PeopleSoft HR 9.1 PeopleBook: Administer Training

316 Pages·2012·3.46 MB·English

PeopleSoft HR 9.1 PeopleBook:
Administer Training
March 2012
PeopleSoft HR 9.1 PeopleBook: Administer Training
SKU hcm91fp2hhat-b0312
Copyright © 1988, 2012, Oracle and/or its affiliates. All rights reserved.
Trademark Notice
Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their
respective owners.
License Restrictions Warranty/Consequential Damages Disclaimer
This software and related documentation are provided under a license agreement containing restrictions on use and
disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or
allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit,
perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation
of this software, unless required by law for interoperability, is prohibited.

Warranty Disclaimer
The information contained herein is subject to change without notice and is not warranted to be error-free. If you find
any errors, please report them to us in writing.

Restricted Rights Notice
If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of
the U.S. Government, the following notice is applicable:
U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software,
any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are
"commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-
specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the
programs, including any operating system, integrated software, any programs installed on the hardware,
and/or documentation, shall be subject to license terms and license restrictions applicable to the programs.
No other rights are granted to the U.S. Government.

Hazardous Applications Notice
This software or hardware is developed for general use in a variety of information management applications. It is not
developed or intended for use in any inherently dangerous applications, including applications that may create a risk of
personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all
appropriate failsafe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates
disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.

Third Party Content, Products, and Services Disclaimer
This software or hardware and documentation may provide access to or information on content, products and services
from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of
any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be
responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or
services.
Contents
Preface
PeopleSoftHRAdministerTrainingPreface ........................................................................................... xiii
PeopleSoftProducts ...................................................................................................................................... xiii
PeopleSoftHCMApplicationFundamentals ............................................................................................... xiii
PeopleBooksandthePeopleSoftOnlineLibrary ......................................................................................... xiii
Chapter 1
GettingStartedwithAdministerTraining .................................................................................................. 1
AdministerTrainingOverview ........................................................................................................................ 1
AdministerTrainingBusinessProcesses ........................................................................................................ 1
AdministerTrainingIntegrations .................................................................................................................... 2
AdministerTrainingImplementation ............................................................................................................. 2
Chapter 2
DefiningTrainingCoursesandPrograms ................................................................................................... 5
UnderstandingCourseandProgramSetup ..................................................................................................... 5
TrainingCourses ....................................................................................................................................... 5
TrainingPrograms .................................................................................................................................... 6
Prerequisites .............................................................................................................................................. 6
SettingUpVendorsandVendorContacts ...................................................................................................... 6
PagesUsedtoSetUpVendorsandVendorContacts ............................................................................... 7
EnteringBasicVendorInformation ......................................................................................................... 7
EnteringVendorAddressesandCostInformation ................................................................................ 10
EnteringVendorContactDetails ........................................................................................................... 10
EnteringVendorContactAddresses ...................................................................................................... 11
SettingUpTrainingEquipment,Materials,andFacilities ........................................................................... 12
PagesUsedtoSetUpTrainingEquipment,Materials,andFacilities .................................................... 13
IdentifyingEquipmentandMaterials ..................................................................................................... 13
EnteringTrainingFacilityAddresses ..................................................................................................... 14
EnteringContactandEquipmentInformation ....................................................................................... 16
TrackingTrainingRoomInformation .................................................................................................... 17
EnteringTrainingFacilityDirections .................................................................................................... 18
SettingUpInstructors ................................................................................................................................... 19
Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. iii
Contents
PagesUsedtoSetUpInstructors ............................................................................................................ 19
AddingInstructors .................................................................................................................................. 20
DefiningCoursesthatanInstructorIsQualifiedtoTeach ..................................................................... 21
ViewingInstructorCompetencies .......................................................................................................... 23
ViewingInstructorAccomplishments .................................................................................................... 23
DefiningCourseCategories .......................................................................................................................... 24
PageUsedtoSetUpCourseCategories ................................................................................................. 25
DefiningCourseCategories ................................................................................................................... 25
SettingUpCourses ....................................................................................................................................... 26
PagesUsedtoSetUpTrainingCourses .................................................................................................. 26
DefiningGeneralCourseInformation .................................................................................................... 27
DefiningInstructorCompetenciesandAccomplishments ..................................................................... 30
SpecifyingCoursePrerequisites ............................................................................................................. 31
