4. peoplesoft 9 self learning training modules (not slide show)

Module Buttons*Click on the icon to display the Training glossary. This icon will appear on the module menu slide

Click on the icon to navigate back to the previous slide. This button will appear at the bottom of every slide

Click on the icon to move forward to the next slide. This button will appear at the bottom of every slide

Click on the icon to navigate to the module menu slide. This icon will appear on the module section content slides

Click on the icon to remind yourself which module sections you need to complete. This icon will appear on the module menu slides

Your Training Plan

The objectives of these self-learning modules are:To understand the high-level changes between Unilever PeopleSoft 8.3 and PeopleSoft 9.0 To provide support to users of PeopleSoft in undertaking PeopleSoft 9.0 transactionsTraining ScopeThe training highlights high level changes between Unilever PeopleSoft 8.3 and PeopleSoft 9.0 onlyThis is NOT a training on end to end processes in PeopleSoft 9.0For end to end process training please refer to the appropriate training materials available on OSI (Accenture). For Unilever, end to end PeopleSoft process training is currently being developed. Once finalised, the LMS course code will be communicated.Further SupportUnilever: Please contact your local PeopleSoft Champion or call Peoplelink for any further queries Accenture: Please contact your Special Point of Contact for any further queries

*Scope and Objectives of Training Modules*

Overarching Training Structure*

I am an. What Training topics do I needto complete ?*Unilever EmployeeAccenture Employee

Please click on your Job Title/Service Line. Contact Centre AgentRDC Agents/RDC Team LeadLDC AgentCentral Super UserAccenture Training Audience: What Training topics do I need to complete ?*Operations Account Delivery ManagerGlobal Process & Controls Team MemberACN MTT OrganisationCentral Reporting TeamApplication Management Team MemberIO/Technical Architecture Team MemberNA Payroll Team Member Local Super User

Unilever Training Audience: What Training topics do I need to complete ?*Designated Plant Payroll Representatives at Outsourced Plant SitesService Delivery Managers (SDMs)RDC/LDC Central Reporting Team (Insourced)RDC/LDC Local Super Users for Local Reports (Insourced)Please click on your Job Title or Service Line. Human Resources Business Partner (HRBP)Data ControllerPOI Team (Formerly DQIM)Expertise Team (View access)HR OpsHR Admin (Factories)Peoplelink Operators (Insourced)Expertise Team (Edit access)Unilever Trainers

*You are required to complete the following: Module 1: General OverviewNew Look & Feel of PeopleSoft 9.0New Search Functionality in PeopleSoft 9.0The Person Model in PeopleSoft 9.0The Importance of Data Quality in PeopleSoft 9.0 Module 2: Standard Jobs and PMOLChanges to Standard Job in Position Management (back end) New Mandatory Fields in PMOL (front end)Additional Changes to Position Management (back end)Changes to Standard Job in PMOL (front end)Additional Changes to PMOL (front end) Module 3: Reporting and Query Mgmt

Changes to the Reporting Process in PeopleSoft 9.0Query Viewer in PeopleSoft 9.0Changes to Query Manager in PeopleSoft 9.015 mins10 mins10 mins15 mins15 mins15 mins15 mins15 mins15 minsPlease Note: You are advised not to complete all your required modules in one sitting. It is recommended you complete one module at a time and take breaks in between15 mins15 mins10 minsSections:Sections:Sections:Click on each section to direct you to the module section or click on the house icon to direct you to the module home page Total Mandatory Training: 3 hoursClick here once completed all ModulesSchedule Query in PeopleSoft 9.015 minsWhat Training topics do I needto complete ?

*You are required to complete the following: Module 1: General OverviewNew Look & Feel of PeopleSoft 9.0New Search Functionality in PeopleSoft 9.0The Person Model in PeopleSoft 9.0The Importance of Data Quality in PeopleSoft 9.0 Module 2: Standard Jobs and PMOLChanges to Standard Job in Position Management (back end) New Mandatory Fields in PMOL (front end)Additional Changes to Position Management (back end)Changes to Standard Job in PMOL (front end)Additional Changes to PMOL (front end) Module 3: Reporting and Query Mgmt

Changes to the Reporting Process in PeopleSoft 9.0Query Viewer in PeopleSoft 9.0Changes to Query Manager in PeopleSoft 9.015 mins10 mins10 mins15 mins15 mins15 mins15 mins15 mins15 minsPlease Note: You are advised not to complete all your required modules in one sitting. It is recommended you complete one module at a time and take breaks in between15 mins15 mins10 minsSections:Sections:Sections:Click on each section to direct you to the module section or click on the house icon to direct you to the module home page Total Mandatory Training: 2 hours 45 minsClick here once completed all ModulesWhat Training topics do I needto complete ?

*You are required to complete the following: Module 1: General OverviewNew Look & Feel of PeopleSoft 9.0New Search Functionality in PeopleSoft 9.0The Person Model in PeopleSoft 9.0

The Importance of Data Quality in PeopleSoft 9.0

Module 2: Standard Jobs and PMOLChanges to Standard Job in Position Management (back end) Additional Changes to Position Management (back end) Module 3: Reporting and Query Mgmt

Changes to the Reporting Process in PeopleSoft 9.0Query Viewer in PeopleSoft 9.0Changes to Query Manager in PeopleSoft 9.015 mins10 mins10 mins15 mins15 mins15 mins15 mins15 mins10 minsSections:Sections:Sections:Click on each section to direct you to the module section or click on the house icon to direct you to the module home page Please Note: You are advised not to complete all your required modules in one sitting. It is recommended you complete one module at a time and take breaks in betweenTotal Mandatory Training: 2 hoursClick here once completed all ModulesWhat Training topics do I needto complete ?

*You are required to complete the following: Module 1: General OverviewNew Look & Feel of PeopleSoft 9.0New Search Functionality in PeopleSoft 9.0 Module 3: Reporting and Query Mgmt

Changes to the Reporting Process in PeopleSoft 9.0Query Viewer in PeopleSoft 9.0Changes to Query Manager in PeopleSoft 9.015 mins10 mins15 mins15 mins10 minsSections: Module 2: Standard Jobs and PMOLNew Mandatory Fields in PMOL (front end)Changes to Standard Job in PMOL (front end)Additional Changes to PMOL (front end)15 mins15 mins15 minsSections:Sections:Please Note: You are advised not to complete all your required modules in one sitting. It is recommended you complete one module at a time and take breaks in betweenClick on each section to direct you to the module section or click on the house icon to direct you to the module home page Total Mandatory Training: 1 hours 50 minsClick here once completed all ModulesWhat Training topics do I needto complete ?

*You are required to complete the following: Module 3: Reporting and Query Mgmt

Changes to the Reporting Process in PeopleSoft 9.0Query Viewer in PeopleSoft 9.0Changes to Query Manager in PeopleSoft 9.015 mins15 mins10 mins Module 1: General OverviewNew Look & Feel of PeopleSoft 9.015 minsSections:Sections:Please Note: You are advised not to complete all your required modules in one sitting. It is recommended you complete one module at a time and take breaks in betweenClick on each section to direct you to the module section or click on the house icon to direct you to the module home page Total Mandatory Training: 55 mins Click here once completed all ModulesWhat Training topics do I needto complete ?

Module 2: Standard Jobs and PMOLNew Mandatory Fields in PMOL (front end)Changes to Standard Job in PMOL (front end)Additional Changes to PMOL (front end)15 mins15 mins15 minsSections:*You are required to complete the following: Module 1: General OverviewNew Look & Feel of PeopleSoft 9.0New Search Functionality in PeopleSoft 9.0 Module 3: Reporting and Query Mgmt

Changes to the Reporting Process in PeopleSoft 9.0Query Viewer in PeopleSoft 9.0Changes to Query Manager in PeopleSoft 9.015 mins10 mins15 mins15 mins10 minsSections:Sections:* Changes to North America Payroll and Benefitsin PeopleSoft 9.0 (for NAPY PeopleSoft users only)20 minsClick on each section to direct you to the module section or click on the house icon to direct you to the module home page Please Note: You are advised not to complete all your required modules in one sitting. It is recommended you complete one module at a time and take breaks in betweenTotal Mandatory Training: 1 hours 50 minsTotal Mandatory Training (including NA Payroll and Benefits): 2 hours 10 mins * This Module section should only be completed by those audience groups who are impacted by North America Payroll and BenefitsClick here once completed all ModulesWhat Training topics do I needto complete ?



15 mins10 mins10 mins15 minsSections: Module 3: Reporting and Query Mgmt

Changes to the Reporting Process in PeopleSoft 9.0Query Viewer in PeopleSoft 9.0Changes to Query Manager in PeopleSoft 9.015 mins15 mins10 minsSections: Module 2: Standard Jobs and PMOLNew Mandatory Fields in PMOL (front end)Changes to Standard Job in PMOL (front end)Additional Changes to PMOL (front end)15 mins15 mins15 minsSections:Please Note: You are advised not to complete all your required modules in one sitting. It is recommended you complete one module at a time and take breaks in betweenClick on each section to direct you to the module section or click on the house icon to direct you to the module home page Total Mandatory Training: 2 hours 15 mins Click here once completed all ModulesWhat Training topics do I needto complete ?



