People Soft HCM 9.0 Business Process Maps

Business Process Maps
Oracle’s PeopleSoft Enterprise

Human Capital Management 9.0
This document is best viewed online. Due to the large and varying sizes of the business process maps,
the diagrams in this document may not print consistently.
January 2010
Business Process Maps for PeopleSoft Enterprise Human Capital Management 9.0
Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
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PeopleSoft Enterprise Recruiting
Human
Analyze Recruiting
Resources VP
Human
Resource Plan Recruiting
Manager
Recruiter Recruit Applicants
Evaluate and Hire and Enable

Select Applicants Resources
Line Manager
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 3

PeopleSoft Enterprise Plan Recruiting
Define
Organization
Competencies and
Accomplishments
Define Recruiting Create

Assess Workforce
Analyze Recruiting Goals and Competency
Competencies
Measurements Strategy
Human
Resource
Manager
Analyze Pool of Create

Available Recruiting
Applicants Strategies
Analyze
Recruiting
Processes and
Channels
Recruit Applicants
Recruiter

PeopleSoft Enterprise Define Recruiting Goals and Measurements
Define Organization
Assess Workforce
Competencies and
Competencies
Accomplishments
Review and finalize
Human Analyze Define strategic scorecard
Resource Recruiting goals and Set Targets
measurements KPI Compare
Manager Analyze Recruiting Analyze Pool of
Assign Calendar to Scenario Processes and Channels Available Applicants
Create portfolios to compare

Identify strategy components scorecards to others, if
Strategy Tree needed
Need to Special projects
Strategic Components No Define Portfolio
Create Goals or actions?
Strategic Comp’s KPI Set Component Ranking
Cause and Effect Set Opposite Component Rank
Dim Member Selection Rule
Yes
Human
Identify supporting objects
Resource for Key Performance
Create KPIs Identify strategic
Analyst KPIs initiatives
Indicators (KPIs)
KPI Families Strategic Initiative
Data Elements
Cause and Effect Initiative Definition View
Calculations
Calculation Rules
Need to Create Actions
Define KPI Targets Create the scorecard
Measurements Activities
Target Rule Define Scorecard Details
Assessments
Dimension Members Identify Assessment Groups
Assessment Colors
Composite KPIs Associate Related KPIs
Assign Calendar to Scenario
KPI Package Set Targets
System Options
KPI Migration Utility Assign Calendar to Scenario
Weight Scales
Calculate and assess KPIs EIP

Calculation and Assessment (KP_KPI_ASMT_FACTS):
Action Notification Publish KPI information
Technical Error Messages
Specialist Run Workforce Groups Jobstream
Run Competency Strategy
Run Jobstream
Run Multiple Jobstream
Review and finalize

employee scorecard
Employee Set Targets
KPI Compare
Review and finalize

employee scorecard
Line Manager
Set Targets
KPI Compare

PeopleSoft Enterprise Define Organization Competencies and Accomplishments
Define specific educational

Define profiles for qualifications
Define Review and modify the
Competency and Create rating jobs, positions, and Schools
competency types different competency
Human Qualification scale models other business School Types
Competency categories or types
Details Rating Model entities Degree Subject FPS
Resource Types Competency Summary
Non-Person Profiles Majors
Specialist Faculty Table JPN
Define?
Define National
NVQ Reports
Vocational
National Vocational NVQ Listing
Qualifications (NVQs)
Qualifications GBR Unit Listing
Award Body
Unit/Element
NVQ Award Bodies
Define Recruiting
Goals and
Measurements Create
Competency
Strategy
Human
Resource
Manager

PeopleSoft Enterprise Assess Workforce Competencies
Compare an
Person individuals to roles
to Role and identify gaps
Person to Role
Plan
Successions Review competency and
NVQ summaries
Create profiles for Competency Inventory
employees, Compare roles to Search for profiles that meet
Identify individual's License/Certificate Renewal Create Analyze results Review and
contingent Need proficiency Role to individuals and criteria
scheduled training Person Profile Report employee No of gap and approve profiles
workers, and analysis? Person identify gaps Search and Compare Profiles
Training NVQs by Employee teams? match analysis Approve Profiles
persons of interest Role to Person Compare Profiles
NVQs by Qualification
Person Profiles Employee Status
Employee Plan
Yes
Compare team members to
Team
job tasks
to Job
Compare Team to Job Task
Human Create employee
teams
Resource Create Teams Review summary of
Specialist professional training
courses
Training Summary
Human Define
Create
Organization
Resource Competencies and
Competency
Manager Strategy
Accomplishments

PeopleSoft Enterprise Create Competency Strategy
Create Review workforce groups

Compensation Review Workforce Group
Plans
"Shortage
in Current Create Compensation
Competency Strategy
Requirements"
Yes
Human Review workforce competency

Resource and accomplishment inventory Compare current
Specialist Worker Accomplishments Define competency Define competency Create competency Allocate monetary competency Define competency match Review match results and
Review
Worker Competencies strategy model strategy values to the roles and inventory to criteria assess current workforce
workforce No
Competency Inventory Setup Competency Setup Competency Run Competency competencies strategy Setup Competency Model competencies
groups?
Search Competency Strategy Model Strategy Review Value Allocation Run Competency Run Competency Strategy Review Match Results
Search Accomplishment Strategy
Review Accomplishment
Assess Workforce
Competencies
Create Recruiting
Strategies
Human Define
Organization
Resource Competencies and
Manager Accomplishments

PeopleSoft Enterprise Recruit Applicants
Human
Manager
Human
Analyze Recruiting
Resources VP
Create Job Post Job Evaluate and

Line Manager Requisitions Requisitions Select Applicants
Receive and Track

Recruiter Attract Applicants
Applications
Search for Jobs Apply for Job Self

Self Service Service
Candidate

PeopleSoft Enterprise Create Job Requisitions
Human
Plan
Resource Recruiting
Manager
Plan Headcount Plan Headcount

Yes
(FPS) (FPS) Resubmit for Approval
Select screening
Associate notes
Create new job questions for online Request job opening
and attachments
opening applicants approval
as needed
Create New Job Create New Job Create New Job
No Create New Job
Opening Opening Opening
Line Manager Opening
Job Opening Screening
Request View list of existing and/or Check job opening
Clone Post Job
Request Recruiter to prior job openings, if needed approval status
No No existing job Requisitions
headcount? create job Find Job Openings Pending Approvals
opening?
opening? Browse Job Openings
Modify cloned job

Yes Clone existing job
requisition to meet
opening
Yes requirements
Find Job Openings
Find Job Openings
Receive notification
Review, update,
Recruiting of job opening
approve or deny
Approval pending approval
request for job
Pending Approvals
Authority Worklist
Pending Approvals
No
Review and update

Modify Existing existing job opening
Opening in progress
Find Job Openings
Job
Openings Select screening
questions for rating
Create new job
online applicants
Create New opening
Job Opening
Job Opening Create New Job
Screening Check job
Opening Request job opening
Recruiter opening
My Job approval status
View list of existing Ready to submit
Openings Modify cloned job Action(s)? Yes approval Pending
and/or prior job Clone existing job for approval?
Clone Existing requisition to meet Pending Approvals
openings Action? opening Approvals
Job Opening requirements
Find Job Openings Find Job Openings
Find Job Openings Associate notes
Search Postings
and attachments as
needed
Find Job Create job opening based on Find Job Openings
Create from
Openings open position
Open Position Resubmit for Approval
Create Openings from Positions

PeopleSoft Enterprise Post Job Requisitions
Identify internal
or external
Web Sites
websites for
posting
Identify
recruiting Post job opening Integration with third
Recruiting parties using PeopleSoft's
agencies for Manage External
Agencies Open Integration
posting job Postings
opening Framework (OIF)
Line Manager
Review job postings by
Receive posting job board, if needed
Identify job Post job opening
Create Job Where to confirmation(s) Manage External
Job Board boards for Manage External
Requisitions post job? Manage External Postings
posting Postings
Postings Search Postings
Full Text Vacancy (USF)
Source Service Integration with PeopleSoft

Identify Services
Post job opening Suppliers Services Procurement
Services Procurement for
Manage External using PeopleSoft's Open
Procurement posting job
Postings Source Service Integration Framework
opening
Suppliers (OIF)
Identify internal
or external
Web Sites
websites for
posting
Identify Integration with third

recruiting Post job opening parties using PeopleSoft's
Recruiting Open Integration
agencies for Manage External
Agencies Framework (OIF)
posting job Postings
opening
Review job postings by

Recruiter Receive posting job board, if needed
Identify job Post job opening
Where to confirmation(s) Manage External
Job Board boards for Manage External Attract Applicants
post job? Manage External Postings
posting Postings
Postings Search Postings
Full Text Vacancy (USF)
Source Service Integration with PeopleSoft

Identify Services
Post job opening Suppliers Services Procurement
Services Procurement for
Manage External using PeopleSoft's Open
Procurement posting job
Postings Integration Framework
opening Source Service (OIF)
Suppliers
Search for
Candidate Jobs Self-
Service

PeopleSoft Enterprise Search for Jobs Self-Service
Search hard
Search Print Media copy
publications
Attend Attend recruiting

Recruiting Event event or job fair
Register for job

View job
Where to search board and
Visit Job Boards postings directly
for job? provide profile
on job board
information
View job
Candidate Search postings on
the Internet other external
websites
Send job posting to
a friend Apply for Job Self
Careers Service
Search job postings

Search directly on company Review job Register as a new
Decide if
Company website postings applicant
need to?
Website Careers Careers Careers
Job Search
Subscribe to Receive and

potential review listing of
employer's job potential job
search agent postings
Careers Careers
Post Job
Line Manager Requisitions
Review active open

job postings, compare Provide email
to search criteria notification for jobs
Recruiter provided by found that match
applicants, applicant criteria
Run Job Search Agent
Seek Job Opportunity
Job Search job postings

Review job Send job posting to
Employee Openings directly on company
postings Action? Refer a Friend a friend
website
Careers Careers
Careers

PeopleSoft Enterprise Attract Applicants
Advertise job
openings in
Advertise
media
publications
Receive Track
inquiries or correspondence and
Receive
referrals in contacts
Inquiries or Referrals
person or via Contact Notes
phone or email Manage Applicant
Track
Contact Record general
Create list of correspondence
Participate in potential expenses
Participate in applicant leads to and contacts Receive and Track
job fair or applicants by associated with
Recruiting Events qualify Contact Notes Applications
recruiting event email, phone, recruiting
Applicant Lists Manage
fax or mail Find Job Openings
Applicant
Recruiter
Search applicant
database for Review applicant
Decide if need Search Applicant
individuals meeting search results
to? Database
criteria Find Applicants
Find Applicants
Job My
Openings Applicants
Search the internet for

Search the Internet applicant leads
Find Applicants
My Job Find Job

Openings Openings
Supplier = AIRS
Review hot job

Define "hot jobs" history and update Recruiter
Create/Review
criteria amounts and Alerts
Hot Jobs
Hot Jobs timing of awards
Hot Job History
Line Manager Post Job Openings
Define the conditions under Set up the amounts and Create or update a referral
Select the employee eligibility
Create which an employee is eligible timing of awards in the program ID, description,
and award category rules that
Employee Referral for award payment under the category for both ERPs effective date, and some
Employment Program Employee Referral Program and hot Jobs business rules
are in effect for the program
Coordinator Employee Referral Program
Employee Eligibility Rules Award Category Rules Employee Referral Program

PeopleSoft Enterprise Apply for Job Self-Service
Mail hard copy

Mail Resume
of resume
Fax copy of
Fax Resume
resume
Search
Method of Email Email copy of
for Jobs Self- Prompted by Print Media or Recruiting Events
application? Resume resume
Service
Provide
Apply a resume online
Directly Careers
Online
Transfer
Prompted by applicant to
Send applicant
External online
Select the profile to Register as a Create a resume
Job Boards application form
Candidate positions for company new applicant Action? online
or Internet pre-populated
which to apply recruiting Careers Careers
with information
process
provided by
applicant
Search job Select jobs in
postings which to apply
Integration with third party using PeopleSoft's
Careers Careers
Open Integration Framework (OIF)
Provide additional
attachments to support
job application
Apply for a job Careers
Prompted by Externally Exposed Job Postings on Company Website
Careers
Receive
confirmation that
Provide Provide Provide Provide the resume was
Respond to View a summary of the
Verify contact competency and employment references referral Submit online received
screening jobs applied for, and
information accomplishment and training and personal source application Action? Careers
questions the application status
Careers information history data information Careers
Careers Careers
Careers Careers Careers Careers
Track correspondence
Employee Choice to Seek Job Opportunity received from applicants
Recruiter Contact Notes Receive and Track
Manage Applicant Applications
Administer Referrals
Track Duplicate Referrals
Confirm or cancel the

referral initiated by the
applicant
Confirm Referral
Employee
Select job Review the eligibility and
opening and award payment status for
Employee Choice to Refer a Friend
create a referral each applicant referred
Refer a Friend Check Referral Status
14
PeopleSoft Enterprise Receive and Track Applications
Candidate Apply for Job Self-

Service
Extract Extract resumes from

Resumes emails
Notify applicants
that resumes
Load resumes received in
have been
Yes Need to? Load Resumes electronic format
added to the
Load Resume
applicant
database
Review and/or update

Review
extracted resumes
Extracted Resumes
Employment Manage Resumes
Coordinator Integration with third party
resume extractor using
PeopleSoft's Open Integration
Framework (OIF)
Identify or update Create resume receipt
Using applicant acknowledgments and send to
automated No information applicants
entry? Add New Generate Recruitment Letters
Applicant Send Correspondence
Create an
Record information about how Add or update individualized checklist
the applicant was referred to competencies and for a particular Review summary of applicants
the organization accomplishments applicant for whom Applicant Summary by Job
Add New Applicant Add New Applicant recruitment activities Applicant Summary by Source
Applicant Summary by Source Applicant Competencies are tracked
Applicant Checklist
Attract
Recruiter Applicants
Line Manager Evaluate and

Select Candidates
Human Analyze Recruiting

Resources VP

PeopleSoft Enterprise Evaluate and Select Applicants
Recruiter Match Applicant to Schedule Perform Pre-Hire Present and

Recruit Applicants Screen Applicants
Opening Interviews Activities Manage Offers
Human
Analyze Recruiting
Resources VP
Conduct
Interviews and Hire and Enable
Select Final Resources
Candidates
Line
Manager

PeopleSoft Enterprise Screen Applicants
Review applicant
status, resume,
and/ or applicant
profile
My Applicants
Search internal Review

Review list of potential
database for applicant correspondence
candidates based on
Line suitable for a job
search criteria
Need to review? history and
Manager requisition attachments
Candidate Listing
Find Applicants My Applicants
Review applicant
questionnaire results
My Applicants
Review
Questionnaire
Results
Search for potential applicants that

Search Leads may be suitable for a job requisition Go to section titled
and Contacts Find Applicants "Attract Applicants"
Applicant Lists
Recruit Decide
Candidates if need to?
Search internal database for Review list of potential

Search Internal applicant suitable for a job candidates based on Match Applicant to
Applicant Database requisition search criteria Opening
Find Applicants Find Applicants
Define search criteria and create Review list of potential

Create
automated search candidates identified by
Automated
Saved Searches automated search agent
Search Agent
Run Automatch Search Find Applicants
Search for
Action(s)?
Qualified Individuals
Provide Certificate
Review list of potential of Eligibles and
Review Potential Receive potential candidates identified
candidates provided by candidate referral
Candidates Sent by Job Boards using PeopleSoft's Open
Recruiter Job Boards list to the hiring
from Job Boards Integration Framework (OIF)
Find Applicants official
Review Potential Receive potential candidates from Review list of potential

Contingent Workers PeopleSoft Service Procurement using candidates provided by
My Recruiter
from Services PeopleSoft's Open Integration Services Procurement
Applicants Alerts
Procurement Framework (OIF) Find Applicants
Override rankings for
Review list of highly Print the
competitive or non- Create candidate Create Certificate
qualified applicants; Certificate of
Review list of competitive referral list of Eligibles
Rate applicant No adjust rank if needed Eligibles report
Review applicants who applicants Candidate Certificate of
Review list of applicants competencies and Job Opening Certificate of
Review Screening requirements meet or exceed Job Opening Evaluations List Eligibles
who applied for a accomplishments Screening USF Screening Eligibles
Applicant Screening USF No met by applicant the final No Validate applicant’s Screening
specific job requisition Job Opening applicants?
Results applicants? Job Opening screening criteria qualifications using
Job Opening Screening Ranking Need to rank
Screening Job Opening Crediting Plan
Applicant Rating candidates?
Screening Job Opening
Screening
Yes Categorize and rank
Create
applicants per ranking
ranking plan
Yes plan
Identify the applicants who Yes Job Opening
Job Opening
have priority placement rights Screening
Screening
Job Opening Screening
Process Priority Placement

PeopleSoft Enterprise Match Applicant to Opening
Route applicant Receive and track Update applicant

Route information to reviewer Add Applicant information and
Applicant appropriate parties recommendations Action? to List of disposition
Information for additional review and details Candidates status
My Applicants My Applicants My Applicants
Line Update applicant

Manager Decide if
Link Link applicants to
Reject
information and
Applicant requisitions disposition
need to? Applicant
to Job My Applicants status
My Applicants
Update applicant
Reject disposition for a
Applicant given job
My Applicants
View status of
Candidate application
Careers
Forward applicant to Update applicant Review applicants

another recruiter or information and associated with a
individual Schedule
Add Applicant to List of Candidates disposition job opening
Forward Applicant Interviews
Screen Applicants status Applicant
My Applicants Summary by Job
Link Link applicants to
Applicant job, if needed
Review applicant
to Job My Applicants Add Applicant to List of
status, resume, and/
or applicant profile Candidates
My Applicants
Present and
Manage Offers Route applicant Receive and track
Review questionnaire Route information to reviewer
results Action(s)? Applicant appropriate parties recommendations Action?
Review Questionnaire Information My Applicants and details
Results Forward Applicant My Applicants
Recruiter
Review Reject Applicant
correspondence
history/attachments
Need to review?
Contact Notes
Update applicant
Applicant given job
Add applicant to a My Applicants
list
My Applicants
Send rejection letter to

Add applicant to list Document
Request further applicant(s)
Document of rejected correspondence
applicant screening Send Correspondence
correspondence applicants with applicant
or information Generate Recruitment
send and received Manage Applicant Contact Notes
Send Letters
Contact Notes
Correspondence

PeopleSoft Enterprise Schedule Interviews
Create interview
schedule for
selected
candidates
Review list of Review candidate Schedule Conduct Interviews
Record decision Create
candidates associated application Interview and Select Final
to interview, hold, interview
with a job opening information, resume, Candidates
Schedule Interviews or reject the Action(s)? schedule(s)
Manage Applicant disposition and status
candidate Schedule
Job Opening 360 history
Manage Applicant Interview
Candidate Listing Manage Applicant Update candidate
information, status, Send notifications to Document correspondence
Line Manager or disposition participants of the sent
Manage Applicant scheduled interview Manage Applicant
Manage Applicant Send Correspondence
Review list of Review candidate

Confirm
candidates application Receive notification and
candidates
recommended for information, confirm interview schedule
for interview
interview for a job resume, disposition Interview Calendar
Manage
opening and status history Interview Team Schedule
Applicant
Manage Applicant Manage Applicant Interview Notifications
Receive notification and

confirm interview
Employee schedule
Interview Calendar
Interview Team Schedule
Interview Notifications
Receive and manage

interview notification
Candidate and confirm interview
Careers
Interview Notifications
Match Applicant to Review feedback, Route candidate

Route Document
Opening resume, and/ or information to
candidate Send notifications to correspondence sent to
applicant profile interviewers
interview list for participants of the interviewers and
Manage Applicant Manage
job to hiring scheduled interview candidates
Applicant
manager Manage Applicant Manage Applicant
Forward
Action? Manage Send Correspondence
Review candidate Applicant
Applicant
disposition status
history
Manage Applicant
Review list of
Recruiter candidates for a job
Create interview
Schedule Record decision to schedule for Create
associated with a Review correspondence
Interviews interview, hold, or selected interview
job opening Decide if? history and attachments Action(s)?
on Behalf of reject the candidates candidates schedule(s)
Manage Applicant Contact Notes
Manager Manage Applicant Schedule Manage Applicant
Job Opening 360
Interview
Candidate Listing
My Job Contact applicant for My Recruiter
Openings follow-up, further Document correspondence Applicants Alerts
screening or information sent and received Update candidate
Send Correspondence Manage Applicant information, status,
Send Correspondence or disposition
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Manage Applicant 19
PeopleSoft Enterprise Conduct Interviews and Select Final Candidate
Send rejection
Update applicant
notifications Track
Generate Recruitment correspondence
Candidate given job
Letters Contact Notes
Manage Applicant
Send Correspondence
Select candidates Update final

Line Manager for pre- candidate
employment Action? information and
checks status
Manage Applicant Manage Applicant
Create candidate View interview Perform
Review Review interview interview evaluation results, ratings and comprehensive review
Prepare and Select
candidate schedules and record results recommendations of candidates in each
conduct Action? Final Provide
information Interview Team Schedule Interview Evaluations Manage Applicant stage of the selection
interview Candidate(s) candidate
provided Interview Calendar Create Interview Evaluation process
selection
Evaluation Summary Manage Applicant
information to
recruiter
Review Review scheduled Evaluate candidate and

Prepare and
Employee candidate interviews provide recommendation
conduct
information Interview Team Schedule Interview Evaluations
interview
provided Interview Calendar Create Interview Evaluation
View a summary View job

Provide
of their scheduled application
Candidate Prepare and expense
interviews, listed summary and
attend interview documentation,
by job requisition status
if needed
Careers Careers
Evaluate
View list of candidate and
Prepare and
interviews to provide
conduct
My View interview conduct recommendation
interview
Applicants schedules by Manage Applicant Create Interview
Evaluation Capture costs claimed by
By applicant Select candidates
candidates by requisition Update candidate
Applicant Manage Applicant for pre- Perform
Find Job Openings Select information and
Interview Team employment Pre-Hire
Job Openings Final status
Schedule Action? checks Activities
Candidate(s) Manage Applicant
Manage Applicant
Create reminders
Recruiter View interview
for reviewer's to Review candidate
schedules by View interview Contact candidate and
Need to view complete interview status Update candidate Send rejection
Schedule By requisition results, ratings and follow-up on interview
interview Action(s) evaluations and confirm Action(s)? Reject disposition for a notification
Interviews Requisition Interview Calendar recommendations and status
schedules? Interview complete Candidate given job Manage Applicant
Interview Team Manage Applicant Send Correspondence
Evaluation Manage Applicant Manage Applicant Send Correspondence
Schedule
Reminder
Review requisition Track contacts,

View interview
By interview status conversations and Track correspondence
schedules by
Applicant and confirm correspondence Contact Notes
applicant list
List complete Contact Notes
Manage Applicant
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Find Job Openings 20
PeopleSoft Enterprise Perform Pre-Hire Activities
Update candidate
Match Applicant to
status
Opening
Manage Applicant
No
Review and/or
Access provider website
Conduct Interviews Need to verify references Review status of request for Review results of pre-
and request candidate
and Select Final request No for the selected pre-employment inquiries employment inquiries Make offer? Yes
inquiries
Candidates references? applicant Preemployment Check Preemployment Check
Preemployment Check
Manage Applicant
Line Manager
Yes
Supplier provides the Complete checks
Provide candidate
status of requests from and send an email
Send an email to information to pre-
PeopleSoft which is kept to the requester
the applicant employment
current using application when the results
requesting verification provider
messaging are available
references
Send
Correspondence Capture pre-employment
check expenses provided
by pre-employment
verification provider
Provide
Receive request
Candidate reference
for references
information
Review status of
Send an email to the Review results of
Review and/or Access provider request for pre-
applicant requesting Track pre-employment Provide feedback
references for the website and request employment Present and
references correspondence checks and
selected applicant candidate inquiries checks Manage Offers
Send Contact Notes Preemployment recommendations
Manage Applicant Preemployment Check Preemployment
Correspondence Check
Check
Yes
Supplier provides the Complete checks

Recruiter Need to request Provide candidate
status of requests from and send an email
No information to pre-
references? PeopleSoft which is kept to the requester
employment
current using application when the results
messaging are available
My Recruiter Capture pre-employment

Applicants Alerts check expenses provided
by pre-employment

PeopleSoft Enterprise Present and Manage Offers
Human Analyze
Resource Recruiting
Manager
Notify Record details of conversation

candidate or correspondence sent
Yes Send Correspondence Contact Notes
Provide approved Receive and
Record offer
job offer to Services Go to "Source Suppliers" From "Source Suppliers" document offer
Revise Offer Action? Offer Rejected rejection Provide notification Human Resources
Coordinator to assess and award bids to assess and award bids response Update
Manage Applicant Decide to Update requisition to perform Hire using PeopleSoft's
Manage Applicant Manage Applicant candidate
negotiate and No Action(s)? information Open Integration Framework (OIF)
disposition
Line update offer? Manage Applicant
Yes Record status
Manager Prepare job Counter Offer Received counteroffer Submit a request
offer and Present Record details of Manage Applicant View status to HR to hire the
Update Route offer Provide Record details of Go to:
Review final list Review candidate Identify submit for Review Job Offer approved job conversation or Job Opening Status candidate
candidate information to Offer for information/ conversation/ "Screen Applicants" to continue
of candidates information and candidate(s) to Create approval Status Offer offer to correspondence Prepare for Hire
Action? information approval authority contingent No clarification correspondence Update candidate search
Manage status receive offer(s) Offer Manage Manage Applicant Approved applicant sent Record offer
Manage Manage Applicant worker? Send sent candidate
Applicant Manage Applicant Manage Applicant Applicant Pending Approvals Manage Manage Applicant Offer Accepted acceptance
Applicant Prepare Job Offer Correspondence Contact Notes disposition
Prepare Job Applicant Contact Notes Manage Applicant
Offer status
View status of requisition and/or candidate(s) Hire and
Find Job Openings Enable
Manage Applicant Resource
Human
Resource
Specialist
Recruiting Receive Review job offer

notification of offer and make
Approval pending approval approval decision
Authority Worklist Manage Applicant
Request
Offer Request
information
Yes
Reject offer Receive, sign
and return
Review Need to official offer and
Candidate Receive Offer
details of discuss offer No Accept offer other pre-hire Match Applicant to
Offer decision?
offer details documents Opening
Negotiate
Yes offer
Request
information
Update candidate
status for new hire
processing
Update Create checklist Identify proposed Manage Applicant
Record offer Identify
Perform Pre-Hire candidate for hiring applicant salary
Offer acceptance and Update candidate Salary Package
Activities information process package information
Accepted email hiring disposition status AUS
Manage Applicant Salary Package Model
manager
Applicant Record offer Checklist
Present Record details of Update Create rejection letters to send
Review Job Offer approved job conversation or Provide Record details of rejection and to other candidates
Prepare job offer Offer for candidate
My Status Offer offer to correspondence information/ conversation/ email hiring Generate Recruitment Letters
and submit for Route offer contingent No disposition
Applicants Manage Applicant Approved applicant sent clarification correspondence manager
approval information to worker? Receive and Record offer status Send candidate official Document receipt of
Pending Approvals Manage Manage Applicant Send sent Manage Applicant Create
Manage approval authority document offer Offer rejection offer letter and/or signed official offer
Applicant Contact Notes Correspondence Contact Notes Action? Decide if official offer letter
Applicant Manage Applicant response Rejected and email hiring Send Offer Letter additional pre-hire and other pre-hire Action(s)?
need to? Generate Recruitment
Prepare Job Prepare Job Offer Manage Applicant manager documents for signature documents
Recruiter Offer
Letters
Send Correspondence Contact Notes
Yes Notify Record details of Review expense requisition
Decide to
Recruiter candidate conversation or information
negotiate and No Action(s)?
Alerts Send correspondence sent Job Opening Cost Analysis
Record update offer?
Provide approved Correspondence Contact Notes
Revise Offer Counter Offer counteroffer Document official
job offer to Received and email hiring Create Create employment offer and materials
Go to "Source Suppliers" From "Source Suppliers"
Services manager Employment contract sent to candidate
to assess and award bids to assess and award bids
Coordinator Yes Contracts Applicant Contracts Contact Notes Review job openings
Manage Applicant Job Posting
Go to:
Works Council Posting
"Screen Applicants" to continue Job Opening Status
Integration with FSCM - person's
candidate search and evaluation
contract information
EIP (AM):PERSON CONTRACT

PeopleSoft Enterprise Hire and Enable Resources
Evaluate and
Line Manager
Select Applicants
Close Job
Recruiter
Requisitions
Enter
Close
New
JobHire Enable New Hire
Requisitions
Information (Onboard)
Human
Resource
Specialist
Manage
Recruiting
Expenses
Analyze Recruiting
Human
Resources VP

PeopleSoft Enterprise Enter New Hire Information
Close Job
Recruiter Requisitions
Evaluate and
Line Manager Select Candidates
Add new hire by selecting

pre-configured template Review template-
Template-Based and completing simple data based hire details
Hire entry Template-Based
Template-Based Hire Hire Status
Add Template-Based Hire
Identify work location, job,

Identify applicant's
Hire Applicant as labor, payroll, salary plan and
personal information
New Employee compensation information Create Create list containing
Manage Hires
Manage Hires Hire Listing hiring information
CAN Hire Report CAN
Add a new employment
Perform Identify work location, job,
organizational instance for a
Concurrent Hire labor, payroll, salary plan and
Person Print the letter to be
or Hire Person compensation information
Add Employment Instance signed by both
as Employee Add Employment Instance
New Employment Instance employee and
Create
employer on or
Hire Letters
before the first day of
Identify work location, job, ITA
Create a new contingent worker employment
labor, payroll, salary plan and
Hire organizational instance for a Job Letters (ITA)
compensation information - Decide if
Contingent Person Hire Letter ITA
contingent need to?
Worker Add Contingent Worker Instance
Add Contingent Worker
New Contingent Worker Instance
Instance
Review new hire

Identify work location, job, information and
Review
Hire/Transfer Review and/or update labor, payroll, salary plan and status
New Hire
Receive notification from Existing personal information compensation information - New Hire USF
Information
Recruiting to perform Hire Employee Manage Hires existing New Hire Error USF
USF
using PeopleSoft's Open Manage Hires Review New Hire
Integration Framework Stats USF
Create an Additional
Human (OIF) Add an assignment record
Assignment for
for a person
Resource an Employee or
Add Additional Assignment
Specialist Contingent
Concurrent Hire USF
Worker
Identify work location, job,

Identify applicant's
labor, payroll, salary plan and
Rehire personal information -
compensation information -
Former Employee rehire
Review list of Review applicant's Check to see if rehire
Verify that the hire Manage Hires
individuals that need hire detail applicant exists Manage Hires
action selected is
hiring process to be information previously in Action?
appropriate
completed Manage Hire system
Manage Hires Create hire record for Federal
Manage Hires Details Search for People Identify job, position, Identify Identify employment-
employee and record general Print PAR request Identify personal Identify education, Manage
benefits and compensation, related dates such as
Hire New administrative details and Notice to information union affiliations and Recruiting
retirement earnings, and service computation
Employee USF Hire Employee USF Employee Hire Employee security clearance Expenses
information distribution details and WIGI dates
New Employment Instance USF Hire Employee USF USF Hire Employee USF
Hire Employee USF Hire Employee USF Hire Employee USF
Add Employment Instance USF
Record the Validate the hiring

Create legal Update the seniority bonus See model titled "Plan process by comparing
Create employee ID Track supporting
Hire relationship between employee code and the Headcount" to obtain the employee's
and identify personal Headcount hiring documents
French Public employee and record seniority headcount allocation Yes competencies to those End Enable New
information allocated? Supporting
Sector organization Employee equivalent for new hire if not that are required for Hire
Manage Hires Documents FPS
Initialize Status FPS Record FPS Hiring Seniority previously allocated the assigned job code (Onboarding)
Bonus FPS Validate Hire FPS
Concurrent Hire Create new employee record, assign

of Existing Employee status and civil service position
French Public Sector Add Concurrent Empl Record FPS Delete and archive
No applicant data
Delete ID FPS
Identify the terminated employee
Rehire
to rehire
French Public Sector
Re-Hire Employee FPS
PeopleSoft Enterprise Close Job Requisitions
Analyze information on
Analyze ethnic and gender group
Enter New Hire recruitment and hiring
USA movement and advancements
Information practices
Job Group Movement Analysis
Adverse Impact (USA)
Review all active employees who

were hired or rehired in a given time
period and conforms to federal
USA
reporting requirements
PRWORA-New Hire (USA)
PRWORA-Newhire
Create and review DIMONA hire

notifications to be sent to the Belgium
Human Create
Social Security office (RSZ) in the
information BEL
Resource for?
form of flat files
Specialist Create DIMONA Notification (BEL)
Review DIMONA Notification (BEL)
Review a breakdown of job offers

versus application by UK-specific
GBR
ethnic groups and by gender
Adverse Impact (UK)
Create report of people with special

ITA hiring categories
Special Hiring Category ITA
Human Analyze Recruiting

Resources VP
Review the eligibility and

award payment status for
Employee each applicant referred
Check Referral Status
Yes
Review requisitions, and No

capture recruiting Close requisitions for
expenses positions that have been Eligible Regulatory
No
Job Opening Status filled awards? information?
Job Opening Cost Job Openings
Analysis
View duplicate
Evaluate and update View and approve
View and override referrals and adjust
eligibility employee View audit list of awards that have the
eligibility and award award amounts
Yes and determine award manual overrides and status of "Needs
information for among eligible
status the change details Approval"
referrals as needed employees
Process Referral Review Override Audit Approve Employee
Administer Referrals Track Duplicate
Programs Awards
Referrals
Recruiter
Need to Provide Award Information to Payroll
Job Recruiter
Openings Alerts
Receive notification of payment

Send corrected published by NA Payroll
Yes No
awards? EIP Name: Payroll Issued eRecruit
Payment
My Job Find Job
Openings Openings
Review and correct

Receive results of validation of requested awards that are
Provide award payment
awards published by NA Payroll rejected by PeopleSoft
data to payroll
EIP Name: eRecruit Request for Payment Payroll for North
Process Referral
EIP Name: Acknowledgment/Verification America
Programs
of eRecruit Payment Review Rejected
Awards
PeopleSoft Enterprise Enable New Hire (Onboard)
Create Global Track Global

Assignment Assignments
Relocate Manage Employee

New Hire Data
Record
Manage Employee
Office/Phone
Data
Information
Enter News Hire Decide if Request Provide Employee

Human Information need to? Resources Help Desk Support
Resource
Specialist
Schedule
Deliver Learning
Training
Enroll in Manage Benefits

Benefits Enrollment
Plan Performance Determine Individual

and Career Development Goals

PeopleSoft Enterprise Analyze Recruiting
Human
Manager
Hire and Enable

Resources
Recruiter
Evaluate and
Select Applicants
Human
Resource Recruit Applicants
Specialist
Generate
Data
Recruiting
Administrator Intelligence
Analyze Recruiting
Performance
Human
Resource
Analyst

PeopleSoft Enterprise Analyze Recruiting Performance
Generate
Data Recruiting
Intelligence
Administrator
Review all active employees who

Breakdown expense
Analyze information on were hired or rehired in a given time
Analyze ethnic and gender group types and amounts for a
recruitment and hiring period and conforms to federal
USA movement and advancements job opening
practices reporting requirements
Job Group Movement Analysis Job Opening Cost
Adverse Impact USA PRWORA-New Hire (USA)
Analysis
PRWORA-Newhire
Create and review DIMONA hire

notifications to be sent to the Belgium
Create Social Security office (RSZ) in the
information BEL
form of flat files
for? Create DIMONA Notification (BEL)
Review DIMONA Notification (BEL)
Review a breakdown of job offers

versus application by UK-specific
GBR
Human ethnic groups and by gender
Resource Adverse Impact (UK)
Specialist
Create report of people with special
ITA hiring categories
Special Hiring Category ITA
List all vacant budgeted

USF positions
Vacant Budgeted Positions
Review
additional
details about the
recruiting
process
Human
Resource
Manager Plan Recruiting

PeopleSoft Enterprise Deployment
Respond to
Measure
Employee Maintain
Plan Deployment Deployment
Lifecycle Employee Data
Effectiveness
Actions
Manage Health
and Safety
Human
Resource
Specialist
Track Global
Assignments
Manage Absences
Time and Labor Manage Time and

Administrator Labor
Payroll
Manage Payroll
Administrator
Travel and
Expense Manage Expenses
Manager
Provide Help Desk

Support
Enterprise Help
Desk Agent

PeopleSoft Enterprise Plan Deployment
Human Define
Deployment Goals
Resource and
Analyst Measurements
Respond to
Human Measure Create
Employee
Resource Deployment Define Positions Organizational
Lifecycle
Effectiveness Structure
Specialist Actions
Plan Headcount
FPS
Headcount
Manager

PeopleSoft Enterprise Define Deployment Goals and Measurements
Review and finalize

Human Define strategic
scorecard
Resource goal and
Set Targets / KPI Compare
measurements
Manager Assign Calendar to Scenario
Create portfolios to
Identify strategy components compare scorecards
Need to Create Strategy Components Conduct special No Setup Portfolios
Create Goals Identify KPI Components projects?
Define Cause and Effect
Yes
Identify strategic initiatives
Human Create KPIs
Determine Strategic
Resource Initiatives
Create KPI
Identify basis for Key Initiative Definition View
Analyst Performance
Definition
Cause and Effect
Indicators (KPIs)
Calculation Rules
Need to Create Data Elements Create scorecard
Objects
Measurements Calculations Define Scorecard Details
Target Rule
Actions Identify Assessment Groups
Options
Activity Associate Related KPIs
Weight Scale
Assessment Set Targets
Colors
KPI Definition View Assign Calendar to Scenario
Calculate, assess and

publish KPIs
Technical EIP
Calculate and Assess KPIs
(KP_KPI_ASMT_FACTS):
Specialist Review Error Messages
Publish KPI information
KPI Operands Datamap
KPI Expressions
Review and finalize employee scorecard

My Profile / Scorecard at a Glance
Switch Scorecards / KPIs by Perspective
Employee Strategy / KPI List / KPI Exceptions
Search Portfolio / Search Detail by ST
Search Summary by ST / My KPIs
My Manual KPIs / Manual KPI Search / KPI Query
Review and finalize employee scorecard

My Profile / Scorecard at a Glance
Switch Scorecards / KPIs by Perspective
Line Manager Strategy / KPI List / KPI Exceptions
Search Portfolio / Search Detail by ST
Search Summary by ST / My KPIs
My Manual KPIs / Manual KPI Search / KPI Query
Human Measure
Define
Resource Deployment
Positions
Specialist Effectiveness
Technical Plan Headcount

FPS
Specialist

PeopleSoft Enterprise Define Positions
Human
Resource
Analyst
Define Deployment
Goals and
Measurements
Review summary of Add or update position information

Add/Update
Position position information and employment-related information
Positions
Position Summary Add/Update Position Info
Define position information, including title,

description, location, company,
department, hours, headcount, etc.
Review information about
Position Data
employees currently or
Classification Standards USF Create department, job code, or
Review? History previously assigned to a
Job Codes Update position budgets using total salaries
position Decide
Occupational Series USF Department and budgeted FTE's for positions
Position History if need to?
Official Position Titles USF FTE Budgets with an approved budget status
Organizational Posn Titles USF Update Dept Budget Data
Human Rate Code Details
Review prior or current
Resource Budget budget summary
Specialist Status information
Budget Status
Review a list of all

positions currently open Create
Vacant
in a department Build Organizational Structure Organizational
HRMS Integration with FSCM - provides Position
Vacant Budgeted Structure
HR position data Positions
POSITION DATA
POSITION_FULLSYNC
POSITION_SYNC

PeopleSoft Enterprise Create Organizational Structure
Create organization structure

reports
Active/Inactive Positions
Active/Inactive Positions USF
Active Position History
Active Position History USF
Create organizational Exception/Override
Create organizational chart based on position Exception/Override USF
Identify direct or indirect report to validate structure Mass Org Exception Report (USF)
Define
reporting relationships structure Build Organization Chart Incumbent History
Positions
Build Position Structure Create Organizational Apply Changes (USF) Incumbent History USF
Report Build Department Job Code USF
Organization (USF) Job Code & Position Audit
Human Occupational Series USF
Resource OF8 Report USF
Specialist Position Status
Position Title Table USF
Vacant Position
Vacant Position USF
Headcount
Manager Plan
Headcount
FPS

PeopleSoft Enterprise Plan Headcount FPS
Human Create Respond to

Organizational Employee
Resource Lifecycle
Structure
Specialist Actions
Human Define Deployment

Resource Goals and
Analyst Measurements
View the CAECs to which a

View a summary of
CAEC Grades grade belongs
headcount and recorded
CAEC/Grade
moves by CAEC
Budget Line Detail
View transfers of budgeted
headcount that result in
Transfers
Identify the budget line authorized
Retrieve the AHM and all Budget Line View
information for each CAEC Record the details of the Finance Identify budget line data, Calculate the authorized budget Calculate the authorized budget Lock in headcount on Distribute headcount
mass freeezes and
Perform Annual and associate a grade with a Act, including the initial Finance including budgeted headcount, headcount from the budgeted headcount management from the Decide if need one CAEC to overstaff between departments Need to
transaction freezes, and view
Headcount Planning CAEC Act and any amendments for each CAEC headcount authorized budgeted headcount to review? another CAEC Budgeted Headcount review?
usable headcount View lock-ins of authorized
CAE Category Fact with BL on Request Fact with BL on Request Budget Line Detail Budget Line Detail Budget Line Detail AD
Budget Line Detail headcount budget that
CAEC / Grade
Lock-Ins result in authorized
headcount management
Budget Line View
View actions captured in

employee records and each Review a summary of
actions impact headcount and recorded
Summaries
Budget Line Detail moves by CAEC
Budget Line View
Set up CAE Create headcount data Build the

Create Cube cube for cube analysis CAE cube
For Analysis CAE Cube Set Create Waged Hdct Calculate
Up Cube(12m.) CAE Cube
Review and analyze
Create a list of employees in a Calculation
Nominal headcount calculation results
department Results
Headcount Headcount Results Update the counter of the
Nominal Headcount Review overview of the budget
Review Budget Finance Act for one or all budget
line info
Line Detail lines
Budget Line Summary
Review budgeted headcount Update Counter
Calculate FTEs per grade and
Calculate Workforce Need to FTEs by Dept Need to Budgeted authorized by department and Decide if
department
Monthly or as Needed calculate? and Grade review? Headcount by Dept the calculated headcount need to?
Calculate FTE Lists the grades that do not
BHAS Identify CAEC grade
belong to any CAEC or grades
Audit and discrepancies (one grade
registered in multiple CAECs
Review Grade s registered in several CAECs)
Calculate headcount per Summarize headcount per Orphan Grades
Headcount by Headcount CAEC Audit
grade and department CAEC and department Grades Over Various CAEC
Dept and Grade Summary
Employees/Grade and Dept Headcount/CAEC/Dept.
Review CAEC summaries
Review CAEC
CAEC Summary
Summaries
Average Index/CAEC
Headcount
Manager Decide if need Archive Archive the CAE data
to? CAE Storage
Obtain Headcount Request a CAE allocation based on

from another headcount available in another
Department department/budget/category
or Category CAEC Locking Ins
Exceed Budgeted Authorizes overstaffing in a CAEC

Headcount Overstaffing
See section titled: Request a CAE
Identify Headcount "Calculate Workforce" allocation for a How to obtain
for New Hire to update and verify new hire allocation?
available headcount CAE Allocation Retrieve one FTE from available
Available
headcount for new hire and update
Budgeted
balance
Headcount
CAE Allocation
Review list of all CAE with an end Review the status of

date or list of CAE to be Allocation the allocation or
Future/Pending Hire and Enable Hire and Enable
deallocated New Hire Summary deallocation procedure
Deallocations Resource Resource
All CAE to be Deallocated Procedures
Links Other CAE
See section titled: Deallocate the headcount in the

Allocate/Deallocate Decide if Identify Headcount "Calculate Workforce" current grade and reallocate to the
Headcount need to? for Grade Promotion to update and verify new grade Deletes CAE if the allocation Decide if Review CAE status
Track Track Need to Status
available headcount CAE Change stamp is denied need to delete Grade Change summary
Advancement FPS Advancement FPS review? Summary
Delete CAE changes to.. Track CAE
Deallocate active CAE, i.e., make

Update Allocation Due headcount available that has been
to Temporary or designated for an employee that Review list of CAEs
No Leave or Track Employee Track Employee
Permanent Leave has discontinued service CAEs by allocated to an
CAE Deallocation Termination Personal Information Personal Information
Employee employee
CAE/Employee Inquire
View the actions that resulting Decide if

Delete from the last CAE change and approval Yes
Approved Headcount delete the corresponding given?
Allocation Action updates
Delete CAE and Related Actions
Return Headcount Allocation Unlocks CAE once the margin is

Obtained from another positive.
Department or Category Reduction in Overstaff
Approve or deny
Need to approve/ headcount allocation Hire and Enable
New Hire
deny allocation for? for new hire Resource
CAE Allocation Stamp
Human
Resource Approve or deny
Approval Grade Change
allocation for new Track
Authority grade change Advancement FPS
CAE Change Stamp
Approve deny headcount

Leave or Track Employee
deallocation
Termination Personal Information
CAE Deallocation Stamp
PeopleSoft Enterprise Maintain Employee Data
Update Employee
Information
Track
Seniority
Update
Compensation
Update Job
Information Track Tenure and
Probation - USF
Measure
Track Flexible Deployment
Service and Effectiveness
Tenure
Respond to
Employee
Lifecycle Track Faculty
Actions Events
Track Track Global

Advancement - Assignments
FPS
Human Grant Tenure -

Track Citizenship
Resource Information
FPS
Specialist
Track Employment Manage Health
Junction
Contracts and Safety
Review and
Report Job
Summary
Information
Manage
Track Labor Absences
Relations
Track Secondment
Contributions -
FPS
Archive or Delete
Employee Records
- FPS
Track and Report

Regulatory
Information

Administrator Labor
Payroll Manage
Administrator Payroll
PeopleSoft Enterprise Update Employee Information
Review list of direct reports

and select individual to review
View Employee Personal Info
Dir Rep Multi-Select
Direct Rep Drill-Down
Direct Reports
Employee Search
Line Manager View employee personal information
View Employee Personal Info
Phone Numbers
Email Addresses
Emergency Contact
Location Change (USF) Birthday Anniversary Direct Company
Alerts Alerts Reports Directory
Review or update personal information - USF

Review Change Requests (USF)
Address Change (USF)
Phone Number Change (USF)
Marital Status (USF) Review or update personal information
Name Change (USF) Personal Information Summary
Home and Mailing Address
Phone Numbers
Email Addresses
Emergency Contacts
Employee Marital Status
Name Change
Ethnic Groups
Complete and submit Section I

of I-9 Form Yes
Complete and Submit I-9 Form
Complete Employee I-9 Form

Create list of employees whose
submission or reverify/update Print completed
New Section I I-9 Forms are due to expire or
existing I-9 record by detailing How to handle and submitted I-9
of I-9 Form No whose final I-9 document Print
the employee's legally required I-9 records? Forms
needed? information must be received
document information Print I-9 Forms
I-9 Receipt/Expiration Report
Complete/Reverify EE I-9 Form
Update Employee I-9 Record(s)

Identify checklist items to use as a
guide for processing people Measure
Person Checklist Deployment
Locate and review a Effectiveness
person's record by
searching by national ID
Human Search by National ID Volunteer Activities
Resource Identify employee's personal Bank Accounts Track Global
information Business Expenses Assignments
Specialist Emergency Contact Badge
Emergency Contacts Report Birthdays Report
Disabilities Home Address Report
Maintain Accommodation Data Mailing Labels Report
Update basic Driver's License Data Documents (ITA)
Respond to
employee Credit Card Company Codes (ITA) Decide Manage Health
Employee Decide action?
information General Comments Person Organizational Summary action? and Safety
Lifecycle Actions
Modify a Person Company Property Maintain a Person's POI Reltn
Prior Work Experience Modify a Person
Prior Career History FPS Additional Names
Military Situation FRA Add a POI Relationship
Dependent Information General Availability MIL Manage
Depdnt Identification Details Disabilities BRA Absences
Dependent Benef History FPS Security Clearance
Badge/Clearance Access Summary

Administrator Labor
Payroll Manage
Payroll
Administrator
PeopleSoft Enterprise Update Job Information
Create personnel action request

or termination of position or
Employee leave of absence
Employee Request USF
Request Termination (USF)
Create personnel action request

Supervisor Request USF
Promote Employee (USF)
Personnel Reassign Employee (USF)
Action USF Reporting Change (USF)
Retire Employee (USF)
Review Change Requests (USF)
Separate Employee (USF)
Change employee full/part
Full/Part time status
Time Status Change Full/Part Time Status
Change FTPT Status (USF)
Change employee location

Location Request Location Change
Location Change (USF)
Request employee
Termination termination Junction
Terminate Employee
Initiate a request for a job

Type of action change that requires Works
Job Change
Line Manager needed for
(Europe)
Council Approval
direct reports? Request Job Change
Review Job Change Request
Request an employee
Transfer transfer
Transfer Employee
Request employee
Promotion promotion
Promote Employee
View employee Review status of job

Request and review View status of
Reporting Review reporting change status transfer employee change request
reporting changes promotion request
Change View Reporting Change Status View Transfer Review Job Change
Request Reporting Change View Promotion Status
Status Request
Provide 1st level of