DefiningCourseEquipmentandMaterials ............................................................................................ 32
SpecifyingCourseClassification ........................................................................................................... 33
SpecifyingCourseContent,Audience,andAgenda .............................................................................. 34
OrganizingtheCourseCatalog ..................................................................................................................... 35
PageUsedtoOrganizetheCourseCatalog ............................................................................................ 35
ViewingandReorganizingCourses ....................................................................................................... 36
SettingUpTrainingPrograms ....................................................................................................................... 36
PageUsedtoSetUpPrograms ............................................................................................................... 36
CreatingTrainingPrograms ................................................................................................................... 37
SettingUpNoncourseTraining ..................................................................................................................... 38
PageUsedtoSetUpNoncourseTraining ............................................................................................... 38
SettingUpNoncourseTraining ............................................................................................................... 38
(MEX)CreatingTrainingandDevelopmentPlans ....................................................................................... 39
RunningTrainingCourseandTrainingProgramReports ............................................................................ 39
PagesUsedtoRuntheReports ............................................................................................................... 40
Chapter 3
SettingUpTrainingCosts .......................................................................................................................... 43
UnderstandingTrainingCosts ...................................................................................................................... 43
TrainingCostandBudgetSetup ............................................................................................................ 43
TrainingCurrencies ................................................................................................................................ 44
SelectingtheBaseCurrencyforTrainingCosts ........................................................................................... 46
PageUsedtoSelecttheBaseCurrencyforTrainingCosts .................................................................... 47
SpecifyingtheBaseCurrency ................................................................................................................ 47
SettingUpTrainingCostUnits ..................................................................................................................... 48
UnderstandingTrainingCostUnits ......................................................................................................... 48
PageUsedtoModifyTrainingCostUnits ............................................................................................. 49
SpecifyingtheRelationshipBetweentheCostUnitandDurationLabel .............................................. 49
DefiningDefaultTrainingCosts ................................................................................................................... 51
iv Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved.
Contents
UnderstandingDefaultTrainingCosts ................................................................................................... 51
Prerequisites ............................................................................................................................................ 52
PagesUsedtoSetUpDefaultTrainingCosts ......................................................................................... 52
EnteringVendor,Facility,andEquipmentCosts ................................................................................... 53
DefiningtheSourceofDefaultCosts ..................................................................................................... 55
EnteringInstructorCostsandOtherExpenses ....................................................................................... 56
DefiningStudentCosts ................................................................................................................................. 57
UnderstandingStudentCosts ................................................................................................................. 58
PagesUsedtoSetUpStudentCosts ...................................................................................................... 59
IdentifyingtheTrainingCompensationCostbyJob ............................................................................. 59
IdentifyingTrainingCompensationbyEmployee ................................................................................. 60
ProcessingTrainingCostsforaGroup .................................................................................................. 62
DefiningTrainingBudgetPeriodsandDepartmentAllocations .................................................................. 64
UnderstandingBudgetPeriodsandDepartmentAllocations .................................................................. 64
PagesUsedtoSetUpTrainingBudgetPeriodsandDepartmentAllocations ........................................ 65
DefiningBudgetPeriods ........................................................................................................................ 65
AllocatingBudgetstoDepartments ....................................................................................................... 66
Chapter 4
DefiningTrainingRequirements ................................................................................................................ 69
UnderstandingTrainingDemand .................................................................................................................. 69
CommonElementsUsedinThisChapter ............................................................................................... 69
TrainingDemandsandBudgets ............................................................................................................. 70
MethodsofDeterminingTrainingDemand ........................................................................................... 70
DemandProfiles ..................................................................................................................................... 71
DepartmentTrees ................................................................................................................................... 72
CreatingDemandProfiles ............................................................................................................................. 74
UnderstandingDynamicandStaticDemandProfiles ............................................................................. 74
PagesUsedtoSetUpDemandProfiles ................................................................................................. 74
CreatingDynamicProfiles ..................................................................................................................... 75
CreatingStaticProfiles ........................................................................................................................... 77
ViewingSelectionResults ..................................................................................................................... 79
RunningtheProcesstoCreateDemandProfiles ................................................................................... 80
DefiningGeneralDemands ............................................................................................................................ 81
PagesUsedtoDefineGeneralTrainingDemands .................................................................................. 81
