Setting Up PeopleSoft Resource Management Without an Integrated HRMS

You can establish the employee source data tables in PeopleSoft Resource Management to capture accomplishments, competencies, and employee data even if you don't integrate with PeopleSoft Human Resources Management (PeopleSoft HRMS).

This chapter provides overviews of using Resource Management without PeopleSoft HRMS and application setup and employee data tables, and discusses how to:

Establish application setup tables for accomplishments.
Establish application setup tables for competencies.
Organize competencies using the Competency tree.
Establish application setup tables for work definitions.
Create employee data files.

Note. The tasks that are discussed in this chapter are optional. If you maintain employees and non-employees in PeopleSoft HRMS only, you do not need to complete these tasks.

If you maintain non-employees in both databases—PeopleSoft HRMS and Resource Management—you create employee data files by completing the tasks that are discussed in this chapter.

If you maintain employees and non-employees only in Resource Management, you must complete all the tasks that are discussed in this chapter.

Understanding PeopleSoft Resource Management Without PeopleSoft HRMS

This section lists a prerequisite and discusses resource profiles.

Prerequisite

Select Common Definitions, Resources Data, Resource Setup to access the Common Installation Options page. In the Data Source group box, select PeopleSoft Financials Database as the source for employee and non-employee data. This disables the enterprise integration points (EIPs) between PeopleSoft HRMS and Resource Management tables, and it enables the processing rules for Resource Management to serve as the employee data source.

Note. If you use PeopleSoft 8 HRMS or higher, take advantage of the built-in integration with Resource Management to manage resources and resource competencies. Resource Management employs EIPs to request and send data between the PeopleSoft Financials and Supply Chain Management (FSCM) database (where Resource Management information resides) and the PeopleSoft HRMS database (where employee and competency information resides).

See Also

PeopleSoft Financials, Enterprise Service Automation and Supply Chain Management Application Fundamentals 8.9 PeopleBook

Resource Profiles

Resource profile information is maintained in the FSCM database if you do not use PeopleSoft HRMS. The FSCM database tables that store resource profile values are discussed in a subsequent chapter in this PeopleBook.

See Also

Resource Profile Design

Understanding Application Setup and Employee Data Tables

This section discusses:

Steps for employee data source implementation.
Accomplishments.
Competencies.
The Competency tree (COMPETENCY).
Work definition tables.
Employee data tables.

Steps for Employee Data Source Implementation

You must establish tables from which Resource Management draws information about resources and their qualifications. The basic steps to define the application setup and employee data tables are:

Complete application setup tables for each resource accomplishment that you track:
1. Honors and awards.
2. Memberships.
3. Languages.
4. Licenses and certifications.
5. Tests.
6. Degrees.
7. Majors.
8. Schools.
Complete application setup tables for resource competencies:
1. Competency types.
2. Competencies.
3. Rating models.
Complete application setup tables for other work definitions:
1. Frequency.
2. Job codes.
3. Holidays.
Complete employee data files.

Accomplishments

An accomplishment is an objective, measurable achievement. The accomplishment setup tables identify the accomplishments that resources can include in their resource profiles or that users can list as requirements for the resources they request for an assignment. The Resource Match engine compares a resource's accomplishments with the accomplishments requested for an assignment.

There are six types of accomplishments:

Education (including degrees, majors, and schools).
Licenses and certifications.
Memberships.
Languages.
Honors and awards.
Tests.

Specific accomplishments for education, licenses and certifications, memberships, and languages can be included in Resource Matching to find the best fit between resources and resource requests. On resource profiles, you can include accomplishments in the remaining categories (honors, awards, and tests) for informational purposes only.

Competencies

Competencies encompass skills, abilities, knowledge, or behavior, such as experience with office equipment, knowledge of special manufacturing processes, or a background in financial planning. Unlike accomplishments, competencies are measured or evaluated using a rating model that you define.

For each resource competency, you can track several data elements on the resource profile, including the proficiency (degree of expertise) that the resource has attained, the resource's number of years of experience with the competency, and the level of interest the resource has in the competency. When requesting or searching for a resource, you can specify the competencies that are important, the resource's proficiency and years of experience with the competency, and whether the competency is desired or required. In addition, you can use competencies to capture resource specialties on the resource profile. A resource's specialties indicate that person's areas of expertise.

You must define competency types, rating models, and competencies to support the Resource Matching feature if you implement Resource Management without PeopleSoft HRMS.