Mass-Approve job change Provide 2nd level of
Approve transfer authorization required
Approve reporting changes Approve employee requests authorization required for a
Human Resource employee for a personnel action
Approve Reporting Change promotion Job Change Request Approval personnel action
Approve Transfer 1st Rqst Authorization
Approval Approve Promotion WC Automatic Approval
USF
2nd Rqst Authorization USF
Authority
Approve/deny
personnel action
Approve Request USF
Note: The PAR Push processing may be

scheduled to occur at specified times or
performed manually at predetermined
Perform scheduled automatic or manual intervals based on business requirements
Identify personnel action details of request
processing of personnel requests for future dated
Personnel ready for human resources to process
transactions that have been approved and need
Action HR Processing USF
to be pushed to various database records
USF Cancel Personnel Action USF
Process PAR Push USF
Correct Personnel Action USF
Comp Actns USF (hidden)
Review the status of a job change

Initiate a request for a job requests requiring Works Council Mass-Approve job change
Request
change that requires Works approval requests
Job Changes
Council approval Review My Job Change Request Job Change Request Approval
GBR
Request Job Change Review All Job Change Requests WC Automatic Approval
Review Errors and Warnings
Define the type of mass Apply mass changes Review the results of
Respond to Apply Job Changes job data update to apply to employee records the mass employee
Employee by Mass to employee records Mass Update Run job record change
Lifecycle Mass Update Setup Control Page Mass Update Result Grant Tenure -
FPS
Identify/update job-
Track
Apply Job Changes related information
Seniority
by Individual Job Data
Employee Current Job
Pay Rate Change
Human Resource Update
Specialist Compensation
Identify nature and schedule of a

Re-activate or update termination
Decide if Temporary temporary assignment
for temporary jobs
need to? Assignments Temp Assignmt due to Complete Track
Reactivate/Update Termination Decide if
Temp Assignmt w/out End Date Advancement -
need to...
FPS
Distribute the cost of a main Track Tenure and

Appointments Identify new additional appointments appointment between its additional Probation - USF
JPN Additional Appointment JPN appointments
Cost Rate JPN
Track Flexible
Record work location and Service and
job information changes Tenure
Assignments
Update Assignment FPS
FPS
Job Data FPS
Merge Employee Record FPS
Track Faculty
Identify change in pay rate or salary Events
Compensation - FPS Update Compensation FPS
Grant Premiums FPS
Civil
Change and check civil service position
Service Position
Chg Civil Service Position FPS
FPS
Modify employee categorization

Categorization -FPS
Update Categorization FPS
Records work time changes
Work Time - FPS
Update Work Time FPS
Record the date an employee resigns

Terminations - ITA
Terms (ITA)

PeopleSoft Enterprise Track Seniority
Update seniority components in

compensation packages
Update Seniority Pay
Track Global
Verify workers are still eligible Review employee records with Review employee seniority Assignments
for seniority pay components multiple codes information
Update Seniority Eligibility Multiple Seniority Components Seniority Report
Update Job Decide if need
Information to?
Human
Resource Identify seniority for a worker
Junction
Identify Seniority (BEL) Measure
Specialist
Deployment
Effectiveness
Review and set Claeys Calculate the severance

Create Notifications report
calculation variables amount
Create Notification (BEL)
Create Notification (BEL) Create Notification (BEL)
Manage Health
and Safety
Manage
Absences
Time and Labor

Administrator Manage Time and
Labor
Manage
Payroll Payroll
Administrator

PeopleSoft Enterprise Update Compensation
Refresh the
compensation defaults
in Job Data
Refresh Compensation
Measure
Deployment
Human
Effectiveness
Resource
Specialist
Update Job Manage Health

Junction
Information and Safety
Track Global
Assignments
Recalculate compensation
packages
Calculate Compensation
Manage
Absences
Time and Labor

Labor
Manage
Payroll Payroll
Administrator

PeopleSoft Enterprise Track Tenure and Probation - USF
Identify employees who are within Create a worklist item and notify
Identify Employees
60 days of tenure waiting period supervisors of tenure conversion
Awaiting Tenure
Process Automated Actions USF Tenure Conversion Notice USF
Identify or
Track Tenure - USF
convert?
Create a worklist item and notify

Update tenure status for
Perform Tenure supervisors of processed
employees passed tenure dates
Conversions conversion
Process Automated Actions USF
Tenure Conversion Notice USF
Human Update Job Decide if need

Information to? Measure
Resource
Deployment
Create a worklist item and notify

Identify Employees Identify employees who are within
supervisors of probation
Awaiting Probation 60 days of probationary period
termination
Termination Process Automated Actions USF Manage Health
Probat Term-Supv Notif USF Junction
and Safety
Identify or
Track Probation - USF
terminate?
Track Global
Assignments
Terminate probationary periods Create a worklist item and notify

Terminate for employees passed probation supervisors of terminated
Probationary Periods dates probations
Process Automated Actions USF Probat Term-Supv Notif USF Manage
Absences
Time and Labor

Manage Time and
Administrator
Labor
Payroll Manage

PeopleSoft Enterprise Track Flexible Service and Tenure
Group actions and Define rules for service

Establish calendars for
reasons that count accruals, including rounding
Yes accruing service years
toward accrual and adjustments
Calendar
HR Action/Category Service Rules
Establish academic Identify experiences and

Define or Update
ranks, eligibility, and credits from other institutions
Tenure Tracking
probationary periods and apply toward tenure
Information
Academic Rank Experience/Credit Codes
Review processing messages

Update to ensure accuracy
Update Job
service accrual Review Processing Messages
Information Decide
definitions? Track Tenure
if need to?
Review or update default Review changes made

Activate tenure Track employee's Review current jobs Update the tenure service Create tenure reports
tenure data, add to academic rank and Calculate tenure service for a Review temporary results of
tracking for an service accrued from that count toward totals and employee service Tenure Calculation
No additional details, and tenure status group or an individual Review? tenure calculation
employee other institutions tenure history Tenure Years of Service
assign calculation group Review Rank/Status Perform Tenure Calculations Review Tenure Run Results
Decide if Job Data Create Tenure Data Review Related Jobs Perform Tenure Calculations Employee Tenure Status
No Create Tenure Data History
need to?
Human
Need new
Resource Assign and
calculation
Specialist Calculate Tenure
group? Review results of tenure
accrual for calculation process Measure
Review Tenure Calc Summary Deployment
Create calculation Effectiveness
Yes groups
Calculation Group
Review history of service Manage Health
credits and Safety
Service History
Identify service
Identify employee's Review jobs and Review accrual
calculation group and Calculate service Review flexible service
startup credits and positions eligible to processing results Track Global
No FTE value for prorating accruals Review? calculations Junction
exceptions accrue service credits View PeriodicResults Assignments
accrued service Calculate Service Flexible Service Summary
Flexible Service View Related Jobs Message Log
Job Data
Need new
Track Service calculation Review employee flexible Manage
group? service Absences
Calculated Service Report
Employee Service Report
Create calculation
Yes groups
Calculation Group

Administrator Labor
Manage
Payroll Payroll
Administrator
41
PeopleSoft Enterprise Track Faculty Events
Update or review my
faculty events
Activities
Administrative Posts
Committees
Employee Presentations
Professional Training
Publications
Student Advising
Teaching
Responsibilities
Define committee
Define administrative Define DETYA details
details
Yes posts Classification Code AUS Recruiting Recruiting
Committees
Administrative Posts Organization Unit AUS
Committee Type
Define employee case, i. e., Review the final, approved

Review case Review less sensitive
change in tenure status, title employee cases
information case information
change Review Case Status
Case Information Case Progress
Identify Employee Case Case Review Status Rpt
Track employee's
Update
Update Job Need to administrative posts, titles,
tracking No
Information track? and appointments
data?
Administrative Posts
Track participation in activities
and committees
Review Committee Membership
Activities
Human
Resource Track faculty
competencies and
Specialist accomplishments
Presentations Measure
Publications Deployment
Identify courses the Effectiveness
employee is assigned to
teach
Teaching Responsibilities
Track employee's
Manage Health
student advisees Junction
and Safety
Student Advisement
Review Faculty history

information
Faculty Events Hist Rpt
Track Global
Assignments
Identify full-time Load and report on teaching data
and part-time Load FT Teaching Member Data
member data Load Teaching Survey Data
Full-Time Member Manage Time and
Create Survey Stats CAN Labor
Full-Time Surveys
FT Survey Stats CAN Rpt
Part-Time Surveys
Time and Labor Manage

Administrator Absences
Payroll Manage

PeopleSoft Enterprise Track Advancement - FPS
Review employees selected for

Promote Define grade promotion Identify promotable employee Identify employees selected for
promotion and add or remove
Eligible criteria population promotion for a specified date
employees
Employees Define Promotion Rules Select Promotable Employees Promotable Employees Report
Review Promotable Employees
Define reclassification Update employee

Simulate reclassification Calculate promotion probation
Reclassify conditions and Validate reclassifications records with valid
and save the results period end dates
Employees procedures Validate Reclassification reclassifications
Reclassification Simulation Calculate End of Probation Pd
Define Reclassification Update Career
Update career
Plan Headcount - classification data for
FPS individual employees
Increment Step/Promotion
FPS
Human Request new career Plan Headcount - Decide if

Resource classification for individual FPS need to?
Specialist employees
Increment Step/Promotion
Update seniority bonus to Calculate seniority and Identify expected step or Delete advancement data
FPS
Decide Advance speed up advancement length of service Review career seniority sub step increment dates Decide if Update career advancement Decide if Increment Step/Promotion
if need to? Employees Update Seniority Bonus Calculate Seniority Review Career Seniority Step Increment Date need to? Next Step Increment need to? FPS Measure
FPS Calculate Length of Service Reset Advancement Dates Deployment
Effectiveness
Advance multiple
employees at one time
Step Increment
Identify employees to be
advanced and update career Manage Health
records automatically and Safety
Automatic Step Increment
Update Job
Repair/adjust the impact of
Information
Simulate advancement for a Review advancement Clear the advancement inserting or deleting a
Track Global
corps or employee simulation simulations career action with an old
Assignments
Step Increment Simulation Career Simulation Report Delete Simulation Records effective date
Retroactivity Processing
Update the advancement date or

demote Manage
Freeze Advancement/Demotion FPS Absences
Time and Labor

Manage Time and
Administrator Labor
Payroll Manage
PeopleSoft Enterprise Grant Tenure - FPS
Update Job
Terminate Employee
Information
Review employee's
competencies with
those required by
Competencies Review a Modify employee status
position
Validate Probation Extend probation period and provide information
Period Probation after the first on tenure
rejection Update Status FPS
Inform managers of
Calculate tenure date Select employees eligible Notify trainee Review trainee grade and Measure
Human for individuals or for tenure within specified
Review employee trainees eligible for
supervisors of Need to step data and hold, Decide if Deployment
Resource tenure dates tenure Effectiveness
groups period probation and review? validate or deny tenure need to?
Update Status FPS Trainees to be Given
Specialist Calculate Tenure Date Calculate Future Tenures
Tenures
dates Validate Probation Period
Grant tenure and update

Grant Manage Health
status code Junction
Compare employee's Tenure and Safety
Assign Civil Servant Status
accomplishments with
those required by
Accomplishments
position
Validate Probation Track Global
Period Assignments
Manage
Absences
Time and Labor

Labor
Manage
Payroll Payroll
Administrator
44
PeopleSoft Enterprise Track Citizenship Information
Identify details about

employee's substantial
Track Substantial Presence
presence in the US
Employee Presence Test USA
Audit Passport/Visa expiration

Passport/Visa Expirations dates
Passport/Visa Expiration Audit
Respond to
Need to test or
Employee
Human audit?
Lifecycle
Resource Measure
Specialist Deployment
Audit citizenship/country/Visa
Citizenship discrepancies Effectiveness
Citizenship/Country/Visa Audit
Manage Health
and Safety
Review, update and validate

Identification Data identification data provided Junction
Identification Data
Track Global
Assignments
Manage
Absences

Administrator Labor
Payroll Manage

PeopleSoft Enterprise Track Employment Contracts
Update existing contract

USF with renewal information
Service Agreements USF
Prepay Identify prepay options

Options Contract Prepay Options NA
Define contract clauses Define contract types Create Define contract templates
Create Yes
Define Contract Clauses Define Contract Types Template? Define Contract Templates
Respond to Need to Recalculate contract work

Employee create or update What
No contract action is Update contract pay days
Lifecycle contract? North America Decide if? Recalc
needed? Update Contract Pay NA Recalc Contract Work Days
NA
Create employment contract

Update contracts Create
Update Yes reports
Update Contracts report?
Human Contract Information Report Renew pay contract
Renew
Resource Renew Pay Contracts NA Measure
Specialist Deployment
Effectiveness
Identify the replacement

Replace contract
Replace Contract BEL
Manage Health
and Safety
Track information on the
termination of an employee's
Belgium Decide if? Terminate Junction
contract
Terminate Contract BEL
Track Global
Assignments
Define contract end and reason
End and
Define Contract End BEL
Reason
Define Contract End Reason BEL
Manage
Absences
Time and Labor

Labor
Payroll Manage
PeopleSoft Enterprise Review and Report Job Summary Information
Review job information

Workforce Job Summary
Job Summary JPN
Multiple Jobs Summary
Compensation Summary USF
Personal Data USF Create workforce reports
Employee Turnover Analysis
Primary Job Audit
Pending Future Actions
Request Ad hoc Process
Create Job Information Reports Department Action Notices
Personnel Actions History Social Report BEL Create As-of-Date Mass Report
Personnel Actions History USF Official List ESP Create As-of-Date Request
Appointment Affidavits USF Create AFI File ESP As Of Date Request USF
Award Action USF Establish Synchronization FRA Create Calendar Year Request
Setup Wage/Separation USF Appointment Notification JPN Database Audit
Print Wage/Separation USF Appointment List JPN Create From/Thru Dates Request
Request Personnel Action USF Completion of IC Transfer JPN Workforce Survey Result (CAN)
Notice of Personnel Action USF Employee Assignment List JPN Groups by Emplymt Type Rpt (CAN)
Employees on Leave of Absence Matricula Book (ITA) Groups by OCC Group Report (CAN)
Request Prelim Empl Data USF Matricula Calculation (ITA) Groups/Jobs Filled/Vacated (CAN)
Temporary Employees Employee Listing SGP Workforce Survey Stats (CAN)
Years of Service
Human Respond to
Decide if
Resource Employee
need to?
Lifecycle
Specialist Review OEE workforce survey for
Canada
Workforce Survey Results Measure
Deployment
Create workforce reports for French Effectiveness
Public Sector
Part-Time Schedule FPS
CS Position Request tbc FPS
CS Position - Rqst Reject. FPS
CS Position/Employee FPS Manage Health
Career - Request tbc FPS and Safety
Review job information for
Career - Request Rejected FPS employee of French Public Sector
Employee Career/Action FPS Merge Employees FPS
Assignment - Request tbc FPS Review Merge Results FPS
Assignment - Rqst Rejected FPS Job Data FPS
Work Time - Request tbc FPS Action to
Job Data History FPS Track Global
Work Time - Rqst Rejected FPS take?
Current Status FPS Assignments
Compensation - Request tbc FPS CS Position History FPS
Compensatn - Rqst Reject. FPS Assignment History FPS
Collective Orders FPS Career History FPS
Individual Orders Edits FPS Current and Prior Career FPS
Collective Orders Updates FPS Career Seniority FPS
Pending Orders FPS Manage
CS Position/Career FPS Absences
Career/CS Position
Compensation History FPS
Time and Labor

Labor
Payroll Manage

PeopleSoft Enterprise Track Labor Relations
Request change in job, if desired

Employee Request Job Change
Review My Job Change Request
Identify disciplinary action, action

taken, and final resolution
Disciplinary
Record Disciplinary Actions
Action
Record Disciplinary ActionsUSF
Record Negotiability AppealUSF Create labor relations reports
Discipline Action Summary
Grievance Detail
Respond to Employee Disciplinary Action
Need to Identify negotiability appeals item
Employee Grievance Summary
record? Negotiability and tracking details
Lifecycle Union Fees ESP
Record Negotiability Appeal USF
Union Membership USF
Union Membership
Labor Relations Letters
Identify grievances filed, action Measure
Grievance taken, and final resolution Deployment
Record Grievances Effectiveness
Human
Review earning
Resource Obtain time worked
Update wage progression Review and adjust wage period details per pay Approve workers for wage
Specialist Wage Progression information from Process advancements
activity records progression details period about worker’s progression Action to take?
payroll Process Wage Progression
Update Wage Progression Review Wage Progression hours Approve Employees to Advance Manage Health
Extract Payroll Data
Review Time Details and Safety
Create layoff and recall

Process and maintain reports
Define groups of Review list of laid
Layoffs and Define layoff workers reemployment Rehire laid off workers Layoff Roster Report
workers to layoff or Run layoff process off workers Reinstate or
Recalls parameters (recall) rights Reinstate quickly Bumping Report
recall Layoff Roster Layoff Roster recall workers?
Layoff Roster Process Recall Rights Reinstatement Roster Seniority Report Track Global
Labor Group Definition Report
Recall Rights Candidate List Report Assignments
Recall Roster Report
Recall
Rehire with more

Manage
flexibility
Absences
Recall Roster
Manage Time and

Time and Labor Labor
Administrator
Payroll
Administrator Manage
Payroll

PeopleSoft Enterprise Track Secondment Contributions - FPS
Measure
Deployment
Human Effectiveness
Resource
Specialist
Calculate retirement Receive Manage Health

Respond to Create contribution amount letters Review employees in and Safety
contributions for employees in employee
Employee to employees secondment Junction
secondment contribution
Lifecycle Contribution Call Letter FPS Review Payment Cont FPS
Calculate Contribution FPS payments
Track Global
Assignments
Manage
Absences
Time and Labor

Manage Time and
Administrator
Labor
Manage
Payroll Payroll
Administrator

PeopleSoft Enterprise Archive or Delete Employee Records - FPS
Measure
Human Deployment
Resource Effectiveness
Delete, and archive employee personal
Specialist data, civil service position, work time, or
career data
Delete Career Data FPS
Delete ID FPS
Personal Data Deleted ID FPS
Respond to Employee File Cncl FPS
Manage Health
Employee Assignment Archive FPS Junction
and Safety
Lifecycle CS Position Archive FPS
Career Archive FPS
Work Time Archive FPS
Compensation Archive FPS
Premium Archive FPS
Seniority Bonus Archive FPS Track Global
EE Categorization Archive FPS Assignments
Manage
Absences
Time and Labor

Labor
Payroll Manage

PeopleSoft Enterprise Track and Report Regulatory Information
Create regulatory reports - General

Workforce
Job Group Analysis
Job Group Analysis Summary
Job Group Movement Analysis
Job Group Roster
Terminations Analysis
Create regulatory reports - BRA Workforce Analysis
CAGED File/Report BRA
Employee Registry Report BRA
Create regulatory reports AUS
APS Employee Additional Data
ASCO Report
Create and review DIMONA Create APS PSMPC
termination notifications to be sent
to the Belgium Social Security office
(RSZ) in the form of flat files
Create DIMONA Notification (BEL) Regulatory reports - UK
Review DIMONA Notification (BEL) Adverse Impact
Job Group Roster
Joint Staffing
NI Fair Employments Measure
Termination Analysis Deployment
Identify establishment information Create regulatory reports CAN Workforce Analysis Effectiveness
Establishments Employment Equity
Review Controlled Estb Ids National Occupation Codes
Official Language Requirements
Define regulatory reporting
Pay Equity Creates reports on heavily disabled
requirements AUS
Define ASCO Codes individuals ITA
Define APS Movement Equal Opportunities ITA Manage Health
Define APS Non-English Code Disability Report ITA and Safety
Union Report ITA Junction
Define regulatory reporting CAN Creates reports on heavily disabled
Type of
Define Canadian Pay Equity individuals DEU
reports?
Define Canadian NOC Codes Heavily Disabled DEU
Human Identify job tasks Create regulatory reports
Resource Job Code Tasks CHE Track Global
Type of Job Groups Company Statistics CHE Assignments
Specialist
tracking? Job Tasks Manage diversity compliance NLD
Define accommodations required for Law SAMEN Registration
disability reasons Law SAMEN Report Regulatory reporting Information
Accommodation Types (USA) FRA
Maintain Affirmative Actn Plan (USA) Pension/Cont. Contracts Review Manage
Define edit and field Compute Employee Survey Absences
information for CPDF Edit Employee Survey
CPDF Fields USF Employee Survey Report
CPDF Edits USF Disability
Yes Identify mandate information for Monthly Workforce
French employees Single Hiring Statement
Mandates FRA Personal Register
Create EEO reports Workforce by Nationality
Define standard EEO-1 Employer Info BIAF
diagnosis EEO-1 Job Analysis Report Election Report
information EEO-4 State/Local Govt
Diagnosis EEO-5 Job Analysis
EEO Groups by PATCOB/POI USF
EEO Grps by PATCOB/SubAgcy USF
Need to define Create veteran reports USA
No EEO Groups by Series/POI USF
tracking? VETS-100 Analysis
EEO Grps by Series/SubAgcy USF
VETS-100 Process
VETS-100 Submit
Maintain Military Dischrg Date
VETS-100 by POI USF
Create regulatory reports USA VETS-100 by Sub Agency USF
IPEDS-S (USA)
Respond to SF113-A USF
Employee SF113-G USF Create CPDF reporting information
Lifecycle Dynamic Table
Status Table
Edit Validation
Error Report
Dynamic/Status File
Organizational Component File

Administrator Labor
Payroll
Administrator Manage
Payroll
PeopleSoft Enterprise Manage Health and Safety
Human
Resource Measure
Maintain
Deployment
Specialist Employee Data
Effectiveness
Verify Witnesses
Define Health and Create Health and
or Personnel Obtain Incident
Safety Tracking Safety Reporting
Involved with Information
Information Information
Incident
Record Employee
Medical Exam
Results
Health and
Safety
Administrator

PeopleSoft Enterprise Create Health and Safety Reporting Information
Create health and safety

Health and Safety
reports CAN
Reporting Data
WCB Form 7 CAN
Canada
WCB Incident CAN
Create health and safety

Prepare accident, incident , reports DEU
Health and Safety and illness data and load to Accident DEU
Reporting Data temporary data table DEU Illness DEU
Germany Accident Data DEU Incident Location Summ DEU
Illness Data DEU Reportable Accident/Illnss
DEU
Health and Safety Prepare and load RIDDOR

Reporting Data data GBR
GBR RIDDOR Data GBR
Create report containing accident

Regulatory Reports
details CHE
CHE
Accident CHE
Prepare BC WCB data for file

Creates and sends the BC
Regulatory Reports creation
Obtain Incident WCB EDI file CAN
CAN CAN
Information Create WCB EDI File CAN
WCB EDI Data CAN
Health and
Safety Identify incidents that did not
Identify accidents with and without
Administrator Regulatory Reports absence days
Need to Regulatory Need to result in the loss of wages ESP
ESP Create Delt@ PAT/RAF ReportESP
create? Reports create? Incident w/o Lost Wages ESP
Create Delt@ RATSB Report ESP
Create a French health and

Regulatory Reports
Record Employee safety report FRA
FRA
Medical Exam Work Accident FRA
Create a report of injury or Create a Report of a Case of a

Regulatory Reports
dangerous occurrence Disease report GBR
GBR
Injury/Dangerous Occ GBR Illness GBR
Create OSHA reports
OSHA 301 Incident Report
OSHA 301 Incident Report
Create list of case numbers and
Regulatory Reports PrintOSHA 300 Incident Log
details of the injury/illness USA
USA OSHA 300A Annual Summary
OSHA-200 Log (USA)
OSHA 300 Runs
OSHA 301 EE Incident Report
OSHA 301 NE Incident Report
Create CAT and PPP Reports
Regulatory Reports BRA
BRA CAT Report BRA
PPP Report BRA
Review Employee With Work
Work Restriction
Restriction summary
Summary
Employee Work Restriction Smry
Human Measure
Resource Deployment

PeopleSoft Enterprise Define Health and Safety Tracking Information
Human
Resource Maintain Employee
Specialist Data
Define accident or injury information

Canada
Accident/Injury
Class/Subclass CAN
Information
Occupations CAN
Canada
Contributing Factors CAN
Preventative Actions CAN
Define accident or injury information

Germany
Case Officer DEU
Corrective Actions DEU
Accident/Injury
Disease Class DEU
Information
Preventative Actions DEU
Germany
Unsafe Items DEU
Work Area Class DEU
Work Area Category DEU
Define hazardous environments
Define accident or Work Area DEU
Dangerous Occurrences
injury information Job Code Hazards Define medical data
Accident Types Location Hazards Allergy Define physicians
Body Parts Hazardous Conditions/Materials Define work restrictions Accident/Injury Define accident or injury information
Immunization and facilities Need to
Nature of Injury Hazard Units BRA Codes and Effective Dates Information Great Britain
Medication Medical Facilities define?
Health and Source of Injury Hazard Concepts BRA Diagnosis Physicians
Modified Work Great Britain External Scheme GBR
Safety Unsafe Acts Work Hazards BRA Occupational Illnesses
Animals Involved
Administrator Transportation
Job Code Hazards BRA
Work Area Hazards BRA
Identify details for the Mexican mixed
Mixed Committees
committees
Mexico
Mixed Committee MEX
Define medical services Australia

Claim Threshold - Claims AUS
Medical Services
Claim Threshold - State AUS
Australia
Claim Threshold - Union AUS
Medicare Item Details AUS
Verify Witnesses
or Personnel
Involved with
Incident
Record Employee
Medical Exam
Results

PeopleSoft Enterprise Obtain Incident Information
Identify claims details related to a

No rehabilitation plan for non-employee
Create Non-Employee Rehab Plan
Industrial Identify industrial hazard code Identify assigned case officers

Hazard for employee (DEU) (DEU)
Germany Coop Society Data Case Officer Assignment Identify claims details related to a
Rehab for
Yes rehabilitation plan
employee?
Create Employee Rehab Plan
Yes
Identify basic incident information
Incident Details
Incident Detail (rpt) Identify charges related to injury
Incident Lost Work (rpt) Identify injury details or illness claims
Verify Witnesses Incident with Is rehabilitation
Record? Incident Incident Summary (rpt) Yes Injury Details Open Claim
or Personnel injury? needed?
Location Incident Summary (rpt) Injury Details BRA Claim Summary Overview (rpt)
Non-Employees In Incidents (rpt) Incident Claim Detail (rpt)
Vehicle Incident Summary (rpt)
Incident Details BRA
No Identify any
corrective actions
Health and and/or preventative
No
Safety actions
Administrator Identify Corr/Prevent
Actions
Identify information about

Vehicle/
vehicles or equipment
Equipment
Vehicles/Equipment Involved
Review all incidents by specific
individual has been involved
Review Employee Injury Summary
Employees In Incidents (rpt)
Review Injury Summary BRA
Create Health and

Safety Reporting

PeopleSoft Enterprise Record Employee Medical Exam Results
Identify basic exam and

physician information, test
Health Card
results and comments
Health Card (USF)
Identify hearing exam

Define Health and
Audio classification
Safety Tracking
Audiometric Exam
Information
Identify basic exam information

Eye
Eye Exam
Create Health and

Need to review Need Identify basic exam information
No Physical Safety Reporting
health card info? to record? Physical Exam
Information
Health and Identify respiratory exam

Safety Respiratory information
Administrator Respiratory Exam
Identify basic exam and

Yes physician information such as
name and address and drug
Drug Test Data
sensitivities from previous test
administered
Drug Test (USF)
Identify medical examination

Exam Dates/Status dates and exam status for
Review employee Germany employee (DEU)
information, position Employee Checklist
information, physician
information, drug
sensitivities and previous
tests, and drug test results
Review Health Card Info Identify data to track employee
Illness Identify case officers (DEU)
(USF) illnesses (DEU)
Germany Case Officer Assignment
Illness Tracking
Exam Results Identify medical exam results (BRA)

Brazil Medical Exam Results BRA

PeopleSoft Enterprise Verify Witnesses or Personnel Involved with Incident
Identify additional
employee
Employee
information
Employee
Identify
employment
Employment
information
Employment
Define Health and

Obtain Incident
Safety Tracking Need to track?
Information
Health and Information
Safety
Administrator
Identify employee
Family family information
Family
Identify personal
information for
Non-
non-employees
Employee
involved in
Name
incidents
Non-Employee

PeopleSoft Enterprise Track Global Assignments
Human Respond to Notify Employee Identify Global Identify Travel and

Complete
Measure
Resource Assignment and
Employee of Global Assignment Education Deployment
Update
Specialist Lifecycle Actions Assignment Information Allowances
Competencies
Effectiveness
Perform and
Receive
Prepare for Complete
Assignment
Assignment Global
Information
Assignment
Employee

PeopleSoft Enterprise Complete Assignment and Update Competencies
Human
Resource Record information
Create report of
Specialist Track job information regarding completed
Identify Travel and employee's on global Measure
while on assignment assignment and close Maintain profiles
Education assignments Deployment
Home/Host host record Person Profiles
Allowances Employee on Assignment Effectiveness
Information Home/Host
Report
Information
Perform and
Employee Complete Global
Assignment

PeopleSoft Enterprise Identify Global Assignment Information
Review information on
Immediate dependents in employee's
Family immediate family
Review Immediate Family Data
Identify basic assignment

information such as type, dates Identify new host
Assignment
and host contact Add a Host Assignment
Assignment Data
Human
Resource Identify information about the
What Identify Travel and
disposition of employee home
Specialist information is Home/Host
residences
Education
needed? Allowances
Home and Host Data
Identify dependents and

beneficiaries, addresses, and
Dependents
personal information
Dependent Data
Review a summary of employee's

assignment and organizational
Summary relationships
Review Assignment Summary
Person Organizational Summary
Employee
Prepare for
Assignment

PeopleSoft Enterprise Identify Travel and Education Allowances
Employee
Identify company-paid
Company
travel
Paid
Company Paid Travel
Travel
Dependent Identify additional

Company company-paid travel
Paid Dependent Company Paid
Travel Travel
Identify employee financial Identify supplemental Complete

Identify Global Employee
Need to assistance information earnings and deductions Assignment and
Human Assignment Educational
record? International School/ Assignment Update
Resource Information Reimbursements
Program Compensation Competencies
Specialist
Identify financial
Dependent assistance information for
Educational a dependent
Reimbursements Dependent International
School
Identify employee's
dependents who will travel
Accompanying Dependent
with the employee
Dependent Accompanying

PeopleSoft Enterprise Manage Absences
Maintain
Manage Leaves
Personnel
(USF)
Records
Authorize and
Track FMLA Leave
Human
Resource
Specialist
Record Absences, Analyze Absence
Define Absence Measure
Vacations, Information and
Tracking and Deployment
Accruals and Identify Trends
Assign Schedules Effectiveness
Entitlements and Patterns
Provide Absences
to Payroll
Request and
Line Manager Approve Absences
and Vacations

Administrator Labor
Manage
Payroll Payroll
Administrator

PeopleSoft Enterprise Manage Leaves USF
Request leave
Employee Request Leave of Absence
(USF)
Create an application to
donate to leave bank or
Leave Donations transfer program to be used
External by an employee outside of
the agency
External Leave Donations
Review by effective date hours

Create an application to contributed to or withdraw from
Create
Leave Donations donate leave to the leave Leave Bank Ledger employees participating in the
applications
Internal transfer program leave bank program
for?
Voluntary Donations Review Leave Bank Ledger
Applications
Process donations and update
Update accruals, additional pay, and
Leave Bank leave ledgers Review donations made to a leave
Create application to receive Request Leave Bank/Transfers Leave Donations transfer program recipient
Leave
hours from a leave program Track Leave Donation
Requests
Create Leave Recipient App
Leave Admin USF reports
Leave Acceptance Notifications
Decide if Leave Bank Participants
Human need to? Inquire on automatic leave
Maintain Employee Need to Leave Leave Denial Notifications
Resource enrollment history
Data review? Enrollment Leave Transfer Participants
Specialist Track Auto Leave Enrollment
Leave Bank Application/Donate
FEFFLA
Leave Audit SF1150
Initiate leave accrual process

Review summary leave
balance for all employees General
Update contributions, withdrawals, and
currently enrolled in the Leave Summary
Leave Accruals balances by leave program type
selected benefit plan Information
Review and adjust employee Review Leave Program Summary
Calculate Leave Accruals
enrollment in earnings accrual
classes or manually enroll
No
employees in accrual classes
Accruals Employee Accruals Enrollment
Update Leave Accrual Elections Review leave balances and totals
Leave Balances for a particular employee
Using auto Leave Accruals (rpt)
enrollment for leave
accruals?
Automatically enroll employees

in earnings accrual classes
based on the PAR or leave
Yes
program activity and the leave Measure
class rules Deployment
Request Auto Leave Enrollment Effectiveness

PeopleSoft Enterprise Authorize and Track FMLA Leave
Human
Resource
Specialist
Review FMLA reports

Authorize or deny FMLA request Record significant events that Measure
Maintain Employee Schedule FMLA Status Report
Request/Authorize/Track Leave affect FMLA leaves Deployment
Data Request/Authorize/Track Leave Payroll Audit Report
Process FMLA Leave (USF) Request/Authorize/Track Leave Effectiveness
FMLA (USF)
Request time off

Take requested
to care for
time off from
themselves or a
employment
family member
Employee

PeopleSoft Enterprise Define Absence Tracking and Assign Schedules
Assign
Track Time and
Define calculation rules etc. for Define absence entitlement plans Work Schedule
Labor
Entitlements Absence Entitlements GBL Absence Entitlement Plans CHE (Using Time and Labor)
Absence Entitlements Absence Entitlement Plans DEU
Track Time and
Labor Note: If both PeopleSoft Time and
Labor and Global Payroll are being
used, a schedule may be created
Define absence types and and assigned only once
Absence Types take parameters GBL Map absence to
and Takes Absence Take Types Payroll Assign or override a specific
Absence Takes employee's long-term, alternate
Assign or Override
or daily schedule
Work Schedules
Assign Work Schedule
(Using Global Payroll)
Daily Work Schedules
Define absence take Pay Groups
Need to Absence Need to
parameters NLD
define? Takes - NLD assign?
Absence Takes NLD
Add and update an entitlement

Absence Define absence reasons GBR Assign for a global employee
Reasons - GBR Absence Reasons GBR Entitlements Assign Entitlements and Takes
Yes
Vacation Entitlm and Takes BRA
Record Absences,
Vacations, Accruals
Define the payee's prior and Entitlements
services to be used in the
Prior Service AUS Assign Identify information used by
calculation
Define Prior Service AUS Entitlements Global Payroll for France
FRA Dependent Information
Using Global
Maintain Employee
Payroll Absence Define absence classes, types
Data
Management? and specific details
Human Monitor
Absence Classes
Resource Absences
Absence Types
Specialist Absence Parameters
No See: "Plan Benefits Assign vacation plans to

Leave Plans and Structure" to create vacation Vacation Plan employees
Vacation Buy/Sell Plans and leave plans and assign Vacation Plan
them to benefits programs
Create holiday and work Assign holiday and work

Holiday/Work
Schedules schedules schedules using PeopleSoft
Need to Need to Schedules
(Using Holiday Schedules Human Resources
define? assign? (Using
Human Resources) Work Templates Assign Work/Holiday
Human Resources)
Work Schedules Schedules
See model titled "Track

Schedules
Time and Labor" to create
(Using Time and Labor)
work schedules
Assign
Working Time Define working time directive Track Time and Track Time and
Work Schedule
Directive reporting parameters and default Labor Labor
(Using Time and Labor)
Reporting settings
UK Working Time Directive UK
Define benefits plan and

programs
Benefits
Benefit Plan
Benefit/Deduction Program

PeopleSoft Enterprise Request and Approve Absences and Vacations
View absence balances and Approve absence

View absence requests history requests
Absence Request History Absence Balances Absence Requests
Absence Request History
Yes
Line Manager
Request Request absence on behalf of
Employee direct report
Absence Absence Requests
Is upper View absence balances and Approve absence
management's history from direct reports requests from direct reports
And/Or? No
approval Absence Balances Absence Requests
required? Absence Request History
View absence requests from
Review
direct reports
Absence
Requests
Human Maintain Employee Manage

Data Payroll
Resource
Specialist
Review absence history

Employee and entitlement balances Request time off from work View absence request status
Absence Balances Absence Request View Absence Request Detail

PeopleSoft Enterprise Provide Absences to Payroll
Global Payroll Global Payroll
Provide absence information to

North American Payroll
To Payroll for North America
Record Absences,
Human Vacations,
Payroll system?
Resource Accruals, and
Specialist Entitlements
Provide absence to Payroll

Interface
To Payroll Interface
Time and Labor Time and Labor
Request and
Line Manager Approve Absences
and Vacations
Time and Labor

Labor
Payroll Manage

PeopleSoft Enterprise Record Absences, Vacations, Accruals and Entitlements
Note: Payroll must be run before leave

Update employees' accrual balances can be calculated
Absences Need to
Leave accrual records after
or leave review or Vacation Accrual
Accruals payroll run
accruals? update?
Accrue Vacation
Review leave accrual

Record information and Initiate leave accrual
balances and totals for a
comments about the maternity process balance
Leave Accruals particular employee
or parental leave Calculate Periodic
Review Accrual Balances
Maternity Leave Maintain Maternity Leave (UK) Accrual
Leave Accrual
Maintain Parental Leave (UK)
Maternity Leave CHE
Maternity Leave DEU Adjust a payee's
frequency-based
entitlement Consolidate company workforce
Identify details of the
Absences data - NLD
Add and update an absence Incidental absence, follow-up
Export Company Data NLD
event for a global employee Absence actions and comments
Employee Illness Notification NLD
Absence Event Create/Update Absence
Illness Notification by Group NLD
Absence Event AUS Track employee's
Absence Event BRA first day of absence
Absence Event ESP and salary Need to Protected Identify absence as Analyze Absence
Absence Event
Human Absence Event GBR information for update? Absence protected BEL Information and Identify
Absence Event MEX WAO NLD BEL Create Protection Trends and Patterns
Resource No
Absence Event NLD WAO Data NLD Review or adjust
Specialist Absence Event NZL absences or entitlements
Vacation Acquis Prd-Sched for reduced hours
BRA Update Vacation Record information about the
Entitlement BRA maternity or parental leave -
Define Payee Data NLD CHE, DEU Review maternity and parental leave
Using Global Need to Maternity/ Maintain Maternity Leave UK details Provide Absences to
Payroll Absence Record vacation details - BRA Absences And /or?
Yes record details Vacations Parental Maintain Parental Leave UK Review Parental Leave by Dept UK Payroll
Management? Vacation Entitlm and Takes BRA
for? Insert an absence event into the Maternity Leave CHE Review Parental Leave by Emp UK
GP Core component Maternity Leave DEU
EIP CI: GP BRAZIL - VACATION Illness/Maternity S503 Dtl ITA
Mass
Request collective vacations - BRA ENTRY
Vacation
Mass Vacation Programming BRA
Requests
Absence Updates absences

Mass Generate a massive absence event - FPS Absences FPS
Define Absence Absence MEX
Tracking and Request Create Mass Absence Rqst MEX
Assign Verify time available to
Schedules Identify reason for vacation
Vacation request for vacation
Capture Vacation Absence
Request/Approve Vacation
Provide approval decision

Line Manager for vacation request
Request/Approve Vacation
Request
Employee vacation

PeopleSoft Enterprise Analyze Absence Information and Identify Trends and Patterns
Review and forecast absence

balances
Review Absence Balances
Review Absence Balances AUS
No
Review exception details, absence

dates, and payment details
Review Absence Exceptions GBR Create absence reports GBL Review all types of
Record Absences, Absence Listing employee absences in a
Using Global Absence Periods graphical format
Vacations,
Payroll Absence Yes Time Lost Due to Absence Review Absence Calendar
Accruals and
Management? Create absence reports GBL
Entitlements
Absence Results Register
Create absence history reports - Create absence reports NLD

Review a list of all absences
AUS Create Illness Statistics NLD
for an employee
Leave History AUS Illness Registration NLD
Summary by Employee
Leave Liability AUS Long-term Illnesses NLD
Decide
info to
Calculate, Create family allowance reports review?
Confirm, and Absences Review BRA Review all employee
Distribute GBL Calculated or report? Family Allow. Term of Resp BRA Decide Create absence reports GBR absences within a
Payroll Family Allowance Registry BRA if need to Bradford Score GBR department
Summary by Department
Create absence reports ITA

Human Payroll Results Register ITA
Absence CUD Data ITA
Resource S503 Report ITA Review working time for the UK Review all employee
Specialist Working Time Directive absences within a department
Review Dept Time Directive and subordinate departments
Review Employee Time Directive Summary by Dept Tree
Create absence reports MEX
Absence History MEX
Vacations MEX
Vacations Summary MEX
Create absence reports SGP

Leave Liability SGP
Leave History SGP
Create absence reports NZL Measure

Leave History NZL Deployment
Leave Liability NZL Effectiveness
Create absence reports MYS

Leave History (MYS)
Leave Liability (MYS)
Create absence reports USA

Results Register

PeopleSoft Enterprise Manage Time and Labor
Human Maintain Manage

Measure
Resource Deployment
Employee Data Absences
Effectiveness
Specialist
Report to Work
Review Schedules Report
and Perform
and Forecasts Time
Duties
Employee Request Overtime

and Obtain
Approvals
Request Absences
and Approvals
Line Manager Review and

Resolve Time Approve
Entry Exceptions Time
Resolve Time
Administration
Enroll Time Exceptions
Reporters, Assign
Time and Labor Schedules, and
Setup TCD
Administrator Create Payable
Time
Distribute Time Review and Adjust

Information Time Summaries
Payroll Manage
70
PeopleSoft Enterprise Enroll Time Reporters, Assign Schedules and Setup TCD
Human
Maintain Employee
Resource Data
Specialist
Review Schedules
Employee and Forecasts
Update dynamic
group membership
Yes
Refresh Dynamic
Update Update existing Group
Existing time reporter Retrieve employee data from
Time Maintain Time PeopleSoft Human Resources
Reporter Reporter Data to be used for automatic
Create or schedule assignment
update calendars, Decide if Using dynamic EIP (AM): Workforce Data
No
groups or need to? groups?
security?
Enroll new time Assign time reporter's
Enroll
reporter long term schedule Review compensatory
New Enroll time reporter in
Create Time Assign Schedule to plan assignments
Reporter No compensatory plan
Reporter Data Group Time Reporter Status
Comp Plan Enrollment
Associate security Assign Work Schedule Comp Plan History
Yes
Group using groups Scheduled Hours (Rpt)
Create static Security TL Permission List Setup
Static
groups Security Time Send Time & Labor setup
Groups
Static Group Collection data to TCD
Apply Device Send Setup to TCD
Create or security
Decide (TCD)
Update Groups for using?
if using...
Reporting Security
Create dynamic Provide Task Element Code
Time and Dynamic Provide Time Reporter Information
groups HR Tree Assign security using Values for Time Entry at the Time
Groups to Time Collection Devices No
Labor Decide if
Dynamic Group Security HR Tree Collection device,
EIP (AM): T&L Time Reporter Data
Administrator need to? EIP (AM): T&L TASK ELEMENT
CODE VALUES
Review or update Apply override
Create time periods Provide Employee Scheduled Time
Verify static groups Apply rules to time
Daily to Time Collection Device Yes
groups? Time Reporters in overrides? reporter
Weekly EIP (AM): T&L Time Reporter Provide Task Templates for Time Groups Override Rules
Create Monthly Schedules (Outbound) Entry at the Time Collection device
Time Periods Repeating
EIP (AM): T&L TASK TEMPLATES
Complex
Build Time Period Calendar Provide Time Collection device Review dynamic Refresh dynamic
View Time Period Calendar supervisors for overriding punch group membership group membership
EIP (AM): T&L Supervisors Provide Punch Restriction Profiles Time Reporters in Refresh Dynamic
to a Time Collection device Groups Group
EIP (AM): T&L TIME REPORTER
Provide Payable Time Totals to PUNCH RESTRICTION RULES
Create or update schedules Time Collection devices
Schedule Group EIP (AM): T&L Payable Time Totals
Create or Shifts by TRC Provide TRC Information for
Update Schedules Workdays Reporting Elapsed Time at the
Definitions Time Collection device
Schedules to be Validated Provide Override Information for EIP (AM): T&L TRC
reporting time at a Time Collection INFORMATION
device,
EIP (AM): T&L Reporting Elements
Provide Task Profiles for time entry
at the Time Collection device
EIP (AM): T&L TASK PROFILES
71
PeopleSoft Enterprise Review Schedules and Forecasts
Time and Enroll Time

Reporters and
Labor Assign Schedules
Employee
View work schedules using
Work
mobile device
Schedule
Report to Work
Employee and Perform
Duties
Employee Review work schedule by
Need to review? Work day
Schedule Monthly Schedule
Review forecast time

Provide
Time Forecasted Time Summary
scheduling
Forecasts Time and Labor Launch Pad
feedback
Forecasted Time Detail
Override employee's
Continue schedule for one or
many employees for
one or many days
Override
Review employee work Manage Schedules
Schedule
Employee
schedule Decide if
Work
Manage Schedules need to?
Schedule Assign
Manage Schedule Options
Schedule Assign time reporter's
long-term schedule
Assign Work Schedule
Line Manager Time

Review time forecasts Review time detail
Need to review? Forecasted Time Summary Forecasted Time Detail
Forecasts
Time and Labor Launch Pad Time and Labor Launch Pad
Review time management

Time Calendars
Management Monthly Time Calendar
Calendars Weekly Time Calendar
Daily Time Calendar

PeopleSoft Enterprise Report Time
Human
Resource Manage
Absences
Specialist
View reported Report elapsed Submit time

Report Using
time that has not time time or adjust reporting
Mobile Client
been submitted prior period entries information
Report to Work
and Perform
Duties
Report Using Receive mobile time entries from PeopleSoft

Prepare and Expenses Prepare and
Expenses Mobile
Request Overtime Submit Expenses Service: T&L Labor Time Rep Elapsed Time Submit Expenses
Client
and Obtain EIP (AM): ELAPSED_TIME_ADD
Approvals
Employee Retrieve time reporter data from collection devices

Service: T&L Time Reporter Elapsed Time; EIP
Request Absences Time Collection
(AM):ELAPSED_TIME_ADD
and Approvals Device
Service: T&L Time Reporter Punch Time; EIP
(AM): PUNCHED_TIME_ADD
Report Mass Time using data
Report Using
ranges
Date Ranges
Mass Time
Time
reporting
method?
Report Time Online
Report
Web Clock
Online
Timesheet
Review and Approve time

Report Using Report time Approvals
Resolve Time Yes Mass Time
Date Ranges Mass Time required?
Entry Exceptions Timesheet
Line Manager
Provide to Report time by Time Reporter

Manager Timesheet
Report or modify employee Insert multiple rows into Positive

Report Overtime overtime information Calculate, Confirm, and Input
Provide Payroll using
(CHE/MEX) Enter Overtime CHE PeopleSoft Global Payroll EIP (CI): GP MEXICO -
Enter Overtime MEX OVERTIME DATA ENTRY
Time and
Report Manually record reported time
Labor Decide if
Time Rapid Time
need to?
Administrator Create Payable
No
Time
Integration with Global Payroll:
Retrieve absence events and
Load Absences A batch process prompts
scheduling changes from
from PeopleSoft Global Payroll to
PeopleSoft Global Payroll
Global Payroll provide absence data to
Retrieve Absences GP Payroll
PeopleSoft Time and Labor

PeopleSoft Enterprise Request Overtime and Obtain Approvals
Report
No
Time
Employee Report to Work Need to request

Request Overtime
View the status of a
Reporting for Overtime Requests
and Perform No overtime in Yes request for overtime
CHE? Request Overtime Add
Duties advance? View Overtime Request
Request Overtime List
Yes
Report overtime
View submitted TO
online CHE
approval status
Request Overtime
View Overtime CHE
CHE
See model titled "Calculate, Confirm,

View Overtime
View overtime CHE and Provide Payroll using PeopleSoft Approve Overtime
View overtime requests balances
View Overtime CHE Global Payroll" to transfer self service Overtime Requests
Overtime Requests Overtime
(hidden) overtime entries into PeopleSoft Approve Overtime
Line Manager Balances
Global Payroll

PeopleSoft Enterprise Request Absences and Approvals
Employee
Review absence balances

Report to Work
Request absence and history Report
and Perform
Absence Request Absence Balances Time
Duties
Review absences
Record absences
Absence Request
Absence Balances
Line Manager

PeopleSoft Enterprise Review and Resolve Time Entry Exceptions
Employee Review time entry

Report
exceptions
Time
Exceptions
Make Changes Make changes to

to Setup Data setup data
Line Retain or delete

Manager Review and resolve
Decide if resolved exception
exceptions online
need to? history (cleanup)
Exceptions
Exceptions
Correct Correct time reported

Time Reported Timesheet
Review and correct TCD

errors
Create Payable
TCD Reporting Review TCD Errors
Time
Correct Punched Time Errors
Correct Elapsed Time Errors
Make Changes Make changes

System to Setup Data to setup data
Review
detected Yes
Time and exceptions?
exceptions for?
Labor
Administrator
Review Rapid Time
Rapid exceptions Decide if
Time Reporting Exceptions need to?
Exceptions History
No
Review and resolve

Correct
exceptions
Time Reported
Rapid Time

PeopleSoft Enterprise Create Payable Time
Employee Report
Time
Line Review and

Resolve Time
Manager
Entry Exceptions
Submit all rapid

time
Submit All Rapid
Time
Forecast payable
time
Request Time
Administration
Perform validations
and calculate gross
amounts Distribute Time
Time and Request Time Information
Administration
Labor
Decide if need
Administrator
to?
Select time Review reported