DefiningGeneralDemandInformation ................................................................................................. 82
DefiningtheGroupThatNeedsTraining .............................................................................................. 83
SpecifyingaDemandProfile ................................................................................................................. 85
EnteringCountry-SpecificInformationforGlobalDemand ................................................................. 86
DefiningDepartmentalTrainingDemands ................................................................................................... 87
PagesUsedtoDefineDepartmentalTrainingDemands ......................................................................... 88
DefiningtheNumberofEmployeesinaDepartment ............................................................................ 88
Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. v
Contents
DefiningEmployeeTrainingDemandsandDemandbyCourse .................................................................. 90
PagesUsedtoDefineEmployeeTrainingDemandandDemandbyCourse ......................................... 90
SpecifyingCoursesforanEmployee ..................................................................................................... 91
EnteringAdditionalEmployeeDemandDetails .................................................................................... 92
SpecifyingEmployeeDemandbyCourse ............................................................................................. 93
EnteringAdditionalEmployeeDetailsbyCourse ................................................................................. 94
Chapter 5
PlanningTrainingBudgets ........................................................................................................................ 97
UnderstandingtheTrainingBudgetPlanningProcess ................................................................................. 97
CommonElementsUsedinThisChapter ............................................................................................... 97
BudgetScenarios .................................................................................................................................... 98
TheScenarioProcess .............................................................................................................................. 98
CreatingDepartmentScenarios .................................................................................................................. 102
PagesUsedtoCreateDepartmentScenarios ........................................................................................ 103
DevelopingTrainingPlanScenarios .................................................................................................... 103
(FRA)EnteringCountry-SpecificDepartmentInformation ................................................................ 106
ViewingTrainingComponentCosts .................................................................................................... 107
CreatingGlobalScenarios .......................................................................................................................... 108
PagesUsedtoCreateGlobalScenarios ................................................................................................ 108
IncludingandExcludingDepartments,JobCodes,andCompetencies ............................................... 109
WritingSelectionCriteria .................................................................................................................... 112
CreatingScenariosbyCopyingAnExistingScenario ......................................................................... 113
ActivatingScenariosandViewingSummaries ........................................................................................... 115
PagesUsedtoActivateScenariosandViewSummaries ...................................................................... 115
ActivatingScenarios ............................................................................................................................ 116
ViewingCostDetails ........................................................................................................................... 116
ViewingDemandDetails ..................................................................................................................... 117
TrackingTrainingPlans .............................................................................................................................. 118
PagesUsedtoTrackTrainingPlans ..................................................................................................... 118
DefiningDepartmentalViews .............................................................................................................. 118
ReviewingtheCourseList .................................................................................................................... 119
ReviewingTrainingPlans ..................................................................................................................... 120
FreezingBudgets,MovingUnapprovedDemands,andDeletingScenarios .............................................. 121
PagesUsedtoFreezeBudgets,MoveUnapprovedDemands,andDeleteScenarios ........................... 121
FreezingBudgetPeriods ...................................................................................................................... 122
MovingUnapprovedDemandstotheNextPeriod .............................................................................. 122
DeletingObsoleteScenarios ................................................................................................................ 123
RunningBudgetTrainingReports .............................................................................................................. 124
PagesUsedtoRunBudgetTrainingReports ........................................................................................ 125
vi Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved.
Contents
Chapter 6
AdministeringCourseSessions ................................................................................................................ 127
UnderstandingCourseSessions ................................................................................................................... 127
CommonElementsUsedinThisChapter ............................................................................................. 127
CutSessions .......................................................................................................................................... 127
PlanningandSettingUpCourseSessions .................................................................................................. 128
PagesUsedtoPlanandSetUpCourseSessions .................................................................................. 128
PlanningNewCourseSessions ............................................................................................................ 130
ViewingInstructorSchedules .............................................................................................................. 132
SettingUpGeneralSessionInformation .............................................................................................. 132
SettingUpSessionLocationsandInstructors ...................................................................................... 134
ViewingandUpdatingSessionAddressandContactDetails .............................................................. 135
ChoosingTrainingRooms ................................................................................................................... 136
ChoosingInstructors ............................................................................................................................ 137
SpecifyingRequiredEquipmentandMaterials ................................................................................... 138
ViewingAvailableEquipmentandMaterials ...................................................................................... 139
