive FPS Manage Manage Absences absence data Time and Labor Manage time Manage Time and Administrator and labor Labor Manage Manage Payroll payroll Payroll Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 47
  • 48.
    Track and ReportRegulatory Information Create regulatory reports - General Workforce Job Group Analysis Job Group Analysis Summary Job Group Movement Analysis Define regulatory reporting CAN Job Group Roster Define Canadian Pay Equity Terminations Analysis General Define Canadian NOC Codes Workforce Analysis Define Stats CAN Location Code, PRWORA-New HIre Institution Code( E&G) OSHA 301 Incident Report Regulatory Define Stats CAN Faculty Code, OSHA 301 Incident Report Print requirements Province Code( E&G) OSHA-200 Log for Canada Define Stats CAN Rank Code, OSHA 200 Incident Log Responsibility Code (E&G) Create regulatory reports - BRA OSHA 300A Annual Summary Define Stats CAN Department CIP CAGED File/Report BRA Brazil (E&G) Employee Registry Report BRA Define Stats CAN Degree Level (E&G) CTPS Receipt BRA Define regulatory reporting Manage Create regulatory reports AUS Regulatory requirements AUS Australia health and Manage Health and APS Employee Additional Data requirements Define ASCO Codes safety data Safety ASCO Report for Australia Define APS Movement Create and review DIMONA hire and Create APS PSMPC Define APS Non-English Code termination notifications to be sent to the Identify establishment information Belgium Social Security office (RSZ) in Type of Decide Establishments Establishments Belgium the form of structured XML files reports? if need to? Review Controlled Estb Ids Create DIMONA Notification (BEL) Track global Track Global Review DIMONA Notification (BEL) Regulatory reports - UK assignments Assignments Identify job tasks Load DIMONA Notification (BEL) Adverse Impact Job Code Tasks Type of Job tasks Job Group Roster Job Groups tracking? United Kingdom Joint Staffing Job Tasks Create regulatory reports CAN NI Fair Employments Define accommodations required for Employment Equity Termination Analysis disability reasons Manage Accomodations National Occupation Codes Workforce Analysis Manage Accommodation Types (USA) Absences Maintain Affirmative Actn Plan (USA) Official Language Requirements absence data Define edit and field Canada Pay Equity CPDF information for CPDF Canadian Academic Teaching Survey information CPDF Fields USF Full Time Report (E&G) CPDF Edits USF Canadian Academic Teaching Survey French Identify mandate information for Part-time Time Report (E&G) Creates regulatory reports ITA mandate French employees Equal Opportunities ITA Italy information Mandates FRA Disability Report ITA Human Union Report ITA Resource Creates reports on heavily disabled Define standard diagnosis Germany individuals DEU Specialist Diagnosis information Yes Heavily Disabled DEU information Diagnosis Manage diversity compliance NLD Complete ERE Data Netherlands Diversity Registration Employment ERE Data ESP Diversity Report regulations for ERE Company Data ESP Regulatory Reports ESP Spain ERE Employee Data ESP Create AFI file ESP Process ERE Data ESP Print Contrata XML File ESP Define Workforce Administration Read External XML File ESP Regulatory reporting Information FRA Administration Parameters BRA Spain Review External XML File ESP Pension/Cont. Contracts Review Parameters CBO Codes BRA Print Contracts ESP Compute Employee Survey for Brazil City Codes BRA ERE SPEE Communications ESP Edit Employee Survey Legal Movement Code BRA ERE Data Report ESP Employee Survey Report ERE Activity Periods ESP Disability France Monthly Workforce Need to Single Hiring Statement define No Personal Register Create EEO reports tracking? Workforce by Nationality EEO-1 Employer Info BIAF EEO-1 Job Analysis Report Election Report EEO-4 State/Local Govt EEO EEO-5 Job Analysis EEO Groups by PATCOB/POI USF EEO Grps by PATCOB/SubAgcy USF Create veteran reports USA EEO Groups by Series/POI USF VETS-100 Analysis Respond to EEO Grps by Series/SubAgcy USF VETS-100 Process Employee VETS-100 Submit Lifecycle Maintain Military Dischrg Date USA Veteran VETS-100 by POI USF Create regulatory reports USA VETS-100 by Sub Agency USF IPEDS-S (USA) SF113-A USF USA SF113-G USF New Hire USF Create CPDF reporting information New Hire Error USF Dynamic Table Status Table CPDF Edit Validation Error Report Dynamic/Status File Organizational Component File Time and Labor Manage time Manage Time and Labor Administrator and labor Payroll Manage Manage payroll Payroll Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 48
  • 49.
    Manage Health andSafety Human Resource Maintain Employee Data Specialist Verify Witnesses Define Health and Create Health and or Personnel Obtain Incident Safety Tracking Safety Reporting Involved with Information Information Information Incident Health and Safety Administrator Record Employee Medical Exam Results Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 49
  • 50.
    Create Health andSafety Reporting Information Create health and safety Health and Safety reports CAN Reporting Data WCB Form 7 CAN Canada WCB Incident CAN Create health and safety reports Prepare accident, incident , DEU Health and Safety and illness data and load to Accident DEU Reporting Data temporary data table DEU Illness DEU Germany Accident Data DEU Incident Location Summ DEU Illness Data DEU Reportable Accident/Illness DEU Health and Safety Prepare and load RIDDOR Reporting Data data GBR GBR RIDDOR Data GBR Public Service and Protection Regulatory Reports Commission Reporting AUS AUS Create APS PSMPC Create CAT and PPP Reports Regulatory Reports BRA BRA CAT Report BRA PPP Report BRA Obtain Incident Information Create report containing accident Regulatory Reports details CHE CHE Accident CHE Health and Safety Administrator Prepare BC WCB data for file Creates and sends the BC WCB Need to Regulatory Need to Regulatory Reports creation CAN EDI file CAN create? Reports create? CAN WCB EDI Data CAN Create WCB EDI File CAN Create legal XML files to Identify incidents that did not Regulatory Reports communicate accidents with and Record Employee result in the loss of wages ESP ESP without absence days Medical Exam Incident w/o Lost Wages ESP Print Delta XML File ESP Results Create a French health and safety Regulatory Reports report FRA FRA Work Accident FRA Create a report of injury or Create a Report of a Case of a Work Restriction Regulatory Reports dangerous occurrence Disease report GBR Summary GBR Injury/Dangerous Occ GBR Illness GBR Create OSHA reports OSHA 301 Incident Report OSHA 301 Incident Report Create list of case numbers and Regulatory Reports PrintOSHA 300 Incident Log details of the injury/illness USA USA OSHA 300A Annual Summary OSHA-200 Log (USA) Review Employee With Work OSHA 300 Runs Restriction summary OSHA 301 EE Incident Report Employee Work Restriction OSHA 301 NE Incident Report Smry Human Measure Resource deployment Specialist effectiveness Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 50
  • 51.
    Define Health andSafety Tracking Information Human Resource Maintain Specialist Employee Data Define accident or injury information Canada Accident/Injury Class/Subclass CAN Information Occupations CAN Canada Contributing Factors CAN Preventative Actions CAN Define accident or injury information Germany Case Officer DEU Corrective Actions DEU Accident/Injury Disease Class DEU Information Preventative Actions DEU Germany Unsafe Items DEU Work Area Class DEU Work Area Category DEU Define hazardous environments Work Area DEU Define accident or Dangerous Occurrences injury information Job Code Hazards Define medical data Accident Types Location Hazards Allergy Define physicians Body Parts Hazardous Conditions/Materials Define work restrictions Accident/Injury Define accident or injury information Immunization and facilities Need to Nature of Injury Hazard Units BRA Codes and Effective Dates Information Great Britain Medication Medical Facilities create? Source of Injury Hazard Concepts BRA Modified Work Great Britain External Scheme GBR Diagnosis Physicians Administrator Unsafe Acts Work Hazards BRA Occupational Illnesses Animals Involved Job Code Hazards BRA Transportation Work Area Hazards BRA Identify details for the Mexican mixed Mixed Committees committees Mexico Mixed Committee MEX Define medical services Australia Claim Threshold - Claims AUS Medical Services Claim Threshold - State AUS Australia Claim Threshold - Union AUS Medicare Item Details AUS Verify Witnesses or Personnel Involved with Incident Record Employee Medical Exam Results Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 51
  • 52.