Build rule map and Create Update task Finalize payable
reporters and Build time reporter Track Apply rules to TRC time that did not
identify period of intermediate profiles and apply time for distribution
combine into profile attendance and task data get to Payable
interest payable time rounding rules and review
batches Request Time Request Time Request Time Time
Request Time Request Time Request Time Request Time
Request Time Administration Administration Administration Unprocessed
Administration Administration Administration Administration
Administration Reported Time
Calculate gross
amounts Resolve Time
Request Time Administration
Administration Exceptions

PeopleSoft Enterprise Resolve Time Administration Exceptions
No
Make Changes Make changes to Decide if

Time and to Setup Data setup data satisfied?
Labor
Administrator Review Rapid Time
Create Payable exceptions Decide if
Time Exceptions need to?
Exceptions History
Correct Rapid Time Yes

Correct
reported
Time Reported
Rapid Time
Approve
Time
Make Changes Make changes to

No
Line to Setup Data setup data
Manager
Retain or delete
resolved exception Decide if
Review exceptions Decide if Yes
history (cleanup) satisfied?
Exceptions need to?
Exceptions
Review and correct time

Correct
reported errors
Time Reported
Timesheet

PeopleSoft Enterprise Approve Time
Self- Approve payable time

Service Payable Time
Line
Manager
Approval Approve reported time

Approval? Yes
method? Reported Time
No
Approve time
Payable Time
Resolve Time
Administration
Exceptions
Edit reported Report
Yes
time? Time
Approve time by batch No

Time and Request Batch
Labor Approval Process
Administrator
Distribute Time
Information

PeopleSoft Enterprise Distribute Time Information
Line
Manager Approve
Time*
Receive request to provide estimated labor Send estimated Send Estimated Costs to Projects or Other
Estimated cost payable time to Systems
Labor Costs to Service: Estimate and Forecast Time Request Projects Service: T&L Estimated Time
Projects EIP (AM): Publish Estimated EIP s(AM): ESTIMATED_TIME_BATCH ADD;
ESTIMATE_FORECAST_TIME_REQUEST Payable Time FORECASTED_TIME_BATCH_ADD
Create Payable Send Actual Costs to Projects Systems Note: Providing Payable Time
Time once payable time has been approved actuals to PeopleSoft Projects
Actuals to Projects
Service: T&L Actual Time when not provided
(Not Payroll)
EIPs (AM): ACTUAL_TIME_ADD; to Payroll requires payable
ACTUAL_TIME_BATCH _ADD time to be approved
Time and
Labor Review and
Need to provide? Review Payable Time that Receive payroll costs from North American Adjust Time
Administrator Send payable time to North American Summaries
Payable Time to did not get to Payroll or was Payroll System and trigger labor
Payroll System
NA Payroll rejected by Payroll distribution and dilution
Integration (COBOL): Load Time and Labor
Unprocessed Payable Time Integration (AE): Extract TL Costs
"Closed" Send Actuals to Projects with labor distribution

Send "closed" payable time to
Actuals to Projects Service: T&L Actual Time
Projects as actual costs
without Labor EIPs (AM):
Publish Actual Payable Time
Distribution ACTUAL_TIME_BATCH _ADD
Receive payroll costs from Global Payroll

Send payable time to Global Payroll System
Payable Time to System and trigger labor distribution and
Integration (COBOL): Process Payroll/
Global Payroll dilution
Absence
Integration (AE): Time and Labor
Note: If your version of PeopleSoft Projects uses XML to transmit data, estimated payable time is
published automatically in response to a request message from PeopleSoft Projects
Payroll
Manage

PeopleSoft Enterprise Review and Adjust Time Summaries
Review time summaries for

employees
Employee Employee
Payable Time Summary End
Self-Service Info
Payable Time Detail
Compensatory Time
Review time summaries for direct reports

Payable Time Summary
Payable Time Detail
Compensatory Time
Line Manager Accumulators
Self-Service Info Overtime Balances
Manager
Time and Labor Launch Pad
Monthly Time Calendar
Weekly Time Calendar
Daily Time Calendar
Review attendance
information
Attendance
Attendance History
Attendance Actions
Review compensatory time

Comp Time Adjust payable
Compensatory Time Manage
time Payable Time Adjusted
Projects
Adjust Paid Time
Yes
Review status
Distribute Time Need to
Review? Status Time Reporter Status
Information Adjust? Provide cost information when
Payable Status
a change to payable time
impacts project costs
Time and
EIP (AM): T&L Actual Time
Labor Review time administration
Administrator processing data
Time Administration Statistics
Processing
Archived Batches
Information
Archived Rule Maps
Unprocessed Reported Time
Unprocessed Payable Time
No
Review timecards
Time Cards
TimeCard
Time
Audit time information
Information
Reported Time Audit
Audit
Human Measure
Resource Deployment
Effectiveness
Specialist

PeopleSoft Enterprise Manage Payroll
Human Measure
Maintain
Resource Employee Data
Manage Absences Deployment
Create Payroll
Calculate, Confirm Reconcile and
Create Payroll Regulatory and
and Provide Distribute Payroll
Information Tax Reporting
Payroll Information
Information
Payroll
Administrator
Provide Employee
Reconcile and Create US Federal
Calculate, Confirm Individual
Create US Federal Distribute US Payroll Regulatory
and Provide US Retirement
Payroll Information Federal Payroll and Tax Reporting
Federal Payroll Information to
OPM
Manage Time and

Time and Labor
Labor
Administrator
Create GBL
Create GBL Calculate, Confirm
Global Payroll Payroll Regulatory
Employee Payroll and Distribute GBL
Administrator Reporting and Tax
Information Payroll
Information
Payroll Send Employee

Data to External
Interface Payroll System
Administrator

PeopleSoft Enterprise Create Employee Payroll Information using PeopleSoft Payroll for North America
Human Maintain
Manage
Resource Employee
Absences
Specialist Data
Request W-2 reissue

W-2 Reissue Request
W-2 Reissue Request USA
Create or update direct deposit information
Direct Deposit
Send employee direct deposit information to

Add or update your voluntary deductions PeopleSoft Expenses
Employee Voluntary Deductions EIP (AM):
DIRECT_DEPOSIT_FULLSYNC;
DIRECT_DEPOSIT_SYNC
Update tax withholding information
W-4 Tax Information
W-4 Tax Information USA
Update consent to receiving tax information
electronically
T4/T4A Consent
W-2/W-2c Consent
Create employee deductions

Send employee direct deposit Update payroll options and/or
Override Benefits Deductions
information to PeopleSoft create additional pay
Create Garnishments
Expenses Update Payroll Options
Review Garnishments
EIP (AM): Create Additional Pay
Create General Deductions
DIRECT_DEPOSIT_FULLSYNC; Update Payroll Options (CAN)
Override General Deductions
DIRECT_DEPOSIT_SYNC Create Additional Pay (CAN)
Review U.S. Savings Bonds
Purchase U.S. Savings Bonds
Request Direct Deposit
Purchase Canada Savings Bonds (CAN)
Override Benefits Deductions (CAN)
Create Garnishments (CAN) Record federal, state and local tax data and
Review Garnishments (CAN) create reports
Create General Deductions (CAN) Default Tax Data Report
Override General Deductions (CAN) Default Tax Data USA
Request Direct Deposit (CAN) Employee Tax Information Rpt
Employee Tax Information USA Default Tax Data Report (CAN)
Payroll W-4 Exemptions Report Default Tax Data CAN
Initiate mass employee updates W-4 Exemption Employee Tax Information Rpt (CAN)
Administrator
of tax data W-4 IRS Report Employee Tax Information CAN
Create Mass Tax Data Updates W-4 IRS Exemption Report (CAN)
Update Two-Tier Suppl Data W-4 Audit Report Exemption CAN
W-4 Audit Update Employee Tax Data (CAN)
Update Employee Tax Data Update Tax Distribution (CAN)
Update Tax Distribution
W-4/W-5 DBAG Processing
Reset W-4 Exempt List Calculate, Confirm
Info? Determine W-5 Eligibility and Provide
Reset W-5 Exempt List Payroll
Review employee tip records

and status
Calculate and approve tip Review Allocation by Employee
Identify tip gross receipt allocations and create Update company allocated Allocation by Employee Report
Tips information balances report tip balances Employee Receipt Rpt
Update Employee Gross Receipts Calculate/Approve Allocation Update Allocation Balances Review Allctns by
Balance Verification Report Establishment
Allctn by Establishment Report
Review Allocation Status

PeopleSoft Enterprise Calculate, Confirm, and Provide Payroll
using PeopleSoft Payroll for North America
Time and Labor Manage Time Yes

and Labor
Administrator
Review summary of retro

Create mass retro pay request Calculate retro pay and review Review retro pay Reverse retro pay process and pay requests
Need to Review and delete duplicate Recreate retro
Create Payroll and review summary results processing messages Need Yes change status No Pay Summary
create retro Yes pay requests pay?
Information Process Mass Retroactive Pay Calculate Retroactive Pay Retro Pay Messages corrections? Change Retro Request Status Pay All Calculated (rpt)
pay? Delete Retro Pay Requests
Retro Pay Request Summary Update Retro Pay Calc Results Retro Pay Calculations Retro Pay Interest Limit Rpt
No
Load retro pay data to
Create Retroactive (Retro) Payroll
No paysheets
Add Results to Paysheets
Receive Payment Requests
Validate variable
Receive request for Payment on a Variable
compensation award data
Compensation Award
Validate Variable Comp
EIP (AM):VAR_COMP_PAYMENT_REQUEST
Awards (NA) Create Paysheets
Receive request for payment of employee referral Print paysheet earnings

program awards and acknowledge receipt Create final check paysheets distribution
Print Earnings
EIPs (AM):PAYMENT_ERECRUIT_REQUEST; Create Final Check Paysheet Print Paysheet Earnings Dist
Create paysheets by pay Yes Distribution
PAYMENT_ERECRUIT_ACKNOWLEDGE Create Final Cheque Paysheet Print Paysheet Earnings Dist
calendar (CAN) (CAN)
Create Paysheets
Review Pay Calendars Apply payment request information
Create Paysheets (CAN) Load Paysheet Transactions Print paysheets
Receive request for payment of employee Perform pre sheet audit
Review Pay Calendars Paysheet Transactions Report Need Print Paysheets
expense advances and reimbursements and Presheet Audit Report Decide Adjust Paysheets
On-Cycle (CAN) Create Contract Additional Pay final check No Print Paysheets
acknowledge Presheet Audit Report if need to...
Load Paysheet Transactions (CAN) paysheets? (CAN)
EIPs (AM): PAYMENT_EXPENSES_REQUEST (CAN)
Paysheet Transactions Report (CAN)
PAYMENT_EXPENSES_ACKNOWLEDGE
Record hours and amounts Create Contract Additional Pay (CAN)
Review and update payline earnings
from Rapid Entry Review and update or By Payline Security
Create Rapid Entry Paysheets override paysheets By Payline Earnings
Receive sales commission information for Create Rapid Entry Paysheets Note: Final check paysheets, either on-cycle or off-cycle, Review and update Request process to
By Paysheet By Payline Earnings Security
payout (CAN) can only be created for existing final check requests. payline by employee Need unsheet
Adjust Paysheets By Add Balance Page By Paysheet Earns Short Form Yes
EIP By Payline to unsheet? Pay Unsheet
By Paysheet (CAN) By Payline Security (CAN)
By Payline (CAN) Pay Unsheet (CAN)
By Add Balance Page By Payline Earnings (CAN)
(CAN) By Payline Earnings Security (CAN)
Advise Variable Compensation of awards By Paysheet Earns Short Form (CAN)
that have been accepted or rejected No
EIP (AM):
VAR_COMP_PAYMENT_ACKNOWLEDGE
No
Advise Sales Incentive Management of payout

info that has been accepted or rejected Make adjustments to paysheets
EIP By Paysheet
By Add Balance Page Confirm Pay Review pay calculation or confirmation
By Payline results
By Payline Security Deduction Register
By Payline Earnings Payroll Register
Advise Expenses of info that has been Calculate Pay By Payline Earnings Security Cost Center
accepted or rejected By Paysheet Earns Short Form Other Earnings Register
EIP Yes
By Paysheet (CAN) Deductions in Arrears
By Add Balance Page (CAN) Deductions Not Taken
Review and update actuals Review payroll error messages By Payline (CAN) Bond Purchases
Create on or off-
Perform pre-calculation Review Actuals Distribution Review Payroll Error Messages By Payline Security (CAN) Bond-Federal Reserve
Add new paysheet cycle pay
audit Update Contract Pay Actuals Payroll Error Message Report Correct By Payline Earnings (CAN) Payroll Summary
page and payline calculations
Off-Cycle Precalculation Audit Report Review Actuals Distribution Review Payroll Error Messages calculation By Payline Earnings Security (CAN) Employer Benefit Contributions
By Paysheet Calculate Pay
Precalculation Audit Report (CAN) (CAN) errors? By Paysheet Earns Short Form Perform pre confirmation Garnishment Prorations
By Paysheet (CAN) Calculate Pay Confirm pay Reverse pay confirmation
(CAN) Update Contract Pay Actuals Payroll Error Message Report (CAN) audit Employees Not Processed Report Decide if
(CAN) Ready to Confirm Pay Reverse Pay Confirmation
(CAN) (CAN) Preconfirm Audit Report Yes Canada Payroll Savings File (CAN) need to reverse Yes
confirm Confirm Pay Reverse Pay Confirmation
Preconfirm Audit Report Deduction Register (CAN) pay confirm
(CAN) (CAN)
(CAN) Payroll Register (CAN)
From: "Track Employee Calculate final Cost Center (CAN)
Absences, Leaves and earnings deductions Other Earnings Register (CAN)
Vacations" receive absence No and taxes Deductions in Arrears (CAN)
calculations Calculate Pay Deductions Not Taken (CAN)
Calculate Pay (CAN) Payroll Summary (CAN)
Employer Benefit Contributions (CAN)
Statistics-Non-Educ Institute (CAN)
Overtime Bank (CAN)
Save and Print
Business Payrolls Survey File (CAN)
with Off-Cycle
Statistics-Education Institute (CAN)
Manage Absences Pay Run
Canada Savings Bond Purchases (CAN)
Employees Not Processed Report (CAN)
Create Single Paycheck for Immediate Payment Confirm and print

Confirm View/Print Online Check
Payroll and Print View/Print Online Cheque
Create or update
(CAN)
Administrator paysheets and calculate Review online pay No
Create Online Check calculation results
Retrieve Time Reporter Information Decide
Manually Online Paysheet View/Print Online Check
if need to.. Delete check information
Create Online Cheque View/Print Online Cheque Adjust Paycheck Verify that wages were
Load time reporter payable (CAN) (CAN) View/Print Online Check
Review TL load history Delete overstated
time from Time and Labor Payroll type? Online Paysheet (CAN) View/Print Online Cheque
Review Time and Labor Load Review and reverse original Review Payroll Error Messages Record adjustment Calculate pay for
Load Time and Labor Create (CAN)
Review Time and Labor Load Single Paycheck for check and create off-cycle Employee Pay Payroll Error Message Report Create on paysheet adjustment
Load Time and Labor paysheet's Yes
(CAN) Individual Employee paysheet Overstated Review Payroll Error Messages payback? By Paysheet Calculate Pay
(CAN) method?
Review Paycheck Summary (CAN) By Paysheet (CAN) Calculate Pay (CAN)
Create online check data Decide
Reverse and confirm Review FLSA Pay Data Record adjustment Calculate pay for Payroll Error Message Report
using automated process if employee
Integration: Time and Labor Interface retrieves and reversal Reverse/Adjust Paychecks on paysheet adjustment (CAN)
Create Online Check Reverse pay was under
consolidates payable time information for selected time View/Print Online Check Review Paycheque By Paysheet Calculate Pay
Automatically Online Paysheet and Confirm or over
reporters and sends cross reference numbers back to TL View/Print Online Cheque Summary (CAN) By Paysheet (CAN) Calculate Pay (CAN)
Create Online Cheque stated Confirm pay for
(CAN) Review ROE Insurable Create pay calculations
(CAN) No adjustment
Online Paysheet (CAN) Earnings (CAN) Employee Pay for underpayment
Confirm Pay Reconcile and
Reverse/Adjust Paycheques Understated Calculate Pay
Confirm Pay Distribute Payroll
(CAN) Calculate Pay (CAN)
(CAN) Information
Adjust
Create Manual Checks
Confirm pay for
Add new paysheet Calculate employer Review pay Review reversal Confirm check
manual check Reverse paycheck Review pay
and payline taxes and deductions calculation or Decide if results reversal
Manual Check Confirm Pay Reverse/Adjust Paychecks calculation or
By Paysheet Calculate Pay confirmation need to adjust Reverse Review Paycheck Confirm Pay
Confirm Pay Reverse/Adjust Paycheques confirmation
By Paysheet (CAN) Calculate Pay (CAN) results or reverse Review Paycheque Confirm Pay
(CAN) (CAN) results
(CAN) (CAN)
Create final check

Create Final Check paysheets online Adjust Payroll Balances Adjust employee balances
Online Request Final Check Paycheck
1042 Taxes
Request Final Cheque Junction PrePays
Request final check (CAN) Arrears
Request Request Final Check Create Balance Adjustment Report
Check Request Final Cheque paysheets Check Year-to-Date
(CAN) Create and review Deductions
paysheet and payline Review employee balances Earnings
Create and Distribute Payments PrePays Garnishments
Pay Run Request Final Check Review check register and
Request Final Cheque 1042 Taxes Special Accumulators
Print checks reconciliation reports
Final Method? (CAN) Decide Advise HR Arrears Taxes
Print Checks Check Register Review and
if reprinted Helpdesk of Type of Check Year-to-Date PrePays (CAN)
Printed Check Create Paychecks PDF No Employee Check Info Report verify printed Errors? Yes
checks discrepancy, if adjustment? Deductions Balance Adjustment Report
Print Cheques (CAN) Cheque Register (CAN) checks
needed needed Earnings Employee Balances (CAN)
Create Paycheques PDF Employee Cheque Info Report
Garnishments Arrears (CAN)
Create final check reports and (CAN)
Balances Special Accumulators Cheque Year-To-Date (CAN)
Create paysheet for Calculate earnings review results Yes No Errors
Taxes Deductions (CAN)
final check deductions, taxes, Confirm pay for Final Check Reconcile Report Earnings (CAN)
Employee Earnings Snapshot Rpt
Create Create Final Check and net pay final check Final Check Requests Report Adjust? Special Accumulators (CAN)
Create replacement Print checks Employee Earnings Record Rpt
Paysheet Paysheets Calculate Pay Confirm Pay Final Cheque Reconcile Report Taxes (CAN)
checks Print Checks Distribute PrePays (CAN)
Create Final Cheque Calculate Pay Confirm Pay (CAN) (CAN) Garnishments (CAN)
Reprint Checks Create Paychecks PDF paychecks Arrears (CAN)
Paysheets (CAN) (CAN) Final Cheque Requests Report ROE (CAN)
Reprint Cheques Print Cheques (CAN) Cheque Year-to-Date (CAN)
(CAN)
(CAN) Create Paycheques PDF Deductions (CAN)
Earnings (CAN)
Create check for employee Special Accumulators (CAN)
Decide Taxes (CAN) Delete obsolete
Create Slf Srvc Manual Cheques
method of Manual Print pre-note Garnishments (CAN) Obsolete balances
Create Paycheques PDF Provide pre-notification
payment Check memos ROE (CAN) Balances Delete Balances
Create Slf Srvc Manual Cheques (CAN) Prenotification Report
distribution Prenote Memo Employee Earnings Snapshot Rpt Delete Balances (CAN)
Create Paycheques PDF (CAN)
(CAN)
Employee Earnings Record Rpt
Create direct deposit (CAN)
Format information and advice registers Adjust imputed income
Advice Register Imputed
Create direct deposit file print direct deposit file Calculate Adjustments
Advice Register (CAN) Income
Create Direct Deposit File Print Advice Forms Adjustment Report
Direct Deposit Review
Create Direct Deposit File Create Advice PDF Forms
(CAN) Print Advice Forms (CAN)
Create Advice PDF Forms Review direct deposits
by company Review and adjust
Direct Deposit Register garnishment balances and
Direct Deposit Register Distribute Garnishments create report
(CAN) advice Garnishments
Create EFT file for information Garnishment Prorations
direct deposit of child
support payments
Child Support - EFT
HR
Review payroll supporting
Helpdesk
documentation Yes
Payslip Need to
View Paycheck
Summary inquire?
Employee Direct Deposit No End
Voluntary Deductions Process

PeopleSoft Enterprise Reconcile and Distribute Payroll Information
Review actuals distribution

Provide Information to the General Ledger Review Actuals Distribution
Review Actuals Distribution (CAN) Create accounting lines - actuals Create reconciliation report
Review Actuals Dist Summary Commitment Accounting Actuals Reconciliation Report
Create retro distribution information Review retro distribution Update retro distribution
Create actuals distribution Review Actuals Dist Summary (CAN) (NA) Reconciliation Report (CAN)
Actuals Process Direct Retro Dist information information
Distribute Actuals Update or review
Dist Yes Process Direct Retro Dist (CAN) Review Retro Distribution Update Actuals Distribution
Distribute Actuals (CAN) distribution?
Review Retro Distribution Msgs Review Retro Distribution Update Actuals Distribution
Review Distribution Msgs (CAN) (CAN) (CAN) Review suspense account
Prepare distribution information Create accounting lines - Print fiscal year budget definitions
Provide Payroll Information information
Prepare Distribution Predistribution Audit Report encumbrances and amounts
to the General Ledger Create? Review Suspense ComboCode Dist Create?
Information Predistribution Audit Report Encumbrances (NA) Fiscal Year Budget Report (NA)
(Commitment Accounting) Review.? Review Suspense ComboCode Dist
(CAN) Adjust previously Encumbrance Message (NA) Fiscal Year Budget Report (CAN)
(CAN)
distributed pay? Create retro distribution report
Create actuals distribution with Retro Distribution Audit Rpt
time and labor Retro Distribution Audit Rpt Create report for Send payroll accounting transactions to the
Actuals Report budget definitions and
Distribute Actuals/Extract TL (CAN) Review budget actuals earnings, deductions, PeopleSoft General Ledger
Dist with TL amounts
Distribute Actuals/Extract TL Review Budget Actuals (NA) and tax distributions EIPs (AM) :
(CAN) Load Gross/Fringe Data
Review Budget Actuals (CAN) Gross and Fringe PAYROLL_ACCTG_TRANSACTION;
PAYROLL_DEDUCTION_REQUESTM;
No PAYROLL_DISBURSEMENT
Prepare Information for the General Ledger
Create payroll accounting

transactions for non-commitment
Non- Commit accounting
to NA Non-Commit Accounting Info (NA)
Non-Commit Reset Processing (NA)
Payroll Error Messages
Create pay types Create and review GL
Send payroll accounting transactions to
Pay Types Pay Type distribution summary
the PeopleSoft General Ledger
Pay Type CAN GL Distribution Summary Create GL interface reports
EIPs (AM) :
Review Payroll Distribution HR Accounting Line (NA)
PAYROLL_ACCTG_TRANSACTION;
Prepare Payroll Create cost center information GL Distribution Summary CAN Populate Chartkey Values
Decide PAYROLL_DEDUCTION_REQUESTM;
Information for the GL - Cost Center Cost Center Review Payroll Distribution
type... PAYROLL_DISBURSEMENT
Non-Commit Acct Cost Center CAN (CAN)
Create payroll transactions for non-

Non-Commit for SAP commitment accounting for SAP
Non-Commit Rev/Repost for SAP

Non-Commit for GL commitment accounting for GL
Non-Commit Posting for GL
Provide Voucher, Tax and Deduction Information to Accounts Payable

Review vendor listing
Vendor
AP Vendor Listing
Extract Canadian tax
Calculate, Confirm Canadian
information
and Provide Taxes
Extract Canadian Taxes (CAN)
Payroll Create AP Extract Audit report
Extract non-tax deductions Audit
Non-Tax AP Extract Audit Report
Extract Non-Tax Deductions
Deductions
(NA)
Prepare payroll distribution

Extract U.S. Federal tax Review payroll distribution to AP
Provide Payroll data for AP extract Review and update proposed
Create/ Federal information Send vouchers to AP Review Payroll Distribution
Info to Accounts Distribute Payroll Data for AP Extract? Review? By Vendor payments by voucher
Provide? Tax Extract U.S. Federal Taxes Send Vouchers to AP Review Payroll Distribution
Payable Distribute Payroll Data for AP Review AP Extract-Headers
(NA) (CAN)
Payroll (CAN)
Administrator Extract U.S. Local tax
Local Tax information
Extract U.S. Local Taxes (NA)
Review and update proposed
By Voucher payments by vendor
Extract U.S. State tax
State Review AP Extract-Lines
information Send tax, garnishment, and voluntary
Tax
Extract U.S. State Taxes (NA) deduction withholding information to
PeopleSoft Payables for payment
EIP (AM): VOUCHER_BUILD
Provide Payroll Completion Information

Create sales incentive notification
Sales Incentive
Notify SIM of Payments
Export the Time and Labor costs from Payroll for North
Time and Extract time and labor costs
America into Time and Labor
Labor Costs Extract Time and Labor Costs
Integration (AE): Extract Time and Labor Costs
Decide Create Variable Comp Award Send a verification of payment to Variable

Payroll Completion Variable Comp Compensation
what is payment notification
Information Payment Notification EIP (AM):
needed Notify Var Comp of Payments Send a verification of payment to
PeopleSoft Sales Incentive
Management
EIP
Create recruiting referral program Send a verification of payment to eRecruit
Recruiting Payment
award payment notification EIP (AM):
Notification
Notify Recruiting of Payments PAYMENT_ERECRUIT_ISSUED
Create payment notification to Send a verification of payment to

Payment Verification Run GL Interface to identify expenses PeopleSoft Expenses
for Expenses expense accounts Notify Expenses of Payments EIP (AM):
(NA) PAYMENT_EXPENSES_ISSUE
Provide Payroll Information to Statistics Canada
Provide Payroll
Identify participating Create business activities Define Business Payroll Create BPS summary report
Information to BPS Summary and File Created
companies and contacts defined by Statistics Survey (BPS) and EDR file for transmission
Statistics Canada
Business Information Canada Reporting Unit Table Business Payrolls Survey File
(CAN) Activity Table (CAN) (CAN) (CAN)
Create and Distribute Payroll Savings Deductions - Canada
Create and Distribute Create Canada Payroll Savings Specify parameters for
Payroll Savings Create CPS file for transmission to CPS File Created End
(CPS) organization ID EDR file transmission
Deductions - Canada Bank of Canada
Canada Payroll Savings Org ID Canada Payroll Savings
Canada Payroll Savings File (CAN)
CAN Table CAN Reconcile Check Records with Bank Records
Create Payroll
Reconcile payroll checks with bank Create match exception Review results of check reprint Regulatory and
Create check
records report process Tax Reporting
reconciliation
Reconcile Check Request Reconciliation Reconciliation Report Review Dead Checks Information
report
Information with Request Reconciliation (CAN) Reconciliation Report (CAN) Review Dead Cheques (CAN)
Bank Records
Time and Labor Manage Time and Create grants report on certified
Administrator Labor time and effort for selected pay run
Time/Effort Certification Rpt

PeopleSoft Enterprise Create Payroll Regulatory Reporting and Tax Information
Create pay period tax reporting

information for USA Create tax reports - USF
Tax Summary-Federal Federal Liability by State
Tax Summary-State Local Tax Deposit
Pay Period Reports Federal Liability by State Tax Deposit Summary
USA Reconciliation-Ohio Local Tax Summary-PA EMST
Local Tax Deposit Tax Balance Audit
Tax Deposit Summary Reconciliation-Ohio Local
Tax Summary-PA EMST
Form 1042 Audit Report
Create pay period tax reports CAN

Pay Period Reports
Tax Submission Summary
CAN
Health Insurance Premium
Create periodic payment

Periodic Payment Reports
reports CAN
CAN
Workers Comp Assessments
Create quarterly tax reporting
information USA
Tax Reporting Parameters
MMREF Parameters
Tax Balance Audit
Create Magnetic Media AK-ID
Quarterly Tax Create Magnetic Media IL-NC Create year end forms and W-2
Reporting Information Create Magnetic Media ND-SC adjustments
USA Create Magnetic Media SD-WY Review/Update Year End Data
Employee Count Review Year End Data Combined
Multiple Worksite W-2/W-2PR Summary Prior 2001
State Tax Summary View W-2/W-2c Forms
State Wage Listing Report Create W-2c US/Territories Create year end tax reports
State Unemployment Tax Create W-2cPR Puerto Rico Error Listing
Federal Tax Summary Create W-2c Prior 2001 Update Year End Reporting Info
W-2c Audit US/Territories Load Year End Data
W-2cPR Audit Puerto Rico Year End Record Error
Print W-2c US/Territories Year End Data Audit
Print W-2c Puerto Rico Print Year End Forms
Print Forms Prior 2001 Local W-2 Tax Totals Report
W-2c Data Audit Prior 2001 State W-2 Tax Totals Report
W-2c Audit US (MMREF) Create W-2 PDF Forms
Puerto Rico Audit (MMREF) Create W-2c PDF Forms
Create W-2c US (MMREF) W-3/W-3SS Transmittal Report
Adjustment closed pay period W-3PR Transmittal Totals Rpt
Open/Close Pay Calendar 6559 Transmitter Totals Rpt
Create Federal File (MMREF)
Create State File (MMREF)
Manage employee consent Create Local File (MMREF)
Create W-2 reporting information
Year End Tax information Create Philadelphia (MMREF)
Reporting Information Review W-2/W-2c Consent Status Decide action? Create W-2PR Diskette-SSA
Update tax reporting forms and Create W-2PR Fed Tape File Federal Audit (MMREF)
USA Reset W-2 Consent Status Junction
definitions Create W-2PR Print File State Audit (MMREF)
Year-End Consent Status Report Tax Form Definitions Local Audit (MMREF)
Create? State W-2PR Tape Audit Report
Tax Form Print Parameters W-2PR Data Audit Report Philadelphia Audit (MMREF)
Payroll Reconcile and Tax Reporting Parameters W-2PR Data Record Load 2001 YE Conversion
Distribute Payroll Need to create? W-2 Company Data Create Puerto Rico (MMREF)
Administrator Information
W-2PR Record Error Report
MMREF Parameters Error Listing
Tax Form Definition
Tax Form Print Parameters
Year End Form Text
Tax Form XMLP Options Create 1099R reporting information
Year End Form Options Form 1099-R Audit Report
Create 1099-R
Form 1096 Report
Create 1042 reporting information
Form 1042 Data Summary
Define 1042-S Parameters
Create 1042-S
Create FUTA reconciliation
FUTA Wage Reconciliation Rpt
Create T4 reporting information
Create T4/T4A Mag Media File
Audit, correct, and load employee T4 Reporting Print T4 Slips
Apply Year End Apply year end adjustments to data and balances CAN Information T4/T4A Mag Media Audit
Adjustments to closed pay period Year-to-Date Edits T4 Summary/Segment Rpt
Closed Pay Period Open/Close Pay Calendar (CAN) Year-End Personal Data Audit Create T4 PDF Slips
Load Year-End Slips
Load Selective Year-End Slips
Create T4A reporting information
Year-End Errors
Update tax reporting forms and Create T4/T4A Mag Media File
T4,T4A,RL-1,RL-2 Audit T4A Reporting
definitions CAN Print T4A Slips
Review/Update Slip Information Create? Information
Tax Form Definitions T4/T4A Mag Media Audit ASCII
Default Tax Data Report Amend, cancel and reissue year-
Tax Reporting Parameters T4A Summary/Segment Rpt
Exemption Report No end slips
T4,T4A Mag Media Parameters Create T4A PDF Slips
Review T4/T4A Consent Status Amend/Cancel Year-End Slips
Year End Tax RL Mag Media Parameters Reset T4/T4A Consent Status Calculate
Decide if Update Tax Reporting Amend/Cancel Slip Audit
Reporting Information T4 Reporting Definitions Year-End Consent Status Report pension
need to... Forms and Definitions Create RL-1 reporting information Amend/Cancel YE Slip Summary
CAN RL Slip Numbers adjustment?
Create RL-1 Mag Media File Delete Void Year-End Slips
Tax Form Definitions (rpt) RL-1 Reporting
Tax Form Footnotes (rpt) Update and verify slip information Print RL-1 Slips
Yes Information
Year End Form Text CAN RL-1 Magnetic Media Audit
Tax Form XMLP Options Year-to-Date Edits RL-1 Summary Report
Calculate and report pension
Year End Form Options Year-End Personal Data Audit
adjustment CAN
Load Year-End Slips
Calculate Pension Adjustment
Load Selective Year-End Slips Create RL-2 reporting information
Create annual tax reports Year-End Error (rpt) Create RL-2 Mag Media File
T4/T4A/RL-1/RL-2 Audit RL-2 Reporting
Employer Contribution to CNT Print RL-2 Slips
Create Annual Information
El Rebate Create T4 PDF Slips RL-2 Magnetic Media Audit
Tax Reports
NW Territories Payroll Tax Create T4A PDF Slips RL-2 Summary Report
Nunavut Payroll Tax View T4,T4A Slips
Create ROEs automatically

Automatically
Create Mass ROE Data (CAN) Review ROE insurable
Review or update ROE Review and resolve ROE
Create Record of Employment (ROE) Decide how to earnings and hours Print ROE information on form Create ROE data record summary
details exceptions
Canada create? Review ROE Insurable Print ROEs (CAN) ROE Summary Report (CAN)
Update ROE Data (CAN) ROE Exceptions Report (CAN)
Earnings (CAN)
Create ROEs manually
Manually
Update ROE Data (CAN)
Request duplicate W-2

W-2 Reissue Request
View electronic T4/
Employee T4A slips or W-2/W-2c
forms
View T4/T4A Slips
View W-2/W-2c Forms
Human Measure
Resource Deployment
PeopleSoft Enterprise Create Employee US Federal Payroll Information
Human Maintain
Manage
Resource Employee
Absences
Specialist Data
Request W-2 reissued

W-2 Reissue Request
Create or update direct deposit information

Direct Deposit
Employee Send employee direct deposit information to

PeopleSoft Expenses
Add or update your voluntary deductions
EIP (AM):
Voluntary Deductions
DIRECT_DEPOSIT_FULLSYNC;
DIRECT_DEPOSIT_SYNC
Update tax withholding information

W-4 Tax Information
Send employee direct deposit

Create employee deductions USF information to PeopleSoft
Create Garnishments Expenses
Review U.S Savings Bonds EIP (AM):
Override Benefits Deductions DIRECT_DEPOSIT_FULLSYNC;
Create General Deduction DIRECT_DEPOSIT_SYNC
Override General Deductions
Purchase U.S. Saving Bonds
Request Direct Deposit
Update payroll options and/
or create additional pay USF
Record tax data and create reports Update Payroll Options
USF Create Additional Pay
Info? Default Tax Data Report
Employee Tax Information Rpt
W-4 Exemptions Report
W-4 IRS Report Calculate, Confirm
Initiate mass employee updates and Provide US
Payroll W-4 Audit Report
of tax data Federal Payroll
Update Employee Tax Data
Administrator Create Mass Tax Data Updates
Update Tax Distribution
Update Two-Tier Suppl Data
W-4/W-5 DBAG Processing
Reset W-4 Exempt List
Determine W-5 Eligibility
Reset W-5 Exempt List
Employee SSN Verification
W-4 Print - Self Service
Apply unscheduled payments
Payments USF
Military Service Deposit
Create military service deposit
Identify Military Service Submit Military
reports USF
Military Deposits Account detail and Need to Deposit Report to
Military Deposit OPM-1514 Rpt
USF deductions USF apply? Calculate interest, review OPM USF
Military Deposit Closed Accts
Military Service Deposit balance and create IRR for
Interest accounts with zero balance
USF See "Maintain Personnel Records" to
Calc Military Service Interest adjust service date for retirement

PeopleSoft Enterprise Calculate, Confirm, and Provide US Federal Payroll
Time and Labor Manage Time

and Labor
Administrator
Yes
Need to
Create NA Payroll
create retro
Information
pay? Create Retroactive (Retro) Payroll
Yes Review retro pay Review summary of retro pay
Create mass retro pay request Calculate retro pay and review
No Review and delete processing messages requests
and review summary results Reverse retro pay process and
duplicate pay requests Retro Pay Messages Need Recreate Retro Pay Calc Summary
Process Mass Retro Pay (NA) Calculate Retroactive Pay (NA) Yes change status No
Delete Retro Pay (NA) corrections? retro pay? (NA)
Retro Pay Request Summary Update Retro Pay Calc Results Change Retro Request Status (NA)
Requests (NA) Retro Pay Calculations Pay All Calculated (rpt)(NA)
(NA) (NA)
(NA) Retro Pay Terminations
Receive Payment Requests Load retro pay data to paysheets
No Load Retro Pay to Paysheets
(NA)
Validate variable
Receive request for Payment on a Variable
compensation award data
Compensation Award
Validate Variable Comp
EIP (AM):VAR_COMP_PAYMENT_REQUEST
Awards (GBL)
Receive request for payment of employee referral

Create Paysheets
program awards and acknowledge receipt Print paysheet earnings
Create final check paysheets Print Earnings
EIPs (AM):PAYMENT_ERECRUIT_REQUEST; distribution USF
Yes USF Distribution
PAYMENT_ERECRUIT_ACKNOWLEDGE Print Paysheet Earnings Dist
Create Final Check Paysheets
Create paysheets by pay
calendar USF
Create Paysheets Print paysheets
Receive request for payment of employee Review Pay Calendars Apply payment request USF
Perform pre sheet audit Need Adjust Paysheets Print Paysheets
expense advances and reimbursements and information USF Decide
On-Cycle USF final check No
acknowledge Load Paysheet Transactions if need to...
Presheet Audit Report paysheets?
EIPs (AM): PAYMENT_EXPENSES_REQUEST Record hours and amounts Paysheet Transactions Report Review and update payline
PAYMENT_EXPENSES_ACKNOWLEDGE from Rapid Entry USF Review and update or Review and update earnings USF
Request process to
Create Rapid Entry Paysheets override paysheets USF payline by employee By Payline Security Need
Adjust Paysheets Yes unsheet USF
By Paysheet USF By Payline Earnings to unsheet?
Pay Unsheet
By Add Balance Page By Payline By Payline Earnings Security
Receive sales commission information for Note: Final check paysheets, either on-cycle or off-cycle, By Paysheet Earns Short Form
payout can only be created for existing final check requests.
EIP No
Advise Variable Compensation of awards

that have been accepted or rejected
EIP (AM): No
Review pay calculation or

confirmation results USF
Make adjustments to paysheets Employed Retired Annuitant
Advise Sales Incentive Management of payout
USF Temp Employees Buying FEHB
info that has been accepted or rejected
Calculate Pay By Paysheet Semi-Annual Headcount
EIP Confirm Pay
By Add Balance Page Bond Purchase
By Payline Bond-Federal Reserve
By Payline Security Leave Accruals
By Payline Earnings Deduction Register
Yes Perform pre confirmation Confirm pay Decide if Reverse pay confirmation
Advise Expenses of info that has been By Payline Earnings Security Ready to Payroll Register
Add new paysheet Create on or off- Review payroll error messages audit USF Yes USF need to reverse Yes USF
accepted or rejected Perform pre-calculation Review and update actuals Correct By Paysheet Earns Short Form confirm Cost Center
page and payline cycle pay USF Preconfirm Audit Report Confirm Pay pay confirm Reverse Pay Confirmation
EIP Off-Cycle audit USF USF calculation Other Earnings Register
USF calculations USF Review Payroll Error Messages Deductions in Arrears
Precalculation Audit Report Review Actuals Distribution errors?
By Paysheet Calculate Pay Payroll Error Message Report No Deductions Not Taken
Calculate final earnings Payroll Summary
deductions and taxes USF Employer Benefit Contributions
Calculate Pay Garnishment Prorations
Leave Audit SF1150 Report
Employees Not Processed Report
From: "Track Employee Update WGI/Tenure Status
Save and Print
Absences, Leaves and Manage with Off-Cycle
Payroll Vacations" receive absence Absences Pay Run No
Administrator calculations
Create Single Paycheck for Immediate Payment Confirm Confirm and print USF
and Print View/Print Online Check
Adjust Paycheck
Verify that wages were
Create or update Record adjustment Calculate pay for
Retrieve Time Reporter Information Employee Pay overstated USF Create
paysheets and calculate Review online pay Review and reverse original Yes on paysheet USF adjustment USF
Decide Overstated Review Payroll Error Messages payback?
Manually USF calculation results USF check and create off-cycle By Paysheet Calculate Pay
if need to... Delete check information Decide Payroll Error Message Report
Load time reporter payable Create Online Check View/Print Online Check paysheet USF
Online Paysheet Delete USF Record adjustment Calculate pay for if employee
time from Time and Labor Review TL load history USF Review Paycheck Summary
Create View/Print Online Check on paysheet USF adjustment USF pay was under
USF Review Time and Labor Load Single Paycheck for Review ROE Insurable
Payroll paysheet's By Paysheet Calculate Pay or over
Load Time and Labor Individual Employee Earnings
type? method? stated Create pay calculations No Confirm pay for Reconcile and
Adjust/Reverse Paycheck Employee Pay
Create online check data Review FLSA Pay Data for underpayment USF adjustment USF Distribute NA
Reverse and confirm Understated
using automated process Reverse Calculate Pay Confirm Pay Payroll Information
Integration: Time and Labor Interface retrieves and reversal USF
Automatically USF and Confirm
consolidates payable time information for selected time View/Print Online Check Adjust
Create Online Check
reporters and sends cross reference numbers back to TL
Online Paysheet
Decide if Review pay
Review reversal results USF Confirm check
need to adjust Reverse Reverse paycheck USF calculation or
Review Paycheck reversal USF
or reverse Adjust/Reverse Paycheck confirmation
Review Pay Limits Confirm Pay
results
Create Manual Checks
Calculate employer Confirm pay for Review pay

Add new paysheet Junction
taxes and deductions manual check calculation or Paycheck
Manual Check and payline USF
By Paysheet
USF USF confirmation Adjust Payroll Balances
Calculate Pay Confirm Pay results
Review employee balances USF

Create and Distribute Payments 1042 Taxes
Arrears
Check Year-to-Date
Decide Review check register and Advise HR
Print checks USF Review and Deductions
if reprinted reconciliation reports USF Helpdesk of Type of
Printed Check Print Checks No verify printed Errors? Yes Balances Earnings
checks Check Register discrepancy, if adjustment?
Create Paychecks PDF checks Garnishments
needed Employee Check Info Report needed
Create Final Check Create final check Special Accumulators
Online paysheets online USF Taxes
Request Final Check Employee Earnings Snapshot Adjust employee balances
Request Request final check USF Create Yes Employee Earnings Record Rpt USF
Check Request Final Check paysheets No Errors 1042 Taxes
Create and review Accruals
paysheet and payline Create replacement Print checks USF Arrears
Pay Run checks USF Print Checks Distribute Employee Balance Adjustment Report
USF
Reprint Checks Create Paychecks PDF paychecks Balances Check Year-to-Date
Request Final Check
Deductions
Earnings
Final Method?
Decide Garnishments
Manual Write out check
method of Special Accumulators
Check for employee
payment Adjust? Taxes
Create paysheet for Calculate earnings Create final check reports and
Confirm pay for distribution
Create final check USF deductions, taxes, review results USF Provide pre-notification Print pre-note
final check USF
Paysheet Create Final Check and net pay USF Final Check Reconcile Report USF memos USF
Confirm Pay Delete obsolete
Paysheets Calculate Pay Final Check Requests Report Prenotification Report Prenote Memo Obsolete
balances USF
Balances
Delete Balances
Format information and

Create direct deposit file Create direct deposit
print direct deposit file USF
Direct Deposit USF Review advice registers USF Adjust imputed income
Print Advice Forms Imputed
Create Direct Deposit File Advice Register Calculate Adjustments
Create Advice PDF Forms Income
Adjustment Report
Distribute
Review direct deposits advice
by company USF information
Direct Deposit Register
HR
Review payroll supporting
Helpdesk
documentation USF Yes
Employee Payslip View Paycheck
Need to
Summary inquire? No
Direct Deposit End
Voluntary Deductions Process
PeopleSoft Enterprise Reconcile and Distribute US Federal Payroll Information
Provide Information to the General Ledger

Review actuals distribution Create accounting lines - actuals
Create reconciliation report
Review Actuals Distribution (USF) Commitment Accounting Actuals
Reconciliation Report
(NA)
Create retro distribution information Review retro distribution
Create retro distribution report
Yes Process Direct Retro Dist information
Actuals Create actuals distribution Retro Distribution Audit Rpt
Review Retro Distribution Msgs Review Retro Distribution
Dist Distribute Actuals (USF) Create accounting lines -
Print fiscal year budget definitions
Provide Payroll encumbrances
Review suspense account Create? and amounts
Information Encumbrances (NA)
Review.? information Fiscal Year Budget Report (USF)
to the General Prepare distribution information Adjust previously Encumbrance Message (NA)
Create? Review Suspense Acct Distrib
Ledger Predistribution Audit Rpt distributed pay?
(Commitment
Accounting) Create actuals distribution with Create report for Send payroll accounting transactions to the
Actuals Report budget definitions and
time and labor earnings, deductions, PeopleSoft General Ledger
Dist with TL amounts
Distribute Actuals/Extract TL and tax distributions EIPs (AM) :
Review budget actuals Load Gross/Fringe Data
Review Budget Actuals (USF) Gross and Fringe PAYROLL_ACCTG_TRANSACTION;
PAYROLL_DEDUCTION_REQUESTM;
No PAYROLL_DISBURSEMENT
Prepare Information for the General Ledger
Create payroll accounting

transactions for non-commitment
Non- Commit accounting
to NA Non-Commit Accounting Info (NA)
Non-Commit Reset Processing (NA)
Payroll Error Messages
Create pay types Send payroll accounting transactions to
Pay Types the PeopleSoft General Ledger
Pay Type to GL (USF) Create GL interface reports
EIPs (AM) :
HR Accounting Line (NA)
PAYROLL_ACCTG_TRANSACTION;
Prepare Payroll Chartkey Values
Decide Create cost center information PAYROLL_DEDUCTION_REQUESTM;
Information for the GL - Cost Center PAYROLL_DISBURSEMENT
type... Cost Center to GL (USF)
Non-Commit Acct
Non-Commit for SAP commitment accounting for SAP
Non-Commit Posting for SAP
Non-Commit Rev/Repost for SAP
Create payroll transactions for non- Provide Information to the OPM
Non-Commit for E1 commitment accounting forE1 Review the pay limit and the
Non-Commit Posting for E1 amount of reduced pay after
Pay Limits
payroll is run for the pay period
Review Pay Limits (USF)
Review retired employees who
Returning have returned to federal service
Retirees Employed Retired Annuitant
Provide Voucher, Tax and Deduction Information to Accounts Payable (USF)
Review vendor listing
Vendor Create a snapshot of agency-wide
AP Vendor Listing
Extract Canadian tax Decide Federal Benefit enrollment in FEHB, FEGLI, and
Calculate, Confirm Canadian
information OPM if need to Recipient retirement programs and provide
and Provide Taxes
Extract Canadian Taxes (CAN) provide ... Headcount to the OPM
Payroll Extract non-tax deductions Create AP Extract Audit report
Audit Semi-Annual Headcount
Extract Non-Tax Deductions AP Extract Audit Report
Non-Tax Create a listing of temporary
(NA)
Deductions employees who are participating
Extract CA Non-Tax Deductions Temporary
(NA) in the federal employees health
Employees
Extract U.S. Federal tax program
Provide Payroll Review and update proposed Temp Employees Buying FEHB
Create/ Federal information Send vouchers to AP
Info to Accounts Extract? Review? By Vendor payments by voucher
Provide? Tax Extract U.S. Federal Taxes Send Vouchers to AP
Payable Review AP Extract-Headers
(NA)
Provide deduction
Create the deduction distribution
Extract U.S. Local tax distribution Information for
Payroll output
Local Tax information Deduction FEHB, FEGLI, Retirement
files, SF- 2812 and
Administrator Extract U.S. Local Taxes (NA) Distribution
SF-2812A
Plans, and Creditable
Review and update proposed Service Purchases to the
RITS Interface
By Voucher payments by vendor OPM
Extract U.S. State tax
State Review AP Extract-Lines
information Send tax, garnishment, and voluntary
Tax
Extract U.S. State Taxes (NA) deduction withholding information to Note: The RITS interface is processed after each confirmed on-cycle payroll.
PeopleSoft Payables for payment
EIP (AM): VOUCHER_BUILD
Provide Savings Plan
Decide Create the TSP transaction file,
type of Interface Information to the Thrift Board Review high-level breakdown Provide output
Provide Information to U.S. Federal Agencies distribute deductions according
processing of the information contained file and voucher
Scheduled to TSP Board options, and
needed in a TSP Voucher file information to the
create the voucher (TSP-2)
Identify TSP Voucher Info Thrift Board
Identify header TSP Interface
Provide Payroll Completion Information
information for Decide
Create sales incentive notification TSP Voucher file type of voucher
Sales Incentive Thrift Board Identify TSP processing
Notify SIM of Payments
Voucher Info Identify high-level
breakdown of the Identify and
Extract time and labor costs information in a TSP reprint the TSP
Export the Time and Labor costs from Payroll for North Unscheduled
Time and Extract Time and Labor Costs Voucher file voucher
America into Time and Labor Identify TSP Voucher TSP Interface
Labor Costs Extract Time and Labor Costs
Integration (AE): Extract Time and Labor Costs Note: The scheduled processing of Info
(USF)
the TSP interface takes place after
each confirmed on-cycle payroll.
Send a verification of payment to Variable
Decide Create Variable Comp Award
Payroll Completion Variable Comp Compensation
what is payment notification
Information Payment Notification EIP (AM):
needed Notify Var Comp of Payments Send a verification of payment to
VAR_COMP_PAYMENT_ACKNOWLEDGE Note: A separate ECS schedule must be reserved for each payment
PeopleSoft Sales Incentive Provide Payment Information to the U.S. Treasury method (check, EFT, VENMIS) before processing the Treasury
Management Interface.
EIP
Create recruiting referral program Send a verification of payment to eRecruit
Recruiting Payment
award payment notification EIP (AM): Identify pay cycle and off-cycle net
Notification Identify ECS schedule Identify ECS schedule remarks,
Notify Recruiting of Payments PAYMENT_ERECRUIT_ISSUED options; schedule information for Provide payment Identify ECS control
number type, description, accounting information, and reel
On checks, EFTs, VENMIS, and bonds; information to the information and Provide ECS
and on-cycle pay option to numbers; review transmission
Cycle Payroll and create the output files, ECS U.S.Treasury and create the ECS information to U.S.
reserve summary summary; and extract control
Create payment notification to Send a verification of payment to transmission summary and extract receive reel number output file Treasury
schedules information
Payment Verification Run GL Interface to identify expenses PeopleSoft Expenses control information information in return ECS Interface
Identify ECS Controls ECS Interface
for Expenses expense accounts Notify Expenses of Payments EIP (AM): Treasury/FRB Bond Interface
(NA) PAYMENT_EXPENSES_ISSUE
Identify ECS schedule number and