DefiningMiscellaneousSessionExpenses .......................................................................................... 139
ViewingSessionDetails ....................................................................................................................... 140
SettingUpCourseSessionCosts ............................................................................................................... 141
PagesUsedtoSetUpCourseSessionCosts ......................................................................................... 141
EnteringVendorCostsforaCourseSession ....................................................................................... 142
SettingUpSessionCostsThatAreAssociatedwiththeFacilityandInstructor ................................. 144
RecordingCostsThatAreAssociatedwithRequiredEquipment ....................................................... 147
RecordingCostsThatAreAssociatedwithCourseSessionExpenses ................................................ 148
ClosingCompletedorCanceledSessions ................................................................................................... 150
RecordingStudentFeedback ...................................................................................................................... 151
PagesUsedtoRecordStudentFeedback .............................................................................................. 151
RecordingGeneralStudentFeedbackonCourseSessions .................................................................. 152
(USF)EnteringIndividualTrainingEvaluations ................................................................................. 154
RecordingSpecificEmployeeFeedback .............................................................................................. 155
RunningCourseSessionReports ................................................................................................................ 156
PagesUsedtoRunCourseSessionReports .......................................................................................... 156
Chapter 7
EnrollingandWait-ListingStudents ...................................................................................................... 159
UnderstandingStudentEnrollmentOptions ............................................................................................... 159
CommonElementsUsedinThisChapter ............................................................................................. 159
EnrollmentMethods .............................................................................................................................. 160
GeneratingStudentFormLetters ................................................................................................................ 160
Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. vii
Contents
PageUsedtoGenerateStudentFormLetters ....................................................................................... 160
ProducingTrainingLetters ................................................................................................................... 160
RunningtheTrainingLettersReport ................................................................................................... 161
EnrollingStudentsManually ...................................................................................................................... 163
PagesUsedtoEnrollStudentsManually .............................................................................................. 164
EnrollingIndividualStudents ............................................................................................................... 164
EnrollingStudentsbyDepartmentDemand ............................................................................................... 169
PagesUsedtoEnrollStudentsbyDepartmentDemand ....................................................................... 170
EnrollingStudentsbyDepartment ....................................................................................................... 170
ViewingSubscribedEmployees ........................................................................................................... 173
EnrollingbyEmployeeDemand ................................................................................................................. 173
PagesUsedtoEnrollbyEmployeeDemand ........................................................................................ 174
SpecifyingEmployeeDemand .............................................................................................................. 174
EnrollingStudentsbyGroup ...................................................................................................................... 175
PagesUsedtoEnrollStudentsbyGroup .............................................................................................. 176
EnrollingorWait-ListingGroupMembers .......................................................................................... 176
ViewingSubscribedEmployees ........................................................................................................... 179
ManagingWaitingLists .............................................................................................................................. 181
PagesUsedtoManageWaitingLists .................................................................................................... 181
AddingStudentstoWaitingLists ........................................................................................................ 181
EnrollingStudentsAutomatically ........................................................................................................ 182
MovingStudentsBetweenCourseSessions ............................................................................................... 184
PageUsedtoMoveStudentsBetweenCourseSessions ....................................................................... 184
MovingStudentsBetweenSessions ..................................................................................................... 184
RunningEnrollmentandWaitingListReports .......................................................................................... 185
PagesUsedtoRunEnrollmentandWaitingListReports .................................................................... 186
Chapter 8
TrackingStudentTraining ....................................................................................................................... 187
UnderstandingTracking .............................................................................................................................. 187
MaintainingStudentTrainingData ............................................................................................................ 187
PagesUsedtoMaintainStudentTrainingData .................................................................................... 188
EnteringorReviewingStudentandCourseInformation ..................................................................... 188
LinkingaStudent'sCourseInformationtoaDemandID .................................................................... 191
EnteringTrainingHoursDetails ........................................................................................................... 194
SearchingforCompetencyTraining ..................................................................................................... 198
(USF)TrackingFederalTrainingRequests ................................................................................................ 198
PageUsedtoTrackTrainingRequests ................................................................................................. 199
TrackingandReviewingRequestedCourses ....................................................................................... 199
ReviewingTraining-RelatedEmployeeData ............................................................................................. 200
RunningStudentTrainingReports ............................................................................................................. 200
PagesUsedtoRunStudentTrainingReports ....................................................................................... 200
viii Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved.
