Ps Hrms Flow

PeopleSoft Human
Capital Management 9.2

Business Process Maps
March 2013
PeopleSoft Human Capital Management 9.2 Business Process Maps
CDSKU hcm92bpms
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Recruiting
Analyze Recruiting
Human
Resources VP
Human Plan Recruiting

Resource
Manager
Recruiter
Recruit Applicants
Evaluate and Hire and Enable

Select Applicants Resources
Line Manager
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 5

Plan Recruiting
Define
Organization
Competencies and
Accomplishments
Define Recruiting Create

Assess Workforce
Analyze Recruiting Goals and Competency
Competencies
Measurements Strategy
Human
Resource
Manager
Analyze Pool of Create

Available Recruiting
Applicants Strategies
Analyze
Recruiting
Processes and
Channels
Recruit Applicants
Recruiter

Recruit Applicants
Human
Resource Plan Recruiting
Manager
Human
Analyze Recruiting
Resources VP
Create Job Post Job Evaluate and

Line Manager Requisitions Requisitions Select Applicants
Receive and Track

Recruiter Attract Applicants
Applications
Search for Jobs Apply for Job

Candidate Self-Service Self-Service

Create Job Requisitions
Human
Resource Plan
Recruiting
Manager
Plan Headcount
Yes Resubmit for Approval
(FPS)
Select screening
Associate notes
Create new job questions for online Request job opening
and attachments
opening applicants approval
as needed
Create New Job Create New Job Create New Job
Create New Job
Line Manager No Opening Opening Opening
Opening
Job Opening Screening
Request View list of existing and/or Check job opening
Clone Post Job
Request Recruiter to prior job openings, if needed approval status
No No existing job Requisitions
headcount? create job Search Job Openings Pending Approvals
opening?
opening? Browse Job Openings
Modify cloned job

Yes Clone existing job
requisition to meet
opening
requirements
Yes Search Job
Search Job
Openings
Openings
Receive notification
Recruiting of job opening
Review, update,
Approval approve or deny
pending approval
request for job
Authority Pending Approvals
Pending Approvals
Worklist
No
Review and update

Modify Existing existing job opening in
Opening progress
Search Job Openings
Select person or non-

Create new job
Create New person profiles for base
opening
Job Opening requirements
Create Job Opening Check job
Create Job Opening Select pre-screening Associate notes Request job
Recruiter opening
and screening and attachments Ready to opening approval status
View list of existing questions for rating as needed submit for Yes approval Pending
and/or prior job online applicants Manage Job approval? Pending Approvals
openings Clone existing job Modify cloned job requisition Screening Openings Approvals
How to create Clone Existing
Search Job opening to meet requirements
job opening? Job Opening
Openings Search Job Openings Search Job Openings
Search Job
Postings
Create from Create job opening based on Resubmit for Approval

Open Position open position
Create Openings from Positions

Post Job Requisitions
Identify internal
or external
Company Web Sites
websites for
posting
Identify
recruiting
Recruiting
agencies for
Agencies
posting job
opening
Line Manager
Review job postings by
Receive posting job board, if needed
Identify job Post job opening Integration with third party
Create Job Where to confirmation(s) Manage External
Job Board boards for Manage External using PeopleSoft's Open
Requisitions post job? Manage External Postings
posting Postings Integration Framework (OIF)
Postings Search Postings
Full Text Vacancy (USF)
Identify Services Integration with PeopleSoft

Post job opening
Services Procurement for Services Procurement using
Manage External
Procurement posting job PeopleSoft's Open
Postings
opening Integration Framework (OIF)
Identify internal
or external
Company Web Sites
websites for
posting
Identify
recruiting
Recruiting
agencies for
Agencies
posting job
opening
Recruiter Review job postings by

Receive posting job board, if needed
Identify job Post job opening Integration with third party
Where to confirmation(s) Manage External
Job Board boards for Manage External using PeopleSoft's Open Attract Applicants
post job? Manage External Postings
posting Postings Integration Framework (OIF)
Postings Search Postings
Full Text Vacancy (USF)
Identify Services Integration with PeopleSoft

Post job opening
Services Procurement for Services Procurement using
Manage External
Procurement posting job PeopleSoft's Open
Postings
opening Integration Framework (OIF)
Search for
Candidate
Jobs Self-
Service

Search for Jobs Self-Service
Search hard
Search Print Media copy
publications
Attend Attend recruiting

Recruiting Event event or job fair
Register for job

Where to View job
board and
search for Visit Job Boards postings directly
provide profile
job? on job board
information
Candidate
View job
Search postings on
the Internet other external
websites
Email job posting Apply for Job
Send job Apply for job Self Service
to a friend
to friend
Careers
Search job postings
Search directly on company Review job
Choose Save job Save job to list
Company website postings
action to list Careers
Website Careers Careers
Job Search
Register as a new
Register Choose
applicant
as applicant action
Careers Subscribe to potential employer's Receive and review list of
Set up automatic
job search agent job postings
job search
Careers Careers
Provide email
Recruiter Process applicants’
notification for jobs
Post Job automatic job searches
found that match
Requisitions Run Job Search Agent
applicant criteria
Subscribe to potential employer's

Set up automatic Receive and review list of
job search agent
job search job postings
Careers
Careers
Save job Save job to list

to list Careers
Employee Search job postings
Review job
Search Company directly on company Choose Send job Email job posting to a friend
postings
Internal Careers Site website action to friend Careers
Careers
Careers
Refer a friend
Refer a friend Careers
Apply for job

Attract Applicants
Advertise job
openings in
Advertise
media
publications
Receive Track
inquiries or correspondence and
Receive
referrals in contacts
Inquiries or Referrals
person or via Contact Notes
phone or email Manage Applicant
Track Record general

Contact
Create list of correspondence expenses
Participate in potential
Participate in applicant leads to and contacts associated with Receive and Track
job fair or applicants by
Recruiting Events qualify Contact Notes recruiting Applications
recruiting event email, phone,
Applicant Lists Manage Search Job
fax or mail
Applicant Openings
Recruiter
Search applicant
Choose how database for Review applicant
Search Applicant
to source individuals meeting search results
Database
applicants criteria Find Applicants
Find Applicants
Search the internet for

Search the Internet applicant leads
Find Applicants
Review hot job

Define "hot jobs" history and update
Create/Review
criteria amounts and
Hot Jobs
Hot Jobs timing of awards
Hot Job History
Post Job
Line Manager Requisitions
Define the conditions under Set up the amounts and Create or update a referral
Select the employee eligibility
Create which an employee is eligible timing of awards in the program ID, description,
and award category rules that
Employee Referral for award payment under the category for both ERPs effective date, and some
Employment Program Employee Referral Program and hot Jobs business rules
are in effect for the program
Coordinator Employee Referral Program
Employee Eligibility Rules Award Category Rules Employee Referral Program

Apply for Job Self-Service
Mail hard copy

Mail Resume
of resume
Fax copy of
Fax Resume
resume
Search for Jobs Method of Email Email copy of

Prompted by Print Media or Recruiting Events
Self-Service application? Resume resume
Provide
Upload Resume a resume online
Apply Careers
Directly Online
Prompted by Transfer applicant to

Send applicant
External online application
Select the profile to Register as a Create a resume
Job Boards form pre-populated Choose
positions for company new applicant Paste Resume Text online
Candidate or Internet with information action
which to apply recruiting Careers Careers
provided by
process
applicant No
Search job Select jobs in

Search Job Postings postings which to apply
Careers Careers
Provide additional
Integration with third party attachments to support
using PeopleSoft's Open Provide attachments
job application
Complete pre-screening
Integration Framework (OIF) Apply for a job Pass Careers
Apply for a Job questionnaire
Careers pre-screen?
Careers
Receive
Yes confirmation that
the resume was
received
Provide Provide Provide Provide Careers
Respond to View a summary of the
Verify contact competency and employment references referral Submit online
screening Choose View jobs applied for, and
Prompted by Externally Exposed Job Postings on Company Website information accomplishment and training and personal source application
questions action activity the application status
Careers information history data information Careers
Careers Careers
Careers Careers Careers Careers
Track correspondence received from applicants

Contact Notes
Receive and Track
Recruiter Manage Applicant
Applications
Administer Referrals
Track Duplicate Referrals
Confirm or cancel the

referral initiated by the
Employee Choice to Seek Job Opportunity
applicant
Confirm Referral
Employee
Select job Review the eligibility and
opening and award payment status for
Employee Choice to Refer a Friend
create a referral each applicant referred
Refer a Friend Check Referral Status

Receive and Track Applications
Candidate Apply for Job

Self-Service
Extract resumes from

Process Emailed Resumes
emails
Load resumes received in Parse resume using third-party Notify applicants that
Choose
electronic format resume extractor and resumes have been
Yes resume Load Resumes
Load Resume PeopleSoft’s Open Integration added to the applicant
option
Manage Resumes Framework database
Employment
Coordinator
Create resume receipt

Resume Identify or update acknowledgments and send to
parsing No applicant information applicants
available? Add New Applicant Generate Recruitment Letters
Send Correspondence
Create an
Add or update individualized checklist
Record information about how
competencies and for a particular Review summary of applicants
the applicant was referred to
accomplishments applicant for whom Applicant Summary by Job
the organization
Add New Applicant recruitment activities Applicant Summary by Source
Add New Applicant
Application Details are tracked
Applicant Checklist
Attract
Recruiter Applicants
Line Manager Evaluate and

Select Applicants
Human Analyze Recruiting

Resources VP

Evaluate and Select Applicants
Recruiter Recruit Applicants Source Applicants Review Applicants Screen Applicants

Schedule Perform Pre-Hire Present and
Interviews Activities Manage Offers
Human
Resources VP Analyze Recruiting
Conduct
Line Interviews and Hire and Enable
Manager Select Final Resources
Candidates

Source Applicants
Search leads and

Search Leads
contacts for potential Attract Applicants
and Contacts Review applicant status, resume,
applicants
Review applicant data and / or applicant profile
Recruit
Search Applicants
Applicants
Search internal database for Review list of potential

Choose
Search Internal applicant suitable for a job candidates based on Review correspondence notes
information to Review Correspondence Notes Review Applicants
Applicant Database requisition search criteria Search Applicants
review
Search Applicants Search Applicants
Review Application
Review Application
Search Applications
Define search criteria and create Review list of potential
Create
automated search candidates identified by
Automated
Recruiter Saved Searches automated search agent
Search Agent
Run Automatch Search Search Applicants
Where to look
for applicants?
Receive potential candidates Review list of potential

Review Potential
identified by Job Boards using candidates provided by
Candidates Sent
PeopleSoft's Open Integration Job Boards
from Job Boards
Framework (OIF) Search Applicants
Receive potential candidates

Review Potential Review list of potential
from PeopleSoft Service
Contingent Workers candidates provided by
Procurement using
from Services Services Procurement
PeopleSoft's Open Integration
Procurement Search Applicants
Framework (OIF)

Review Applicants
Route applicant information to Receive and track reviewer Update applicant information and
Route appropriate parties for additional review recommendations and details disposition status
Choose Keep applicant
Applicant Manage Applicant Manage Applicant Manage Applicant
action in consideration
Information Manage Job Opening Manage Job Opening Manage Job Opening
Manage Applications Manage Applications Manage Applications
Line Manager Link applicants to requisitions Reject applicant

Link
Choose Manage Applicant
Applicant
action Manage Job Opening
to Job
Manage Applications
Update applicant disposition

for a given job
Reject
Manage Applicant
Applicant
Manage Job Opening
Manage Application
Update applicant disposition

Add applicant to list Send rejection letter to Document
for a given job
Reject of rejected applicant(s) correspondence
Manage Applicant
Applicant applicants Send Correspondence with applicant
Forward applicant to Manage Job Opening
Manage Applicant Generate Recruitment Letters Contact Notes
Source Applicants another recruiter or Manage Application
Forward
individual
Forward Applicant
Reject Applicant
Review applicant
status, resume, and/
Review or applicant profile
Application Manage Applicant
Review Questionnaire
Results Route applicant Receive and track
Route
information to reviewer
Choose Applicant Choose
appropriate parties recommendations
action Information action
Manage Applicant and details
Recruiter Add applicant to a Forward Applicant Manage Applicant
Choose Add Applicant
list
action to a List
Manage Applicant
Keep applicant
Review Notes / in consideration
Review
correspondence
Correspondence Link applicants to
history/attachments Link Applicant
Notes job, if needed
Contact Notes to Job
Manage Applicant
Update applicant
information and
Request further Document disposition Screen Applicants
Send applicant information correspondence sent status
Correspondence Send and received Manage Applicant
Correspondence Contact Notes

Screen Applicants
Schedule Interview
Provide Certificate
of Eligibles and
candidate referral
list to the hiring
official
No
Override rankings for

Review list of highly Print the
competitive or non- Create candidate Create Certificate
qualified applicants; Certificate of
competitive referral list of Eligibles
No adjust rank if needed Eligibles report
Review Rate applicant Review list of applicants Candidate Certificate of
Review list of applicants Job Opening Certificate of
Screening requirements competencies and applicants who meet or Job Opening Evaluations List Eligibles
Recruiter Review Applicants who applied for a specific Screening USF Screening Eligibles
USF No met by applicant accomplishments exceed the final Screening
job requisition applicants?
applicants? Job Opening Job Opening Ranking screening criteria
Screening Applicant Rating Job Opening Screening
Yes Yes
Validate applicant’s
Identify the applicants who Categorize and rank
qualifications using Create ranking plan
have priority placement rights Need to rank applicants per ranking
Crediting Plan Yes Job Opening
Job Opening Screening candidates? plan
Process Priority Placement Job Opening Screening
Screening

Schedule Interviews
Review list of Review candidate application Record decision to Conduct Interviews

Update candidate Create interview and Select Final
candidates associated information, resume, interview, hold, or reject the
information, status, or schedule for selected Candidates
Schedule Interviews with a job opening disposition and status history candidate
disposition candidates
Manage Applicant Manage Applicant Manage Applicant
Manage Applicant Schedule Interview
Job Opening 360 Manage Application Manage Application
Send notifications to Document correspondence
participants of the sent
Line Manager scheduled interview Manage Applicant
Manage Applicant Send Correspondence
Review list of candidates Review candidate Confirm

Receive notification and
recommended for application information, candidates
confirm interview schedule
interview for a job resume, disposition and for interview
Interview Calendar
opening status history Manage
Interview Team Schedule
Manage Applicant Manage Applicant Applicant
Interview Notifications
Receive notification and

Employee confirm interview schedule
Interview Calendar
Interview Team Schedule
Receive and manage

interview notification and
Candidate confirm interview
Careers
Review feedback, Route candidate