    Obtain Incident Information Identify claims details related to a No rehabilitation plan for non-employee Create Non-Employee Rehab Plan Industrial Identify industrial hazard code Identify assigned case officers Hazard for employee (DEU) (DEU) Germany Coop Society Data Case Officer Assignment Identify claims details related to a Rehab for Yes rehabilitation plan employee? Create Employee Rehab Plan Yes Identify basic incident information Incident Details Incident Detail (rpt) Identify charges related to injury Verify Witnesses Incident Lost Work (rpt) Identify injury details or illness claims Is Health and or Personnel Record? Incident Incident Summary (rpt) Incident Yes Injury Details Open Claim rehabilitation Safety Involved with with injury? Location Incident Summary (rpt) Injury Details BRA Claim Summary Overview (rpt) needed? Incident Administrator Non-Employees In Incidents (rpt) Incident Claim Detail (rpt) Vehicle Incident Summary (rpt) Incident Details BRA No Identify any corrective actions and/or preventative No actions Identify Corr/Prevent Actions Identify information about Vehicle/ vehicles or equipment Equipment Vehicles/Equipment Involved Review all incidents by specific individual has been involved Review Employee Injury Summary Employees In Incidents (rpt) Review Injury Summary BRA Create Health and Safety Reporting Information Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 52
  • 53.
    Record Employee MedicalExam Results Identify basic exam and physician Health card information, test results and information comments Health Card (USF) Define Health and Safety Tracking Information Identify hearing exam classification Audio exam Audiometric Exam Identify basic exam information Eye exam Eye Exam Need to Create Health and Need Physical Identify basic exam information review health No Safety Reporting to record? exam Physical Exam card info? Information Health and Safety Respiratory Identify respiratory exam information exam Respiratory Exam Administrator Yes Identify basic exam and physician information such as name and Drug test data address and drug sensitivities from previous test administered Drug Test (USF) Identify medical examination dates Exam dates/status Review employee and exam status for employee (DEU) Germany information, position Employee Checklist information, physician information, drug sensitivities and previous tests, and drug test results Review Health Card Info Identify data to track employee Illness Identify case officers (DEU) (USF) illnesses (DEU) Germany Case Officer Assignment Illness Tracking Exam results Identify medical exam results (BRA) Brazil Medical Exam Results BRA Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 53
  • 54.
    Verify Witnesses orPersonnel Involved with Incident Identify additional employee Employee information information Employee Identify employment Employment information Employment Define Health and Obtain Incident Safety Tracking Need to track? Information Health and Information Safety Administrator Identify employee family Family information information Family Identify personal information Non-employee for non-employees involved information in incidents Non-Employee Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 54
  • 55.
    Track Global Assignments Respond to Complete Notify Employee Identify Global Identify Travel and Employee Assignment and of Global Assignment Education Lifecycle Update Assignment Information Allowances Actions Competencies Human Resource Specialist Perform and Receive Prepare for Complete Employee Assignment Assignment Global Information Assignment Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 55
  • 56.
    Identify Global AssignmentInformation Review information on Immediate dependents in employee's Family immediate family Review Immediate Family Data Identify basic assignment information such as type, dates Identify new host Assignment and host contact Add a Host Assignment Assignment Data Identify information about the Human What Identify Travel and disposition of employee home information is Home/Host Education Resource residences needed? Allowances Specialist Home and Host Data Identify dependents and beneficiaries, addresses, and Dependents personal information Dependent Data Review a summary of employee's assignment and organizational Summary relationships Review Assignment Summary Person Organizational Summary Employee Prepare for Assignment Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 56
  • 57.
    Identify Travel andEducation Allowances Employee Identify company-paid Company travel Paid Company Paid Travel Travel Dependent Identify additional Company company-paid travel Paid Dependent Company Paid Travel Travel Identify employee financial Identify supplemental Complete Identify Global Update Employee Human assistance information earnings and deductions Assignment and Assignment additional Educational International School/ Assignment Update Resource Information information Reimbursements Program Compensation Competencies Specialist Identify financial Dependent assistance information for Educational a dependent Reimbursements Dependent International School Identify employee's Accompanying dependents who will travel Dependent with the employee Dependent Accompanying Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 57
  • 58.
    Complete Assignment andUpdate Competencies Create report of Record information Track job information Human Identify Travel and while on assignment employee's on global regarding completed Maintain profiles Measure Resource Education assignments assignment and close deployment Home/Host Person Profiles Allowances Employee on Assignment host record effectiveness Specialist Information Report Home/Host Information Perform and Complete Global Employee Assignment Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 58
  • 59.
    PeopleSoft Manage Absences Maintain Manage Leaves Employee Data USF Authorize and Track FMLA Leave Manage Leave Transfers Human Resource Specialist Record Absences, Analyze Absence Measure Define Absence Vacations, Information and Deployment Tracking and Accruals and Identify Trends Effectiveness Assign Schedules Entitlements and Patterns Provide Absences to Payroll Request and Line Manager Approve Absences and Vacations Manage Time and Time and Labor Labor Administrator Manage Payroll Payroll Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 59
  • 60.
    Manage Leaves USF Request leave USF Request Leave of Absence Create an application to donate to leave bank or Leave Donations transfer program to be used External by an employee outside of the agency (USF) Review by effective date hours External Leave Donations contributed to or withdraw from Leave Bank employees participating in the leave Ledger bank program (USF) Create an application to Review Leave Bank Ledger Create Leave Donations donate leave to the leave applications Internal transfer program (USF) for? Process donations and update Voluntary Donations accruals, additional pay, and Review donations made to a leave leave ledgers (USF) Leave Donations transfer program recipient (USF) Request Leave Bank/Transfers Track Leave Donation Applications Create application to receive Update Leave hours from a leave program Leave Bank Requests (USF) Leave Admin USF reports (USF) Create Leave Recipient App Leave Acceptance Notifications Leave Bank Participants Human Inquire on automatic leave enrollment Decide if Need to Leave Leave Denial Notifications history (USF) Resource Maintain need to? review? Enrollment Leave Transfer Participants Track Auto Leave Enrollment Specialist Leave Bank Application/Donate Employee Data FEFFLA Leave Audit SF1150 Update Leave Accruals Review summary leave contributions, Initiate leave accrual process General withdrawals, and balances by leave balance for all employees Leave Summary Review and adjust employee enrollment in program type (USF) currently enrolled in the selected Information earnings accrual classes or manually enroll Review Leave Program Summary Measure benefit plan (USF) No employees in accrual classes (USF) Calculate Leave Accruals Deployment Employee Accruals Enrollment Effectiveness Accruals Update Leave Accrual Elections Review leave balances and totals for a Leave Balances particular employee (USF) Using auto Leave Accruals (rpt) enrollment for leave accruals? Automatically enroll employees in earnings accrual classes based on the PAR or leave Yes program activity and the leave class rules (USF) Request Auto Leave Enrollment Employee Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 60
  • 61.
    Authorize and TrackFMLA Leave Human Resource Specialist Authorize or deny FMLA request Review FMLA reports (USF) Record significant events that affect Measure Maintain (USF) Schedule FMLA Status Report FMLA leaves Deployment Employee Data Request/Authorize/Track Leave Request/Authorize/Track Leave Payroll Audit Report Request/Authorize/Track Leave Effectiveness Process FMLA Leave FMLA Request time off to care for Take requested themselves or time off from a family employment member Employee Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 61
  • 62.
    Manage Leave Transfers Request to Donate Leave GBL Donate Leave Request Request to Receive Donated Leave Receive Donate Leave Request Requests need No Maintain approval? Employee Employee Data Request to Return Unused Leave Return Unused Leave Request View Self Service Transaction History Yes Leave Transfer Request History Request to Terminate Participation in Program End Participation Request Define Leave Program and Leave Transfer Entitlements Leave Program Definition Define Leave Transfer Configuration Leave Transfer Configuration Define Leave Transfer Recipients Human Define Absence Leave Transfer Recipients Tracking and Resource Assign Schedules Specialist Initiate Leave Transfer Approve Leave Transfer Requests need Process Leave Donations Requests Yes Requests Manage Payroll approval? Run Leave Donations Initiate Requests Manage and Approve Requests View Leave Transfer No Transactions History View Transaction History Adjust Leave Balances Programs Adjust Leave Program Balances Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 62
  • 63.
    Define Absence Trackingand Assign Schedules Assign Track Time and Define calculation rules etc. for Define absence entitlement plans Work Schedule Labor Entitlements Absence Entitlements GBL Absence Entitlement Plans CHE (Using Time and Labor) Absence Entitlements Absence Entitlement Plans DEU Define absence types and Absence Types take parameters GBL Map absence to and Takes Absence Take Types Payroll Assign or override a specific Absence Takes employee's long-term, alternate Assign or Override or daily schedule Work Schedules Assign Work Schedule (Using Global Payroll) Daily Work Schedules Define absence take Pay Groups Need to Absence Need to parameters NLD define? Takes - NLD assign? Absence Takes NLD Add and update an entitlement Absence Define absence reasons GBR Assign for a global employee Yes Reasons - GBR Absence Reasons GBR Entitlements Assign Entitlements and Takes Vacation Entitlm and Takes BRA Record Absences, Vacations, Accruals Define the payee's prior and Entitlements services to be used in the Prior Service AUS Assign Identify information used by calculation Define Prior Service AUS Entitlements Global Payroll for France FRA Dependent Information Using Global Maintain Employee Payroll Absence Data Management? Define absence classes, types Human and specific details Monitor Absence Classes Resource Absences Absence Types Specialist Absence Parameters No Assign vacation plans to Leave Plans and Create vacation and leave plans Vacation Plan employees Vacation Buy/Sell Plans Vacation Benefits Vacation Plan Leave Plans Create holiday and work Assign holiday and work Holiday/Work Schedules schedules schedules using PeopleSoft Need to Need to Schedules (Using Holiday Schedules Human Resources define? assign? (Using Human Resources) Work Templates Assign Work/Holiday Human Resources) Work Schedules Schedules Create work schedules Schedules Create Work Schedules (Using Time and Labor) Assign Working Time Define working time directive Work Schedule Track Time and Labor Directive reporting parameters and default (Using Time and Labor) Reporting settings UK Working Time Directive UK Define benefits plan and programs Benefits Benefit Plan Benefit/Deduction Program Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 63
  • 64.
    Request and ApproveAbsences and Vacations View absence balances and Approve absence View absence requests history requests Absence Request History Absence Balances Absence Requests Absence Request History Yes Request Request absence on behalf of Employee direct report Absence Absence Requests Line Manager View absence balances and Is upper Approve absence management's history from direct reports No requests from direct reports approval Absence Balances Absence Requests required? Absence Request History Review View absence requests from And/Or? Absence direct reports Requests Absence Request History Review Review absence entitlement Absence balances Balances Absence Balances Maintain Employee Data Request Extended Absence View Extended Absence History Human Extended Absence Request Extended Absence Request History Resource Specialist Approve absence Manage requests Payroll Administer Extended Absence Review absence history View absence request status Absence Request History View Absence Request Detail Extended Absence Request History Employee Request time off from work Review absence entitlement balances Request Absence Absence Balances Request Extended Absence Forecast Absence Balances View Forecast Balance Results Request Absence View Forecast Balance Results Request Extended Absence Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 64
  • 65.
    Provide Absences toPayroll Global Payroll Provide absence information to North American North American Payroll Payroll To Payroll for North America Record Absences, Human Vacations, Payroll Resource Accruals, and system? Specialist Entitlements Provide absence to Payroll Payroll Interface Interface To Payroll Interface Time and Labor Request and Line Manager Approve Absences and Vacations Time and Labor Administrator Manage Time and Labor Payroll Manage Administrator Payroll Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 65
  • 66.
    Record Absences, Vacations,Accruals and Entitlements Provide approval decision Line Manager for vacation request Request/Approve Vacation Run payroll Update employees' before leave Absences Need to accrual Leave accrual records after or leave review or Vacation Accruals balances are Accruals payroll run accruals? update? calculated Accrue Vacation Record information and comments about the maternity Review leave accrual or parental leave Initiate leave accrual balances and totals for a Maternity Leave Maintain Maternity Leave (UK) process balance Leave Accruals particular employee Maintain Parental Leave (UK) Calculate Periodic Review Accrual Balances Maternity Leave CHE Accrual Leave Accrual Maternity Leave DEU Adjust a payee's frequency-based entitlement Consolidate company workforce Identify details of the Add and update an absence Absences Entitlement data - NLD Track employee's Incidental absence, follow-up event for a global employee and Take Assignment Export Company Data NLD first day of absence Absence actions and comments Absence Event Employee Illness Notification NLD and salary Absences Create/Update Absence Absence Event AUS Illness Notification by Group NLD information for Entitlement Absence Event BRA WAO NLD Absence Event ESP WAO Data NLD Absence Event Need to Absence Event GBR update? Protected Identify absence as Analyze Absence Human Absence Event MEX Absence Event NLD Absence protected BEL Information and Identify Resource Track employee's BEL Create Protection Trends and Patterns No Absence Event NZL Review or adjust Specialist Vacation Acquis Prd-Sched BRA pay in advance data absences or entitlements Absence Maintain Acquisitive Prd BRA Pay in Advance AUS for reduced hours Balance Pay in Advance NZL Adjust Absence Balances Record information about the Define Payee Data NLD maternity or parental leave - CHE, DEU Review maternity and parental leave Using Global Need to Maternity/ Maintain Maternity Leave UK details Provide Absences to Extended Request Extended Absence Approve Extended Absence Absences And/or? Payroll Absence Yes record details Parental Maintain Parental Leave UK Review Parental Leave by Dept UK Payroll Absence Extended Absence Request Administer Extended Absence Insert an absence event Management? for? Maternity Leave CHE Review Parental Leave by Emp UK into the GP Core Maternity Leave DEU component Illness/Maternity S503 Dtl ITA EIP CI: GP BRAZIL - Record vacation details - BRA VACATION ENTRY Vacations Vacation Entitlm and Takes BRA Provide Approved Absence Updates absences Absence FPS Absences FPS Define Absence Mass Data Request collective vacations - BRA Tracking and Vacation Mass Vacation Programming BRA Assign Requests Verify time available to Schedules Identify reason for vacation Provide approved Vacation request for vacation Capture Vacation Absence absence to Oracle Mass Generate a massive absence event - Request/Approve Vacation Workforce Scheduling Absence MEX Publish Absence Data to Request Create Mass Absence Rqst MEX OWS Request vacation Employee Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 66
  • 67.
    Analyze Absence Informationand Identify Trends and Patterns Review and forecast absence Absence balances Balances Review Absence Balances AUS Review Absence Balances AUS No Absence Review exception details, absence Exceptions dates, and payment details GBR Review Absence Exceptions GBR Review all types of employee absences in a Record Absences, Create absence reports GBL Absence Using Global graphical format Vacations, Absence Listing Calendar Payroll Absence Yes Review Absence Accruals, and Absence Absence Periods Calendar Management? Create absence reports GBL Entitlements Reports Time Lost Due to Absence Absence Results Register GBL Global Payroll Core Create absence reports NLD Absence Create absence history reports - Review a list of all Need to Create Illness Statistics NLD Summary History AUS Absence absences for an create or Create NLD Illnesses by Group NLD by Reports Leave History AUS reports employee review? Illnesses by Employee NLD Employee AUS Leave Liability AUS for? Summary by Employee Long-term Illnesses NLD Calculate, Decide Family Create family allowance reports Confirm, and info to Absences Review Allowance BRA GBR Review all employee Provide Payroll review? Summary Calculated or report? Reports Family Allow. Term of Resp BRA absences within a Using PeopleSoft by BRA Family Allowance Registry BRA department Global Payroll Department Summary by Department Create absence reports GBR Human Absence Create absence reports BRA Bradford Score GBR Resource Reports Vacation Receipt/Notice BRA Review all employee BRA Vacation Credit Report BRA Summary Specialist by absences within a department and Department Review working time for the UK subordinate departments Tree Working Time Directive Summary by Dept Tree Create absence reports MEX Review Absence Review Dept Time Directive Absence History MEX Review Employee Time Directive Reports Vacations MEX MEX Vacations Summary MEX Absence Create absence reports SGP Reports Leave Liability SGP SGP Leave History SGP Absence Create absence reports NZL Measure Reports Leave History NZL Deployment NZL Leave Liability NZL Effectiveness Absence Create absence reports MYS Reports Leave History (MYS) MYS Leave Liability (MYS) Absence Create absence reports USA Reports Results Register USA Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 67
  • 68.
    Manage Time andLabor Human Maintain Manage Resource Employee Data Absences Specialist Report to Work Review Schedules Report and Perform and Forecasts Time Duties Request Overtime Employee and Obtain Approvals Request Absences and Approvals Review and Approve Resolve Time Line Manager Entry Exceptions Time Resolve Time Administration Exceptions Enroll Time Time and Labor Reporters, Assign Create Payable Administrator Schedules, and Time Setup TCD Distribute Time Review and Adjust Information Time Summaries Payroll Manage Payroll Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 68
  • 69.