Module 2: Standard Jobs and PMOLAdditional Changes to Position Management (back end)Additional Changes to PMOL (front end)15 mins10 mins10 mins15 mins15 mins15 minsPlease Note: You are advised not to complete all your required modules in one sitting. It is recommended you complete one module at a time and take breaks in betweenSections:Sections:Click on each section to direct you to the module section or click on the house icon to direct you to the module home page Total Mandatory Training: 1 hour 35 mins New Mandatory Fields in PMOL (front end)15 minsClick here once completed all ModulesWhat Training topics do I needto complete ?



Module 2: Standard Jobs and PMOLAdditional Changes to Position Management (back end)Additional Changes to PMOL (front end)15 mins10 mins10 mins15 mins15 mins15 minsPlease Note: You are advised not to complete all your required modules in one sitting. It is recommended you complete one module at a time and take breaks in betweenSections:Sections:Click on each section to direct you to the module section or click on the house icon to direct you to the module home page Total Mandatory Training: 2 hoursNew Mandatory Fields in PMOL (front end)15 mins Module 3: Reporting and Query Mgmt

Changes to the Reporting Process in PeopleSoft 9.0Query Viewer in PeopleSoft 9.015 mins10 minsSections:Click here once completed all ModulesWhat Training topics do I needto complete ?

Module 1: General OverviewNew Look & Feel of PeopleSoft 9.0New Search Functionality in PeopleSoft 9.015 mins10 minsSections:*You are required to complete the following: Please Note: You are advised not to complete all your required modules in one sitting. It is recommended you complete one module at a time and take breaks in betweenClick on each section to direct you to the module section or click on the house icon to direct you to the module home page Total Mandatory Training: 25 mins Click here once completed all ModulesWhat Training topics do I needto complete ?

*You are required to complete the following: Module 1: General OverviewNew Look & Feel of PeopleSoft 9.0New Search Functionality in PeopleSoft 9.0The Importance of Data Quality in PeopleSoft 9.0

15 mins10 mins10 minsPlease Note: You are advised not to complete all your required modules in one sitting. It is recommended you complete one module at a time and take breaks in betweenSections:Click on each section to direct you to the module section or click on the house icon to direct you to the module home page Total Mandatory Training: 35 mins What Training topics do I needto complete ?Click here once completed all Modules

Click on each section to view the information It is advisable to view these sections in the order they are presented

Please note, you may not need to complete all these sections. Please click on the question mark icon below to see which sections are specific to youNew Look & Feel of PeopleSoft 9.0New Search Functionality in PeopleSoft 9.0The Person Model in PeopleSoft 9.0Module 1 Menu: General Overview of Changes in PeopleSoft 9.0*The Importance of Data Quality in PeopleSoft 9.0Click on the icon for the training glossaryClick here to access your training planChanges to North America Payroll and Benefitsin PeopleSoft 9.0Your Training Plan

Training Glossary*Click to return to the module menu

AbbreviationFull NamePSPeopleSoftPLOLPeoplelink OnlineOSIOperational Support InformationPMOLPosition Management OnlineHRBPHuman Resources Business PartnerQoRQuality of Results. This now called Performance Cluster in PeopleSoft 9.0BRBusiness ResultsPOIPerson of InterestQRSQuick Reference SheetInt Xfr TypeInternational Transfer TypeNAPYNorth America PayrollEOIEvidence of InsurabilityAD/DAccidental Death and DismembermentFSAFlexible Spending AccountHSAHealth Savings Account

New Look & Feel of PeopleSoft 9.0- Contents Page*New Look & Feel of PeopleSoft 9.0Click on the icon to return to the Module 1 menu New Menu, Modules, Folders and Navigations

Key take-away item Click on the Content tabs to access the respective slide(s)Example of changes to look and feel: Changes to the Personal Data Pages in PeopleSoft 9.0How to add pages to My Favorites in PeopleSoft 9.0

1. Menu in PeopleSoft 9.0The HOME menu displays the main modules in PeopleSoft 9.0These modules organise related page categories togetherThe modules displayed under the Home menu are determined by your security profileModules*Click on icon to return to the section contents page

1. Folders in PeopleSoft 9.0If you select a module, PeopleSoft 9.0 will then display the folders contained in the module. In this example, The Workforce Administration module has been selectedLike modules, the folders displayed are determined by your security profileFolders

using the left/vertical menu will allow you to drill down to each menu item. The display on the main central menu will provide the user with the most common pages with the ability to continue to drill down by selecting more hyperlinks.

Alternatively, you can navigate directly to a page without having to drill down by clicking on the page from the main central menuModule*

1. Menu Items in PeopleSoft 9.0After you have selected a folder, for example, Personal Information, a listing of menu items will be displayed. Menu Items are the pages of dataWithin a Menu Item, there may be one page, or several, depending on the amount of data related to the subject Menu Items*

1. Navigation Paths or Breadcrumbs in PeopleSoft 9.0As you navigate around PeopleSoft 9.0 and select items from a menu or drill down as it is sometimes referred to, the application keeps a note of how you have got to the page you are viewing by use of links known as breadcrumbs*

Any page can be added to the My Favorites folder. In the following example the Job Data page will be added to My FavoritesStep 1: Click on Add to Favorites Link 1*2. How to add pages to My Favorites in PeopleSoft 9.0 Step 1

*Step 3: The Job data page is stored in My Favorites and can be instantly accessed when clicked on in the My Favorites folder Step 2: The Add to Favorites page will appear. The page name will default in the Description field (the description of the page can be edited if required). Click OK23*2. How to add pages to My Favorites in PeopleSoft 9.0 Steps 2&3

3. Example of Changes to look and feel: Changes to the Personal Data Pages in PeopleSoft 9.0The look and feel of the Personal data pages have changed in PeopleSoft 9.0. The high level changes are as follows:The Biographical Details Tab has been addedThe Personal History Tab has been removed, with Personal Data being moved to the Biographical details tab and country specific information being consolidated on one tab, the Regional TabThe Identity/Diversity Tab has been removed, with National ID information and Birth information fields being moved to the Biographical Details tab and Referral Source information being moved to the Applicant Referral Information pages

*Please refer to the PeopleSoft 9.0 Look Up Sheet for:

A complete listing of all fields, sections and pages added, moved or removed in PeopleSoft 9.0Navigation changes between PeopleSoft 8.3 and PeopleSoft 9.0New Error and Warning messages in PeopleSoft 9.0Error and Warning messages removed from PeopleSoft 9.0Added/removed functionality in PeopleSoft 9.0

A./B. Biographical Details Tab added and Personal History Tab removed in PeopleSoft 9.0

Some sections have been moved to different pages in PeopleSoft 9.0. For example, Personal History content from PeopleSoft 8.3 can now be found in Biographical Details in PeopleSoft 9.0 PeopleSoft Version 8.3PeopleSoft Version 9.0*

B. Country specific information has been moved to the Regional Tab in PeopleSoft 9.0

In PeopleSoft 8.3, some of the country specific information (e.g. Military Service, Healthcare etc) is held on the Personal History tab. In PeopleSoft 9.0, country specific information has been consolidated on one tab, the Regional Tab on the Personal Data page PeopleSoft Version 8.3PeopleSoft Version 9.0*

C. Tabs Removed in PeopleSoft 9.0- Identity/Diversity Tab

In PeopleSoft 8.3 Identity/Diversity content has its own separate tab on the Personal data page. However, in PeopleSoft 9.0 the Identity/Diversity tab has been removed. National ID information and Birth information fields can now be found on the Biographical Details tabPeopleSoft Version 8.3PeopleSoft Version 9.0*

New Look & Feel of PeopleSoft 9.0

*Key take-away itemPeopleSoft 9.0 has a new look and feel, as such it is important to familiarise yourself with the PeopleSoft 9.0 menu layout and in particular the location of modules and menu itemsCongratulations. You have successfully completed the New Look & Feel of PeopleSoft 9.0 section of Module 1. Please click on the Home icon to return to the module menu

Click on icon to return to the section contents page

New Search Functionality in PeopleSoft 9.0 - Contents Page*New Search Functionality in PeopleSoft 9.0 Key take-away item Click on the Content tabs to access the respective slide(s)A Variety of Operators (prompts) have been added to the Advanced Search pages to help you narrow your searchBegins with functionality has been added to the Basic Search pages to enable you to select the beginning of the criteria you have definedA Case Sensitive checkbox has been added to enable you to perform case sensitive searchesSave Search Criteria functionality has been added to allow you to name and save the specifics of your searchClick on the icon to return to the Module 1 menu

On the Advanced Search Pages in PeopleSoft 9.0, a variety of operators have been added to narrow your search. The operator can be selected by clicking on the respective drop down icons The Operators that can be selected include the following:

1. A Variety of Operators (prompts) to narrow your searches have been added to the Advanced Search Pages in PeopleSoft 9.0

*Click on icon to return to the section contents page

2. begins with functionality has been added to the Basic Search Page in PeopleSoft 9.0

On the Basic Search Page in PeopleSoft 9.0, the begins with functionality has been added to the page. This enables you to select the beginning of the criteria you wish to search by

PS v9.0PS v8.3*

3. A Case Sensitive check box has been added to the search page in PeopleSoft 9.0

On the Advanced Search Pages in PeopleSoft 9.0, a Case Sensitive checkbox has been added which allows you to perform case-sensitive searches