Review resume, and/ or Document
information to
Application applicant profile Send notifications to correspondence sent to
Route candidate interviewers
Manage Applicant participants of the interviewers and
interview list for job to Manage
scheduled interview candidates
Screen Applicants hiring manager Applicant
Manage Applicant Manage Applicant
Manage Applicant Forward
Send Correspondence
Review candidate Applicant
Review disposition status
History history
Manage Applicant
Review list of
Create interview
Recruiter candidates for a job
Update candidate schedule for
associated with a Review correspondence Record decision to interview,
Choose Review information, status, selected
job opening history and attachments hold, or reject the candidates
action Correspondence or disposition candidates
Manage Applicant Contact Notes Manage Applicant
Manage Applicant Schedule
Job Opening 360
Interview
Candidate Listing
Contact applicant for
follow-up, further Document correspondence
Send Correspondence
screening or information sent and received
Send Correspondence Manage Applicant
Send Correspondence

Conduct Interviews and Select Final Candidate
Send rejection
Update applicant
notifications Track
Reject disposition for a
Generate Recruitment correspondence
Candidate given job
Letters Contact Notes
Manage Applicant
Send Correspondence
Select candidates Update final

for pre- candidate
Choose
Line Manager employment information and
action
checks status
Manage Applicant Manage Applicant
Create candidate View interview Perform
Review Review interview interview evaluation results, ratings and comprehensive review
Prepare and Choose Select
candidate schedules and record results recommendations of candidates in each
conduct potential Final Provide
information Interview Team Schedule Interview Evaluations Manage Applicant stage of the selection
interview hires Candidate(s) candidate
provided Interview Calendar Create Interview Evaluation process
selection
Evaluation Summary Manage Applicant
information to
recruiter
Review Review scheduled Evaluate candidate and

Prepare and
candidate interviews provide recommendation
conduct
Interviewer information Interview Team Schedule Interview Evaluations
interview
provided Interview Calendar Create Interview Evaluation
View a summary
Provide
of their scheduled
Prepare and expense
interviews, listed
Candidate attend interview documentation,
by job requisition
if needed
Careers
View interview Capture costs claimed by Select candidates

schedules by candidates by requisition Update candidate
for pre- Perform
By applicant Search Job Openings Select information and
employment Pre-Hire
Applicant Manage Applicant Evaluate Job Openings Final candidates status
checks Activities
Interview Team candidate and Manage Applicant
Manage Applicant
Schedule provide
recommendation
Create Interview
View interview Evaluation
Choose how schedules by Review candidate View interview Contact candidate and Track contacts,
Recruiter Schedule By requisition
Prepare and Choose
to view conduct interview status and results, ratings and follow up on interview conversations and
Interviews Requisition Interview Calendar potential
schedule interview confirm complete recommendations and status correspondence
Interview Team Create reminders hires
Manage Applicant Manage Applicant Send Correspondence Contact Notes
Schedule for interviewers to
complete
evaluations Update candidate Send rejection
Interview Reject disposition for a notification Track correspondence
View interview Review requisition Candidate given job Manage Applicant Contact Notes
By Evaluation
schedules by interview status and Manage Applicant Send Correspondence
Applicant Reminder
applicant list confirm complete
List
Manage Applicant Search Job Openings

Perform Pre-Hire Activities
Review and/or
Access provider website Review status of request
Conduct Interviews Need to verify references Review results of pre- Update candidate
and request candidate for pre-employment
and Select Final request No for the selected employment inquiries status
inquiries inquiries
Candidates references? applicant Preemployment Check Manage Applicant
Preemployment Check Preemployment Check
Manage Applicant
No
Yes
Line Manager
Send application information Receive applicant Make offer? Yes

Receive request status from
to preemployment verification information from provider
Send an email to provider using the Open
provider using the Open using the Open Integration
the applicant Integration Framework (OIF)
Integration Framework (OIF) Framework (OIF)
requesting
references
Manage Applicant
Capture pre-employment check

expenses provided by pre-
employment verification provider
Provide reference
Receive request
Candidate information
for references
Careers
Review status of
Send an email to the Review results of
Review and/or Access provider request for pre-
applicant requesting Track pre-employment Provide feedback
references for the website and request employment Present and
references correspondence checks and
selected applicant candidate inquiries checks Manage Offers
Send Contact Notes Preemployment recommendations
Manage Applicant Preemployment Check Preemployment
Correspondence Check
Check
Yes
Send application information Receive applicant

Recruiter Need to Receive request status from
to preemployment verification information from provider
request No provider using the Open
provider using the Open using the Open Integration
references? Integration Framework (OIF)
Integration Framework (OIF) Framework (OIF)
Capture pre-employment
check expenses provided by
pre-employment verification
provider

Hire and Enable Resources
Evaluate and
Line Manager Select Applicants
Close Job
Recruiter Requisitions
Enter New Hire Enable New Hire

Information (Onboard)
Human
Resource
Specialist
Manage
Recruiting
Expenses

Resources VP

Enter New Hire Information
Evaluate and
Line Manager Select Applicants
Close Job
Recruiter Requisitions
Add new hire by selecting pre-

configured template and
Use Smart HR Review transaction status View transaction details Create list containing hiring
completing simple data entry
Template Transaction Status Manage Transactions CAN information
Smart HR Template
Smart HR Transactions Hire Report CAN
Identify work location, job, labor, payroll, Print the letter to be signed by
Identify applicant's personal
Hire Applicant as salary plan and compensation both employee and employer on
information
New Employee information or before the first day of
Manage Hires ITA
Manage Hires employment
Job Letters (ITA)
Receive notification Hire Letter ITA
from Recruiting to Add a new employment
Perform Identify work location, job, labor, payroll,
perform Hire organizational instance for a
Concurrent Hire salary plan and compensation
Person
or Hire Person information
Add Employment Instance Create or update Contracts
as Employee Add Employment Instance
New Employment Instance ESP Update Contracts
Update Contracts ESP
Create a new contingent worker

Identify work location, job, labor, payroll,
Hire organizational instance for a Country-
salary plan and compensation
Contingent Person specific Send Contrata File ESP
information - contingent
Worker Add Contingent Worker Instance tasks Print Contrata XML File ESP
Review list of Add Contingent Worker Instance
New Contingent Worker Instance
individuals that need
hiring process to be
completed
Manage Hires Identify work location, job, labor, payroll, Manage Contrata Response File
Hire/Transfer Review and/or update personal ESP
salary plan and compensation
Existing information Read External XML File ESP
information - existing
Employee Manage Hires Review External XML File ESP
Manage Hires
Create an Additional
Add an assignment record for a
Assignment for
person Print Contracts ESP
an Employee or
Add Additional Assignment Print Contracts ESP
Contingent
Concurrent Hire USF
Worker
Identify work location, job, labor, payroll,

Identify applicant's personal Communication to Social
Rehire salary plan and compensation
information - rehire
Human Former Employee information - rehire Security ESP
Manage Hires Create AFI File ESP
Resource Manage Hires
Specialist Review and
Choose
verify data before No
action
performing hire? Record the Validate the hiring
Create legal Update the seniority bonus process by comparing
Track supporting
Hire Create employee ID and identify relationship between employee code and the the employee's
Headcount hiring documents
French Public personal information employee and record seniority Yes competencies to those End
allocated? Supporting
Sector Manage Hires organization Employee equivalent that are required for
Yes Documents FPS Manage
Initialize Status FPS Record FPS Hiring Seniority the assigned job code
Bonus FPS Validate Hire FPS Recruiting
Expenses
Review applicant's Check to see if Concurrent Hire Create new employee record, assign
Verify that the hire
hire detail applicant exists of Existing Employee status and civil service position
action selected is
information previously in French Public Sector Add Concurrent Empl Record FPS Delete and archive
appropriate
Manage Hire system No applicant data
Manage Hires
Details Search for People Delete ID FPS Enable New
Identify the terminated employee Hire (Onboard)
Rehire
to rehire
French Public Sector
Re-Hire Employee FPS
Record employee Assign Employee to Available Post

Create employee ID Define employee Enter employee
data Enter child and family allowance Search Post Plan Post Edit Request – Staffing (GPS)
Hire German and identify personal grade and step Add contract data disability data Administer Post Plan
Job Data – Dependent Information (GPS) Search Post Plan - by Payee (GPS) Run Automated Post Assignments (GPS)
Public Sector information Grade Step Update Contracts Regional Administrate Plan (GPS)
German Public Child Allowance Administration (GPS) Search Post Plan - by Post (GPS) Search Unassigned Payees (GPS)
Manage Hires Information (GPS) Disability
Sector Work or Close Assignment Lists (GPS)
Identify compensation, Identify employment-related Identify education, union Review new hire information and
Create hire record for Federal employee Print PAR request and Notice to Identify job, position, benefits
Hire New Identify personal information earnings, and distribution dates such as service affiliations and security status
and record general administrative details Employee and retirement information
Employee USF New Employment Instance USF details computation and WIGI dates clearance New Hire USF
New Employment Instance USF New Employment Instance USF New Employment Instance USF
Add Employment Instance USF New Employment Instance USF New Employment Instance USF New Employment Instance USF New Hire Error USF
Add Employment Instance USF Add Employment Instance USF Add Employment Instance USF
Add Employment Instance USF Add Employment Instance USF Add Employment Instance USF Review New Hire Stats USF

Close Job Requisitions
Enter New Hire

Information
Review all active employees who
were hired or rehired in a given time Analyze information on
Analyze ethnic and gender group
period and conforms to federal recruitment and hiring
USA movement and advancements
reporting requirements practices
Job Group Movement Analysis
PRWORA-New Hire (USA) Adverse Impact (USA)
PRWORA-Newhire
Create and review DIMONA hire

notifications to be sent to the Belgium
Social Security office (RSZ) in the
BEL
form of flat files
Human Create DIMONA Notification (BEL)
Resource Review DIMONA Notification (BEL)
Which
Specialist country?
Review a breakdown of job offers

versus application by UK-specific
GBR
ethnic groups and by gender
Adverse Impact (UK)
Create report of people with special

ITA hiring categories
Special Hiring Category ITA
Human
Analyze Recruiting
Resources VP
Review the eligibility and

award payment status for
Employee each applicant referred
Check Referral Status
Perform
country-specific
tasks
Analyze
Review requisitions, and Recruiting
capture recruiting Close requisitions for
expenses positions that have been Choose
Job Opening Status filled actions
Job Opening Cost Job Openings
Analysis
View duplicate
Evaluate and update View and approve
Manage View and override referrals and adjust
eligibility employee View audit list of awards that have the
referral eligibility and award award amounts
and determine award manual overrides and status of "Needs
awards information for among eligible
status the change details Approval"
referrals as needed employees
Process Referral Review Override Audit Approve Employee
Administer Referrals Track Duplicate
Programs Awards
Referrals
Recruiter
Receive notification of payment

Send
published by NA Payroll
Yes corrected No
EIP Name: Payroll Issued
awards?
eRecruit Payment
Review and correct

Receive results of validation of requested awards that are
Provide award payment
awards published by NA Payroll rejected by PeopleSoft
data to payroll
EIP Name: eRecruit Request for Payment Payroll for North
Process Referral
EIP Name: Acknowledgment/Verification America
Programs
of eRecruit Payment Review Rejected
Awards

Enable New Hire (Onboard)
Create Global Track Global

Assignment Assignments
Relocate
Maintain Employee Data
New Hire
Record
Office/Phone Maintain Employee Data
Information
Choose
Human Enter New Hire Request Provide Help Desk
onboarding
Information Resources Support
Resource actions
Specialist
Schedule
Deliver Learning
Training
Enroll in Manage Benefits

Benefits Enrollment
Plan Performance Determine Individual

and Career Development Goals

Analyze Recruiting
Human
Resource Plan Recruiting
Manager
Hire and Enable

Resources
Recruiter
Evaluate and
Select Applicants
Human
Resource Recruit Applicants
Specialist
Generate
Data Recruiting
Administrator Intelligence

Performance
Resource
Analyst

Analyze Recruiting Performance
Generate
Data Recruiting
Administrator Intelligence
Review all active employees who

Breakdown expense
Analyze information on were hired or rehired in a given time
Analyze ethnic and gender group types and amounts for a
recruitment and hiring period and conforms to federal
USA movement and advancements job opening
practices reporting requirements
Job Group Movement Analysis Job Opening Cost
Adverse Impact USA PRWORA-New Hire (USA)
Analysis
PRWORA-Newhire
Create and review DIMONA hire

notifications to be sent to the Belgium
Choose Social Security office (RSZ) in the
BEL
country form of flat files
Create DIMONA Notification (BEL)
Review DIMONA Notification (BEL)
Review a breakdown of job offers

versus application by UK-specific
GBR
Human ethnic groups and by gender
Adverse Impact (UK)
Resource
Specialist
Create report of people with special
ITA hiring categories
Special Hiring Category ITA
List all vacant budgeted positions

USF
Vacant Budgeted Positions
Review
additional
details about the
recruiting
process
Human
Resource
Plan Recruiting
Manager

Deployment
Respond to
Employee Maintain
Plan Deployment
Lifecycle Employee Data
Actions
Manage Health
and Safety
Human
Resource
Specialist
Track Global
Assignments
Manage Absences
Time and Labor

Manage Time and
Administrator Labor
Payroll
Administrator Manage Payroll
Travel and
Expense Manage Expenses
Manager
Enterprise Help
Provide Help Desk
Desk Agent Support

Plan Deployment
Respond to
Create
Human Define and Employee
Organizational
Manage Positions Lifecycle
Resource Structure
Actions
Specialist
Headcount
Plan Headcount
Manager FPS

Define and Manage Positions
Review summary of
Position position information
Position Summary
Define position information, including title,
description, location, company,
department, hours, headcount, etc. Add or update position information and
Review information about employment-related information Update incumbents in a
Position Data Add/Update
employees currently or Add/Update Position Info position.
Classification Standards USF Positions
Review? History previously assigned to a Identify Key Positions Add/Update Position Info
Job Codes
position Identify Key Positions USF
Occupational Series USF
Position History
Official Position Titles USF
Organizational Posn Titles USF
Rate Code Details
Review prior or current Create department, job code, or
budget summary position budgets using total salaries
information and budgeted FTE's for positions
Decide Update
Budget Budget Status with an approved budget status
if need to? Department
Status Budget Check by Position Update Dept Budget Data
FTE Budgets
Budget Status by Position
Budget Status by
Document ID
Human Send HR position data to FSCM
Resource EIP: POSITION DATA; Perform real-time budget check
POSITION_FULLSYNC; Budget Check Position by position
Specialist POSITION_SYNC Review a list of all
Budget Check by Position
positions currently open
Vacant
in a department
Position
Vacant Budgeted
Positions
Create
Build Organizational Structure Organizational
Review organization Structure
structure reports
Active/Inactive Positions
USF
Active Position History
USF
Exception/Override
Exception/Override USF
Mass Org Exception
Reports
Report (USF)
Incumbent History
Incumbent History USF
Job Code USF
Job Code & Position Audit
OF8 Report USF
Position Status
Position Title Table USF
Vacant Position
Vacant Position USF