    Enroll Time Reporters,Assign Schedules and Setup TCD Human Maintain Resource Employee Data Specialist Review Schedules Employee and Forecasts Update dynamic Update Update existing Yes group membership Existing time reporter Refresh Dynamic Time Maintain Time Group Reporter Reporter Data Create or update calendars, Determine Using No dynamic groups or action to take security? groups? Enroll new time Assign time reporter's Enroll reporter long term schedule Enroll time reporter in Review compensatory New Create Time Assign Schedule to compensatory plan plan assignments Associate security Reporter No Reporter Data Group Comp Plan Time Reporter Status Group using groups Assign Work Schedule Enrollment Comp Plan History Create static Yes Static Security TL Permission List Scheduled Hours (Rpt) groups Groups Security Setup Static Group Time Send Time & Labor setup Collection data to TCD Create or Static or Device Send Setup to TCD Apply security Update Groups for Dynamic (TCD) using? Reporting Security Groups? Time and Create dynamic Dynamic Labor Groups groups HR Tree Assign security Administrator Dynamic Group Security using HR Tree Create or Apply override update what? rules to time No reporter Override Rules Create time periods Daily Weekly Review or update Static or Create Monthly Static static groups Apply Yes Dynamic Time Periods Repeating group Time Reporters in overrides? Group? Complex Groups Build Time Period Calendar View Time Period Calendar Review dynamic Refresh dynamic Dynamic group membership group membership group Time Reporters in Refresh Dynamic Create or update schedules Groups Group Schedule Group Create or Shifts Update Schedules Workdays Definitions Schedules to be Validated Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 69
  • 70.
    Review Schedules andForecasts Enroll Time Time and Reporters and Labor Assign Schedules Employee Configure Schedule Provide time reporter schedule preference Schedule Preference data to Oracle Workforce Scheduling Preference User Preferences EIP (AM):SCH_PREFERENCE_SYNC Report to Work and Perform Duties Employee Employee Need to Review work schedule by day Work review? Monthly Schedule Schedule Review forecast time Provide Time Forecasted Time Summary scheduling Forecasts Time and Labor Launch Pad feedback Forecasted Time Detail Override employee's Continue schedule for one or Retrieve time reporter schedule data from Override many employees for Oracle Workforce Scheduling Schedule Override one or many days EIP (AM):SCH_OWS_SCHEDULE Review employee work Schedule Manage Schedules Employee schedule Determine Work Manage Schedules action to take Schedule Assign Manage Schedule Options Schedule Assign time reporter's long-term schedule Assign Work Schedule Review time forecasts Review time detail Need to Time Forecasted Time Summary Forecasted Time Detail review? Forecasts Line Manager Time and Labor Launch Pad Time and Labor Launch Pad Review time management Time Calendars Management Monthly Time Calendar Calendars Weekly Time Calendar Daily Time Calendar Employee Configure Schedule Provide time reporter schedule preference Schedule Preference data to Oracle Workforce Scheduling Preference Publish Schedule Preference EIP (AM):SCH_PREFERENCE_FULLSYNC Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 70
  • 71.
    Report Time Human Manage Resource Absences Specialist Report Using Report to Work Receive mobile time entries from PeopleSoft Expenses Prepare and and Perform Expenses Mobile Submit Expenses Duties EIP (AM): ELAPSED_TIME_ADD Client Request Overtime and Obtain Retrieve time reporter data from collection Approvals Time Collection devices Device EIP (AM):ELAPSED_TIME_ADD Employee EIP (AM): PUNCHED_TIME_ADD Request Absences Report Mass Time using date and Approvals Report Using ranges Date Ranges Mass Time Select time reporting Report Time Online Report method Web Clock Online Timesheet Review and Approve time Report Using Report time Approvals Resolve Time Entry Yes Mass Time Date Ranges Mass Time required? Exceptions Timesheet Line Manager Provide to Report time by Time Reporter Manager Timesheet No Create Payable Time Report or modify employee Insert multiple rows into Calculate, Confirm, and Determine Report Overtime overtime information Positive Input Provide Payroll using action to take (CHE/MEX) Enter Overtime CHE EIP (CI): GP MEXICO - PeopleSoft Global Payroll Enter Overtime MEX OVERTIME DATA ENTRY Provide “SB” and “AP” punch time to Oracle Time and Workforce Scheduling Publish Reported Time Labor Administrator Report Manually record reported time Time Rapid Time Provide punch data to Oracle Workforce Scheduling EIP TL_REPORTED_TIME_SYNC Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 71
  • 72.
    Request Overtime andObtain Approvals Report No Time Request Overtime View the status of a Report to Work Need to Reporting for Overtime Requests request for overtime Employee and Perform No request overtime Yes CHE? Request Overtime Add View Overtime Duties in advance? Request Overtime List Request Yes Report overtime View submitted TO online CHE approval status Request Overtime View Overtime CHE CHE View overtime View overtime Approve Overtime Calculate, Confirm, and View Overtime CHE requests Overtime Provide Payroll Using balances View Overtime Overtime Requests PeopleSoft Global Payroll Overtime Balances Line Manager CHE (hidden) Requests Approve Overtime Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 72
  • 73.
    Request Absences andApprovals Review absence balances Report to Work Request absence and history and Perform Report Time Absence Request Absence Balances Duties Absence Request History Employee Review absences Record absences Absence Request Line Manager Absence Request History Absence Balances Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 73
  • 74.
    Review and ResolveTime Entry Exceptions Review time entry Employee Report Time exceptions Exceptions Make Changes Make changes to Setup Data to setup data Review and Retain or delete Change setup Line resolve exceptions resolved exception data or correct online history (cleanup) Manager Exceptions time reported? Exceptions Correct time Correct reported Time Reported Timesheet Review and correct TCD errors Create Payable TCD Reporting Review TCD Errors Time Correct Punched Time Errors Correct Elapsed Time Errors Make Changes Make changes System Review to Setup Data to setup data detected Yes exceptions Time and exceptions? for? Labor Administrator Review Rapid Time Rapid Change setup exceptions Time data or correct Exceptions Reporting time reported? Exceptions History No Review and resolve Correct exceptions Time Reported Rapid Time Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 74
  • 75.
    Create Payable Time Report Time Employee Review and Line Resolve Time Manager Entry Exceptions Submit all rapid time Submit rapid time Submit All Rapid Time Forecast payable Forecast payable time time Request Time Administration Perform validations and calculate gross amounts Distribute Time Request Time Information Determine Administration Time and action to take Labor Administrator Create payable time Select time Review reported Build rule map and Create Update task Finalize payable reporters and Build time reporter Track Apply rules to TRC time that did not identify period of intermediate profiles and apply time for distribution combine into profile attendance and task data get to Payable interest payable time rounding rules and review batches Request Time Request Time Request Time Time Request Time Request Time Request Time Request Time Request Time Administration Administration Administration Unprocessed Administration Administration Administration Administration Administration Reported Time Calculate gross amounts Resolve Time Request Time Administration Administration Exceptions Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 75
  • 76.
    Resolve Time AdministrationExceptions No Make Changes Make changes Decide if Time and to Setup Data to setup data satisfied? Labor Review Rapid Time Administrator Create Payable exceptions Decide if Time Exceptions need to? Yes Exceptions History Correct Rapid Correct Time reported Time Reported Rapid Time Approve Time No Make Changes Make changes to Setup Data to setup data Line Manager Change setup Retain or delete Review exceptions data or correct time resolved exception Decide if Exceptions Yes reported? history (cleanup) satisfied? Exceptions Review and Correct correct time Time Reported reported errors Timesheet Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 76
  • 77.
    Approve Time Approve payable Approve payable Time time Self Service Payable Time Line Approve Approve reported Manager Approval? Yes Approval reported time method? time Reported Time Approve payable Approve time payable time Payable Time Edit reported Yes Report Time time? Resolve Time Administration Exceptions No Time and Approve time by batch Approve time Labor by batch Request Batch Administrator Approval Process Distribute Time Information No Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 77
  • 78.
