Intro to PeopleSoft/HR/Benefits Accelerated – Canada Rel 9.1

Course DateLocationDaysPriceRegister
Call for Classroom Training Dates4 $6,050Register

Course DateLocationDaysPriceRegister
Call for Live Virtual Class Dates4 $5,800Register

Intro to PeopleSoft/HR/Benefits Accelerated - Canada Rel 9.1

Description: The first section of this course serves as a prerequisite for other PeopleSoft HRMS application classes and covers the central concepts behind PeopleSoft applications. The Human Resources portion of the course is designed to provide a solid foundation for implementing PeopleSoft Human Resources for an organization. The last section covers the activities and functions required to set-up and administer benefits through PeopleSoft Human Resources Base Benefits. The section also encompasses the structure and set-up of benefit plans, benefit programs and payroll deductions.

Learn To:

  • Access and search through the PeopleBook online help
  • Identify and setup the core human resource implementation tables
  • Create and hire workers through templates
  • Set up benefit health and welfare plans, savings and pension plans, and benefit programs
  • Enroll employees in benefit programs and add dependents and beneficiaries
  • Navigate through the PeopleSoft Internet Architecture (PIA)

Duration: 4 Days


  • Functional Implementer
  • Business Analysts
  • End Users
  • Application Developers
  • Project Manager

Course Objectives:
  • Describing how the Process Scheduler operates
  • Describing the core PeopleSoft Human Resources business process
  • Explaining what reporting tools are available in PeopleSoft applications
  • Identifying the types of relational database
  • Add people in the PeopleSoft system
  • Define and administer data permission security through department security trees
  • Creating and using a group through Group Build
  • Set up core human resource foundation tables
  • Calculate benefit deduction amounts
  • Define and manage benefit plans and programs
  • Enroll employees, dependents, and beneficiaries in benefit plans
  • Set up flexible spending accounts
  • Set up health plans
  • Set up payroll deductions for benefit plans


Navigating Through the PeopleSoft System

  • Describing Elements of Components
  • Retrieving Data Through the Search Page
  • Viewing and Updating Data Within a Record
  • Assigning and Organizing Favorites
  • Using PeopleBooks Online Help

Understanding the System Structure

  • Explaining PeopleSoft Pure Internet Architecture
  • Describing the Structure of PeopleSoft Tables and Relational Databases
  • Explaining Effective Dating
  • Describing Action Types

Working With Tables

  • Identifying Types of PeopleSoft Tables
  • Describing Characteristics of the Translate Table
  • Identifying Processing and Defaulting Tables
  • Describing Characteristics of Control Tables
  • Describing Characteristics of Transaction Tables
  • Describing Business Units
  • Explaining the Relationship Between Business Units and Set Ids

Running Human Resources Processes and Reports

  • Processing and Viewing a Human Resources Report
  • Explaining the Purpose of the Employees Table

Using Group Build

  • Defining Group Build
  • Creating a Group
  • Setting Up Group Security
  • Viewing and Using Groups

Defining the Human Resources Business Process

  • Describing PeopleSoft Enterprise HRMS Products and HR Business Processes
  • Identifying the Core Human Resource Setup Tables and Table Setup Sequence
  • Describing Effective Dating and Action Types

Setting Up Core Foundation Tables Related to Installation Settings and Companies

  • Defining the Installation Table
  • Setting Up the Company Table
  • Defining Postal Code Information for Switzerland, Japan, and the Netherlands

Setting Up Core Foundation Tables Related to Business Units and TableSet Sharing

  • Defining SetIDs, Business Units, and TableSet Sharing
  • Establish User and Business Unit Defaults

Setting Up Core Foundation Tables Related to Establishments, Locations, and Departments

  • Setting Up the Establishment Table
  • Setting Up the Location Table
  • Setting Up the Department Table

(JPN) Setting Up Core Foundation Tables Related to Japanese Compensation

  • Setting Up Compensation Rate Code Data
  • Defining Japanese Education Level Tables
  • Determining Compensation Rate Code Defaults
  • Defining Worker Compensation
  • Setting Up the Salary Plan Tables
  • Defining Grade Advance Tables

Setting Up Core Foundation Tables Related to Jobs and Pay Groups

  • Setting Up the Job Code Table
  • Defining the Supervisor Level Table
  • Setting Up the Pay Group Tables

Administering Data Permission Security

  • Defining the Methods of Granting Data Permission Access
  • Administering Tree-Based Security
  • Refreshing Security Join Tables

Adding People in the PeopleSoft System

  • Explaining Organizational Relationships
  • Adding a Person in the PeopleSoft System
  • Adding a Job Instance for a Person
  • Defining Job Instances, Relationships, and Employment Record Numbers
  • (JPN) Reviewing Additional Appointment Information for Japan
  • (JPN) Managing Intercompany Transfers for Japan

Adding Workers Through Template-Based Hires (SmartHire)

  • Defining the SmartHire Process
  • Setting Up Hire Templates
  • Adding Workers Using a Hire Template
  • Managing the Status of a Template-Based Hire

Setting Up Payroll Deductions

  • Setting Up Payroll Deduction Codes for Benefit Plans
  • Determining Deduction Classifications
  • Specifying Deduction Tax Effects
  • Determining Settings for Specific Processing
  • Specifying the Frequency of Benefit Deductions

Setting Up Benefit Plans, Health Plans, and Benefit Programs

  • Identifying Health Plan Components
  • Adding a Plan Provider
  • Setting Up a Benefit Plan and a Health Plan
  • Defining Coverage Codes
  • Setting Up Benefit Rate Types
  • Establishing Rates for a Benefit Plan
  • Adding a Health Plan to a Benefit Program

Setting Up Life Insurance Plans

  • Identifying Life Insurance Plan Components
  • Defining a Life Insurance Plan
  • Defining Coverage Rates
  • Defining Calculation Rules
  • Adding a Life Insurance Plan to a Benefit Program

Setting Up Disability Plans

  • Identifying Disability Plan Components
  • Setting Up a Formula
  • Creating a Disability Plan
  • Establishing Coverage Rates Based on Length of Service
  • Adding a Disability Plan to a Benefit Program

Setting Up Savings Plans

  • Identifying Savings Plan Components
  • Defining a Savings Plan
  • Setting Up the Service Step Table
  • Setting Up Savings Plan Limits
  • Set Up Age 50 Catch-up Contributions
  • Adding a Savings Plan to a Benefit Program

Setting Up Leave Plans

  • Identifying Leave Plan Components
  • Defining a Leave Plan
  • Establishing Earnings Codes for Leave Categories
  • Adding a Leave Plan to a Benefit Program

Setting Up Flexible Spending Accounts

  • Identifying the Components of Flexible Spending Account (FSA) Plans
  • Defining FSA plans
  • Adding FSA Plans to a Benefit Program

Adding New Employees, Dependents, and Beneficiaries

  • Identifying the Pages Used to Hire an Employee
  • Viewing Job-related Information for an Employee
  • Setting Up Dependent and Beneficiary Data

Course DateLocationDaysPriceRegister
Call for Classroom Training Dates4 $6,050Register

Course DateLocationDaysPriceRegister
Call for Live Virtual Class Dates4 $5,800Register