Create Organizational Structure
Create organization structure

reports
Active/Inactive Positions USF
Active Position History USF
Create organizational Exception/Override
Human Create organizational chart based on position Exception/Override USF
Resource Define and Identify direct or indirect report to validate structure Mass Org Exception Report (USF)
Specialist Manage reporting relationships structure Build Organization Chart Incumbent History
Positions Build Position Structure Create Organizational Apply Changes (USF) Incumbent History USF
Report Build Department Job Code USF
Organization (USF) Job Code & Position Audit
OF8 Report USF
Position Status
Position Title Table USF
Vacant Position
Vacant Position USF
Headcount
Manager Plan
Headcount
FPS

Respond to
Human Create employee
Resource Organizational lifecycle
Specialist Structure actions
View the CAECs to which a

View a summary of
CAEC Grades grade belongs
headcount and recorded
CAEC / Grade
moves by CAEC
Budget Line Detail
View transfers of budgeted
headcount that result in
Transfers
Identify the budget line authorized
Retrieve the AHM and all Budget Line View
information for each CAEC Record the details of the Finance Identify budget line data, Calculate the authorized budget Calculate the authorized budget Lock in headcount on Distribute headcount
mass freezes and transaction
Perform Annual and associate a grade with a Act, including the initial Finance including budgeted headcount, headcount from the budgeted headcount management from the one CAEC to overstaff between departments Need to
freezes, and view usable
Headcount Planning CAEC Act and any amendments for each CAEC headcount authorized budgeted headcount another CAEC Budgeted Headcount review?
headcount View lock-ins of authorized
CAE Category Fact with BL on Request Fact with BL on Request Budget Line Detail Budget Line Detail Budget Line Detail AD
Budget Line Detail headcount budget that
CAEC / Grade
Lock-Ins result in authorized
headcount management
Budget Line View
View actions captured in
employee records and each
actions impact Review a summary of
Budget Line Detail headcount and recorded
Summaries
moves by CAEC
Budget Line View
Set up CAE Create headcount data Build the

Create Cube cube for cube analysis CAE cube
For Analysis CAE Cube Set Create Waged Hdct Calculate
Up Cube(12m.) CAE Cube
Review and analyze
Create a list of employees in a Calculation
Nominal headcount calculation results
department Results
Headcount Headcount Results Update the counter of the
Nominal Headcount Review overview of the budget
Review Budget Finance Act for one or all budget
line info
Line Detail lines
Budget Line Summary
Review budgeted headcount Update Counter
Calculate FTEs per grade and
Calculate Workforce Need to FTEs by Dept Need to Budgeted authorized by department and
department Need to?
Monthly or as Needed calculate? and Grade review? Headcount by Dept the calculated headcount
Calculate FTE Lists the grades that do not
BHAS Identify CAEC grade
belong to any CAEC or grades
Audit and discrepancies (one grade
registered in multiple CAECs
Review Grade s registered in several CAECs)
Calculate headcount per Summarize headcount per Orphan Grades
Headcount by Headcount CAEC Audit
grade and department CAEC and department Grades Over Various CAEC
Dept and Grade Summary
Employees/Grade and Dept Headcount/CAEC/Dept.
Review CAEC summaries
Review CAEC
CAEC Summary
Summaries
Average Index/CAEC
Headcount
Manager Archive the CAE data
Need to? Archive
CAE Storage
Obtain Headcount Request a CAE allocation based on

from another headcount available in another
Department department/budget/category
or Category CAEC Locking Ins
Exceed Budgeted Authorizes overstaffing in a CAEC

Headcount Overstaffing
Request a CAE
How to
Identify Headcount allocation for a
obtain
for New Hire new hire
allocation? Retrieve one FTE from available
CAE Allocation Available
headcount for new hire and update
Budgeted
balance
Headcount
CAE Allocation
Review list of all CAE with an end Review the status of

date or list of CAE to be Allocation the allocation or
Future/Pending
deallocated Hire and Enable Summary deallocation procedure
Deallocations New Hire
All CAE to be Deallocated Resources Procedures
Links Other CAE
Deallocate the headcount in the

Allocate/Deallocate Identify Headcount current grade and reallocate to the
Need to?
Headcount for Grade Promotion new grade Deletes CAE if the allocation Need to Track Review CAE status
CAE Change Need to Status
stamp is denied delete changes Grade Change Advancement FPS summary
review? Summary
Delete CAE to? Track CAE
Deallocate active CAE, i.e., make

Update Allocation Due headcount available that has been
to Temporary or designated for an employee that
No Review list of CAEs
Permanent Leave has discontinued service
CAE Deallocation Leave or Update Job CAEs by allocated to an
Termination Information Employee employee
CAE/Employee Inquire
View the actions that resulting Decide

Delete from the last CAE change and if approval Yes
Approved Headcount delete the corresponding given?
Allocation Action updates
Delete CAE and Related Actions
Return Headcount Allocation Unlocks CAE once the margin is

Obtained from another positive.
Department or Category Reduction in Overstaff
Approve or deny
Need to approve/ headcount allocation Hire and Enable
deny allocation for? New Hire
for new hire Resource
CAE Allocation Stamp
Human
Resource
Approval Approve or deny allocation Track
Authority Grade Change for new grade change Advancement FPS
CAE Change Stamp
Approve or deny Track Employee

Leave or
headcount deallocation Personal
Termination
CAE Deallocation Stamp Information

Maintain Employee Data
Update Employee
Information
Track
Seniority
Update
Compensation
Update Job
Information
Track Tenure and
Probation - USF
Track Flexible
Service and
Tenure
Respond to
employee Track Faculty
lifecycle Events
actions
Track Manage
Advancement - health and Manage Health and
FPS safety data Safety
Human Grant Tenure -

Resource Track Citizenship FPS
Specialist Information
Track Employment Decide

Contracts if need to?
Track global Track Global

Review and
assignments Assignments
Report Job
Summary
Information
Track Labor
Relations
Track Secondment Manage

Contributions - Manage
Absences
FPS absence data
Archive or Delete
Employee Records
- FPS
Track and Report

Regulatory
Information
Time and Labor Manage time Manage Time and

and labor Labor
Administrator
Payroll Manage Manage

Administrator payroll Payroll

Update Employee Information
Review list of direct reports and select

individual to review
View Employee Personal Info
View manager information
Review direct Dir Rep Multi-Select
Direct Line Reports
report data Direct Rep Drill-Down
Pending Approvals
Direct Reports
Alerts
Employee Search
Learning
Direct Reports Phones
Objective Alignment
Org Chart Viewer
Company Directory
My Job Openings
Oversee managerial
Line Manager events and data
Birthday Alerts
Anniversary Alerts
Manager Leave Summary
View employee personal information Organization Directory
View Employee Personal Info Scheduled Training
View personal Phone Numbers Manager Expiring Licenses
information for Email Addresses Open Positions
an employee Emergency Contact Time Management Alerts
Talent Summary Workforce Availability
Employee Performance
Location Change (USF)
Review or update personal information - USF

Maintain Review Change Requests (USF)
personal Address Change (USF)
information Phone Number Change (USF) Review or update personal information
for Federal Marital Status (USF) Personal Information Summary
Name Change (USF) Home and Mailing Address
Phone Numbers
Maintain Email Addresses
Employee personal Instant Message IDs
information Emergency Contacts
Marital Status
Name Change
Ethnic Groups
Complete and submit Section I of I-9 Form

Complete and Submit I-9 Form
Yes
Complete Employee I-9 Form submission or
New Create list of employees whose I-9 Forms are Print completed
reverify/update existing I-9 record by detailing How
Complete Section I due to expire or whose final I-9 document and submitted I-9
the employee's legally required document No to handle I-9 Print
an I-9 form of I-9 form information must be received Forms
information records?
needed? I-9 Receipt/Expiration Report Print I-9 Forms
Complete/Reverify EE I-9 Form
Update Employee I-9 Record(s)
Identify checklist items to use as a guide

Complete employee for processing people
checklist items Person Checklist
Locate and review a person's record by
Search for searching by national ID
a person Search by National ID
Identify employee's personal information
Emergency Contact
Emergency Contacts Report
Disabilities
Maintain Accommodation Data Manage
Driver's License Data health and Manage Health and
Credit Card safety data Safety
General Comments
Company Property
Human Prior Work Experience
Prior Career History FPS
Resource Military Situation FRA
Specialist Dependent Information
Depdnt Identification Details
Dependent Benef History FPS Decide
Ethnic Group and Religion THA SGP MYS CHN if need to?
Hukou, Working Life and Living Status CHN
Political Status and Native Place CHN Track global Track Global
Update Update basic employee information Volunteer Activities assignments Assignments
Decide
employee Modify a Person Bank Accounts
if need to?
information Smart HR Transactions Business Expenses
Badge
Birthdays Report
Home Address Report
Mailing Labels Report
Documents (ITA)
Company Codes (ITA)
Person Organizational Summary Manage
Manage
Maintain a Person's POI Reltn Absences
absence data
Respond to
Modify a Person
employee
Additional Names
lifecycle
Add a POI Relationship
actions
General Availability MIL
Disabilities BRA
Additional Information ARG
Additional Information BRA
Personal Information BRA
Security Clearance
Badge/Clearance Access Summary

Administrator and labor Labor


Update Job Information
Create personnel action request or

termination of position or leave of
Employee absence
Employee Request USF
Request Termination (USF)
Create personnel action request

Supervisor Request USF
Promote Employee (USF)
Personnel Reassign Employee (USF)
Action USF Reporting Change (USF)
Retire Employee (USF)
Review Change Requests (USF)
Separate Employee (USF)
Change employee full/part time
Full/Part status
Time Status Change Full/Part Time Status
Change FTPT Status (USF)
Change employee location

Location Request Location Change
Location Change (USF)
Request employee termination

Termination
Terminate Employee
Initiate a request for a job change

Type of
that requires Works Council
action needed Job Change
Line Manager for direct (Europe)
Approval
Request Job Change
reports?
Review Job Change Request
Request an employee transfer

Transfer
Transfer Employee
Request employee promotion

Promotion
Promote Employee
Review reporting View employee Review status of job

Request and review reporting View status of
Reporting change status transfer employee change request
changes promotion request
Change View Reporting View Transfer Review Job Change
Request Reporting Change View Promotion Status
Change Status Status Request
Provide 1st level of

Mass-Approve job change Provide 2nd level of
Approve employee Approve transfer authorization required
Approve reporting changes requests authorization required for a
promotion employee for a personnel action
Human Resource Approve Reporting Change
Approve Promotion Approve Transfer
Job Change Request Approval
1st Rqst Authorization
personnel action
Approval WC Automatic Approval 2nd Rqst Authorization USF
USF
Authority
Approve/deny personnel
action
Approve Request USF
Identify personnel action details of Perform scheduled automatic or manual

request ready for human resources to processing of personnel requests for future dated
Personnel
process transactions that have been approved and need
Action
HR Processing USF to be pushed to various database records
USF
Cancel Personnel Action USF Process PAR Push USF
Correct Personnel Action USF Comp Actns USF (hidden)
Review the status of a job change

requests requiring Works Council Mass-Approve job change
Request Initiate a request for a job change that
approval requests
Job Changes requires Works Council approval
Review My Job Change Request Job Change Request Approval
GBR Request Job Change
Review All Job Change Requests WC Automatic Approval
Review Errors and Warnings
Respond to Define the type of mass job data Apply mass changes to employee Review the results of the mass
Job Changes
employee update to apply to employee records records employee job record change
by Mass
lifecycle Mass Update Setup Mass Update Run Control Page Mass Update Result
Grant Tenure
Grant tenure
– FPS
Identify/update job-related information

Track
Job Changes Job Data Track seniority
Seniority
by Individual Current Job
Employee Pay Rate Change
Smart HR Transactions
Update Update
compensation Compensation
Human Resource
Specialist Type
Identify nature and schedule of a
Re-activate or update termination for
Temporary temporary assignment
of action needed temporary jobs
Assignments Temp Assignmt due to Complete
for employee Reactivate/Update Termination Decide Track Track Advancement
Temp Assignmt w/out End Date
if need to? advancement - FPS
Distribute the cost of a main Track tenure Track Tenure and

Appointments Identify new additional appointments appointment between its additional and probation Probation - USF
JPN Additional Appointment JPN appointments
Cost Rate JPN
Track
Track Flexible
Record work location and flexible service
Service and Tenure
job information changes and tenure
Assignments
Update Assignment FPS
FPS
Job Data FPS
Merge Employee Record FPS
Track Track Faculty
Identify change in pay rate or salary faculty events Events
Compensation - FPS Update Compensation FPS
Grant Premiums FPS
Civil
Change and check civil service position
Service Position
Chg Civil Service Position FPS
FPS
Modify employee categorization

Categorization -FPS
Update Categorization FPS
Records work time changes

Work Time - FPS
Update Work Time FPS
Provide Personal Information File

Personal Information - CHN
Personal Information CHN
Record the date an employee resigns

Terminations - ITA
Terms (ITA)

Track Seniority
Update seniority components

Update seniority
in compensation packages
information
Update Seniority Pay
Verify workers are still eligible Review employee records with Review employee seniority
Check seniority
for seniority pay components multiple codes information
data for a worker
Update Seniority Eligibility Multiple Seniority Components Seniority Report
Manage
Update Job Decide health and Manage Health and
Information if need to? safety data Safety
Human
Resource Identify Identify seniority for a worker Decide
Specialist Belgium seniority Identify Seniority (BEL) if need to?
Manage Claeys Review and set Claeys Calculate the severance

Create Notifications report
information for calculation variables amount
Create Notification (BEL)
Belgium workers Create Notification (BEL) Create Notification (BEL)
Manage
Manage
Absences
absence data
Manage time Manage Time and

and labor Labor
Time and Labor
Administrator
Manage Manage
Payroll payroll Payroll
Administrator

Update Compensation
Refresh the
compensation defaults
in Job Data
Refresh Compensation
Human Manage
Resource health and Manage Health and
Specialist safety data Safety
Update Job Decide

Information if need to?
Recalculate
Manage
compensation packages Manage
Absences
Calculate Compensation absence data



Track Tenure and Probation - USF
Identify employees who are within Create a worklist item and notify
Identify employees
60 days of tenure waiting period supervisors of tenure conversion
awaiting tenure
Process Automated Actions USF Tenure Conversion Notice USF
Identify or
Track Tenure - USF
convert?
Create a worklist item and notify

Update tenure status for
Perform tenure supervisors of processed
employees passed tenure dates
conversions conversion
Process Automated Actions USF
Tenure Conversion Notice USF
Human
Resource Update Job Decide
Information if need to?
Specialist
Manage
health and Manage Health and
safety data Safety
Create a worklist item and notify
Identify employees Identify employees who are within
supervisors of probation
awaiting probation 60 days of probationary period
termination
termination Process Automated Actions USF Decide if
Probat Term-Supv Notif USF
need to?
Identify or
Track Probation - USF
terminate?
Manage
Terminate probationary periods Create a worklist item and notify Manage
Terminate Absences
for employees passed probation supervisors of terminated absence data
probationary
dates probations
periods
Process Automated Actions USF Probat Term-Supv Notif USF
Time and Labor