    Distribute Time Information Line Approve Manager Time Review and adjust time summaries Receive request to provide estimated labor Send Estimated Costs to Projects or Other Send estimated cost Systems Estimated payable time to Service: Estimate and Forecast Time Service: T&L Estimated Time Labor Costs to Projects Request EIP s(AM): ESTIMATED_TIME_BATCH Projects Publish Estimated EIP (AM): ADD; Payable Time ESTIMATE_FORECAST_TIME_REQUEST FORECASTED_TIME_BATCH_ADD Create Payable Send Actual Costs to Projects Systems once Time payable time has been approved Actuals to Projects Service: T&L Actual Time (Not Payroll) EIPs (AM): ACTUAL_TIME_ADD; ACTUAL_TIME_BATCH _ADD Time and Need to Review and Adjust Labor provide? Review Payable Time that Send payable time to North American Receive payroll costs from North Time Summaries Administrator Payable Time to did not get to Payroll or was Payroll System American Payroll System and trigger NA Payroll rejected by Payroll Integration (COBOL): Load Time and labor distribution and dilution Unprocessed Payable Time Labor Integration (AE): Extract TL Costs "Closed" Send "closed" payable time to Actuals to Projects Projects as actual costs without Labor Publish Actual Payable Time Distribution Send payable time to Global Payroll Receive payroll costs from Global Payable Time to System Payroll System and trigger labor Global Payroll Integration (COBOL): Process Payroll/ distribution and dilution Absence Integration (AE): Time and Labor Payroll Manage Administrator Payroll Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 78
  • 79.
    Review and AdjustTime Summaries Review time summaries for employees Employee Payable Time Summary End Self-Service Info Employee Payable Time Detail Compensatory Time Review time summaries for direct reports Payable Time Summary Payable Time Detail Line Compensatory Time Manager Accumulators Manager Self-Service Info Overtime Balances Time and Labor Launch Pad Monthly Time Calendar Weekly Time Calendar Daily Time Calendar Review attendance information Attendance Attendance History Attendance Actions Review compensatory time Comp Time Adjust payable Compensatory Time Manage time Payable Time Adjusted Projects Adjust Paid Time Yes Review status Distribute Time Need to Review? Status Time Reporter Status Information Adjust? Payable Status Time and Labor Review time administration Administrator processing data Time Administration Statistics Processing Archived Batches Information Archived Rule Maps Unprocessed Reported Time Unprocessed Payable Time Review timecards No Time Cards TimeCard Time Audit time information Information Reported Time Audit Audit Human Measure Resource deployment Specialist effectiveness Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 79
  • 80.
    Manage Payroll Human Maintain Manage Absences Employee Data Resource Specialist Manage Time and Time and Labor Labor Administrator Create Payroll Calculate, Confirm Reconcile and Create Payroll Regulatory and and Provide Distribute Payroll Information Tax Reporting Payroll Information Information Payroll Administrator Provide Employee Reconcile and Create US Federal Calculate, Confirm Individual Create US Federal Distribute US Payroll Regulatory and Provide US Retirement Payroll Information Federal Payroll and Tax Reporting Federal Payroll Information to Information Information OPM Create GBL Create GBL Calculate, Confirm Payroll Regulatory Global Payroll Employee Payroll and Distribute GBL Reporting and Tax Information Payroll Administrator Information Send Employee Payroll Data to External Payroll System Interface Administrator Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 80
  • 81.
    Create Employee PayrollInformation Using PeopleSoft Payroll for North America Human Maintain Manage Resource Employee Absences Specialist Data Request W-2 reissue W-2 Reissue Request W-2 Reissue Request USA Add or update direct deposit information Direct Deposit Send employee direct deposit information to PeopleSoft Expenses Add or update your voluntary deductions EIP (AM): Employee Voluntary Deductions DIRECT_DEPOSIT_FULLSYNC; DIRECT_DEPOSIT_SYNC Review or change W-4 information W-4 Tax Information W-4 Tax Information USA Update consent to receiving tax information electronically T4/T4A Consent W-2/W-2c Consent Update payroll options and/or Create employee deductions create additional pay Override Benefits Deductions Send employee direct deposit information Update Payroll Options Create Garnishments to PeopleSoft Expenses Create Additional Pay Review Garnishments EIP (AM): Contract Payment Details Create General Deductions DIRECT_DEPOSIT_FULLSYNC; Update Payroll Options (CAN) Override General Deductions DIRECT_DEPOSIT_SYNC Create Additional Pay (CAN) Review U.S. Savings Bonds Contract Payment Details (CAN) Request Direct Deposit Purchase Canada Savings Bonds (CAN) Override Benefits Deductions (CAN) Record federal, state and local tax data and Create Garnishments (CAN) create reports Review Garnishments (CAN) Default Tax Data Report Create General Deductions (CAN) Employee Tax Information Rpt Override General Deductions (CAN) W-4 Exemptions Report Request Direct Deposit (CAN) W-4 Audit Report Determine W-4 Exempt Renewal Update Employee Tax Data Update Tax Distribution Initiate mass employee updates Reset W-4 Exempt List of tax data Employee SSN Verification Payroll Update Mass Tax Data Reset W-2 Consent Status Administrator Update Two-Tier Suppl Data Year-End Consent Status Report Default Tax Data Report (CAN) Employee Tax Information Rpt (CAN) No Exemption Report (CAN) Update Employee Tax Data (CAN) Update Tax Distribution (CAN) Review T4/T4A Consent Status (CAN) Reset T4/T4A Consent Status (CAN) Calculate, Confirm Tips Year-End Consent Status Report (CAN) and Provide involved? Payroll Review employee tip records and status Calculate and approve tip Review Allocation by Employee Identify tip gross receipt allocations and create Update company allocated Allocation by Employee Report Yes information balances report tip balances Employee Receipt Rpt Update Employee Gross Receipts Calculate/Approve Allocation Update Allocation Balances Review Allctns by Balance Verification Report Establishment Allctn by Establishment Report Review Allocation Status Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 81
  • 82.
    Calculate, Confirm, andProvide Payroll Using PeopleSoft Payroll for North America Time and Labor Manage Time and Labor Administrator Yes Need to Review summary reports of retro pay Create Payroll create retro requests Information pay? Change the individual and mass Retro Pay Request and Trigger Summary Re-create Review a summary of retroactive pay process flag. No Retro Pay Summary End Yes Process mass retro pay request retro pay? retroactive pay requests and Review retro pay Change Retro Pay Process Flag Retro Pay Calculations Process Mass Retroactive Pay Calculate retro pay and review Yes No triggers processing messages Retro Pay Interest Limit results Need or Retro Pay Messages Retro Pay Terminations Retro Pay Request and Calculate Retroactive Pay corrections? Create Retro Request in Job or Retro Pay Messages Trigger Summary Update Retro Pay Calc Results Addl Pay via Event Handler Report Receive request for Payment on a Variable Load retro pay data to paysheets Validate variable No Compensation Award Load Retro Pay to Paysheets compensation award data EIP (AM): Validate Variable Comp VAR_COMP_PAYMENT_REQUEST Awards (NA) Receive request for payment of employee referral Create paysheets by pay calendar Create final check program awards and acknowledge receipt Create Contract Pay Create Paysheets paysheets EIPs (AM): Create Contract Review Pay Calendars Create Final Check Print Earnings Print paysheet earnings distribution PAYMENT_ERECRUIT_REQUEST; Contract Yes Projected Pay Create Paysheets (CAN) Paysheet Distribution Print Paysheet Earnings Dist End PAYMENT_ERECRUIT_ACKNOWLEDGE Pay Create Contract Review Pay Calendars (CAN) Apply payment Create Final Cheque for Audit Print Paysheet Earnings Dist (CAN) Projected Pay (CAN) request information Paysheet (CAN) Load Paysheet Perform pre sheet audit Receive request for payment of employee expense Customer Transactions On-Cycle Presheet Audit Report Record hours and amounts from Rapid Need final Print paysheets advances and reimbursements and acknowledge type? Paysheet Presheet Audit Report Entry paysheets for final Print Paysheets Print Paysheets EIPs (AM): Transactions Report No Need to... (CAN) Create Rapid Entry Paysheets check Print Paysheets (CAN) PAYMENT_EXPENSES_REQUEST Load Paysheet Budget Check Reports Create Rapid Entry Paysheets (CAN) requests? PAYMENT_EXPENSES_ACKNOWLEDGE Transactions (CAN) Employee Budget Log Paysheet Commitment Position Budget Check Transactions Report Review and update payline earnings Accounting Log (CAN) By Payline Security Review and update or Budget Check log By Payline Earnings override