Setting Up PeopleSoft Resource Management with PeopleSoft HRMS

This chapter provides an overview of PeopleSoft Resource Management with PeopleSoft Human Resources Management (PeopleSoft HRMS) and the Manage Competencies business processes, and discusses how to:

• Update PeopleSoft HRMS permission lists and roles.

• Activate the Single Signon feature.

Note. The tasks that are discussed in this chapter are optional. If you maintain employees and non-employees in Resource Management only, you do not need to complete these tasks. You can proceed to the next step in the implementation.

Understanding PeopleSoft Resource Management and PeopleSoft HRMS

Resource Management integrates with PeopleSoft HRMS and the Manage Competencies business processes of PeopleSoft HRMS. The integration between the HRMS database and the PeopleSoft Financials and Supply Chain Management (FSCM) database requires careful planning before you design and implement configurations in both databases. Key data records exist in both databases, and they are maintained asynchronously using application messages.

This section lists prerequisites and discusses:

• Resource profiles.

• Data synchronization with the employee source database.

• The Competency tree.

Note. To integrate with HRMS prior to version 8, you must create a data bridge to map the appropriate Resource Management tables to the HRMS tables and exchange data.

Prerequisites

This section lists prerequisites for integrating with HRMS:

• Install HRMS 8 or later.

• Within Common Definitions - Resources Data - Resource Setup - Common Installation Options page, select one of the following options as the employee source database:

  • PeopleSoft HCM 8.0+

    Select this option to maintain employee and non-employee source data only in HRMS.

  • PeopleSoft HCM 8.0+ and Financials Database

    Select this option to maintain employee data records in HRMS, and non-employee data records in HRMS and Financials Databases.

• Activate the Publication and Subscription services on the PeopleSoft Financials Database and HRMS application servers.

• Activate the data synchronization application messages.

If you use PeopleSoft HRMS Competency Management:

• Add resource competency type codes and definitions in HRMS if they are not already defined in the HRMS database.

• Establish resource setup data in HRMS if it is not already defined in the HRMS database.

• Grant users access to the HRMS database to maintain resource setup data.

Note. If you maintain non-employee data in either HRMS or Resource Management, any new non-employee record that is created in Resource Management must be maintained in Resource Management. Any new non-employee record that is created in HRMS must be maintained in HRMS.

See Also

PeopleSoft 8.9 Human Resources PeopleBook: Manage Competencies

PeopleTools PeopleBook: PeopleSoft Application Designer

PeopleTools PeopleBook: PeopleSoft Server Tools Administration

Resource Profiles

The resource profile is derived in part from information maintained in the employee source database. The HRMS database tables that store resource profile values are discussed in a subsequent chapter in this PeopleBook.

When you update competency and accomplishment information stored in HRMS from the resource profile in Resource Management, access to the HRMS database is achieved through the Single Signon feature.

See Also

Resource Profile Design

Data Synchronization with the Employee Source Database

If you maintain employee and non-employee data in HRMS only, the full synchronization process updates the resource setup data in Resource Management with information from HRMS.

If you maintain non-employees (employee IDs with the status N) in the HRMS and FSCM databases, the full synchronization process does not update non-employee data for employee IDs that originate in PeopleSoft Resource Management. In this case, the process updates only employee and non-employee data that originates in HRMS.

This diagram illustrates the source of employee and non-employee data if you maintain non-employees in the HRMS and FSCM databases:

Managing employee data stored in HRMS and FSCM databases

You can perform these tasks in Resource Management for all resources:

• View and modify resource setup data.

  For employees and non-employees who originate in HRMS, the system transfers you to the HRMS database to modify the data.

  For non-employees who originate in Resource Management, you remain in the FSCM database to modify the data.

• Establish resources and maintain eligibility.

• View and modify Resource Management-specific resource profile data and flexible attribute values.

• View job and personal data.

  For non-employees who originate in Resource Management, you can also modify job and personal data.

Note. You must use the HRMS system to modify job and personal data for employees and non-employees who originate in HRMS.

The Competency Tree

An organization can have many competencies, which is why the Competency tree exists in PeopleSoft HRMS. The Competency tree facilitates the location and classification of competencies in HRMS and Resource Management.