Administrator
and labor Labor
Payroll
Manage Manage

Track Flexible Service and Tenure
Group actions and Define rules for service

Establish calendars for
reasons that count accruals, including rounding
Yes accruing service years
toward accrual and adjustments
Calendar
HR Action/Category Service Rules
Establish academic Identify experiences and

Define or Update
ranks, eligibility, and credits from other institutions
Tenure Tracking
probationary periods and apply toward tenure
Information
Academic Rank Experience/Credit Codes
Review processing messages
Processing
Update to ensure accuracy
Update Job messages
service accrual Review Processing Messages
Information Decide
definitions? Track Tenure
if need to?
Review or update default Review changes made

Activate tenure Track employee's Review current jobs Update the tenure service Create tenure reports
tenure data, add to academic rank and Calculate tenure service for a Review temporary results of
tracking for an service accrued from that count toward Temporary totals and employee service Tenure Calculation
No additional details, and tenure status group or an individual Review? tenure calculation
employee other institutions tenure results history Tenure Years of Service
Decide if assign calculation group Review Rank/Status Perform Tenure Calculations Review Tenure Run Results
No Job Data Create Tenure Data Review Related Jobs Perform Tenure Calculations Employee Tenure Status
need to? Create Tenure Data History
Human
Need new
Resource Assign and
calculation
Specialist Calculate Tenure
group? Tenure Review results of tenure
calculation accrual for calculation process
summary Review Tenure Calc Summary
Create calculation
Yes groups
Calculation Group
Review history of service
History credits Manage
Service History health and Manage Health and
safety data Safety
Identify service
Identify employee's Review jobs and Review accrual
calculation group and Calculate service Review flexible service
startup credits and positions eligible to processing results Decide
No FTE value for prorating accruals Review? Calculations calculations
exceptions accrue service credits View Periodic Results if need to? Track global Track Global
accrued service Calculate Service Flexible Service Summary
Flexible Service View Related Jobs Message Log assignments Assignments
Job Data
Need new
Track Service calculation Review employee flexible
group? service
Reports Manage
Calculated Service Report Manage
Employee Service Report Absences
absence data
Create calculation
Yes groups
Calculation Group



Track Faculty Events
Update or review my faculty

events
Activities
Administrative Posts
Committees
Employee Presentations
Professional Training
Publications
Student Advising
Teaching Responsibilities
Define committee details Define DETYA details

Define administrative posts
Committees Classification Code AUS Recruiting Recruiting
Committee Type Organization Unit AUS
Yes Define employee case, i. e., Review the final, approved

Review less sensitive case
change in tenure status, title Review case information employee cases
Employee cases information
change Case Information Review Case Status
Case Progress
Identify Employee Case Case Review Status Rpt
Track employee's administrative

Update Job Update Administrative
No Need to track? posts, titles, and appointments
Information tracking data? posts
Track participation in activities

Activities and committees
and committees Review Committee Membership
Human Activities
Resource
Track faculty competencies and
Specialist Competencies accomplishments
and accomplishments Presentations
Publications
Identify courses the employee is Manage
Teaching health and Manage Health and
assigned to teach
responsibilities safety data Safety
Teaching Responsibilities
Track employee's student

Decide
Advisees advisees
if need to?
Student Advisement
Review Faculty history assignments Assignments
Faculty history information
Faculty Events Hist Rpt
Identify full-time and part-time Load and report on teaching data

Load FT Teaching Member Data Manage
member data Manage
Memberships Load Teaching Survey Data Absences
Full-Time Member absence data
Full-Time Surveys Create Survey Stats CAN
Part-Time Surveys FT Survey Stats CAN Rpt



Track Advancement - FPS
Review employees selected

Identify promotable
Promote Define grade promotion for promotion and add or Identify employees selected for
employee population
Eligible criteria remove employees promotion for a specified date
Select Promotable
Employees Define Promotion Rules Review Promotable Promotable Employees Report
Employees
Employees
Define reclassification Simulate reclassification

Update employee records with Calculate promotion probation
Reclassify conditions and and save the results Validate reclassifications
valid reclassifications period end dates
Employees procedures Reclassification Validate Reclassification
Update Career Calculate End of Probation Pd
Define Reclassification Simulation
Plan Headcount Decide

- FPS if need to?
Update career
classification data for
Modify an
individual employees
advancement
Request new career Increment Step/Promotion
Promote classification for individual FPS
Human one employees
Resource employee Increment Step/Promotion
Calculate seniority and FPS
Specialist Update seniority bonus to Identify expected step or sub Delete advancement data
length of service Enter a Delete an
Decide Advance speed up advancement Review career seniority step increment dates Decide Update career advancement Decide Increment Step/Promotion
Calculate Seniority manual advancement
if need to? Employees Update Seniority Bonus Review Career Seniority Step Increment Date if need to? Next Step Increment if need to? FPS
Calculate Length of advancement
FPS Reset Advancement Dates
Service
Promote Advance multiple
multiple employees at one time
employees Step Increment Manage
Identify employees to be
safety data Safety
Advance a worker advanced and update career
automatically records automatically
Automatic Step Increment
Update Job Repair/adjust the impact of

Information Track global Track Global
Simulate advancement for a Review advancement Clear the advancement inserting or deleting a assignments Assignments
Simulate an Decide
corps or employee simulation simulations career action with an old
advancement if need to?
Step Increment Simulation Career Simulation Report Delete Simulation Records effective date
Retroactivity Processing
Update the advancement

Freeze Manage
date or demote Manage
or demote Absences
Freeze Advancement/Demotion absence data
an advancement
FPS

Time and Labor and labor Labor
Administrator
Manage Manage
Administrator

Grant Tenure - FPS
Update Job
Terminate employee
Information
Review employee's
competencies with
those required by
Competencies Review a Modify employee status
position
Validate Probation Extend probation period and provide information
Period probation after the first on tenure
rejection Update Status FPS
Inform managers of
Calculate tenure date Select employees eligible Notify trainee Review trainee grade and
Review employee trainees eligible for
for individuals or for tenure within specified supervisors of Need to step data and hold, Decide
tenure dates tenure
groups period probation and review? validate or deny tenure if need to? Manage
Update Status FPS Trainees to be Given Manage Health and
Calculate Tenure Date Calculate Future Tenures dates Validate Probation Period health and
Tenures Safety
safety data
Grant tenure and update
Grant Decide
status code
Compare employee's tenure if need to?
Assign Civil Servant Status
Human accomplishments with
those required by
Resource Accomplishments
position
Specialist Validate Probation Track global Track Global
Period assignments Assignments
Manage
Manage
Absences
absence data
Time and Labor

Administrator Manage time Manage Time and
and labor Labor
Payroll
Administrator Manage Manage
payroll Payroll

Track Citizenship Information
Identify details about

employee's substantial
Substantial presence
presence in the US
Employee Presence Test USA
Audit Passport/Visa expiration

Passport/Visa expirations dates
Passport/Visa Expiration Audit
Respond to Need
Human Employee to test or
Lifecycle audit?
Resource
Specialist
Audit citizenship/country/Visa
Citizenship discrepancies
Citizenship/Country/Visa Audit
Manage
safety data Safety
Review, update and validate

Decide
Identification data identification data provided
if need to?
Identification Data
Manage
Manage
Absences
absence data

and labor Labor
Administrator
Manage Manage
payroll Payroll
Payroll
Administrator

Track Employment Contracts
Update existing contract with

USF renewal information
Service Agreements USF
Prepay Identify prepay options

Define contract types
Define contract templates options Contract Prepay Options NA
Define contract clauses Define Contract Types Create
Create Yes Define Contract Templates
Define Contract Clauses Legal Contract Type BRA Template?
Define SPEE Templates ESP
Define Contract Benefits ESP
Respond to Need to Recalculate contract work

Employee create or update What
North Update contract pay Decide days
Lifecycle contract? contract action is Recalculate
No America Update Contract Pay NA if need to? Recalc Contract Work Days
needed?
NA
Create employment contract

Update contracts reports Renew pay contract
Create Renew
Update Update Contracts Yes Contract Information Report Renew Pay Contracts NA
report?
Human Update Contracts ESP Print Contrata XML File ESP
Print Contracts ESP
Resource
Specialist
No Identify the replacement contract
Replace
Replace Contract BEL
Manage
Track information on the
Decide safety data Safety
Decide termination of an employee's
Belgium Terminate
if need to? contract if need to?
Terminate Contract BEL

Define contract end and reason assignments
Enter an Define Contract End BEL Assignments
end and reason Define Contract End Reason
BEL
Manage
Update Contract Information with Manage
Absences
response data from official body absence data
Spain
Read External XML File ESP
Review External XML File ESP
Time and Labor

Manage Manage
Administrator

Review and Report Job Summary Information
Review job information

Workforce Job Summary
Multiple Jobs Summary
View job data
Job Summary JPN
Compensation Summary USF Create workforce reports
Personal Data USF Employee Turnover Analysis
Generate Primary Job Audit
workforce Pending Future Actions
reports Request Ad hoc Process
Department Action Notices
Create job information reports Create As-of-Date Mass Report
Personnel Actions History Create As-of-Date Request
Employees on Leave of Absence Create Calendar Year Request
Temporary Employees Database Audit
Years of Service Create From/Thru Dates Request
Social Report BEL Headcount Movement
Official List ESP Current Headcount Profile
Create AFI File ESP Workforce Survey Result (CAN)
Establish Synchronization FRA Groups by Emplymt Type Rpt (CAN)
Appointment Notification JPN Groups by OCC Group Report (CAN)
Appointment List JPN Groups/Jobs Filled/Vacated (CAN)
Generate Workforce Survey Stats (CAN)
Completion of IC Transfer JPN
job information As Of Date Request USF
Employee Assignment List JPN
reports
Matricula Book (ITA)
Matricula Calculation (ITA)
Employee Listing SGP
Personnel Actions History USF
Appointment Affidavits USF
Award Action USF
Human Setup Wage/Separation USF
Resource Print Wage/Separation USF
Request Personnel Action USF
Specialist Notice of Personnel Action USF
Respond to
Decide Request Prelim Empl Data USF
Employee
if need to?
Lifecycle
Review OEE workforce survey for
View the OOE
Canada
workforce survey report
Workforce Survey Results
Create workforce reports for French

Public Sector
Part-Time Schedule FPS
CS Position Request tbc FPS
CS Position - Rqst Reject. FPS
CS Position/Employee FPS
Career - Request tbc FPS Manage
Career - Request Rejected FPS Review job information for
safety data Safety
Generate Employee Career/Action FPS employee of French Public Sector
French Public Sector Assignment - Request tbc FPS Merge Employees FPS
reports Assignment - Rqst Rejected FPS Review Merge Results FPS Decide
Work Time - Request tbc FPS Job Data FPS if need to?
Work Time - Rqst Rejected FPS Job Data History FPS
Compensation - Request tbc FPS Track global Track Global
Current Status FPS
Compensatn - Rqst Reject. FPS assignments Assignments
CS Position History FPS
Collective Orders FPS Assignment History FPS
Individual Orders Edits FPS Career History FPS
Collective Orders Updates FPS Current and Prior Career FPS
Pending Orders FPS Career Seniority FPS
CS Position/Career FPS Manage
Career/CS Position Manage
Absences
Compensation History FPS absence data

and labor Labor
Administrator
Manage Manage
Administrator

Track Labor Relations
Request change in job, if desired

Employee
Request Job Change
Review My Job Change Request
Identify disciplinary action, action

taken, and final resolution
Disciplinary
Record Disciplinary Actions
action
Record Disciplinary Actions USF
Record Negotiability Appeal USF
Respond to Create labor relations reports
Need to
Employee Discipline Action Summary
record?
Lifecycle Grievance Detail
Identify negotiability appeals item Employee Disciplinary Action
Negotiability and tracking details Grievance Summary
Record Negotiability Appeal USF Union Fees ESP
Union Membership USF
Union Membership
Labor Relations Letters
Identify grievances filed, action
Grievance taken, and final resolution
Record Grievances Manage
safety data Safety
Human Review earning
Resource Obtain time worked
Wage Update wage progression Review and adjust wage period details per pay Approve workers for wage
information from Process advancements Decide
Specialist progression payroll
activity records progression details period about worker’s progression
Process Wage Progression if need to?
Update Wage Progression Review Wage Progression hours Approve Employees to Advance
Extract Payroll Data
Review Time Details Track global Track Global
Create layoff and recall
Define groups of Process and maintain reports
Review list of laid
Layoffs and workers to layoff or Define layoff workers reemployment Reinstate Rehire laid off workers Layoff Roster Report
Run layoff process off workers
recalls recall parameters (recall) rights or recall Reinstate quickly Bumping Report
Layoff Roster Layoff Roster
Labor Group Layoff Roster Process Recall Rights workers? Reinstatement Roster Seniority Report Manage
Report Manage
Definition Recall Rights Candidate List Report Absences
absence data
Recall Roster Report
Recall
Rehire with more

flexibility
Recall Roster

and labor Labor
Administrator


Track Secondment Contributions - FPS
Manage
safety data Safety
Calculate retirement Receive

Respond to Create contribution amount letters Review employees in
contributions for employees in employee Decide
Employee to employees secondment
secondment contribution if need to?
Lifecycle Contribution Call Letter FPS Review Payment Cont FPS
Calculate Contribution FPS payments Track global Track Global
Human Manage
Manage
Resource Absences
absence data
Specialist

Manage Manage
Administrator

Archive or Delete Employee Records - FPS
Delete, and archive employee personal

data, civil service position, work time, or Manage
career data health and Manage Health and
Delete Career Data FPS safety data Safety
Delete ID FPS
Personal Data Deleted ID FPS
Respond to Employee File Cncl FPS
Decide
Employee Assignment Archive FPS
if need to?
Lifecycle CS Position Archive FPS Track global Track Global
Career Archive FPS assignments Assignments
Work Time Archive FPS
Compensation Archive FPS
Human Premium Archive FPS
Resource Seniority Bonus Archive FPS
Specialist EE Categorization Archive FPS
Manage
Manage
Absences
absence data
Time and Labor