Identify ECS schedule Identify ECS control
type, review ECS schedule
Decide if number type, information and Provide net pay
U.S. Off information and eligible payments,
need to description, and off- create the ECS information to the
Treasury Cycle Payroll and identify payments to include in
provide ... cycle pay option output file U.S. Treasury
schedule
Identify ECS Controls ECS Interface
Process ECS Off Cycle
Review all bonds

Create magnetic media listing all
purchased since the last
Bond Purchases bonds purchased since last run
program run
Bond-Federal Reserve
Bond Purchase
Reconcile Check Records with Bank Records
Create Payroll
Reconcile payroll checks with bank Regulatory and
Create match exception Create check Review results of check reprint
records Tax Reporting
report reconciliation process
Request Reconciliation Information
Reconcile Check Reconciliation Report report Review Dead Checks
Reconciliation-Ohio Local (USF)
Information with
Bank Records
Time and Labor Create grants report on certified

Manage Time and
time and effort for selected pay run
Administrator Labor
Time/Effort Certification Rpt

PeopleSoft Enterprise Create US Federal Payroll Regulatory Reporting and Tax Information
Create pay period tax reporting

information for USA
Tax Summary-Federal
Tax Summary-State
Pay Period Reports Federal Liability by State
USA Reconciliation-Ohio Local
Create quarterly tax reporting
Local Tax Deposit
information USA
Tax Deposit Summary
Define Tax Reporting Parms
Tax Summary-PA Opt
Tax Balance Audit
Form 1042 Audit
Create Magnetic Media AK-ID Create year end forms and W-2
Create Magnetic Media IL-NC adjustments
Quarterly Tax Create Magnetic Media ND-SC Review/Update Year End Forms
Reporting Information Create Magnetic Media SD-WY Review Year End Forms Combined
USA Employee Count W-2/W-2PR Summary Prior 2001
Multiple Worksite Create W-2c US/Territories
State Tax Summary Create W-2c Puerto Rico Create year end tax reports
State Wage Listing Create W-2c Prior 2001 Error Listing Report
State Unemployment Tax W-2c Audit Rpt US/Territories Update Year End Reporting Info
Create Georgia Wage Diskette W-2c Audit Report Puerto Rico Load Year End Data
Federal Tax Summary Report Print W-2c US/Territories Year End Record Error Report
Print W-2c Puerto Rico Year End Data Audit Report
Print Forms Prior 2001 Print Year End Forms
W-2c Data Audit Rpt Prior 2001 Local W-2 Tax Totals Report
W-2c Audit US (MMREF) State W-2 Tax Totals Report
Puerto Rico Audit (MMREF) W-3/W-3SS Transmittal Reports
Adjustment closed pay period Create W-2c US (MMREF) W-3PR Transmittal Totals Rpt
Open/Close Pay Calendar 6559 Transmitter Totals Rpt
Payroll Create Federal File (MMREF)
Administrator Create State File (MMREF)
Create WV File
Create W-2 reporting information Provide Employee
Create Philadelphia (MMREF)
Year End Tax Create W-2PR Diskette-SSA Individual
Federal Audit (MMREF)
Reporting Information Decide action? Create W-2PR Fed Tape File Retirement
State Audit Report (MMREF)
USA Update tax reporting forms and Create W-2PR Print File Information to
WV Audit Report
definitions Create? State W-2PR Tape Audit Report OPM
Philadelphia Audit (MMREF)
Tax Form Definitions W-2PR Data Audit Report
Reconcile and 2001 YE Conversion
Tax Form Print Parameters W-2PR Data Record Load
Distribute Payroll Need to create? Create Puerto Rico (MMREF)
Tax Reporting Parameters W-2PR Record Error Report
Information Error Listing
W-2 Company Data
MMREF Parameters
Tax Form Definition Report
Tax Form Print Parameters Rpt Create 1099R reporting information
Form 1099R Audit Report
Create 1099-R
Form 1096 Report Create 1042 reporting information
Form 1042-S Print and Mag File
Form 1042 Data Summary
Define 1042-S Parameters
Create 1042-S
Create tax reports - USF Create FUTA reconciliation

Federal Liability by State FUTA Wage Reconciliation Rpt
Local Tax Deposit
Tax Reports USF
Tax Deposit Summary
Tax Summary-PA Opt
Tax Balance Audit
Request duplicate W-2

Employee W-2 Reissue Request

PeopleSoft Enterprise Provide Employee Individual Retirement Information to OPM
Human Create an IRR worksheet

See "Track Employee Personal
Review and verify Information, Job Changes and
Resource report for the separated
IRR information for
Decide
Personnel Actions", to
Measure
employee(s) based on the if updates are Yes Deployment
Specialist selected retirement form
separated
needed
complete a PAR in order to Effectiveness
employees modify information that affects
Create IRR Worksheet-Sep
the IRR
No
Review or Update Employee IRR Create Register of Separations and Transfer Reports
Identify the appropriate IRR retirement
Review basic pay prior Identify or review Create the ROST for all
Review IRR type, Review details of form, identify the IRR's to be Review the summarized
to CSRS and FERS, remarks about Decide finalized IRRs not previously Provide IRR
date, status, and each PAR that processed and finalize the IRR s, IRR and ROST information
Provide Original LWOP time, and special conditions if need further reported to OPM and and ROST
other information must be reported create the original, supplemental, or that will accompany the
IRR to OPM retirement deduction affecting retirement review summarize the information for information to
Identify IRR on the IRR correction IRR report on the IRRs when submitted
information coverage for revision each IRR on the SF- 2807 for the OPM
Review IRRs Identify IRR appropriate form to the OPM
Identify IRR Identify IRR CSRS or SF-3103 for FERS
Process IRRs Review ROST Summary
Register of Seps/Transfers
Create US No
Decide
Federal Payroll
type of IRR
Regulatory and
action
Tax Reporting No
needed Identify personal details such as
Information Create Supplemental or Corrected IRR Information name, address, phone,
Personal citizenship, marital status
Correct IRR Supplement USF
Note: A Personnel Action Request may have a Supplement to IRR USF
Identify position number, job
status of initiated, requested, various stages of Decide
code, department, benefits,
approval, disapproval, returned for more Job, Benefit FEGLI, if need to update
FEGLl, and retirement data
information, canceled, or withdrawn. Each and Retirement current PAR
Correct IRR Supplement USF
status triggers different system workflow Identify and review specific status
Supplement to IRR USF
actions as defined by your agency. position details such as pay
group, holiday schedule,
Position
employee type, FSLA status, and
Payroll Decide Decide Details
Provide employee class
No if need more what information
Administrator Supplemental Create a PAR to apply employee
Yes
to update or
Correct IRR Supplement USF Yes
review Supplement to IRR USF Identify compensation information
or Correction record changes that impact IRR review
IRR to OPM such as pay rate determinant,
information or review existing Decide if Compensation step, and quoted pay
PAR details and update approval need to print Information Correct IRR Supplement USF
status forms Identify employment-related
dates such as service Supplement to IRR USF
Correct IRR Supplement USF Print SF-50 Notice to
Supplement to IRR USF computation and with-in-grade
Employee or Employment
increase dates
SF-52Request for Personnel Correct IRR Supplement USF
Yes Action Supplement to IRR USF
WORKFLOW: Create a worklist Identify information on expiration
Correct IRR Supplement
item to provide notification that dates, with-in-grade increase data,
USF Additional
further approval or changes are and union affiliations
Supplement to IRR USF Employment
required based on the assigned Correct IRR Supplement USF
PAR status Supplement to IRR USF
Update Accumulated Fiscal Information for Current or Separated Employees Note: The Fiscal Data Accumulation process
should be run at the end of each fiscal year
Update the accumulated Create an IRR worksheet to accumulate and store fiscal information on
Create Fiscal Update an employee's fiscal IRR records for all employees. If an
fiscal data with appropriate report for specified
Retirement history for retirement employee separates during the year, you
payroll information for current employee(s)
Information reporting may run this process at the time of
specified employees Create IRR Worksheet-
Update Emp Fiscal Year Hist separation so that you have the most up-to-
Process Accum Fiscal Data Current
date fiscal information on the IRR.

PeopleSoft Enterprise Send Employee Information to an External Payroll Application
Human Measure
Maintain
Resources Employee Data
Deployment
Review pay from

3rd party
Employee Manage 3rd Party Pay
Absences Inquiry
Assign recurring Assign incidental Assign recurring

Record the Assign incidental
deductions to an deductions to an earnings to an
employees Tax earnings to an
Employee employee and indicate employee and specify employee and
Data according to employee that are
Payroll Information percentage or amount of amount or percentage of indicate the amount
the Dutch Taxation non-hourly based
NLD deduction deduction of earning
regulations Incidental Earnings
General Deductions Incidental Deductions Regular Earnings
Tax Data (NLD) (NLD)
(NLD) (NLD) (NLD)
Record the employees Specify information

Assign hourly time and Social Insurance data about the distribution
overtime according to the Dutch of net payments (direct
Hourly Time/Overtime Social Security deposit)
Decide Hourly Time by Calendar regulations Payment Distribution
Yes if need to Social Insurance (NLD) (NLD
update
See model titled: “Maintain

Earnings
Employee Data” to affect records
Information
that contain earnings information
Payroll Interface
Administrator
Decide if Create PI reports

need to update See model titled: "Reward" to affect
Benefits Export Changes
information for records that contain benefit
Deductions System Table Listing
employee deductions deduction information
Review Payroll PS Record Listing
and earnings Interface Results PS Record-Field Listing
Review Deductions Field Listing
Confirm or reverse deduction
Error Messages Field-Translation Listing
calculations and load Convert tab-delimited Provide information to or Export or import
Run Table Instance Listing
deduction calculation files to comma- receive information from the external files
No Export Details Process Listing
information for export to the delimited files payroll system Complete Export
Check Summary Process Values
payroll system Convert Tab Delimiter Import/Export Payroll Data to Ext File
Earnings Balances Definition Table-File
Calculate Review deduction Decide if Confirm Deductions
Deduction Balances Definition Table-Record
deductions for calculation error errors were Tax Balances Definition Table-Field
No each pay period messages online encountered while Table Export Configuration Listing
Calculate Review Error calculating Group Listing
Deductions Messages deductions Employee Listing
File Handle Listing
Correct calculation
Yes
errors

PeopleSoft Enterprise Create GBL Employee Payroll Information
Maintain Employee
Human Data
Resource
Specialist Maintain
Absences
Override payee processing Identify net pay/ recipient

Assign earnings and deductions - GBL
information - GBL Apply balance elections - GBL
Add person of interest Identify general employee Payee Assignment By Element Update payroll accounting Identify payslip options -
Supporting Elements adjustments to Maintain Bank Accounts
Global as a payee - GBL payroll information - GBL Element Assignments by Payee information - GBL GBL
Payee Sections accumulators - GBL Specify Net Pay Elections
Add a POI Payee Review Job Information Recurring GL Distribution Overrides Payee Payslip Options
Payee Calendar Groups Accumulators Add Bank Information
One Time (Positive Input)
Assign Retro Limits Add Deduction Recipients
Identify information to
Assign earnings and deductions Assign garnishments - USA Assign pay groups - USA
Maintain termination data - USA request a loan repayment
USA - USA Assign Garnishments USA Pay Group Assignment USA
Maintain Termination Data USA from payee - USA
Savings Bond Assignment USA Garnishment Summary USA Payee Calendar SOVR (hidden)
Request Repayments USA
Identify net pay/ recipient Record payee tax information - AUS

Apply garnishments or Identify payslip information - AUS
elections - AUS Maintain Tax Data AUS
Australia court orders - AUS Payslip Delivery Option AUS
Specify Protected Net Pay AUS Specify Trainee Tax Rebate AUS
Assign Garnishments AUS Messages AUS
Add Deduction Recipients AUS Review/Update Tax Scales AUS
Inserts Supporting Elements Overrides at Insert Earnings/Deduction Assignment for the

Identify general employee payroll
Identify family allowance Identify loans and/or Identify recipient or beneficiary payee level based on a country specific loan information entered in the Request Loans
information - BRA
Brazil information - BRA advances - BRA relationship - BRA page for payee parameters component
Define Payee Parameters BRA
Review Dependent Data BRA Request Loans BRA Recpnt/Benef Relationship BRA EIP (CI): GP BRAZIL - PAYEE EIP (CI): GP BRAZIL - LOANS DEDUCTION
Maintain Payee-Union Data BRA
PARAMETERS ASSIGNMENT
Identify general employee payroll Identify social insurance Identify payslip Identify net pay/ recipient Review payee data related to
Identify family allowance Identify pension fund data
information CHE information - CHE Record payee tax information - CHE information - CHE elections - CHE multiple contracts - CHE
Switzerland information - CHE - CHE
Define EO Payment CHE Maintain Social Ins Data CHE Maintain Source Tax Data CHE Define Payee Data CHE Override Source Bank CHE Review Multiple Contracts CHE
Define Family Allow Data CHE Pension Fund Data CHE
Define EO Payment Ovrd CHE Add Other Insurances Data CHE Messages CHE Manage Foreign Bank Acct CHE Review MC Exceptions CHE
Identify social insurance

Record payee tax information - Identify payslip Identify net pay/ recipient Maintain German
Identify general employee information - DEU Apply garnishments or Identify pension Identify loans and/or
DEU information - DEU elections - DEU employer
Germany payroll information - DEU Maintain Social Ins Data DEU court orders - DEU information - DEU advances - DEU
Maintain Tax Data DEU Define Payee Data DEU Override Source Bank DEU certificates - DEU
Add General Remarks DEU Maintain Accident Ins Data DEU Assign Garnishments DEU Maintain BVV Data DEU Request Loans DEU
Calculate Company Car Tax DEU Messages DEU Manage Foreign Bank Acct DEU Certificates DEU
Add Old Age Part-Time Data DEU
Record payee tax information - ESP Identify social insurance Identify pension plan –
Identify loans and/or advances - ESP
Spain Maintain Tax Data ESP information - ESP ESP
Request Advances/Loans ESP
Override Tax Percentage ESP Multiple Employment Data ESP Payee Pension Plan ESP
Apply garnishments or court Review pension contingency

Identify loans and/or advances - FRA Identify payslip information - FRA
France orders - FRA contracts – FRA
Request Advances/Loans FRA Add Payslip Messages FRA
Assign Garnishments FRA Pension/Cont. Contract Rvw FRA
Record payee tax information - GBR Identify pension information -

Identify loans and/or advances
Maintain NI Data GBR GBR Review employee Identify payslip information -
Assign earnings and - GBR Apply garnishments or court Calculate, Confirm
Maintain Tax Credits GBR Assign Scheme GBR termination data - GBR
Great Britain deductions - GBR Review Loans GBR orders - GBR and Distribute GBL
MT1 - Code Number Changes GBR Stakeholders Pension GBR GBR Create Messages GBR
Overtime GBR Maintain Loans GBR Assign Court Orders GBR Payroll
Global Payroll Uplift Tax Codes GBR Assign Share Schemes GBR Review P45 GBR Messages by Pay Group GBR
Update Loans End Date GBR
Maintain Student Loans GBR Share Save Holidays GBR
Administrator
Identify general employee payroll

Identify payslip information -
information - HKG
HKG Identify net pay/ recipient elections - HKG
Hong Kong Specify Housing Quarters HKG
Payslip Delivery Option HKG Add Recipient Mbrship Nbr HKG
Define PT EE Main Employer HKG
Messages HKG
Define Self Employed Data HKG
Identify general employee

payroll information - IND Record payee tax information - Identify payslip information - Assign earnings and
Identify social insurance Identify pension
Define MDA Enrollment IND IND IND deductions - IND
India information - IND information - IND
Define MDA Claims IND Maintain Tax Declarations IND Payslip Delivery Option IND Recurring
Define ESI Data IND Define PF Enrollment IND
Define LTA Enrollment IND Specify Tax Details IND Messages IND One Time (Positive Input)
Create Define LTA Claims IND
employee
information
for?
Identify family allowance Record payee tax information - ITA
information - ITA Identify social insurance Identify loans and/ Specify Tax Reduction ITA
Identify pension information - ITA
Italy Define Family Data ITA information - ITA or advances - ITA Define Assignee Data ITA
Maintain Compl Fund ITA
Review Family Data ITA Maintain Social Ins Data ITA Loans Data ITA 730 Data ITA
Maintain ANF Data ITA Define Prior Employer Data ITA
Identify social insurance information - JPN

Record payee tax information - JPN
Maintain Social Ins Data JPN
Maintain Income Tax Data JPN Assign earnings and deductions - JPN Maintain ret allow data JPN
Japan Maintain Labor Ins Data JPN
Maintain Dep Tax Data JPN Commuting Allowance JPN Maintain Ret Allow Data JPN
Maintain Lab Ins Rpt Data JPN
Maintain Inhab Tax Data JPN
Maintain Dep Soc Ins Data JPN
Provide override information indicating

Identify loans and/or Insert Earnings/Deduction Assignment for the loan information
Identify general employee Identify social insurance Record payee tax information -MEX that a payee will not be considered for the
advances - MEX entered in the Request Loans component
Mexico payroll information - MEX information - MEX Define Prior Employer Data MEX Annual Tax Adjustment process
Request Loans MEX EIP (CI): GP BRAZIL - LOANS DEDUCTION ASSIGNMENT
Reverse Results MEX Maintain SDI Data MEX Specify No Year-End Adj MEX EIP (CI): GP MEXICO - PAYEES
Loans MEX EIP (CI): GP MEXICO - LOANS DEDUCTION ASSIGNMENT
WITHOUT ANNUAL TAX ADJUSTMENT
Request loans MYS Add deduction recipients MYS Identify payslip options MYS Maintain EPF Payee Data MYS Maintain SOCSO Payee Data MYS Maintain termination data MYS
MYS
Request Loans MYS Add Deduction Recipients MYS Payslip Delivery Option MYS Maintain EPF MYS Maintain SOCSO Payee Data MYS Maintain Termination Data MYS
Identify social insurance

Assign earnings and Record payee tax Identify payslip
information - NLD
NLD deductions - NLD information - NLD information - NLD
Maintain Social Ins Data NLD
Commuting Data NLD Maintain Tax Data NLD Messages NLD
Maintain Addl Ins Data NLD
Record payee tax information - Apply garnishments or court

Identify payslip information - NZL Identify net pay/ recipient
NZL orders - NZL
NZL Payslip Delivery Option NZL elections - NZL
Maintain Tax Data NZL Assign Garnishments NZL
Messages NZL Add Deduction Recipients NZL
Create Invalid IRD Report NZL Specify Protected Net Pay NZL
Identify payslip information - SGP Identify net pay/ recipient

SGP Payslip Delivery Option SGP elections - SGP
Messages SGP Add Deduction Recipients SGP
Provide personal information

for payroll payment and
Employee distribution
Personal Bank Accounts
Pay Distribution Instructions

PeopleSoft Enterprise Calculate, Confirm, and Provide Payroll
using PeopleSoft Global Payroll

Administrator Labor
Absences/ See "Track Absences and Create and review pay cycle
Prepare/Update Payroll Information for Calculation Review or update positive input - Review Calculation Results
Overtime Vacations" reporting information - AUS
GBL
Payroll Results Register AUS
Review/Update Manage Positive Input by Cal Review result summary of payslip
Import employee absences Pay Components AUS Create and review paycycle
Positive Input Manage Positive Input by Tmplt online
Absences from self-service Reconciliation AUS reporting information - GBL
One Time (Positive Input) Inquire Online Paycheck Second
Manage Generate Positive Input Switzerland Enter Absence CHE Create Generic Reports
Create Absences CHE Inquire Online Paycheck MEX Payroll Results Register
Receive Payment Requests Absence Results Register
Review triggers - GBL Create and review paycycle Payroll Results Summary
Vacation Entitlements See "Track Absences and
Review Triggers Review calculation results - GBL reporting information - DEU Payroll Messages
Review Triggers Include payslip messages Brazil Vacations"
Rvw/Expand Mass Triggers Payee Iterative List Payroll Results Summary DEU
Review Iterative Triggers Add Payslip Messages AUS
Results by Calendar Payroll Rsts Summary Year DEU
Add Payslip Messages FRA Import employee overtime Results by Calendar Group
Add Payslip Messages GBR Overtime Payroll Results Register DEU
from self-service Payee Messages Overpayment List DEU
Create GBL Add Payslip Messages HKG Switzerland
Process Overtime CHE Payee Status
Employee Payroll Review Review retroactive exceptions - Add Payslip Messages SGP Pay Balance DEU
Information Decide if Processing Statistics Total Compensation DEU
Retroactive GBL Add Payslip Messages CHE Overtime
need to? See "Track Time and Labor" Element Resolution Chain Element Contribution List DEU Create and review paycycle
Exceptions Unprocessed Retro Deltas Add Payslip Messages DEU Mexico Administrator Results
Add Payslip Messages ITA Company Loan DEU reporting information - BRA
Add Payslip Messages NLD Family Allowance Registry BRA
Data Migration Load data ITA
No Add Payslip Messages NZL Financial Register BRA
Italy Data Migration ITA
Override supporting Recurring Review calculation results - AUS Dependnt Statmnt IncomeTax BRA
Override One Time (Positive Input) Payroll Results Register BRA
elements - GBL Messages AUS (rpt)
Supporting Elements Create and review paycycle Average Report BRA
Supporting Elements Load positive input reporting information - CHE
Positive Input Manage Pos Input via Batch BRA Payroll Results Register CHE
On or Off- Update Brazil/Mexico Manage Pos Input via Batch MEX Create deduction Overpayment List CHE
On-Cycle Manage Mass Positive Input MEX payback records
Cycle? calendars? Retrieve variable Review calculation results - CHE Pay Element Summary CHE
Retrieve Variable compensation awards - Payroll Results Register CHE Create Deduction Personal Statement CHE
Awards GBL Load payable time from PeopleSoft Overpayment List CHE Paybacks AUS Pay Balance CHE
Retrieve Variable Comp Load vacation BRA Time and Labor into Global Payroll Pay Balance CHE Calc Reconciliation Report CHE
Vacation Pay Element Summary CHE Create and review paycycle
Mass Vacation Programming BRA when the Calculate phase of a pay run Element Contribution List CHE
BRA Calculate salary Review salary reporting information - HKG
Vacation - Acq Period Upd BRA is initiated
package - AUS packages - AUS Payroll Results Register
Retrieve requests for variable compensation Provide acknowledgement of (rejected or erred Decide if Integration(COBOL): Process Payroll/ Review?
Absence Calculate Package Salary Package HKG
payments awards) errors detected during award validation need to create or
Review calculation results - DEU Expenses AUS Summary AUS Pay Components HKG
EIP : to Variable Compensation update... Finalize payroll Create and review paycycle
Maintain inhabitant tax data JPN Garnishment Results DEU Reconciliation HKG
VAR_COMP_PAYMENT_REQUEST_GP EIP (AM): Ready to calculations Decide if reporting information - MEX
VAR_CMP_PAYMENT_ACKNOWLEDGE_GP IH Tax Load IH Tax Payment Data JPN XML Results DEU Yes Overtime MEX
finalize Calculate Absence need to...
Japan Maintain IH Tax File Data JPN Payroll Results Summary DEU Provisions MEX
Identify payees and create and Payroll Create deduction
Create IH Tax File JPN Payroll Results Register DEU Loans by Calendar MEX
payroll calculations payback records
Calculate Absence and Overpayment List DEU ANN - Christmas Bonus MEX
Pay Balance DEU Create Deduction
Payroll Paybacks NZL ANN - PTU-Profit Share MEX
Update Setup Information Headcount Update calculated headcount - FRA A batch process prompts Payroll Results Register MEX
France Update Company Headcount FRA PeopleSoft Global Payroll to Balances MEX Create and review paycycle
Create run types to identify send absence data to
Run Types payroll or absence runs Review calculation results - ESP Create coupon reporting information - NZL
PeopleSoft Time and Labor Pay Components NZL
Run Types IRPF Calculation Results ESP Integration (COBOL): reporting
Post/unpost festive advance information - MEX Reconciliation NZL
Festive Advances GPPDPRUN Payroll Results Register NZL
information - SGP Create Coupons Create and review paycycle
Create groups of SGP reporting information - ITA
Define time periods for payroll Create calendars for payroll and Post/Unpost Festive Advncs SGP Interface MEX
Decide to calendars Identify payees; Review calculation results – FRA Payroll Results Register ITA
Periods and and absence processing absence processing
Yes define or Calendar Groups create, update, Create Terminated EE Group FRA Pay Element Summary ITA
Calendars Periods Calendars Review?
update Calendar Groups AUS freeze or cancel Extract Termination Data FRA Pay Element History ITA Create and review paycycle
Automatic Period Creation Automatic Calendar Creation Post/unpost festive advance
Calendar Groups NZL Festive Advances calculations Update Termination Data FRA reporting information - SGP
information - MYS
MYS Payroll Results Register SGP
Post/Unpost Festive Advncs MYS
Pay Components SGP
Create payee groups used Create and review paycycle Reconciliation SGP
for payroll and absence Review calculation results - HKG reporting information - GBR
Group Lists Messages HKG (rpt) Gross To Net GBR
calculation
Create/update SDI triggers and High/Low Earners GBR
Manage Group Lists
SDI update SDI records - MEX P32 GBR
Mexico Create SDI Triggers MEX P35 GBR
SDI by Anniversary and SMG MEX Review calculation results - ITA Profile Report GBR
Payroll Results Register ITA Element Summary Report GBR
Payroll Results ITA Validation Exception GBR
Update profit sharing definitions Create and review paycycle
Profit Sharing
Global Payroll - MEX reporting information - MYS
Mexico
Define PTU-Profit Share MEX
Administrator Receive notification from Absence Review calculation results - NZL
Payroll Results Register MYS
Management that an off-cycle Reconciliation MYS
Messages NZL (rpt)
Off-Cycle payment is needed Create and review paycycle Pay Components MYS
Review results of the process reporting information - NLD
Off Cycle Request Calculate profit sharing and
Results for Off Cycle process CBS Interface NLD
Off Cycle On Demand create positive input
Longterm Illnesses NLD
Identify payees for the off- Calculate PTU-Profit Share MEX Review calculation results - SGP Results Register NLD
cycle payroll run and create Process the off cycle Review messages from the Reversal by payment ID and Messages SGP (rpt) Create Illness Statistics NLD
Decide if Reverse
group for processing payroll process Yes number Illness Registration NLD
need to... for USA?
Off Cycle Request Process Off Cycle Messages for Off Cycle process Reversals USA Export Company Data NLD
Off Cycle Calendar Group No Illnesses by Employee NLD
Identify type of off-cycle transaction, Illnesses by Group NLD
manual or unscheduled payment, Create and review paycycle
Off-Cycle Review the off-cycle payees reporting information - USA
correction, or advance payrolls Reconcile manual payments
Off Cycle Request who were suspended from on- No Reconcile? Yes Bonds Report and Interface USA
cycle pay runs Manual Payment Reconciliation
Review Off Cycle Payee Status
Create Payment Information Review payee account Identify employees with missing
information account info Distribute Payroll Information
Review payslip results Missing Bank Account Rpt ESP Missing Bank Account Rpt ESP
Review Payslip Administrator Results FRA Payee Bank Account Report Payee Bank Account Report
Provide Cost Information to Time and Labor
Results Rvw Admin Payslip/Results FRA ESP ESP
Rvw Admin Payslip/Results GBR
Cost Send cost data back to Time and Labor
Create EFT payment file
Create payment information for EFTs Information Provide Cost information to Time after a pay run is complete so that the
Create EFT Payment File AUS
Run Payment Prep Process BRA and Labor data can be distributed across payable
Add payslip messages Create EFT Payment File BRA
Run Payment Prep Process CHE Send Costs to Time and Labor time entries and sent to PeopleSoft
Add Payslip Messages CHE Create EFT Payment File ESP Create recipient file
Run Payment Prep Process FRA Projects and other applications
Add Payslip Messages DEU Create EFT Payment File FRA Create Recipient File AUS
Run Payment Prep Process GBR EIP: PAYROLL ACTUAL COSTS
Add Payslip Messages ITA Create EFT Payment File HKG Create Recipient File HKG
Run Payment Prep Process IND
Add Payslip Messages NLD Create EFT Payment File JPN Create Recipient File SGP Provide notification of VC award payment to
Run Payment Prep Process MEX
Add Payslip Messages NZL Create EFT Payment File MEX Create Recipient File NZL Decide if need to Payment Variable Compensation
Run Payment Prep Process NLD
Decide if Messages Add Payslip Messages ITA Create EFT Payment File SGP Recipient Payment Report HKG provide... Verification to VC EIP (AM):
Run Banking Process ITA
need to... Add Payslip Messages AUS Create EFT Payment File NLD Create Garnishment File USA VAR_CMP_PAYMENT_ACKNOWLEDGE_GP
Run Banking Process JPN
Add Payslip Messages FRA Create EFT Payment File NZL Create Recipient File MYS
Run Payment Prep Process DEU
Add Payslip Messages GBR Create EFT Payment File ITA
Add Payslip Messages HKG Create EFT Payment File MYS Post Earnings and Deductions to General Ledger Create GBL
Add Payslip Messages SGP Review EFT by Cal Group ITA Payroll Regulatory
Review payment reports Reporting and Tax
Create file and transfer costs to GL
Summarize and print employee pay Net Payment Report AUS Information
Send Costs to GL
elements Net Payment Report ESP Review GL costing information
Send Costs to GL AUS
Prepare payments for banking Generate Payslip Net Payment Report FRA Review GL Costing Info AUS
Send Costs to GL NZL View transactions not assign GL
processes - GBL Reprint Payslip Copy Net Payment Report HKG Review GL Costing Info NZL
Review net pay and Sent Costs to GL SGP account
Run Payment Prep Process Regenerate Original Payslip Net Payment Report SGP Review GL Costing Info SGP
deductions - GBL Send Costs to GL MYS Review GL Costing w/o account
Create Payments Run Payment Prep Process USA Manage Payslip Processes Net Payment Report NZL Review GL Costing Info MYS
Review Payments by Send Costs to GL CHE
Payment Renumber USA Create/Print Payslips AUS Payment List Report NLD Review GL Costing Info MEX
Cal Group Earnings and Send Costs to GL MEX
Run Payment Reconciliation Create/Print Payslips BRA Create bank file Pending Net Payment Report ESP Deductions Finalize Costs for GL
Reconciliation Exceptions Create/Print Payslips CHE Bank File Entry Net Distribution Exception USA
Create accounting and
Create/Print Payslips DEU Create Bank File CHE Net Payment Report MYS
Publish payroll results for General Ledger - reconciliation reports
Create/Print Payslips ESP Create Bank List CHE Global Payroll Accounting Result Create Accounting Voucher CHE
Create/Print Payslips FRA Create Bank File DEU EIP ( Batch Publish ): GP_POST_GL Create Accounting Voucher DEU
Create/Print Payslips GBR Create Bank List DEU Create Reconciliation List CHE
Create/Print Payslips HKG Create BACS File GBR Create Reconciliation List DEU
Create/Print Payslips IND Review online payslips Create Direct Deposit File USA GL Costing Report ESP
Create/Print Payslips ITA View Online Payslip CHE
Create/Print Payslips JPN Review Self Service Payslips
Create/Print Payslips SGP
Create/Print Payslips MEX
Create/Print Payslips NLD
Create/Print Payslips NZL
Create / Print Payslips MYS
View payslip
Employee View Payslips
View Payslip GBR

PeopleSoft Enterprise Create Payroll Regulatory Reporting and Tax Information using PeopleSoft Global Payroll
Calculate, Confirm
and Distribute GBL
Payroll
Create tax reports AUS Create regulatory reporting Calculate reportable Fringe Benefit Create payee's payment summary,
Type of Payroll Tax Report AUS information for Australia Tax (FBT) collections and review review, create reports and electronic
Australia
Reports? Create TFN File AUS QTR-ABS Avg Wkly Rpt/File AUS Collect FBT Earns AUS file to ATO
BAS Information Report AUS QTR-ABS Empl Srvy Rpt/File AUS Rvw/Update Payee FBT Earns AUS Create Pmnt Summary Data AUS
Review Pmnt Summary Data AUS
Review/Update ETP Data AUS
Payment Summary Exceptions AUS
Payment Summary Reconcile AUS
Payment Summary/ETP Certs AUS
Create Pmnt Summ Elec File AUS
Define parameters for Service Takers, Create assignments

Create the report for Create GPS report Create DARF, DIRF, and Process terminations BRA Perform year-end
identify payees, verify SEFIP and perform PIS
GRFC GPS Report BRA IREN reports Termination Contract Rpt BRA processing
Type of parameters and create report processing
Brazil GRFC Report BRA DARF Report BRA Unemployment Insurance Rpt BRA DIRF Report BRA
Reports? Service Taker Data BRA PIS Assignment BRA
Monthly DIRF Report BRA RAIS Report BRA
Service Taker Transactions BRA PIS Processing BRA
IREN Report BRA
SEFIP Parameters BRA
SEFIP Report BRA
Extract Unified DADS data, update and Update DADS Fees FRA
Extract DUCS Data, adjust headcount, Extract termination data, update Create certificates reports
create reports Update DADS Establishments FRA
update and create files and create reports Extract Certificates Data FRA
Extract DADS Data FRA Create DADS File FRA
Create DUCS Data FRA Extract Termination Data FRA Certificates Report FRA
Update DADS Sending Refs FRA Update TRC Data FRA
Adjust DUCS Headcount FRA Update Termination Data FRA Update ACC/MP Certifs FRA
Update DADS Companies FRA Output DADS Data FRA
Type of Update DUCS Data FRA Termination Report FRA Update Ill/Mat Certifs FRA
France Update DADS Sit. Empl All FRA Validate DADS Data FRA
Reports? Update TRC Data FRA
Update DADS Employees All FRA List DADS Errors FRA
Create DUCS/TRC/DRA File FRA
Update DADS Sit Dtls All FRA
Update DADS Sit Empl FRA
Update DADS Situation Dtls FRA
Update DADS Employees FRA
Update DADS Situation Dtls FRA
Create regulatory reporting Create tax cards, statements and Define DEUEV facts and events, review Create social security/ insurance reports Create pension DEU
information for Germany reports Germany and create reports SI Contributions Report DEU BVV Transfer Disk DEU
Payroll Statistics Report DEU Create New Tax Card DEU Define Business Evnt DEUEV DEU Emplr Liability Summ Rpt DEU
Type of Payee Compensation Report DEU Tax Registration Report DEU Run Daily DEUEV DEU Emplr Liability Detail Rpt DEU
Germany Run Monthly DEUEV DEU
Reports? Industrial Statistics DEU Tax Auditor Access DEU Compulsory Health Ins Rpt DEU
Tax Statement Report DEU Change Currency DEUEV DEU KUG Report DEU
KVDR Change Process Start System DEUEV DEU AZ Report DEU
Trade Tax Report DEU Terminate System DEUEV DEU
DEUEV Reported Events DEU
DEUEV Triggers DEU
DEUEV Reportable Events DEU
DEUEV Statistics DEU
DEUEV Process Status DEU
DEUEV Report Generation DEU
Create DEUEV File DEU
Create new or amended Pay and Create year end tax reports Create statutory reports Process termination Create EDI audit GBR
Pension numbers to be sent to GBR for Great Britain P45 GBR EDI Audit by Employee GBR
EDS P14 / P60 GBR P11 - Part 1 GBR P45 Identification GBR EDI Audit by Submission GBR
MT3 - Pay/Pension Numbers GBR P35 GBR P11 - Part 2 GBR P45 Identification Process EDI GBR
Great Type of P46(Car) GBR P11 - Part 3 GBR Results GBR
Britain Reports? End of Year Return GBR P32 GBR
Uplift Tax Codes GBR
EOYR Pre Validation GBR
Extract P11D Data GBR
Prepare reports of people Create the employer's return of

Capture data, update and create
leaving the country that are not remuneration and pension
IR56 reports
citizens reports
Create IR56 Data HKG
Type of Specify Departure Details HKG Define IR56B/M Controls HKG
Hong Kong Review/Update IR56 Data HKG
Reports? IR56F Report HKG Create IR56B Elec File HKG
IR56E Report HKG
IR56G Report HKG IR56B Report HKG
New - Terminated Rpt HKG
IR56F Report HKG IR56M Report HKG
Country? MPF Remittance Statement HKG
IR56G Report HKG
Create Provident Fund Tax reports India Create enrollment and Create employee state insurance Define reporting form attributes
Remittance Reports Profession Tax Report IND termination reports remittance statements and create reports
Allowance Taxable Amounts IND Define Form 3A Data IND
PF Remittance Statement IND Enroll and Term Reports IND ESI Remittance Statement IND
Define Form 5 Data IND
Type of
India Define Form 6 Data IND
Reports?
Define Form 12BA Data IND
Define Form 24 and 16 Data IND
Create Year End Reports IND
Define Form 24Q Data IND
Print Form 24Q IND
Print ESI Form 7 IND
Print LWF Report
Create tax reports Italy Create CUD reports Create and review social Process terminations ITA
F24 Control Report ITA CUD Report ITA insurance reports for Italy TFR Reports ITA
Type of CUD Data ITA DM10 Report ITA
Italy GV93 Report ITA
Reports? Electronic CUD Report
ITA Contribution Report ITA
770 Report ITA
INAIL Year-End Report ITA
Create tax reports Mexico Create a printed letter for Create IMSS notice for employee Create SUA files Create and review reports Tax reports Mexico
State Taxes by Loc Report MEX terminated or laid off payees transactions SUA - Transact File MEX IMSS Base Over Cap Report MEX ANN - Tax Adj Report MEX
Federal Taxes Report MEX Create Term/Layoff Letters MEX IMSS Report Notices MEX SUA - Payee File MEX Variable SDI Report MEX ANN - Subsidy Factor Calc MEX
Form 37 Report MEX IMSS EDI Notices MEX SUA - Disabilities File MEX Multiple Information MEX ANN - Subsidy Factor Rpt MEX
Type of Form 37 Additional Data MEX IMSS Mag Notices MEX SUA - Affiliation File MEX
Mexico Inter-company Payee Detail MEX
Reports?
Salary Credit Report MEX Review IMSS Notices MEX SUA - Loans File MEX
Fixed SDI Report MEX ANN - Risk Factor Report MEX
Global Payroll
Administrator
Create tax reports NLD Create reports for social
Pers. Information Report NLD security
Tax Reductions Report NLD SI Summary Report NLD
Year-End Employee Report NLD SI Contribution Request
Tax Summary Report NLD NLD
Type of
Netherlands
Reports?
Create IRD data, review and create

reports NZL
Create IRD Data NZL
Review IR345/6/8 NZL
Type of
New Zealand Review EE IR348 Data NZL
Reports?
Review IRD Exceptions NZL
Create IR348 File NZL
Create IR348 Report NZL
Print QES Report NZ
Create reporting data, submit files Create data non-citizen employee's Create IRAS Tax Forms
and create reports termination, update and create IRAS Tax Forms SGP
CPF/FWL Late Interest SGP reports IRAS Benefit Rates SGP
Type of Create CPF Reporting Data SGP Create IR21 Forms SGP Create IR8A/IR8S Forms SGP
Singapore Calculate Appendix 8A SGP
Reports? Create CPF-PAL Internet SGP IR21 Forms SGP
Create CPFLine SGP Print IR21 Forms SGP IR8A/IR8S Forms SGP
CPF Mthly Contribution Rpt SGP Appendix 8A Forms SGP
CPF Mthly Contribute List SGP Appendix 8B Forms SGP
CPF Adjustment Report SGP Print IR8A/IR8S Forms SGP
Print Appendix 8A Forms SGP
Print Appendix 8B Forms SGP
Create IR8A File SGP
Create IR8S File SGP
Create Appendix 8A File SGP
Create Appendix 8B File SGP
Create regulatory reports Switzerland Create tax reports Switzerland Create pension reports CHE
BESTA Employment Statistic CHE Source Tax CHE Inbound Pension Data CHE
Type of Salary Structure Analysis CHE Maintain LAW Data CHE Outbound Pension Data CHE
Switzerland Override Tax Stmt Data CHE
Reports? EO Pay Card Report CHE Pension Interface Download CHE
FAK Contributions Report CHE Review Tax Stmt Data CHE Pension Interface Upload CHE
FAK Contributions Year CHE Source Tax Year Report CHE
Tax Statement Report CHE
Non AHV/ALV Report CHE
UV Year Report CHE
AHV Year Report CHE
Maintain LAW data 2006 CHE
Override Tax Stmt 2006 CHE
Source Tax Month Report CHE
Tax Statement 2006
Create tax reports ESP Create Social Security reports Create a printed letter for Create files and review tax data
Create 111/110 Model File ESP ESP terminated or laid off payees IRPF Tax Data Review ESP
Create 190 Model File ESP Create FAN File ESP Create Termination Letters ESP IRNR Tax Data Review ESP
Tax Deductions Report ESP TC1 Report ESP Manage Terminations ESP Create 111/110 Model File ESP
Company Certificate Report ESP Company Certificate Report Create 216 Model File ESP
Create 296 Model File ESP
Create 345 Model File ESP Create FDI File ESP ESP
FDI Confirmation ESP
Collective Report ESP
Individual Report ESP
Type of
Spain
Reports?
Identify tax info and create tax

Identify tax info and create tax reports Identify tax info and create tax Create Regulatory Reporting
reports USA
USA reports USA and Tax Information for USA
Tax Form Definition USA
Federal Tax Data Status USA Audit Correction Data USA Maintain Tax Profile USA
Define Preprinted Forms USA
Identify W-4 Exempt Payees USA Year End Correction Forms USA Maintain Tax Data USA
Tax Form Print Parameters USA
Type of Identify W-5 EIC Payees USA MMREF Parameters USA
United States Year End Pre-Load Report USA
Reports? Quarterly Tax Reports USA Create Federal MMREF 1 USA
Year End Data Load USA
Reset W-4 Exempt Payees USA Audit Federal MMREF 1 USA
Year End Post-Load Report USA
Reset W-5 EIC Payees USA Create State MMREF 1 USA
Wage and Tax Statement USA
Tax Deposit and Liability USA Audit State MMREF1 USA
Year End Data Audit Report USA
Tax Summary Reports USA Create Federal MMREF 2 USA
Year End State Totals USA
W-4 ePay Audit Report USA Audit Federal MMREF 2 USA
W-4 Exempt Payees Report USA Year End Print USA
Arizona Withholding Update USA
W-4 IRS Report USA Transmittal Totals USA
W-5 EIC Payees Report USA Prepare W-2c Data USA
Employee SSN Verification Prepare W-2cPR Data USA
W-4 Print – Self Service
Create Regulatory Reporting Print SOSCO forms MYS Process terminations MYS
Print forms MYS Create CP forms MYS
and Tax Information for MYS Print SOCSO Form 2 MYS Create CP21 Data MYS
Print EPF Form A MYS CP22 Forms MYS
Specify Benefits in Kind MYS Print SOCSO Form 3 MYS Create CP22A Data MYS
Print EPF Summary MYS CP39 Forms MYS
Define CP38 Data MYS Print SOCSO Form 8A MYS Print CP21 Forms MYS
Type of Maintain Tax Data MYS Print SOCSO Form 8B MYS Print CP22A Forms MYS
Malaysia Tax Receipt Table MYS
Reports? Print SOCSO Summary MYS View CP21 Details MYS
Create CP159 Data MYS View CP22A Details MYS
View CP159 Details MYS
Print CP159 Forms MYS
Create CP8A Data MYS
View CP8A Details MYS
Print CP8A Forms MYS
Finalize CP8A Details MYS
Print Form 8D MYS
Print Form E MYS
Print PCB 2 (II) MYS
Create tax reports and maintain IH Create withholding tax reports JPN Create remuneration and pension Create social insurance reports Create year end tax and withholding Process terminations JPN Maintain wage certificates Review and approve YEA Self Service
tax data JPN Load YEA Report Data JPN reports, obtain approvals and update JPN reports JPN Create Ret Allow WT RPT JPN Load Wage Cert at 60 JPN data enter by the employees
Pre-Load Inhabitant Tax JPN Rvw/Update YEA Report Data JPN Load SI Monthly Remun JPN SI Bonus Payment Report JPN Maintain Year-End Adj Data JPN Load Unemployment Cert JPN Update Wage Cert at 60 JPN Load YEA Self Service data JPN
Load Inhabitant Tax JPN Withholding Tax Report JPN Review SI Mthly Remun JPN SI Create Bonus Rpt File JPN EI Newly Enroll Empl Rpt JPN Load YEA Report Data JPN Print Wage Certificate JPN Rvw/Appr Self Service Data JPN
Inc Tax Withhold Reg Rpt JPN SI Mthly Rev Remun Rpt JPN SI Create Other Rpt File JPN Rvw/Update YEA Report Data JPN Print Unemployment Cert JPN Payee Birthdate JPN
Type of
Japan Mthly Inhabitant Tax Rpt JPN ANN-SI Mthly Reg Remun Rpt JPN SI Create Remun Rpt File JPN Withholding Tax Report JPN Update Unemployment Cert JPN Payee Address JPN
Reports?
Municipality Audit Rpt JPN ANN-SI Mthly Sum Remun Rpt JPN SI Mthly Rev Remun Rpt JPN Wage Payment Rpt JPN Payee Phones JPN
Tax Difference Carry Over JPN ANN - Basic EI Premium Rpt JPN SI Premium Inquiry Rpt JPN Wage Payment Summary Rpt JPN Payee Tax JPN
ANN - EI Exempt Report JPN SI Premium Summary Rpt JPN Legal Payment Summary Rpt JPN Payee Dep Tax JPN
Update SI Monthly Remun JPN PI 70 Years Old EE Rpt JPN Report YEA Dependent Ded JPN Payee Life Ins JPN
Report YEA Ins and Spous JPN Payee NonLife Ins JPN
Payee Spouse Info JPN
Payee House Info JPN
Set up year end adjustment

YEA Self Service Setup JPN
Review and update information used

for tax reporting
Year End Adjustment Info JPN
Dependent Tax - JPN
Employee Tax - JPN
Employee House deduction - JPN
Spouse Deduction - JPN
Nonlife Insurance - JPN
Life Insurance - JPN
Human
Resource Measure
Deployment
PeopleSoft Enterprise Measure Deployment Effectiveness
Human
Maintain Manage Manage Health Track Global Plan
Resource Employee Data Absences and Safety Assignments Deployment
Specialist
Enterprise Help Provide Help Desk

Desk Agent Support
Travel and
Manage
Expense Expenses
Manager

Administrator Labor
Determine the
Map Data
Understand the Analytics
Payroll Manage Elements
Business Required to
Payroll Required to Create
Administrator Process Support
Analytics
Processes
Perform Activity-
Based Analytics
Data
Administrator
Post Information to
Performance Create KPIs and Build Business
Ledger Measure Intelligence
Performance Repositories
Human Analyze
Resource Deployment
Analyst Performance

PeopleSoft Enterprise Build Business Intelligence Repositories
Setup a financial data mart

Time Dimension
Fact Variables
Setup a profitability data mart

Time Dimension
Account Tree
Account Nodes
Setup shared data

DataMart Definition
Dimension
Setup a customer relations
Human Element Load operational
(CRM) datamart
Resource Fact data store using
Map Campaign Metrics Build the data marts
Hierarchy ETL maps and Type of
Analyst Metric Permissions Informatica data mart?
Time Dimension Activate Build Components
CRM Fact Source Build Data Mart
Metric Metadata PowerMart ETL
Value Ranges
Report Metadata tool
Territory Tree Data
Review Data Mart
Review Elements
Review Hierarchy
Setup a supply chain data
mart
Time Dimension
Setup a workforce data mart

Data Mart Variables
Workforce Group
Workforce Group Set
Time Dimension
Create KPIs and

Measure
Performance
Data Perform Activity-

Based Analysis
Administrator
Post Information to
Performance
Ledger
Application Analyze
Development
Administrator Performance

PeopleSoft Enterprise Create KPIs and Measure Performance
Review results View information about

My Profile scorecard components
Scorecard at a Glance Review personal and KPIs
Switch Scorecards KPI information My Favorites
KPIs by Perspective My KPIs
Employee Strategy My Manual KPIs
KPI List Manual KPI View assessment View performance
KPI Exceptions Search results, and a bar chart results by category
Search Portfolio KPI Query of KPI performance Perspective
Search Detail by ST KPI List Chart Assessment
Search Summary by ST
Assess scorecards and

