Understanding the Integration Between PeopleSoft CRM and HRMSThis chapter provides an overview of the integration between PeopleSoft Customer Relationship Management (PeopleSoft CRM) and PeopleSoft Human Resources Management (PeopleSoft HRMS) and discusses how to define EIP (Enterprise Integration Point) options.
Understanding the Integration Between PeopleSoft CRM and HRMSThis section discusses:
EIP message process.
Request message.
Response message.
Inactive worker data.
EIP Message ProcessAll search information is stored in the PeopleSoft CRM database. When an agent accesses the 360 Degree View page for a specific employee, a secured sync request is sent to PeopleSoft HRMS.
When PeopleSoft HRMS validates the request, a response is sent to PeopleSoft CRM, and the information is used to display the 360-degree view of the employee. The EIP message is implemented by a run-time sync request and response.
Each time an agent accesses an employee record from the 360 Degree View search page, the system triggers a run time EIP. For security reasons the information is not saved into the PeopleSoft CRM database.
See Using the 360-Degree View.
Request MessageThe system sends a secured sync request message from PeopleSoft CRM to PeopleSoft HRMS. The system validates the requestor's information before the system processes the request. It contains this information:
This is a PeopleSoft-provided authentication token for the purpose of single sign on. PeopleSoft CRM transfers this cookie to PeopleSoft HRMS, so that it can call the SwitchUser function to get a valid user. The system then uses the cookie to validate security access in PeopleSoft HRMS before it provides service.
EmplID (employee ID) from the 360 Degree View search page.
As of date.
This is the date that is passed for effective-dated components in PeopleSoft HRMS. The default value is%date (today's date). The system can use this to query information from past dates.
Language.
This is the language that the agent used to log into the application. The default value is (%language). PeopleSoft HRMS retrieves information based on the language code in the request for internationalization support.
PeopleSoft delivers the following sections with a Y (yes) selected as the default. It notifies PeopleSoft HRMS to request information for the section. You can select or clear these options in the installation setup for your organization as a whole. For example, if your organization doesn't use PeopleSoft Payroll, clear the selection.
Job section.
Benefits beneficiary section.
Payroll section.
Direct reports section.
Response MessageSync response from PeopleSoft HRMS contains a response to the information provided in the request. The system displays all error messages provided by PeopleSoft HRMS (including the denial of access).
Note. You must establish the same user IDs for both PeopleSoft CRM and PeopleSoft HRMS as well as grant security access to the information. Depending on the setup in PeopleSoft HRMS, a user ID may not have access to all of the information. If that's the case, the response returned from PeopleSoft HRMS will contain an error message, such as Secured for certain information.
Inactive Worker DataThe system can message only active worker data to PeopleSoft HelpDesk for Human Resources from PeopleSoft HRMS.
You can, however, configure the system to bring inactive worker statuses into PeopleSoft CRM. In addition to Active status, there are 11 worker statuses used in PeopleSoft HRMS that you can select on the Worker Statuses to EIP setup page. Options include: Deceased, Retired, and Leave of Absence.
Defining EIP OptionsThis section discusses how to:
Activate and deactivate EIP subscription options.
Bring inactive worker statuses into PeopleSoft CRM.
Pages Used to Define EIP Options
Activate and Deactivate EIP Subscription Options
Access the HRHD EIP Options page.
All of the check boxes on this page are selected by default. Clear the check boxes associated with the sections that you don't want to display on the 360 Degree View page for PeopleSoft HelpDesk for Human Resources. Click Save.
See Also
Bringing Inactive Worker Statuses Into PeopleSoft CRM
Access the Worker Statuses to EIP page.
Select all of the check boxes associated with the worker statuses that you want available in the PeopleSoft HelpDesk for Human Resources application. HRMS. Click Save.
The system creates workers with the statuses that you selected available to agents on both the PeopleSoft HelpDesk for Human Resources Case search page and the PeopleSoft HelpDesk for Human Resources 360-Degree View page.