Contents
Chapter 9
TrackingTrainingCosts .......................................................................................................................... 201
UnderstandingTrainingCostTracking ....................................................................................................... 201
CommonElementsUsedinThisChapter ............................................................................................. 201
StudentReimbursementProcessing ..................................................................................................... 202
DefiningandTrackingReimbursableTuitionExpenses ............................................................................ 202
PagesUsedtoDefineandTrackReimbursableExpenses .................................................................... 202
DefiningReimbursableExpensesandPercentages .............................................................................. 203
TrackingStudentReimbursements ...................................................................................................... 204
CalculatingandMaintainingStudentCosts ................................................................................................ 206
PagesUsedtoCalculateandTrackStudentCosts ................................................................................ 207
RunningtheComputeStudentCostsProcess ...................................................................................... 208
(FRA)ReviewingandUpdatingVendorCosts .................................................................................... 210
(FRA)UpdatingandMaintainingFacilityCosts .................................................................................. 212
(FRA)UpdatingandMaintainingEquipmentCosts ............................................................................. 212
(FRA)UpdatingTrainingCostDataImportedfromLearningManagement .............................................. 213
PageUsedtoPurgeDeletedELMCostData ........................................................................................ 213
UpdatingActualTrainingCosts ................................................................................................................. 213
PageUsedtoRuntheUpdatePlannedandRealCostProcess ............................................................. 214
RunningtheUpdatePlannedandRealCostProcess ........................................................................... 214
ReviewingTrainingCosts ........................................................................................................................... 215
PagesUsedtoReviewTrainingCosts .................................................................................................. 215
ReviewingBudgetedCosts .................................................................................................................. 216
ReviewingUnbudgetedCosts .............................................................................................................. 217
ComparingBudgetedCoststoActualCosts ........................................................................................ 217
(FRA)ReviewingEmployeeSessionCosts ............................................................................................... 221
PageUsedtoReviewEmployeeSessionCosts .................................................................................... 222
ViewingEmployeeCourseSessionCosts ........................................................................................... 222
Chapter 10
(DEU)TrackingProfessionalEducationalProgramsforGermanEmployees .................................... 225
UnderstandingGermanInternalEducationalTrainingPrograms ............................................................... 225
SettingUpTrainingPlansandTrackingEmployeeProgress ..................................................................... 225
PagesUsedtoIdentifySteps,GroupSteps,andTrackEmployeeProgress ........................................ 226
IdentifyingtheStepsforaTrainingPlan ............................................................................................. 226
GroupingtheStepsintoaTrainingPlan .............................................................................................. 227
EnrollingaPersonintoaTrainingPlan ................................................................................................ 228
TrackingEmployeeProgress ............................................................................................................... 229
Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. ix
Contents
Chapter 11
(ESP)ManagingTripartiteFoundationCommunications .................................................................... 231
UnderstandingTripartiteFoundationCommunicationsManagement ......................................................... 231
DeliveredXMLNodesforTripartiteFoundationReporting ................................................................ 232
DeliveredXMLTemplatesforTripartiteFoundationReporting .......................................................... 232
DefiningTripartiteFoundationData ............................................................................................................ 232
UnderstandingTripartiteFoundationData ........................................................................................... 233
PagesUsedtoDefineTripartiteFoundationData ................................................................................ 233
DefiningReductionPercentages ........................................................................................................... 233
DefiningMaximumBonusAmounts .................................................................................................... 234
DefiningPrivateContributionPercentages ........................................................................................... 235
DefiningTripartiteFoundationCourseandSessionData ........................................................................... 236
PagesUsedtoDefineTripartiteFoundationCourseandSessionData ................................................ 237
DefineTrainingActionsandGroupsESP ............................................................................................ 237
DefiningSessionData ........................................................................................................................... 238
DefiningPresentialTrainingDetails ..................................................................................................... 240
DefiningLongDistanceTrainingDetails ............................................................................................. 241
DefiningInternetTrainingDetails ........................................................................................................ 242
DefiningTrainingCosts ........................................................................................................................ 243
CalculatingTripartiteFoundationTrainingCredit ...................................................................................... 244
PageUsedtoCalculateTripartiteFoundationTrainingCredit ............................................................. 244
CalculateTrainingCreditforCompanies ............................................................................................. 245
SettingUpEmployeesforTripartiteFoundationReporting ........................................................................ 246
PagesUsedtoDefineTripartiteFoundationEmployeeData ............................................................... 247
DefineEmployeeData .......................................................................................................................... 247
EnrollingEmployeesinTrainingSessions ........................................................................................... 248
GeneratingTripartiteFoundationXMLFiles .............................................................................................. 248
PagesUsedtoGenerateTripartiteFoundationXMLFiles ................................................................... 249
CreatingXMLFileIDs ......................................................................................................................... 249
SelectingCoursesforXMLFileIDs ..................................................................................................... 250
PrintingTripartiteXMLFiles ............................................................................................................... 250
ConfirmingTripartiteXMLFiles ......................................................................................................... 251
DeletingTripartiteXMLFiles .............................................................................................................. 252
Chapter 12
(FRA)IntegratingwithApplications ....................................................................................................... 255
UnderstandingIntegrationwithApplications .............................................................................................. 255
StatutoryRequirementsoftheMay4TrainingLaw ............................................................................. 255
TrackingandProcessingTrainingDataUsingAdministerTrainingandGlobalPayroll ..................... 256
x Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved.