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9 TRAINING GUIDE
TABLE OF CONTENTS
1. INTRODUCTION............................................................................................................................... 2
1.1. PROCESS: HIRING YOUR WORKFORCE................................................................................... 2
1.2. FUNCTION: HUMAN RESOURCES - NEW HIRE ................................................................................. 2
1.3. OBJECTIVE(S)............................................................................................................................... 2
2. ENTRANCE CRITERIA .................................................................................................................... 2
2.1. PREREQUISITE(S)/PRECEDING PROCESS(ES) ................................................................................ 2
2.2. INPUT DATA.................................................................................................................................. 2
3. EXIT CRITERIA ................................................................................................................................ 2
3.1. SUBSEQUENT PROCESS(ES) ......................................................................................................... 2
3.2. OUTPUT DATA .............................................................................................................................. 2
4. PROCEDURAL STEPS .................................................................................................................... 3
4.1. HIRING AN INDIVIDUAL PERSONAL INFORMATION ........................................................................ 3
4.2. HIRING AN INDIVIDUAL CONTRACT INFORMATION......................................................................... 8
4.3. HIRING AN INDIVIDUAL PERSONAL HISTORY .............................................................................. 10
4.4. HIRING AN INDIVIDUAL ADD EMPLOYMENT INSTANCE................................................................. 11
4.5. HIRING AN INDIVIDUAL JOB INFORMATION ................................................................................. 15
4.6. HIRING AN INDIVIDUAL JOB LABOR ............................................................................................ 17
4.7. HIRING AN INDIVIDUAL PAYROLL ............................................................................................... 20
4.8. HIRING AN INDIVIDUAL SALARY PLAN ........................................................................................ 22
4.9. HIRING AN INDIVIDUAL COMPENSATION..................................................................................... 23
4.10. HIRING AN INDIVIDUAL EMPLOYMENT DATA ............................................................................... 26
4.11. HIRING AN INDIVIDUAL EARNINGS DISTRIBUTION ....................................................................... 29
4.12. HIRING AN INDIVIDUAL BENEFITS PROGRAM PARTICIPATION ...................................................... 32
4.13. CLOSING/COMMENTS ................................................................................................................. 34
5. TIPS AND TRICKS ......................................................................................................................... 35
6. ADDITIONAL TRAINING REQUIREMENTS.................................................................................. 35
7. CANDIDATE FINAL SECTIONS .................................................................................................... 35
7.1. DEFINITIONS, ACRONYMS, AND ABBREVIATIONS .......................................................................... 35
7.2. OPEN ISSUES AND FUTURE CONSIDERATIONS ............................................................................. 35
7.3. REFERENCES AND RELATED DOCUMENTS ................................................................................... 35
1. INTRODUCTION
1.1. Process: HIRING YOUR WORKFORCE
Whenever you bring a new person into your organization, you must also add a new record to PeopleSoft Human
Resources. The information you enter when you hire an employee is the basis for all your other human resource
tasks. Once you set up records for a member of your workforce, you can enter more data, build a comprehensive
history of the person's career with your organization, and support workforce-related planning and decision-making
for all areas of your organization.
Note regarding the following Training Guide, you will notice that various pages have the same field on them (ie:
name, employee ID and personal status, etc). These fields will be described on the first page where the field
appears, please refer back to these for descriptions.
1.3. Objective(s)
By the end of this chapter the user will be able to:
Hire a new person into the organization using PeopleSoft HRMS
2. ENTRANCE CRITERIA
2.1. Prerequisite(s)/Preceding Process(es)
<The training team should identify prerequisites to training (e.g. Basic Navigation of Peoplesoft, Security access to
systems, etc.) >
3. EXIT CRITERIA
3.1. Subsequent Process(es)
4.1.1. Access the Add Person page by following the navigation path.
Navigation
> Workforce
Administration
> Personal
Information
> Add a Person
4.1.2. When you open the Add Person component, the first thing the system will ask
you to do is enter a Person ID. A person ID is a unique identifying code that
you'll use to track a person's records throughout PeopleSoft Human Resources.
There are two ways to assign ID numbers: L
Automatically
If you use automatic ID assignment, the system adds IDs sequentially as you hire
new employees. The system maintains the last ID assigned on the
InstallationTable.
Manually
You can enter employee IDs yourself, using whatever system you choose for your
organization. If you choose manual entry, you don't need to assign IDs
sequentially. Assigning IDs manually is also the only way you can include
characters in the ID.
L Employee Status
Note: This status will
be associated with how
you add a new hire. If
you hire an individual
through the new hire
page he will have a
status of Employee.
But if added to the
system through the non
employee pages, their
status will be Non-
Employee.