paysheets Review and update Request process to Receive sales commission information for payout Record hours and amounts from By Payline Earnings Security By Paysheet payline by employee Need unsheet EIP PSHUP Adjust Paysheets By Paysheet Earns Short Form Yes By Add Balance Page By Payline to unsheet? Pay Unsheet Update Paysheet Transactions By Payline Security (CAN) By Paysheet (CAN) By Payline (CAN) Pay Unsheet (CAN) Update Paysheet Transactions (CAN) By Payline Earnings (CAN) By Add Balance Page (CAN) By Payline Earnings Security (CAN) By Paysheet Earns Short Form (CAN) No Advise Variable Compensation of awards that have been accepted or rejected EIP (AM): VAR_COMP_PAYMENT_ACKNOWLEDGE Make adjustments to paysheets By Paysheet Advise Expenses of info that has been accepted or Review pay calculation or confirmation By Add Balance Page rejected results By Payline EIP Deduction Register By Payline Security Payroll Register By Payline Earnings Cost Center By Payline Earnings Security Other Earnings Register Yes By Paysheet Earns Short Form Deductions in Arrears By Paysheet (CAN) Deductions Not Taken By Add Balance Page (CAN) No Payroll Summary Perform pre-calculation Review and update actuals Review payroll error messages By Payline (CAN) Add new paysheet Create on or off-cycle Employer Benefit Contributions audit Review Actuals Distribution Review Payroll Error Messages Correct By Payline Security (CAN) page and payline pay calculations Garnishment Prorations Off-Cycle Precalculation Audit Report Contract Pay Details Payroll Error Message Report calculation By Payline Earnings (CAN) By Paysheet Calculate Payroll Employees Not Processed Report Precalculation Audit Report Review Actuals Distribution (CAN) Review Payroll Error Messages (CAN) errors? By Payline Earnings Security (CAN) By Paysheet (CAN) Calculate Payroll (CAN) Contract Pay Discrepancy Report (CAN) Contract Pay Details (CAN) Payroll Error Message Report (CAN) By Paysheet Earns Short Form (CAN) Perform pre confirmation audit Confirm pay Canada Payroll Savings File (CAN) Must Reverse pay confirmation Ready to Preconfirm Audit Report Yes Confirm Payroll Deduction Register (CAN) reverse pay Yes Unconfirm Payroll confirm? Preconfirm Audit Report (CAN) Confirm Payroll (CAN) Payroll Register (CAN) confirm? Unconfirm Payroll (CAN) Cost Centre (CAN) Other Earnings Register (CAN) Calculate final earnings Deductions in Arrears (CAN) deductions and taxes Deductions Not Taken (CAN) No Calculate Payroll Payroll Summary (CAN) No Calculate Payroll (CAN) Employer Benefit Contributions (CAN) Stats Can Non-Educ Institute (CAN) Overtime Bank (CAN) Business Payrolls Survey File (CAN) Save and Print Stats Can Educ Institute (CAN) Payroll type? with Off-Cycle Canada Savings Bond Purchases (CAN) Pay Run Employees Not Processed Report (CAN) Integration: Time and Labor Interface Contract Pay Discrepancy Report (CAN) retrieves and consolidates payable time information for selected time reporters and sends cross reference Confirm and print numbers back to TL Confirm Review/Print Online Check Payroll and Print Review/Print Online Create or update Cheque (CAN) Administrator paysheets and calculate Review online pay Create Online Check calculation results Manual Online Paysheet View/Print Online Check Need to... Load time reporter payable time from Create Online Cheque View/Print Online Cheque Delete check information Review TL load history Verify that wages were Time and Labor (CAN) (CAN) Review/Print Online Check Review Time and Labor Load Delete overstated Load Time and Labor Online Paysheet (CAN) Review/Print Online Review Time and Labor Load (CAN) Review Payroll Error Messages Record adjustment Calculate pay for Load Time and Labor (CAN) Cheque (CAN) Review and reverse original check Single Paycheck for Create Employee Pay Payroll Error Message Report Create on paysheet adjustment and create off-cycle paysheet Yes Individual Employee paysheet Overstated Review Payroll Error Messages payback? By Paysheet Calculate Payroll Immediate Payment method? Review Paycheck Summary (CAN) By Paysheet (CAN) Calculate Payroll (CAN) Create online check data Review FLSA Pay Data Calculate pay for Payroll Error Message Report Reverse and confirm Record adjustment Was using automated process Reverse/Adjust Paychecks adjustment (CAN) reversal on paysheet employee Create Online Check Reverse Review Paycheque Summary Calculate Payroll Review/Print Online Check By Paysheet pay under or over Automatic Online Paysheet and Confirm (CAN) Calculate Payroll Review/Print Online By Paysheet (CAN) stated? No Create Online Cheque Review ROE Insurable Earnings (CAN) Cheque (CAN) Create pay calculations for Confirm pay for (CAN) (CAN) Online Paysheet (CAN) Employee Pay underpayment adjustment Reverse/Adjust Paycheques Understated Calculate Payroll Confirm Payroll (CAN) Calculate Payroll (CAN) Confirm Payroll (CAN) End Reconcile and Adjust Distribute Payroll Information Add new paysheet and Calculate employer Confirm pay for Review pay Review reversal Confirm check payline taxes and deductions manual check calculation or Reverse paycheck Review pay Manual Check results reversal By Paysheet Calculate Payroll Confirm Payroll confirmation Adjust or Reverse/Adjust Paychecks calculation or Reverse Review Paycheck Confirm Payroll End By Paysheet (CAN) Calculate Payroll (CAN) Confirm Payroll (CAN) results reverse? Reverse/Adjust Paycheques confirmation Review Paycheque Confirm Payroll (CAN) results (CAN) (CAN) Manage check results Create final check paysheets online Paycheck Online Request Final Check Request Final Cheque Adjust employee balances Request final check (CAN) 1042 Taxes Create Request Request Final Check PrePays paysheet Check Request Final Cheque Need to... Arrears method? (CAN) Balance Adjustment Report Create and review Check Year-to-Date paysheet and payline Review check register and Deductions Pay Run Request Final Check reconciliation reports Review employee balances Print checks Earnings Request Final Cheque Check Register Advise HR PrePays Print Checks Review and Garnishments (CAN) Printed Employee Check Information Helpdesk of Need to 1042 Taxes Create Create PDF Paychecks Need reprinted No verify printed Errors? Yes Special Accumulators Check Report discrepancy, if adjust... Arrears Final check Print Cheques (CAN) checks? checks Taxes Cheque Register (CAN) needed Check Year-to-Date method? Create PDF Paycheques PrePays (CAN) Employee Cheque Information Deductions Employee Balance Adjustment Report (CAN) Report (CAN) Earnings Manage No Balances Balances Arrears (CAN) Yes Garnishments Create paysheet for Calculate earnings Create final check reports and review payment Cheque Year-To-Date (CAN) Confirm pay for Special Accumulators final check deductions, taxes, results distribution Deductions (CAN) final check Taxes Create Create Final Check and net pay Final Check Reconcile Report Earnings (CAN) Confirm Payroll Create replacement Print checks Employee Earnings Snapshot Rpt Paysheet Paysheets Calculate Payroll Final Check Requests Report Need to Special Accumulators (CAN) Confirm Payroll checks Print Checks Distribute Employee Earnings Record Rpt Create Final Cheque Calculate Payroll Final Cheque Reconcile Report (CAN) adjust... Taxes (CAN) (CAN) Reprint Checks Create PDF Paychecks paychecks PrePays (CAN) Paysheets (CAN) (CAN) Final Cheque Requests Report (CAN) Garnishments (CAN) Reprint Cheques Print Cheques (CAN) Arrears (CAN) ROE (CAN) (CAN) Create PDF Paycheques Cheque Year-to-Date (CAN) Deductions (CAN) Method of Earnings (CAN) payment Create check for employee Special Accumulators (CAN) distribution? Create Slf Srvc Manual Cheques Delete obsolete balances Manual Print pre-note Taxes (CAN) Obsolete Create PDF Paycheques Provide pre-notification Delete Balances Check memos Garnishments (CAN) Balances Create Slf Srvc Manual Cheques (CAN) Prenotification Report Delete Balances (CAN) Prenote Memo ROE (CAN) Create PDF Paycheques (CAN) Employee Earnings Snapshot Rpt (CAN) Employee Earnings Record Rpt (CAN) Format information and Create direct deposit Adjust imputed income advice registers Imputed print direct deposit file Calculate Adjustments Advice Register Income Create direct deposit file Print Advice Forms Adjustment Report Direct Create Direct Deposit File Create PDF Advice Advice Register (CAN) Review Deposit Create Direct Deposit File Forms (CAN) Print Advice Forms (CAN) Create PDF Advice Review direct deposits Review and adjust Forms by company garnishment balances Direct Deposit Register Garnishments and create report Direct Deposit Register Distribute Garnishments (CAN) advice Garnishment Prorations Create EFT file for information direct deposit of child support payments Child Support - EFT Review payroll supporting End Employee documentation View Paycheck Contact HR Direct Deposit Helpdesk Voluntary Deductions Paycheck Modeling Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 82
  • 83.