Note. Effective dating logic is not utilized when you manage competencies in PeopleSoft Resource Management without PeopleSoft Competency Management. In this case, historical competency data is not maintained.

Rating Models

You define the set of alphabetic or numeric codes for ranking an employee's degree of expertise and interest in a competency. Define a single rating model for the entire organization or build multiple models for different projects or departments.

Rating model descriptions are sorted alphabetically in the system. You can assign a number prefix to the description to determine the sort order, such as 1-Beginner, 2-Intermediate, and 3-Advanced.

Note. The Resource Matching feature uses the Interest rating model (INT) values to calculate the Competency Interest factor fit score. You must use the Interest rating model to specify the interest rating. However, an administrator can modify the Interest rating model values as required.

The Competency Tree

Resource Management requires that you maintain a tree with the name COMPETENCY. The Competency tree is a pictorial representation of the Competency table (COMPETENCY_TBL) and Competency Type table (RS_TYPE_TBL). The tree organizes competencies into hierarchies based on competency types. You can use the Competency tree that is delivered with Resource Management, or you can build a Competency tree with PeopleSoft Tree Manager in the same way that you build any other tree. Competency types are created as nodes on the tree. Competencies are the detail values that users can select from the tree.

The Competency tree that comes 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.

You do not need to order competency codes in a particular sequence to use the Competency tree. For example, it is not necessary to set up management-level competencies in one range (such as 100 to 199) and technical competencies in another range (such as 200 to 299).

See Also

PeopleTools PeopleBook: PeopleSoft Tree Manager

Work Definition Tables

Work definition tables store the rules for basic company-wide functions. Resource Management uses the definitions for:

The frequency of pay cycles that defines standard hours for each resource.
Job codes designating each type of job that employees hold.
Holiday schedules.

Frequencies

You define frequency IDs along with a frequency type (such as monthly, weekly, bimonthly, daily, and hourly), and frequency annualization factor (the number of frequency periods that occur in a year). Resource Management uses the Frequency Annualization Factor field value when calculating Availability factor fit scores.

Employee Data Tables

Resource Management can use employee data that is maintained in a PeopleSoft HRMS system. When you integrate with PeopleSoft HRMS, Resource Management can access employee files, which serve as the foundation for all resource information used in the application. You must create and maintain basic employee and job data in Resource Management if PeopleSoft HRMS is not the employee data source.

The employee data tables consist of:

Employee personal data.
Employee job information.
Visa and work permit information.
Citizenship and passport information.

Important! If you can maintain non-employee data in either PeopleSoft HRMS or PeopleSoft Financials Database, any new employee ID (EMPLID) for a non-employee that is created in Resource Management must be maintained in Resource Management, and any new employee ID for a non-employee that is created in PeopleSoft HRMS must be maintained in HRMS.

Resource Management functions rely on accurate employee and job data. Consequently, you must establish a method to maintain up-to-date employee data and ensure that all relevant changes to employee information are reflected in the FSCM database.

See Also

Establishing Resources

Establishing Application Setup Tables for Accomplishments

To establish application setup tables for accomplishments, use these components:

Majors Table (RS_CM_MAJOR_TBL)
Degrees Table (RS_CM_DEGREE_TBL)
Honors/Awards Table (RS_CM_AWARD_TBL)
Languages Table (RS_CM_LANG_TBL)
Licenses/Certifications Table (RS_CM_LIC_CERT_TBL)
Memberships Table (RS_CM_MEMBR_TBL)
Schools Table (RS_CM_SCHOOL_TBL)
Tests Table (RS_CM_TEST_TBL)

This section discusses how to complete setup tables for these accomplishments:

Honors and awards.
Memberships.
Languages.
Licenses and certifications.
Tests.
Degrees.
Majors.
Schools.

Note. You are not required to complete all of these setup tables. However, to track a particular accomplishment type, you must complete the setup table for that accomplishment type.

Pages Used to Establish Application Setup Tables for Accomplishments

Page Name	Object Name	Navigation	Usage
Honor/Award	RS_CM_AWARD_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Honors/Awards	Establish the code and definition of honors or awards.
Membership	RS_CM_MEMBR_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Memberships	Establish the code and definition of memberships to be used when matching resources to assignments.
Language	RS_CM_LANG_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Languages	Establish the code and definition of languages to be used when matching resources to assignments.
License/Certificate	RS_CM_LIC_CERT_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Licenses/Certifications	Establish the code and definition of licenses or certifications to be used when matching resources to assignments.
Test	RS_CM_TEST_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Tests	Establish the code and definition of test results.
Degree	RS_CM_DEGREE_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Degrees	Establish the code and definition of degrees to be used when matching resources to assignments.
Major	RS_CM_MAJOR_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Majors	Establish the code and definition of majors to be used when matching resources to assignments.
School	RS_CM_SCHOOL_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Schools	Establish the code and definition of schools to be used when matching resources to assignments.

