Intro to PeopleSoft/HR/Benefits Accelerated – Canada Rel 9.2

Course DateLocationDaysPriceRegister
Mar 5, 2018Ottawa5 $7,260Register
Jan 15, 2018Toronto5 $7,260Register
Mar 5, 2018Toronto5 $7,260Register
May 14, 2018Toronto5 $7,260Register

Course DateLocationDaysPriceRegister
Apr 9, 2018Live Virtual - 10:30 am Eastern5 $6,960Register

Intro to PeopleSoft/HR/Benefits Accelerated - Canada Rel 9.2

Description: This Intro to PeopleSoft/HR/Benefits Accelerated - Canada Rel 9.2 training serves as a prerequisite for other PeopleSoft HRMS application classes. It covers the central concepts behind PeopleSoft applications.

Duration: 5 Days

Learn to:

  • Navigate through the PeopleSoft Internet Architecture (PIA).
  • Access and search through the online help.
  • Identify and setup the core human resource implementation tables.
  • Manage worker data manually, using Position Management, or through Smart HR 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.


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

Course Objectives:

  • Set up payroll deductions for benefit plans
  • 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 spending accounts
  • Set up health 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 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 Business Units and TableSet Sharing

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

Setting Up Establishments, Locations, and Departments

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

Setting Up Compensation

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

Setting Up 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

Managing Worker Data Through Smart HR Templates and Transactions

  • Defining the Smart HR Templates and Transactions Process
  • Setting Up Smart HR Templates
  • Managing Worker Transactions Using Smart HR Templates
  • Managing and Manainge the Status of Smart HR Transactions

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 Pension Plans

  • Identifying Pension Plan Components
  • Setting Up Pension Plans
  • Adding a Pension 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 Spending and Savings Accounts

  • Identifying the Components of Flexible Spending Account Plans
  • Creating and 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
Mar 5, 2018Ottawa5 $7,260Register
Jan 15, 2018Toronto5 $7,260Register
Mar 5, 2018Toronto5 $7,260Register
May 14, 2018Toronto5 $7,260Register

Course DateLocationDaysPriceRegister
Apr 9, 2018Live Virtual - 10:30 am Eastern5 $6,960Register