Peoplesoft Analyst


Jan Petreczko

Posted by at 4 August , 2014

Reading Time: 1-2 Minutes

Learn what Peoplesoft ePerformance document types are and what you define on them.

ePerformance Document Types

You use a document type to define default values for many of the fields on an ePerformance template.  You tell the system if you want the performance or development document to:

  • Allow managers, employees, or both of them to create documents
  • Allow document cloning
  • Allow for the document to be in official review for integration with the Peoplesoft Salary Planning component
  • Allow a user to identify the document template (user creating the document picks the template)
  • Allow for the document to come from Manage Profiles
  • Allow for an approval process during the review stage of the performance management process (apply an approval definition)
  • Select an objective plan (align and copy items from business objectives to a document)

ePerformance Document Types

NAV:  Set Up HCM>Product Related>ePerformance>Document Structure>Document Types

Peoplesoft ePerformance Document Type

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

That about sums up Peoplesoft ePerformance document types. You simply set up some defaults that feed into the template prior to creating a document.

Posted in: Peoplesoft ePerformance | No Comments »

Posted by at 1 August , 2014

Reading Time:  1-2 Minutes

In this post, you’ll learn the basics of Peoplesoft non-person profiles from the Manage Profiles Module.

Peoplesoft Non-Person Profiles

Organizations use non-person profiles to describe qualifications, competencies, and responsibilities of certain identities in the Peoplesoft system.  Non-person profiles associate with business identities.

The non-person profile allows you to add delivered or custom content types and their items as content sections,  it also allows you to associate the non-person profile to an business identity, and associate the data
to a module (for data auto-population).

Peoplesoft Non-Person Profiles

This is what it looks like in a Peoplesoft 9.2 demo environment and where to find it:

Navigation:  Main Menu>Workforce Development>Profile Management>Profiles>Non-person Profiles

Peoplesoft Non-Person-Profile

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Note:  Profile types drive non-person profiles and content drives data population.  You must establish a profile type and content catalog before starting a non-person profile.

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Posted in: Peoplesoft Manage Profiles | No Comments »

Posted by at 31 July , 2014

Reading Time:  1-2 Minutes

Here is a simple Gap Analysis Template you can use during a gap assessment with alternatives and alternative impact analysis.

Gap Analysis Template

This is a simple template used on a project I worked on.  It includes some of the things you may want to consider during gap analysis.  Here it is:

Gap Analysis-<Title Here>

GAP ID-<Unique Gap Identifier>

BUSINESS PROCESS-<Enter the Tasks to Perform a Specific Action>

GAP DESCRIPTION-<Describe the Gap>

RELATED REQUIREMENTS-<Enter Any Requirements Here>

CLIENT IMPACTED-<Name of Client>

ALTERNATIVE #1

Gap Resolution Type:<Work Around, Customization, Policy Change, Process Change>

Requires Cross-Module Integration:<Yes or No>

How Will it Work:<High Level Functional Solution>

Business Impact:<High, Medium, Low and How Much Impact to Client>

Recommendation:  <1, 2, or 3>

ALTERNATIVE #2

Gap Resolution Type:<Work Around, Customization>

Requires Cross-Module Integration:<Yes or No>

How Will it Work:<High Level Functional Solution>

Business Impact:<High, Medium, Low and How Much Impact to Client>

Recommendation:  <1, 2, or 3>

ALTERNATIVE #3

Gap Resolution Type:<Work Around, Customization>

Requires Cross-Module Integration:<Yes or No>

How Will it Work:<High Level Functional Solution>

Business Impact:<High, Medium, Low and How Much Impact to Client>

Recommendation:  <1, 2, or 3>

COMMENTS- <Enter any Comments>

Gap Analysis Template

This is the way we set it up:

Gap Analysis Template

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

That is a basic gap analysis template you can use as a starting point for your gap assessments.

 

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Posted in: Analysis | No Comments »

Posted by at 30 July , 2014

Reading Time: 1-2 Minutes

You may know the table but a quick review never hurts.  If you are new to Peoplesoft read this post.  You’ll discover what the table does and how to get to it.

Peoplesoft Installation Table

As soon as a seasoned Peoplesoft analyst gives this question a moment’s thought they may think it is going to be an easy answer.  This may be true.  However, if a person works in operations or is a new functional analyst they may have never seen it or even know what it does.

When you visit the Peoplesoft installation table you establish basic system settings.  Peoplesoft HCM does not recognize a module until you activate it in the application.  You perform the following on the installation table:

  • Specify what Peoplesoft HCM Modules you plan to
    implement
  • Set up HCM options
  • Set up product-specific information
  • Set up country-specific information
  • Select installed countries for global payroll
  • Select Installed integration products
  • Set up the system counters (Last ID Assigned, etc.)
  • Enter alternate-character information
  • Enter third-party information

Typically, once you set up these settings you won’t ever touch them again.  Changing any of the system settings has the potential to affect multiple modules’ processing.  You must perform plenty of testing before making changes to the installation table.

Peoplesoft Installation Table

This is what it looks like in a Peoplesoft 9.2 demo environment and where to find it:

Navigation:  Main Menu>Set Up HCM>Install>Installation Table

Peoplesoft Installation Table

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I plan to address the tabs in detail later.  In a nutshell, that is what you do with the Peoplesoft installation table.

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Posted in: Peoplesoft Set Up and Configuration | No Comments »