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PeopleSoft HCM End-to-End Workshop

Presented by SDCOE CRC | May 7, 2019

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About the HCM End-to-End Workshop

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Time

Activity

9:00-9:05

Welcome, introductions

9:05-9:20

Purpose, how HCM modules fit together,�how the session will work

9:20-10:40

Becky - HR

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Break

10:50-11:15

Matthew - Benefits

11:15-11:50

Rich - Time & Labor (Timesheet)

11:50-12:00

Break

12:00-12:30

Janine - Payroll

12:30-1:00

Time for district/charter school specific questions

NOTES:

  • Your team will hire 1 employee in the HCM Training Database and give that person two Empl Records (Teacher and Substitute Position).
  • This is not intended to be a training.
  • This should feel like a practice session – our goal is to take you through all of the pieces of a new hire (personal information, job data, MCOPs, additional pays, general deductions, tax data, direct deposits, benefits enrollment) and then enter time on the Timesheet.
  • Ideally you will be able to later replicate this activity on your own at work.

Please Note: Today’s workshop will not cover Service Portal (ServiceNow) tickets.

  • Who enters personal information?
  • Who enters job data?
  • Who enters additional pays, general deductions, tax data, direct deposits?
  • Who handles on-demand benefit enrollments and enrollment into voluntary plans set up as general deductions?
  • Who enters time on the Timesheet?

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PeopleSoft HCM Overview

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PeopleSoft Payroll Calendar

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Where to Find the PeopleSoft Payroll Calendar

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PLEASE FIND YOUR LOGIN SLIP.

Let’s log into the Training database.

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Becky – Human Resources (HR )

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Becky – Human Resources (HR)

  • Use the HR New Hires Checklist
  • Search for the person (M_PERSON_SEARCH)
  • Enter personal information
  • Enter Job Data for the first position (Teacher)
  • Enter Time Reporter Data
  • Assign a work schedule
  • Enter Job Data for the second position (Substitute)

You will add an employment instance for the Substitute record

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Matthew – Benefits Administration (BA)

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Matthew – Benefits Administration (BA)

  • Click the New Window link
  • Look at the Job Data screen to make connections to Benefits data entry
  • Enroll in Medical, Dental & Vision
  • Enroll in Group Term Life Insurance
  • Enroll in 403(b) for $200
  • Add voluntary benefit deductions (these are set up as general deductions)
  • Confirm Benefit Enrollments

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Rich – Time & Labor (TL)

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Rich – Time & Labor (TL)

  • Click the New Window link
  • Access the Timesheet screen and look at the Demographics tab
  • Look at the Job Data screen to make connections to the Timesheet screen information
  • Enter extra time (EDSTH) for the Teacher position on the Timesheet screen
  • Enter DAILY time worked for the Substitute position on the Timesheet screen

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Janine – Payroll (PY)

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Janine – Payroll (PY)

  • Use the Payroll New Hires Checklist
  • Add Additional Pay
  • Add General Deductions
  • Add Federal / State Tax Data
  • Add Direct Deposit

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HCM End-to-End Workshop Questions & Evaluation

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Q & A

Before we go to the Worship evaluation,�what kinds of questions can we answer?

WORKSHOP EVALUATION

Please go to the Links page on the CRC website.

Scroll all the way to the bottom and click on the Muppet.

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HCMEND-1: HCM End-to-End Workshop, Section 1

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Thanks for attending the HCM End-to-End Workshop !