Competency types are created as nodes on the Competency tree. Competencies are detailed values that are associated with nodes. You can select competencies or competency types from the tree to associate with resources.

The Competency tree that is delivered with the PeopleSoft system has multiple nodes. Each node represents a competency type, and the detail values (or competencies) are dynamically identified. Each time that you create a new competency, it automatically appears on the tree—as long as you associate the competency with a competency type that exists on the tree.

Important! The Competency tree that exists in the HRMS database must also exist in the FSCM database. The tree must be named COMPETENCY and use the structure ID named COMPETENCY.

The TreeMover Application Engine process (TREEMOVER) exports the Competency tree from HRMS and imports it into Resource Management. Trees are not synchronized using application messages because trees are maintained in PeopleTools tables, and there are different portions of trees that can be synchronized between databases.

During Resource Management implementation, export the Competency tree from the HRMS database using TreeMover, which exports the blueprint for the tree to a file. Then import the Competency tree in the FSCM database using the TreeMover process to extract the tree from the HRMS export file and load it into the FSCM database. After the initial synchronization of the tree, periodically perform the export and import steps to update the Resource Management Competency tree with the latest changes from the HRMS Competency tree.

To determine how frequently to update the tree:

• Determine how frequently you add new competency types.

• Determine how up-to-date the competency type information must be in the Resource Management tree.

Most organizations don't need to update the Competency tree in Resource Management more than a few times per year because adding a new competency type typically occurs only when an organization offers a new product or provides a new service.

See Also

PeopleTools PeopleBook: PeopleSoft Tree Manager

Updating PeopleSoft HRMS Permission Lists and Roles

This section provides a list of components used in PeopleSoft HRMS by PeopleSoft Resource Management.

Resource Management users access HRMS pages to update resource setup data. Users need access to all pages in the components that are listed in the following table. The table lists the component purpose and name, menu name, and the users in Resource Management.

Activating the Single Signon Feature

The Single Signon feature enables a user to log in to one PeopleSoft application server with a user ID and password and, after authentication, access a second PeopleSoft application server without entering a user ID or password.

This section discusses:

• Activating the Single Signon feature for PeopleSoft HRMS 8.9.

• Activating the Single Signon feature for PeopleSoft HRMS 8.3.

Activating the Single Signon Feature for PeopleSoft HRMS 8.9

These are the basic steps to activate the Single Signon feature if you integrate with PeopleSoft HRMS 8.9:

1. Create the Resource Management (subscribing) message node and the PeopleSoft HRMS (publishing) message node in the HRMS and FSCM databases.

   Message nodes define the databases with which you integrate. You must create both message nodes—one for HRMS and one for Resource Management—in the subscribing database (FSCM) and the publishing database (HRMS).

   Important! You must create the same HRMS and Resource Management message node names in both databases. If a password is defined for the message node, then it must match the password in the corresponding database.

2. Specify the message nodes on the Single Signon page in the Single Signon component (SINGLE_SIGNON) that you created in the previous step for use by the Single Signon feature in the HRMS and FSCM databases.

   Important! You must specify the same HRMS and Resource Management message node names in both databases.

3. Follow these steps to specify in the FSCM database the location of the HRMS database:

   1. Obtain the universal resource indicator (URI) of the HRMS database.

   2. In the FSCM database, open the HRMS node definition and enter the HRMS database URI in the Content URI Text field (URI_TEXT_PSC) in the following format:

      http://<webservermachinename>/psc/<domain name>

      Select PIA as the node type.

      Important! In this step, you must open the node definition for the specific node named HRMS to enter the HRMS database URI and node type.

The steps are different if you set up the Single Signon feature with two databases and two or more web servers.

See PeopleTools PeopleBook: Security Administration.

Activating the Single Signon Feature for PeopleSoft HRMS 8.3

The steps to set up the Single Signon feature are different if you integrate with PeopleSoft HRMS 8.3 and PeopleTools 8.1. For example:

• The HRMS database URI has the following format:

  http://<webservermachinename>/servlets/iclientservlet/<domain name>

• The node type is ICType.