PS v8.3PS v9.0*

On the Advanced Search page in Peoplesoft 9.0, you can now name and save your search. (i.e. save the search so you can go back and automatically use the search criteria) For example, in the following scenario, you are responsible for managing a few departments in three different countries. You wish to save your search criteria in one country for someone named "Andrew Jones" so you can update his job data at a future dateStep 1: Enter your search criteriaStep 2: Click on the Save Search Criteria link/icon

12*4. Save Search Criteria functionality has been added to the search pages in PeopleSoft 9.0

4. Save Search Criteria functionality has been added to the search pages in PeopleSoft 9.0

Step 3: Enter the Name of your Search. In this example, Jones Search 01/03/2010 has been noted (this is the name by which you can return to use when using the search again later)Step 4: Click on the Save button. The search Jones Search 01/03/2010 has been saved in PeopleSoft

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Step 5: Click on the Return to Advanced Search Link where you will be directed back to the Job Data search page

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Step 6: Click on the Jones Search drop down and you will be instantly directed into Andrew Joness Job data where you can perform the required transaction

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New Search Functionality in PeopleSoft 9.0

*Key take-away itemA variety of Search functionalities have been added in PeopleSoft 9.0 (e.g. search operators, save search criteria and begins with search functionality) which means it will be easier and quicker to filter your searchesCongratulations. You have successfully completed the New Search Functionality in PeopleSoft 9.0 section of Module 1. Please click on the Home icon to return to the module menu


The Importance of Data Quality inPeopleSoft 9.0 - Contents Page*The Importance of Data Quality in PeopleSoft 9.0The Importance of Data Quality in PeopleSoft 9.0

Examples of Fields removed in PeopleSoft 9.0

Examples of Error messages retired in PeopleSoft 9.0

Examples of Tabs removed in PeopleSoft 9.0

Key take-away item Click on the Content tabs to access the respective slide(s)Click on the icon to return to the Module 1 menu

1. The Importance of Data Quality inPeopleSoft 9.0

Many custom error and warning messages, fields and pages have been retired or moved to other pages in PeopleSoft 9.0. Therefore, there is a need for system users to be extremely careful when following Quick Reference Sheets (QRSs)/process documentation and entering information in PeopleSoft 9.0These system modifications have meant that global/local work instructions and QRS documentation have been updated to ensure system users continue to enter information accurately in PeopleSoftSome examples have been provided on the following slides of where fields, error messages and page tabs have been retired in PeopleSoft 9.0. These include the following:

For a complete listing of all retired error and warning messages, fields added, removed and moved in PeopleSoft 9.0 please refer to the PeopleSoft 9.0 Look Up Sheet


Tabs Removed in PS9.0 (with field/sections from removed tabs being moved to other tabs/pages)Identity/Diversity Tab of Personal dataDivision/Function Tab of Job data

Fields removed in PS9.0National ID as a search criteria on the search pages in PeopleSoft 9.0International Xfr Type and Functional Responsibility Lvl on the Job Information Tab of Job data

Error Messages retired in PS9.0Retirement of error messages when following the International Assignee process in PeopleSoft 9.0Retirement of error messages when Email Address domains have been entered incorrectly

2. Fields removed in PeopleSoft 9.0- National ID

National ID has been removed as a search criteria on all search pages in PeopleSoft 9.0. This is because it has not been used for several years by Accenture and Unilever end users and cannot be legally used as an individual identifier according to legislation in several countries PeopleSoft Version 8.3PeopleSoft Version 9.0*

2. Fields removed from the Job Information Tab of Job Data in PeopleSoft 9.0

International Transfer Type (Int Xfr Type) and Functional Responsibility Level have been removed from the Job information tab of Job data in PeopleSoft 9.0. These fields are no longer required by UnileverPeopleSoft Version 8.3PeopleSoft Version 9.0*

3. Error Messages retired in PeopleSoft 9.0- International Assignee

When following the International Assignee process in PeopleSoft 9.0, error messages will no longer be generated for the following:when Assignment Type does not match host and home countrieswhen home country is different from concurrent job recordwhen Action/Reason is data change/ secondment and Assignment Type doesn't match

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3. Error Messages retired in PeopleSoft 9.0- Invalid Email Addresses

When adding an email address to the applicant data pages in PeopleSoft 9.0, an error message will no longer be generated if an invalid domain has been entered. Therefore, system users will need to ensure a valid domain address is entered as per QRS documentationPeopleSoft Version 9.0PeopleSoft Version 8.3*

4. Tabs Removed in PeopleSoft 9.0- Identity/Diversity Tab

In PeopleSoft 8.3 Identity/Diversity content has its own separate tab on the Personal data page. However, in PeopleSoft 9.0 the Identity/Diversity tab has been removed. National ID information and Birth information fields can now be found on the Biographical Details tab PeopleSoft Version 8.3PeopleSoft Version 9.0*

4. Tabs Removed in PeopleSoft 9.0- Division/Function Tab

The Division/Function Tab of the Job data pages has been removed in PeopleSoft 9.0. The Severance End Date field has been moved to the USA section of the employment Data tabPeopleSoft Version 8.3PeopleSoft Version 9.0*

The Importance of Data Quality inPeopleSoft 9.0

*Key take-away itemMany fields, sections and pages have been retired or moved to different sections and pages in PeopleSoft 9.0. In addition, some error and warning messages have been replaced by effective work instructions. Therefore, it is imperative that work instructions (i.e. QRS documentation) are followed carefully to ensure you enter information correctly in PeopleSoft 9.0A full list of changes between Unilever PeopleSoft 8.3 and PeopleSoft 9.0 can be found in the Look Up sheetCongratulations. You have successfully completed The Importance of Data Quality in PeopleSoft 9.0 section of Module 3. Please click on the Home icon to return to the module menu


The Person Model in PeopleSoft 9.0The Person Model in PeopleSoft 9.0- Contents Page* What is the Person Model ?

Adding/Updating a Person in PeopleSoft 9.0

3 Person Types in PeopleSoft 9.0

Key take-away item Click on the Content tabs to access the respective slide(s)Click on the icon to return to the Module 1 menu

1. What is the Person Model ?

What is the Person Model ?The Person Model has been introduced by PeopleSoft in Version 9.0 and provides a framework for storing and tracking all types of individuals (known as person types) within one central placePeopleSoft delivers 3 person types (Employee, Contingent Worker and Person of Interest) but Unilever will only be using the Employee person type and in exceptional circumstances, the Contingent Worker person type

Benefit of the Person ModelPersonal data is entered once with one ID that is retained for the duration of a persons tenure with the organisation, regardless of changes to that persons working statusFor example, if a person joins Unilever as a contractor and was later to become an actual employee they would be able to utilise the same Employee ID and associated attributes (such as name, address and bank details). This was not the Case with PeopleSoft 8.3, where a separate employee record was required. The employee would therefore have two employee records


You should always select the Employee person type unless in exceptional cases where the Contingent worker person type should be selected. The Contingent worker person type should ONLY be selected when you are adding a Manager/HRBP in the system who is classified as a contractor. This is because they need access to PLOL and/or PMOL and as such they need to be represented in the system. POI should never be selected under any circumstances.

2. Person Model- 3 Person TypesPeopleSoft 9.0 delivers 3 person types:Employee: A person hired to provide services for your organization on an ongoing basis (same as PeopleSoft 8.3)POI: A person who is not an employee or contingent worker but is of interest to the organization and requires a personal data record (may not always have a Job record). For example, a Job applicant or an employees spouse

This will not be used at UnileverContingent Worker:A person who provides services to your organization under terms specified in a contract on a non-permanent basis or who does not have a legal employee relationship

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3. Adding/Updating a Person in PeopleSoft 9.0The same pages are used to enter personal data and assign an identification number when adding an employee or a contingent workerThere are four pages in the Personal Data component you use when you add a person in PeopleSoft 9.0Biographical DetailsContact InformationRegionalOrganizational Relationships

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When adding a Person in PeopleSoft 9.0, navigate to Workforce Administration > Personal Information > Add a Person and click on the Add the Person link3. Personal Data Add a Person*

3. Personal Data Biographical DetailsWhen adding a Person in PeopleSoft 9.0, enter biographical information such as name, education level and marital status*

3. Personal Data Contact InformationEnter the Persons addresses, phone numbers, and email addresses *

3. Personal Data RegionalTrack information required for effective person-management in a variety of countries using the Regional Tab

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3. Personal Data Organizational RelationshipsSelect whether the person is an:EmployeeORContingent Worker

When you click the Add the Relationship button, the system saves the Personal Data component and moves you to the component you need to use to enter relationship information. For example, if you choose an Employee relationship, the system creates a Job Data record for this person, using the ID created on the Personal Data component and the organizational relationship of EMP (Employee). This is shown on the next slide.

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3. Job Data Relationship CreatedOnce you have selected the relationship (in this example Employee), the job record has been created with an organizational instance of EMP. The employee has now been assigned an ID by the system

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3. Warning message in PeopleSoft 9.0In PeopleSoft 9.0, if you reach the job data page and for some reason stop the process, log off, transfer to another page, return to the home page etc the system has still captured the person and the persons employee IDIf you then later try to add the person (remembering that you have never finished the process so begin to start the process again), you will receive an error that you have already added that person in the systemThis issue will be most often discovered when the hire is attempted again. If you know that you left the hire process after transferring to the job data page, you should take note of the Employee ID and follow the same steps. If you are not aware of the issue and attempt to perform the hire and add the relationship again, you will receive the following error:

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3. TroubleshootingIf this error is encountered or if the Employee ID is already known, take note of the Employee ID and access:

Main Menu > Workforce Administration > Personal Information > Organizational Relationships > Add Employment Instance

Enter the Employee ID and click the Add Relationship hyperlink

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3. TroubleshootingYou will be directed to the Job Data page where you can continue to complete the hire process

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The Person Model inPeopleSoft 9.0

*Key take-away itemYou will always select the employee person Type when adding a person via the 'Add a Person' page unless in exceptional cases when a Manager/HRBP (who is a contractor) is added in the system. This is because they need access to Peoplelink Online (therefore they need to be represented in PeopleSoft accordingly)Congratulations. You have successfully completed The Person Model section of Module 1. Please click on the Home icon to return to the module menu


Changes in North America Payroll andBenefits in PeopleSoft 9.0 - Contents Page (1/2)*Click on the Content tabs to access the respective slide(s)

Rate Table Functionality Calculation Rules FunctionalityLife and Accidental DeathChanges to North America Payroll and Benefitsin PeopleSoft 9.0FSA Benefits Table

Dependent/Beneficiary Event Rules TableClick on the icon to return to the Module 1 menu

Changes in North America Payroll andBenefits in PeopleSoft 9.0 - Contents Page (2/2)*Click on the Content tabs to access the respective slide(s)Changes to North America Payroll and Benefitsin PeopleSoft 9.0Benefit Program ParticipationImproved Layout of the Paycheck Earning Tab of the Review Paycheck Data PagesImproved Layout of the Paycheck Taxes Tab of the Review Paycheck Data PagesImproved Layout of the Paycheck Deductions Tab of the Review Paycheck Data Pages

Key take-away item Improved Layout of the Paycheck Summary Tab of the Review Paycheck Data PagesClick on the icon to return to the Module 1 menu

1. Rate Table Functionality

*Click on the icon to return to the Section Contents PagePeopleSoft 9.0 has reorganized rate table functionality. There is now one rate structure that replaces the previous Age-Graded Rate, Service Rate, Flat Rate and Salary Rate tables. The architecture standardizes rate table definition.The Benefit Rate Types page will be used to define benefit rate types. The following Benefit Rate Types are delivered and maintained by PeopleSoft:Age-Graded (By Gender, Smoker)Flat RatePercent of BaseLength of Service (Months)Compensation BandsCovered Person TypeBenefit Plan and Coverage CodeThe Benefit Rates page will be used to enter benefit rate information.

1. Rate Table Functionality - Age-Graded Rate

*PS v9.0PS v8.3Click on the icon to return to the Section Contents Page

*PS v9.0PS v8.3Click on the icon to return to the Section Contents Page1. Rate Table Functionality Flat Rate

*PS v9.0PS v8.3Click on the icon to return to the Section Contents Page1. Rate Table Functionality Salary Rate

2. Calculation Rules Functionality

*Click on the icon to return to the Section Contents PagePeopleSoft 9.0 has reorganized the Calculation Rules component, keeping only fields directly related to rate calculation. A simple interface for calculation rules contains fields that impact the coverage calculation.The Calculation Rules page will be used to define how deductions are calculated for each benefit plan. Calculation rules only relate to rate-based plans or plans that require a compensation base, not a coverage base.The Coverage Formula page will be used for coverage based plans (life and accidental death)

*PS v9.0PS v8.3Click on the icon to return to the Section Contents Page2. Calculation Rules Functionality Rate-Based or Compensation Based Plans

*PS v9.0PS v8.3Click on the icon to return to the Section Contents Page2. Calculation Rules Functionality Coverage-Based Plans

3. Life and Accidental Death

*Click on the icon to return to the Section Contents PagePeopleSoft 9.0 had centralized the attributes calculating life insurance and disability plan coverage in a common formula-based component.

*PS v9.0PS v8.3Click on the icon to return to the Section Contents Page3. Life and Accidental Death Coverage Type

*PS v9.0PS v8.3Click on the icon to return to the Section Contents Page3. Life and Accidental Death Insured Person Type

4. FSA Benefits Table

*PeopleSoft Version 9.0PeopleSoft Version 8.3Click on the icon to return to the Section Contents Page

5. Event Rules Table

*Click on the icon to return to the Section Contents PagePeopleSoft 9.0 provides ability to define how to process FSA pledge changes. The Allowable FSA Pledge Changes field on the Event Rules page will be used to indicate whether an increase or decrease to FSA pledges is allowed.

*Click on the icon to return to the Section Contents PagePS v9.05. Event Rules Table Event Rules

*PS v9.0PS v8.3

Navigation: Set Up HRMS > Product Related > Automated Benefits > Eligibility and Event Rules > Event Rules TableClick on the icon to return to the Section Contents Page5. Event Rules Table EOI and Level Rules

6. Dependent/Beneficiary

*Click on the icon to return to the Section Contents PagePeopleSoft 9.0 Dependent/Beneficiary record is effective-dated so that customers can have more comprehensive reporting and tracking capabilities. This capability enables to track exactly what dependent and beneficiary information changed and when.

*PS v9.0Click on the icon to return to the Section Contents Page6. Dependent/Beneficiary Effective Dated

*PeopleSoft Version 9.0PeopleSoft Version 8.3Click on the icon to return to the Section Contents Page6. Dependent/Beneficiary Canada Savings Bond

7. Benefit Program Participation

*PeopleSoft Version 9.0PeopleSoft Version 8.3Click on the icon to return to the Section Contents Page

8. Improved Layout of the Paycheck Earning Tab of the Review Paycheck Data Pages*PS v9.0PS v8.3

The Earnings section has been categorised into Salaried, Hourly and OvertimeThe Other Earnings Details tab has been added to the Other Earning Section

Navigation: Payroll for North America > Payroll Processing USA > Produce Payroll > Review Paycheck

9. Improved Layout of the Paycheck Taxes Tab of the Review Paycheck Data Pages

*PS v9.0PS v8.3

The Paycheck Information and Paycheck Totals sections have been added to the page. These sections have categorised the Paycheck information, improving the aesthetics of the page Tax Details and Tax Tips tabs have been added to the Taxes section of the page

10. Improved Layout of the Paycheck DeductionsTab of the Review Paycheck Data Pages*PS v9.0PS v8.3

The Paycheck Information and Paycheck Totals sections have been added to the page. These sections have categorised the Paycheck information, improving the aesthetics of the pageThe Deduction Details tabs have been added

11. Improved Layout of the Paycheck Summary Tab of the Review Paycheck Data Pages

*PS v9.0PS v8.3

The Additional Data hyperlink has been added. By clicking on this link the operator can access information relating to Business Unit, Department, Job Code, Position, Pay Frequency, Tax Method, FICA Status, Tax Periods, GL Pay Type and Combination CodeThe Calculated Base field has been added to the Deductions section

Navigation: Payroll for North America > Payroll Processing USA > Produce Payroll > Review Paycheck Summary

Changes in North America Payroll andBenefits in PeopleSoft 9.0

*Key take-away itemSome of the pages in the North America Payroll (NAPY) and Benefits PeopleSoft 9.0 modules have a new look and feel, with some pages and fields being added or removed. Therefore, it is important to familiarise yourself with the PeopleSoft 9.0 pages and layoutsCongratulations. You have successfully completed The Changes to North America Payroll and Benefits section of Module 1. Please click on the Home icon to return to the module menu


Module 2 Menu: Standard Jobsand PMOL in PeopleSoft 9.0

*Changes to Standard Job in Position Management (back end) New Mandatory Fields in PMOL (front end)Additional changes to Position Management (back end)Changes to Standard Job in PMOL (front end)Additional changes to PMOL (front end)Click on the icon for the training glossaryClick here to access your training planClick on each section to view the information It is advisable to view these sections in the order they are presented

Please note, you may not need to complete all these sections. Please click on the question mark icon below to see which sections are specific to youYour Training Plan

Changes to Standard Job in PMOL - Contents Page (1/2)*Click on the Content tabs to access the respective slide(s)Changes to Standard Job in PMOL (front end)Standard Job has been moved from the Job Code component to the Position record in PeopleSoft 9.0Standard Job has been added to the Create a New Position page and Union Code is an editable field for all CountriesStandard Job will default on the primary row of the Position Allocation panel. The Position Allocation panel is new on the Create a New Position pageStandard Job has been removed from the Create a New Job Code PageJob Function, Job Sub-Function, Manager Level and Global Work Level has been removed from the Create a New Job Code PageClick on the icon to return to the Module 2 menu

Changes to Standard Job in PMOL - Contents Page (2/2)*Click on the Content tabs to access the respective slide(s)Changes to Standard Job in PMOL (front end)Job Function Code, Job Sub-Function, Manager Level and Global Work Level has been removed as search criteria from the Job Code Search Page. Salary Plan, Grade, Step and Hours has been added as search criteria

Test Your UnderstandingKey take-away item Click on the icon to return to the Module 2 menu

A Standard Job is a globally standard description for a work requirement that shares the same Global Work Level, Manager Level, Job Function and Job Sub Function. For example, Vice President Brand Building, Trademarks Specialist, Vice President Audit etcIn PeopleSoft version 9.0, Standard Job has been moved from the Job Code record to the Position Data recordThe main reasons why Standard Job is being moved from the Job Code to the Position record are:To minimize new Job code creation. Fewer Job codes in the system allows for more effective control over the processTo ensure reduced data entry. HRBPs and Data Operators will not need to create as many new job codes in the systemTo consolidate existing Job codes. Consolidation ensures more effective control over the processThe following slides show the impact of moving Standard job on the PMOL pages...