Setting Up Resource Accomplishment Tables

Define each accomplishment table as necessary for the organization by completing these steps:

Access the setup table page.
Enter a new or existing code for the accomplishment.
Enter or update the detailed description of the code.
Save the record and click Add to create the next code and definition.

Establishing Application Setup Tables for Competencies

To establish application setup tables for competencies, use the Competency Table component (RS_CM_COMPTNCY_TBL), Review Ratings Table component (RS_CM_REVW_RAT_TBL), and Competency Type Table component (RS_CM_TYPE_TABLE). If you have a large number of competencies, use the Competency component interface (RS_CM_COMPTNCY_TBL) to load data into the tables for this component.

This section discusses how to set up resource competency tables.

Pages Used to Establish Application Setup Tables for Competencies

Page Name	Object Name	Navigation	Usage
Competency Type	RS_CM_TYPE_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Competency Types	Create competency types or broad categories of competencies relevant to particular positions or projects. Note. You must define competency types to build and maintain the Competency tree.
Rating Model	RS_CM_REVW_RAT_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Rating Models	Define a set of alphanumeric codes for ranking an employee's degree of expertise or experience in a competency.
Competency	RS_CM_COMPTNCY_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Competencies	Define skills, abilities, knowledge, or behaviors pertinent to jobs in the organization.

Setting Up Resource Competency Tables

Define each competency table by completing these steps:

Access the setup table page.
Enter a new code.
Enter the detailed description of the code.
Save the record and click Add to create the next code and definition.

Organizing Competencies Using the Competency Tree

This section discusses how to organize competencies using the Competency tree.

Page Used to Organize Competencies Using the Competency Tree

Page Name	Object Name	Navigation	Usage
Tree Manager	PSTREEMGR	Tree Manager, Tree Manager, Tree Manager	View and update the Competency tree.

Using the Competency Tree to Organize Competencies

Create the Competency tree using PeopleSoft Tree Manager. You must specify the tree name as COMPETENCY and use the structure ID named COMPETENCY.

Organize competencies under competency types, such as ADMIN, EXPER, MGMT, and TECH. You can also maintain competency types within related types and define the Competency tree to be as simple or complex as you need.

To view the competencies in a particular type, use the dynamic detail feature of PeopleSoft trees in the Tree Manager component (PSTREEMGR) or Tree Viewer component (PSTREEVIEWER) in PeopleSoft Tree Manager. Square bracket [ ] nodes on trees represent the dynamic details.

To view a list of the competencies maintained under a competency type, select a square bracket node under a type and click Edit Data. The Competencies table detail appears. You can change a competency as necessary. Changes that you make from this page update the Competencies table.

To view the short and long descriptions of a competency type, select a type and click Edit Data. The Competency Types page appears.

See PeopleTools PeopleBook: PeopleSoft Tree Manager.

Establishing Application Setup Tables for Work Definitions

To establish application setup tables for work definitions, use these components:

Frequency Table (RS_CM_FREQNCY)
Holiday Schedule Table (RS_CM_HOLIDAY_CMPT)
Job Code Table (RS_CM_JOBCODE_TBL)

This section discusses how to set up work definition tables.

Pages Used to Establish Application Setup Tables for Work Definitions

Page Name	Object Name	Navigation	Usage
Frequency Setup	RS_CM_FREQNCY_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Frequencies	Define a frequency ID, its frequency type (such as annual, monthly, weekly, biweekly, bimonthly, daily, or hourly), and its annualization factor (how many frequency periods occur in one year).
Jobcodes - Job Code Definition	RS_CM_JOBCODE_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Jobcodes	Establish a code for each job that a resource holds in the organization. Note. Job codes can be alphanumeric.
Holiday Schedule	RS_CM_HOLIDAY_TBL	Set Up Financials/Supply Chain, Common Definitions, Resources Data, Holidays	Identify the holidays observed by the organization.