Calculate and assess KPIs EIP create notifications
Calculate and Assess KPIs (KP_KPI_ASMT_FACTS): Run Jobstream
Review Error Messages Publish KPI information Run Multiple Jobstreams
Application KPI Operands Datamap Assess Scorecards
Administrator KPI Expressions Apply Manual
Assessments
Send Notifications
Review Error Messages
Review and finalize

scorecard
Set Targets
KPI Compare
Create KPI reports
KPI by Strategic Initiative
Create KPIs KPI and Calc by Model
Build Business
Create KPI KPI, Target Rules by Model
Identify basis for Key Create scorecard Intelligence
Definition KPI by Perspective
Performance Define Scorecard Details Repositories
Cause and Effect KPI Detail
Indicators (KPIs) Identify Assessment Groups KPI Target Rule Values
Calculation Rules
Data Elements Associate Related KPIs KPI Data Element Values
Objects
Calculations Set Targets
Target Rule
Actions Assign Calendar to Scenario
Options
Activity
Data Weight Scale Create scorecard reports
Map Data Elements Assessment
Colors Scorecards by Strategy Tree
Administrator Required to Create KPI Definition View Scorecards by KPI
Analytics Scorecards by Assessment Group
Strat Trees w/ Non-Term KPI
Scorecard Assessment
Strat Component by Strat Init
Create portfolios to Strat Component by Perspective
compare scorecards Strat Component by KPI
to others, if needed Strategy Tree w/ Dup KPI
Setup Portfolios
No
Identify strategy components
Create Strategy Components Special projects
Identify KPI Components or actions?
Yes
Determine Strategic
Initiatives
Initiative Definition View

PeopleSoft Enterprise Map Data Elements Required to Create Analytics
Select Dimensions Common

to all Warehouses
Search for Search for existing
Existing metadata Budget Period Geography
Channel Location Select Dimensions for
Object Metadata Search CRM Service/Support
Create or Company Operating Unit Customer Relationship Call Center Case
Update Customer Product (CRM) Warehouse Case Lead
Customer Address Product Category
Metadata CRM Sales Case Type
Customer Group Product Component CRM Common
Add new metadata object Case Source
Customer Segments Product Group Territory Sales User Quota
Record Metadata Case Status
Department Product Node Industry Metrics Records
Record Summary Installed Product
Department Node Product Price Channel Partners Opportunity
Tree Metadata Define how to use the data, Entitlements Definition
Contacts
Setup Tree Compare such as, restrict info, scale Entitlement Plan Header
Sales Model
Process Tree Compare Create rule tables info, or mathematical Group Member Cost
CRM Marketing Sales Team
Decide Review Tree Compare or other mapping calculations for virtual Assess Impact Categories
Add New Leads Sales Model
which action is Review Super Tree Rule Metadata columns of changes Stage Provider Group Cost
Object Marketing List
needed Update Super Tree Table Map Filter Impact Analysis Opportunity Categories
Marketing
Report Metadata Data Map Constraint Header Provider Group
Select Dimensions for Supply Chain (SCM) Warehouse Campaign
User Functions DataSet Sales Forecast Service Level
Marketing
Value objects Expression Competition Solution
SCM Common SCM Cost SCM Production SCM Inventory Campaign Wave
Metric Metadata Information Solution/Product Link
Job Total Metadata Reason Code Cost Element Engineering Change Order Items Channel Activity
Timeframe Period
Balance Rules Metadata Region Code Cost Overhead Rate Code Engineering Change Order Item Type Channel Instance
Validate and compile other Agreement Header
Business Unit Type Cost Version Apprv Item Category Codes Channel Medium
metadata changes, if Agreement Line
Support Team Member Production Operation Times Item Master Header Offer Discount
needed Agreement Line
Delete existing metadata Sales Person Production Areas Family Entitlements
Delete Mass Validate Sales Order SCM Purchasing
Impact Analysis Work Center Group
Metadata Compile Metadata Changes Requisition
Delete Metadata Stock Type
Processing Messages Buyer Package Code
SCM AP Purchasing Item Attributes SCM Shipping & Warehouse
Invoice Purch Item Business Unit Receiving
Vendor Item Vendor Location Ship
Vendor Govt Cert Purchase Order Shipping Location
Identify organization Origin Purchase Order Carrier
Define Transaction Party
specific dimensions, Return Materials Distribution Network Code
Add or update info Create Jobstream Information Track progress, if Matching Rules
Allocations sources, rules, and job
Match Exception Authorization Distribution Network
Yes about the engine needed
associations Vendor Return Header
MetaData Engine Record Suites Voucher
Create Fixed Basis Receiver Header
Records in Jobstream Financial AP Disbursements
Identify records Dimensions
Decide if Temporary Table
suites for a Sources
need to update Rules
Create engine instance, jobstream
engine info Identify temporary Rule Set
identify jobstream Jobstream Record Decide type
table instances Yes Suite Job Association
processes, and run of allocation
sequence
and build a project Decide Review cumulative Select Dimensions for Human Capital (HCM) Warehouse
No (Application if record suites Load Data into the
Job Meta Data processing, if needed
Designer) exist Record Suite History Define multi-dimensional HRMS Common HRMS Competencies HRMS Training Enterprise Warehouse
Processes in Jobstream No HRMS Employee & Job
PeopleTools Create record Jobstream History processing Unit Code Competencies Courses
Run Jobstream Personal Data
Options suites Temporary Table History Create Assignment Rules Industry Code Accomplishments Course Goal-Competency
Run Multiple Jobstream Data Personal Names Load data into the
Record Suite Define Rule Set Setup Geography ID Map Competency Types Course Instructors Define data loader
Geography ID Map Report National ID Type Enterprise Warehouse
Rename Data Rules Competency Cluster Course Session Set Defaults
Financial Code Personal Data National ID Run Data Loader
Associate Ruleset to Job Role Course Session Cost Define Data Loader
Load the Operational Data Store Account Codes Prior Work Experience Review Error
Role Competency Employees Define Group
Budget Period Bus Unit Employment Summary
Role Accomplishment General Demand
Action Type Position
Load operational data store Competency of Competency General Demand by
Create currency conversion Establishment Codes Job Code
Define and create ETL using ETL maps and Types Department
Determine rules Action Reason Map Job Code Set
mappings Informatica PowerMart ETL Type of Competency of Comptncy Training History
Analytics Required Setup shared Identify Rules Define Standard Letter Code Job Tasks
Setup Code Value tool warehouse? Cluster Training Program Job
to Support processing? Create Set of Rules framework? Duration Group Definition Job Code Task Definition
Setup Load Date/Time Load ETL Session or Batch Cluster Compnt Accomplishment Codes
Processes Associate Rules to Job Termination Reason Map Report Job Code Comp Rate
Setup Job Options Review Job History Competency Rating Description Training Session
Review Conversion Messages Job Earnings Distribution
Setup ETL Defaults Review Job Summary Person Competency Evaluation Vendor Address
Disability
Create ETL Load Mappings Review Error Summary School Vendor Policy Detail
Integrate with Business Analytic Modeler (BAM) HRMS Absence/Vacation Health and Safety Data
Review ETL Descriptions School Education Works Council
Absence Class School Type HRMS Compensation
Absence Code
Create Define Define BAM Define BAM
Absence Type
Compensation Code
Rollup Create aggregate Models and templates models Compensation Deduction Map HRMS Benefits HRMS Salary
Employee Time Profile
information based on Templates Define Template Define Models HRMS Applicants Compensation Earnings Map Coverage Code Review Factor
Accounting Business Vacation Bonus Entitlement
Compensation GP Pin Map
business unit tress or Vacation Plan Applicant Information Dependent Data Review Scale
Information Units/
scenario trees Applicant Accomplishment Deduction Frequency Leave Benefit Enrollments Review Rating
Scenarios Vacation Request
Business Unit Applicant Competencies Department Budget Ded Dist Stock Plan Rate Code
Vacation Service Rate Values
Scenario Create/ Applicant Disability Department Budget Earn Dist Benefits Valuation Map Grade
Create aggregated Decide Create/Update Employee Variable Comp
Update Applicants Email Benefits Valuation Map Matrix Percent
Decide type of Performance Ledger if need to... Model Rate Code Group Code
Models Report Increase Matrix
information Performance Ledger information based on Variable Comp Plan
calendars
Calendar
Create aggregated General Review information Update user
General Ledger information based Review about models that information and Select dimensions
Ledger on calendars Checked have been checked recalculate for Financials
General Ledger Out Models out models warehouse
Checkout Information Utilities Select dimensions
for E AS
warehouse
Select other
Create business framework
dimensions
Setup Account Types
Define Accounts
Account Nodes
Define Scenarios
Define Models
Technical Scenarios
Setup Ledger Event Codes
Data
Administrator Review and correct critical
errors
TableSet ID
Record Group
TableSet Control
Critical (PTools)
Data Performance Measurement Create KPIs and
General Ledger Measure
PF Unit Scenario Definition Common
Performance
GL Unit Ledger Definition Inventory COGS
Ledger Mapping Defaults Ledger ADB
Ledger Move corrected data
Source Unit Mapper from the error tables t o
PF Ledger Perform Activity-
Revenue the target tables
Based Analysis
Time Labor Run Data Loader
Build Incremental Cube Review Error Summary
Post Information to
Review and correct CRM fact data Review and correct common Performance
Retrieve dimension data Ledger
workforce Review and CRM Sales CRM Marketing CRM Support/Service Budget Period
analytic correct? Opportunity Header SFA Leads Call Center Case Channel
data? Opportunity Close Lead Tasks Call Center Case Detail Company
Opportunity Sales Rep Lead Products Case Association Customer
Opportunity Quote Opportunity Products Case Audit Customer Address
Forecast Detail Resolution Department
Campaign Metrics Agreement Line Geography
Retrieve Workforce Data from Internal Sources Scheduled Tasks Operating Unit
Time Log Lines Product
Map personnel actions for setting Product Category
up the table Product Component
Action Type Review and correct SCM fact data Product Group
Action Reason Map Product Price
Create Workforce Analytics tree GL Account
Termination Reason Map Report SCM Purchasing SCM Cost SCM Inventory
structures
RMA Receipt Line Prod Cost by Item Inventory Cycles
Account Tree
PO Distribution CM Product Cost Inventory Lot Control
Compensation Tree Competency
PO Line Assembly Scrap Costs Inventory Receiving Review and correct SCM SCM Purchasing SCM Inventory
Tree SCM Production SCM Shipping & SCM Production
Map locations to Geography ID PO Ship Cost dimension data Requisition Inventory Items
Financials Related Department Tree Actual Prod Hrs Receiving Engineering Change Order
codes Requisition Distribution Inventory Trans Buyer Inventory Item Type
FINCODE Tree BOM Items Qty Eng Change Order Approval
Geography ID Map Requisition Line SCM AP Item Volume Purchasing Item Attributes Inventory Item Category Code
Organization Tree Item SF Receiver Distribution Production Operation Times
Geography ID Map Report RMA Line AP Accounting Entry Physical Inventory Purchasing Item Business Unit Item Master Header
Geography Tree Order Line Receiver Line Production Area
Requisition Ln Delivery Schd Voucher Line Item Vendor Location Inventory Family
Industry Tree Prod Oper List Routing Ops Work Center
RTV Distribution Voucher Schedule SCM Common Purchase Order Inventory Group
Job Code Tree Order Schedule Receive Ship
RTV Line Payment SCM Billing Reason Code Origin Purchase Order Inventory Stock
Position Tree PL/Prd Intgrt Header Ship Detail
Map compensation codes and Billing Region Code Return Materials Authorization
Unit Code Tree Summarize error statistics Inventory Package
plan values Fact Data Production Variances Shipment Fact Business Unit Type SCM AP
Vendor Return
Compensation Deduction Map Summarize Error Statistics Support Team Member Invoice
Compensation Earnings Map Sales Person SCM Shipping/Receiving Vendor
Compensation GP PIN Map Review and correct HCM data Order SCM Cost Ship Vendor Govt Cert
Benefits Valuation Map Project Cost Element Shipping Location Matching Rules
Benefit Valuation Map (RPT) HRMS Recruitment HRMS Other HRMS Competencies Cost Overhead Rate Code Carrier Match Exception
Job Req Codes Absence History Accomplishment Cost Version Distribution Network Code Voucher
Applicant-Pos Appl Benefit History WA Accomplishments Distribution Network Header AP Disbursements
Staffing Employee Job History Competency Receiver Header
Recruitment Expense Employee Review Competency Facts Earnings Balance
Retrieve Workforce Survey Data from Third Party Providers Recruitment Offer Job Competency History Earnings Balance CAN
Create Workforce Survey Major Fact Reviewer Competency
Review and edit Complete Workforce Survey Review Workforce Survey setup reports Stock Grant Review and correct CRM dimension data
warehouse data mapping data mapping definitions setup Compensation Survey Data Vacation Accrual
Import external survey data
definitions Industry Code Map Job Code Set Map Benchmark Survey Data CRM Common CRM Sales CRM Marketing CRM Service/Support CRM Service/Support
with the setup ETL batch
Survey Author Job Code Map Job Code Map Unit Code Map Channel Partners Sales User Quota Leads Call Center Case Provider Group Cost
Load ETL Session or Batch
Compensation Code Map Workforce Trees Compensation Code Map Compensation Code Map Review and correct Industry Metrics Records Marketing List Case Lead Error Categories
Review Job History
Financial Code Map Survey Compensation Code Geography ID Map Geography ID Map Financial fact data Territory Opportunity Contacts Marketing Campaign Case Type Provider Group
Review Job Summary
Geography ID Map Survey Financial Code Industry Code Map Industry Code Map Expense Accounting Line Sales Model Marketing Campaign Case Source Service Level
Review Error Summary
Survey Job Code Survey Geography ID Financial Code Map Job Code Map Accounting Line AP Sales Team Wave Case Status Solution Product Error
Review ETL Descriptions
Survey Instance Survey Industry Code Unit Code Map Financial Code Map Accounting Line AR Sales Model Stage Channel Activity Installed Product Solution/Product Link
Unit Code Map Survey Unit Code Survey Providers Employee Survey Data Ledger Data Opportunity Header Channel Instance Product Category Error Timeframe Period
Operator Defaults Ledger Table Sales Forecast Channel Medium Entitlements Definition Agreement Header
Budget Ledgr Data Competition Information Offer Discount Entitlement Plan Header Agreement Line
Project Based Ledger Review and correct Financial Group Member Cost Error Agreement Line Entitlement
Customer History Services fact data
Position Impacts Balances
Treasury Deal Det Instr. Calc Stat
Demographic
Instrument Event
Review and correct HCM dimension data
Instrument Balance
Index Rate
HRMS Common HRMS Absence/Vacation HRMS Employee & Job HRMS Competencies HRMS Compensation HRMS Salary
Income
Budget Period Bus Unit Absence Code Personal Data Competencies Deduction Frequency Review Factors
Instrument
Establishment Codes Absence Type Personal Data Details Competency Types Dept Budget Ded Dist Salary Step
Volume
Account Codes Employee Time Profile Personal Names Competency Hierarchies Dept Budget Earn Dist Salary Grades
Instrument. Ledger
Vacation Bonus National ID Types Competency Cluster Tables Employee Variable Comp Salary Rate Code
Instrument Option
Entitlement Personal National IDs Competency of Comp Detail Salary Plan
Instrument Other
HRMS Applicant Vacation Plan Prior Work Experiences Clusters Rate Code Group Code Salary Matrix Percent
Participant
Applicant Vacation Request Employment Accomplishments Variable Comp Plan Salary Increase Matrix
Interest Rate
Applicant Vacation Service Rt Positions Accomplishment Clusters
Instrument Status
Accomplishment Values Job Codes Role Competencies
Instrument Swap HRMS Training HRMS Workforce
Payment History Applicant Competencies Job Tasks Role Accomplishments
Courses Analysis
Treasury Position Applicant Disability Job Code Task Definition Competency of Roles
HRMS Benefits Course Expenses Absence Class
Applicants Email Job Code Comp Rate Competency Rating
Dependent Data Course Instructors Employees
Job Earnings Distribution Descriptions
Leave Benefit Course Sessions General Demand
Disability Person Comp Evaluations
Enrollments History Role
Injury Illness Course Goal-Competencies
Stock Plans Training Session Role Accomplishments
Works Council School Types
General Demand by Dept Role Competencies
Entitlements Definition School Codes
Type of Training Program Job Role Tasks
Dimension Data School Educations
dimension data Codes Role Task Definition
Vendor Address Role Task-
Vendor Policy Detail Accomplishments
Role Task-Competencies

PeopleSoft Enterprise Perform Activity Based Analytics
EIP
(BUS_UNIT_PF_FULLSYNC):
Send full version business unit
information
EIP
(BUS_UNIT_PF_SYNC): Send
new or changed business unit
Map Data Elements information
Required to Create
Analytics
Review existing
model and
determine if able to Review results of analysis
Object Navigator Review and/or adjust employee
use for current
Trend Analysis resource information
analysis Build Business
Variance Analysis Employee Update Employee Details
Review ABM Model Intelligence
Contribution Cost Resource Adjust Employee Resource Data
Repositories
Cube Results Adjust Jobcode to Hire
Review Driver Rates Adjust Object Volume Data
Review Driver Quantities Identify planning and
Review Transactions simulation criteria
Based on results of
Request analysis of the Review Fragmentation Define Budget Constraints Create the planning
Validate data integrity of Take appropriate analysis, determine if Review
Update existing or activity-based model Identify Spending Patterns and simulation data
No the model action wish to establish new and/or audit?
create new model? Create ABM Cube Setup Activities in Jobcode Run Jobstream Review and/or adjust ledger
Validate Model Integrity end-result targets Post Information to
Run Jobstream Cost Object Volume Ledger resource information
Create reports for cost Activity Volume Performance
objects, calculations, and/or Resource Adjust Ledger Resource Data
Ledger
Adjust Ledger to Budget
variances
Object Rate ABM Driver
Transaction Cost Rate
Capacity Rate Variance Variance
GL Drillback
Object Assignment
Object Contribution
ABM Object
Cost Object Listing
Rates
Object Cost
Yes
ABM Object
Variance
Rates
Data
Administrator
Copy an existing
ABM model
Copy existing? Yes
Copy Existing
Model Create or update resources
Define Resources Map ledger expense data to
Create ABM
Describe Work Group resources Yes
object table
Create Work/Dept Profile Create Ledger Mapping Rule
Create or update Request ABM
Define Capital Charges Map Ledger Expense to
model Processing
Review objects Create Employee Profile Resource
Define Model Create Employee Resources
All Objects Create reports to audit setup
Identify Driver Qty
Resources Review drivers Driver Characteristics
Options
Cost Object Target Create or Assign costs Driver Listing Driver Pointer
No Bill of Services
Drivers update? No from resources to Create drivers to assign Resource Target Drivers Driver Quantity
Bill of Services
Activities activities? dollar amounts from one Resource Listing Driver Rate
Activities Drivers
Cost Objects object to another Activity Listing Driver Rate Source
Define Model Creation Create or update activities
Object Details Create ABM Use Define Driver Attributes Activity Target Drivers Inter Bus Unit Assignment
Create ABM Models Describe Common Activities
Create Ledger Maps object table consistent Define Driver Cost Object Listing Create Drillback Data
Describe ABM Activities Copy Drivers
Request ABM values to assign No Cost Object Target Drivers Define Drillback Levels
Copy Common Activities Define Driver Quantities
Processing costs? Review model to Activities by Department
Activity Volume Define IBU Driver Charctrstcs balance? Resource Listing
Yes Copy IBU Driver Activities by Employee
Review objects
Copy Drivers Model to Model Activities by Workgroup
EIP Assign costs All Objects
Resources Activity Listing
(FINANCIAL_ACTIVITY_FULLSYNC): Yes from activities to
Objects Cost Object Target Drivers Activity Fragmentation
Send activity definition to Time and cost objects?
Delete Drivers Activities Employees by Department
Labor
Delete IBU Cost Objects Employees by Workgroup
Drivers No Object Details Review Employee Survey
Yes Delete Drivers
EIP (FINANCIAL_ACTIVITY_SYNC):
Send added or changed activity
information to Time and Labor Delete drivers?
No
No
Add pointers?
Create pointers to locate

Create or update cost Create ABM drivers
Yes Review Pointer Quantities
objects object table
Define Cost Objects Request ABM Review Transactions
Cost Object Volume Processing Define Pointer
Define Implicit Pointer
Define Transaction Pointer
PeopleSoft Enterprise Post Information to the Performance Ledger
Map data received from the

Create and/or General Ledger
update models Map Ledger Data
Create Error Log Report
Ledger
Map Data Elements Mapper Create or update
Required to Create metadata
Analytics
Posting
Method?
Yes
Create engine
Perform Activity- instance, identify job
Based Analysis All Create or update stream processes ,
Other metadata? and run sequence
No Yes
Create
Assign rules, define Create aggregate
Review assignment assignment rule Create
basis and target of the info based on
processing results groups or update
assignment business unit trees
Data Manger Rules Data Manager jobstreams?
Value Objects or scenario trees
Rule Set
No Yes
Associate ruleset to
Update
a job
scenario for ledger
Data Manager Job
mapped method? No Move data into the
Association
performance journal table
Data Data Manager
Administrator Processing Messages
Unpost data to
ledger
Unpost Ledger
Unpost Ledger
(ADB) Review
Review and /or Yes performance ledger
Post data to
Edit journal entries correct errors Re- information Identify tolerances
Set Create AB AM object Performance Ledger Posted in
No Edit Journals Correct Errors edit corrected No Review Ledger for editing
tolerances? table Post Ledger error?
Edit Journals (ADB) Correct Journal data ? Details Yes Job Total Metadata
Post Ledger (ADB) Yes
Errors (ADB) No Balance Rules
Metadata
Review?
Yes
Identify tolerances No
Reconcile
for editing Re-edit journal Reconcile balances
balances over Yes Set tolerances? No
Yes Job Total Metadata entries Reconcile Balances
time?
Balance Rules Re-Edit Journals
Metadata Re-Edit Journals
(ADB)
Clean up journals
Build
Request Journal
Business
Clean up
Intelligence
Request Journal
Repositories
Clean up (ADB)
PeopleSoft Enterprise Development
Human Analyze Workforce

Resources VP Development
Human Plan
Organizational
Resource Development
Manager Needs
Determine
Individual
Line Manager Development
Goals
Learning Manage Learning

Administrator Programs
Deliver Learning
Instructor
PeopleSoft Enterprise Plan Organizational Development Needs
Define
Measure
Development Plan Performance
Development
Goals and Documentation
Effectiveness
Measurements
Define
Organization
Competencies and
Accomplishments
Human
Resource
Specialist
Create
Assess Workforce
Competency
Competencies
Strategy
Plan
Successions
Determine
Individual
Goals
Manage Learning
Programs
Learning
Administrator
PeopleSoft Enterprise Define Development Goals and Measurements
Review and finalize

Define strategic
Human goals and
scorecard
Resource Set Targets
measurements
KPI Compare
Manager Assign Calendar to Scenario
Create portfolios to
compare scorecards
Setup Portfolios
No
Need to Create Strategy Components Conduct special
Create Goals Identify KPI Components projects?
Yes
Human Determine Strategic
Resource Initiatives
Create KPIs Initiative Definition View
Analyst
Create KPI Definition
Identify basis for Key
Cause and Effect
Performance Indicators (KPIs)
Calculation Rules
Data Elements Create the scorecard
Need to Create Objects
Calculations Define Scorecard Details
Measurements Target Rule
Actions Identify Assessment Groups
Options
Activity Associate Related KPIs
Weight Scale
Assessment Set Targets
Colors
KPI Definition View Assign Calendar to Scenario
EIP
Calculate, assess and (KP_KPI_ASMT_FACTS):
publish KPIs Publish KPI information
Technical Calculate and Assess KPIs
Specialist Review Error Messages
KPI Expressions
Review and finalize

employee scorecard
Employee Set Targets
KPI Compare
Review and finalize

employee scorecard
Line Manager Set Targets
KPI Compare
Plan Performance Define

Documentation Organization
Human Competencies and
Resource Measure Accomplishments
Development
Specialist Plan
Effectiveness
Successions
PeopleSoft Enterprise Plan Performance Documentation
Define a job in
Capture Capture Define specific
Define Decide if Capture organizational terms of
organization's organization's individual Using Decide if Create New
Performance need to create No goals & objectives No competencies and/
mission statement initiatives responsibilities competencies? need to? Profile
Evaluations rating model Goals/Objectives or responsibilities
Mission Statement Initiatives Responsibilities
Job Profile
Define alternative wording to

Yes Identify inappropriate be used during review
Language
Identify skills, words/language for reviews composition
Note: Rating model setup Define optional sub- Clone an existing Checking
abilities, knowledge Clone Language Checker Words Language Checker
is required if using Yes competencies Job Profile Suggestions
or behaviors Existing Profile
Define rating models to be competency evaluations Sub-Competencies Clone Job Profile
Competencies
used as a rating scale for
competencies or other
items that utilize ratings Review or revise the text
Rating Model Performance used to describe employee
Decide if need?
Content performance
Results Writer
Create content for authoring

Define type of performance plans to help Link Development Tips
Performance performance Create or update one or Link individual criteria Identify what actions
Select responsibilities, Development an employee develop or to competencies and/or
Documents document more review templates to enterprise goals, each participant role
goals/objectives, and Content exploit current skill levels for sub-competencies
Define Document Types No Template Definition initiatives and can perform on each
competencies a competency Link Development Tips
Development Define Empl Review objectives section of the review
Template Definition Development Tips
Goals and Template Template Definition Template Definition
Human Measurements Define section Need to
attributes Need to define? clone existing
Resource Section Definition template?
Specialist Clone an existing
template for a review
Decide if type or plan Setup desired rating
need to? Yes Clone Template distributions to be used for
Performance Define performance Definition reporting
Identify development plan Identify
Documents review type and period Clone Employee Review Desired Rating Distribution Identify
Create competencies and development plan Assemble
Japan Define Review JPN Template development
Development accomplishments compliance development plans
plans courses
Plans Competency activities Development Plan
Training Course
Accomplishment Activity
Define
Organization
Competencies and
Accomplishments
Define the
Define regulatory Define regulatory Specify compliance Define customer products and Create
Define the Define workflow Add employee and non- Define checks Set up a default Define the Change
Define Professional authorities and authority notifications types and regulatory Describe Identify compliance managers complaints used product types predefined
compliance types notifications using e- employee data to compliance types an RI compliance type for each Decide if Plan RI individual activities compliance
Compliance classification level related to an RI add or authorities by compliance process No and their direct RI reports against a regulated used for observation
required mail program needs to pass regulated individual hired need to? Observations to observe security structure
Requirements Regulatory change company steps? Assign Manager/Supervisor/RI individual compliance models
Compliance Type Compliance Type Enroll Regulated Individual-RI Check Type Jobcode Compliance Elements Reassign RI
Authority Regulatory Authority Company Compliance Complaint Type monitoring Models
Product Type
Plan Course for Professional Describe compliance plan

Training Compliance Defined business process steps
Yes
Company Compliance
Company Compliance Plan (rpt)
Determine
Individual
PeopleSoft Enterprise Define Organization Competencies and Accomplishments
Define specific educational

Define profiles for qualifications
Define Review and modify the
Competency and Create rating jobs, positions, and Schools
competency types different competency
Qualification scale models other business School Types
Competency categories or types
Details Rating Model entities Degree Subject FPS
Types Competency Summary
Non-Person Profiles Majors
Faculty Table JPN
Define
Development
Define?
Goals and
Measurements
Human
Resource Define National
NVQ Reports
Specialist Vocational
National Vocational NVQ Listing
Qualifications (NVQ)s
Qualifications GBR Unit Listing
Award Body
Unit/Element
NVQ Award Bodies
Plan Performance Assess Workforce

Documentation Competencies
PeopleSoft Enterprise Assess Workforce Competencies
Compare an
Person individuals to roles
to Role and identify gaps
Person to Role
Review competency and

NVQ summaries
Create profiles for Competency Inventory
Compare roles to Search for profiles that meet
employees, contingent Identify individual's License/Certificate Renewal Create Need Analyze results Review and
Role to individuals and criteria
Plan Successions workers, and persons of scheduled training Person Profile Report employee No proficiency of gap and approve profiles
Person identify gaps Search and Compare Profiles
interest Training NVQs by Employee teams? analysis? match analysis Approve Profiles
Role to Person Compare Profiles
Person Profiles NVQs by Qualification
Employee Status
Employee Plan
Yes
Compare team members to
Team
job tasks
to Job
Define Compare Team to Job Task
Create employee
Development
teams
Goals and
Create Teams Review summary of
Measurements Create
professional training
Competency
courses
Strategy
Training Summary
Human
Resource
Specialist
PeopleSoft Enterprise Create Competency Strategy
Create
Compensation
Strategy
Assess Workforce
Competencies Review workforce groups
Yes
Review Workforce Group
Human
Resource
Specialist Define competency Define competency Create competency Define competency match
Compare current
Review match results and
Review Allocate monetary value to competency inventory
strategy model strategy criteria assess current workforce
workforce roles and competencies to strategy
Setup Competency Setup Competency Run Competency Setup Competency Model competencies
groups? Review Value Allocation Run Competency
Strategy Model Strategy Run Competency Strategy Review Match Results
Strategy
Review workforce competency
and accomplishment inventory
Shortage in Current Review Competency Inventory
Competency Search Competency
No
Requirements Search Accomplishment
Review Accomplishment
Worker Competencies
Worker Accomplishments
Create
Compensatio
n Plans
Learning Manage Learning

PeopleSoft Enterprise Plan Successions
Specify position
Create/Update prerequisites for
Career Paths career progression
Career Path Table
Build an Identify and capture
organizational chart information about key
Identify Key Positions Maintain position profiles Decide if
containing a positions
and Incumbents Position Profile need to?
succession tree Key Positions Review current job
Tree Manager Identify Key Positions Career
Identify incumbent status and job history
Assignment
information Need to Update Career Plans Career Assignments
Identify Summary
Key Positions and Development Goals Development Career Assignments
Incumbents
Identify Key Positions or High Potential Employees
Review employee's
Define
compensation history
Development Decide if Compensation
Compensation
Goals and need to?
Compensation
Measurements
Review employee's
Identify competencies, education, Decide
Career training history
honors and awards, licenses/ if need to Training
Summaries Training
certifications, memberships, review
Identify Individual to Fill Profile Information Training
Vacant Key Position languages, and test results
Human Person Profiles
Resource Person Profiles
Specialist
Decide if
Need to Competency Assess Workforce
Yes ready to finalize
review? Analysis Competencies
plan
Search for employees,
Identify employee's previous candidates, applicants or
Review/ employers and job titles contractors eligible to fill key Need further
Prior Experience
update? Prior Work Experience position review?
Prior Work Experience Search and Compare Profiles
Plan Development and Plan Development and
Search and Compare Profiles Career Plan
Update Career Plan Update Career Plan
Review NVQs - GBR Identify plan dates and Review career path View candidates slated
NVQ Reports - GBR Create Succession
NVQs - GBR NVQs by Employee select succession information and indicate to replace successors
Employee Status Reports
NVQs by Qualification No candidates candidate readiness and identify obstacles
Internal Resume
Create Succession Plan Create Succession Plan Create Succession Plan
Person Profile Report
Create Succession Plan Create Succession Plan Create Succession Plan
Determine Individual
Line Development Goals
Manager
PeopleSoft Enterprise Determine Individual Development Goals
Measure
Human
Development
Resources VP Effectiveness
Plan
Human
Organizational
Specialist Needs
Monitor Employee
Scorecards and
KPIs
Line Manager
Track Skills, Plan Development

Evaluate
Competencies and and Update
Performance
Accomplishments Career Plans
Deliver Learning
Instructor
PeopleSoft Enterprise Monitor Employee Scorecards and KPIs
Human Plan
Organizational
Resource
Development
Manager Needs
View assessment
results, and a bar chart
of KPI performance
KPI List Chart
Review KPI results
KPIs by Perspective
KPI List View performance
KPI Exceptions results by category
Perspective
Assessment
Identify the
Review strategy results
scorecard to view
Perform Strategy
when accessing Review? Review?
Job Search Detail by ST
"View Scorecard"
Employee Search Summary by ST
My Profile View information about
scorecard components
and KPIs
Review scorecard My Favorites
results
Search Portfolio
Scorecard at a Glance
Switch Scorecards Review personal KPI information
My KPIs
My Manual KPIs
Manual KPI Search
KPI Query
Assess scorecards and

Create KPI reports
create notifications
Run Jobstream
KPI and Calc by Model
Run Multiple Jobstreams
KPI, Target Rules by Model
Assess Scorecards
KPI by Perspective
Apply Manual
KPI Detail
Assessments
KPI Target Rule Values
Send Notifications
KPI Data Element Values
Data
Administrator Create scorecard reports
Scorecards by Strategy Tree
Scorecards by KPI
Scorecards by Assessment Group
Strat Component by Perspective
Strat Component by KPI
Strategy Tree w/ Dup KPI
Line Manager
Evaluate
Performance
PeopleSoft Enterprise Track Skills, Competencies and Accomplishments
Deliver Learning
Instructor
Provide input on Provide input on current skills,

personal and competencies, and accomplishments
Employee professional
Perform job
My Profile
goals Professional Training
Review or update employee

Approve employee
competencies and accomplishments
Competency competency and profile
and profile details
Information updates
Person Profile
Approve Profiles
Prior Work Experience
Review employee career

summaries
Discuss goals Career Assignments
Career Evaluate
and objectives Review? Employment
Information Performance
Line Manager with employee Compensation
Training
Immediate Family
Review evaluation and development

summaries for a regulated individual
Review RI
View RI Development Record
Development
View RI Development Review
Summaries
View RI Observation
View RI KPI Review
Review employee progress through

Review NVQ s
Review NVQs NVQs
NVQs by Employee
GBR Person Profile
NVQs by Qualification
Employee Status
Plan
Human Organizational
Needs
Manager
PeopleSoft Enterprise Evaluate Performance
Accept or decline requests to

Update and review
Performance Create Review completed Maintain personal Receive request provide performance or Update or review Review completed
performance Performance
or Development performance performance notes about your to provide Accept or development evaluation for development development
Performance documents for the Accept or Development Development
Documents? document for self documents performance evaluation for Decline? others evaluations for others evaluations for others
current period Evaluations?
Create Documents Historical Documents Performance Notes others Pending Evaluation Requests Current Evaluations Historical Evaluations
Current Documents
Pending Evaluation Requests
Employee Decline Performance
Development
Evaluation Not Update and review Review completed
Update and review Provided performance performance Provide
Create Review completed
development Provide evaluations for others evaluations for others evaluations
development development
documents for the documents to Current Evaluations Historical Evaluations
document for self documents
current period manager
Create Documents Historical Documents
Current Documents
Review or update Administer performance

Create
employee Review completed Review performance documents Provide preliminary Approve or deny Review the approval
Monitor Employee Performance Create for performance Identify notes about an Receive
performance performance documents for direct Transfer Document performance ratings for performance status of performance
Scorecards and or Development Performance group of No documents for employee’s performance feedback from
documents for documents and indirect reports Reset Document Status performance documents documents documents
KPIs Documents? employees? direct reports Maintain Performance Notes other sources
current period Historical Documents View-Only Documents Cancel Document Enter Preliminary Ratings Approve Documents View Approval Status
Create Documents
Current Documents Delete Document
Yes
Receive request
for input on
Create performance performance
documents for a group of evaluation
Track Skills, employees
Competencies and Create Documents by Group
Line Manager Accomplishments
Plan Development
Review or update Administer development and Update
Create Career Plans
Development employee Review completed Review development documents
Create for development
development development documents for direct Transfer Document
group of No documents for
documents for documents and indirect reports Reset Document Status
employees? direct reports
current period Historical Documents View-Only Documents Cancel Document
Create Documents
Current Documents Delete Document
Yes
Create development
documents for a group of
employees
Create Documents by Group
Review evaluation data

Receive Create Summary Data
Approve or deny
performance or View Rating Summary
documents submitted
developmental View Status Summary
Approve Documents
documents Missing Documents Report
Late Documents Report
Create Manage performance
performance Review Request documents
Review results of the create
documents for performance additional input Transfer Document
Performance documents process
groups of documents on performance Reset Document Status
Human View Document Creation Results
employees View Documents evaluations Cancel Document Update documents with comments
Resource Create Documents Delete Document from other reviewers
Administrator Performance Maintain Reviewer Comments USF
or development
documents?
Create Manage development
development Review Request documents
Review results of the create
documents for development additional input Transfer Document
Development documents process
groups of documents on development Reset Document Status
View Document Creation Results
employees View Documents evaluations Cancel Document
Create Documents Delete Document
PeopleSoft Enterprise Plan Development and Update Career Plans
Identify employees' Create or update

Schedule testing, Identify employee's
preferences for jobs, Identify employee's training plan based on Print training and
licensing, and Identify short- and strengths and
geographic locations, Define employee rank and potential the default training plan development reports
other activities to long-term goals for developmental areas
Other and availability to career path and assign employee for the employee's job Career Training
achieve employee and create/update
move into new Create Career Plan to a mentor if needed code and make Career Plan
career goals Create Career Plan development plan
positions Create Career Plan adjustments as needed Individual Development Plan
Create Career Plan
Create Career Plan Create Career Plan
Line Manager
Perform additional Additional
Evaluate
competency No actions
Performance
analysis? required?
Development
Maintain
Through New Duties/
Employee Data
Assignment
Need to Update Need to Update

Instructor Deliver Learning
Learning Plan Learning Plan
Development
Through Learning
Plan
Human Resource Organizational
Specialist Development
Needs
Measure
Human
Development
PeopleSoft Enterprise Manage Learning Programs
Plan
Human
Organizational
Specialist Needs
Determine
Learning Demand
Establish Learning
Budgets
Learning Manage
Administrator Define Learning Define Learning
Learning
Objectives Programs
Content
Schedule and
Source Learning Manage Learning
Manage Learning
Content Catalog
Events
Schedule and
Manage Learning
Resources
Deliver Learning
Instructor
PeopleSoft Enterprise Define Learning Objectives
Plan
Human
Organizational
Manager Needs
Identify employees
Manually define Specify the
Manually that have not
learning objectives learning groups
create Yes satisfied the
Define Learning that require the
objectives? learning required
Objectives objectives
objectives
Learning No
Administrator
Receive competency information and

proficiency levels
COMPETENCY_SYNC1
COMPETENCY_FULLSYNC1 Compare learner’s Review employee Publish learning objectives
Import objectives Map competencies
RATING_MODEL_SYNC competencies to competency gaps for the learner population Define Learning
from external in HR system to
RATING_MODEL_FULLSYNC job competency and learning LRNR_OBJV_SYNC Programs
tables objectives
ROLE_COMP_SYNC requirements objectives LRNR_OBJ_FULLSYNC
ROLE_COMP_FULLSYNC
PERSON_COMPETENCY_SYNC
PERSON_COMPETENCY_FULLSYNC
Deliver Learning
Instructor
PeopleSoft Enterprise Determine Learning Demand
Plan
Manager Needs
Review learning Review current Review requests for Determine if

Learning Using ELM activities previously requests for learning activities not requested course
Review global objectives Establish Learning
Administrator or Training ELM offered (i.e., demand activities currently offered will be offered
Training Plan Budgets
Admin? in past years) Maintain Learning Maintain Learning Submit Learning
Training Plan Requests Requests Requests
Create training demand

profile based on job
codes and departments
General Directly
Profile
Define the number of

Training employees to be trained by
Create? Department course(s) by department, by
Admin
budget period
Department Demand
Profile
using Specific Identify course and
Define the number of Define the target audience by
Learning Criteria demand details including Identify courses required by
employees selected by course and calculate average
Create deployed No priority and originator of Demand by? Employee employee by budget period
Manager department, job code and employee training cost
profile? the demand Employee Demand
competencies General Demand
General Demand
By Criteria
Identify employee training

required by course by
Create demand profile Course budget period
based on selection Employee Demand by
Yes
criteria Course
Create Delayed Profile
PeopleSoft Enterprise Establish Learning Budgets
Manage Learning
Review courses Catalog
Learning Using ELM Identify costing
Determine offered and their
Administrator Learning Demand
or Training ELM information
associated costs
Admin? Maintain Items Define Learning
Training Plan
Programs
Training
Administration
Update costs for

Identify the
Identify employee a group of job
Specify the Define default compensation cost of Identify budget Identify groups of
Specify base Identify costs related training costs codes or Define department
relationship vendor, facility, employee training by period dates, departments to be
currency for cost to catalog categories Trainees Salary employees training allocation by
between cost unit equipment and job code description and used for budget
tracking and sub-categories Costs Update Salary budget period
and duration label instructor costs Job Code Salary Costs business unit cost comparisons
Base Currency Catalog Costs Learner Training Costs Department Budget
Cost Unit Course Costs Job Code Training Budget Period Department View
Costs Populate Learner
Costs
Training Cost
Review the approved

demands for the active
scenario
Review Active
Scenario-Apprvls
Develop training plan Identify which
Learning scenario and adjust
Review training component Specify departments, job Identify the courses to
budget scenario to
Manager Scenario for costs e.g., equipment, codes, competency ratings included from the scenario
Create? demand by department activate Review?
Department vendors, and facilities to include and create the scenario
Adjust Department Choose Active Review cost details,
Adjust Department Demand Create Scenario by Criteria Create Scenario by Criteria
Demand Scenario demand summary and
training plans by
department
Summarize Active
Scenario
Review the approved

Approved
demands in a global
Global
scenario
Scenario
Review Global
Demands Review training budget
Scenario-Apprvls
Review list of global information
Global Delete inactive Move demands not
Create or copy global scenarios and select the Identify training budget Review Training Plan
Scenario redundant global approved to next
scenario created active scenario for to be frozen by budget Training Plan Cost Details FRA
Review? scenarios budget period
previously budget period and period Training Plan Distribution FRA
Delete Inactive Gbl Move Non-Approved
Create Global Scenario business unit Freeze Budget Period Active Scenario Summary (rpt)
Scenario Demands
Activate Global Scenario Global Scenario Summary (rpt)
Review cost details and Training Plan Summary (rpt)
Global
summary information for
Scenario
the demand
Cost
Summarize Global
Summary
Scenario
PeopleSoft Enterprise Define Learning Programs
Establish Learning
Budgets
Define curriculum
programs that follow a
specific learning path to
Curricula
fulfill one or more
objectives
Maintain Programs Select the learner groups Review the objectives
Identify sections, items,
Using ELM Type of that can view the programs Create new or Activate the associated with a specific
Define Learning attributes, prerequisites, Manage Learning
or Training ELM learning program when browsing or searching update existing learner No Changes Needed program program
Objectives security, objectives Content
Admin? to define? the learning catalog groups? Maintain Programs Program Objectives
Maintain Programs
Maintain Programs Mapping
Create learning group
Define learner name, specify
certification programs, environment and
Create New
Certifications time period given and owner, and define
Learner Group
completion requirements membership criteria
Maintain Programs Maintain Learner
Groups
Select all learners that

meet the criteria for Review learner
Update Existing group membership group
Learner and add them to the membership
Training
Group group Maintain Learner
Administration
Membership Populate Learner Groups
Groups
Create training course reports

Learning Equipment Checklist
Administrator Attendance Status
Course Category
Define general course Course Description
Identify competencies Identify additional
information such as Specify how to Course Equipment
Training and accomplishments course content, Defines program
Need new prerequisites, languages, classify courses Course Rating
No offered No instructors need by learner group, or information
course type? and target competencies/ in the system Course Rating Templates
in-house course agenda information Program Information
accomplishments Courses Courses
Courses Courses
Courses Course Vendors
Prerequisite Courses
Licenses and Certifications
Target Course Certifications
Defines courses Target Qualifications
Define the course Define the equipment
associated with each
categories that form the and materials that are
Yes category and creates Yes
training catalog required for the course
catalog information
Category/Subcategory Courses
Catalog Organization
Print the results of

Create Review group setup and Identify training Create the calculation
Training report indicators for report parameters calculations for all process or export
Decide if
Regulatory training expense reporting - FRA indicators - FRA to file - FRA
need to?
Information - FRA 2483 Parameters Compute 2483 Edit 2483 FRA
FRA 2483 Indicators FRA FRA FRA 2483 Tax
Declaration FRA
Create Define mixed committee Print committee and training plan

Create mixed committee audit Create report listing
Training details including class, reports and submit to the STPS -
report of Dept of Labor (STPS) instructors by training program
Regulatory representatives, location MEX
- MEX and submit to STPS - MEX
Information and objectives - MEX STPS DC-2 Format MEX (rpt)
STPS DC-1 Format MEX (rpt) STPS DC-5 Format MEX (rpt)
MEX Mixed Committee MEX STPS DC-2B Format MEX (rpt)
PeopleSoft Enterprise Manage Learning Content
Source Learning
Content
Define Learning
Programs
Learning
Administrator
Source
additional Manage Learning
learning Catalog
content?
Note: Learning content is

supplied by 3rd-party vendors
Design Content to
support new or
Instructional existing curriculum
Designer or certification
programs
Catalog learning
Create new or Assemble/group
content for Publish learning
modify existing learning
search content
learning content content
capabilities
Notify Learning
Administrator of
new content and
competencies
and objectives
supported
Learning
Content
Developer
PeopleSoft Enterprise Source Learning Content
Identify source and

Identify external standard for
Manage Learning Analyze content sources that can Assess external Acquire learning Sourcing online communication Load content Manage Learning
Yes Test content
Content that is required provide needed sources content content? between learning metadata Catalog
content management and
content
No
Learning
Administrator
PeopleSoft Enterprise Manage Learning Catalog
Manage Learning
Content
Source Learning
Content
Establish Learning
Budgets
Define learning catalog

Define keywords that Define delivery Define items, i.e.,
categories to enable Define detailed data for the
might be used to search method types for specific topics of study
users to easily browse delivery method associated
the catalog to find course offerings for which learning
and search activities and with a particular catalog ID
catalog items Delivery Method activities are offered
programs Maintain Delivery Methods
Maintain Keywords Type Maintain Items
Maintain Categories
Learning
Administrator
Select the learner groups

Select the learner groups Select the learner groups that Update the catalog
that can view activities
that can view the programs can view the items when index so that the Publish learning Schedule and
within this category when
when browsing or searching browsing or searching the changes appears in catalog to learning Manage Learning
browsing or searching the
the learning catalog learning catalog the catalog population Resources
learning catalog
Maintain Programs Maintain Items Rebuild Indexes
Maintain Categories
PeopleSoft Enterprise Schedule and Manage Learning Resources
Define material details

and security and
assign to learning
activities
Material
Define equipment
details and security
and assign templates,
patterns, facilities, and
rooms
Equipment
Define and maintain

facility information
What to track?
Facilities
Facility Rooms
ELM Track supplier

information
Vendors
Learning
Administrator
Maintain webcast learning
Track instructor component session Schedule and
qualifications and messages Manage Learning
teaching preferences Vendor Message Events
Instructors Management
Define equipment and

material details
Training Administration Equipment and Materials
Define and maintain

What to track? facility information
Training Facilities
Track supplier
information
Vendors
Vendor Contacts
Provide preferences for

instructing
Instructor Instructor Preferences
PeopleSoft Enterprise Schedule and Manage Learning Events
Create survey learning

Survey
components
Upload and test

Create test learning
content for compliant
Test components
learning components
Test Learning Component
Import Content
Create web-based learning

Manage Learning components
Web-Based
Catalog Web-Based Learning
Component
Select the learning groups Define the specific

Update the catalog Review activities and
Define activity pricing, in which to make the learning Create assignment learning Define completion Specify materials, add Calculate Publish learning
Schedule and Learning index so that the new their learning
Using ELM or period, duration, and learning activity available components that component rules for the attachments and/or estimated costs of Activate activity catalog and
Manage Learning ELM components Assignment activity appears in the components associate
Training Admin? enrollment constraints for viewing in the catalog make up the Assignments Learning activity notes to the activity activity Maintain Activities schedules to
Resources needed? catalog with catalog items
Maintain Activities and enrollment activity Component Maintain Activities Maintain Activities Maintain Activities learning population
Rebuild Indexes Activity Components
Maintain Activities Maintain Activities
Learning
Administrator
Assign instructors, Changes

Create sessions Review and resolve
facilities and/or to instructor led
manually sessions that are in No
No equipment learning event?
Sessions conflict
Sessions
Create webcast learning Webcast Sessions Session Conflicts
Webcast Sessions
components that offer
instructor-led, virtual-
Webcast
classroom instruction
Webcast Learning
Training Admin Component View automatically
Create session
Accept or modify the generated sessions
Using templates of common Yes
session patterns created and add to, modify
session scheduling Yes activity session
using a template or delete them
templates? characteristics
Sessions Sessions
Create session learning Session Templates
Webcast Sessions
components for scheduled,
instructor-led, classroom-
Session
based training
Sessions Learning
Component Update session or webcast
learning components
Sessions Learning Component
Webcast Learning Component
Create course session reports

Identify the session Student Training History
Define
Identify session length, start and location, instructor and Identify vendor, facility, Training Facility Schedules
miscellaneous
end dates, enrollment constraints required equipment and instructor, equipment Training Instructor Schedules
course session
and language materials costs per session Training Programs Send notification of
expenses
Course Sessions Course Session Planner Course Session Costs Training Schedules changes to learners
Course Sessions
Course Sessions Course Reports Activity Notifications
Course Session Roster
PeopleSoft Enterprise Deliver Learning
Learning Approve Manage Learner Track Learning

Manage Learning Enroll in Learning
Enrollment Enrollment and Completion
Request
Event
Completions Results
Request
Manage Individual
Enrollment in
Learning Plans
Learning Event
Learner Participate in
Learning Activities
Manage
Participant
Information
Measure
Human
Development
Determine
Individual
Development
Goals
Line Manager
PeopleSoft Enterprise Manage Individual Learning Plans
Create an overall training