1. Standard Job has been moved from the Job Code component to the Position record in PeopleSoft 9.0


Standard Job has been added to the Create a New Position page in PMOL, and is a mandatory field (i.e. must be populated)Union Code is now an editable field on the Create a New Position page in PMOL for all countries. This should be defined against the position for all countries that require this field.

2. Standard Job has been added to the Create a New Position Page in PMOL and Union Code is an editable field for all Countries

PS v9.0PS v8.3

*

Standard Job did not exist on the page in PeopleSoft 8.3. The Job Function, Job Sub-Function, Manager Level and Global Work Level were defaulted from the Job Code enteredUnion Code only existed as an editable field on this page for USA, Canada, Mexico, Brazil and Spain in PeopleSoft 8.3

On the Position Allocation panel, the Standard Job field (on the primary row) will default from the Standard Job entered earlier in the process. This field can however be edited on subsequent rows

3. Standard Job will default on the primary row of the Position Allocation panel

PS v9.0PS v8.3

Reward Manager (previously known as Remuneration Specialist in PeopleSoft 8.3) and Reward Plan have also been added to the Create a new Position page in PMOL as mandatory fields (to support eReward) The Business Results and Performance Cluster (previously Quality of Results in PeopleSoft 8.3) fields have been made mandatory*

As Standard Job has been moved from the Job Code component to Position data, the Standard Job field has been removed from the Create a New Job Code page in PMOL

4/5. Standard Job has been removed fromthe Create a new Job Code Page in PMOL

PS v9.0PS v8.3

*

The search criteria displayed to identify a Job Code will include the following fields in PMOL: Salary Plan, Grade, Step and Standard HoursJob Function Code, Job Sub Function, Manager Level and Global Work Level will be removed from the Job Code Search Page as search criteria

6. Job Code Search Page in PMOL

*PS v9.0PS v8.3

Q1) You, as an HRBP, have been asked to create a new Position in Position Management Online. When you enter a value in the Standard Job field on the Create a New Position Page which fields will default from the Standard Job field entered ?

Q2) You as an HRBP are creating a new position in Position Management Online and you cant locate the Quality of Results (QoR) field on the page. Why?

Job Function, Manager Level, Job Sub-Function and Global Work LevelReward Plan, Reward Manager, Business Results, Performance ClusterSalary Plan, Grade, Step*Test Your UnderstandingIt has been removed from PLOL and Position Management in PeopleSoft 9.0It has been renamed Performance ClusterIt is only located on the edit position pagesClick on your selected answer in the yellow boxesC)B)A)C)B)A)

Q3) Is the following statement True or False ?

*Test Your UnderstandingFALSETRUEStandard Job has been removed from the Create a New Job Code Page in PMOL but the Job Function, Manager Level, Job Sub-Function and Global WorkFields are still present on the page in PeopleSoft 9.0 ?

Changes to Standard Job in PMOL

*Key take-away itemStandard Job has been moved from the Job Code component to Position data. The Standard Job field has been removed from the Create a New Job Code page in PMOL page and added to the Create a new Position page. The fields relating to Standard Job (i.e. Job Function, Job Sub-Function, Manager Level and Global Work Level) have also been removed from the Create a New Job Code page and added to the Create a new Position pageCongratulations. You have successfully completed the Changes to Standard Job in PMOL section of Module 2. Please click on the Home icon to return to the module menu


Changes to Standard Job in Position Management - Contents Page (1/2)*Standard Job has been added to the Description tab of Position Data and Union Code is now an editable field for all countries Click on the Content tabs to access the respective slide(s)Standard Job has been moved from the Job Code component to the Position record in PeopleSoft 9.0Standard Job has been added to the Position Data Search pageThe Standard Job field will default from Position Data on the Position Allocation tabJob Function Job Sub-Function, Manager Level and Global Work Level are greyed out on the Job Code Table in PeopleSoft 9.0Click on the icon to return to the Module 2 menuChanges to Standard Job in Position Management (back end)

Changes to Standard Job in Position Management - Contents Page (2/2)*

Test Your UnderstandingKey take-away item Click on the Content tabs to access the respective slide(s)Standard Job and Job Title (50) field have been removed from the Job Code Table in PeopleSoft 9.0When SetID is specified as France (FRA00) on the Job Code table, the Union Code field will be displayed in PeopleSoft 9.0Standard Job, Job Title (50) and Job Function Code have been removed as search criteria on the Job Code Table Search Page in PeopleSoft 9.0Changes to Standard Job in Position Management (back end) Click on the icon to return to the Module 2 menu

A Standard Job is a global standard description for a work requirement that shares the same Global Work Level, Manager Level, Job Function and Job Sub Function. For example, Vice President Brand Building, Trademarks Specialist, Vice President Audit etcIn PeopleSoft version 9.0, Standard Job has been moved from the Job Code record to the Position Data recordThe main reasons why Standard Job is being moved from the Job Code to the Position record are:To minimize new Job code creation. Fewer Job codes in the system allows for more effective control over the processto ensure reduced data entry. HRBPs and Data Operators will not need to create as many new job codes in the systemTo consolidate existing Job codes. Consolidation ensures more effective control over the processThe following slides show the impact of moving Standard job on the Position Data pages...

1. Standard Job has been moved from the Job Code to the Position record in PeopleSoft 9.0


On the Core Position Data pages in PeopleSoft 9.0, Standard Job and Job Function Code have been added as search criteria on the Position Data search page

2. Standard Job has been added to the Position Data Search Page

PS v9.0PS v8.3*

Standard Job has been added to the Job Information section of the Description tab of the Core Position pages in PeopleSoft 9.0Union Code is now an editable field for all countries in the Job Information section of the Description tab of the Core Position pages in PeopleSoft 9.0

3. Standard Job has been added to the Description tab of Position Data and Union Code is now an editable field for all countries

PeopleSoft 9.0 Navigation: Set Up HRMS > Product Related > Organizational Development > Position DataPeopleSoft Version 9.0PeopleSoft Version 8.3*

Union Code must now be defined on the Position for all countries who require this value. This field will no longer be available to enter on Job Data (previously on Job Labor tab) as in PeopleSoft 8.3

The Standard Job field on the primary position allocation row will default from position data instead of Job Code data

4. The Standard Job Field will default from Position Data on the Position Allocation tab

*

PeopleSoft Version 9.0PeopleSoft Version 8.35/6. Fields greyed out and removed from the Job Code Table in PeopleSoft 9.0

Changes to the Job Code table in PeopleSoft 9.0:Job Function, Job Sub-Function, Manager Level and Global Work Level will be greyed out (not removed). This will indicate there is no association with Job CodeStandard Job and Job Title (50) have been removed in PeopleSoft 9.0

*

*PeopleSoft Version 9.0PeopleSoft Version 8.37. Addition of Union Code on the Job Code Table in PeopleSoft 9.0

Changes to the Job Code table in PeopleSoft 9.0:When SetID is specified as France (FRA00) on the Job Code table, the Union Code field will be displayed in PeopleSoft 9.0 (this was not the case in PeopleSoft 8.3 where the field was hidden)

On the Job Code Table search page in PeopleSoft 9.0, the following fields have been removed as search criteria: Job Function Code, Standard Job and Job Title (50)

8. Job Code Search Page in PeopleSoft 9.0

*PeopleSoft Version 9.0PeopleSoft Version 8.3

Q1) You have received a request by an HRBP to create a new Job Code. Upon navigating to the Job Code Table in PeopleSoft 9.0, you notice the Standard Job field is not on the page. Why ?

Q2) Which field(s) have been added to the Position Data Search page in Position Management ?

