Peoplesoft Analyst


Jan Petreczko

Archive for August, 2014

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.

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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 »