Manage Manage
Administrator

Track and Report Regulatory Information
Create regulatory reports - General

Workforce
Job Group Analysis
Job Group Analysis Summary
Job Group Movement Analysis
Define regulatory reporting CAN Job Group Roster
Define Canadian Pay Equity Terminations Analysis
General
Define Canadian NOC Codes Workforce Analysis
Define Stats CAN Location Code, PRWORA-New HIre
Institution Code( E&G) OSHA 301 Incident Report
Regulatory
Define Stats CAN Faculty Code, OSHA 301 Incident Report Print
requirements
Province Code( E&G) OSHA-200 Log
for Canada
Define Stats CAN Rank Code, OSHA 200 Incident Log
Responsibility Code (E&G) Create regulatory reports - BRA OSHA 300A Annual Summary
Define Stats CAN Department CIP CAGED File/Report BRA
Brazil
(E&G) Employee Registry Report BRA
Define Stats CAN Degree Level (E&G) CTPS Receipt BRA
Define regulatory reporting Manage
Create regulatory reports AUS
Regulatory requirements AUS Australia health and Manage Health and
APS Employee Additional Data
requirements Define ASCO Codes safety data Safety
ASCO Report
for Australia Define APS Movement Create and review DIMONA hire and Create APS PSMPC
Define APS Non-English Code termination notifications to be sent to the
Identify establishment information Belgium Social Security office (RSZ) in
Type of Decide
Establishments Establishments Belgium the form of structured XML files
reports? if need to?
Review Controlled Estb Ids Create DIMONA Notification (BEL) Track global Track Global
Review DIMONA Notification (BEL) Regulatory reports - UK assignments Assignments
Identify job tasks
Load DIMONA Notification (BEL) Adverse Impact
Job Code Tasks
Type of Job tasks Job Group Roster
Job Groups
tracking? United Kingdom Joint Staffing
Job Tasks
Create regulatory reports CAN NI Fair Employments
Define accommodations required for
Employment Equity Termination Analysis
disability reasons Manage
Accomodations National Occupation Codes Workforce Analysis Manage
Accommodation Types (USA) Absences
Maintain Affirmative Actn Plan (USA) Official Language Requirements absence data
Define edit and field Canada Pay Equity
CPDF information for CPDF Canadian Academic Teaching Survey
information CPDF Fields USF Full Time Report (E&G)
CPDF Edits USF Canadian Academic Teaching Survey
French Identify mandate information for Part-time Time Report (E&G) Creates regulatory reports ITA
mandate French employees Equal Opportunities ITA
Italy
information Mandates FRA Disability Report ITA
Human Union Report ITA
Resource Creates reports on heavily disabled
Define standard diagnosis Germany individuals DEU
Specialist Diagnosis
information
Yes Heavily Disabled DEU
information
Diagnosis
Manage diversity compliance NLD
Complete ERE Data Netherlands Diversity Registration
Employment ERE Data ESP Diversity Report
regulations for ERE Company Data ESP Regulatory Reports ESP
Spain ERE Employee Data ESP Create AFI file ESP
Process ERE Data ESP Print Contrata XML File ESP
Define Workforce Administration Read External XML File ESP
Regulatory reporting Information FRA
Administration Parameters BRA Spain Review External XML File ESP
Pension/Cont. Contracts Review
Parameters CBO Codes BRA Print Contracts ESP
Compute Employee Survey
for Brazil City Codes BRA ERE SPEE Communications ESP
Edit Employee Survey
Legal Movement Code BRA ERE Data Report ESP
Employee Survey Report
ERE Activity Periods ESP
Disability
France Monthly Workforce
Need to Single Hiring Statement
define No Personal Register
Create EEO reports
tracking? Workforce by Nationality
EEO-1 Employer Info
BIAF
EEO-1 Job Analysis Report
Election Report
EEO-4 State/Local Govt
EEO EEO-5 Job Analysis
EEO Groups by PATCOB/POI USF
EEO Grps by PATCOB/SubAgcy USF Create veteran reports USA
EEO Groups by Series/POI USF VETS-100 Analysis
Respond to EEO Grps by Series/SubAgcy USF VETS-100 Process
Employee VETS-100 Submit
Lifecycle Maintain Military Dischrg Date
USA Veteran
VETS-100 by POI USF
Create regulatory reports USA
VETS-100 by Sub Agency USF
IPEDS-S (USA)
SF113-A USF
USA
SF113-G USF
New Hire USF
Create CPDF reporting information
New Hire Error USF
Dynamic Table
Status Table
CPDF Edit Validation
Error Report
Dynamic/Status File
Organizational Component File

Labor
Administrator and labor

payroll Payroll
Administrator

Manage Health and Safety
Human
Resource Maintain
Employee Data
Specialist
Verify Witnesses
Define Health and Create Health and
or Personnel Obtain Incident
Safety Tracking Safety Reporting
Involved with Information
Information Information
Incident
Health and
Safety
Administrator
Record Employee
Medical Exam
Results

Create Health and Safety Reporting Information
Create health and safety

Health and Safety
reports CAN
Reporting Data
WCB Form 7 CAN
Canada
WCB Incident CAN
Create health and safety reports
Prepare accident, incident ,
DEU
Health and Safety and illness data and load to
Accident DEU
Reporting Data temporary data table DEU
Illness DEU
Germany Accident Data DEU
Incident Location Summ DEU
Illness Data DEU
Reportable Accident/Illness DEU
Health and Safety Prepare and load RIDDOR

Reporting Data data GBR
GBR RIDDOR Data GBR
Public Service and Protection

Regulatory Reports
Commission Reporting AUS
AUS
Create APS PSMPC
Create CAT and PPP Reports

Regulatory Reports BRA
BRA CAT Report BRA
PPP Report BRA
Obtain Incident
Information Create report containing accident
Regulatory Reports
details CHE
CHE
Accident CHE
Health and
Safety
Administrator Prepare BC WCB data for file Creates and sends the BC WCB
Need to Regulatory Need to Regulatory Reports
creation CAN EDI file CAN
create? Reports create? CAN
WCB EDI Data CAN Create WCB EDI File CAN
Create legal XML files to

Identify incidents that did not
Regulatory Reports communicate accidents with and
Record Employee result in the loss of wages ESP
ESP without absence days
Medical Exam Incident w/o Lost Wages ESP
Print Delta XML File ESP
Results
Create a French health and safety

Regulatory Reports
report FRA
FRA
Work Accident FRA
Create a report of injury or Create a Report of a Case of a

Work Restriction Regulatory Reports
dangerous occurrence Disease report GBR
Summary GBR
Injury/Dangerous Occ GBR Illness GBR
Create OSHA reports
OSHA 301 Incident Report
OSHA 301 Incident Report
Create list of case numbers and
Regulatory Reports PrintOSHA 300 Incident Log
details of the injury/illness USA
USA OSHA 300A Annual Summary
OSHA-200 Log (USA)
Review Employee With Work OSHA 300 Runs
Restriction summary OSHA 301 EE Incident Report
Employee Work Restriction OSHA 301 NE Incident Report
Smry
Human
Measure
Resource
deployment
Specialist effectiveness

Define Health and Safety Tracking Information
Human
Resource Maintain
Specialist Employee Data
Define accident or injury information

Canada
Accident/Injury
Class/Subclass CAN
Information
Occupations CAN
Canada
Contributing Factors CAN
Preventative Actions CAN
Define accident or injury information

Germany
Case Officer DEU
Corrective Actions DEU
Accident/Injury
Disease Class DEU
Information
Preventative Actions DEU
Germany
Unsafe Items DEU
Work Area Class DEU
Work Area Category DEU
Define hazardous environments Work Area DEU
Define accident or Dangerous Occurrences
injury information Job Code Hazards Define medical data
Accident Types Location Hazards Allergy Define physicians
Body Parts Hazardous Conditions/Materials Define work restrictions Accident/Injury Define accident or injury information
Immunization and facilities Need to
Nature of Injury Hazard Units BRA Codes and Effective Dates Information Great Britain
Medication Medical Facilities create?
Source of Injury Hazard Concepts BRA Modified Work Great Britain External Scheme GBR
Diagnosis Physicians
Administrator Unsafe Acts Work Hazards BRA Occupational Illnesses
Animals Involved Job Code Hazards BRA
Transportation
Work Area Hazards BRA
Identify details for the Mexican mixed
Mixed Committees
committees
Mexico
Mixed Committee MEX
Define medical services Australia

Claim Threshold - Claims AUS
Medical Services
Claim Threshold - State AUS
Australia
Claim Threshold - Union AUS
Medicare Item Details AUS
Verify Witnesses
or Personnel
Involved with
Incident
Record Employee
Medical Exam
Results

Obtain Incident Information
Identify claims details related to a

No rehabilitation plan for non-employee
Create Non-Employee Rehab Plan
Industrial Identify industrial hazard code Identify assigned case officers

Hazard for employee (DEU) (DEU)
Germany Coop Society Data Case Officer Assignment Identify claims details related to a
Rehab for
Yes rehabilitation plan
employee?
Create Employee Rehab Plan
Yes
Identify basic incident information
Incident Details
Incident Detail (rpt) Identify charges related to injury
Verify Witnesses
Incident Lost Work (rpt) Identify injury details or illness claims Is
Health and or Personnel
Record? Incident Incident Summary (rpt)
Incident Yes Injury Details Open Claim rehabilitation
Safety Involved with with injury?
Location Incident Summary (rpt) Injury Details BRA Claim Summary Overview (rpt) needed?
Incident
Administrator Non-Employees In Incidents (rpt) Incident Claim Detail (rpt)
Vehicle Incident Summary (rpt)
Incident Details BRA
No Identify any
corrective actions
and/or preventative
No actions
Identify Corr/Prevent
Actions
Identify information about

Vehicle/
vehicles or equipment
Equipment
Vehicles/Equipment Involved
Review all incidents by specific
individual has been involved
Review Employee Injury Summary
Employees In Incidents (rpt)
Review Injury Summary BRA
Create Health and

Safety Reporting
Information

Record Employee Medical Exam Results
Identify basic exam and physician

Health card information, test results and
information comments
Health Card (USF)
Define Health and

Safety Tracking
Information Identify hearing exam classification
Audio exam
Audiometric Exam
Identify basic exam information

Eye exam
Eye Exam
Need to Create Health and

Need Physical Identify basic exam information
review health No Safety Reporting
to record? exam Physical Exam
card info? Information
Health and
Safety Respiratory Identify respiratory exam information
exam Respiratory Exam
Administrator
Yes Identify basic exam and physician

information such as name and
Drug test data address and drug sensitivities from
previous test administered
Drug Test (USF)
Identify medical examination dates

Exam dates/status
Review employee and exam status for employee (DEU)
Germany
information, position Employee Checklist
information, physician
information, drug
sensitivities and previous
tests, and drug test results
Review Health Card Info Identify data to track employee
Illness Identify case officers (DEU)
(USF) illnesses (DEU)
Germany Case Officer Assignment
Illness Tracking
Exam results Identify medical exam results (BRA)

Brazil Medical Exam Results BRA

Verify Witnesses or Personnel Involved with Incident
Identify additional employee

Employee information information
Employee
Identify employment
Employment information
Employment
Define Health and

Obtain Incident
Safety Tracking Need to track?
Information
Health and Information
Safety
Administrator
Identify employee family
Family information information
Family
Identify personal information

Non-employee for non-employees involved
information in incidents
Non-Employee

Track Global Assignments
Respond to Complete
Notify Employee Identify Global Identify Travel and
Employee Assignment and
of Global Assignment Education
Lifecycle Update
Assignment Information Allowances
Actions Competencies
Human
Resource
Specialist
Perform and
Receive
Prepare for Complete
Employee Assignment
Assignment Global
Information
Assignment

Identify Global Assignment Information
Review information on
Immediate dependents in employee's
Family immediate family
Review Immediate Family Data
Identify basic assignment

information such as type, dates Identify new host
Assignment
and host contact Add a Host Assignment
Assignment Data
Identify information about the

Human What Identify Travel and
disposition of employee home
information is Home/Host Education
Resource residences
needed? Allowances
Specialist Home and Host Data
Identify dependents and

beneficiaries, addresses, and
Dependents
personal information
Dependent Data
Review a summary of employee's

assignment and organizational
Summary relationships
Review Assignment Summary
Person Organizational Summary
Employee
Prepare for
Assignment

Identify Travel and Education Allowances
Employee
Identify company-paid
Company
travel
Paid
Company Paid Travel
Travel
Dependent Identify additional

Company company-paid travel
Paid Dependent Company Paid
Travel Travel
Identify employee financial Identify supplemental Complete

Identify Global Update Employee
Human assistance information earnings and deductions Assignment and
Assignment additional Educational
International School/ Assignment Update
Resource Information information Reimbursements
Program Compensation Competencies
Specialist
Identify financial
Dependent assistance information for
Educational a dependent
Reimbursements Dependent International
School
Identify employee's
Accompanying dependents who will travel
Dependent with the employee
Dependent Accompanying

Complete Assignment and Update Competencies
Create report of Record information

Track job information
Human Identify Travel and
while on assignment
employee's on global regarding completed
Maintain profiles
Measure
Resource Education assignments assignment and close deployment
Home/Host Person Profiles
Allowances Employee on Assignment host record effectiveness
Specialist Information
Report Home/Host Information
Perform and
Complete
Global
Employee Assignment

PeopleSoft Manage Absences
Maintain Manage Leaves

Employee Data USF
Authorize and
Track FMLA Leave
Manage Leave
Transfers
Human
Resource
Specialist
Record Absences, Analyze Absence Measure
Define Absence
Vacations, Information and Deployment
Tracking and
Accruals and Identify Trends Effectiveness
Assign Schedules
Entitlements and Patterns
Provide Absences
to Payroll
Request and
Line Manager Approve Absences
and Vacations
Manage Time and

Time and Labor Labor
Administrator
Manage
Payroll
Payroll
Administrator

Manage Leaves USF
Request leave USF

Request Leave of Absence Create an application to
donate to leave bank or
Leave Donations transfer program to be used
External by an employee outside of
the agency (USF) Review by effective date hours
External Leave Donations contributed to or withdraw from
Leave Bank
employees participating in the leave
Ledger
bank program (USF)
Create an application to Review Leave Bank Ledger
Create
Leave Donations donate leave to the leave
applications
Internal transfer program (USF)
for? Process donations and update
Voluntary Donations
accruals, additional pay, and
Review donations made to a leave
leave ledgers (USF)
Leave Donations transfer program recipient (USF)
Request Leave Bank/Transfers
Track Leave Donation
Applications
Create application to receive Update
Leave hours from a leave program Leave Bank
Requests (USF) Leave Admin USF reports (USF)
Create Leave Recipient App Leave Acceptance Notifications
Leave Bank Participants
Human Inquire on automatic leave enrollment
Decide if Need to Leave Leave Denial Notifications
history (USF)
Resource Maintain
need to? review? Enrollment Leave Transfer Participants
Track Auto Leave Enrollment
Specialist Leave Bank Application/Donate
Employee Data
FEFFLA
Leave Audit SF1150
Update
Leave Accruals Review summary leave contributions,
Initiate leave accrual process General
withdrawals, and balances by leave
balance for all employees Leave Summary
Review and adjust employee enrollment in program type (USF)
currently enrolled in the selected Information
earnings accrual classes or manually enroll Review Leave Program Summary Measure
benefit plan (USF)
No employees in accrual classes (USF) Calculate Leave Accruals Deployment
Employee Accruals Enrollment Effectiveness
Accruals Update Leave Accrual Elections
Review leave balances and totals for a

Leave Balances particular employee (USF)
Using auto Leave Accruals (rpt)
enrollment for leave
accruals?
Automatically enroll employees in earnings

accrual classes based on the PAR or leave
Yes
program activity and the leave class rules (USF)
Request Auto Leave Enrollment
Employee

Authorize and Track FMLA Leave
Human
Resource
Specialist
Authorize or deny FMLA request Review FMLA reports (USF)

Record significant events that affect Measure
Maintain (USF) Schedule FMLA Status Report
FMLA leaves Deployment
Employee Data Request/Authorize/Track Leave Request/Authorize/Track Leave Payroll Audit Report
Request/Authorize/Track Leave Effectiveness
Process FMLA Leave FMLA
Request time off

to care for Take requested
themselves or time off from
a family employment
member
Employee

Manage Leave Transfers
Request to Donate Leave

GBL
Donate Leave Request
Request to Receive
Donated Leave
Receive Donate Leave
Request
Requests need
No
Maintain approval?
Employee Employee Data
Request to Return
Unused Leave
Return Unused Leave
Request
View Self Service
Transaction History Yes
Leave Transfer Request
History
Request to Terminate
Participation in Program
End Participation Request
Define Leave Program and

Leave Transfer Entitlements
Leave Program Definition
Define Leave Transfer

Configuration
Leave Transfer Configuration
Define Leave Transfer

Recipients
Human Define Absence Leave Transfer Recipients
Tracking and
Resource Assign Schedules
Specialist
Initiate Leave Transfer Approve Leave Transfer

Requests need Process Leave Donations
Requests Yes Requests Manage Payroll
approval? Run Leave Donations
Initiate Requests Manage and Approve Requests
View Leave Transfer

No Transactions History
View Transaction History
Adjust Leave Balances

Programs
Adjust Leave Program
Balances

Define Absence Tracking and Assign Schedules
Assign
Track Time and
Define calculation rules etc. for Define absence entitlement plans Work Schedule
Labor
Entitlements Absence Entitlements GBL Absence Entitlement Plans CHE (Using Time and Labor)
Absence Entitlements Absence Entitlement Plans DEU
Define absence types and

Absence Types take parameters GBL Map absence to
and Takes Absence Take Types Payroll Assign or override a specific
Absence Takes employee's long-term, alternate
Assign or Override
or daily schedule
Work Schedules
Assign Work Schedule
(Using Global Payroll)
Daily Work Schedules
Define absence take Pay Groups
Need to Absence Need to
parameters NLD
define? Takes - NLD assign?
Absence Takes NLD
Add and update an entitlement

Absence Define absence reasons GBR Assign for a global employee
Yes Reasons - GBR Absence Reasons GBR Entitlements Assign Entitlements and Takes
Vacation Entitlm and Takes BRA
Record Absences,
Vacations, Accruals
Define the payee's prior and Entitlements
services to be used in the
Prior Service AUS Assign Identify information used by
calculation
Define Prior Service AUS Entitlements Global Payroll for France
FRA Dependent Information
Using Global
Maintain Employee
Payroll Absence
Data
Management?
Define absence classes, types
Human and specific details
Monitor
Absence Classes
Resource Absences
Absence Types
Specialist Absence Parameters
No
Assign vacation plans to
Leave Plans and Create vacation and leave plans Vacation Plan employees
Vacation Buy/Sell Plans Vacation Benefits Vacation Plan
Leave Plans
Create holiday and work Assign holiday and work

Holiday/Work
Schedules schedules schedules using PeopleSoft
Need to Need to Schedules
(Using Holiday Schedules Human Resources
define? assign? (Using
Human Resources) Work Templates Assign Work/Holiday
Human Resources)
Work Schedules Schedules
Create work schedules

Schedules
Create Work Schedules
(Using Time and Labor)
Assign
Working Time Define working time directive Work Schedule Track Time and Labor
Directive reporting parameters and default (Using Time and Labor)
Reporting settings
UK Working Time Directive UK
Define benefits plan and

programs
Benefits
Benefit Plan
Benefit/Deduction Program

Request and Approve Absences and Vacations
View absence balances and

Approve absence
View absence requests history
requests
Absence Request History Absence Balances
Absence Requests
Absence Request History
Yes
Request Request absence on behalf of
Employee direct report
Absence Absence Requests
Line Manager View absence balances and
Is upper
Approve absence
management's history from direct reports
No requests from direct reports
approval Absence Balances
Absence Requests
required? Absence Request History
Review View absence requests from
And/Or? Absence direct reports
Requests Absence Request History
Review Review absence entitlement

Absence balances
Balances Absence Balances
Maintain Employee
Data
Request Extended Absence View Extended Absence History

Human Extended Absence Request Extended Absence Request History
Resource
Specialist Approve absence
Manage
requests
Payroll
Administer Extended Absence
Review absence history

View absence request status
View Absence Request Detail
Extended Absence Request History
Employee Request time off from work

Review absence entitlement balances
Request Absence
Absence Balances
Request Extended Absence
Forecast Absence Balances

View Forecast Balance Results
Request Absence
View Forecast Balance Results
Request Extended Absence

Provide Absences to Payroll
Global Payroll
Provide absence information to

North American
North American Payroll
Payroll
To Payroll for North America
Record Absences,
Human Vacations, Payroll
Resource Accruals, and system?
Specialist Entitlements
Provide absence to Payroll

Payroll
Interface
Interface
To Payroll Interface
Time and Labor
Request and
Line Manager Approve Absences
and Vacations
Time and Labor

Administrator Manage Time and
Labor
Payroll Manage
Administrator Payroll

Record Absences, Vacations, Accruals and Entitlements
Provide approval decision

Line Manager for vacation request
Request/Approve Vacation
Run payroll
Update employees' before leave
Absences Need to accrual
Leave accrual records after
or leave review or Vacation Accruals balances are
Accruals payroll run
accruals? update? calculated
Accrue Vacation
Record information and
comments about the maternity Review leave accrual
or parental leave Initiate leave accrual
balances and totals for a
Maternity Leave Maintain Maternity Leave (UK) process balance
Leave Accruals particular employee
Maintain Parental Leave (UK) Calculate Periodic
Review Accrual Balances
Maternity Leave CHE Accrual
Leave Accrual
Maternity Leave DEU
Adjust a payee's
frequency-based
entitlement Consolidate company workforce
Identify details of the
Add and update an absence Absences Entitlement data - NLD
Track employee's Incidental absence, follow-up
event for a global employee and Take Assignment Export Company Data NLD
first day of absence Absence actions and comments
Absence Event Employee Illness Notification NLD
and salary Absences Create/Update Absence
Absence Event AUS Illness Notification by Group NLD
information for Entitlement
Absence Event BRA WAO NLD
Absence Event ESP WAO Data NLD
Absence Event Need to
Absence Event GBR
update? Protected Identify absence as Analyze Absence
Human Absence Event MEX
Absence Event NLD Absence protected BEL Information and Identify
Resource Track employee's BEL Create Protection Trends and Patterns
No Absence Event NZL Review or adjust
Specialist Vacation Acquis Prd-Sched BRA pay in advance data absences or entitlements
Absence
Maintain Acquisitive Prd BRA Pay in Advance AUS for reduced hours
Balance
Pay in Advance NZL Adjust Absence Balances
Record information about the
Define Payee Data NLD
maternity or parental leave -
CHE, DEU Review maternity and parental leave
Using Global Need to Maternity/ Maintain Maternity Leave UK details Provide Absences to
Extended Request Extended Absence Approve Extended Absence Absences And/or?
Payroll Absence Yes record details Parental Maintain Parental Leave UK Review Parental Leave by Dept UK Payroll
Absence Extended Absence Request Administer Extended Absence Insert an absence event
Management? for? Maternity Leave CHE Review Parental Leave by Emp UK
into the GP Core
Maternity Leave DEU
component
Illness/Maternity S503 Dtl ITA
EIP CI: GP BRAZIL -
Record vacation details - BRA VACATION ENTRY
Vacations
Vacation Entitlm and Takes BRA
Provide
Approved Absence Updates absences
Absence FPS Absences FPS
Define Absence Mass Data
Request collective vacations - BRA
Tracking and Vacation
Mass Vacation Programming BRA
Assign Requests
Verify time available to
Schedules Identify reason for vacation Provide approved
Vacation request for vacation
Capture Vacation Absence absence to Oracle
Mass Generate a massive absence event - Request/Approve Vacation
Workforce Scheduling
Absence MEX Publish Absence Data to
Request Create Mass Absence Rqst MEX OWS
Request
vacation
Employee

Analyze Absence Information and Identify Trends and Patterns
Review and forecast absence

Absence
balances
Balances
Review Absence Balances
AUS
Review Absence Balances AUS
No
Absence Review exception details, absence
Exceptions dates, and payment details
GBR Review Absence Exceptions GBR Review all types of
employee absences in a
Record Absences, Create absence reports GBL Absence
Using Global graphical format
Vacations, Absence Listing Calendar
Payroll Absence Yes Review Absence
Accruals, and Absence Absence Periods Calendar
Management? Create absence reports GBL
Entitlements Reports Time Lost Due to Absence
Absence Results Register
GBL
Global Payroll Core
Create absence reports NLD

Absence Create absence history reports - Review a list of all
Need to Create Illness Statistics NLD Summary
History AUS Absence absences for an
create or Create NLD Illnesses by Group NLD by
Reports Leave History AUS reports employee
review? Illnesses by Employee NLD Employee
AUS Leave Liability AUS for? Summary by Employee
Long-term Illnesses NLD
Calculate, Decide
Family Create family allowance reports
Confirm, and info to
Absences Review Allowance BRA GBR Review all employee
Provide Payroll review? Summary
Calculated or report? Reports Family Allow. Term of Resp BRA absences within a
Using PeopleSoft by
BRA Family Allowance Registry BRA department
Global Payroll Department
Summary by Department
Create absence reports GBR

Human Absence Create absence reports BRA Bradford Score GBR
Resource Reports Vacation Receipt/Notice BRA Review all employee
BRA Vacation Credit Report BRA Summary
Specialist by
absences within a
department and
Department
Review working time for the UK subordinate departments
Tree
Working Time Directive Summary by Dept Tree
Create absence reports MEX Review
Absence Review Dept Time Directive
Absence History MEX Review Employee Time Directive
Reports
Vacations MEX
MEX
Vacations Summary MEX
Absence Create absence reports SGP

Reports Leave Liability SGP
SGP Leave History SGP
Absence Create absence reports NZL Measure

Reports Leave History NZL Deployment
NZL Leave Liability NZL Effectiveness
Absence Create absence reports MYS

Reports Leave History (MYS)
MYS Leave Liability (MYS)
Absence
Create absence reports USA
Reports
Results Register
USA

Manage Time and Labor
Human
Maintain Manage
Resource Employee Data Absences
Specialist
Report to Work
Review Schedules Report
and Perform
and Forecasts Time
Duties
Request Overtime
Employee and Obtain
Approvals
Request Absences
and Approvals
Review and
Approve
Resolve Time
Line Manager Entry Exceptions
Time
Resolve Time
Administration
Exceptions
Enroll Time
Time and Labor Reporters, Assign Create Payable
Administrator Schedules, and Time
Setup TCD
Distribute Time Review and Adjust

Information Time Summaries
Payroll Manage
Payroll
Administrator

Enroll Time Reporters, Assign Schedules and Setup TCD
Human
Maintain
Resource
Employee Data
Specialist
Review Schedules
Employee and Forecasts
Update dynamic
Update Update existing Yes group membership
Existing time reporter Refresh Dynamic
Time Maintain Time Group
Reporter Reporter Data
Create or
update calendars, Determine Using
No dynamic
groups or action to take
security? groups?
Enroll new time Assign time reporter's
Enroll
reporter long term schedule Enroll time reporter in Review compensatory
New
Create Time Assign Schedule to compensatory plan plan assignments
Associate security Reporter No
Reporter Data Group Comp Plan Time Reporter Status
Group using groups Assign Work Schedule Enrollment Comp Plan History
Create static
Yes Static Security TL Permission List Scheduled Hours (Rpt)
groups
Groups Security Setup
Static Group
Time Send Time & Labor setup
Collection data to TCD
Create or Static or Device Send Setup to TCD
Apply security
Update Groups for Dynamic (TCD)
using?
Reporting Security Groups?
Time and Create dynamic

Dynamic
Labor Groups
groups HR Tree Assign security
Administrator Dynamic Group Security using HR Tree
Create or Apply override
update what? rules to time
No reporter
Override Rules
Create time periods
Daily
Weekly Review or update
Static or
Create Monthly Static static groups Apply Yes
Dynamic
Time Periods Repeating group Time Reporters in overrides?
Group?
Complex Groups
Build Time Period Calendar
View Time Period Calendar
Review dynamic Refresh dynamic
Dynamic group membership group membership
group Time Reporters in Refresh Dynamic
Create or update schedules Groups Group
Schedule Group
Create or Shifts
Update Schedules Workdays
Definitions
Schedules to be Validated

Review Schedules and Forecasts
Enroll Time
Time and Reporters and
Labor Assign Schedules
Employee Configure Schedule Provide time reporter schedule preference

Schedule Preference data to Oracle Workforce Scheduling
Preference User Preferences EIP (AM):SCH_PREFERENCE_SYNC
Report to Work
and Perform
Duties
Employee Employee
Need to Review work schedule by day
Work
review? Monthly Schedule
Schedule
Review forecast time

Provide
Time Forecasted Time Summary
scheduling
Forecasts Time and Labor Launch Pad
feedback
Forecasted Time Detail
Override employee's
Continue schedule for one or Retrieve time reporter schedule data from
Override
many employees for Oracle Workforce Scheduling
Schedule
Override one or many days EIP (AM):SCH_OWS_SCHEDULE
Review employee work Schedule Manage Schedules
Employee
schedule Determine
Work
Manage Schedules action to take
Schedule Assign
Manage Schedule Options
Schedule Assign time reporter's
long-term schedule
Assign Work Schedule
Review time forecasts Review time detail

Need to Time
Forecasted Time Summary Forecasted Time Detail
review? Forecasts
Line Manager Time and Labor Launch Pad Time and Labor Launch Pad
Review time management

Time Calendars
Management Monthly Time Calendar
Calendars Weekly Time Calendar
Daily Time Calendar
Employee Configure Schedule Provide time reporter schedule preference

Schedule Preference data to Oracle Workforce Scheduling
Preference Publish Schedule Preference EIP (AM):SCH_PREFERENCE_FULLSYNC

