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Business Unit/SetId Functionality in PeopleSoft HRMS

Agenda
Background
Define Business Units, SetId's, and TableSet Sharing Case Study Business Units and SetId's within HRMS Review

Background

Prevent Information overload

Allow for defining flexible organizational entities other than company or department

Centralize or decentralize data

Background

Departments

Job Codes

Locations

Background

Departments

Job Codes

Locations

Agenda
Background
Define Business Units, SetId's, and TableSet Sharing Case Study Business Units and SetId's within HRMS Review

What is a Business Unit?


A logical unit within your organization

No predetermined definition
Higher business level for reporting and business data roll-up

Another level for associating an employee to their companys organization for HR purposes

Deciding on a Business Unit Structure


Considerations.

Single versus multiple Business Units


May reflect organizations structure Explore alternative possibilities and perspectives Should support all your regular business decisions

Deciding on a Business Unit Structure


How you define a Business Unit may depend upon. . .

Your industry
How you have organized operating responsibilities Statutory requirements or regulatory reporting demands Other Dixons/PeopleSoft applications in use

Examples of Business Units

123 World Business

789 Inc.

ABC Banking
Branch Branch Branch

America Europe Asia

XYZ Entertain
Hotels Parks Retail

Admin Sales C.Serv

Deciding on SetId's
Keep the following points in mind... Business Unit structure Centralize or decentralize information

Share or limit data among Business Units

Examples of SetId's
ABC Banking

Main Office
Bank Branch 1 Bank Branch 2 Bank Branch 3

Jobcodes
ALL

BRANCH

LOANS

Loans Office

Section Review
Business Units: logical unit(s) within your organization,
main purpose is to share transactional data (i.e. employee data)

SetId's: a key field added to setup tables creating sets of data,


main purpose is to share setup information (i.e. company information)

TableSet Sharing: the relationship between Business Units and SetIds (i.e. the sets of data)
main purpose is provide data access from within in a business unit

Agenda
Background
Define Business Units, SetId's, and TableSet Sharing Case Study Business Units and SetId's within HRMS Review

Case Study

Santas Workshop Inc.

Case Study - Santas Workshop

Santas Workshop Inc.

Shipping

Manufacturing Research & Development

Case Study - Santas Workshop


Santas Workshop
North Pole (headquarters) workshops USA workshops Europe workshops

Key Areas in each Workshop


R&D Manufacturing

Shipping

Case Study - Business Units


Business Units within Santas Workshop
USARD USA R & D

Santas Workshop Inc.

USAMN USA Manufacturing USASH USA Shipping EURRD Europe R&D EURMN Europe Manufacturing EURSH Europe Shipping

NPLRD North Pole R&D NPLMN North Pole Manufacturing NPLSH North Pole Shipping

Case Study - SetIds


SetId's (TableSets) within Santas Workshop
USA
USA specific set of data

EURO
European specific set of data

NPOLE
North Pole specific set of data

GBL
Common set of data

Case Study - TableSet Sharing


The Relationship b/w Business Units and SetId's within Santas Workshop
Record Groups
HR_01 Departments HR_02 Job Codes HR_03 Locations HR_05 Salary Plans

Business Units

NPLRD
North Pole R&D

NPOLE USA USA EURO

NPOLE USA USA EURO

NPOLE USA USA EURO

GBL
GBL GBL GBL

USARD
USA R&D

USAMN
USA Manufacturing

EURSH
Europe Shipping

SetId's

Review
Business Unit and SetID functionality Prevent information overload

Allow for defining flexible organizational entities other than company or department

Centralize or decentralize data

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