Products

INSTALLATION_TBL1

Set Up HRMS, Install, Installation Table, Products

Specify the PeopleSoft applications for your installation.

Global Payroll Country Extensions

INSTALL_GP_SEC

Set Up HRMS, Install, Installation Table, Products

Click the Installed GP Countries link on the Products page.

Select the PeopleSoft Enterprise Global Payroll country extensions you are implementing.

Installed Integration Packs

INSTALL_PIP_SEC

Set Up HRMS, Install, Installation Table, Products

Click the Installed Integration Packs link on the Products page.

Select the payroll integration pack you are using, if applicable.

HRMS Options

INSTALLATION_TBL1B

Set Up HRMS, Install, Installation Table, HRMS Options

Specify how to drive your system: by person, by position, or both.

Enter the PeopleSoft HRMS defaults that are related to your organizational policies.

Product Specific

INSTALLATION_TBL1A

Set Up HRMS, Install, Installation Table, Product Specific

Enter product- and industry-specific installation information.

Country Specific

INSTALLATION_TBL3

Set Up HRMS, Install, Installation Table, Country Specific

Enter country-specific installation information.

Installed HR Countries

INSTALLATION_SEC

Set Up HRMS, Install, Installation Table, Country Specific

Click the Installed HR Countries link on the Installation Table - Country Specific page.

Specify which local country functionality to activate for users in PeopleSoft Enterprise Human Resources.

Last ID Assigned

INSTALLATION_TBL2

Set Up HRMS, Install, Installation Table, Last ID Assigned

Specify the number that the system uses to start assigning numbers.

Third Party/System

INSTALLATION_TBL4

Set Up HRMS, Install, Installation Table, Third Party/System

Set the criteria for gathering statistics and activate the SQR security for PeopleSoft HRMS. Define parameters for using third-party applications such as Visio.

Alternate Character

ALT_CHAR_TBL

Set Up HRMS, Install, Installation Table, Alternate Character

Specify the language code and alternate character type.

Installation Table Report - Run Control

PRCSRUNCNTL

Set Up HRMS, Install, Installation Table Report, Run Control

Run the Installation Table report (PER702). This report lists default values for field defaults, such as company code, minimum/maximum standard hours, and Social Security number.

Min Standard Hours (minimum standard hours) and Max Standard Hours (maximum standard hours)

Enter the minimum and maximum standard hours that workers are expected to work in the standard work period. The system enters this information as default values but you can override the values on either the Job Code component (JOB_CODE_TBL) or Position Data component (POSITION_DATA).

Default Standard Hours

Enter the number of hours in a standard work period at the company. This is a required field. When you define preferences for a primary permission list, the standard hours appear by default from the Installation Table. The value that you enter also becomes the default standard hours value for a job in the Job Code Table component and the default standard hours value in the Salary Plan Table component (SALARY_PLAN_TABLE).

PeopleSoft Human Resources uses standard hours to compute a full-time equivalency (FTE) value to prorate holiday hours and pay for part-time and hourly workers.

Work Period

Select a standard work period (the time period in which workers must complete the standard hours). Values are stored on the Frequency table.

The system uses the annualization factor of the standard work period in combination with the standard hours to calculate FTE.

Full

The system expects that you track position data for all people in your organization and that you drive your human resource system by position, not by person.

Partial

The system uses whatever position data is available, but doesn’t require that you track your entire organization using position management. Select to use the business process on a trial basis or for selected departments.

None

You drive your system by person. You can still assign position numbers to people, but the system doesn’t use position data for job records, such as work phone or mail drop ID. This is helpful for tracking only certain positions, such as those above a particular management level.

Default Comp Frequency (default compensation frequency)

Select the value to use for reporting salaries. This field is required. The system also uses this value as the default compensation frequency in the Job Code Table.

Use Rate Code Groups

Select if your organization bundles rate codes to apply percentages when calculating compensation.

Use Salary Points

Select if your organization uses rate codes that have the rate code type points.

Multi-Step Grade

Select if your organization uses a multistep/grade salary plan. This causes the system to use the Salary Step Components page (SALARY_PLAN_T3GBL) to determine compensation rates.

Multi-Currency

Select if you use different types of currency to pay people. This option affects only PeopleSoft Enterprise Payroll for North America. PeopleSoft Global Payroll uses a separate multicurrency in the payroll system.

Note. Select the Multi-Currency check box on the PeopleTools Options page (PSOPTIONS).

Base Currency

Select a currency code from the values in the Currency Code page (CURRENCY_CD_TABLE). The code you select is the default currency that the system uses to calculate compa-ratios (percent through range calculations) and all total amounts on pages and reports for PeopleSoft Human Resources and PeopleSoft Payroll for North America, regardless of the currency that is used for individual line items.