Record the date when the Print NVQ plan and
Record details of plan of the NVQ units that
employee is expected to status information
Create NVQ employees who have the employee will take
start a unit and elements, for employee
Training Plan registered for an NVQ and view the elements
and actual start and Initialize Plan
GBR - GBR that make up the units -
completion dates - GBR Employee Plan
Person Profile GBR
Person Profile Employee Status
Person Profile
Associate
Learning Using ELM
standard training
Administrator Manage Learning programs with job
or Training Training Administration Action?
Programs codes in the Job
Admin?
Code Table
Job Code Table
Identify the steps
Group the steps
Create Training that make up an
into a training
Plans educational
plan
DEU training program
Plans DEU
Steps DEU
Review list of current

objectives
Review Objectives
Learning Objectives
Objective Detail
Review learning plan and

Request
Review Learning current list of activities to
ELM Action? Enrollment in
Plan support objectives
Learning Event
All Learning
Browse learning catalog for

available programs and Desired
Browse and Enroll in
activities activities Yes Yes
Learner Search Catalog
Browse Catalog found?
activities?
Search Catalog
No No
Submit learning request

Add new programs or
for courses that are not
activities to learning
currently offered
plan
Submit Learning
Enrollment
Requests
Participate in Determine
Learning Activities Learning Demand
Add learning from external
Add Supplemental sources
Learning (supplemental learning)
Supplemental Learning
Review list of current

objectives of direct reports
Review Objectives
Team Learning Objectives
Objectives History
Review Review team's enrollment

Enrollment progress status or history
Status Team Learning Yes
Review learning plans and list

Review
of activities to support
ELM Action? Learning
objectives for direct reports
Plans
Team Learning
Line Manager
Browse learning catalog for
available programs and Desired
Browse and Enroll in
activities for direct reports activities Yes
Search Catalog activities?
Browse Catalog found?
Search Catalog
No No
Submit learning request for Add new programs

courses that are not currently or activities to
offered but should be added to learning plans for
learning plan for direct reports direct reports
Submit Learning Requests Enrollment
Participate in Determine
Learning Activities Learning Demand
Add learning from external
Add
sources for team members
Supplemental
(supplemental learning)
Learning
Supplemental Learning
126
PeopleSoft Enterprise Manage Participant Information
Track internal learner

Track Internal personal and job
Learner Details details
Subscribe to PeopleSoft Internal Learners
HRMS for organization
information
EIPs:DEPT_SYNC
Track external learner
Track External personal and job
Learner Details details
External Learners
Learning Manage Learning Track Customer

Update learning
Administrator Action? customer details
Programs Details
Customers
Update learning
Track Vendor
vendor details
Details
Vendors
Define and populate

Create Learner
learner groups
Groups for
Maintain Learner
Enrollment
Groups
Subscribe to PeopleSoft HRMS for

person information
Provide learning preferences
Internal EIPs:PERSON_BASIC_SYNC
(internal learners)
Learner WORKFORCE_SYNC
Learning Preferences
JOBCODE_SYNC
POSITION_SYNC
Internal or
external learner?
Provide personal profile
information (external learners)
Personal Information Home
Request
External Name Change
Learner Enrollment in
Learner Addresses
Learning Event
Phone Numbers
Email Addresses
Learning Preferences
PeopleSoft Enterprise Request Enrollment in Learning Event
Using Request
Manage Individual ELM or enrollment into an Approval
ELM
Learning Plans Training activity required?
Admin? My Learning
Request enrollment into

Learner Training
training activity
Admin
Request Training Enrollment
Manage
Participant
Information
Request Yes
enrollment of team No
ELM members into an
activity
Team Members
Line Manager Request enrollment of
Training employees into training Approval
No
Admin activity required?
Request Training Enrollment
Yes
Approve
Review status of course
Yes Enrollment
Review session and student
Request
Session Status enrollment
Review Session Summary
Track and review the

Training Track Training courses that an individual Approval Enroll in Learning
Administration Action? No
Requests has requested required? Event
Learning Quick Enrollment
Administrator
Track and review the

courses that an individual
Track Training
has requested and print the
Requests USF
request form (SF182) - USF
SF182 (USF)
PeopleSoft Enterprise Approve Enrollment Request
Review enrollment requested

Request and the approval status
Learner Enrollment in No All Learning
Learning Event My Learning
Training Request Status (TA)
Note: Components with (TA)
related to Training
Administration, others are used
in ELM.
Approve or decline Note: The Approval

Review the status of employee
request for enrollment in Administrator Authority role represents
enrollment requests
Line Manager an activity approval
Team Learning
Approved? individuals that are either
Approve Training Request required? internal or external to the
View Training Request Status (TA)
(TA) organization
Yes
Yes
Approve or decline request for

enrollment in an activity and
Enroll in Learning
update status
Event
Maintain Approvals
Monitor Approvals
Approve Training Request (TA)
No
Learning
Administrator
PeopleSoft Enterprise Enroll in Learning Event
Register for a Receive enrollment alerts

Using Select method of payment and
Request program or enroll for prerequisites, schedule Payment
Learner ELM provide payment details Participate in
Enrollment in ELM in a specific conflicts, etc. approval No
or Training Enrollment Learning Activities
Learning Event learning activity Program required?
Admin? Learner Program Details
Enrollment Enrollment
ELM
Register for a Receive enrollment alerts Provide information for

Line Manager program or enroll in a for prerequisites, schedule department chargeback
specific manager conflicts, etc. Manager Enrollment Yes
learning activity Program Manager Program Registration
Manager Enrollment Enrollment Manager Program Details
Integration with Financials system; request

Approve receipt of
chartfield value combination verification
payment
EIPs:COMBO_CD_EDIT_REQUEST ,
Administer Roster
COMBO_CD_EDIT_REPLY
Review status of
Enroll individual learners prerequisites for
or small groups each learner within Receive Update status to
Select method Send confirmation
Enroll Learners an activity enrollment "enrolled" and Create and
Obtain of payment and messages regarding Manage Learner
Prerequisite Status confirmation post to sub- distribute student
Payment provide details enrollment and registration Enrollment and
and status ledger training information
Information Manage Program Completions
Manage Process letters
ELM Enrollments Enrollment
Enrollments Payment Details
Training Administration Review and
Identify request and Select resolve
Identify individual
scope of authority requested enrollment alerts
Approve Learning learners for Enrollment Action? No Charge for Activity
for enrollment and activities/ as needed
Request enrollment method?
registration programs Manage
Enroll Learners
Enroll Learners Search Catalog Enrollments
Identify reserved
Designate
seats to be filled
Reserved
Manage
Seats
Enroll large groups using batch Enrollments
processing
Process Mass Enrollment
Review Mass Enrollment Request
Identify students to enroll into a session

Manual individually
Enroll Individually
Learning
Administrator
Verify students
Identify students from
Enrollment successfully subscribe in
Group group to enroll or wait list
method? the course sessions
Enroll by Group
Enroll by Group
Verify that all employees

Enroll employees based on are successfully subscribed Create training enrollment
pre-determined department into the course by reports
Department
Automated Enroll using? demand department and budget Statistics of EEs Enrolled
Demand
Enroll by Department period Student Training History
Demands Enroll by Department Course Waiting List
Demands
Enroll employees based

on pre-determined
Employee demand profile by budget Note: The system
Demand period enrolls students up to
Enroll by Employee the maximum spaces
Demands available. Based on the
session wait list for the
specific session and the
availability of spaces
once the session wait
Identify session number
list is exhausted, the
and enroll students from
system uses the
Wait List waiting list
course wait list for
Course Session Auto
enrollment .
Enrollment
Track students who

requested enrollment into
full or not scheduled
Waitlist
sessions
Create/Update Course
Wait List
PeopleSoft Enterprise Participate in Learning Activities
Drop activity
Self Drop Enrollment
Drop Registration
PeopleSoft Partner
Participate in web cast Integration to support
Activity Progress web cast progress
tracking
Attend instructor led

session
Review syllabus,
Review current preparation tasks,
enrollments directions to Participant
Offered Complete assignment
My Learning location and special action(s)?
All Learning instructions
My Learning
Learner Complete and pass

pre-test
Activity Progress
Offered
courses
Learner
or supplemental
Complete a survey as PeopleSoft Partner
learning?
part of activity or as a integration to support
learning evaluation AICC/SCORM
Activity Progress progress tracking
Complete Request learning credit Launch web-based

learning using authorization for session or materials
Supplemental
sources external supplemental learning Activity Progress
to organization Supplemental Learning
Complete test
Activity Progress
Manage Learner
Enrollment and
Competencies
Learning
Enroll in Learning
Administrator Event
Participant?
Track Learner
Approve supplemental
Completion
learning
Results
Request learning credit

authorization for team
member's supplemental
learning
Add Supplemental Learning
View Supplemental
Learning
Review team's schedule for

their current learning
Team Learning
Line Manager
Line Manager Action?
Review learning status and
progress of direct reports
Team Members
Manager Program Progress
Activity Progress
Drop team member from

enrollment
Manager Drop Enrollment
Manager Drop Registration
Launch and
facilitate webcast
Webcast
session
View Schedule
Review assigned
schedule of
Instructor
Instructor sessions and Type of learning?
enrolled learners
View Schedule
Conduct
Classroom instructor led
session
PeopleSoft Enterprise Manage Learner Enrollment and Completions
Using Review, update, or delete profile

Learner Participate in ELM Training information as necessary
Learning Activities or Training Administration My Profile
Admin? Training Summary
ELM
View employee profiles and

Approve employee profile
training summaries
Line Manager updates
Team Person Profiles
Approve Profiles
Training Summary
Review, update, or delete profile

Evaluate
information as necessary
student's
Person Profiles
performance
Training Summary
Send email notifications that

remind activity instructors and
enrolled learners that the activity
is scheduled to start soon
Activity
Reschedule learner for

different session
Enrollment
Identify supplemental learning
completed by learner Update program Provide notification
Add Supplemental Learning Update completion completions and of learner's activity
Substitute or drop a status per expirations or program
Enroll in Learning learner from an activity predefined Program Status completion
Event or program completion rules Updates Enrollment
Enrollment
Track progress for activities and
learning components
Activity Component Progress
Provide notification of change to Learning Component Progress Update learning objectives Track Learning
Completion Completion
Manage wait list learner's enrollment or registration EIPs:LRNR_OBJV_SYNC Completion
method? action?
Enrollment status for an activity or program Action? LRNR_OBJ_FULLSYNC Results
Enrollment
Record attendance or grades
Administer Activity Rosters Mark completions of
Using ELM
Enrollment Review or update program Learning Component Roster learner's enrollment Provide updated competency
or Training ELM
action(s)? registrations Learner Roster using automated information to Humans Resources
Admin?
Administer Program Rosters process EIP:
Program Registration Detail Auto Mark Activity PERSON_COMPETENCY_SYNC1
Admin Drop Registration Completion
Program Roster
Record comments about
learners
Administer Activity Rosters
Review enrollments for

pending payments
Learning Administer Program Rosters
Admin Registration Approval
Administrator
Enrollment
Payment Pending
Review training unit and PO

information
Maintain Training Units
Training Unit Expiration
Training Unit Pool
Purchase Order Balance
Purchase Order Usage
Review enrollment records

and progress status for
selected learners
View All Learning Integration with Financials system;
request chartfield value combination
verification
EIPs:COMBO_CD_EDIT_REQUEST ,
Update payment information, post COMBO_CD_EDIT_REPLY
Training adjustments
Administration Enrollment Integration with Financials system;
Administer Activity Rosters Export sub-ledger send the accounting lines to
Enrollment Payment Details Post payments and adjustments to Update sub-ledger
entries to the GL Financials and update journal ID
Registration Payment Details sub-ledger Process Payment
Export Accounting and date for each sub ledger entry
Process Payment Details Details
Entry to GL EIPs:LM_ACCTG_LN Outbound,
LM_ACCTG_LN Inbound
Identify employees and
non-employees who want
to enroll in course
Update Wait sessions that are full or
List that have not been
established
Create/Update Course
Wait List
Identify student needing a

session or status change, Create training letters
enroll student in proper containing student and
Action? Reschedule session, and review status training information, if
updates needed
Reschedule Between Create Training Letters
Sessions
Record student enrollment or

Capture billing details for
Record Non Course completion in courses that not
training obtained externally
Training not offered in house
Enroll in Course
Enroll in Course
Record learner
Record learner session
assignment and test
attendance
Instructor scores
Mark Grades and
Mark Grades and
Attendance
Attendance
PeopleSoft Enterprise Track Learning Completion Results
Calculate reimbursement for students

completing course with a "pass" or
Identify student feedback
minimum of a "C"
Manage Learner on course session
Maintain Tuition Reimbursement
Enrollment and Evaluate Course Session Review employee salary costs for a
Completions Salary course session and budget period and
apply overrides as needed
Decide if Issue warning messages Review vendor costs for a course

Capture student feedback and
need to provide indicating no reimbursement due Vendor session and budget period and apply
Using ELM or recommendations on completed
Training Administration Action? reimbursement for to non-passing grades overrides as needed
Training Admin? training USF
training Maintain Tuition Reimbursement
Individual Training Evaluation
Record details of
Track NVQ employees who have Review facility costs for a course session Review budgeted costs
Progress not previous registered Facility and budget period and apply overrides as compared to realized
Budgeted
GBR for an NVQ needed training costs to date
Person Profile Calculate student costs by Budgeted
budget period by course Type of costs
session to track?
Review grades by activity or learner
Calculate Student Cost
Activity Roster
Activity Transcripts Update status, Review summarized employee Calculate totals for all cost
Learning Learner Transcript completion, and Review equipment costs for a course session costs elements and compare them Review unbudgeted
Review course session detail Training costs to
Track NVQ Review employee certificate dates Equipment session and budget period and apply EE Session Cost Summary (rpt) to training budget by period Unbudgeted costs to date
Administrator summary overrides as needed Student Ssn Cost Summary FRA Calculate Planned/Real
review?
Unbudgeted
Progress progress through NVQs when all units for
Review Session Summary Learner Ssn Cost Summary FRA Costs
GBR Person Profile an NVQ have
Create completion reports been completed
Certification Status Person Profile
Review instructor costs for a course session
Curriculum Completions Instructor and budget period and apply overrides as
Action?
Item Completion needed Review the compared
Transcript by Organization Track the progress of budget and actual training
History by Department German employees how Summary cost totals for the entire
Review and assess student Track
are participating in the organization
training to determine if there is Training Plan
training plan - DEU Summary
ELM Review/report? a job skills gap or prerequisites Progress Review employee expense costs for a
Internal Education DEU Employee
have been completed DEU course session and budget period and
Int Prof Education Status Expense
Review Training Summary DEU apply overrides as needed
Review financial details
General Ledger Detail
External Payment
Payment Updates
Issue labor ability
Review Subledger Review expenses for a course session and
certificates to employees Session
Cost Summary budget period and apply overrides as
who have completed Expense
needed
Issue Labor training and provide copy
Certificates to the STPS - MEX
MEX STPS DC-3 Format MEX Component= Maintain Student Costs;
Create grade reports by activity or (rpt) Maintain Learner Costs
learner STPS DC-4 Format MEX
(rpt)
Review assessment or
grade information for
completed learning
All Learning
Participate in
Learning Activities Review history of
completed learning
Objectives History
Learner
ELM Review?
Review progress toward

completing objectives
Learning Objectives
Review certification status

and progress
Certification Status
Learner Program Progress
Review direct report's

assessment or grade
information for completed
learning
Team Learning
Review history of
completed learning for
direct reports
Objectives History Determine
Individual
Development
Line Manager ELM Review? Goals
Review direct report's
progress toward completing
objective
Team Learning Objectives
Review certification status

for direct reports
Certification Status
Team Member Cert Status
Review learning
Instructor ELM and/or instructor
evaluations
Measure
Human Development
PeopleSoft Enterprise Measure Development Effectiveness
Plan
Manager Needs
Determine
Line Manager Individual
Development
Goals
Determine
Map Data
Understand Analytics
Elements
Required to Create
Processes Support
Analytics
Processes
Perform Activity-
Based Analysis
Data
Administrator
Post Information to
Performance
Ledger
Create KPIs and Build Business

Measure Intelligence
Human Analyze
Resource Recruiting
Analyst Performance
PeopleSoft Enterprise Perform Activity Based Analytics
EIP
(BUS_UNIT_PF_FULLSYNC):
Send full version business unit
information
EIP
(BUS_UNIT_PF_SYNC): Send
new or changed business unit
Map Data Elements information
Required to Create
Analytics
Review existing
model and
determine if able to Review results of analysis
use for current Object Navigator Review and/or adjust employee
analysis
Review ABM Model Variance Analysis Update Employee Details
Contribution Cost Adjust Employee Resource Data Build Business
Employee
Cube Results Adjust Jobcode to Hire Intelligence
Resource
Review Driver Rates Adjust Object Volume Data Repositories
Review Driver Quantities Identify planning and
Review Transactions simulation criteria
Request analysis of the Review Fragmentation Based on results of
Update Validate data integrity of Define Budget Constraints Create the planning
activity-based model Take appropriate analysis, determine if Review
existing or create No the model Identify Spending Patterns and simulation data
Create ABM Cube action wish to establish new and/or audit?
new model? Validate Model Integrity Setup Activities in Jobcode Run Jobstream
Run Jobstream end-result targets
Create reports for cost Cost Object Volume
objects, calculations, and/or Activity Volume
variances
Object Rate ABM Driver Review and/or adjust ledger
Post Information to
Transaction Cost Rate Ledger resource information
Performance
Capacity Rate Variance Variance Resource Adjust Ledger Resource Data
Ledger
GL Drillback Adjust Ledger to Budget
Object Assignment
Object Contribution
ABM Object
Cost Object Listing
Rates
Object Cost
Yes
ABM Object
Data Variance
Administrator Rates
Copy an existing AB
Copy existing? Yes AM model
Copy Existing Model
Create or update resources
Map ledger expense
Define Resources
Create AB AM data to resources
Describe Work Group Yes
object table Create Ledger Mapping
Create Work/Dept Profile Resources
Create or update Request ABM Rule
Define Capital Charges
model Processing Map Expense Data to
Review objects Create Employee Profile
Resources
Define Model Create Employee Resources
All Objects Create reports to audit setup
Identify Driver Qty
Resources Review drivers Driver Characteristics
Options
Cost Object Target Create or Assign costs Driver Listing Driver Pointer
No Bill of Services
Drivers update? No from resources to Create drivers to assign Resource Target Drivers Driver Quantity
Bill of Services
Activities activities? dollar amounts from one Resource Listing Driver Rate
Activities Drivers
Cost Objects object to another Activity Listing Driver Rate Source
Define Model Creation Create or update activities
Object Details Create ABM Use Define Driver Attributes Activity Target Drivers Inter Bus Unit Assignment
Create ABM Models Describe Common Activities
Create Ledger Maps object table Activities or consistent Define Driver Cost Object Listing Create Drillback Data
Describe ABM Activities Copy Drivers
Request ABM Cost Objects values to assign No Cost Object Target Drivers Define Drillback Levels
Copy Common Activities Define Driver Quantities
Processing costs? Review model to Activities by Department
Activity Volume Define IBU Driver Charctrstcs balance? Resource Listing
Yes Copy IBU Driver Activities by Employee
Review objects
Assign costs Copy Drivers Model to Model Activities by Workgroup
EIP All Objects
from activities Resources Activity Listing
(FINANCIAL_ACTIVITY_FULLSYNC): Yes
to cost Objects Cost Object Target Drivers Activity Fragmentation
Send activity definition to Time and
objects? Delete Drivers Activities Employees by Department
Labor
Delete IBU Cost Objects Employees by Workgroup
Drivers No Object Details Review Employee Survey
Yes Delete Drivers
EIP (FINANCIAL_ACTIVITY_SYNC):
Send added or changed activity
information to Time and Labor Delete drivers?
No
No
Add pointers?

Create or update cost Create ABM drivers
Yes Review Pointer Quantities
objects object table
Define Cost Objects Request ABM Review Transactions
Cost Object Volume Processing Define Pointer

to all Warehouses
Channel Location Select Dimensions for
Object Metadata Search CRM Service/Support
Create or Company Operating Unit Customer Relationship Call Center Case
Update Customer Product (CRM) Warehouse Case Lead
Customer Address Product Category
Metadata CRM Sales Case Type
Customer Group Product Component CRM Common
Add new metadata object Case Source
Customer Segments Product Group Territory Sales User Quota
Record Metadata Case Status
Department Product Node Industry Metrics Records
Record Summary Installed Product
Department Node Product Price Channel Partners Opportunity
Tree Metadata Define how to use the data, Entitlements Definition
Contacts
Setup Tree Compare such as, restrict info, scale Entitlement Plan Header
Sales Model
Process Tree Compare Create rule tables info, or mathematical Group Member Cost
CRM Marketing Sales Team
Decide Review Tree Compare or other mapping calculations for virtual Assess Impact Sales Model Categories
Add New Leads
which action is Review Super Tree Rule Metadata columns of changes Stage Provider Group Cost
Object Marketing List
needed Update Super Tree Table Map Filter Impact Analysis Opportunity Categories
Marketing
Report Metadata Data Map Constraint Header Provider Group
Select Dimensions for Supply Chain (SCM) Warehouse Campaign
User Functions DataSet Sales Forecast Service Level
Marketing
Value objects Expression Competition Solution
SCM Common SCM Cost SCM Production SCM Inventory Campaign Wave
Metric Metadata Information Solution/Product Link
Job Total Metadata Reason Code Cost Element Engineering Change Order Items Channel Activity
Timeframe Period
Balance Rules Metadata Region Code Cost Overhead Rate Code Engineering Change Order Item Type Channel Instance
Validate and compile other Agreement Header
Business Unit Type Cost Version Apprv Item Category Codes Channel Medium
metadata changes, if Agreement Line
Support Team Member Production Operation Times Item Master Header Offer Discount
Delete existing metadata Sales Person Production Areas Family Entitlements
Delete Mass Validate Sales Order SCM Purchasing
Impact Analysis Work Center Group
Identify organization Origin Purchase Order Carrier
Define Transaction Party
specific dimensions, Return Materials Distribution Network Code
Add or update info Create Jobstream Information Track progress, if Matching Rules
Allocations sources, rules, and job
Match Exception Authorization Distribution Network
Yes about the engine needed
associations Vendor Return Header
MetaData Engine Record Suites Voucher
Create Fixed Basis Receiver Header
Records in Jobstream Financial AP Disbursements
Identify records Dimensions
Decide if Temporary Table
suites for a Sources
need to update Rules
Create engine instance, jobstream
engine info Identify temporary Rule Set
identify jobstream Jobstream Record Decide type
table instances Yes Suite Job Association
sequence
No (Application if record suites Load Data into the
Job Meta Data processing, if needed
Load the Operational Data Store Associate Ruleset to Job Role Course Session Cost
Prior Work Experience
Define Data Loader
Review Error
Account Codes Role Competency Employees Define Group
Load operational data store Action Type Position
Create currency conversion Competency of Competency General Demand by
Define and create ETL using ETL maps and Establishment Codes Job Code
Determine rules Types Department
mappings Informatica PowerMart ETL Action Reason Map Job Code Set
Analytics Required Setup shared Identify Rules Define Type of Competency of Comptncy Training History
Setup Code Value tool Standard Letter Code Job Tasks
to Support processing? Create Set of Rules framework? warehouse? Cluster Training Program Job
Setup Load Date/Time Load ETL Session or Batch Duration Group Definition Job Code Task Definition
Processes Associate Rules to Job Cluster Compnt Accomplishment Codes
Setup Job Options Review Job History Termination Reason Map Report Job Code Comp Rate
Review Conversion Messages Competency Rating Description Training Session
Setup ETL Defaults Review Job Summary Job Earnings Distribution
Person Competency Evaluation Vendor Address
Create ETL Load Mappings Review Error Summary Disability
School Vendor Policy Detail
Review ETL Descriptions Integrate with Business Analytic Modeler (BAM) HRMS Absence/Vacation Health and Safety Data
School Education Works Council
Create Absence Class School Type
Rollup Create aggregate HRMS Compensation
Absence Code
information based on Define Define BAM Define BAM Compensation Code
Accounting Absence Type
Business Models and templates models Compensation Deduction Map HRMS Benefits
business unit tress or Employee Time Profile HRMS Salary
Information Units/
scenario trees Templates Define Template Define Models
Vacation Bonus Entitlement HRMS Applicants Compensation Earnings Map Coverage Code Review Factor
Scenarios Applicant Information Compensation GP Pin Map Dependent Data
Business Unit Vacation Plan Review Scale
Scenario Applicant Accomplishment Deduction Frequency Leave Benefit Enrollments Review Rating
Vacation Request
Create aggregated Applicant Competencies Department Budget Ded Dist Stock Plan Rate Code
Decide type Performance Ledger Create/ Applicant Disability Department Budget Earn Dist Benefits Valuation Map Grade
Decide Create/Update Employee Variable Comp
of information Performance Ledger information based on Update Applicants Email Benefits Valuation Map Matrix Percent
if need to... Model Rate Code Group Code
calendars Models Report Increase Matrix
Performance Ledger Variable Comp Plan
Create aggregated General
General Ledger information based
Ledger on calendars Review information Update user
General Ledger Review about models that information and Select dimensions
Checked have been checked recalculate for Financials
Out Models out models warehouse
for E AS
Create business framework warehouse
Setup Account Types Select other
Define Accounts dimensions
Account Nodes
Define Scenarios
Define Models
Technical Scenarios
Review and correct critical

Data errors
Administrator TableSet ID
Record Group
TableSet Control
Critical (PTools)
Performance
Based Analysis
Post Information to
dimension data Ledger
Review and CRM Sales CRM Marketing CRM Support/Service Budget Period
correct? Opportunity Header SFA Leads Call Center Case Channel
Opportunity Close Lead Tasks Call Center Case Detail Company
Retrieve Opportunity Sales Rep Lead Products Case Association Customer
workforce Opportunity Quote Opportunity Products Case Audit Customer Address
analytic data? Forecast Detail Resolution Department
structures
Account Tree
PO Line Assembly Scrap Costs Inventory Receiving Review and correct SCM SCM Purchasing SCM Inventory SCM Production
Tree SCM Production SCM Shipping &
Financials Related Department Tree Engineering Change Order
codes Requisition Distribution Inventory Trans Actual Prod Hrs Receiving
FINCODE Tree Buyer Inventory Item Type Engineering Change Order
Setup Geography ID Map Requisition Line Item Volume BOM Items Qty
Organization Tree SCM AP Purchasing Item Attributes Inventory Item Category Code Apprv
Geography ID Map Report RMA Line Physical Inventory Item SF Receiver Distribution
Geography Tree AP Accounting Entry Purchasing Item Business Unit Item Master Header Production Operation Times
Requisition Ln Delivery Schd Order Line Receiver Line
Industry Tree Voucher Line Item Vendor Location Inventory Family Production Area
RTV Distribution Prod Oper List Routing Ops SCM Common
Job Code Tree Voucher Schedule Purchase Order Inventory Group Work Center
RTV Line SCM Billing Order Schedule Receive Ship Reason Code
Position Tree Payment Origin Purchase Order Inventory Stock
Map compensation codes and Billing PL/Prd Intgrt Header Ship Detail Region Code
Unit Code Tree Return Materials Authorization Inventory Package
plan values Summarize error statistics Production Variances Shipment Fact Business Unit Type
Fact Data Vendor Return SCM AP
Compensation GP PIN Map Review and correct HCM data Sales Order SCM Cost Ship Vendor Govt Cert
Review and edit Complete Workforce Survey Review Workforce Survey setup reports Stock Grant
Review and correct CRM dimension data
Review Job History
Review Job Summary
Demographic
Instrument Event
Instrument Balance
Index Rate HRMS Employee & Job
HRMS Common HRMS Absence/Vacation HRMS Competencies HRMS Compensation HRMS Salary
Income Personal Data
Budget Period Bus Unit Absence Code Competencies Deduction Frequency Review Factors
Instrument Personal Data Details
Establishment Codes Absence Type Competency Types Dept Budget Ded Dist Salary Step
Volume Personal Names
Account Codes Employee Time Profile Competency Hierarchies Dept Budget Earn Dist Salary Grades
Instrument. Ledger National ID Types
Vacation Bonus Competency Cluster Tables Employee Variable Comp Salary Rate Code
Instrument Option Personal Data National
Entitlement Competency of Comp Detail Salary Plan
Instrument Other IDs
HRMS Applicant Vacation Plan Clusters Rate Code Group Code Salary Matrix Percent
Participant Prior Work Experiences
Applicant Information Vacation Request Accomplishments Variable Comp Plan Salary Increase Matrix
Interest Rate Employment
Applicant Vacation Service Rate Accomplishment Clusters
Instrument Status Position
Accomplishment Values Role Competencies
Instrument Swap Job Code HRMS Training
Payment History Applicant Competencies Role Accomplishments
Job Task Courses HRMS Workforce
Treasury Position Applicant Disability Competency of Roles
HRMS Benefits Job Code Task Definition Course Expenses Analysis
Applicants Email Competency Rating
Dependent Data Job Code Comp Rate Course Instructors Absence Class
Descriptions
Leave Benefit Job Earnings Distribution Course Sessions Employees
Person Comp Evaluations
Enrollments Disability History General Demand
Course Goal-Competencies
Stock Plans Injury Illness Training Session Role
School Types
Works Council General Demand by Dept Role Accomplishments
Type of School Codes
Entitlements Definition Training Program Job Role Competencies
Dimension Data dimension School Educations
data Codes Role Tasks
Vendor Address Role Task Definition
Vendor Policy Detail Role Task-
Accomplishments

update models Map Ledger Data
Create Error Log Report
Ledger
Mapper
Map Data Elements Create or update
Required to Create metadata
Analytics
Posting
Method?
Yes
Create engine
Perform Activity- instance, identify job
Based Analysis All Create or update stream processes ,
Other metadata? and run sequence
No Yes
Assign rules, define Create Create aggregate
Review assignment Create
basis and target of the assignment rule info based on
processing results or update
assignment groups business unit trees
Rules jobstreams?
Value Object RuleSet or scenario trees
No Yes
Associate ruleset to Update scenario
a job for ledger mapped
Data Job Association method? No Move data into the
Administrator performance journal table
Processing Messages
Unpost data to
ledger
Unpost Ledger
Unpost Ledger
(ADB) Review
Review and /or Yes
Post data to performance ledger
Edit journal entries correct errors Identify tolerances
Set Create AB AM object Re-edit Performance Ledger Posted in information
No Edit Journals Correct Errors No for editing
tolerances ? table corrected data Post Ledger error? Review Ledger
Edit Journals (ADB) Correct Journal Details Yes Job Total Metadata
Post Ledger (ADB) Yes
Errors (ADB) No Balance Rules
Metadata
Review?
Yes
Identify tolerances No
Reconcile
for editing Re-edit journal Reconcile balances
balances over Yes Set tolerances? No
Yes Job Total Metadata entries Reconcile Balances
time?
(ADB)
Clean up journals Build

Request Clean up Business
Request Journal Intelligence
Clean up (ADB) Repositories
Review results View information

My Profile about scorecard
Scorecard at a Glance Review personal components and KPIs
Employee KPIs by Perspective My KPIs
Strategy My Manual KPIs
KPI List Manual KPI View assessment View performance
KPI Exceptions Search results, and a bar chart results by category
Search Portfolio KPI Query of KPI performance Perspective
Search Detail by ST KPI List Chart Assessment
Search Summary by ST
EIP
(KP_KPI_ASMT_FACTS): Assess scorecards and
Calculate and assess KPIs Publish KPI information create notifications
Application Calculate and Assess KPIs Run Jobstream
Administrator Review Error Messages Run Multiple Jobstreams
KPI Operands Datamap Assess Scorecards
KPI Expressions Apply Manual
Assessments
Send Notifications
Review and finalize

scorecard
Set Targets
KPI Compare
Create KPI reports
Create KPIs KPI and Calc by Model
Build Business
Create KPI KPI, Target Rules by Model
Identify basis for Key Create the scorecard Intelligence
Definition KPI by Perspective
Performance Define Scorecard Details Repositories
Cause and Effect KPI Detail
Indicators (KPIs) Identify Assessment Groups KPI Target Rule Values
Calculation Rules
Data Elements Associate Related KPIs KPI Data Element Values
Objects
Calculations Set Targets
Target Rule
Actions Assign Calendar to Scenario
Options
Activity
Data Weight Scale Create scorecard reports
Map Data Elements Assessment
Colors Scorecards by Strategy Tree
Administrator Required to Create KPI Definition View Scorecards by KPI
Analytics Scorecards by Assessment Group
Create portfolios to Strat Component by Perspective
Setup Portfolios
No
Yes
Determine Strategic
Initiatives

Time Dimension
Fact Variables

Time Dimension
Account Tree
Account Nodes
Setup shared data

DataMart Definition
Dimension
Setup a customer relations
Application Element Load operational
(CRM) datamart
Fact data store using
Administrator Map Campaign Metrics Build the data marts
Hierarchy ETL maps and Type of
Time Dimension Activate Build Components
Metric Permissions Informatica data mart?
CRM Fact Source Build Data Mart
Metric Metadata PowerMart ETL
Value Ranges
Report Metadata tool
Territory Tree Data
Review Data Mart
Review Elements
Review Hierarchy
mart
Time Dimension

Data Mart Variables
Workforce Group
Workforce Group Set
Time Dimension
Create KPIs and

Measure
Performance

Administrator Based Analysis
Post Information to
Performance
Ledger
Human Analyze
Performance
Analyst
PeopleSoft Enterprise Reward
Plan Measure Reward

Rewards Effectiveness
Compensation
Manager
Award Salary Analyze Total
Increases Compensation
Award
Line Manager Performance
Incentives
Stock Manage
Administrator Stock Plans
Manage
Benefits Benefits
Administrator
Manage
Benefits
Enrollment
Pension Manage
Administrator Pension
Award Sales
Sales Incentives
Compensation
Administrator
PeopleSoft Enterprise Plan Rewards
Define Rewards Create Create

Measure Reward Award Salary
Goals and Compensation Compensation
Effectiveness Increases
Measurements Strategy Plans
Compensation
Manager
Create
Variable
Compensation
Award
Incentives
Sales Create Sales

Award Sales
Compensation Compensation
Incentives
Administrator Plans
Pension
Pension
Administrator
Benefits Plan Manage

Benefits Benefits
Administrator
Stock Plan Manage

Stock Stock
Administrator
PeopleSoft Enterprise Define Rewards Goals and Measurements
Compensation Create
Measure Reward
Compensation
Manager Effectiveness
Strategy
Human Define strategic

Resource goals and
Manager measurements
View scorecard,
Maintain KPI Review KPI results Details by Strategic Thrust
components, and
values My Profile Portfolios Review personal KPI
KPI info
Enter KPI Value Single KPI, Hierarchical Dim KPI List information
My Favorites View performance
Enter KPI Targets Single KPI, Single Dim Member Portfolio KPI Analysis My KPIs
results by category
My Manual KPIs Scorecard at a Glance Portfolio Scorecard Analysis My Manual KPIs
Employee View assessment Perspective
Strategy Strategic Thrusts Detail Filtered List
results and KPI Assessment
KPI Analysis View Available Analysis Paths View/Modify KPI Dashboard
performance
Strategies by Perspective KPI Compare
KPI List Chart
Calculate and assess KPIs Assess scorecards and create

Calculation and Assessment notifications
Action Notification Scorecard Assessment
EIP Manual Assessments
(KP_KPI_ASMT_FACTS): Error Messages
Application Run Workforce Groups Jobstream KPI Action Notifications
Publish KPI information Error Messages
Administrator Run Competency Strategy
Run Jobstream Run Workforce Groups Jobstream
Run Multiple Jobstream Run Competency Strategy
Run Jobstream
Run Multiple Jobstream
Identify supporting objects

Create KPIs Maintain and migrate KPIs Create KPI reports
for Key Performance Create the
KPIs Expressions KPI by Strategic Initiative
Indicators (KPIs) scorecard
KPI Families Operands Data Map KPI and Calc by Model
Data Elements Define Scorecard
Cause and Effect Audit EPM Objects KPI, Target Rules by Model
Calculations
Create Calculation Rules Compile Metadata Changes KPI by Perspective
Actions
Goals Define KPI Targets KPI Detail
Activities
Target Rule KPI Target Rule Values
Assessments
Dimension Members KPI Data Element Values
Assessment Colors Create portfolios to compare
Composite KPIs
Assign Calendar to Scenario scorecards to others, if
KPI Package
System Options needed Action? Plan Stock
Create KPI Migration Utility
Weight Scales Define Portfolio
Measurements Component Ranking Create scorecard reports
No Opposite Component Rank Scorecards by Strategy Tree
Human Identify strategy components Dim Member Selection Rule Scorecards by KPI
Strategy Tree Strat Trees w/ Non-Term KPI
Resource Strategic Components
Special projects
or actions? Scorecard Assessment
Analyst Strategic Comp’s KPI Set Strat Component by Strat Init
Plan Benefits
Cause and Effect Set Yes Strat Component by Perspective
Identify strategic initiatives Strat Component by KPI
Strategic Initiative Strategy Tree w/ Dup KPI
Plan Pension
PeopleSoft Enterprise Create Compensation Strategy
Define Rewards
Compensation Goals and Create
Create Variable
Manager Measurements Compensation
Compensation
Plans
WFA Market
Comp
Scenario
Define the market

Create the market Review and analyze Review calculated market
compensation scenario Define market Choose company's Compare current pay
The scope of this model Define market Specify models that compensation scenario compensation data and Approve the market
and calculate weighting rules compensation structures with new targets
has changed from both Define Market Compensation compensation models comprise the scenario scenario Review Market Scenario establish target market rates compensation scenario
regressions Setup Weighting strategies for Review New Market Rate
the prior Process Modeler Setup Market Model Setup Market Scenario Run Market Scenario/Fit to Structure Calculate Jobcode Slotting Approve Market Scenario
Calculate Salary Rules benchmark jobs Review Salary Plan Gap
and HCM 8.8 version. Scenario Weighting Rules Establish Target Market Rates
Regression
Please verify that
Retention and Forecast
Comp for FRA should be
Review and analyze structure
on this model. Create or revise base pay
Review Structure Gap to
structure Publish base pay implementation
Market Approve base pay
Create Job Class strategy
Create or Revise Base Pay Structures Job Class Definition structure
Create Base Pay Approve Pay Structure
Grade/Step Definition Approve Pay Structure
Structure Approved Pay Structure
Need to Assess Impact of Grade Assignment
Assign Pay Grades
Establishing New Line of Business Proposed Pay Structure
or Business Strategy
WFA Retention
Scenario
Compare company
metrics with other Yes
company's metrics Analyze and review
for benchmarks scenarios
3rd Party Integration Create retention strategy
Risk Rule
Setup Retention Factors Define the Create the
Risk Factor Need to Approve scenario
Create Workforce Setup Risk Rules retention model retention scenario
Action? Value Rule adjust No Approve Retention
Retention Strategy Setup Value Rules Setup Retention Run Retention
Cost Rule scenario? Scenario
Setup Cost Rules Models Scenario
Analyze reports of current Decision Rule
Setup Decision Rules
workforce performance Retention Model
results Review Retention Scenario
Organizational Effectiveness
Compensation
Human Resource Structure
Management Investment Yes
Training and Development
Benefits WFA
Health and Safety Compensation
Recruiting and Staffing Scenario
Service Profile Yes Review and analyze
Separations Create simulation compensation results
Workforce Movement Create Create workforce model to identify Create workforce Data Elements
Create compensation scenario
Compensation Hiring Expenses Compensation Base scenario
Yes
simulation rules financial impact of simulation scenarios Create compensation
rules
Create Goals Matrix Define a compensation strategy
Analyst Healthcare Factor Strategy on future data? Setup WF compensation Run Workforce scenario strategy compensation Compensation Model and budget Approve the results and
Setup Base Pay Rules Adjust
Workers' Compensation Simulation Rules Setup WF Simulation Simulation Setup Data Elements scenario Merit Matrix Load Compensation ACE Model publish messages so other
Adjust rules? No Setup Variable Pay Rules compensation No
Model Setup Goals Matrix Run Payout Rules Review Compensation ACE applications can subscribe
Setup Other Pay Rules scenario?
Setup Merit Matrix Compensation Compensation Rules Scenario Run Scenario Approval
Setup Frequency Details
Setup Payout Rules Scenario Review Data Elements Alter Compensation Scenario
Setup Compensation Model
Review Merit Matrix
Assess validity of Review Pay Rules
simulation Review Compensation Scenario
Workforce Simulation
Rules
Define compensation
increases and related
increase codes
Compensation Increases
Identify headcount
increase and decrease
details
Create forecast setup Headcount Decreases Review historical
Forecast reports FRA Define standard hours, Calculate Review a
Associate rate Define Headcount Increases Define details of a Create compensation
Compensation Rate Codes w/out and frequency by compensation forecast comparison of Optionally purge
codes with No compensation compensation compensation Scenario forecast reports
FRA Class Rpt period based on criteria selected scenarios Yes scenario history
classes? events? forecast scenario scenario matches budget? Forecasted
Forecasted Working Schedules Forecast Scenario Purge Scenario History
Scenarios Review Scenario Compensation Rpt
Compensation Rpt Define specific incentive Compensation Comparison Rpt
History
details, e.g. people,
average amounts
Incentives
Yes No
Define promotion
information
See "Create Compensation
Promotions
See "Create Compensation
Plans: Define Base Plans: Define Base
Compensation Structure" Compensation Structure"
Define seniority and

calculation frequency
Seniority
Sales
Create Sales
Compensation
Compensation
Administrator Incentive Plans
PeopleSoft Enterprise Create Compensation Plans
Create Create
Compensation Compensation Compensation
Manager Strategy Strategy
Provide salary structure

Translate information to FMS and SCM
compensation Define additional Create, review, or EIP (AM): Salary Structure View a summary of the salary,
strategy into Select or modify Map new Populate the
sources of total Modify or create Comp update a reporting EIP (AM): Salary Plan grade, or grade and step
tactical roll up categories compensation reporting Use PeopleSoft's Specify the minimum, maximum, and
Total compensation data, IDs to fit the company's plan and Duplicate your Security structure for each plan
compensation that reflect your IDs to their groups that you Cube Manager to midpoint rates for salary grades
Compensation such as ad hoc compensation Tree or associate a tree Tree to create a No USF? No Salary Structure Summary
goals and organization's compensation define define dimensions Define Salary Grades
Reporting employee or ad hoc for ad hoc employee or and group IDs to a Department Tree Salary Structure
measurements compensation sources Create and instances for Define Salary Grades USF
Structure organization awards organization awards reporting plan Total Comp Dept Tree Salary Grade
plan Compensation Reporting OLAP reporting Provide salary structure
Compensation Compensation ID Total Comp Salary Grade/Step
Roll-up Category ID Groups information to EPM
Source Reporting Plan
Compensation EIP (AM): Salary
Define the common Create Structure WFA
Analyst characteristics of the percentage
Create/update salary plan increase
Define
Action? compensation Define Salary Plan matrix?
Salary Plans
groups? Define the salary
Rate codes represent pay Create groups of pay Associate individual rate codes
Specify which Job record component defaulting
components in pages and when components (represented by with rate code classes. These Provide salary matrix
Define Base fields are available to rate rules for each field Establish the minimum and maximum
configuring compensation rate codes) to be used as a classes limit the search for rate information to Retrieve OPM Salary Information
Compensation code defaulting rules selected in the Defaulting percentage increases permitted for
packages in the compensation subset of a compensation codes on the pages throughout Yes subscribers - Import a file of OPM containing
Structure Rate Code Defaulting Options page each review rating by position in range
record package the system EIP (AM): Salary Matrix Yes updated salary information into
Options Rate Code Defaulting Define Salary Increase Matrix the PeopleSoft salary tables
Comp Rate Code Table Rate Code Groups Rate Code Class Table
Rules
Load Salary Tables USF
Set up group definitions and View which individuals

group build process details Delete the results from all of
No belong to multiple groups your groups from the Group
Group Build - Group Definition Group Overlapping Yes
Group Build Records and Fields Result Table
Unusable Group Results Purge
Create Groups Create groups Setup View the status of complex

of Employees for based on existing No membership View and sort the members of
groups that have been sent Delete (purge) the results of a
Compensation Plans hierarchy? criteria? Define criteria for group the groups that you've built on
Review? to the process scheduler Delete/purge? previous version of a group
Yes membership the Group Build pages Yes
Complex Group Results from the Group Results Table
Group Criteria Group Build - Group Definition
Summary Group Results Purge
Create new groups that

correspond to your existing View the members of a Define group security
Yes company, setID, and particular group Security by Group
No
department structure Group Membership Security by Operator
Group Build from Co./Dept. Group Security Default
Review FBT motor vehicle statutory

Define FBT Motor percentage information, e.g., the kilometer
Define the Specify the level of Link salary
contributing Vehicle thresholds and the corresponding statutory
Create pay calendars for salary liabilities package Define a standard collection of packaging
Human Specify the nonpackaged earnings salary package Statutory percentages used in determining the
packaged employees in specific pay associated with remuneration in components that are automatically additional Define package
and deductions elements to appear components and Percentage taxable value of a motor vehicle
Resource Yes
groups for use in package modeling to
on the Package Summary after each of your which to include defaulted into package model components rules to validate the
define expense Review FBT Stat Vehicle Rate
Specialist determine the budget values on the salary packaging Total Package Value records for employees or with package models
expense have been calculated details for salary
employee's package components (TPV) or Total applicants components Package Rules
Included Earnings/Deductions packaged
Create Define Pay Calendar GP Additional Employment Cost Package Template Package Specify the payroll tax percent
components View the FBT and GST rates for Australia,
Salary Salary Using Global Components (TEC) Components rate for all states where
Action? Package FBT and e.g., the GST percentage and rate for the
Packaging Packaging Payroll? Additional Yes employees in a specific Review?
Components GST Rates calculation of Fringe Benefits Tax (FBT)
Australia AUS Create and schedule pay calendars Components company are located
Review FBT/GST Rate Table
for salary packaged employees in State Payroll Tax Rates
specific pay groups for use in
No package modeling to determine the Using Global View FBT statutory interest rates, e.g., the
budget values on the employee's Payroll? statutory percentage rate used in the
package
Select and enroll the FBT Statutory calculation of interest payments for
Pay Calendar HR
Enroll employee into a salary Define tax scales used in Interest Rates depreciation of motor vehicles and low
Employees package No package calculations interest loans
Enroll Salary Package PAYG Tax Scales Review FBT Stat Interest Rate
Create packaging reports
Define and review potential
Model and Assign Packages Due for Review
employee salary package
Salary Packages Action? Package Models
models
AUS Package Details
Employee Salary Package
FBT Reconciliation
Remove an employee from

De-Enroll enrollment in a salary
Employees package
De-Enroll Salary Package
PeopleSoft Enterprise Create Variable Compensation
Compensation Create
Manager Compensation
Strategy
Set up group definitions View which individuals Delete the results from all of
No Group Build - Group belong to multiple groups your groups from the Group
Yes
Definition Group Overlapping Result Table
Unusable Group Results Purge
View the status of complex

Create groups View and sort the members of Delete (purge) the results of a
Setup Define criteria for group groups that have been sent
Human Yes based on existing the groups that you've built on previous version of a group
No membership Yes membership Review? to the process scheduler Purge results? Yes
the Group Build pages from the Group Results Table
Resource hierarchy? criteria? Group Criteria Complex Group Results
Group Build - Group Definition Group Results Purge
Specialist Summary
Create new groups that View the members of a Define group security
correspond to your existing particular group Security by Group
Yes company, setID, and No
Group Membership Security by Operator
department structure Group Security Default
Group Build from Co./Dept.
Create/update
compensation Name and describe generic Define goals for each
groups? Define goals for the Define default goals for
goals to use with variable group and assign
Goals Weighted Goals organization and individuals within groups
compensation plans weights
for Groups assign weights and assign weights
Goals Plan Goals with
Plan Goals w/ Groups Plan Goals with Groups
Groups
Define units of non-monetary

and stock awards and assign Define the steps of the Define the payout Assign the scores that
Valuations Assign payout formulas
a currency value for one unit. goals matrix for each formula for each step correspond to the
at the target, minimum, Matrix Goals
Valuations Payouts group in the matrix matrix steps
and maximum levels for Groups
for Groups Plan Goals with Plan Goals with Plan Goals with
under the plan Determine the
Groups Groups Groups Fund the
Plan Payouts w/ Groups expected total
Define a variable Identify plan as "funded" VC Plan
Define the formula Define plan dates, earnings Specify the method cash outlay
Compensation Define Create a tree Define Group compensation plan type, Define Variable Comp Plan Plan
to calculate funding code, payout periods, and of administering plan under the plan
attributes for for each group hierarchy and Tree Security e.g, monetary, non- Need Funding
Analyst No and award Group Tree specifics related to the plan membership Using proration? No Define goals for the Define default goals for Budget
specific plan attach groups as tree nodes Group Tree monetary, stock, or other to identify?
allocations type Define Variable Weighted Goals organization and all individuals within the
types? Tree Changes panel for BC Security Define Variable Comp Need to create?
Payout Formulas Define Variable Comp Plan Comp Plan for a Plan assign weights plan and assign weights
Plan Assign payout formulas Plan Goals Plan Goals
at the minimum and
Payouts
Define ranges of eligible maximum levels under
Yes for a Plan
Percentage days and associate a the plan
Prorations percentage with each range Plan Payouts Define the steps of the Define the payout define the goals within Assign the scores that
Percentage Proration Rules Matrix Goals goals matrix for the formula for each step the matrix and assign correspond to the
Define proration for for a Plan plan in the matrix goal weights matrix steps
a prorated plan's Plan Goals Plan Goals Plan Goals Plan Goals
payout periods
Create schedules assigning Prorate Periods
Proration Workday a factor to each day of the
Schedules week
Goals Not Needed for Plan
Workday Schedules
Award
Line Performance
Manager Incentives
PeopleSoft Enterprise Create Sales Compensation Incentive Plans
Create
Manager Strategy
Create or update
compensation structure
Compensation Create Comp Structure
Structure Clone Comp Structure Define rules and
Maintain Compensation calculation logic for
Structure Incentive
incentive plans
Calculation
Add a Template
Templates
Clone a Template
Create reference objects Update a Template
and reference object Create or update Associate plan/ Define and
Setup pay
groups configuration for participants to schedule system
Define or advances based
Sales Define Reference Customers compensation compensation incentive Award Sales
update on incentive
Action? Compensation Create? Objects Geography structure structure processing jobs Incentives
Compensation Incentives Industry View Plan
existing?
Maintain Comp Maintain Jobs
compensation
Administrator Maintain Draws
Products Participants Structure Schedule Jobs
Reference Objects
Channel Configure incentive
Loaded from
Source Systems plans
Incentive Add a New Plan
Load Identify participants and Plans Clone Plan
Operational participant groups View/Update
Participant
Data Store View Plan Participant Existing Plan
Participant Groups
Load
Need to Load Reference Objects
Operational
in the Operational Data Store
Data Store
Need to define Reference Load