Setting Up Work Definition Tables

Define each work definition table by completing these steps:

Access the setup table page.
Enter a new or existing code for the work definition.
Enter or update the description and other required fields for the code.
Save the record and click Add to create the next code and definition.

Creating Employee Data Files

To create employee data files, use the Personal Data Table component (RS_CM_PERSONAL). If you have a large number of employees, use the Personal Data component interface (RS_CM_PERSONAL) to load data into the table for this component.

This section discusses how to set up employee data tables.

Pages Used to Create Employee Data Files

Page Name	Object Name	Navigation	Usage
Update Employee Data - Personal Data	RS_CM_PERSONL_DATA	Resource Management, Establish Resources, Update Employee Data, Personal Data	Specify name, address, telephone, and status information for an employee ID.
Update Employee Data - Employee Job	RS_CM_EMPL_JOB	Select the Employee Job tab in any page in the Personal Data Table component.	Specify employee status and other basic job information such as department, location, and supervisor.
Update Employee Data - Visa/Work Permit	RS_CM_VISA_PRMT	Select the Visa/Work Permit tab in any page in the Personal Data Table component.	Specify visa and work permit information.
Update Employee Data - Citizenship/Passport	RS_CM_CITI_PASS	Select the Citizenship/Passport tab in any page in the Personal Data Table component.	Specify citizenship and passport information.

Setting Up Employee Data Tables

Define employee data tables by completing these steps:

Access the setup table page.
Enter a new or existing employee ID.
Enter or update the required information on each page.
Save the record and click Add to create the next employee ID and definition.

Employee Personal Data

Access the Update Employee Data - Personal Data page.

Employee Information and Home Address

Enter the name, address, and telephone information for an employee ID.

The user's name appears on all pages in the Update Employee Data component after you save, exit, and reenter the component. The user's telephone number appears on the Update Employee Data - Employee Job page after you save and exit and then access the component again.

Personnel Status

Select Employee or Non-Employee.

Person Type

Select a value to further classify a non-employee. This field appears only for records with the personnel status Non-Employee, and is used for information only in PeopleSoft Resource Management.

Available values are based on the translate values in the Person Type field (PER_TYPE) properties.

Note. Personal data records with the personnel status Non-Employee appear on the Employee Data page even if you do not allow non-employees to be established as resources.

Employee Job Information

Access the Update Employee Data - Employee Job page.

Effective Date

Displays the system-assigned effective date. The system assigns the system date when new job information is entered.

Sequence

Displays the system-assigned sequence number. The system assigns the next available sequence number for the effective date. This is a record key that is used for system processing.

Employee Status

Enter the employee's status. Available values are based on the translate values in the Employee Status field (EMPL_STATUS) properties.

Note. Resources must have an employee status value of Active to be eligible for staffing in PeopleSoft Resource Management. If a resource has any employee status other than active, you can view—but not change—the resource's eligibility.

Action

Enter the action that is taken for the employee. In PeopleSoft Resource Management, this field is used for information only. Available values are based on the translate values in the Employee Action field (ACTION) properties.

Employee Type

Enter the type of employee. In PeopleSoft Resource Management, this field is used for information only. Available values are based on the translate values in the Employee Type field (EMPL_TYPE) properties.

Business Unit

Enter the human resources business unit for the employee or non-employee. This is a required field. Available values are based on the Business Unit field (BUSINESS_UNIT) in the HR Business Unit record (BUS_UNIT_TBL_HR).

Department

Enter the employee's department. This is a required field. Available values are based on the Department field (DEPTID) in the Departments record (DEPT_TBL).

Location Code

Enter the employee's work location. In Resource Management, this field is used for information only. Available values are based on the Location field (LOCATION) on the Location record (LOCATION_TBL).

Supervisor ID

Enter the employee's supervisor or manager. Available values are based on the Employee ID field (EMPLID) on the Personal Data record (PERSONAL_DATA).

You must enter a supervisor for all resources before you can use the following features:

Resource groups that are based on supervisor ID.

Assignment approval workflow.

Assignment status change notification workflow.

Assignment schedule change notification workflow.

Email notifications with comments regarding an assignment from a resource to the resource manager.

You must enter a value in this field if PeopleSoft Program Management is installed.

Job Code

Enter the employee's job code. You can use this field to determine a resource's bill rate. Available values are based on the Job Code field (JOBCODE) in the Job Code record (JOBCODE_TBL).

You must enter a value in this field if PeopleSoft Program Management is installed.