For example, if the U.S. dollar is your base currency, but your global salespeople submit expense reports in French francs, the system calculates the expense total in U.S. dollars by internally converting all line item amounts to U.S. dollars and displaying the total in U.S. dollars.

Note. All currency defaults in PeopleSoft Human Resources are based on the base currency that you indicate on the Installation Table page, not the Org Defaults by Permission Lst component. The Org Defaults by Permission Lst component doesn’t affect the currency defaults on the local country pages.

Rate Type

Identify the default rate type on which your currency conversion is based. Do this only if you haven’t specified a default rate type for a primary permission list on the Org Defaults by Permission Lst component. The system checks the Org Defaults by Permission Lst component for a default rate type first; if none is specified, it looks at this value.

FMLA Administration (Family Medical Leave Act), COBRA Administration (Consolidated Omnibus Budget Reconciliation Act administration), Benefits Billing,, Retroactive Benefits / Deductions and FSA Claims Administration

Select to activate these different types of benefits functionality.

Start Date for BenAdmin (start date for Benefits Administration)

Enter the start date in PeopleSoft date format: MM/DD/YYYY.

Concurrent Calc/Confirm (concurrent calculation and confirmation)

Select to enable the system to run a calculation and confirmation at the same time. It is possible for a person to be in two concurrent runs; this could cause a deadlock situation where the process ends abnormally.

Automatic Employee Tax Data

Select to enable the system to create employee federal, state, and provincial tax records automatically whenever the following criteria are met:

• You hire an employee.

• An employee has a job change requiring a new work tax location.

• You add a concurrent job that requires a new work tax location for an employee.

• You hire an employee from the Applicant Tracking System.

• An person transfers to a new company.

Use State Residence for Local

Automatically selected when you select Automatic Employee Tax Data. Leave this field selected to assume that an employee is a resident of any local tax jurisdiction that happens to be located in the employee's state of residence. If this assumption is not true, clear this field to prevent resident local taxes from being erroneously deducted from an employee's paycheck.

Multi-Company Organization

Select if your organization comprises more than one company. Select if you use PeopleSoft Pension Administration, because you set up companies specifically to house your pension payees.

Automatic Job Termination

Select to automatically terminate any job that has an end date. The system does this by creating a termination row for the job.

Automatic Job Suspension

Select to activate substantive job suspension for workers working in temporary assignments where the substantive job requires suspension for the duration of the assignments.

‘Temporary SSN’ Mask (temporary Social Security number mask)

Enter a three-digit number to be a default Social Security number for all applicants or people whose Social Security numbers are unavailable. Assign a value that is greater than 800 so that the temporary number doesn’t conflict with valid Social Security numbers.

EMPLID Field Length

Enter the number of characters to be used for EmplIDs.

Default Pay Basis

For the Default Pay Basis, select the value to use for quoting and reporting salaries. This field is required if you selected Federal on the Products page.

AP Inv. Prefix (accounts payable invoice prefix)

(Optional) Enter a prefix to be used for accounts payable invoices that are generated through HRMS.

Change Final Check, Change Online Check, and Change Reversal Adjustments

Select to enable payroll users to make paysheet changes to data that is retrieved from PeopleSoft Enterprise Time and Labor. PeopleSoft recommends not selecting these check boxes because changes that are made directly to the paysheets aren’t transmitted to PeopleSoft Time and Labor.

Load in Preliminary Cal (load in preliminary calculations)

Select to have PeopleSoft Payroll for North America load PeopleSoft Time and Labor data each time that a user initiates the preliminary Pay Calculation process. The system loads only the payable time that was not previously sent to PeopleSoft Payroll for North America.

GL Version

Displays the version of PeopleSoft Enterprise General Ledger that is interfacing with PeopleSoft HRMS. Click the Update Version button if you change versions. The system will automatically update the GL Version.

Note. Full chartfield functionality is only available when you use PeopleSoft General Ledger 8.4 or higher.

Click to test the integration with PeopleSoft Enterprise Financials and display the latest version of Financials.

Cache Validations

Select to cache the results of your validations. This improves performance by enabling you to cached validations.

Cache Retention Days

Enter the number of days to store validation results. The system will delete anything in the cache older than this.

Country and Lang Cd (language code)

Select a country for the system to enter as a default value. The system displays the code of the language spoken in the selected country.

Installed HR Countries

Select this link to go to the Installed HR Countries page, where you can select which local country functionality is installed in the system.

Last ROE # (last record of employment number), Last Dir Dep File Creation # (last direct deposit file creation number), Last FSA CarryForward Claim # (last flexible spending account carry-forward claim number), and Last CPS Transmission ID # (last CPS transmission ID number)

Enter the last ROE, direct deposit file, flexible spending account carry-forward claim, and CPS transmission ID numbers that were used.