Standard Job has been removed in PeopleSoft 9.0Standard Job has been hidden on the page as it is no longer a required fieldStandard Job has been moved to position data*Test Your UnderstandingC)B)A)Click on your selected answer in the yellow boxesJob Function Code and Standard JobStandard Job and Job Code Business UnitC)B)A)

Q3) Is the following statement TRUE or FALSE

*Test Your UnderstandingClick on your selected answer in the yellow boxesFALSETRUEStandard Job has been added to the Job Information section of the Description tab of the Position data pages in PeopleSoft 9.0

Changes to Standard Job in Position Management

*Key take-away itemStandard Job has been moved from the Job Code component to Position data in PeopleSoft 9.0. As such, Standard Job has been added to the Position Data Search page and the Description Tab of Position data. Standard Job has been removed from the Job Code Table Congratulations. You have successfully completed the Changes to Standard Job in Position Management section of Module 2. Please click on the Home icon to return to the module menu


New Mandatory Fields in PMOL (front end)New Mandatory Fields in PMOL - Contents Page*Click on the Content tabs to access the respective slide(s)Reward Plan and Reward Manager have been added as mandatory fields on the Create a New Position Page in PMOLBusiness Results (BR) and Performance Cluster fields have been made mandatory on the Create a New Position Page in PMOLReward Plan, Reward Manager, Business Results and Performance Cluster fields have been made mandatory on the Edit a Single Position Page in PMOLKey take-away itemClick on the icon to return to the Module 2 menu

The Reward Manager and Reward Plan fields are not present on the Create a New Position page in PeopleSoft 8.3

Reward Manager and Reward Plan have been made mandatory for all Work Levels to support eReward

On the Create a new Position page in PMOL, the Reward Manager (previously known as Remuneration Specialist in PeopleSoft 8.3) and Reward Plan fields have been added to the page and made mandatory

1. New Mandatory Fields when creating a new position in PMOL Reward Plan and Reward Manager

PS v9.0PS v8.3Click on icon to return to the section contents page*

The Business Results and Quality of Results fields are not mandatory in PeopleSoft 8.3

Business Results and Performance Cluster have been made mandatory for all Work Levels to support eReward

On the Create a new Position page in PMOL, the Business Results and Performance Cluster (previously Quality of Results in PeopleSoft 8.3) fields have been made mandatoryPlease refer to the Performance Culture Toolkit on HR4HR (available from July 2010) to find more information related to how to select the correct Business Result and Performance Cluster for a position

2. New Mandatory Fields when creating a new position in PMOL- Business Results and Performance Cluster

PS v9.0PS v8.3*

What are Business Results and Performance Clusters ?

2. New Mandatory Fields when creating a new position in PMOL- Business Results and Performance Cluster

*

On the Edit a single Position page in PMOL, the Reward Manager Position No, Reward Plan ID, Business Results and Performance Cluster fields have been made mandatory fields. These fields will be populated with current values but can be edited if required

3. New Mandatory Fields when editing a single Position in PMOL

*PS v8.3PS v9.0

New Mandatory Fields in PMOL

*Key take-away itemThe Reward Plan, Reward Manager, Business Results and Performance Cluster fields are mandatory fields on the Create a New Position and Edit a Single Position pages in PMOL. These fields must be populated with a valueCongratulations. You have successfully completed the New Mandatory Fields in PMOL section of Module 2. Please click on the Home icon to return to the module menu


Additional Changes to PMOL- Contents Page (1/2)*Click on the Content tabs to access the respective slide(s)Quality of Results (QoR) field has been renamed Performance Cluster in PeopleSoft 9.0 Remuneration Specialist field has been renamed Reward Manager in PeopleSoft 9.0The addition of a prompt on the Create a New Position Page to update the Position TitleNew error message to prevent the inactivation of a position that is related to a Line Manager, HRBP, Reward Manager or Dotted Line ReportsNew error message on the Create a New Position page in PMOL when the salary grade has a work level that is different from the selected Standard Job Codes work levelAddition of Reward Manager and Reward Plan fields on the Edit Multiple Positions Page Additional changes to PMOL (front end)Click on the icon to return to the Module 2 menu

Additional Changes to PMOL- Contents Page (2/2)*Click on the Content tabs to access the respective slide(s)Car Eligible fields for USA and Canada have been removed in PeopleSoft 9.0Test Your UnderstandingKey take-away itemsAdditional changes to PMOL (front end)Click on the icon to return to the Module 2 menu

The Quality of Results field has been renamed Performance Cluster in PeopleSoft 9.0. The Performance Cluster field appears on the Create a New Position and Edit Position pages in PMOL

1. Quality of Results field has been renamed Performance Cluster in PeopleSoft 9.0

*Create a New Position Page in PMOLEdit a Single Position Page in PMOLEdit Multiple Positions Page in PMOLClick on icon to return to the section contents page

The Remuneration Specialist field has been renamed Reward Manager in PeopleSoft 9.0. The Reward Manager field appears on the Create a New Position and Edit Position pages in PMOL

2. Remuneration Specialist field has been renamed Reward Manager in PeopleSoft 9.0

*Edit a Single Position Page in PMOLEdit Multiple Positions Page in PMOLCreate a New Position Page in PMOL

Once the Job Code has been populated on the Create a new Position Page in PMOL, the Position Title, Standard Hours, Salary Plan and Grade will automatically default on the page Once the Position Title has been defaulted, a prompt will appear for the HRBP to review and update the Position Title where appropriate. The Short Title field will default from the Position Title

3. Addition of a Prompt in PeopleSoft 9.0 to update Position Title

*

An error message will be generated on the Inactivate a Position You Own page in PMOL when the HRBP attempts to inactivate a position that is a Line Manager, HRBP, Reward Manager or Dotted Line Report To. This logic existed in PMOL in PeopleSoft 8.3 for the Reports To field but has been amended to include the Line Manager, HRBP, Reward Manager and Dotted Line Reports To fields

4. Error message to prevent the inactivation of a position related to a Line Manager, HRBP, Reward Manager or Dotted Line Reports To

*

On the Create a New Position page in PMOL, an error message will be generated when the salary grade (which is defaulted from the selected Job code) has a work level that is different from the selected Standard Job codes work level

5. Error Message when salary grade has a different work level from the selected Standard Job codes work level

*

On the Edit Multiple Positions page in PMOL, The Reward Manager and Reward Plan fields have been added as editable fields on the page

6. The addition of Reward Manager and Reward Plan fields on the Edit Multiple Positions Page

*

Car eligibility for USA and Canada has been removed in PeopleSoft 9.0. Therefore, on the Create a new Position page the Car Eligible fields have been removed. This means the USA and Canada flags have also been removed from the page

7. Car Eligible fields for USA and Canada have been removed in PeopleSoft 9.0

*Create a new Position page in PMOL (PeopleSoft 8.3)Bottom of the Create a Position Page in PMOL (PeopleSoft 9.0)

The same change as previously outlined has also been made on the Edit a Single position page


*Bottom of the Edit a Single Position Page in PMOL (PeopleSoft 9.0)Edit a single Position page in PMOL (PeopleSoft 8.3)

Q1) Is the following statement TRUE or FALSE ?

Q2) As an HRBP, you have been instructed to inactivate the Position Number 00083306 which belongs to a Line Manager. As you select to inactivate the position on the Inactivate a Position You Own page in PMOL an error message is displayed. What should you do next?The Car eligible field has been removed from the USA section but not the Canada section on the edit position pages in PeopleSoft 9.0

*Test Your UnderstandingClick on your selected answer in the yellow boxesEmail or Phone Unilever Peoplelink/Data Controller to inform them of the errorUpdate the Positions reporting to or assigned to the Position number 00083306Update the Position Title and retry the processC)B)A)FALSETRUE


Q4) What field will the Position Title default from on the Create a new Position Page in PMOL ?

*Standard JobJob CodeJob FunctionAn error message will be generated when the salary grade (which is defaulted from the selected Job code) has a work level that is different from the selected Standard Job codes work level

FALSETRUEC)B)A)Test Your Understanding

Additional Changes to PMOL

*Key take-away itemsThe Quality of Results field has been renamed Performance Cluster in PeopleSoft 9.0The Remuneration Specialist field has been renamed Reward Manager in PeopleSoft 9.0Congratulations. You have successfully completed the Additional Changes to PMOL section of Module 2. Please click on the Home icon to return to the module menu


Additional Changes to Position Management - Contents Page*Click on the Content tabs to access the respective slide(s)Remuneration Specialist field has been renamed Reward Manager in PeopleSoft 9.0Quality of Results (QoR) field has been renamed Performance Cluster in PeopleSoft 9.0New error message on Position data when the salary grade has a work level that is different from the selected Standard Job Codes work levelCar Eligible fields for USA and Canada have been removed in PeopleSoft 9.0New Warning Message when modifying a position that has multiple incumbents associated with itAdditional changes to Position Management (back end)Click on the icon to return to the Module 2 menuKey take-away item

The QoR field has been renamed Performance Cluster in PeopleSoft 9.0. The Performance Cluster field appears on the Description tab of Position data in PeopleSoft 9.0

1. QoR field has been renamed Performance Cluster in PeopleSoft 9.0

*PeopleSoft Version 9.0PeopleSoft Version 8.3Click on icon to return to the section contents page

The Remuneration Specialist field has been renamed Reward Manager in PeopleSoft 9.0. The Reward Manager field appears on the Description tab of Position data in PeopleSoft 9.0

2. Remuneration Specialist field has been renamed Reward Manager in PeopleSoft 9.0

*PeopleSoft Version 9.0PeopleSoft Version 8.3

On the Add/Update position Information Page in Position Management, an error message will be generated when the salary grade (which is defaulted from the selected Job code) has a work level that is different from the selected Standard Job codes work level

3. Error Message when salary grade has a different work level from the selected Standard Job codes work level

*

Car eligibility for USA and Canada has been removed in PeopleSoft 9.0. Therefore, on the Specific Information Tab in Position Management the Car Eligible fields for USA and Canada have been removed. This means the USA and Canada flags have also been removed


*PeopleSoft version 8.3

The warning message below is generated when amending a Position (with incumbents) on the Position data pages. For example, when performing a Job Reclassification, Position Inactivation, Position Data Update etc Select No to ensure the updates will be completed in Real time. Do not select Yes as this would mean that there will be lag on the job information updates which may have a downstream impact on interfaces

5. New Warning Message when modifying a position that has multiple incumbents associated with it

*

Additional Changes to Position Management

*Key take-away itemsThe Quality of Results field has been renamed Performance Cluster in PeopleSoft 9.0The Remuneration Specialist field has been renamed Reward Manager in PeopleSoft 9.0Car eligibility for USA and Canada has been removed in PeopleSoft 9.0.Congratulations. You have successfully completed the Additional Changes to Position Management section of Module 2. Please click on the Home icon to return to the module menu

Changes to the Reporting Process in PeopleSoft 9.0Query Viewer in PeopleSoft 9.0Module 3 Menu: Reporting and Query Management*Changes to Query Manager in PeopleSoft 9.0Click on the icon for the training glossaryClick here to access your training planClick on each section to view the information It is advisable to view these sections in the order they are presented

Please note, you may not need to complete all these sections. Please click on the question mark icon below to see which sections are specific to youSchedule Query in PeopleSoft 9.0Your Training Plan

What is not included in this module ?