Employee Classification

Enter the employee's work classification. In Resource Management, this field is used for information only. Available values are based on the translate values in the Employee Classification field (EMPL_CLASS) properties.

Standard Hours

Enter the employee's standard work hours. This value is used by the Resource Matching algorithm and in various Resource Management interactive reports to calculate and report availability.

You must enter a value in this field if PeopleSoft Program Management is installed.

Standard Work Period

Enter the employee's standard work period. This value is used by the Resource Matching algorithm and in various Resource Management analyses to calculate and report availability. Available values are based on the Standard Work Period field (STD_HRS_FREQUENCY) in the Frequency record (FREQUENCY_TBL).

You must enter a value in this field if PeopleSoft Program Management is installed.

Holiday Schedule

Enter the employee's holiday schedule. Available values are based on the Holiday Schedule field (HOLIDAY_SCHEDULE) in the Holiday table (RS_HOLIDAY_TBL).

Note. You must refresh the Eligible Resource Cache table (RS_ELGBL_WRKR) when routine changes are made to a resource's job-related information. Additionally, you must update the Resource Organizational Unit Cache table (RS_WORKER_ORG) when a resource's organization unit value changes, such as the resource's department.

See Refreshing Cache Tables and Building the Verity Indexes.

Visa Permit Information

Access the Update Employee Data - Visa/Work Permit page.

Enter the applicable information for each field.

Citizenship and Passport Information

Access the Update Employee Data - Citizenship/Passport page.

Enter the applicable citizenship and passport information for each field.

Effective Date	Displays the system-assigned effective date. The system assigns the system date when new job information is entered.
Sequence	Displays the system-assigned sequence number. The system assigns the next available sequence number for the effective date. This is a record key that is used for system processing.
Employee Status	Enter the employee's status. Available values are based on the translate values in the Employee Status field (EMPL_STATUS) properties. Note. Resources must have an employee status value of Active to be eligible for staffing in PeopleSoft Resource Management. If a resource has any employee status other than active, you can view—but not change—the resource's eligibility.
Action	Enter the action that is taken for the employee. In PeopleSoft Resource Management, this field is used for information only. Available values are based on the translate values in the Employee Action field (ACTION) properties.
Employee Type	Enter the type of employee. In PeopleSoft Resource Management, this field is used for information only. Available values are based on the translate values in the Employee Type field (EMPL_TYPE) properties.
Business Unit	Enter the human resources business unit for the employee or non-employee. This is a required field. Available values are based on the Business Unit field (BUSINESS_UNIT) in the HR Business Unit record (BUS_UNIT_TBL_HR).
Department	Enter the employee's department. This is a required field. Available values are based on the Department field (DEPTID) in the Departments record (DEPT_TBL).
Location Code	Enter the employee's work location. In Resource Management, this field is used for information only. Available values are based on the Location field (LOCATION) on the Location record (LOCATION_TBL).
Supervisor ID	Enter the employee's supervisor or manager. Available values are based on the Employee ID field (EMPLID) on the Personal Data record (PERSONAL_DATA). You must enter a supervisor for all resources before you can use the following features: Resource groups that are based on supervisor ID. Assignment approval workflow. Assignment status change notification workflow. Assignment schedule change notification workflow. Email notifications with comments regarding an assignment from a resource to the resource manager. You must enter a value in this field if PeopleSoft Program Management is installed.
Job Code	Enter the employee's job code. You can use this field to determine a resource's bill rate. Available values are based on the Job Code field (JOBCODE) in the Job Code record (JOBCODE_TBL). You must enter a value in this field if PeopleSoft Program Management is installed.
Employee Classification	Enter the employee's work classification. In Resource Management, this field is used for information only. Available values are based on the translate values in the Employee Classification field (EMPL_CLASS) properties.
Standard Hours	Enter the employee's standard work hours. This value is used by the Resource Matching algorithm and in various Resource Management interactive reports to calculate and report availability. You must enter a value in this field if PeopleSoft Program Management is installed.
Standard Work Period	Enter the employee's standard work period. This value is used by the Resource Matching algorithm and in various Resource Management analyses to calculate and report availability. Available values are based on the Standard Work Period field (STD_HRS_FREQUENCY) in the Frequency record (FREQUENCY_TBL). You must enter a value in this field if PeopleSoft Program Management is installed.
Holiday Schedule	Enter the employee's holiday schedule. Available values are based on the Holiday Schedule field (HOLIDAY_SCHEDULE) in the Holiday table (RS_HOLIDAY_TBL).