Setting Up PeopleSoft HelpDesk for HR

Setting Up PeopleSoft HelpDesk for HR – 360° View

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.

Extracting and Displaying PeopleSoft HRMS Information

PeopleSoft 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 HR

Data 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.

Agent Levels and Permissions

There are three levels of HR HelpDesk Agents in the CRM database – Level 1, Level 2 and Level 3. Level 1 and Level 2 Agents cannot access certain HRMS pages through the Action Links. Besides, the Level 1 Agent can only view the HRMS pages but cannot make changes. The following table shows the pages that each agent can access in HRMS database.

Action Links	Level 1 Agent	Level 2 Agent	Level 3 Agent
HRMS – Personal Information	No	Yes	Yes
HRMS – Emergency Contact	Yes	Yes	Yes
HRMS – Job Summary	Yes	Yes	Yes
HRMS – Job Data Information	Yes	Yes	Yes
Benefits – Benefits Summary	Yes	Yes	Yes
Benefits – Dependent Benefits	No	Yes	Yes
Benefits – Disability Plans	Yes	Yes	Yes
Benefits – Enroll In Benefits	No	Yes	Yes
Benefits – FSA Plans	Yes	Yes	Yes
Benefits – Health Plans	Yes	Yes	Yes
Benefits – Leave Plans	Yes	Yes	Yes
Benefits – Life/ADD Plans	Yes	Yes	Yes
Benefits – Pension Plans	Yes	Yes	Yes
Benefits – Retirement Plans	Yes	Yes	Yes
Benefits – Savings Plans	Yes	Yes	Yes
Benefits – Vacation Plans	Yes	Yes	Yes
Payroll – Direct Deposit – US	No	Yes	Yes
Payroll – Direct Deposit – USF	No	Yes	Yes
Payroll – General Deduct - US	No	No	Yes
Payroll – General Deduct – USF	No	No	Yes
Payroll – Paycheck – US	Yes	Yes	Yes
Payroll – Paycheck – USF	Yes	Yes	Yes
Payroll – Paysheet – US	No	No	Yes
Payroll – Paysheet – USF	No	No	Yes
Payroll – Savings Bond – US	Yes	Yes	Yes
Payroll – Tax Data – US	No	No	Yes
Payroll – Tax Data – USF	No	No	Yes
Stock – Stock Activity	No	Yes	Yes
Stock – Stock Exercise	No	Yes	Yes
Training – Course Enrollment	No	Yes	Yes
Training – Training Summary	Yes	Yes	Yes

Setting Up Direct Reports for PeopleSoft HelpDesk for HR

To 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.