Object Mapping and Operational
Load Reference Objects Data Store
Configure process
for loading EIM Define processing
Configure EIM report repository steps (jobs) used
Technical Define transaction engine and General EIM in incentive
Specialist configuration schedule jobs Engine calculation
Define Need to Create ETL Maps Step Definition Configuration Report Repository
Base Catalog
Compensation Action? Define Metadata for EIM Transaction Data EIM Engine Loading Config
Object Catalog
Incentives Process Scheduler
Formula Catalog
Variable Catalog
PeopleSoft Enterprise Plan Benefits
Compensation Define Rewards

Goals and
Manager
Measurements
Add plan specific attributes to

Review benefit plan structure
benefit plans
reports Identify deduction codes to
Identify benefits provider contact Identify internal Define benefit Health Plan Table
Define benefit Benefit Plan
Benefits and policy information, and Benefits administrative deductions Health Coverage Codes support flex credit
plans Benefit Program Yes
Administrative eBenefits options contacts Deduction Table Company Car Plan Table Deduction Table
Benefit Plan Provider/Vendor Listing
Information Provider/VendorTable Administrative Deduction Table Life and AD/D Plan Table Deduction Table (NLD)
Table Life and AD/D Plan Table
Provider/Vendor Listing Contacts (NLD) Life and AD/D Coverage Groups
Disability Plan Create
Disability Plan Table
Savings Plan earnings codes
Savings Plan Table Yes Deployment
Leave Plan-Basic Attributes for leave
Leave Plan Table Provide flex
Leave Plan-Accrual and Bonus accruals?
Define dependent relationship FSA Benefits Table credits?
Flexible Spending Account
Dependents type Retirement Plan Table
Pension Plan-Canada-Basic
Dependent Relationships Table Pension Plan Table Identify credit allocation
Pension Plan-Canada-Rates
Pension Plan Table CAN Using hierarchy for maximizing
Pension Plan-Canada-Limits
Vacation Buy/Sell Table No No Canadian Yes outcome of variable taxation
Retirement Plan
Vacation Plan Payroll? of benefits (CAN)
Create rules for how HR actions Vacation Buy/Sell
FEGLI Code Table (USF) Credit Allocation Table
Multiple impact primary job, benefits and
Jobs Options deductions
Multiple Jobs Options
Identify the event Identify the start Identify event
Identify postal code ranges for Identify types of events Identify information to Identify benefit plans and
Define age, service, hours, rules ID, description, and end dates for rules for the
Define home or work locations to refine to be administered, Review event rules describe events that are deduction classes toward
Define criteria for benefits and FTE eligibility ranges, and specify basic coverage, processing of
Compliance Automated eligibility criteria for plans such special attributes, reports not initiated by data which credits can be applied
compliance testing and specify eligibility criteria event rules for each deductions and Benefits Billing
Testing Benefits as health plans priority, and availability Event Rules entry but take place over Excess Credit Calculation
Nondiscrimination Rules Eligibility Rules Table associated event flex credits Enrollments No
Processing Geographic Location Elig Table to self-service Event Rules-Billing time
Eligibility Rules class Event Rules Event Rules
Geographic Locations Event Class Table Passive Event Definition
Event Rules Table Table Table
Define filling period dates
Define parameters for benefits
Define? for benefits and COBRA
Benefits Billing billing frequency and calculations
Define Calendar
Billing Parameters Identify benefits regulatory limits
Calendar Report
and the deduction codes subject
Regulatory
to the limits
Limits
Identify internal administrative Define or review COBRA Limit Table
COBRA contacts for COBRA qualifying event rules Limit Table (rpt)
Benefits Administrative Contacts Event Rules
Administrator
Define Family Medical Leave

Family Medical plan attributes Define open enrollment ID,
Define service steps for
Leave Act FMLA Plan Table Employee period dates, description
Coverage rates, or savings contribution Decide if Open
FMLA Plan Table Report Service Steps and select the benefit
rules? matching need to? Enrollment
programs to be included
Service Step Table
Open Enrollment Definition Identify a benefits Create processing
Identify the groupings used to administration system (BAS) schedule and specify Review schedules to Setup the printer
Flexible segregate the employee Identify paycheck and direct Identify the program group ID to be used in order to who is processed during ensure that there are no controls for creating
name, status, description, Type of
Spending population for automated FSA deposit advices forms assign participants to a the run and how they are employee overlaps enrollment forms
and high level COBRA, processing
Accounts processing Check Form Table Create coverage and deduction Create processing schedule processed Schedules Online Printing
Coverage and FSA, FMLA, and needed?
FSA Run Table calculation rules Group Identification Table Schedule Table
Deduction eBenefits attributes
Calculation Rules Table Define a snapshot ID,
Calculation Rules Benefit Program Table
Calculation Rules period dates, description
Record specific company
Define company car tracking Snapshot and specify the benefit Note: At least one schedule must be defined
car details and
Company information programs to be included for Open Enrollment and another for Event
maintenance history
Cars Car Model Table Identify the plans to be Identify the cost structure Snapshot Definition Maintenance.
Car Data Define benefit rate data
Car Management Location associated with the benefit associated with each benefit
Car Pool & Maint Benefit Rates
Benefit Rates Create, program and details such plan (deduction codes, rate
Benefit Rate Table Create Benefit Update as coverage codes, information and calculation
update or clone
Benefit Rate Types Programs deduction information and rules)
Define company car engine and Create report summary program?
Company emissions details - UK information about all of the COBRA Benefit Program Table
Cars - UK Define Emissions Data cars in the company's fleet Benefit Program Table Benefit Program Costs
Define Engine Type Create List of Cars
Identify the rules that Create a copy of an Review program-level information

Create the text that is displayed control life events process existing benefit along with the plan- and option-level
in the self-service enrollment for the Marriage, Divorce, Clone program with new structure (coverage levels and Manage
eBenefits Existing effective date deduction codes) Benefits
form Birth and Adoption life
Enrollment Setup events Benefit Program Clone Benefit Program
Life Event Rules Utility Benefit Program /Plan/Options
147
PeopleSoft Enterprise Plan Stock
Define Rewards
Compensation Goals and
Manager Measurements
Create Reports
Link the stock to Stock Agent Report
Define participant Specify expected
Associate stock Specify the financial be valued, the Stock Branch Report
Specify brokerage Create Reports Create Stock groups for stock rates for volatility,
Identify Exchange, Agencies accounting standard Specify black out valuation method, and Tax Rules Stock Details Report
Identify transfer and firms/branches that will Identify stock Governing Body Rules Rpt Define stock Define your fiscal Agreement ID processing, risk-free interest, and
Define Regulatory Identify Stock Exchange on and Brokerages to that is appropriate to periods and the Estimate ID that Stock Tax Types Stock Exchange Report
escrow agencies handle the stock FMV methods Create stock ID Exchange Table Rpt attributes year calendar for Information reconciliation , and expected dividends
Foundation Requirements which company stock is traded stock your organization ; individuals represents the volatility, Stock Country Tax Stock Agreement Report
Transfer/Escrow Brokerage Table FMV Method Stock Table Transfer/Escrow Agency Rpt and rules a stock ID Stock Agreement reporting for use by the Black-
Rules Governing Body Exchange Table Stock Agent Table either FAS 123 or APB impacted interest rate, and Stock State Tax Stock Legend Report
Agency Brokerage/Branch Table Brokerage Table Rpt Stock Details Stock Fiscal Year Table Process Group Scholes pricing model
Rules Stock Branch Table 25 Stock Blackout dividend rate, and the Stock Local Tax Stock Blackout Report
Table FMV Method Table Rpt Stock Legend Table Process Groups and update for values
Stock Exchange Table Stock Table volatility type Stock Fiscal Year Report
(rpt) Estimate Table
Valuation Table Process Groups Rpt
Tax Information Report
Expire variable comp plan

Process and return the share to the Note: See "Reward " to
Expired stock plan allocate funds from the
Note: See "Reward" to Allocate stock to variable
VC Plan Expire Variable Comp Variable Comp Fund to the
Yes define a stock plan as a comp stock fund
Plans Variable Comp Stock Plan
variable compensation plan Variable Comp Allocation
Decide and to allocate stock
Options awards
what action is
Plan Define how stock option
needed Define and allocate shares Define general plan options Define payment Define rules to Define FMV and Define the
Register plan Define the vesting plan processes change Decide
Determine Determine the to treasury, stock classes such as types allowed, and income account for non-trading day various reasons
Obtain with schedules used based on HR status if stock will
Create the design number of shares and Stock Plans governing body, transferability, methods for a reacquired or rules for a stock you grant stock
approval from appropriate for granting stock changes be provided as
Plan Info of the stock to place in the Stock Treasury Table exercise before vest, and stock option plan unissued shares option plan options Create stock option reports
shareholders federal and options Stock Action Table variable
Decide option plan stock option pool Stock Class Table repurchase alternatives Stock Option Stock Option Stock Option Grant Reason Stock Treasury Report
state agencies Vesting Schedule Stock Action Reason Table comp
Stock Plan Table Stock Option Plan Rules Plan Rules Plan Rules Plan Rules Table Stock Allocation Report
Stock if need to create/ Create/Update Stock Acton Rules
update options or Stock Plans Stock Plan Report
Administrator No Manage Stock
purchase Grant Reason Report
plan Info Stock Option Plan Rules Report
Define the number of months Vesting Schedule Report
participants must hold the Tock Class Report
Identify the valuation plan Yes
Associate the stock ID to a benefit Define the purchase rules stock before they sell it Define offering period begin
type that is appropriate to a Define the FMV rules for Define the offering and
Define stock pan plan ID and define plan details, of your plan, such as Define the Decide Stock Purchase Plan Rules and end dates, grant dates Define stock Create stock purchase plan
specific stock purchase plan offering begin, grant, and purchase period lengths as
Decide Purchase and allocate shares such as governing body, offering purchase price calculation contribution rules if need within an offering period, and purchase reports
and indicate if the plan is purchase FMV. Specify how well as any applicable
what action is Plan from Treasury type, and when participants can and share and price Stock Purchase disposition purchase period begin and end processing Stock Purch Plan Rules Rpt
considered compensatory to handle nontrading days company limits
needed Stock Plan Table enroll rounding rules Plan Rules rules dates messages Offering/Purchase Periods Rpt
Note: The Stock plan ID must match what was according to FAS 123 Stock Purchase Plan Rules Stock Purchase Plan Rules
Stock Purchase Plan Rules Stock Purchase Plan Rules Define reasons for holding a Offering/Purchase Periods Purchase Msgs Hold Reason Table Rpt
setup for the stock purchase plan by the Benefits Stock Purchase Plan Rules
No purchase Review Offering Periods
Administrator on the model titled " Plan Benefits"
Hold Reason Table
Calculate and
review stock
balances
Review
Option Plan
Stock Balances
Purchase Plan
Treasury
Class
Indicate stock ID and

Identify parameters and
split ID and request
request process to View stock split
process to split stocks
Split Stock create stock split report information
with a status of
to reconcile balances Stock Split Report
unprocessed
Define Stock Splits
Process Stock Split
PeopleSoft Enterprise Award Salary Increases
Award Individual
Line Manager or Group Merit
Increases
Award Budgeted
Group Salary
Increases
Create Merit, Step

Plan Review Salary Create Salary Measure Reward
and Retroactive
Rewards Information Increase Reports Effectiveness
Increases
Analyze Total
Compensation
Create Increases -
JPN
Compensation
Manager
Create Increases -
USF
PeopleSoft Enterprise Award Budgeted Group Salary Increases
Compensation Review Salary Create Salary

Manager Information Increase Reports
Calculate requested/current
budget totals and total
Yes
increase per rate code
Calculate Group Budget
Compare available group

Create group budget for
Calculate Compare budgets and review
salary increases No
No for large budgets? variances
Create/Approve Group Compare Group Budgets
groups?
Budget
Define default budget, Review requested and

salary plan, and current budget totals
Refresh No
controls anniversary Create/Approve Group
Define Budget dates? Budget
Defaults
Compensation Refresh employee

Yes anniversary dates
Administrator
Refresh Anniversary Date
Yes
Review and adjust Approve employee

Review budget totals and make Update subtotals and grand total Update employees' job and
Make budgeted increases by increases
updates No of planned salary increases compensation information
Modifications individual Assign Group
Create/Approve Group Budget Assign Group Increases Load Group Increase
Assign Group Increases Increases
Make
changes? Create
calculations for
large
groups?
Review budget totals and submit
Submit
budget for approval
for Approval Apply budgeted increases by
Create/Approve Group Budget
Yes employee group
Calculate Group Increases
Compensation Review and approve budget

Approval and associated salary plan
Create/Approve Group Budget
Authority
PeopleSoft Enterprise Award Individual or Group Merit Increases
Compensation Measure Reward Analyze Total

Plan Rewards
Manager Effectiveness Compensation
Request overtime
Request Overtime
Request Overtime CHE
(Switzerland)
View Overtime CHE
Employee
Request Employee
Overtime CHE
Overtime (Switzerland)
Request Employee
Overtime CHE
Apply approved merit

Create request for an Verify that the salary
Identify change to salary increases for individual
Salary Increase employee merit increase change request has
package components employees
Without Budget Request Salary Change been submitted
Request Salary Change Request Salary Change
(Hidden) Request Salary Change
Create request for a group Review and apply proposed Verify that the budgeted View status of salary
Apply merit increases for a change request
Review compensation summaries merit increase based on a change to an employee's salary salary increase has View status of budgeted
group based on approved View Salary Chg Sts
Line Manager View Compensation History Salary Increase budget package components been submitted salary change request
Request? budget (Hidden)
Compensation History (Hidden) With Budget Request Budgeted Salary Request Budgeted Salary Request Budgeted View Budgeted Sal Chg
Request Budgeted Salary
View Total Compensation Change Change Salary Change Status
Change
Group Sal Chg Mgr B Group Sal Chg Mgr B Group Sal Chg Mgr B
Create request for an ad

hoc salary change
Ad Hoc Salary Changes
Request Ad Hoc Salary
Change
Review, approve or deny salary

increase
Approve Salary Change (Hidden)
Review, adjust and approve Approve Ad Hoc Salary Change
budgeted increases by individual View Ad Hoc Salary Chg Status
Approve Budgeted Salary Change
Compensation Group Sal Chg Appr B
Approval Group Sal Chg View B
Authority
Approve employee overtime CHE
Approve Employee Overtime CHE
View Overtime Status CHE
PeopleSoft Enterprise Create Merit, Step and Retroactive Increases
Automatically move employees to the next

salary step when they have completed the
Automatic Step required time in the current step
Automated Step Increment
Automated Step Increment EG
Define merit increases Define selection criteria for Assign and approve merit
Load approved merit Report merit increases Review employee
for employee review a group of employees used increases for a group of
Review Salary Type of increases to Job Data for and their status for a appraisal history Create Salary
Compensation Merit results of calculation to select eligible review employees based on their
Information Increase? a group of employees group of employees Review History Increase Reports
method 'Summation' results for a merit increase review results
Manager Define Merit Increase Define Merit Group Assign/Approve Merit Increases
Load Merit Increases Report Merit Increases Review Audit
Update the job compensation rate when

the salary grade or step changes
Retroactive retroactively
Update By Plan/Paygroup
Update By Job Code
PeopleSoft Enterprise Create Increases - JPN
View the results of running the Update job compensation records

Define a salary increase ID Identify the fixed percentage Create data to be used in the
Receive performance salary increases simulation process with the results of the salary
and associate it with a rate increase for each review band by salary increase simulation
Percentage rating from and make adjustments increase simulation process and
code and employee groups quartile Generate Salary Increase
ePerformance Simulate Salary Increase adjustments made
Define Salary Increase ID Define Salary Increase Matrix Data
Salary Simulation Report Load Salary Increase
Compensation
Manager Define the salary increase Update the salary step and associated
Receive performance amount for a particular compensation on the job record for
Review Salary Type of Create Salary
Amount rating from compensation rate code and employees who have a fixed amount Plan/
Information Increase? Increase Reports
ePerformance review band Grade/Step-based salary component
Define Salary Increase Amount Load Salary Increase
Update the salary step and

Receive performance Associate salary step increases
associated compensation on the job
Step rating from with a review band
record
ePerformance Define Step Increase
Load Salary Steps
PeopleSoft Enterprise Create Increases - USF
Compensation
Manager
Review Salary Create Salary
Information Increase Reports
Identify the pay plan

Identify the next Define pay increase Create Mass Pay Adjustment
and calculation type Apply mass pay adjustments to
USF scheduled pay percent and effective date report lists employees who cannot Make
for pay adjustment employee compensation information
Mass Salary adjustment Mass Pay Adjustments be processed corrections
Mass Pay Create Mass Pay Adjustments USF
Define Salary Plan USF Mass Pay Adjustments USF
Adjustments USF
Review appraisal and

performance improvement
Type of history
increase? Review History USF
Compensation Review Perf Improvement USF
Administrator
Yes
Identify all employees Note: Workflow can be set up to
who are within 60 days Review WGI generate a worklist that notifies
of a with-in-grade Create worklist notification supervisors and Human Resources
Within Additional professionals online of employees
Grade increase, and create a item and provide information and Update WGI status
performance Change employee who are approaching probation
WGI notification notification to employee review No Yes Update WGI/Tenure
information WGI status? termination.
Process Automated supervisors rating USF
needed?
Actions USF WORKFLOW Within Grade Incr
60 Day Review USF Notice USF
(hidden)
Create completion Create worklist Review WGI notification
notices to be viewed item and provide information and employee
No online notification to review rating
Process WGI Auto supervisors Automatic Action Msgs
Action USF WORKFLOW (USF)
PeopleSoft Enterprise Create Salary Increase Reports
Award Budgeted
Group Salary
Increases
Create Merit, Step, Create salary plan reports

and Retroactive Job Grading by Evaluation Pts
Increases Ratio Analysis
Salary Plan
Above Maximum Analysis
Below Minimum Analysis
Grade Advance Candidates JPN
Compensation
Manager Create reports Measure Reward
for? Effectiveness
Create compensation reports

Create Increases - Salary History by Employee
JPN Salary History by Group
Compensation Salary History for Department
Salary History for Company
Employee Compensation
Changes
Create Increases -
USF
PeopleSoft Enterprise Review Salary Information
Review employee salary and

ranking information Award Budgeted
Salary
Employee Ranking by Job Code Group Salary
Anonymous Ranking Increases
Salary Structure Summary
Review employee compensation

information
Compensation View Compensation History Create Merit, Step,
(Self-Service) Compensation History (Hidden) and Retroactive
View Total Compensation Increases
Total Compensation (Hidden)
Employee Compensation History
Plan Rewards Review?
Review employee compensation

Compensation Create Increases -
information
Compensation Employee Compensation History
JPN
Manager
Review employee evaluation

information Create Increases -
Evaluation Job Evaluations by Grade USF
Job Evaluations by Grade USF
PeopleSoft Enterprise Award Performance Incentives
Compensation Plan Measure Reward Analyze Total

Manager Rewards Effectiveness Compensation
Compensation Identify Eligible

Administrator Recipients
Allocate Awards
Line Manager Identify Goal
and Submit or Distribute Award
Attainments for
Approve for Information
Weighted Goals
Payment
Stock Manage
Human Create Festive

Resource Advances -
Specialist SGP
Profit Sharing Create Profit

Specialist Sharing Incentives
- FRA
PeopleSoft Enterprise Identify Eligible Recipients
Line
Manager
Identify Goal
Attainments for
Weighted Goals
Add employees to a plan for

ad hoc awards or review and
Adhoc Award
adjust member eligibility
Eligible Employees by Plan
Create Create
Update Group
Membership
Plans Plans
Identify date, target payout Update eligibility status, and
Review and adjust member
Employee VC formula and guarantee for calculate proration for
plan eligibility Create variable compensation
Compensation Record newly hired employees prorated plans
Eligible Employees by Plan reports
Manager Plan Rule to Individual's Payout Determine Eligibility
Action? Determine Budget
Rewards determine Organization and Group Goals
Eligibility
eligibility? Guarantee
Update eligibility status and Funds Allocation
Review and adjust member
Employee VC calculate proration for Identify target payout formula Tree Member Overlap
eligibility for plan that uses
Record prorated plans and guarantee by employee Tree Consistency Report
groups
Add New Add new employees to a With Groups Eligible Employees by Individual's Payout
Determine Eligibility
Employees to variable compensation plan Group
a VC Plan Individual's Payout
Update eligibility status and

Update eligibility status and
calculate proration for
Receive a WORKFLOW calculate proration for prorate
Tree Group prorated plans
notification of a newly hired plans
Eligible Employees by
employee Determine Eligibility
Group
PeopleSoft Enterprise Identify Goal Attainments for Weighted Goals
Compensation
Identify Eligible
Administrator Recipients
Identify goal, attainment, and Allocate Awards

Members of Identify attainment
Identify attainment for weight for individual within and Submit or
Weighted Plans With for group goals
organization goals group Approve for
Goals Groups Group's Goals
Organization's Goals Individual w/in Group Payment
Identify attainments for

Line Type of goal
Group
goals within goals Identify
Manager attainment to matrix attainment
Matrix Goals
update? Matrix Goals w/in for?
Group
Identify attainment level

Plan Identify individual
for each goal in matrix Members of
Matrix Goals goal attainments for
Matrix Goals Plans Without
employee
Groups
Individual 's Goals
PeopleSoft Enterprise Allocate Awards and Submit or Approve for Payment
Identify Goal
Attainments for
Weighted Goals Manually approve individual
Individual
awards
Participants
Allocate Awards by Plan
Review and/or modify

Grant Approve awards for all
the awards for Ad Hoc All
Adhoc Plan approval participants in plan
plans Participants
for? Approve Awards by Plan
Update award status to

Approval
"Ready to Submit"
Not Required
Line Manager
Notify group managers to
Allocate funds to child
allocate awards to direct
groups Yes Distribute Award
reports and subgroups
Allocate Group Funding Information
WORKFLOW
Calculate target awards Calculate both monetary

and performance factors and non-monetary VC
Allocate for? VC Plan Using groups? No
for organization awards
Determine Allocation Calculate by Plan
Review variable compensation

award information
Update award
Review Employee Award History
Review and status to
Calculate group Calculate Awards
Allocate funds to the modify awards Award "Ready to Allocate
monetary and non- Actual Awards
Yes highest level group for groups approval No Submit" funds to child No
monetary VC awards Variance
Allocate Group Funding Allocate Awards required? Allocate groups?
Calculate by Group Carryovers
by Group Awards by
Employee History
Group
Non-Monetary
Plan History
Yes
Approve recommended
Individual
awards for the group
Participants
manager's direct reports
in Group
Allocate Awards by Group
Management
Approval Receive notification of All
Identify plan and group details
Grant for award approval; approve or
Authority recommended awards
approval Participants in
needing approval cancel
for? Group
WORKFLOW Approve Awards by Group
All Participants Approve awards by plan

in Plan Approve Awards by Plan
PeopleSoft Enterprise Distribute Award Information
Publish the awards directly to PeopleSoft Receive acknowledgement details

Notify VC Administrator
Payroll for North America for validation of paid, rejected or erred awards
North American of erred or rejected
and payout EIP (AM):
Payroll awards
EIP (AM): VAR_COMP_PAYMENT_ACKNO
WORKFLOW
VAR_COMP_PAYMENT_REQUEST WLEDGE
Manage
Publish the awards directly to PeopleSoft
Payroll
Global Payroll for validation and payout
Global Payroll
EIP (AM):
VAR_COMP_PAYMENT_REQUEST_GP
Allocate Awards
and Submit or
Line
Approve for
Manager Payment
Automatically create a flat file containing

Payroll Interface the award data, to use as input into the
PeopleSoft Payroll Interface system
Receive grant data from Stock

Publish a message that inserts the stock
Administration
Stock Grants awards into a staging table
EIP (AM):
EIP (AM): AWARD_GRANT_ISSUE
GRANT_AWARD_UPDATE
Stock Manage
Correct awards, update the

Members of
individual award status and
Plans Without
obtain approval if needed
Groups
Review details of
award rejections and Decide if
Compensation errors need to resolve
Administrator Subscription Errors errors for..
(rpt)
Correct awards for
Members of individuals in groups, update
Plans With individual award status and
Groups obtain approval in needed
Allocate Awards by Group
Measure Reward
Effectiveness
Compensation
Manager
Measure Reward
Effectiveness
PeopleSoft Enterprise Create Festive Advances - SGP
Plan Measure Reward Analyze Total

Compensation
Rewards Effectiveness Compensation
Manager
Approve, cancel, and/or modify the

Calculates festive advance festive advance payment by
amounts employee
Calculate Festive Advance View/Update Pymnts by FA Type
View/Update Pymnts by Emplid
Human
Resource
Specialist
PeopleSoft Enterprise Create Profit Sharing Incentives - FRA
Analyze Total
Compensation
Compensation Plan
Manager Rewards
Measure Reward
Effectiveness
Review entitlements and

Review
request profit sharing
Entitlements/
releases
Request Releases
Profit-Sharing Entitlements
Employee Action?
Review/Update Review and personalize interest

Investment mode and investment options
Options Agreement Personalization
Review profit-sharing
Review extracted amounts, deductions, and
employee list and Calculate global funds, Review calculation and Review
Identify employees qualifying interest and enter fund
add additional entitlement by employee and distribution results and Entitlements
for profit sharing and import requests
employees as divide funds update values if Personal Entitlements Verify entitlements for eligible Calculate interest, send
payroll data employees and approve payment to employees and
needed Compute Global Fund needed
Extract Eligible Employees release requests update fund status
Member Distribute Global Funds Member Entitlements
Entitlements Member Entitlements Process Interest & Payment
Review and adjust
Review
agreement settings
Agreement
Agreement Personalization
EIP (AE) HR_WP_ELIG: The Extract Settings
Eligible Employees process retrieves GP
accumulators results or field values of
record
WP_EXT_PAYDATA
Profit Sharing Create Positive Input in Global Update profit sharing fund
Specialist Global Payroll for payments to be status according to Payroll
Payroll processed results
EIP (AE): HR_WP_PAYMT EIP (AE) HR_WP_PAYMT
Review agreement and
Review results and Send payments to
Calculate interest and define personalization Approve Note: The system
update interest employees and
update fund status deadline for reference reference periods will automatically
calculations values by update fund status
Process Interest & periods Review publish payment
employee Process Interest &
Payment Review Agreement Reference Period data
Member Entitlements Payment Receive payments
Review Reference Period
Send payment information for information for updating fund
External
external payroll system status
Payroll
EIP (AM): PROFIT SHARING EIP (AM):PROFIT SHARING
System
PAYMENT REQUEST (OUT) PAYMENT
ACKNOWLEDGEMENT (IN)
Review profit
sharing reports
Individual Report
Agreement Report
PeopleSoft Enterprise Manage Benefits
Compensation Measure Reward Analyze Total

Plan Rewards
Effectiveness Compensation
Manager
Manage Benefits
Enrollment
Change Benefits
Retroactively
Bill Employee for

Benefits
Manage Company
Cars
Benefits
Administrator
Manage Flexible
Spending
Accounts Canada
Manage Flexible
Spending
Accounts USA
Monitor Benefits
Compliance
Build Primary Job

using Data Loaded
from External
Source
PeopleSoft Enterprise Bill Employee for Benefits
Compensation
Manager Measure Reward Analyze Total
Plan Effectiveness Compensation
Rewards
Provide payment
Receive
and/or indicate the
Employee benefits billing
need for billing
statement
adjustments
Note: If you currently implement PeopleSoft Benefits Administration,

you can use Event Maintenance processes to locate employees and
dependents who are eligible for Benefits Billing and enroll them into Review summary information of
the Benefits Billing system. employee's charges for a
Manually enroll employees Summary
specific billing period
into the Benefits Billing COBRA Administration processes can also be used to locate and Review Charge Details Identify adjustments to
Yes
system enroll COBRA participants who are eligible for Benefits Billing. Yes billing charges
Enroll in Billing Adjust Charges
Review employee's charges by Distribute Create reports to review

By Bill billing period statements to general account
General
Period Rvw Charge Smry by Bill employees No information
Account
Identify alternate address Period Billing Audit
Information
information or place bill or Accounts Receivable
Update Charges and Delinquent Accounts Manage Benefits
Manually enroll? No Yes statement on hold Review? Review
existing info? Balances Enrollment
Request Hold/Alternate Adjust? No adjustment No
Address Identify individual payments
summary? Review charge and
Review employee's charges by Receive from a participant and Identify Review payment history
By Plan payment
plan type payments allocate them to separate Adjustments adjustments to Payment of participants
Benefits Type Yes adjustments Review?
Rvw Charge Smry by Plan Type directly from charges needed? billing payments History Review Payment/Details
Review Adjustment
Administrator employee Allocate Payments to Adjust Payments
Summary History Activity
Calculate charges and Charges
Print billing statements for
create billing records Partial Decide to Yes
No No individuals who have an
Calculate Periodic charges apply? review? Review a summary of all
Review a list of charges, active billing enrollment or
Charges No payments made by a
payments, and grand totals an outstanding balance Payment
Employee specific participant
associated with an individual Print Billing Statement Provide payment Summary
Balances Receive payment Review Summary by
employee Review various Reprint Statements information for posting
Yes information from Post Date
Review Employee Balances charge and payment Provide Post Payments from
Calculate Accounts Payable
adjustments No charges File
Identify special charges for again?
Review Adjustment to AR?
billing, such as, partial charges Summary
and partial bill amounts Review messages from
Enter Manual Charges calculation process and/ Provide billed charges
Processing or create error report to Accounts
Yes Yes
Results Review Processing Receivables
Messages Provide Billing to AR
Calculation Error Report
PeopleSoft Enterprise Build Primary Job using Data Loaded from External Source

Build Primary Job information for

one or more employees Manage Benefits
Rebuild Primary Job Flags Enrollment
Create Audit Report
Note: Run this process after loading

employee information into PeopleSoft
from an external system or when
needing to verify an individual employee
primary information
Benefits
Administrator
PeopleSoft Enterprise Change Benefits Retroactively
Measure Reward
Effectiveness
Compensation
Manager
Plan
Rewards
Analyze Total
Compensation
Review calculation error

Error
messages
Messages
Retro Benefit/Ded Messages
Determine the original benefit/ Retroactive Benefits/Deduction

Create a Review retro benefit/ Review and delete deduction calculated using Reports
retroactive benefit/ deduction request duplicate retro pay Review calculations for individual Provide retroactive benefit/deduction
payroll history and the correct Decide Retro Ben/Ded Request Summary
deduction request information by employee requests, if necessary employees and update deduction calculations to PeopleSoft Payroll for
calculation for the appropriate if wish to Calculations Retro Ben/Ded Calculations
Process Mass Delete Retro Ded Retro Ben/Ded Request amounts, if needed processing in the next payroll cycle
pay period end date review? Retro Benefit/Ded Terminations
Retro Deductions Requests Summary Update Retro Ded Calc Results Load Retro Deds to Paysheets
Calculate Retroactive Ben/ Retro Ben/Ded Load Summary
Deds Retro Benefit/Ded Load Audit
Benefits
Review calculation totals for
Administrator Totals individual employees
Note: Changes made to an individual employee's HR, benefits and payroll records
automatically generate an individual retroactive benefit/deduction request. when Retro Benefit/Ded Calc Summary
appropriate
Manage Benefits
Enrollment
PeopleSoft Enterprise Manage Company Cars
Compensation Plan Rewards

Measure Reward
Manager Effectiveness
Analyze Total
Compensation
No
Create UK P11D
Identify type of company car
Information
benefit, the type of car Provide car
Manage Benefits Verify P11D Information
assigned and the dates of use benefits Yes
Enrollment Calculate P11D
Select Type of Benefits for UK?
Information
Assign Type of Car/Dates
Print P11D Information
Benefits
Administrator
PeopleSoft Enterprise Manage Flexible Spending Accounts - Canada
Compensation
Manager Plan Measure Reward Analyze Total
Review a summary of
Receive service and Review claim status account activity including Review specific account
provide FSA claim Flexible Spending pledge amount, balance, activity details
Employee information Accounts claims, and payments Flexible Spending Accounts
Flexible Spending Accounts
Review FSA payment
details or history
Flexible Spending
Accounts
Manage Benefits
Enrollment
Create claims for services

Create or rendered to FSA participants
update Create CAN
claims? Create Health Care Claim
Create Retiremnt Counsel Claim Create and print quarterly Close and report all
statement for FSA participants FSA accounts for
Reverse checks who have had activity in one of current calendar year
No
or claims? their spending accounts during CAN
No the current quarter CAN Close and Summarize
Quarterly Account Statements Accounts
Print cheques for all
Identify the groupings Determine claim amounts to
Update claim information before Define run control for the claims with a Create a cheques register for Review claim detail
used to segregate the pay, deny, or pend, calculate
granting approval or providing the payment Status of "Pay this each benefit plan year, sorted information for employee
employee population for and create FSA claim Review claim Claim
Update payment CAN processing cycle CAN Run" and update the according to benefits program CAN
automated FSA payment, and issue cheques information?
Modify Health Care Claim Specify Processing claim payment to and account type CAN FSA Claim Details
Benefits Modify Retiremnt Counsel Claim
processing CAN
Parameters
for each account CAN
"Paid" CAN Print Cheque Register
Administrator FSA Run Table Calculate Claim Payment
Print Cheques
Reverse checks associated with
Review payment detail an erroneously entered claim
information for employee Claim and back out the claim itself
Payment
CAN CAN
FSA Payment Details Cancel Claim/Reverse Cheque
Yes
Reverse
Review year-to-date Yes a claim or a
Year-to-Date information for an employee check?
Review?
Activity CAN
Year-to-Date Activity
Reverse FSA payment cheques

Check that were created in error CAN
Reverse Cheques in Error
PeopleSoft Enterprise Manage Flexible Spending Accounts - USA
Measure Reward
Effectiveness
Compensation
Plan Rewards
Manager
Analyze Total
Compensation
Review a summary of
Receive service and Review claim status account activity including Review specific account
provide FSA claim Flexible Spending pledge amount, balance, activity details Review FSA payment
Employee information Accounts claims, and payments Flexible Spending Accounts details or history
Flexible Spending Accounts Flexible Spending
Accounts
Manage Benefits
Enrollment
Create and print quarterly

Close and report all
statement for FSA participants
FSA accounts for
Reverse checks who have had activity in one of
No current calendar year
or claims? their spending accounts during
Close and Summarize
the current quarter
Create or Create claims for services Accounts
Quarterly Account Statements
update Create rendered to FSA participants
claims? Create FSA Claims
No
Benefits
Administrator Reverse checks associated
with an erroneously entered
Identify the groupings Determine claim amounts to Print checks for all the Claim claim and back out the claim
Define run control for Create a check register for
Update claim information before used to segregate the pay, deny, or pend, calculate claims with a Status of itself
the payment each benefit plan year, sorted Review claim detail
granting approval or providing employee population for and create FSA claim "Pay this Run" and Review claim Cancel Claim/Reverse Check
Update processing cycle according to benefits program Claim information for employee
payment automated FSA payment, and issue checks update the claim information?
Specify Processing and account type FSA Claim Details
Modify FSA Claims processing for each account payment to "Paid"
Parameters Print Check Register Reverse
FSA Run Table Calculate Claim Payment Print Checks
Yes a claim or a
check?
Yes Review payment detail
Review? Payment information for employee
FSA Payment Details
Reverse FSA payment checks

Review year-to-date Check that were created in error
Year-to-Date
information for an employee Reverse Checks in Error
Activity
Year-to-Date Activity
PeopleSoft Enterprise Monitor Benefits Compliance
Analyze Total
Compensation
Compensation
Plan
Manager Rewards Measure Reward
Effectiveness
Identify information that Request the Section 129 test Perform the NDT Perform the NDT
Perform the NDT
controls testing for to identify the number of 129 Eligible Cross 129 55% average
concentration test
129 dependent care HCE's in the organization section test benefits test Review savings plan election
Concentration
reimbursement accounts Identify Highly Comp Eligible Cross 55% Average information to see if an
Test
Define Test Information Employees Section Test Benefits Tests Individual employee is marked as
"highly compensated"
Perform
Savings Plans
Perform tests for Section
NDT 401 or 129
plans?
Review nondiscrimination
Identify the special Request the Section 401 Perform the 401(k) NDT Perform the 401(m) NDT
test results for all employees
accumulator, the company test to identify the number of using the total eligible using the total eligible Review
in the 401(k) and 401(m)
401 and pay groups to be HCE's in the organization earnings for employees earnings for employees individual or group Section 401
tests
included in the test Identify Highly Comp 401(k) Nondiscrimination 401(m) results ?
Review Test Results
Define Test Information Employees Test Nondiscrimination Test
401 Testing Report
Review nondiscrimination
test results for all employees
Section 129 in the Section 129 tests
Identify all employees who have
Section 415 Review Test Results
exceeded 415 limits
Noncompliance 129 Testing Report
Section 415 Noncompliance
Identify the contributions to
Benefits Perform Type of roll over from one savings
Administrator Decide if Section 415 information to Direct rollover plan to another when
Yes
need to? Testing review? contributions? section 415 or YTD limits
are met
Savings Plans
Identify employee standings in
Section 415 regards to Section 415 limits and
Compliance create report
Section 415 Compliance
Identify and update savings plan

Update contribution limit extensions for
Limits eligible employees age 50 or more
Identify Age-50 Extensions
Review eligibility for special limit

Monitor
Decide if extensions, record participant
Savings Plan
need to? election of extensions or adjust
Extensions
contribution and earnings history
Calculate special limits and Savings Management
extensions for 403 (b) plan
Calculate Manage Benefits
contributions
Extensions Enrollment
Calculate 403(b) Extensions
Review 403(b) Process Messages
171
PeopleSoft Enterprise Manage Benefits Enrollment
Elect
Benefits
Employee
Review Current
Benefit Enrollment
Manage Initiate Benefit

Benefits Enrollment Events
Provide COBRA
Benefits
Change or Enroll
Benefits Employees in
Administrator Benefits
PeopleSoft Enterprise Change or Enroll Employees in Benefits
Determine which of the

employee's dependents or
Enroll employee in benefits plans
Assign Final beneficiaries will receive the
Manage Benefits Health Benefits
Check USF employee's final check in the
Life and AD/D Benefits
event that the employee dies
Assign FEGLI Beneficiaries (USF)
Assign Final Check Beneficiary
Disability Benefits
Identify dependent/
Savings Plans
beneficiary name, address, Review all dependent/ Manually change
Identify dependent/ Savings Management
Review personnel administration detailed personal info and beneficiary information that an employee's
beneficiary Spending Accounts
information, and employee specify employee exists for an employee Identify effective primary job
Identify dependent/beneficiary comments, the date Simple Benefits
personal information for benefits relationship Identify Review Dep/Ben Summary date and specific indicator, the
Decide who have court orders or riders the comments were TSP Agency Basic (USF)
eligibility Update Dependent/ Court Orders Review ABBRs benefit program included for
if need to? affecting benefits coverage recorded, and the TSP Investment Allocations (USF)
Review HR/Job/Payroll Data Beneficiary or Riders Update ABBRs Assign to Benefit eligibility flag, and
Update Dependent/Beneficiary author Leave Plans
Maintain Certifications Dependent Information Benefits Personal Data Program the include for
Record Dep/Ben Leave Plans - CAN/INTL
Employee Data Summary (NLD) Assign FEGLI Beneficiaries Dependent/Beneficiary deductions flag
Comments Retirement Plans
Dependent/Beneficiary Data Summary (NLD) Maintain Flags
USA-Pension Plans
(NLD)
CAN-Pension Plans
Vacation Benefits
Benefit Program (NLD)
Maintain Record Comments Health Benefits (NLD)
Personnel Pension Plans (NLD)
Records
Benefits Identify enrollment information by

plan type and provider identification
Administrator
and create the carrier interface Create Benefits Reports
reports HIPAA
Refresh Benefit SnapshotCreate Distribute benefits Benefit Contribution Register
Review calculation information for all
HIPAA EDI 834 File enrollment information to CAN-Contribution Register
Review Payroll the selected employee's benefit
No Create Health File benefits providers PI Benefit Deductions Register
Interface plans
Create Life/ADD File Transmit Enrollments to Savings Invest Distribution
Calculations Benefits Summary (w/PI Dedns)
Create Disability File eBenX Health Plan Participants
Benefits Deduction Summary (NLD)
Create Savings File Life Insurance Participants
Review Snapshot Information Savings Investment Distributn
Identify potential employee Review Interface Run History Provide enrollments to
data error conditions Snapshot Premium Report eBenX
Review deduction details for all an
Review related to benefits Submit EIP: Supplier-Carrier
employee's benefits plans
Action? NA Payroll Base Benefit Consistency enrollments for Interface
Benefits Summary (w/Pay Dedns)
Deductions Audit USF?
Benefits Summary (NLD)
Court Ordered Coverage
Audit Supplier = eBenx
Adjust Override deduction frequency and Identify enrollment information by plan

Deductions arrears amounts for individual type and provider identification and
employees create the carrier interface reports
Set Max Arrears/Frequency Ovrd Yes FEHB Carrier Interface (USF)
FEHB Clearinghouse Interface
Review FEHB Interface History (USF)
FEHB Reconciliation Report (USF)
Employee Review Current

Benefit Enrollment
PeopleSoft Enterprise Elect Benefits
Benefits
Administrator Initiate Benefit
Enrollment Events
Make additional plan elections:

Life Insurance Plans:2x Plans Review and edit information about
Retrieve Personalized Benefit
Receive notification of View Eligible Insurance Plan Detail 2x dependents and beneficiaries
Select enrollment event and Policy Information Make health care plan Confirm benefit
enrollment event or Enrollments Disability Plans: 3x 5x 7x Plans Dependent/Beneficiary Coverage Submit benefit
and review eligible plans Auth Browser Comp HomeAuth elections: plan elections
enrollment exception Benefits Enrollment Savings Plans:4x Plans Dependent/Beneficiary Data plan elections
Benefits Enrollment Auth Search Comp (Hidden) 1x Plans Confirm
requiring employee action Enrollment Information Flexible Spending Plans:6x Plans Add/Review Dep/Ben
Auth Return Comp Home
Pension Plans:8x Plans Dependent/Beneficiary Info
Vacation Buy/Sell:9x Plans
Employee
Supplier: Authoria
Search for health care
providers using GeoAccess
EIP: GA_PRV_SRCH
EIP: GAPRV_CODE
Supplier = GeoAccess
PeopleSoft Enterprise Initiate Benefit Enrollment Events
Employee Review Current Elect

Benefit Enrollment Benefits
Schedule the activity as Prepare an Validate and load Reprocess the event to
Identify unprocessed Prepare benefit Print a confirmation
a participant event and enrollment Record participant option elections to the a previous stage of the
Individual activity record awaiting options and statement for the
assign the event to a statement for the election choices benefit tables for the Benefits Administration
Event Needing benefits processing election defaults participant Print enrollment forms showing participant's current elections,
benefit program participant On-Demand Event participant Process
Immediate Processing On-Demand Event On-Demand Event On-Demand Event eligible options, associated cost and credits , dependents/
On-Demand Event On-Demand Event Maintenance On-Demand Event On-Demand Event
Maintenance Maintenance Maintenance Print Enrollment beneficiaries, and savings investments - reprint if needed; update
Maintenance Maintenance Maintenance Maintenance Provide COBRA
Forms for New status to "notified"
Benefits
Type of Participants Print Enrollment Statements
Manage
processing Employee Reprint Selected Statements
Benefits Review information about Notify employee of need for corrections
needed? Present certificate to Enrollment Print Mailing Labels
Review summary and update enrollment information
the errors that occurred Information
Review employee status, Review the benefits, Manually change an self-service user Results by processing information
during processing
Open Enrollment or pay group, department, plans, coverage, etc. employee's primary job Enrollment Certificate schedule by schedule
Processing Messages
Scheduled hours, gender, national ID for a specific indicator, the include for Schedule Summary
Identify schedule to be processes (Open Invalid Elections Rpt Identify out-of-sequence or impacted Identify dependent and
Enrollment Event and marital status participant eligibility flag, and the Automated Identify a participant and Update status
Enrollment, Event Maintenance, or Snapshot) events and open or close events as beneficiary information and
(Batch Processing) Review HR/Job/Payroll Current Benefits include for deductions flag Events record benefit plan to "elections
Initiate Enrollment the event maintenance mode, and select or needed to adjust processing order benefits Decide if Record Election enroll dependents or
Data Summary Maintain Flags No option election entered"
deselect eligibility debugging option Update Event Status processing need to? Choices beneficiaries in a particular
Review the event status, Review events that have Search participant information Perform
Run Automated Event Processing Review individual needed? plan type
event processing, and been flagged as being out records and review Perform Election Entry Election Entry
Benefits participant status Perform Election Entry
Results by eligibility information for a Events and of sequence, disconnected events for specific Need to
Administrator Review? within the schedule
Review status of in- Participant selected participant and Schedules or impacted by data issues adjust? Revise employee election choices to
Review unprocessed Employee Process
process historical event changes Update Processing resolve election issues
activity records awaiting Assess plan and option-level eligibility Status Rpt Elections Yes
events and update Employee Event Detail Report On Flagged Items Controls Perform Election Entry
processing, insert Action based on program's eligibility rules, Review issues
processing flags as Verify Eligibility Dep/Beneficiary Election Rpt
manual events, or delete required? prepare eligible options according to event involving?
needed Verify that all participants have Locate all participant events Load elections to Base
unprocessed activities rules and calculate costs and credits Update event Print or reprint the
Update Processing responded to open enrollment or that qualify for termination yet Benefits tables, and credits
Review BAS Activity Run Automated Event Processing Review passive event status and confirmation statement for the
Controls Validate election choices, apply Results for event maintenance and identify have not yet been manually to Additional Pay Tables
processing results processing flags Finalize selected participant(s)
cross plan validations, assign Passive Events those who have not responded terminated close Open Enrollment
Passive Event History Update Event Enrollments Print Confirmation Statements
defaults, to options in error, Review detailed eligibility Job Related Data Deployment Deployment Find Non-Respondents Find Terminations to Finalize event
Validate Elections Review eligibility reports Status Reprint Selected Statements
calculate costs as needed and processing results by eligibility Benefits Workflow Notification Benefits Workflow Run Automated Event
Eligibility Eligible Participants Rpt Print Mailing Labels
allocate credits rule for each participant Missing Elections Rpt Notification Processing
Run Automated Event Processing Ineligible Participants Rpt
Review Eligibility Results
PeopleSoft Enterprise Provide COBRA Benefits
Create or review COBRA event Receive continuation

Provide letters to
triggers associated with individual coverage election
Note: COBRA events are employees and
Yes employee benefits or personal data forms from COBRA
triggered by Human Resource dependents
changes Create initial notification letter and change participants
Review COBRA Triggers personal actions , employee
data changes, or changes to participant's status to "notified", print and
Decide employee benefits No date the qualifying event
if need to create, Create Initial Letter
Automated Notification Letters
or review pending
Enrollment Identify qualified initial and secondary
COBRA event Record COBRA election,
triggers events and beneficiaries, assign Review error waiver, or re-election
beneficiaries to benefit program, messages created Create secondary notification letter and information
determine plan types, length of during COBRA change participant's status to "notified", Reprint letters if Participant Elections
No
Decide coverage, and COBRA options, and processing print and date qualifying event and provide needed
Enroll
to enroll calculate COBRA costs for each Review Processing
Participants notification to participants how long their Reprint Selected
using.. eligible option Messages COBRA coverage will be extended Letters
Qualify Event/Proc Enrollment No
Create Secondary Letter Validate election choices and
enroll participants in COBRA
Establish employee's dependent Enroll employee or benefit plans
Note: Participants enrolled Assign employee or COBRA Qualify Event/Proc Enrollment
as a COBRA non-employee prior COBRA non-employee
manually do not participate in Manual non-employee to a benefit
to enrolling dependent into into COBRA health Review/update?
any automated processing, Enrollment program for COBRA coverage
manual COBRA coverage benefits
including secondary events Assign Benefit Program
Create COBRA Non-Employee Select Health Benefits
Enroll validated and enrolled COBRA

