Administering the HRMS System

This chapter discusses how to:

Analyze portal navigation.
Restrict the deletion of IDs.
Refresh and audit Human Resources data.

Analyzing Portal Navigation

To analyze portal navigation, use the Portal Analysis component (RUNCTL_PORTAL).

This section discusses how to analyze HRMS portal navigation.

Page Used to Analyze Portal Navigation

Page Name	Object Name	Navigation	Usage
Portal Analysis	RUNCTL_PORTAL	Set Up HRMS, System Administration, Utilities, Portal Analysis, Portal Analysis	Analyze the portal navigation structure for users, roles or permission lists.

Analyzing Portal Navigation

Access the Portal Analysis page.

File Name

Enter the name of the file you want the process to create and populate with the portal analysis. The process will distribute the file to the reporting repository.

Portal Name

Enter the name of the portal you want to analyze.

Content Provider Name

Select HRMS in the Content Provider Namefield to analyze HRMS portal navigation.

Process Result

Select the processing result from the following options:

Portal/Menu Path

The result creates a straight list of the portal and menu paths. This result does not use the other values on the page so the system hides them when you select this option.

Portal Navigation Hardcopy

This result gives you more options and can create a more hierarchical view of the navigation.

Portal Object Name

Select the portal object name.

Display Levels

Enter the number of portal levels to print. Leave empty to print all the levels.

Show Object Names

Select to display the object names of the CREFs or folders.

If you leave this check box clear, the process will just display the labels.

Show Menu.Component.Market

Select to display the CREFs menu, component, and market information.

Suppress Hidden Objects

Select to keep the process from including hidden objects.

If you leave this check box clear, the system identifies hidden objects with the following text preceding the object name: *hidden*.

Apply Security Based On

Select to analyze the portal navigation for the security access assigned to a UserId, Role, or Permission List. Select the userID, role, or permission list to use.

Restricting the Deletion of IDs

To restrict the deletion of IDs, use the ID Delete Control component (ID_DEL_PRVNT_TABLE).

This section discusses how to prevent the deletion of IDs from critical records.

Page Used to Restrict the Deletion of IDs

Page Name	Object Name	Navigation	Usage
ID Delete Control	ID_DEL_PRVNT_TABLE	Set Up HRMS, System Administration, Database Processes, ID Delete Control, ID Delete Control	Enter records from which an ID should not be removed during an ID deletion or change. This ensures that the information is stored for historical purposes .

Refreshing and Auditing Human Resources Data

To refresh and audit Human Resources data, use the Refresh EMPLOYEES Table component (RUN_PER099), PERSONAL_DATA Settings component (PERSON_DT_SETUP), Refresh Personal Data component (RUN_PERS_REFRESH), Update Personal Data-Future component (RUN_PERSDATA_FUT), Refresh Name Display Values component (NAME_DISPLAY_RC), and the Core HR Data Integrity Audit component (RUN_PER900).

This section discusses how to:

Refresh the EMPLOYEES table.
Select refresh options for the Personal Data component.
Refresh the PERSONAL_DATA table.
Refresh the PERSONAL_DATA table with future-dated data.
Refresh name display values.
Audit Human Resources data for integrity.

Pages Used to Refresh and Audit Human Resources Data

Page Name	Object Name	Navigation	Usage
Parameters	RUNCTL_ASOF_DATE	Set Up HRMS, System Administration, Database Processes, Refresh EMPLOYEES Table, Parameters	Refresh the PS_EMPLOYEES snapshot table as of the selected date.
PERSONAL_DATA Settings	PERSON_DT_SETUP	Set Up HMRS, System Administration, Database Processes, PERSONAL_DATA Settings, PERSONAL_DATA Settings	Select the data that you want to include in the refresh snapshot of the Personal Data component (PERSONAL_DATA). The fewer options you select, the faster the system can refresh the table. You must make these selections when you install HRMS. PeopleSoft only uses EmplID and Name data. Select the options you need to meet your ad hoc reporting and query needs.
Refresh Personal Data	PRCSRUNCNTL	Set Up HMRS, System Administration, Database Processes, Refresh Personal Data, Refresh Personal Data	Refresh the Personal Data component. The Refresh Personal Dat component (PERS_REFRESH) loads the data types that you selected on the PERSONAL_DATA Settings page.
Update Personal Data-Future	PRCSRUNCNTL	Set Up HMRS, System Administration, Database Processes, Update Personal Data-Future, Update Personal Data-Future	Run this process shortly after midnight to update the Personal Data component. The process will update data with future dated information that has become current. The Update Personal Data-Future process runs the HR_PERSDATA application engine program.
Name Display Refresh	NAME_DISPLAY_RC	Set Up HRMS, System Administration, Database Processes, Refresh Name Display Values, Name Display Refresh	Refresh all records with the NAME_DISPLAY and NAME_FORMAL fields to reflect changes made to the PeopleCode definition of those fields. You can choose to update records with all name format types or just with one name format type.
HR Core Integrity Audit	HRAUDIT	Set Up HRMS, System Administration, Database Processes, Core HR Data Integrity Audit, HR Core Integrity Audit	Initiate the Core Human Resources Data Integrity Audit.

Select Refresh Options for the Personal Data Component

Access the PERSONAL_DATA Settings page.

Address Type

Select which address type to refresh.

Other Address Type

Select a secondary address type to refresh.

Include Installed Countries

Select to include the information in the country-specific group boxes for those countries that you've installed on the Installation Table - Country Specific page.

Include Primary Phone Data

Select to include the information in the PERSONAL_PHONE record.

Include Smoker Data

Select to include the information in the PERS_SMOKER record.

Include Campus Solutions Data

Select to include the information in the PERSON_SA record.

Include US Federal Data

Select to include the information in the PERS_DATA_USF record.

Refreshing Name Display Values

Access the Refresh Name Display Values page.

Select which records whose name fields format you want to update.

Auditing Human Resources Data for Integrity

Access the HR Core Data Integrity Audit page.

Select the HR tables you want to audit for integrity.

File Name	Enter the name of the file you want the process to create and populate with the portal analysis. The process will distribute the file to the reporting repository.
Portal Name	Enter the name of the portal you want to analyze.
Content Provider Name	Select HRMS in the Content Provider Namefield to analyze HRMS portal navigation.
Process Result	Select the processing result from the following options: Portal/Menu Path The result creates a straight list of the portal and menu paths. This result does not use the other values on the page so the system hides them when you select this option. Portal Navigation Hardcopy This result gives you more options and can create a more hierarchical view of the navigation.
Portal Object Name	Select the portal object name.
Display Levels	Enter the number of portal levels to print. Leave empty to print all the levels.
Show Object Names	Select to display the object names of the CREFs or folders. If you leave this check box clear, the process will just display the labels.
Show Menu.Component.Market	Select to display the CREFs menu, component, and market information.
Suppress Hidden Objects	Select to keep the process from including hidden objects. If you leave this check box clear, the system identifies hidden objects with the following text preceding the object name: hidden.

Address Type	Select which address type to refresh.
Other Address Type	Select a secondary address type to refresh.
Include Installed Countries	Select to include the information in the country-specific group boxes for those countries that you've installed on the Installation Table - Country Specific page.
Include Primary Phone Data	Select to include the information in the PERSONAL_PHONE record.
Include Smoker Data	Select to include the information in the PERS_SMOKER record.
Include Campus Solutions Data	Select to include the information in the PERSON_SA record.
Include US Federal Data	Select to include the information in the PERS_DATA_USF record.