The system increases each number by one when it assigns a new number. The system also updates the Installation Table every time it assigns a number. These values are used in PeopleSoft Payroll for North America when running a Canadian payroll.

Census Metro Area (census metropolitan area)

Enter the Census Metro Area (CMA) code that is prescribed by Statistics Canada for this location. The system uses the default CMA code that you enter only if no default CMA code is specified on the Org Defaults by Permission Lst component. CMA refers to the main labor market area of an urban core with a population of at least 100,000. This field is required for Canadian companies.

Industrial Sector

Used for Canadian employment equity purposes. The system uses the default value that you enter only if no default industrial sector is specified on the Org Defaults by Permission Lst component. This value is used as the default for the Canadian Industrial Sector field in the Department component; and it identifies the industrial sector with which people in a given department are associated. This field is required.

Education & Government

Select this check box for Australian public service organizations.

Additional Appointment Enabled

Select if you will be implementing Additional Appointment tracking (Kenmu). Selecting this check box activates functionality to create a dummy additional appointment job code when you create a new business unit.

See (JPN) Tracking Additional Appointments (Kenmu).

Last Employee ID Assigned

PeopleSoft Human Resources

Administer Workforce Recruiting Workforce

Last HS Non-Employee ID Assgn

PeopleSoft Human Resources

Monitor Health and Safety Administer Training

Last TL Contractor ID Assigned

PeopleSoft Time and Labor

Administer Workforce

Last COBRA Emplid Assigned

PeopleSoft Benefits Administration

PeopleSoft Human Resources: Base Benefits

Administering COBRA

Last Position # Used

PeopleSoft Human Resources

Manage Positions Plan Successions

Last Grievance # Used

PeopleSoft Human Resources

Manage Labor Administration

Last Car # Used

PeopleSoft Human Resources

Administer Company Cars

Last Demand ID Assigned

PeopleSoft Human Resources

Budget Training

Last Combination Code Assigned

PeopleSoft Human Resources

PeopleSoft Payroll for North America

Commitment Accounting

Last AP Invoice Number

PeopleSoft Human Resources

Last H/S Claim # Assigned

PeopleSoft Human Resources

Monitor Health and Safety

Last Incident # Used

PeopleSoft Human Resources

Monitor Health and Safety

Last Journal # Assigned

PeopleSoft Payroll for North America

Administer GL Interface

Last Help Context # Used

PeopleSoft HRMS

Customizing Windows Online Help

Last Retro Pay Request Seq #

PeopleSoft Payroll for North America

Manage Retroactive Pay

Last Retro Ded Request Seq #

PeopleSoft Benefits Administration

PeopleSoft Human Resources: Base Benefits

Manage Retroactive Benefits/Deductions

Last FSA Claim # Assigned

PeopleSoft FSA Claims Administration

Administer FSA

Last Illness # Assigned

PeopleSoft Human Resources

Monitor Absence

Last Illness # Report Assigned

PeopleSoft Human Resources

Monitor Absence

Last Temp Assignment # Used

PeopleSoft Human Resources

Administer Workforce

Last Used Element Number

PeopleSoft Human Resources

Manage Competencies

Start Time For Stats Gathering (start time for statistics gathering) and Stop Time For Stats Gathering (stop time for statistics gathering)

Enter the date and time of the start and stop.

Gather Statistics for Table

Select to gather statistics locally.

Gather Statistics Globally

Select to gather statistics globally.

Write Interval

Enter the number of seconds for gathering the statistics.

Organization Chart

Enter the type of third-party program you use to create organizational charts with your human resources data.

Max Number of Rows in Scrolls (maximum number of rows in scrolls)

Enter the maximum number of rows in a scroll-controlled data box for third-party systems.

Commit After Empl Processed (commit after employee processed)

Enter the maximum number of people that a third-party system processes before committing.

Multi-Company Organization

Select if your organization comprises more than one company or if you use PeopleSoft Pension Administration to set up companies specifically to house your pension payees.

Multi-Currency

Select to enter data in more than one currency. For example, if you have offices in the United States and Italy, you may want to calculate pay rates in both U.S. dollars and Italian lira. If you select Multi-Currency, the system displays a Currency Code field on pages where amount fields appear.

Note. Multi-Currency doesn’t affect PeopleSoft Global Payroll, which has its own multiple currency functionality.

Multiple Jobs Allowed

PeopleSoft delivers PeopleTools with this option selected. Leave it selected to take full advantage of PeopleSoft HRMS.

Country Description

COUNTRY_DEFN

Set Up HRMS, Install, Country Table, Country Description

View or update country information.

Address Format

ADDR_FORMAT_TABLE

Set Up HRMS, Install, Country Table, Address Format

Specify the address format for the country that is selected from the Country Table.