Decide Identify participant's name, Reprocess, Identify information to adjust, participants into Benefits Billing for
Identify COBRA Adjust, or reprocess, or void a COBRA event elected plan types; provide COBRA
Track Dependent and participant Non address, and personal, and
benefit program Void Update Event Status surcharges and coverage dates
Non-Employee Info information Employee security information Benefit
Benefits is for Modify Personal Information Program
participation Qualify Event/Proc Enrollment
Administrator information
Participation
Initiate Benefit Assign to Benefit
Review information about the Provide COBRA
Enrollment Events Program
Identify a new dependent name, Identify COBRA health COBRA event and the qualified enrollment
Dependent address, or personal information benefit election COBRA beneficiaries affected by the information to
Modify Dependent/Beneficiaries information and event Benefits Billing
Health dependents of a Yes Action? Review COBOL Process
Review Event Summary
Benefits COBRA participant to Event Summary Report
Decide if Track COBRA Benefit Decide if be enrolled in elected Audit Report Review COBRA processing
need to... Plan Information need to track health plans Error Report messages
Health Benefits
Review Processing Messages
Terminate COBRA Identify FSA
Coverage coverage, identify reason for FSA benefit enrollment
Terminate COBRA end date reached or Participant termination, provide benefits Benefits information
Participants participant triggered Election billing system with updated FSA Benefits
Need to
termination? information
Yes review and/or
Terminate Participant
update?
Manage
Benefits
Create termination letters
End Date for all participants whose No
Reached coverage is about to expire
Create Termination Letter
Create Open Enrollment forms for COBRA
participants that detail the current year Create COBRA
Create Open COBRA enrollment information and enrollment report
Enrollment Forms provides participants the room to designate Enrollment
election and dependent changes Report
Create unavailability letter Create Open Enrollment Letter
for ineligible COBRA
Create Unavailability Letter
participants
Create Unavailability Letter
PeopleSoft Enterprise Review Current Benefit Enrollment
Benefits Change or Enroll

Initiate Benefit
Administrator Employees in
Enrollment Events
Benefits
Review Dependent and

Review Health Care Plan Information
Beneficiary Information
Health Care Summary
Health Care Dependent
Health Care Health Plans
Summary
Health Care Dependent Summary
Dependent/Beneficiary
Dependent/Beneficiary Coverage
Coverage
Review insurance plan information Review/Update Life Insurance

Insurance Summary Beneficiaries
Insurance
Insurance Plan Detail 2X (Life) Insurance Beneficiary Summary
Insurance Plan Detail 3x (ADD) Change Beneficiary Allocations
Add/Update personal information for

Add/Update dependents
Dependents Dependent/Beneficiary Data
Dependent/Beneficiary Coverage
Dependent/Beneficiary Summary
Review Summary of Retrieve Personalized Benefit

Review Savings Plan Information Review/update savings fund or
Benefits and Policy Information
Savings Summary beneficiary allocations and
Benefits Summary Auth Browser Comp Home
View/update? Savings Plan Savings Plan Detail contribution amounts
Dependent/ Auth Search Comp-Hidden
Savings Beneficiary Summary View Savings Allocations
Beneficiary Auth Return Comp Home
Savings Contribution Summary Change Savings Allocations
Summary GeoAccess Provider Search

Employee FSA
Supplier = Authoria
Initiate a life event to record the birth or adoption

of your child and/or review the effect of this life
event on your benefits and payroll tax
information
Children
Birth/Adoption
Birth Pages
Birth/Adoption Finish
Birth/Adoption Start
Initiate a life event to record your marriage and/

or review and update relevant benefits and
payroll information
Spouse
Marriage
Marriage Start
Marriage Finish
Review event maintenance

Events
OnDemand EM
Calculate estimate of
Pension pension benefits
Estimates Pension Estimates
PeopleSoft Enterprise Manage Stock Plans

Compensation
Manager
Award
Incentives
Manage Stock
Options
Track Daily Stock

Prices and
Calculate
Balances
Stock
Administrator Manage Employee
Stock Purchase
Plans
PeopleSoft Enterprise Track Daily Stock Prices and Calculate Balances
Compensation
Manager Plan
Rewards
Track Daily Stock Prices Calculate and review

Manage Stock
Maintain Daily Prices stock option balances
Options
Daily Prices Report Option Plan
Stock
Administrator
Manage Employee
Stock Purchase
Plans
PeopleSoft Enterprise Manage Employee Stock Purchase Plans
Integration (AE) with

Provide stock issuance View stock purchase PeopleSoft Payroll for North
instructions Report
Employee information America
Issuance Instructions Stock Sales
Stock Purchase Activity Provide disposition
information
Create or modify issuance and

registration instructions for Provide a disposition reported
No Process dispositions in batch
individual participants Calculate final number of through the self-service module
Automated process
Maintain Issuance Instructions Review and calculate the shares which may be to payroll
Process Dispositions-Batch Up
various prices associated with purchased by participants Confirm Self-Service Dispostns
Manual Receive
a stock purchase based on contributions Survey to determine Review information
Process mass information about Provide dispositions to
Determine Purchase Price and purchase price if transaction is a Method to about disposition Identify errors sent to payroll Review a statement
updates? dispositions from payroll for W-2
Process Stock Purchase disposition or a process reconciliations that must be reversed summary of dispositions
plan participants, reportable income
transfer dispositions? Disposition Dispostns to Payroll Reversals Disposition Receipts
Change brokerage choice for a Yes transfer agents, or Dispositions to Payroll
Review the results of a Surveys Confirm a purchase then Verify holding period and Reconciliation
group of participants brokers
Yes Request stock purchase participant's purchase after Review Purchase Results record a participant's determine if the disposition is or
Update Mass Issuance processing to convert the Review currency Confirm Stock Purchase Manually
calculation Review Participant Summary stock sales is not qualified
Review Mass Issuance Messages Review Method to Confirm Stock Purchase
foreign contributions into conversions No Review Participant Summary Review Messages Dispositions Dispositions
contributions? calculate price? Review or
the stock currency Currency Conversion Purchase Summary
Create or update participant's adjust?
Process Stock Purchase
Yes enrollment information
Review Purchase Participation Integration (AE) with
Define purchase Review processing results
Administer Issue shares in PeopleSoft Payroll for North
information for a Review or update enrollment Request stock purchase Enroll Review Messages Review purchasing results, Create reports for
Stock Identify participant No stock certificate, America
specific plan, period information processing manually or the offering periods for a Transfer Agent and
Purchase contributions that are not deposit with Create purchase Review purchase reports Provide ordinary income
Track Daily Stock and offering Review Purchase Participation Process Stock Purchase adjust? Calculate various prices Unconfirm selected stock ID, stock plan Broker
Plans provided automatically No broker, or hold in receipts Stock Activity Summary
Prices and Stock Purchase Yes No associated with a stock purchase? and their related purchase Broker Deposits
through PeopleSoft NA Automated escrow until Purchase Receipts Purchase Summary
Calculate purchase Identify participants without periods Transfer Agent
Payroll Need restrictions are
Balances Process Stock Purchase stock purchases Review Offering Periods Instructions
Manual Create Manual Contributions to review? met
Stock Participants w/o Purchase
Administrator Method Yes
Create Stock Purchase Plan Reports
to collect
No Plan Summary
contribution
Review processing errors Unconfirm Stock Purchase Limit Summary
info? Review participant contributions Provide
Automated Request stock purchase Review and adjust contributions Contributions Messages Report Purchase No Stock Activity Details
Review Residual Contributions Correct errors refunds?
processing (gather Review Contributions need adjustment Create Query Reporting Table Unconfirm Stock Stock Activity Summary
Review Contributions Income/Taxes
contributions only) Review Residual Contributions Purchase
Process Stock Purchase Contributions Income/Taxes Reversals
Verify Stock Designate individuals subject to

View employee personal
Need to Plan SEC Section16 reporting and Yes
profile information Reverse participant's previously
administer? Participant Regulation S-K proxy
Review Personal Profile Yes processed refund
Information Maintain Insiders Contributions are gathered from
Identify Reverse Refunds
PeopleSoft Payroll for North Create refund Review the status
contributions to
America information for the of refunded Reverse refunded
refund
selected contributions contributions contributions
Select Refunds
Yes Process Refunds Review Refunds
Review Refunds Create refund reports
Launch Black-Scholes Refund/Carry Forward
Create report to identify No
Calculate actual contributions model to calculate fair Calculate purchase expense Refunds to Payroll
Value Stock missing valuation
for a stock offering value per share for specific periods Integration (AE) with Refunds to Payroll Reversals
Purchases records
Estimate Contributions Report Create Offering Valuation FAS 123 Purchase Expense PeopleSoft Payroll for North
Valuation Audit Report
Offering Valuation Report America
Provide information on
contributions to be refunded
Note. The system must have a valuation for all grants issued
after the SFAS 123 disclosure date that is noted on the
Stock Table page. Any grants that do not have a valuation
record, are reported on the Valuation Audit report. Measure Reward
Effectiveness
Compensation
Manager
Analyze Total
Compensation
PeopleSoft Enterprise Manage Stock Options
Award Review employee

Performance stock options
Line Manager Incentives Employee Stock
Option Summ
View stock option

Receive information Provide stock Request to Stock Request to sell
Optionee notification of Stock Option issuance instructions exercise Options Report
or transfer
stock option grant Summary Issuance Instructions options Stock Sales
stock
Stock Option Activity
Receive approved Award grants to optionees Review grant processing Receive

Variable VC stock awards Review Unprocessed VC Review Grant Messages information about
Compensation EIP (AM): Awards Variable Comp Message dispositions from
AWARD_DATA Create VC Grants Report Provide grant data to optionees, transfer
Create or modify issuance and agents or brokers
variable
Process mass registration instructions for Integration (AE) with
No compensation plan No
updates? individual participants PeopleSoft Payroll for North
EIP (AM): GRANT
Decide Maintain Issuance Instructions America
DATA
Grants if creating grants Provide disposition
using? information
Identify general information about Create a vesting

Adjust granted Change the brokerage choice for a
grant such as status, date, shares schedule and validate Create report providing
Manually Adjust grants? Yes options group of participants Provide a disposition
granted, reason, and price ISO limits Yes Process dispositions in batch detailed information about a
Modify Grants Update Mass Issuance Method to reported through the self-
Maintain Grants Maintain Grants process disqualified disposition for
Review Mass Issuance Messages process Automated service module to payroll
Process Dispositions-Batch optionee to use with income
dispositions? Confirm Self-Service
Up reported on W-2 form
Dispostn
Disposition Receipts
Issue the shares in Review summary or exercise Provide report of all W-2
Identify the number of Specify how the transfer a stock certificate, Create reports for the Provide report of all voided
Calculate the total cost due Identify certificate and release transaction income generated from
Verify that the grants to shares exercised and the Calculate the taxes related agent is to issue Record fees and Record payments made electronically Transfer Agent and Review the future vest dates disqualifying dispositions for
Verify that daily prices to the company for the information, brokerage Stock options Provide options information, identify disqualifying dispositions not
exercise are active and methods for calculating to the exercise manually or exercised shares and commissions that the to the company on the deposit them with a Broker for restricted exercises to which W-2 income that was
are current exercised shares and instructions , escrow restricted and to exercise receipts Manual disqualifying dispositions reported through PeopleSoft
not pending the costs and taxes due by utilizing integrated specify the legends to optionee pays to sell exercise and view stock broker, or Transfer Agent determine when restricted No calculated was sent to
Maintain Daily Prices related taxes and record information or registration be released when Exercise Maintain Dispositions Payroll for North America to
Exercise Options based on the exercise processes with NA Payroll display on issuance exercised shares outstanding balances hold in escrow until Instructions shares can be released payroll
Daily Prices Report swap and trade information and address information vested? Receipts Release Disposition the Payroll Administrator
Exercises-Hidden date Exercise Options instructions Exercise Options Exercise Options the option meets Broker Deposits Restricted Vesting Forecast ISO DD to Payroll Reversals
Exercise Options Exercise Options Exercise Disposition ISO DD to Payroll
Exercise Options Exercise Options restrictions, such as Broker Invoices
vesting
Integration with PeopleSoft Integration (AE) with

Payroll for North America INTEGRATION NOTE: Ordinary income can be sent PeopleSoft Payroll for North
Yes from dispositions to the Load/Reset Paysheet America
transaction record (PSHUP_TXN) in Payroll for North Provide ordinary income for
Yes America by clicking the Update Payroll button on the disqualifying dispositions for
View the existing Exercise Disposition or Release Disposition page in inclusion on W-2
Integration Note: Calculate the taxes by integrating with Instruct the escrow agent to
release transactions for Identify tax due to the Identify certificate Record fees and view Create reports for the Stock Administration
PeopleSoft Payroll for North America, using the stock tax tables, or Optionee Calculate the taxes related Record payments release restricted shares from
the grant and identify/ company if the optionee information, brokerage net proceeds that the transfer agent Provide release
entering taxes manually. If you use PeopleSoft Payroll for North filed an 83(b) to the release manually or made to the company the escrow account and return
update basic did not pay taxes at the instructions, escrow optionee receives for a Broker Deposits receipts
America, you can send the tax information to that system. To election at No by utilizing integrated on releases and view them to the transfer agent for
parameters of a release time of exercise and information/registration Same Day Sale or Sell Broker Invoices Release
reverse a payroll transaction that you sent, void the exercise and the time of processes with NA Payroll outstanding balances re-issuance; instruct the
of restricted shares record trade information and address information to Cover Release Transfer Agent Receipts
send the information to payroll as a reversal exercise? Release Options Release Options transfer agent to reissue the
Release Options Release Options Release Options Release Options Instructions
shares released from escrow
Releases-Hidden
Track Daily Stock Integration with PeopleSoft

Prices and Payroll for North America
Calculate Balances
View employee personal

Designate individuals subject to SEC
Decide profile information
Verify Stock Plan Section16 reporting and Regulation S-K
if need to Review Personal Profile
Participation proxy requirements
administer Add a Person
Maintain Insiders
Modify a Person
Grant transactions
Shares Granted
Stock Shares Exercised
Administrator Shares Cancelled
Shares Released
Shares Repurchased
Receive notification to Review information Identify the grant number in Provide payment
Identify repurchase Create receipt
reacquire shares from on shares to eligible order to review repurchase instructions and
information including status, for optionee
Option Repurchase restricted exercises for repurchase transactions details to Regulatory
date, and number of shares Repurchase
due to a termination, Subject to Repurchase Options Accounts Plan Summary
Repurchase Options Receipts
prior to vesting Repurchase Repurchases-Hidden Payable Common Transactions
Potential Diluted
Disclosure Summary
Outstand/Exercisable By
Price
Review repricing Reverse

Correct
messages repricing Stock Activity
Print reprice Election Yes reprice Create stock
Determine Identify participants' Review reprice Review Reprice Reverse Stock Activity Summary
forms and send to plan Reprice grants errors option reports?
Reprice stock options participants' elections to be processing Errors exist Messages Repricing Stock Activity Details
participants for their according to
Option Reprice Define Stock eligibility for included or excluded results that require
acceptance specified criteria
Repricing repricing in the stock repricing Review Reprice correction?
Create Reprice Process Repricing
Determine Eligibility Participation Messages View stock reprice
Election Forms Expense
No information
Variable Accounting
Repricing Report
Accrual
APB 25 Expense
Repurchase
Repurchase Stock
Request stock action Stock Reconciliation
processing Income/Taxes
Yes Income/Taxes Reversals
Receive notification of Process Stock
Action-Work List ISO DD to Acctg/Tax
employee HR status Review, by optionee, the
change, such as a Review stock amount of the $110,110 ISO
Stock Actions
termination or return from Using action results Create limit used each year for every
Resulting from Action?
leave of absence, and automated process Review Stock Reports ISO grant and the remaining
Employee
need to incorporate through worklist? Action Messages available value for each year
Status Changes
changes with stock plan ISO Limit
participation
WORKFLOW Adjust stock actions
No Process Stock
Action-Manual
Reverse the Stock Action
No
No
Calculate weighted average Review historical volatility Specify expected rates for Link the stock to be valued, the Specify the Stock ID,
expected remaining life for of a stock to assist in Review the options that
Identify Identify risk- Review or Identify the records and Create option groups volatility, risk-free interest, valuation method, and the Valuation ID, and Review the valuation Specify the Stock ID, and Identify missing
FAS 123 outstanding shares of option and determining the expected meet the selection
expected free interest update option Yes fields that are available to and define the criteria and expected dividends for Estimate ID that represents the expected life years for the results for a particular Select the grants for which valuation records for Create reports
Compliance derive expected term input for volatility for the future criteria, make Reverse a
dividend yield rate groups? users when creating and for selecting options use by the Black-Scholes volatility, interest rate, and grants you wish to value employee and grant Yes you want to reverse the stock options Reprocess No FAS 123 Option
Black-Scholes model Expected Volatility adjustments and/or valuation?
viewing option groups for the option group pricing model and update for dividend rate, and the volatility and perform stock option Maintain Grants valuation process Valuation Audit Expense
Expected Life Years Analysis Report finalize
Option Group Security Define Option Group values for current period type for the current period valuation Grant Valuation Report Reverse Grant Valuation Report
Define Option Group
Estimate Table Valuation Table Process Grant Valuation
Yes
Compensation
Measure Reward Analyze Total
PeopleSoft Enterprise Manage Pension

Review Employee
and Plan
Information
Provide Estimates
for Service Buy
Back
Create and Create Pension

Determine Current
Distribute Payment Regulatory
Pension Benefits
Pension
Administrator
Track Domestic
Relations Orders
Update Pension
Data for Rehired
or Deceased
Participants
PeopleSoft Enterprise Review Employee and Plan Information

Compensation Rewards Effectiveness Compensation
Manager
Review address , phone

Review employee's
Review employee's number, and personal info Review and/or update
work history, current
address and phone for each of the employee's dependent/beneficiary name,
Employee job data, personal data
number dependents and address, and personal
Personal Info and pay data
Review Employee beneficiaries information
Review Employee
Information Review Employee Update Dependent/Beneficiary
Information
Information
Review complete Review employee's

Review chronological
history of the action and reason
history of the
Employee employee's history to verify
Action? employee's salaried/
Job Info compensation rate and termination or
hourly status
employee type retirement
Review Job History
Review Job History Review Job History
Identify benefit plan, participation,

employee minimum benefits, and
Pension Benefits
startup values
Administrator Update Employee Plan Data
Identify non-spouse
Non-Spouse
beneficiaries
Beneficiaries
Plan Beneficiaries
Review/Update
Review or Primary Override primary job
Participant
update? Job Override Primary Job
Plan Information
Review pension status and plan
dates, eligibility, balance, and
History participation history, service
dates, and account details
Review Plan History
Review employee pension
status history or make
Status manual changes to the
pension status
Identify Pension Status
Review dates, payments, and

Balances totals for benefit plan
Review Balances and Totals
PeopleSoft Enterprise Provide Estimates for Service Buy Back
Compensation
Manage Benefits Measure Reward Analyze Total
Manager Enrollment Effectiveness Compensation
Adjust service credit

values or other
Yes numerical values for
estimate
Define Calculation
Determine or verify plan

Review or update Identify the plan Yes
eligibility and participation
an employee's and plan-specific
history, update service,
calculated service information on Adjust individual
update pension statues
credit ages, dates, and calculations?
and plan dates
Update Employee overrides
Request Process
Plan Data Define Calculation
Review Process
Pension Receive employee decision
Administrator and adjust service and
Calculate pension Review processing
Provide results update account balances
according to information for a Create additional
No No of estimates to for those employees who
specified parameters specific calculation estimates?
Request Calculation employee buy back service
Review Calculations
Update Employee Plan
Data
PeopleSoft Enterprise Determine Current Pension Benefits

Manager
Adjust Calculation Maintain

Employee
Parameters Personnel
or Job Data
Records
Determine or verify Review a summary
Review summary
plan eligibility and Identify individual calculation of the calculation
Identify Human Review or update an Calculation results for a specific
participation history, components to calculate results
Resources employee's calculated Summaries calculation
update service, update Yes specific results without running Review Calculation Benefits Manage Benefit
Status Changes service credit Create Worksheet
pension statues and through an entire calculation Results Information Enrollment
that Impact Update Employee Plan
plan dates Define Calculation
Pension Benefits Data
Request Process
Review Process Review 415 limits to Review detailed
Review personal Review employee Resolve
an employee's results for a Payroll
data, calculation information that may Calculation Review? Manage Payroll
Calculation combined pension specific Information
summaries, and have affected the Issues
Review or update Retrieve and Details benefits from all calculation
Add or subtract detailed calculations calculation
employee's consolidate payroll Review Main Results plans Create
Adjust individual numerical values from Review Main Results
Retrieve consolidated earnings, data for calculations Identify the plan Identify override Yes Review Main Results Worksheet
calculations? function results
Payroll Information hours, or contributions and contributory plans and plan-specific values for Define Calculation See section titled:
Review Consolidation Request Process information on specific Using individual Pension
Review detailed information Update Pension
Results Review Process No ages, dates, and calculation calculation Information
about how the employee's Participant Information
overrides components components? Social Security
Social Security benefit was
Define Define Benefits
calculated
Review or update an Update employee Calculation Calculation Review messages Review cash balance
No Calculate pension Review processing Create Worksheet
Update employee's contributory and errors account and account
Using groups for according to information for a
Contributory Plan contributory account balances No Review Review? Account Details results
calculation specified parameters specific calculation
Account Balances Update Employee Request Process Processing Cash Balance Account Create form letters to
Request Calculation Review Calculations Review plan participation Document
Plan Data Review Process Messages Employee Account provide pension
and eligibility results elections and
Plan benefits information
Pension Information
Plan Participation Terminated
and election options
correspondence
Administrator Plan Eligibility Employees with participants
Identify employee for participants
Review or update an Update employee Identify Plan Admin Info Action? Capture
group for Identify benefit Participation Ben
Update employee's cash cash account Yes Comments
calculation Assign activity list plan, calculation Selection
Action? Cash Balance Plan account information balances Create Group List Create Notifications
Account Balances Update Employee Request Process to participant and name, and Create
Review detailed calculation and Track
Plan Data Review Process periodically identify pension related notifications
results Correspondence
completed activities comments for?
Calculation Inputs with Participants Create form letters to
Detailed Assign Activity List Capture
Benefit Calculation provide pension Document
Calculation Comments
Optional Forms benefits information, elections and
Results correspondence
Archive payroll Vesting Eligible payment schedule and
data for future use Service Results Retirees election options for with recipients
Archive Final Average Earnings Capture
in calculations recipients
Payroll Data Comments
Request Process Participation Ben
Review Process Update calculation tables Provide pension Selection
Provide Pension
30 Year T-Bond Rates Review age adjustment and estimate to
Estimate Information
401(a)(17) Limits death coverage factors for participant
415(e) Limit Factors retirement
Consumer Price Index (CPI-W) Age Adjustment Factors
Update Calculation Delayed Retirement Credit Death Coverage Factors
Tables Disability Drop Years
Federal Midterm Rates
Max Taxable Wage Base Review benefit eligibility
National Average Wage results
PBGC Rates Benefit Eligibility Specify the calculation to protect in
Delete calculations Eligibility Benefit Calculation Section: Calculate Section: Calculate order to prevent anyone from deleting Create and
Delete Pension Results Employee Paid Benefit Archive and Protect
Request Process Pension Benefits Pension Benefits the results, modifying the calculation Distribute Payment
Calculations Covered Compensation Benefit Calculation
Review Process and Validate Results and Validate Results parameters or rerunning the calculation Information
Beneficiary Information Protect Calculations
Social Security
PeopleSoft Enterprise Create and Distribute Payment Information
Identify employee's
optional form Identify benefit plan Identify payee's new
Yes selection and record number job record
Employee Update Payee Job Yes
Identify Optional Create for payee; review or
Form New Payee update personal or Data
job information Payee Pers/Job Data
Create Payee Verify payee
records Create
Decide if Review Payee an additional
Review/ Action? payee is? Cross payee?
Identify Review a list of all the Identify personal
Update Reference
optional forms? payee records information such as Identify benefit plan
Payee
associated with a name, address, information that
No determines eligibility
particular employee Update gender, marital
Determine Current Review Payee Cross Payee status, and National Beneficiary for retiree benefits
No
Pension Benefits Reference ID Update Payee Job
Update Payee Data
Personal Info Payee Pers/Job Data
Action?
Using Create payment schedules
Automated using automated processing
Processing Request Payment Schedule
Track Domestic Identify other

Create Create payment-related Decide Apply Identify one-time payment
Pension Relations Orders Payment schedule? information if need Off-Cycle adjustment
Administrator Identify Payment- to? Adjustment Make One-Time Adjustments
Identify payment Related Info
schedule, scheduled
amounts, descriptive and
Manually funding source Identify active employee record
information about the Adjust number and benefit plan and
payment Contributions indicate withdrawal details
Create Manual Schedule Withdraw Contribution
Calculate retiree cost of living

adjustments and schedule new
Calculate
payment amount for employees
COLA
receiving benefits
Calculate COLA
Review total payments issued

Create preliminary during the scheduled period, Extract trustee Review trustee
Setup pay payments Research and employee-level break down of the information including Review trustee information
No Create Pension
calendar? Create Retiree resolve issues payments issued, and rollover payment-related summary including payment-
Regulatory
Payments details information Review Trustee related information
Information
Review Payment Results Flatfile Trustee Extract Extract Summary Review Trustee
Review Payment Results Report Online Trustee Extract Extract Content
No Payment Rollover Report
Yes
Review preliminary
Identify pay payment information
periods for a Ready to Confirm and finalize
by period and payments
particular plan confirm Yes
employee Create Retiree Payments
Set Plan Pay payments?
Review Payment
Periods Results
PeopleSoft Enterprise Create Pension Regulatory Information
Create year end statutory

information
Actuarial Valuation Extract
Form 5500 Participation Cnt
Plan Summary
Pension Create and Create or

Identify defined contribution
Administrator fraction and 415(e) limit
Distribute Payment update?
415(e) Limit
Identify yearly social security

earnings
Yearly Soc Sec Earnings

Effectiveness Compensation
Compensation
Manager
PeopleSoft Enterprise Track Domestic Relations Orders
Compensation
Manager
Plan
Rewards
Adjust benefits and override

No calculation elements
Update Employee Plan Data
Receive court
Identify receipt of a Assign activity list to Review pension history
instructions to pay Track all communications
domestic relation order and participant and Identify the amount to determine if the
a specified portion between organization, Benefit Create and
related activities, and once identify completed awarded to the participant has been
of an employee's employee, spouse and payments have Distribute Payment
determined, verify that the activities to qualify alternate payee receiving payments
benefit court commenced? Information
order is qualified Assign Activity List Administer QDRO Update Employee Plan
to an alternate Capture Comments
Create DRO Define Activity Lists Data
payee
Make payment adjustment to
recipients benefit to comply with
Yes
court order
Make One-Time Adjustment
Pension
Administrator
PeopleSoft Enterprise Update Pension Data for Rehired or Deceased Participants

Review pension history to

determine if the participant has
been receiving payments, and if
needed, discontinue payments
Identify Pension Status Prorate pension benefits if
Review pension history to
Create Manual Schedule employee is deceased prior
determine if the deceased
Beneficiary Decide if in to being eligible for
participant has been receiving No
on Record payment cycle? payments
Rehired payments
Update Employee Plan
Participant Identify Pension Status
Data
Review address , phone number,
Identify recently rehired or and personal info for each of the
deceased pension employee's dependents and
Make adjustment Deceased Decide if
recipients beneficiaries
for a ? Participant there is?
Request Process Review Employee Information
Review Process Plan Beneficiaries
Review Payee Cross Reference Verify that elections for
payment have been
Review pension history to Yes recorded
determine if the participant Update Employee Plan
No has been receiving payments, Data
Beneficiaries and if so, discontinue
Exist payments
Identify Pension Status
Pension Create Manual Schedule
Administrator
Need to track Correspondence with Beneficiary Recipients
Create form letters to

Document elections
provide pension benefits
Terminated and correspondence
information and election
Employees with participants
options for participants
Capture Comments
Participation Ben Selection
Assign activity list to Identify benefit plan,

participant and calculation name, Create
periodically identify and pension related notifications
completed activities comments for?
Assign Activity List Capture Comments
Create form letters to

provide pension benefits Document elections
Eligible information, payment and correspondence
Retirees schedule and election with recipients
options for recipients Capture Comments
Participation Ben Selection
PeopleSoft Enterprise Analyze Total Compensation
Compensation Award Salary Measure Reward

Manager Increases Effectiveness
Compensation Process Analyze

Administrator Data Information
Line Manager Award

Performance
Incentives
Stock Manage
Benefits
Manage Benefits
Administrator
Pension
Manage Pension
Administrator
PeopleSoft Enterprise Process Compensation Data
Compensation Award Salary

Increases
Manager
Collect benefits enrollment

Review information about
data effective per the
any errors that occurred Extract benefits and
Benefits reporting plan and calculate
during the benefits deductions data
Information the employee and employer
calculation process Extract Comp or Payroll Data Add ad hoc compensation for a
share of the prices
Review Benefits Calculation group of employees
Calculate Benefits Yes
Adhoc Comp for Organization
Base Pay/ Extract variable View the status of the

Type of
Variable Extract base pay (MCOP) data compensation award extracts for a given Add ad hoc For group of
Compensation information to Yes
Compensation Extract Comp or Payroll Data information reporting plan information? workers?
extract?
Administrator Information Extract Comp or Payroll Data Review Status of Extract
Add ad hoc compensation for

No a small number of employees
Extract benefits and Extract Canadian taxes from Extract U.S. taxes from Adhoc Comp for Employees
Payroll Extract earnings from payroll
deductions from payroll payroll payroll
Information Extract Comp or Payroll Data
Extract Comp or Payroll Data Extract Comp or Payroll Data Extract Comp or Payroll Data
Analyze
No Compensation
Information
Award
Incentives
Stock Manage
Benefits
Manage Benefits
Administrator
Pension
Manage Pension
Administrator
PeopleSoft Enterprise Analyze Compensation Information
Measure Reward
Compensation Effectiveness
Manager
View and analyze the

Multi-
Build the Compensation and
Dimensional
OLAP cube Headcount/FTE cubes with
Analysis
Build Cube third party collaboration and
and Reports
integration
Create aggregated information for

Group Member each individual within a group that
Aggregations you specify
Group Summary Compensation Rpt
Create detailed information about

Process each compensation type for each
Group Member
Compensation Review? individual within a group that you
Compensation Data
Details
specify
Administrator Group Detail Compensation Rpt
Create a listing of all

compensation for each individual,
Individual designed for distribution to
Summaries employees or view online
Total Comp Statement Report
Review Employee Total Comp
Launch Excel with information

Base and (base and variable pay) that you
Variable Pay in extract from PeopleSoft Human
Excel Format Resources
Transfer Comp Data to Excel
PeopleSoft Enterprise Measure Reward Effectiveness
Compensation Analyze Total Plan

Manager Compensation Rewards
Sales
Award Sales
Compensation Incentives
Administrator
Award
Incentives
Stock Manage Stock

Administrator
Benefits
Manage Benefits
Administrator
Pension
Manage Pension
Administrator
Determine the
Map Data
Understand the Analytics
Elements
Required to Create
Process Support
Analytics
Processes
Perform Activity-
Based Analysis
Data
Administrator
Post Information to
Performance
Ledger
Create KPIs and Build Business

Measure Intelligence
Compensation Analyze Reward

Analyst Performance
PeopleSoft Enterprise Perform Activity-Based Analysis
Review results of analysis

Object Navigator Review and/or adjust employee
Build Business ABM Driver
Variance Analysis Employee Update Employee Details
Intelligence Rate
Contribution Cost Resource Adjust Employee Resource Data EIP
Repositories Variance
Cube Results Adjust Jobcode to Hire (BUS_UNIT_PF_FULLSYNC):
Review Driver Rates Adjust Object Volume Data Send full version business unit
Review Driver Quantities information
Review Transactions ABM Object
Review Fragmentation Rates
Identify planning and EIP
simulation criteria (BUS_UNIT_PF_SYNC): Send
Review existing Based on results of Review and/or adjust ledger
Take Define Budget Constraints Create the planning Post Information to new or changed business unit
model and Request analysis of the analysis, determine if Review Ledger resource information
Map Data Elements Update Validate data integrity of appropriate Identify Spending Patterns and simulation data Performance information ABM Object
determine if able to activity-based model wish to establish new and/or audit? Resource Adjust Ledger Resource Data
Required to Create existing or create No the model action Setup Activities in Jobcode Run Jobstream Ledger Variance
use for current Create ABM Cube end-result targets Adjust Ledger to Budget
Analytics new model? Validate Model Integrity Cost Object Volume Rates
analysis Run Jobstream
Create reports for cost Activity Volume
Review ABM Model
objects, calculations, and/or
variances
Object Rate
If new targets are not reasonable
Transaction Cost
or not achievable, create what-if
Capacity Rate Variance
scenarios and simulate the
GL Drillback
process changes involved.
Object Assignment
Object Contribution
Yes Cost Object Listing
Object Cost
Copy an existing AB
Copy existing? Yes AM model
Copy Existing Model
Create or update resources
Define Resources
Map ledger expense data to
Describe Work Group
resources
Create Work/Dept Profile Resources Create drivers to assign
Create Ledger Mapping Rule
Define Capital Charges dollar amounts from one
Map Expense to Data Resource
Create Employee Profile object to another
Data Create Employee Resources Define Driver Attributes
Assign costs Define Driver
Administrator No from resources to Yes Copy Drivers
Create or update activities? Define Driver Quantities
model Define IBU Driver
Review objects Characteristics
Define Model
All Objects Copy IBU Driver
Identify Driver Qty Create or update activities
Resources Create AB AM Copy Drivers Model to Model
Options Describe Common Activities Use consistent
Cost Object Target Create or object table Activities or
No Bill of Services Describe ABM Activities values to assign
Drivers update? Request ABM Cost Objects No
Bill of Services Copy Common Activities costs? Yes
Activities Processing
Activities Activity Volume
Cost Objects
Define Model Creation
Object Details
Create ABM Models
Create Ledger Maps EIP
(FINANCIAL_ACTIVITY_FULLSYNC): Assign costs
Send activity definition to Time and from activities
Yes
Labor to cost Review drivers
objects? Driver Listing
Create reports to audit setup
Resource Target Drivers
Driver Characteristics
EIP (FINANCIAL_ACTIVITY_SYNC): Resource Listing
Drivers Driver Pointer
Send added or changed activity Activity Listing
Driver Quantity
information to Time and Labor Delete Drivers Activity Target Drivers
Driver Rate
Delete IBU Cost Object Listing
Delete drivers? Yes Driver Rate Source
Drivers Cost Object Target Drivers
Inter Bus Unit Assignment
Delete Drivers
Create or update cost Create Drillback Data
objects Define Drillback Levels
Define Cost Objects Activities by Department
Cost Object Volume Resource Listing
No Review AB AM objects Activities by Employee
All Objects Activities by Workgroup
Resources Activity Listing
Review model Activity Fragmentation
No Add pointers? No Objects Cost Object Target Drivers
to balance? Employees by Department
Activities
Cost Objects Employees by Workgroup
Object Details Review Employee Survey

drivers
Review Pointer Quantities
Yes Review Transactions
Define Pointer

to all Warehouses
Object Metadata Search Channel Location
Create or Company Operating Unit Select Dimensions for
CRM Service/Support
Update Customer Product Customer Relationship Call Center Case
Customer Address Product Category (CRM) Warehouse
Metadata Case Lead
Customer Group Product Component
Add new metadata object CRM Sales Case Type
Customer Segments Product Group CRM Common
Record Metadata Sales User Quota Case Source
Department Product Node Territory
Record Summary Metrics Records Case Status
Department Node Product Price Industry
Tree Metadata Define how to use the data, Opportunity Installed Product
Setup Tree Compare such as, restrict info, scale Channel Partners Entitlements Definition
Contacts
Process Tree Compare Create rule tables info, or mathematical Sales Model Entitlement Plan Header
Decide Review Tree Compare or other mapping calculations for virtual Assess Impact Sales Team Group Member Cost
Add New CRM Marketing
which action is Review Super Tree Rule Metadata columns of changes Sales Model Categories
Object Leads
needed Update Super Tree Table Map Filter Impact Analysis Stage Provider Group Cost
Marketing List
Report Metadata Data Map Constraint Opportunity Categories
Select Dimensions for Supply Chain (SCM) Warehouse Marketing
User Functions DataSet Header Provider Group
Campaign
Value objects Expression Sales Forecast Service Level
SCM Common SCM Cost SCM Production SCM Inventory Marketing
Metric Metadata Competition Solution
Reason Code Cost Element Engineering Change Order Items Campaign Wave
Job Total Metadata Information Solution/Product Link
Region Code Cost Overhead Rate Code Engineering Change Order Item Type Channel Activity
Balance Rules Metadata Validate and compile other Timeframe Period
Business Unit Type Cost Version Apprv Item Category Codes Channel Instance
metadata changes, if Agreement Header
Support Team Member Production Operation Times Item Master Header Channel Medium
Delete existing metadata Sales Person Production Areas Family Offer Discount
Delete Mass Validate Agreement Line
Impact Analysis Sales Order SCM Purchasing Work Center Group Entitlements
Identify organization Transaction Party Origin Purchase Order Carrier
Define Return Materials Distribution Network Code
Add or update info Create Jobstream Information Track progress, if specific dimensions, Matching Rules
Allocations Match Exception Authorization Distribution Network
Yes about the engine needed sources, rules, and job
associations Voucher Vendor Return Header
MetaData Engine Record Suites
Records in Jobstream Financial Fixed Basis Dimensions AP Disbursements Receiver Header
Identify records Temporary Table Sources
Decide if
suites for a Rules
need to update
Create engine instance, jobstream Rule Set
engine info Identify temporary
identify jobstream Jobstream Record Decide type Job Association
table instances Yes Suite
sequence
No
Job Meta Data
(Application if record suites processing, if needed Load Data into the
Associate Ruleset to Job Role Course Session Cost Define Data Loader
Load the Operational Data Store Account Codes Prior Work Experience Review Error
Role Competency Employees Define Group
Action Type Position
Load operational data store Competency of Competency General Demand by
Create currency conversion Establishment Codes Job Code
Define and create ETL using ETL maps and Types Department
Determine rules Action Reason Map Job Code Set
mappings Informatica PowerMart ETL Competency of Competency Training History
Analytics Required Setup shared Identify Rules Define Standard Letter Code Job Tasks
Setup Code Value tool Cluster Training Program Job
to Support processing? Create Set of Rules framework? Duration Group Definition Job Code Task Definition
Setup Load Date/Time Load ETL Session or Batch Cluster Compnt Accomplishment Codes
Processes Associate Rules to Job Type of Termination Reason Map Report Job Code Comp Rate
Setup Job Options Review Job History Competency Rating Description Training Session
Review Conversion Messages warehouse? Job Earnings Distribution
Setup ETL Defaults Review Job Summary Person Competency Evaluation Vendor Address
Disability
Create ETL Load Mappings Review Error Summary School Vendor Policy Detail
Integrate with Business Analytic Modeler (BAM) HRMS Absence/Vacation Health and Safety Data
Review ETL Descriptions School Education Works Council
Absence Class School Type HRMS Compensation
Absence Code
Create Define Define BAM Define BAM
Absence Type
Compensation Code
Rollup Create aggregate Models and templates models Compensation Deduction Map HRMS Benefits HRMS Salary
Employee Time Profile
information based on Templates Define Template Define Models HRMS Applicants Compensation Earnings Map Coverage Code Review Factor
Accounting Business Vacation Bonus Entitlement
Compensation GP Pin Map
business unit tress or Vacation Plan Applicant Information Dependent Data Review Scale
Information Units/
scenario trees Applicant Accomplishment Deduction Frequency Leave Benefit Enrollments Review Rating
Scenarios Vacation Request
Business Units Applicant Competencies Department Budget Ded Dist Stock Plan Rate Code
Scenario Create/ Applicant Disability Department Budget Earn Dist Benefits Valuation Map Grade
Create aggregated Decide Create/Update Employee Variable Comp
Update Applicants Email Benefits Valuation Map Matrix Percent
Decide type of Performance Ledger if need to... Model Rate Code Group Code
Models Report Increase Matrix
information Performance Ledger information based on Variable Comp Plan
calendars
Performance Ledger
Create aggregated General Review information Update user
General Ledger information based Review about models that information and Select dimensions
Ledger on calendars Checked have been checked recalculate for Financials
General Ledger Out Models out models warehouse
for E AS
warehouse
Select other
Create business framework
dimensions
Setup Account Types
Define Accounts
Account Nodes
Define Scenarios
Define Models
Technical Scenarios
Review and correct critical

Data errors
Administrator TableSet ID
Record Group
TableSet Control
Critical (PTools)
Performance
Based Analysis
Post Information to
Retrieve dimension data Ledger
Review and CRM Sales CRM Marketing CRM Support/Service Budget Period
workforce
correct? Opportunity Header SFA Leads Call Center Case Channel
analytic data?
Opportunity Close Lead Tasks Call Center Case Detail Company
Opportunity Sales Rep Lead Products Case Association Customer
Opportunity Quote Opportunity Products Case Audit Customer Address
Forecast Detail Resolution Department
structures
Account Tree
PO Line Assembly Scrap Costs Inventory Receiving Review and correct SCM SCM Purchasing SCM Inventory SCM Production
Tree SCM Production SCM Shipping &
Financials Related Department Tree Engineering Change Order
codes Requisition Distribution Inventory Trans Actual Prod Hrs Receiving
FINCODE Tree Buyer Inventory Item Type Engineering Change Order
Setup Geography ID Map Requisition Line Item Volume BOM Items Qty
Organization Tree SCM AP Purchasing Item Attributes Inventory Item Category Code Apprv
Geography ID Map Report RMA Line Physical Inventory Item SF Receiver Distribution
Geography Tree AP Accounting Entry Purchasing Item Business Unit Item Master Header Production Operation Times
Requisition Ln Delivery Schd Order Line Receiver Line
Industry Tree Voucher Line Item Vendor Location Inventory Family Production Area
RTV Distribution Prod Oper List Routing Ops SCM Common
Job Code Tree Voucher Schedule Purchase Order Inventory Group Work Center
RTV Line SCM Billing Order Schedule Receive Ship Reason Code
Position Tree Payment Origin Purchase Order Inventory Stock
Map compensation codes and Billing PL/Prd Intgrt Header Ship Detail Region Code
Unit Code Tree Return Materials Authorization Inventory Package
plan values Summarize error statistics Production Variances Shipment Fact Business Unit Type
Fact Data Vendor Return SCM AP
Compensation GP PIN Map Review and correct HCM data Sales Order SCM Cost Ship Vendor Govt Cert
Review and edit Complete Workforce Survey Review Workforce Survey setup reports Stock Grant Review and correct CRM dimension data
Review Job History
Review Job Summary
Demographic
Instrument Event
Instrument Balance
Index Rate HRMS Employee & Job
HRMS Common HRMS Absence/Vacation HRMS Competencies HRMS Salary
Income Personal Data HRMS Compensation
Budget Period Bus Unit Absence Code Competencies Review Factors
Instrument Personal Data Details Deduction Frequency
Establishment Codes Absence Type Competency Types Salary Step
Volume Personal Names Dept Budget Ded Dist
Account Codes Employee Time Profile Competency Hierarchies Salary Grades
Instrument. Ledger National ID Types Dept Budget Earn Dist
Vacation Bonus Competency Cluster Tables Salary Rate Code
Instrument Option Personal Data National Employee Variable Comp
Entitlement Competency of Comp Salary Plan
Instrument Other IDs Rate Code Group Code
HRMS Applicant Vacation Plan Clusters Salary Matrix Percent
Participant Prior Work Experiences Variable Comp Plan
Applicant Information Vacation Request Accomplishments Salary Increase Matrix
Interest Rate Employment
Applicant Vacation Service Rate Accomplishment Clusters
Instrument Status Position
Accomplishment Values Role Competencies
Instrument Swap Job Code HRMS Training HRMS Workforce
Payment History Applicant Competencies Role Accomplishments
Job Task Courses Analysis
Treasury Position Applicant Disability Competency of Roles
HRMS Benefits Job Code Task Definition Course Expenses Absence Class
Applicants Email Competency Rating
Dependent Data Job Code Comp Rate Course Instructors Employees
Descriptions
Leave Benefit Job Earnings Distribution Course Sessions General Demand
Person Comp Evaluations
Enrollments Disability History Role
Course Goal-Competencies
Stock Plans Injury Illness Training Session Role Accomplishments
School Types
Works Council General Demand by Dept Role Competencies
School Codes
Type of Entitlements Definition Training Program Job Role Tasks
Dimension Data School Educations
dimension data Codes Role Task Definition
Vendor Address Role Task-
Vendor Policy Detail Accomplishments

Map Data Elements update models Map Ledger Data
Required to Create Create Error Log Report
Analytics
Ledger
Mapper
Perform Activity- Posting

Based Analysis Method?
Create engine Create aggregate

Yes instance, identify job info based on
All Create or update Create or update Yes
Yes stream processes , business unit trees
Other metadata? metadata and run sequence or scenario trees
Assign rules, define Create

Review assignment Create Associate ruleset to Update scenario for Move data into the
basis and target of the assignment rule
No processing results or update No a job ledger mapped No performance journal table
assignment groups
Rules jobstreams? Job Association method? Processing Messages
Value Objects RuleSet
Data
Administrator
Review and /or Unpost data to Identify tolerances

Post data to
Edit journal entries correct errors Re- ledger for editing
Set Create AB AM object Performance Ledger Posted in
No Edit Journals Correct Errors edit corrected No Yes Unpost Ledger Yes Job Total Metadata
tolerances ? table Post Ledger error?
Edit Journals (ADB) Correct Journal data ? Unpost Ledger Balance Rules
Post Ledger (ADB)
Errors (ADB) (ADB) Metadata
Yes Review
performance ledger
Reconcile balances
No Review? Yes information Set tolerances? No
Reconcile Balances
Review Ledger
Identify tolerances Details
for editing Re-edit journal
Yes Job Total Metadata entries
(ADB) Clean up journals
Build
Reconcile Request Journal
Business
No balances over Yes Clean up
Intelligence
time? Request Clean up
Repositories
(ADB)
No
Review results View information

My Profile about scorecard
Scorecard at a Glance Review personal components and KPIs
Employee KPIs by Perspective My KPIs
Strategy My Manual KPIs
KPI List Manual KPI
KPI Exceptions Search View assessment View performance
Search Portfolio KPI Query results, and a bar chart results by category
Search Detail by ST of KPI performance Perspective
Search Summary by ST KPI List Chart Assessment
EIP
(KP_KPI_ASMT_FACTS): Assess scorecards and
Publish KPI information create notifications
Run Jobstream
Run Multiple Jobstreams
Application Assess Scorecards
Calculate and assess KPIs
Administrator Calculate and Assess KPIs
Apply Manual
Assessments
Send Notifications
KPI Expressions
Review and finalize Create KPI reports

scorecard KPI by Strategic Initiative
Set Targets KPI and Calc by Model
Create KPIs KPI Compare KPI, Target Rules by Model
Create KPI Assign Calendar to Scenario KPI by Perspective
Identify basis for Key
Definition KPI Detail
Performance
Cause and Effect KPI Target Rule Values
Indicators (KPIs)
Map Data Elements Calculation Rules KPI Data Element Values
Data Elements
Required to Create Objects Create the scorecard
Calculations
Analytics Target Rule Define Scorecard Details
Actions
Options Identify Assessment Groups
Activity
Weight Scale Associate Related KPIs Create scorecard reports
Assessment
Colors Set Targets Scorecards by Strategy Tree
KPI Definition View Assign Calendar to Scenario Scorecards by KPI
Scorecards by Assessment Group
Build Business
Intelligence
Data Scorecard Assessment
Repositories
Administrator Create portfolios to Strat Component by Perspective
No
Setup Portfolios


Determine Strategic
Yes
Initiatives

Time Dimension
Fact Variables

Time Dimension
Account Tree
Account Tree Nodes
Setup shared data
DataMart Definition
Dimension
Element Setup a customer relations
Application Fact Load operational data store (CRM) datamart
Administrator Hierarchy using ETL maps and Type of Map Campaign Metrics Build the data marts
Metric Permissions Informatica PowerMart ETL data mart ? Time Dimension Activate Build Components
Metric Metadata tool CRM Fact Source Build Data Mart
Report Metadata Value Ranges
Review Data Mart Territory Tree Data
Review Elements
Review Hierarchy

mart
Time Dimension

Data Mart Variables
Workforce Group
Workforce Group Set
Time Dimension
Create KPIs and

Measure
Performance

Administrator Based Analysis
Post Information to
Performance
Ledger
Human Analyze Reward

Resource Performance
Analyst

People Soft HCM 9.0 Business Process Maps

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Business Process Maps

Oracle’s PeopleSoft Enterprise

License Restrictions Warranty/Consequential Damages Disclaimer

Recruiter Recruit Applicants

Evaluate and Hire and Enable

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 3

Define Recruiting Create

Analyze Pool of Create

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Create portfolios to compare

Calculate and assess KPIs EIP

Review and finalize

Review and finalize

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Define specific educational

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Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 7

Create Review workforce groups

Human Review workforce competency

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Create Job Post Job Evaluate and

Receive and Track

Search for Jobs Apply for Job Self

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Plan Headcount Plan Headcount

Modify cloned job

Review and update

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Source Service Integration with PeopleSoft

Identify Integration with third

Review job postings by

Source Service Integration with PeopleSoft

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Attend Attend recruiting

Register for job

Search job postings

Subscribe to Receive and

Review active open

Seek Job Opportunity

Job Search job postings

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Search the internet for

My Job Find Job

Review hot job

Line Manager Post Job Openings

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Mail hard copy

Confirm or cancel the

Candidate Apply for Job Self-

Extract Extract resumes from

Review and/or update

Line Manager Evaluate and

Human Analyze Recruiting

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Recruiter Match Applicant to Schedule Perform Pre-Hire Present and

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Search internal Review

Search for potential applicants that

Search internal database for Review list of potential

Define search criteria and create Review list of potential

Review Potential Receive potential candidates from Review list of potential

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Route applicant Receive and track Update applicant