End to end processes on how to create and run a QueryFor end to end process training regarding how to create, update and run a query please refer to the PeopleSoft User guide available on the Unilever Portal or the Query Reporting Application Overview available on OSI (Accenture)

*

Changes to the Reporting Process in PeopleSoft 9.0- Contents Page*Reporting Process in PeopleSoft 8.3

Reporting Process in PeopleSoft 9.0

Test your UnderstandingKey take-away item Changes to the Reporting Process in PeopleSoft 9.0

New Ad Hoc Report Request Form in PeopleSoft 9.0

Best practises when requesting an Ad Hoc Report

Click on the Content tabs to access the respective slide(s)Click on the icon to return to the Module 3 menu

1. Reporting Process in PeopleSoft 8.3

PeopleSoft 8.3 Reporting Process

In PeopleSoft 8.3, a Line Manager or HRBP can request an ad-hoc report by completing the Ad-Hoc Request Form and submitting to Peoplelink. Peoplelink submits the form to the Central Reporting Team. Provided the requestor has sufficient PeopleSoft access to view the information requested, the reporting team will generate the report*Ad Hoc Request FormAd Hoc ReportClick on icon to return to the section contents page


PeopleSoft 9.0 Reporting Process

With the deployment of Peoplelink Online (PLOL) in Q4 2010, the main reports required by Line Managers will be available via the Reporting menu in PLOL. Line Managers (with a Unilever email address) will be able to view pre-defined reports in the Reporting menu without needing to request a reportThere will be an exception process for those Line Managers who do not have a Unilever email address- they will still be permitted to request the report via the formLine Managers will always be directed to PLOL when they require a report. Where a Line Manager needs access to data not available in the PLOL reports they should contact their HRBP with details of their requirements. The HRBP can submit a request for an ad-hoc report if required*Central Reporting TeamAd Hoc Request FormAd Hoc ReportException process


*For additional details regarding Line Managers Reports please refer to Module 4: Peoplelink Online User Training

An additional report: View Delegated Activity report will also be added to the Manage My Team section on the landing page in PLOL. This report will display all the transactions Line Managers have delegated to proxies and the status of those transactions

The Reports available to Line Managers in PLOL include:

Future Events confirmed for your teamThis report will provide Line Managers with details of any future events affecting your team as a PDF. For example, the end of fixed term employmentEmployee Salary History by ID ReportThis report will provide Line Managers with the salary history of a member of your team in an excel spreadsheetEmergency Contact ReportThis report will provide Line Managers with the emergency contact details for your team in an excel spreadsheetEmployees Who Have Left Unilever ReportThis report will provide Line Managers with details of members of your team who have left Unilever in an excel spreadsheetRemuneration History ReportThis report will provide Line Managers with the work history of your team as a PDFPersonal History ReportThis report will provide Line Managers with the work history of a member of your team as a PDFTeam Data ReportThis report will provide Line Managers with key data on their team

3. New Ad-Hoc Report Request Form inPeopleSoft 9.0

A new ad-hoc report request form has been introduced in PeopleSoft 9.0 which is more dynamic than the previous formThe key differences are as follows:Format- The form will be in an MS-Excel format instead of MS-Word. This will allow for a more intuitive formContent- To assist the reporting agents to process the requests, the form will have a fixed selection of fields with local language translations. This will ensure the HRBP selects the correct field and will ensure reporting agents provide the correct fields in the report. This is very useful where the agent producing the report does not speak the local languageThe form will continue to be available to HRBPs via the UL portal

*Ad-Hoc Report Request form in PeopleSoft 9.0

Ad Hoc Report Request Form

AD HOC AND CUSTOM REPORT REQUEST FORM

Requester Data Access

Unilever OnlyYour access to the data requested will be validated against your PeopleSoft Data Security Profile. If you do not have the required access to view the data in your request, your form will be returned to you and you will have to seek approval from your HRBPNote: If you do not have a PeopleSoft ID, you will need to provide SDM approval of your reporting request

Accenture OnlyRequesters must be a Team Lead, Supervisor Level or above. Before submission of your request you must gain the required approval for your request. If you are in Operations and your request is for country specific data, you must gain approval from your Operations Lead. If you are in Operations and your request is for global data or you do not have an Operations Lead you must gain approval from the Accenture Solution Compliance Lead

1Requester DetailsMANDATORY SECTION

*Company-Select One-*Service LineAccenture OnlyCompanyReport Before?Employee DataRegionLanguages

-Select One--Select One--Select One-English

*Name*PeopleSoft Employee IDUnilever OnlyUnileverYesAll Employees for whom I am Line ManagerYesFrench

AccentureNoAll Employees for whom I am HRBPSpanish

*Role/Designation*Phone NumberDon't KnowLocation / Country - Please specifyItalian

Department - Please specifyTurkish

*Location*Date of Requestdd-mmm-yyyyLegal Employer - Please specify

Other - Please Specify

*Email Address

2Request Type

If you would like to request a Standard Scheduled Report outside of the Schedule / Reporting Calendar, complete section 3: UNSCHEDULED STANDARD REPORT REQUEST.

An Unscheduled Report Request is a request to receive a scheduled report on a different date to its normal distribution date, as a one-off event. For example, if you normally receive the report on the 1st of each month, but as a one-off event you would like it to be run again on the 15th of the month. Note: Only reports on the Reporting Calendar can be requested via an Unscheduled Report Request.

If you would like to request a Report that is not on the Schedule / Reporting Calendar, move to section 4: CUSTOM REPORT REQUEST.

3UnScheduled Standard Report RequestUnscheduled Standard Report Request

*What is the name of the scheduled report?

If you would like a list of reports available to you, please contact your SDM

4Custom Report RequestCustom Report Request

Please complete the information below to give us some more details about what information you would like to be included in your report

Note: If you wish to receive this report on a scheduled basis, please contact your Service Delivery Manager who will assist you with this process

*Has this report or query been generated in the past?-Select One-

If Yes, please enter the name of the report, the query or Incident Number of your previous request (if known)Eg Headcount Report

General Description / Purpose of Report Requirement:Please enter text in EnglishEg The report is to contain pay review data for all employees within my HR responsibilityEg The report should show all employees on leave during the report period

*Report periodPlease insert the date or date range for the data you would like in the reportEg - From - To , As of

*Employee Data RequiredPlease select which employees you need data on-Select One-

If required - Please specify detailsPlease enter text in English

*Country / Region of Data RequiredSelect either Country / Countries, Cluster or RegionCountry / Countries:

AustraliaNew Zealand

BelgiumNorway

CanadaPhilippines

(Please note: access rights to information are dependent on your position. Your request will be rejected if you are not permitted access to the data on the report. If you would like more details about the information you are permitted to access please contact Peoplelink)ChinaSingapore

DenmarkSouth Africa

FinlandSpain

FranceSweden

GermanySwitzerland

Hong KongTurkey

IndiaUnited Kingdom

ItalyUnited States of America (USA)

Netherlands

Cluster:Region:

ANZAsia

BeneluxAMET

Greater ChinaAsia/AMET

NordicsEurope

North AmericaAmericas

DACHGlobal

UK/I

*Select the fields you would like in your report*Select LanguageEnglish

EnglishFrenchSpanishTurkishItalian

Please select your language option before selecting the required fields for your reportEmployee IDCompensation Rate (Salary)Employee IDIdentifiant du salariCdigo de empleado de Peoplesoftalan Sicil NumarasID Dipendente

Full NameCompensation Frequency (Salary)Full NameNomNombre y apellidos (Nombre completo)Soyad,AdNome completo

Position NumberFull Time / Part TimePosition NumberNumro de position/de posteNumero de la posicinPozisyon NumarasNumero della posizione

Work LevelCountry (Regulatory Region)Work LevelWork levelWork Level (WL) kademesi (1,2,3)Work Level

Note the data will be in Excel format, which you will be able to filter and sort as requiredGradeEmployment Terms ClassGradeGradeGrade snf (2A,2B)Grade

Business TitleEmployee Class DescriptionBusiness TitleIntitul du posteNombre de la posicin AdDescrizione della Posizione

DepartmentHire DateDepartmentDpartement/serviceDepartamentoDepartman KoduDepartment / Reparto

Department DescriptionTermination DateDepartment DescriptionDescription dpartementDescripcin del departamentoDepartman AdDescrizione del department /reparto

Location Description (Full name)Job FunctionLocation Description (Full name)Lieu de travailDescripcin del site (Nombre completo)Lokasyon adDescrizione sede di lavoro (Nome completo)

