Understanding PeopleSoft HelpDesk for HR
This chapter provides an overview of PeopleSoft Enterprise HelpDesk for HR and discusses how to:
Extract and display HRMS information.
Set up security for PeopleSoft HelpDesk for HR.
Set up direct reports for PeopleSoft HelpDesk for HR.
Understanding PeopleSoft HelpDesk for HR
PeopleSoft HelpDesk for HR – 360° View provides a complete view of a person's HRMS data. This PeopleSoft Enterprise CRM application is set up and operated from CRM but extracts and displays data stored in PeopleSoft HRMS.
As part of the PeopleSoft HelpDesk for HR setup, you must:
Set up HRMS security giving HelpDesk agents access to the data of the people they will be serving.
Set up the direct report structure for the managers in your organization.
See Also
PeopleSoft Enterprise Components 8.9 PeopleBook: PeopleSoft HelpDesk
Extracting and Displaying PeopleSoft HRMS InformationPeopleSoft HelpDesk for HR extracts and displays the following information from PeopleSoft HRMS:
Personal
Job
Position summary
Payroll summary
Benefits summary
Dependent and benefits
Direct reports
You cannot modify the information from the HelpDesk pages.
Setting Up Security for PeopleSoft HelpDesk for HRData permission security for PeopleSoft HelpDesk for HR works the same way as it does for all of HRMS. The HelpDesk agents using PeopleSoft HelpDesk for HR must be have access to data in order to view it on the 360 Degree View page.
See Also
Setting Up and Administering HRMS Security
Setting Up Direct Reports for PeopleSoft HelpDesk for HRTo set up Direct Reports for PeopleSoft HelpDesk for HR, use the Direct Reports Setup component (SS_LINK_TBL).
PeopleSoft HelpDesk for HR can only retrieve the appropriate reporting structure for a person if you have set up the access type on the Direct Reports Setup page.
Page Used to Set Up Direct Reports for PeopleSoft HelpDesk for HR
|
Page Name |
Object Name |
Navigation |
Usage |
|
Target Information page |
SS_LINK_TBL |
Set Up HRMS, Common Definitions, Direct Reports for Managers, Direct Reports Setup |
Set up the access type for the HD_360_COMPONENT. |
Setting Up Direct Reports Access Type
To set up the access type:
Access the Direct Reports Setup component and select the component HD_360_COMPONENT.
On the Target Information page choose the Access Type By Supervisor Id.
Save the page.