Valid Address

EO_ADDR_VALIDAT

Set Up HRMS, Install, Country Table, Valid Address

Specify the county, state, and city for the country that is selected from the Country Table.

Country Table - HR

HR_COUNTRY_DEFN

Set Up HRMS, Install, Product and Country Specific, Country Table - HR

Specify additional information about a country for HRMS reporting purposes.

State or Province Table

STATE_DEFN

Set Up HRMS, Install, State/Province, State or Province Table

Add a state, province or equivalent entity for the country that is selected from the Country Table.

Country Table Report - Run Control

PRCSRUNCNTL

Set Up HRMS, Install, Country Table Report, Run Control

Run the Country Table report (PER708) that prints a list all country character codes.

Field Name

The Field Name column displays the address fields available in the PeopleSoft HRMS.

Edit Label Override

Enter a different label to override the displayed Field Name, if required for this country.

Include in Display?

Select to have the system display this field whenever an address in this country needs to be entered in the system.

Include in Print?

Select to have the system print this field whenever an address in this country will be printed.

Line Number

Enter the line on the page on which this field should appear.

Position Number

Indicate this field's position in the selected line.

Use Description?

Select to have the system display a full description for this field.

Pre Separator and Post Separator

Enter separator characters for the address elements if applicable (for example and em dash).

Australian Public Service

Enter the Australian Public Service four digit country code here.

NIS Country Number (National Institute for Statistics country number)

Enter the NIS Country Number for reporting hires and terminations to the Social Insurance.

INSEE Country Number (National Institute for Statistical and Economic Studies country number)

INSEE is an official statistics and economics organization in France. This organization issues a number that is used by the tax authorities, Social Security, the Chamber of Commerce, and others to identify an enterprise and its entities.

Stats-Can Location Code (Statistics Canada location code)

Displays the Statistics Canada Country location code, which is used on the FRA INSEE Table page and Canada Academic Teaching Survey reports. PeopleSoft delivers this table with the Stats-Can location code entered. PeopleSoft does not maintain this information.

This field is intended for Canadian higher education degree-granting institutions only.

See (CAN) Working with the Statistics Canada Academic Teaching Surveys Process.

Country Code for 1042

(USA) Enter the country code used when reporting wage and tax data to federal and state government agencies in the MMREF format.

(E&G) Enter the country code for nonresident alien processing

Postal Abbreviation

The state or province code is automatically displayed.

Numeric Code

Enter the numeric code, if applicable. The U.S. federal government assigns a numeric code to each state for reporting purposes. You don’t need to enter numeric codes for new Canadian provinces.

Regulatory Region

REG_REGION

Set Up HRMS, Install, Regulatory Region, Regulatory Region

Set up a regulatory region.

SetID

When you add a regulatory region, the SetID field is available for entry, and the Clone From Existing Regulatory Region field is unavailable for entry. The system places a default setID in the SetID field that bears the same name as the Regulatory Region Code that you just defined. If you haven’t defined a SetID that matches this code, select another applicable SetID for your regulatory region from the list of valid values. The SetIDs in the list were set up using the TableSetID table. You can select only from those SetIDs.

Note. Before you can specify SetIDs, you must define SetIDs, record groups, set control values, and TableSet record group controls, using the components on the PeopleTools, Utilities, System Administration menu.

See Working with System Data Regulation in HRMS.

Clone from Existing Regulatory Region

You can clone the SetIDs attached to this new regulatory region from an existing regulatory region. Use this option if the new regulatory region that you’re defining requires the same default record group SetIDs as those that you’ve already created for another region.

Enter the regulatory region that you want to clone.

STANDARD

All countries that are supported in the system.

Most applications apply regulatory and legislative edits at the country level.

HANDS (Health and Safety)

All countries that are included in the system, plus the Canadian provinces.

Most applications apply regulatory and legislative edits at the country level, but Canada has specific provincial laws governing their Health and Safety reporting.

Regional Transactions - Transaction

REG_TRX

Set Up HRMS, Install, Regional Transactions, Transactions

Update the regulatory transaction description or add a new regulatory transaction.

Regional Transactions - Regions in Transaction

REG_TRX_REGION

Set Up HRMS, Install, Regional Transactions, Regions in Transaction

Define the regulatory regions that make up a regulatory transaction type.

Install Person

INSTALL_PERSON

Set Up HRMS, Install, Person Object Installation, Install Person

Select installation settings for the Add a Person component (PERSONAL_DATA).

Show Checklists

Select to show the Checklists Code field on the Organizational Relationships page (PERSON_DATA4), enabling users to select a checklist for the person they are adding and create a record in the Person Checklist component (PERSON_CHECKLIST).

Perform Automatic Search/Match

Select to perform an automatic search and match when you add a person to the PERSONAL_DATA component. The system will search the database to determine that you are not entering a duplicate record.