    Reconcile and DistributePayroll Information Using PeopleSoft Payroll for North America Review actuals distribution Create accounting lines - Send payroll accounting transactions to the Update retro distribution information Review Actuals Distribution Create accounting line Update Actuals actuals PeopleSoft General Ledger Update Actuals Distribution Actuals Review Actuals Distribution (CAN) report info GL interface Commitment Accounting EIPs (AM): Update Actuals Distribution (CAN) Review Actuals Dist Summary HR Accounting Line Report Actuals (NA) PAYROLL_ACCTG_TRANSACTION; Create retro distribution information Review retro distribution Review Actuals Dist Summary (CAN) Create actuals distribution Update Actuals Process Direct Retro Dist information Distribute Actuals info Dist Yes Process Direct Retro Dist (CAN) Review Retro Distribution Distribute Actuals (CAN) or create Review Retro Distribution Msgs Review Retro Distribution Create accounting lines – Prepare distribution information report? Review suspense account information Batch Provide Payroll Information Review Retro Distribution Msgs (CAN) (CAN) Suspense encumbrances GL interface Predistribution Audit Report Review... Review Suspense ComboCode Dist Create... Encumbrances encumbrance to the General Ledger Create? account Encumbrances (NA) Predistribution Audit Report Adjust Review Suspense ComboCode Dist (CAN) Calculation (Commitment Accounting) Encumbrance Message (NA) (CAN) previously Create retro distribution report Create distributed Retro Distribution Audit Rpt report Create actuals distribution with pay? Retro Distribution Audit Rpt (CAN) Actuals time and labor Review budget actuals Report budget definitions and Create report for earnings, Budget Gross / Fringe Dist with TL Actuals Distrib TL Extract Review Budget Actuals (NA) amounts deductions, and tax distributions actuals report Actuals Distrib TL Extract (CAN) No Review Budget Actuals (CAN) Load Gross/Fringe Data Gross and Fringe Create reconciliation report Reconciliation Reconciliation Report report Reconciliation Report (CAN) Create payroll accounting transactions for non-commitment Print fiscal year budget definitions and amounts accounting Non-Commit to NA Budget amount Fiscal Year Budget Report (NA) Non-Commit Accounting Info (NA) Fiscal Year Budget Report (CAN) Non-Commit Reset Processing (NA) Create and review GL distribution Send payroll accounting transactions to the Payroll Error Messages summary Create GL interface reports PeopleSoft General Ledger Create pay types Pay Types GL Distribution Summary HR Accounting Line (NA) EIPs (AM) : Pay Type Review Payroll Distribution Payroll Accounting Line PAYROLL_ACCTG_TRANSACTION; Pay Type CAN GL Distribution Summary CAN Populate Chartkey Values PAYROLL_DEDUCTION_REQUESTM; Review Payroll Distribution (CAN) PAYROLL_DISBURSEMENT Prepare Payroll Create cost center information Which type Information for the GL - Cost Center Cost Center info? Non-Commit Acct Cost Center CAN Create payroll transactions for non- Non-Commit for SAP commitment accounting for SAP End Non-Commit Rev/Repost for SAP Create payroll transactions for non- Non-Commit for GL commitment accounting for GL Non-Commit Posting for GL Calculate, Confirm and Provide Payroll Review vendor listing Vendor AP Vendor Listing Extract Canadian tax Canadian information Taxes Extract Canadian Taxes (CAN) Create AP Extract Audit report Audit Extract non-tax deductions AP Extract Audit Report Non-Tax Deductions Non-Tax Deductions Extract Prepare payroll distribution data for Provide Payroll Extract U.S. Federal tax Review and update proposed Review payroll distribution to AP Which AP extract Type of data Federal Send vouchers to AP Info to Accounts information Review? By Vendor payments by voucher Review Payroll Distribution action? Distribute Payroll Data for AP to extract? Tax Send Vouchers to AP Payable Extract U.S. Federal Taxes Review AP Extract-Headers Review Payroll Distribution (CAN) Distribute Payroll Data for AP (CAN) Extract U.S. Local tax Local information Payroll Tax Extract U.S. Local Taxes Review and update proposed Administrator By Voucher payments by vendor Extract U.S. State tax State Review AP Extract-Lines information Tax Extract U.S. State Taxes Send tax, garnishment, and voluntary deduction withholding information to PeopleSoft Payables for payment EIP (AM): VOUCHER_BUILD Export the Time and Labor costs from Payroll for North Time and Extract time and labor costs America into Time and Labor Integration Labor Costs Extract Time and Labor Costs EIP (AE): Extract Time and Labor Costs Provide Payroll Decide Create Variable Comp Award Send a verification of payment to Variable Compensation Variable Comp Completion what is payment notification EIP (AM): Payment Notification Information needed Notify Var Comp of Payments VAR_COMP_PAYMENT_ACKNOWLEDGE Create recruiting referral program Send a verification of payment to eRecruit Recruiting Payment award payment notification EIP (AM): Notification Notify Recruiting of Payments PAYMENT_ERECRUIT_ISSUED Create payment notification to Send a verification of payment to PeopleSoft Expenses Payment Verification Run GL Interface to identify expenses EIP (AM): for Expenses expense accounts Notify Expenses of Payments (NA) PAYMENT_EXPENSES_ISSUE End Identify participating Create business activities Provide Payroll Define Business Payroll Create BPS summary report and companies and contacts defined by Statistics Information to Survey (BPS) EDR file for transmission Business Information Canada Statistics Canada Reporting Unit Table (CAN) Business Payrolls Survey File (CAN) (CAN) Activity Table (CAN) Create and Distribute Create Canada Payroll Savings Specify parameters for EDR file Create CPS file for transmission to Payroll Savings (CPS) organization ID transmission Bank of Canada Deductions - Canada Canada Payroll Savings Org ID CAN Canada Payroll Savings Table CAN Canada Payroll Savings File (CAN) Reconcile payroll checks with bank Create match exception Create check reconciliation Review results of check reprint Create Payroll Reconcile Check records report report process Regulatory Information with Request Reconciliation Reconciliation Report Check Reconciliation Review Dead Checks Reporting and Tax Bank Records Request Reconciliation (CAN) Reconciliation Report (CAN) Cheque Reconciliation (CAN) Review Dead Cheques (CAN) Information Time and Labor Manage Time and Administrator Labor Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 83
  • 84.