Report Time
Human Manage
Resource Absences
Specialist
Report Using
Report to Work Receive mobile time entries from PeopleSoft
Expenses Prepare and
and Perform Expenses
Mobile Submit Expenses
Duties EIP (AM): ELAPSED_TIME_ADD
Client
Request Overtime
and Obtain Retrieve time reporter data from collection
Approvals Time Collection devices
Device EIP (AM):ELAPSED_TIME_ADD
Employee EIP (AM): PUNCHED_TIME_ADD
Request Absences
Report Mass Time using date
and Approvals Report Using
ranges
Date Ranges
Mass Time
Select time
reporting Report Time Online
Report
method Web Clock
Online
Timesheet
Review and Approve time

Report Using Report time Approvals
Resolve Time Entry Yes Mass Time
Date Ranges Mass Time required?
Exceptions Timesheet
Line Manager
Provide to Report time by Time Reporter

Manager Timesheet
No Create Payable
Time
Report or modify employee Insert multiple rows into
Calculate, Confirm, and
Determine Report Overtime overtime information Positive Input
Provide Payroll using
action to take (CHE/MEX) Enter Overtime CHE EIP (CI): GP MEXICO -
PeopleSoft Global Payroll
Enter Overtime MEX OVERTIME DATA ENTRY Provide “SB” and “AP”
punch time to Oracle
Time and Workforce Scheduling
Publish Reported Time
Labor
Administrator
Report Manually record reported time
Time Rapid Time
Provide punch data to Oracle

Workforce Scheduling
EIP
TL_REPORTED_TIME_SYNC

Request Overtime and Obtain Approvals
Report
No
Time
Request Overtime View the status of a

Report to Work Need to
Reporting for Overtime Requests request for overtime
Employee and Perform No request overtime Yes
CHE? Request Overtime Add View Overtime
Duties in advance?
Request Overtime List Request
Yes
Report overtime
View submitted TO
online CHE
approval status
Request Overtime
View Overtime CHE
CHE
View overtime View overtime Approve Overtime

Calculate, Confirm, and View Overtime
CHE requests Overtime
Provide Payroll Using balances
View Overtime Overtime Requests
PeopleSoft Global Payroll Overtime Balances
Line Manager CHE (hidden) Requests Approve Overtime

Request Absences and Approvals
Review absence balances

Report to Work
Request absence and history
and Perform Report Time
Absence Request Absence Balances
Duties
Employee
Review absences
Record absences Absence Request
Line Manager
Absence Balances

Review and Resolve Time Entry Exceptions
Review time entry

Employee Report Time exceptions
Exceptions
Make Changes Make changes

to Setup Data to setup data
Review and Retain or delete

Change setup
Line resolve exceptions resolved exception
data or correct
online history (cleanup)
Manager Exceptions
time reported?
Exceptions
Correct time
Correct
reported
Time Reported
Timesheet
Review and correct TCD

errors
Create Payable
TCD Reporting Review TCD Errors
Time
Correct Punched Time Errors
Correct Elapsed Time Errors

System Review
detected Yes exceptions
Time and exceptions? for?
Labor
Administrator
Review Rapid Time
Rapid Change setup
exceptions
Time data or correct
Exceptions
Reporting time reported?
Exceptions History
No
Review and resolve

Correct
exceptions
Time Reported
Rapid Time

Create Payable Time
Report Time
Employee
Review and
Line
Resolve Time
Manager Entry Exceptions
Submit all rapid

time
Submit rapid time
Submit All Rapid
Time
Forecast payable
Forecast payable time time
Request Time
Administration
Perform validations
and calculate gross
amounts
Distribute Time
Request Time
Information
Determine Administration
Time and action to take
Labor
Administrator Create
payable
time Select time Review reported
Build rule map and Create Update task Finalize payable
reporters and Build time reporter Track Apply rules to TRC time that did not
identify period of intermediate profiles and apply time for distribution
combine into profile attendance and task data get to Payable
interest payable time rounding rules and review
batches Request Time Request Time Request Time Time
Request Time Request Time Request Time Request Time
Request Time Administration Administration Administration Unprocessed
Administration Administration Administration Administration
Administration Reported Time
Calculate gross
amounts
Resolve Time
Request Time
Administration
Administration
Exceptions

Resolve Time Administration Exceptions
No
Make Changes Make changes Decide if

Time and to Setup Data to setup data satisfied?
Labor
Review Rapid Time
Administrator
Create Payable exceptions Decide if
Time Exceptions need to? Yes
Exceptions History
Correct Rapid
Correct
Time reported
Time Reported
Rapid Time
Approve Time
No

Line Manager
Change setup Retain or delete

Review exceptions
data or correct time resolved exception Decide if
Exceptions Yes
reported? history (cleanup) satisfied?
Exceptions
Review and
Correct correct time
Time Reported reported errors
Timesheet

Approve Time
Approve payable Approve payable

Time time
Self Service Payable Time
Line
Approve Approve reported
Manager Approval? Yes
Approval
reported time
method?
time Reported Time
Approve payable
Approve
time
payable time
Payable Time
Edit reported
Yes Report Time
time?
Resolve Time
Administration
Exceptions No
Time and Approve time by batch
Approve time
Labor by batch
Request Batch
Administrator Approval Process
Distribute Time
Information
No

Distribute Time Information
Line Approve
Manager Time
Review and adjust

time summaries
Receive request to provide estimated labor Send Estimated Costs to Projects or Other
Send estimated
cost Systems
Estimated payable time to
Service: Estimate and Forecast Time Service: T&L Estimated Time
Labor Costs to Projects
Request EIP s(AM): ESTIMATED_TIME_BATCH
Projects Publish Estimated
EIP (AM): ADD;
Payable Time
ESTIMATE_FORECAST_TIME_REQUEST FORECASTED_TIME_BATCH_ADD
Create Payable Send Actual Costs to Projects Systems once

Time payable time has been approved
Actuals to Projects
Service: T&L Actual Time
(Not Payroll)
EIPs (AM): ACTUAL_TIME_ADD;
ACTUAL_TIME_BATCH _ADD
Time and Need to

Review and Adjust
Labor provide?
Review Payable Time that Send payable time to North American Receive payroll costs from North Time Summaries
Administrator Payable Time to did not get to Payroll or was Payroll System American Payroll System and trigger
NA Payroll rejected by Payroll Integration (COBOL): Load Time and labor distribution and dilution
Unprocessed Payable Time Labor Integration (AE): Extract TL Costs
"Closed"
Send "closed" payable time to
Actuals to Projects
Projects as actual costs
without Labor
Publish Actual Payable Time
Distribution
Send payable time to Global Payroll Receive payroll costs from Global
Payable Time to System Payroll System and trigger labor
Global Payroll Integration (COBOL): Process Payroll/ distribution and dilution
Absence Integration (AE): Time and Labor
Payroll Manage
Administrator Payroll

Review and Adjust Time Summaries
Review time summaries for

employees
Employee
Payable Time Summary End
Self-Service Info
Employee Payable Time Detail
Compensatory Time
Review time summaries for direct

reports
Payable Time Summary
Payable Time Detail
Line Compensatory Time
Manager
Accumulators
Manager Self-Service Info
Overtime Balances
Time and Labor Launch Pad
Monthly Time Calendar
Weekly Time Calendar
Daily Time Calendar
Review attendance
information
Attendance
Attendance History
Attendance Actions
Review compensatory time

Comp Time Adjust payable
Compensatory Time Manage
time Payable Time Adjusted
Projects
Adjust Paid Time
Yes
Review status
Distribute Time Need to
Review? Status Time Reporter Status
Information Adjust?
Payable Status
Time and
Labor Review time administration
Administrator processing data
Time Administration Statistics
Processing
Archived Batches
Information
Archived Rule Maps
Unprocessed Reported Time
Unprocessed Payable Time
Review timecards No
Time Cards
TimeCard
Time
Audit time information
Information
Reported Time Audit
Audit
Human Measure
Resource deployment
Specialist effectiveness

Manage Payroll
Human Maintain
Manage Absences
Employee Data
Resource
Specialist
Manage Time and

Time and Labor Labor
Administrator
Create Payroll
Calculate, Confirm Reconcile and
Create Payroll Regulatory and
and Provide Distribute Payroll
Information Tax Reporting
Payroll Information
Information
Payroll
Administrator
Provide Employee
Reconcile and Create US Federal
Calculate, Confirm Individual
Create US Federal Distribute US Payroll Regulatory
and Provide US Retirement
Payroll Information Federal Payroll and Tax Reporting
Federal Payroll Information to
OPM
Create GBL
Create GBL Calculate, Confirm
Payroll Regulatory
Global Payroll Employee Payroll and Distribute GBL
Reporting and Tax
Information Payroll
Administrator Information
Send Employee
Payroll Data to External
Payroll System
Interface
Administrator

Create Employee Payroll Information Using PeopleSoft Payroll for North America
Human Maintain
Manage
Resource Employee
Absences
Specialist Data
Request W-2 reissue

W-2 Reissue Request
W-2 Reissue Request USA
Add or update direct deposit information
Direct Deposit
Send employee direct deposit information to
PeopleSoft Expenses
Add or update your voluntary deductions
EIP (AM):
Employee Voluntary Deductions
DIRECT_DEPOSIT_FULLSYNC;
DIRECT_DEPOSIT_SYNC
Review or change W-4 information
W-4 Tax Information
W-4 Tax Information USA
Update consent to receiving tax information
electronically
T4/T4A Consent
W-2/W-2c Consent
Update payroll options and/or

Create employee deductions
create additional pay
Override Benefits Deductions Send employee direct deposit information
Update Payroll Options
Create Garnishments to PeopleSoft Expenses
Create Additional Pay
Review Garnishments EIP (AM):
Contract Payment Details
Create General Deductions DIRECT_DEPOSIT_FULLSYNC;
Update Payroll Options (CAN)
Override General Deductions DIRECT_DEPOSIT_SYNC
Create Additional Pay (CAN)
Review U.S. Savings Bonds
Contract Payment Details (CAN)
Request Direct Deposit
Purchase Canada Savings Bonds (CAN)
Override Benefits Deductions (CAN) Record federal, state and local tax data and
Create Garnishments (CAN) create reports
Review Garnishments (CAN) Default Tax Data Report
Create General Deductions (CAN) Employee Tax Information Rpt
Override General Deductions (CAN) W-4 Exemptions Report
Request Direct Deposit (CAN) W-4 Audit Report
Determine W-4 Exempt Renewal
Update Employee Tax Data
Update Tax Distribution
Initiate mass employee updates Reset W-4 Exempt List
of tax data Employee SSN Verification
Payroll Update Mass Tax Data Reset W-2 Consent Status
Administrator Update Two-Tier Suppl Data Year-End Consent Status Report
Default Tax Data Report (CAN)
Employee Tax Information Rpt (CAN)
No Exemption Report (CAN)
Update Employee Tax Data (CAN)
Update Tax Distribution (CAN)
Review T4/T4A Consent Status (CAN)
Reset T4/T4A Consent Status (CAN) Calculate, Confirm
Tips Year-End Consent Status Report (CAN) and Provide
involved? Payroll
Review employee tip records

and status
Calculate and approve tip Review Allocation by Employee
Identify tip gross receipt allocations and create Update company allocated Allocation by Employee Report
Yes information balances report tip balances Employee Receipt Rpt
Update Employee Gross Receipts Calculate/Approve Allocation Update Allocation Balances Review Allctns by
Balance Verification Report Establishment
Allctn by Establishment Report
Review Allocation Status

Calculate, Confirm, and Provide Payroll Using PeopleSoft Payroll for North America
Time and Labor Manage Time

and Labor
Administrator
Yes
Need to Review summary reports of retro pay
Create Payroll
create retro requests
Information
pay? Change the individual and mass Retro Pay Request and Trigger Summary
Re-create
Review a summary of retroactive pay process flag. No Retro Pay Summary End
Yes Process mass retro pay request retro pay?
retroactive pay requests and Review retro pay Change Retro Pay Process Flag Retro Pay Calculations
Process Mass Retroactive Pay Calculate retro pay and review Yes
No triggers processing messages Retro Pay Interest Limit
results Need
or Retro Pay Messages Retro Pay Terminations
Retro Pay Request and Calculate Retroactive Pay corrections?
Create Retro Request in Job or Retro Pay Messages
Trigger Summary Update Retro Pay Calc Results
Addl Pay via Event Handler Report
Receive request for Payment on a Variable Load retro pay data to paysheets
Validate variable No
Compensation Award Load Retro Pay to Paysheets
compensation award data
EIP (AM):
Validate Variable Comp
VAR_COMP_PAYMENT_REQUEST
Awards (NA)
Receive request for payment of employee referral

Create paysheets by pay calendar Create final check
program awards and acknowledge receipt Create Contract Pay Create Paysheets paysheets
EIPs (AM): Create Contract Review Pay Calendars Create Final Check Print Earnings Print paysheet earnings distribution
PAYMENT_ERECRUIT_REQUEST; Contract Yes
Projected Pay Create Paysheets (CAN) Paysheet Distribution Print Paysheet Earnings Dist End
PAYMENT_ERECRUIT_ACKNOWLEDGE Pay
Create Contract Review Pay Calendars (CAN) Apply payment Create Final Cheque for Audit Print Paysheet Earnings Dist (CAN)
Projected Pay (CAN) request information Paysheet (CAN)
Load Paysheet
Perform pre sheet audit
Receive request for payment of employee expense Customer Transactions
On-Cycle Presheet Audit Report Record hours and amounts from Rapid Need final Print paysheets
advances and reimbursements and acknowledge type? Paysheet
Presheet Audit Report Entry paysheets for final Print Paysheets Print Paysheets
EIPs (AM): Transactions Report No Need to...
(CAN) Create Rapid Entry Paysheets check Print Paysheets (CAN)
PAYMENT_EXPENSES_REQUEST Load Paysheet
Budget Check Reports Create Rapid Entry Paysheets (CAN) requests?
PAYMENT_EXPENSES_ACKNOWLEDGE Transactions (CAN)
Employee Budget Log Paysheet
Commitment
Position Budget Check Transactions Report Review and update payline earnings
Accounting
Log (CAN) By Payline Security
Review and update or
Budget Check log By Payline Earnings
override paysheets Review and update Request process to
Receive sales commission information for payout Record hours and amounts from By Payline Earnings Security
By Paysheet payline by employee Need unsheet
EIP PSHUP Adjust Paysheets By Paysheet Earns Short Form Yes
By Add Balance Page By Payline to unsheet? Pay Unsheet
Update Paysheet Transactions By Payline Security (CAN)
By Paysheet (CAN) By Payline (CAN) Pay Unsheet (CAN)
Update Paysheet Transactions (CAN) By Payline Earnings (CAN)
By Add Balance Page (CAN)
By Payline Earnings Security (CAN)
By Paysheet Earns Short Form (CAN)
No
Advise Variable Compensation of awards that have
been accepted or rejected
EIP (AM):
VAR_COMP_PAYMENT_ACKNOWLEDGE
Make adjustments to paysheets