Employee StatusCost Center (Account Code)Employee StatusStatut du salariEstado del empleadoalan DurumuStato dipendente (Empl Status)

Business EmailCost Center Desc (Account Code)Business EmailAdresse e-mailDireccin de correo electrnico de Unilever e-mail Adresie-mail aziendale

Business Phone NumberLegal EmployerBusiness Phone NumberTlphone professionnelNumero de telfono de la oficina Telefon NumarasTelefono aziendale

Line Manager (Reports to name)Legal Employer DescriptionLine Manager (Reports to name)Line ManagerJefe Directolk Amir AdLine Manager (Report To)

HRBP NameHRBP NameNom HRBPNombre del HRBPHRBP AdNome del HRBP

Compensation Rate (Salary)Salaire annuel brutSalarioMaaCompensation Rate (stipendio)

Other - Please enter text in EnglishCompensation Frequency (Salary)Compensation frequencyFrecuencia de la Compensacin (Anual, Mensual)deme skl (Yllk, aylk, saat)Frequenza (stipendio)

- Please specify field names or Action and Action Reason -Full Time / Part TimeTemps plein/Temps partielTiempo Completo/Tiempo ParcialFull Time / Part TimeTempo pieno/Lavoro a tempo parziale

Country (Regulatory Region)Pays (Rgion)PaslkePaese (Regulatory Region)

Employment Terms ClassType du contratTipo de empleado (Indefinido, Temporal, Becario)alma Koulu (Regular, Intern,Temporary)Tipo di dipendente (Empl Term Class)

Employee Class DescriptionDescription classe du salariTipo de contratoalan Snf Ad (Permanent,Trainee,Seasonal..)Descrizione del tipo di dipendente (Empl Term Class)

Hire DateDate anciennet groupe/Date d'embaucheFecha de altae Giri TarihiData di assunzione

Termination DateDate de dpartFecha de finalizacinten k TarihiData di uscita

Job FunctionFonctionFuncion FonksiyonuFunzione aziendale

*Employee StatusPlease select all of the employee statuses you would like to feature on the reportA - Active employees ONLYB - Terminated With Benefits**Cost Center (Account Code)Centre de cotCentro de costeMasraf Merkezi Numaras (Lokasyon)Centro di costo

L - Leave of Absence (Without Pay)D - Deceased**Cost Center Desc (Account Code)Description centre de cotDescripcin Centro de CosteMasraf Merkezi Ad (Lokasyon Ad)Descrizione centro di costo

P - Leave of Absence (With Pay)T - Terminated**Legal EmployerEmployeur lgalEmpleador legalYasal veren/irket KoduSociet legale (Legal Employer)

S - SuspendedU - Terminated (With Pay)**Legal Employer DescriptionDescription employeur lgalDescripcin del empleador legalYasal veren/irket AdDescrizione della societ legale (Legal Employer)

Q - Retired (With Pay)**X - Retired - Pension Admin**

R - Retired**W - Short Work Break

**For all Terminated, Retired and Deceased requests, please specify the date from which you would like data fromPlease enter text in English- Please specify from date for requests for Terminated, Retired and Deceased -

*Work Level Please select all of the work levels that you would like to feature on the reportWL1WL5

WL2UEx

WL3Non-exempt (USA Only)

WL4Job Class (Canada only)

(Please note: access rights to information are dependent on your position. Your request will be rejected if you are not permitted access to the data on the report. If you would like more details about the information you are permitted to access please contact Peoplelink)

Other - Please enter text in English

- Please specify -

*Employee TypePlease select all of the employee types which you would like to feature on the reportSalariedException Hourly

HourlyAll

Internal Use Only

Reporting Agent to confirm if the Requester Security Profile has been validated in PeopleSoftReporting Agent Name:

Reporting Agent to confirm report file is encrypted with passwordReporting Agent Name:

If you would like to request a Standard Scheduled Report outside of the Schedule / Reporting Calendar, complete section 3: UNSCHEDULED STANDARD REPORT REQUEST.

If you would like to request a Report that is not on the Schedule / Reporting Calendar, move to section 4: CUSTOM REPORT REQUEST.

Version Control

DateVersionUpdated By (Name and Role)Summary of ChangesReason for Changes

25.01.091.0Suzy Neal (Global Process Specialist)New Excel format of form created as part of continuous improvement

12.04.101.1Suzy Neal (Global Process Specialist)Updated following review with James Stringer (Unilever)

4. Best Practices when requestingan Ad Hoc Report

Best Practices when requesting an Ad Hoc report:A Line Manager who requires an ad hoc report needs to check whether the data they are requesting is found in a current scheduled report (i.e. one that is on the reporting calendar and distributed to a set recipient list on a fixed date). The HRBP needs to ensure that the requirement is clear in the form and that all fields are populated (nearly all fields are mandatory). This will ensure forms are processed efficiently and will prevent forms being returned to the requestor or emails requiring additional clarification from the requestor

*


Q2) As an HRBP, a Line Manager contacts you because they require a report that is not available via the reporting menu in Peoplelink Online. What should you do ?


Test Your UnderstandingAll Line Managers with a Unilever email address and access to the PLOL tool will no longer be permitted to request an Ad Hoc Report via the form

*Instruct the Line Manager to send their requirements to Peoplelink via the ad-hoc report request formVerify that the report does not exist in Peoplelink Online and then send a request to Unilever Peoplelink via the ad hoc report request formThe new ad-hoc report request form will be in MS-Excel format and will contain local language translations

Click on your selected answer in the yellow boxesFALSETRUEFALSETRUEA)B)

Test Your UnderstandingQ4) HRBPs should follow best practices when requesting an ad hoc report on behalf of their line managers. Which of the following should requestors ensure to follow when requesting an ad hoc report?

check whether the data they are requesting is found in a current scheduled report ensure that their requirement is clear in the form and that all fields are populatedBoth of the Above

*A)B)C)

Changes to the Reporting Process inPeopleSoft 9.0

*Key take-away itemWith the deployment of PLOL, all Line Managers with a Unilever email address and access to the PLOL tool are encouraged to view the pre-defined suite of reports via the Reporting menu in PLOLWhere a Line Manager needs access to data not available in the PLOL reports they should contact their HRBPCongratulations. You have successfully completed the Changes to the Reporting Process in PeopleSoft 9.0 section of Module 3. Please click on the Home icon to return to the module menu


Changes to Query Manager inPeopleSoft 9.0 - Contents Page (1/2)*A Separate Run tab has been added to the Query Manager page in PeopleSoft 9.0Click on the Content tabs to access the respective slide(s)Once a Query has been created in PeopleSoft 9.0 it does not have to be saved prior to being runAdditional Search By Criteria has been added on the Query Search pages

Advanced Search has been added on the Query Manager Search page

Advanced Search has been added when creating a new Query

Option to Re-run a Query in PeopleSoft 9.0

Changes to Query Manager in PeopleSoft 9.0Click on the icon to return to the Module 3 menu

Changes to Query Manager in PeopleSoft 9.0 - Contents Page (2/2)*Click on the Content tabs to access the respective slide(s)Click on the icon to return to the Module 3 menuChanges to Query Manager in PeopleSoft 9.0Show Fields is a new functionality on the Query Manager Search pageKey take-away item

Run to HTML and Run to Excel functionality added on the Query Manager Search Results page

1. A separate Run tab has been added to the Query Manager page

In PeopleSoft 9.0, a separate Run tab has been added to the Query Manager page

*PeopleSoft Version 9.0PeopleSoft Version 8.3Click on icon to return to the section contents page

2. Once a Query has been created in PeopleSoft 9.0, it does not have to be saved prior to being run

PS v9.0PS v8.3Please Note: When creating Queries in PeopleSoft 9.0, they should only be saved if necessary. In addition, any saved queries should be deleted when no longer requiredThis will mean fewer queries in the system resulting in faster performance speeds in retrieving queries*

3. The Query can be Re-Run via the Run Tab in Query Manager

If you make any changes to your query since the last run, you must click on the Rerun Query link to see the effect of your changes*

4. Additional Search By Criteria has been addedon the Query Search pages

*

The same criteria (listed above) can be found on the new Query Viewer search page in PeopleSoft 9.0

For example, If you know the entire name of the Query you want to run, select Query Name from the Search by drop-down list box.If you only know whether the Query is public or private then click on the Owner search by criteria etcPeopleSoft Version 9.0PeopleSoft Version 8.3 Additional Search By criteria has been added to the Query search pages in PeopleSoft 9.0

In PeopleSoft 8.3, Description and Name were the only search criteria available

5. Advanced Search has been added on theQuery Manager Search page

* Advanced Search functionality has been added to the Query search pages in PeopleSoft 9.0. This offers you greater flexibility to narrow your search by entering values in more than one type of criteriaPeopleSoft Version 9.0PeopleSoft Version 8.3

As per this screenshot, if you dont know the name of the Query but you know: It is a Query relating to Job Codes The Query contains a field related to Salary (perhaps Salary Grade or Salary Survey) It is a public querythen you can use the Advanced search page to help you locate the correct Query

The Advanced Search page is not present in PeopleSoft 8.3

6. Advanced Search has been added when creating a new Query

* Advanced Search functionality has been added to the Records Tab when creating a Query in Peop

4. peoplesoft 9 self learning training modules (not slide show)

Documents