    Create Payroll RegulatoryReporting and Tax Information Using PeopleSoft Payroll for North America Create pay period tax reporting information for USA Federal Tax Summary State Tax Summary Create Federal Liability by State pay period Reconciliation-Ohio Local reports Local Tax Deposit USA Create tax reports - USF Tax Deposit Summary Federal Liability by State Tax Summary-PA EIT Local Tax Deposit Tax Summary-PA LST Tax Deposit Summary Form 1042 Audit Report Create Tax Summary-PA EIT periodic payment Tax Summary-PA LST reports Tax Balance Audit CAN Reconciliation-Ohio Local Create Create pay period tax reports CAN Pay Period Tax Submission Summary Reports Health Insurance Premium CAN W-2 reporting Create Create periodic payment Print Year End Forms tax reports CAN Print Forms Prior 2001 Create Year End Data reports Workers Comp Assessments Create Federal W-2 File Update Year End Reporting Info W-2c Reporting USF Create quarterly tax reporting Create State W-2 File Create W-2 Adjustments Load Year End Data Print W-2c US/Territories information USA Create Local W-2 File Create W-2c US/Territories Review/Update Year End Data Print W-2c Puerto Rico Tax Reporting Parameters Create Puerto Rico W-2PR File Create W-2cPR Puerto Rico Review Year End Data Combined Create Federal W-2c File US Electronic Parameters W-3/W-3SS Transmittal Report Create W-2c Prior 2001 Create W-2/W-2 Summary Prior 2001 Create W-2c PDF Forms Tax Balance Audit W-3PR Transmittal Totals Rpt year end View W-2/W-2c Forms Create Qtrly Wage File AK-ID State W-2 Tax Totals Report Create Create Qtrly Wage File IL-NC data Local W-2 Tax Totals Report quarterly tax reporting Create Qtrly Wage File ND-RI Create W-2 PDF Forms Audit and Error Reports information Create Qtrly Wage File SD-WY Error Listing USA Employee Count Year End Record Error Multiple Worksite Year End Data Audit State Tax Summary Federal W-2 File Audit State Unemployment Tax State W-2 File Audit Federal Tax Summary Local W-2 File Audit Local Tax Summary Puerto Rico W-2PR File Audit W-2c Audit US/Territories W-2cPR Audit Puerto Rico Adjust Create 8027 TIP Electronic Report W-2c Data Audit Prior 2001 Adjustment closed pay period Create 8027 TIP Create 8027 file pay Federal W-2c File Audit US Open/Close Pay Calendar Form 8027 Audit Report period Tax Form Definitions Tax Form Print Parameters Manage employee consent Manage information year end tax reporting Which Create 1099R reporting information Review W-2/W-2c Consent Status Update tax reporting forms and information action? Create Form 1099-R Audit Report Reset W-2 Consent Status definitions Create? USA 1099R Create 1099-R Year-End Consent Status Report Tax Form Definitions Form 1096 Report Tax Form Print Parameters Reconcile and Payroll Update Tax Reporting Parameters Distribute Payroll Need to... W-2 Company Data Administrator Information tax Electronic Parameters reporting Create 1042 reporting information Tax Form Definition Rpt Create Form 1042 Data Summary Tax Form Print Parameters Rpt 1042 Define 1042-S Parameters Year End Form Text Create 1042-S Tax Form XMLP Options Year End Form Options Create FUTA Create FUTA reconciliation reconcile FUTA Wage Reconciliation Rpt Create T4 reporting information Create T4/T4A Electronic File T4 reporting Print T4 Slips Audit, correct, and load employee T4/T4A Electronic Audit information data and balances CAN T4 Summary/Segment Rpt End Apply year end Apply year end adjustments to closed pay period Year-to-Date Edits Create T4 PDF Slips adjustments to Open/Close Pay Calendar (CAN) Year-End Personal Data Audit closed pay period Load Year-End Slips Load Selective Year-End Slips Year-End Errors Create T4A reporting information Update tax reporting forms and T4,T4A,RL-1,RL-2 Audit Create? Create T4/T4A Electronic File definitions CAN T4A reporting Review/Update Slip Information Print T4A Slips Tax Form Definitions information Default Tax Data Report T4/T4A Electronic Audit Tax Reporting Parameters Exemption Report No T4A Summary/Segment Rpt T4,T4A Mag Media Reporting Amend, cancel and reissue year- Manage Review T4/T4A Consent Status Create T4A PDF Slips RL Mag Media Reporting Calculate end slips year end tax reporting Update tax reporting T4 Reporting Definitions Reset T4/T4A Consent Status pension Amend/Cancel Year-End Slips information Need to... forms and definitions RL Slip Numbers Year-End Consent Status Report adjustment? Amend/Cancel Slip Audit CAN Tax Form Definitions (rpt) Create RL-1 reporting information Amend/Cancel YE Slip Summary Tax Form Footnotes (rpt) Create RL-1 Mag Media File Delete Void Year-End Slips Yes RL-1 reporting Year End Form Text Print RL-1 Slips Update and verify slip information information Tax Form XMLP Options RL-1 Magnetic Media Audit Year End Form Options CAN Calculate and report pension RL-1 Summary Report Tax Form BI Publisher Options Year-to-Date Edits adjustment CAN Year-End Personal Data Audit Calculate Pension Adjustment Load Year-End Slips Create annual tax reports Load Selective Year-End Slips Create RL-2 reporting information Employer Contribution to CNT Year-End Error (rpt) Create RL-2 Mag Media File Create annual RL-2 reporting El Rebate T4/T4A/RL-1/RL-2 Audit Print RL-2 Slips tax reports information NW Territories Payroll Tax View T4,T4A Slips RL-2 Magnetic Media Audit Nunavut Payroll Tax RL-2 Summary Report Automatically Create ROEs automatically Create Mass ROE Data (CAN) Review ROE insurable Create record of How Review or update ROE Review and resolve ROE earnings and hours Print ROE information on form Create ROE data record summary employment (ROE) to details exceptions Review ROE Insurable Print ROEs (CAN) ROE Summary Report (CAN) Canada create? Update ROE Data (CAN) ROE Exceptions Report (CAN) Earnings (CAN) Create ROEs manually Manually Update ROE Data (CAN) Request duplicate W-2 W-2 Reissue Request Employee View electronic T4/ T4A slips or W-2/W-2c forms View T4/T4A Slips View W-2/W-2c Forms Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 84
  • 85.
    Create Employee USFederal Payroll Information Using PeopleSoft Payroll for North America Human Maintain Manage Resource Employee Absences Specialist Data Reissue Request W-2 reissued W-2 W-2 Reissue Request Manage Create or update direct deposit information direct deposit Direct Deposit Employee Send employee direct deposit information to Manage PeopleSoft Expenses Add or update your voluntary deductions voluntary EIP (AM): Voluntary Deductions deductions DIRECT_DEPOSIT_FULLSYNC; DIRECT_DEPOSIT_SYNC Update Update tax withholding information tax withholding W-4 Tax Information Create employee deductions USF Create Garnishments Create Review U.S. Savings Bonds deductions Override Benefits Deductions Create General Deduction Override General Deductions Update payroll options and/ Request Direct Deposit or create additional pay and/ Send employee direct deposit or Leave Accrual Elections information to PeopleSoft Expenses USF Need to... EIP (AM): Update Payroll Options DIRECT_DEPOSIT_FULLSYNC; Create Additional Pay Record tax data and create reports DIRECT_DEPOSIT_SYNC Update Leave Accrual USF Elections Employee Tax Information Rpt W-4 Exemptions Report Initiate mass employee updates Calculate, Confirm Manage W-4 Audit Report Payroll of tax data and Provide US mass tax Determine W-4 Exempt Renewal Create Mass Tax Data Updates Federal Payroll Administrator data update Update Two-Tier Suppl Data Update Employee Tax Data Update Tax Distribution Reset W-4 Exempt List Employee SSN Verification W-4 Print - Self Service Apply unscheduled payments Payments USF Military Service Deposit Create military service Identify Military Service deposit reports Manage Account detail and Need to USF military deposits deductions apply... Calculate interest, review Military Deposit OPM-1514 Rpt USF USF balance and create IRR for Military Deposit Closed Accts Military Service Deposit Interest accounts with zero balance USF Calc Military Service Interest Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 85
  • 86.
    Calculate, Confirm, andProvide US Federal Payroll Using PeopleSoft Payroll for North America Time and Labor Manage Time and Labor Administrator Yes Process mass retro pay request Review a summary of Review retro pay Review summary of retro pay Calculate retro pay and review Need to Process Mass Retroactive Pay retroactive pay requests processing messages Change the individual and mass requests Create NA Payroll results Need Recreate create retro Yes or and triggers Retro Pay Messages Yes retroactive pay process flag. No Retro Pay Calc Summary (NA) Information Calculate Retroactive Pay corrections? retro pay? pay? Create Retro Request in Job or Retro Pay Request and Retro Pay Messages Change Retro Pay Process Flag Pay All Calculated (rpt) (NA) Update Retro Pay Calc Results Addl Pay via Event Handler Trigger Summary Report Retro Pay Terminations No Load retro pay data to paysheets No Load Retro Pay to Paysheets Receive request for Payment on a Variable Validate variable Compensation Award compensation award data EIP (AM): Validate Variable Comp VAR_COMP_PAYMENT_REQUEST Awards (GBL) Receive request for payment of employee referral program awards and acknowledge receipt Print paysheet earnings Create final check paysheets Print Earnings EIPs (AM): distribution USF Yes USF Distribution PAYMENT_ERECRUIT_REQUEST; Create paysheets by pay Print Paysheet Earnings Dist Create Final Check Paysheets PAYMENT_ERECRUIT_ACKNOWLEDGE Create calendar USF On-Cycle Create Paysheets Apply payment request Perform pre sheet audit Need Print paysheets Paysheets Review Pay Calendars information USF Decide Adjust USF final check No USF Receive request for payment of employee for Existing Load Paysheet Transactions if need to... Paysheets Presheet Audit Report paysheets? Print Paysheets expense advances and reimbursements and Final Check Paysheet Transactions Report acknowledge Requests Record hours and amounts EIPs (AM): from Rapid Entry USF Review and update payline PAYMENT_EXPENSES_REQUEST Create Rapid Entry Paysheets Review and update or Review and update earnings USF Request process to PAYMENT_EXPENSES_ACKNOWLEDGE Adjust override paysheets USF payline by employee By Payline Security Need Yes unsheet USF Paysheets By Paysheet USF By Payline Earnings to unsheet? Pay Unsheet Record hours and amounts By Add Balance Page By Payline By Payline Earnings Security from PSHUP By Paysheet Earns Short Form Receive sales commission information for Update Paysheet Transactions payout EIP No Advise Variable Compensation of awards that have been accepted or rejected EIP (AM): VAR_COMP_PAYMENT_ACKNOWLEDGE Review pay calculation or confirmation results USF