By Paysheet
Advise Expenses of info that has been accepted or Review pay calculation or confirmation
By Add Balance Page
rejected results
By Payline
EIP Deduction Register
By Payline Security
Payroll Register
By Payline Earnings
Cost Center
By Payline Earnings Security
Other Earnings Register
Yes By Paysheet Earns Short Form
Deductions in Arrears
By Paysheet (CAN)
Deductions Not Taken
No Payroll Summary
Perform pre-calculation Review and update actuals Review payroll error messages By Payline (CAN)
Add new paysheet Create on or off-cycle Employer Benefit Contributions
audit Review Actuals Distribution Review Payroll Error Messages Correct By Payline Security (CAN)
page and payline pay calculations Garnishment Prorations
Off-Cycle Precalculation Audit Report Contract Pay Details Payroll Error Message Report calculation By Payline Earnings (CAN)
By Paysheet Calculate Payroll Employees Not Processed Report
Precalculation Audit Report Review Actuals Distribution (CAN) Review Payroll Error Messages (CAN) errors? By Payline Earnings Security (CAN)
By Paysheet (CAN) Calculate Payroll (CAN) Contract Pay Discrepancy Report
(CAN) Contract Pay Details (CAN) Payroll Error Message Report (CAN) By Paysheet Earns Short Form (CAN)
Perform pre confirmation audit Confirm pay Canada Payroll Savings File (CAN) Must Reverse pay confirmation
Ready to
Preconfirm Audit Report Yes Confirm Payroll Deduction Register (CAN) reverse pay Yes Unconfirm Payroll
confirm?
Preconfirm Audit Report (CAN) Confirm Payroll (CAN) Payroll Register (CAN) confirm? Unconfirm Payroll (CAN)
Cost Centre (CAN)
Other Earnings Register (CAN)
Calculate final earnings Deductions in Arrears (CAN)
deductions and taxes Deductions Not Taken (CAN)
No
Calculate Payroll Payroll Summary (CAN) No
Calculate Payroll (CAN) Employer Benefit Contributions (CAN)
Stats Can Non-Educ Institute (CAN)
Overtime Bank (CAN)
Business Payrolls Survey File (CAN)
Save and Print
Stats Can Educ Institute (CAN)
Payroll type? with Off-Cycle
Canada Savings Bond Purchases (CAN)
Pay Run
Employees Not Processed Report (CAN)
Integration: Time and Labor Interface Contract Pay Discrepancy Report (CAN)
retrieves and consolidates payable
time information for selected time
reporters and sends cross reference Confirm and print
numbers back to TL Confirm Review/Print Online Check
Payroll and Print Review/Print Online
Create or update
Cheque (CAN)
Administrator paysheets and calculate Review online pay
Create Online Check calculation results
Manual Online Paysheet View/Print Online Check Need to...
Load time reporter payable time from Create Online Cheque View/Print Online Cheque Delete check information
Review TL load history Verify that wages were
Time and Labor (CAN) (CAN) Review/Print Online Check
Review Time and Labor Load Delete overstated
Load Time and Labor Online Paysheet (CAN) Review/Print Online
Review Time and Labor Load (CAN) Review Payroll Error Messages Record adjustment Calculate pay for
Load Time and Labor (CAN) Cheque (CAN) Review and reverse original check
Single Paycheck for Create Employee Pay Payroll Error Message Report Create on paysheet adjustment
and create off-cycle paysheet Yes
Individual Employee paysheet Overstated Review Payroll Error Messages payback? By Paysheet Calculate Payroll
Immediate Payment method? Review Paycheck Summary (CAN) By Paysheet (CAN) Calculate Payroll (CAN)
Create online check data Review FLSA Pay Data Calculate pay for Payroll Error Message Report
Reverse and confirm Record adjustment Was
using automated process Reverse/Adjust Paychecks adjustment (CAN)
reversal on paysheet employee
Create Online Check Reverse Review Paycheque Summary Calculate Payroll
Review/Print Online Check By Paysheet pay under or over
Automatic Online Paysheet and Confirm (CAN) Calculate Payroll
Review/Print Online By Paysheet (CAN) stated? No
Create Online Cheque Review ROE Insurable Earnings (CAN)
Cheque (CAN) Create pay calculations for Confirm pay for
(CAN) (CAN)
Online Paysheet (CAN) Employee Pay underpayment adjustment
Reverse/Adjust Paycheques
Understated Calculate Payroll Confirm Payroll
(CAN)
Calculate Payroll (CAN) Confirm Payroll (CAN)
End
Reconcile and
Adjust
Distribute Payroll
Information
Add new paysheet and Calculate employer Confirm pay for Review pay Review reversal Confirm check
payline taxes and deductions manual check calculation or Reverse paycheck Review pay
Manual Check results reversal
By Paysheet Calculate Payroll Confirm Payroll confirmation Adjust or Reverse/Adjust Paychecks calculation or
Reverse Review Paycheck Confirm Payroll End
By Paysheet (CAN) Calculate Payroll (CAN) Confirm Payroll (CAN) results reverse? Reverse/Adjust Paycheques confirmation
Review Paycheque Confirm Payroll
(CAN) results
(CAN) (CAN)
Manage
check
results
Create final check
paysheets online Paycheck
Online Request Final Check
Request Final Cheque Adjust employee balances
Request final check (CAN) 1042 Taxes
Create
Request Request Final Check PrePays
paysheet
Check Request Final Cheque Need to... Arrears
method?
(CAN) Balance Adjustment Report
Create and review Check Year-to-Date
paysheet and payline Review check register and
Deductions
Pay Run Request Final Check reconciliation reports Review employee balances
Print checks Earnings
Request Final Cheque Check Register Advise HR PrePays
Print Checks Review and Garnishments
(CAN) Printed Employee Check Information Helpdesk of Need to 1042 Taxes
Create Create PDF Paychecks Need reprinted No verify printed Errors? Yes Special Accumulators
Check Report discrepancy, if adjust... Arrears
Final check Print Cheques (CAN) checks? checks Taxes
Cheque Register (CAN) needed Check Year-to-Date
method? Create PDF Paycheques PrePays (CAN)
Employee Cheque Information Deductions
Employee Balance Adjustment Report (CAN)
Report (CAN) Earnings
Manage No Balances Balances Arrears (CAN)
Yes Garnishments
Create paysheet for Calculate earnings Create final check reports and review payment Cheque Year-To-Date (CAN)
Confirm pay for Special Accumulators
final check deductions, taxes, results distribution Deductions (CAN)
final check Taxes
Create Create Final Check and net pay Final Check Reconcile Report Earnings (CAN)
Confirm Payroll Create replacement Print checks Employee Earnings Snapshot Rpt
Paysheet Paysheets Calculate Payroll Final Check Requests Report Need to Special Accumulators (CAN)
Confirm Payroll checks Print Checks Distribute Employee Earnings Record Rpt
Create Final Cheque Calculate Payroll Final Cheque Reconcile Report (CAN) adjust... Taxes (CAN)
(CAN) Reprint Checks Create PDF Paychecks paychecks PrePays (CAN)
Paysheets (CAN) (CAN) Final Cheque Requests Report (CAN) Garnishments (CAN)
Reprint Cheques Print Cheques (CAN) Arrears (CAN)
ROE (CAN)
(CAN) Create PDF Paycheques Cheque Year-to-Date (CAN)
Deductions (CAN)
Method of Earnings (CAN)
payment Create check for employee Special Accumulators (CAN)
distribution? Create Slf Srvc Manual Cheques Delete obsolete balances
Manual Print pre-note Taxes (CAN) Obsolete
Create PDF Paycheques Provide pre-notification Delete Balances
Check memos Garnishments (CAN) Balances
Create Slf Srvc Manual Cheques (CAN) Prenotification Report Delete Balances (CAN)
Prenote Memo ROE (CAN)
Create PDF Paycheques (CAN) Employee Earnings Snapshot Rpt (CAN)
Employee Earnings Record Rpt (CAN)
Format information and Create direct deposit Adjust imputed income
advice registers Imputed
print direct deposit file Calculate Adjustments
Advice Register Income
Create direct deposit file Print Advice Forms Adjustment Report
Direct Create Direct Deposit File Create PDF Advice Advice Register (CAN)
Review
Deposit Create Direct Deposit File Forms
(CAN) Print Advice Forms (CAN)
Create PDF Advice Review direct deposits Review and adjust
Forms by company garnishment balances
Direct Deposit Register Garnishments and create report
Direct Deposit Register Distribute
Garnishments
(CAN) advice
Garnishment Prorations
Create EFT file for information
direct deposit of child
support payments
Child Support - EFT
Review payroll supporting End

Employee documentation
View Paycheck Contact HR
Direct Deposit Helpdesk
Voluntary Deductions
Paycheck Modeling

Reconcile and Distribute Payroll Information Using PeopleSoft Payroll for North America
Review actuals distribution Create accounting lines - Send payroll accounting transactions to the
Update retro distribution information Review Actuals Distribution Create accounting line
Update Actuals actuals PeopleSoft General Ledger
Update Actuals Distribution Actuals Review Actuals Distribution (CAN) report
info GL interface Commitment Accounting EIPs (AM):
Update Actuals Distribution (CAN) Review Actuals Dist Summary HR Accounting Line Report
Actuals (NA) PAYROLL_ACCTG_TRANSACTION;
Create retro distribution information Review retro distribution Review Actuals Dist Summary (CAN)
Create actuals distribution Update
Actuals Process Direct Retro Dist information
Distribute Actuals info
Dist Yes Process Direct Retro Dist (CAN) Review Retro Distribution
Distribute Actuals (CAN) or create
Review Retro Distribution Msgs Review Retro Distribution Create accounting lines –
Prepare distribution information report? Review suspense account information Batch
Provide Payroll Information Review Retro Distribution Msgs (CAN) (CAN) Suspense encumbrances GL interface
Predistribution Audit Report Review... Review Suspense ComboCode Dist Create... Encumbrances encumbrance
to the General Ledger Create? account Encumbrances (NA)
Predistribution Audit Report Adjust Review Suspense ComboCode Dist (CAN) Calculation
(Commitment Accounting) Encumbrance Message (NA)
(CAN) previously Create retro distribution report
Create
distributed Retro Distribution Audit Rpt
report
Create actuals distribution with pay? Retro Distribution Audit Rpt (CAN)
Actuals time and labor Review budget actuals Report budget definitions and Create report for earnings,
Budget Gross / Fringe
Dist with TL Actuals Distrib TL Extract Review Budget Actuals (NA) amounts deductions, and tax distributions
actuals report
Actuals Distrib TL Extract (CAN) No Review Budget Actuals (CAN) Load Gross/Fringe Data Gross and Fringe
Create reconciliation report

Reconciliation
Reconciliation Report
report
Reconciliation Report (CAN)
Create payroll accounting

transactions for non-commitment
Print fiscal year budget definitions and amounts
accounting
Non-Commit to NA Budget amount Fiscal Year Budget Report (NA)
Non-Commit Accounting Info (NA)
Fiscal Year Budget Report (CAN)
Non-Commit Reset Processing (NA) Create and review GL distribution Send payroll accounting transactions to the
Payroll Error Messages summary Create GL interface reports PeopleSoft General Ledger
Create pay types
Pay Types GL Distribution Summary HR Accounting Line (NA) EIPs (AM) :
Pay Type
Review Payroll Distribution Payroll Accounting Line PAYROLL_ACCTG_TRANSACTION;
Pay Type CAN
GL Distribution Summary CAN Populate Chartkey Values PAYROLL_DEDUCTION_REQUESTM;
Review Payroll Distribution (CAN) PAYROLL_DISBURSEMENT
Prepare Payroll Create cost center information
Which type
Information for the GL - Cost Center Cost Center
info?
Non-Commit Acct Cost Center CAN
Create payroll transactions for non-
Non-Commit for SAP commitment accounting for SAP End
Non-Commit Rev/Repost for SAP

Non-Commit for GL commitment accounting for GL
Non-Commit Posting for GL
Calculate, Confirm
and Provide
Payroll
Review vendor listing
Vendor
AP Vendor Listing
Extract Canadian tax
Canadian
information
Taxes
Extract Canadian Taxes (CAN)
Create AP Extract Audit report
Audit
Extract non-tax deductions AP Extract Audit Report
Non-Tax
Deductions Non-Tax Deductions Extract
Prepare payroll distribution data for

Provide Payroll Extract U.S. Federal tax Review and update proposed Review payroll distribution to AP
Which AP extract Type of data Federal Send vouchers to AP
Info to Accounts information Review? By Vendor payments by voucher Review Payroll Distribution
action? Distribute Payroll Data for AP to extract? Tax Send Vouchers to AP
Payable Extract U.S. Federal Taxes Review AP Extract-Headers Review Payroll Distribution (CAN)
Distribute Payroll Data for AP (CAN)
Extract U.S. Local tax

Local information
Payroll Tax Extract U.S. Local Taxes
Review and update proposed
Administrator By Voucher payments by vendor
Extract U.S. State tax
State Review AP Extract-Lines
information
Tax
Extract U.S. State Taxes
Send tax, garnishment, and voluntary
deduction withholding information to
PeopleSoft Payables for payment
EIP (AM):
VOUCHER_BUILD
Export the Time and Labor costs from Payroll for North
Time and Extract time and labor costs America into Time and Labor Integration
Labor Costs Extract Time and Labor Costs EIP (AE):
Extract Time and Labor Costs
Provide Payroll Decide Create Variable Comp Award Send a verification of payment to Variable Compensation
Variable Comp
Completion what is payment notification EIP (AM):
Payment Notification
Information needed Notify Var Comp of Payments VAR_COMP_PAYMENT_ACKNOWLEDGE
Create recruiting referral program Send a verification of payment to eRecruit

Recruiting Payment
award payment notification EIP (AM):
Notification
Notify Recruiting of Payments PAYMENT_ERECRUIT_ISSUED
Create payment notification to Send a verification of payment to PeopleSoft Expenses

Payment Verification Run GL Interface to identify
expenses EIP (AM):
for Expenses expense accounts
Notify Expenses of Payments (NA) PAYMENT_EXPENSES_ISSUE
End
Identify participating Create business activities

Provide Payroll Define Business Payroll Create BPS summary report and
companies and contacts defined by Statistics
Information to Survey (BPS) EDR file for transmission
Business Information Canada
Statistics Canada Reporting Unit Table (CAN) Business Payrolls Survey File (CAN)
(CAN) Activity Table (CAN)
Create and Distribute Create Canada Payroll Savings Specify parameters for EDR file Create CPS file for transmission to
Payroll Savings (CPS) organization ID transmission Bank of Canada
Deductions - Canada Canada Payroll Savings Org ID CAN Canada Payroll Savings Table CAN Canada Payroll Savings File (CAN)
Reconcile payroll checks with bank Create match exception Create check reconciliation Review results of check reprint Create Payroll
Reconcile Check
records report report process Regulatory
Information with
Request Reconciliation Reconciliation Report Check Reconciliation Review Dead Checks Reporting and Tax
Bank Records
Request Reconciliation (CAN) Reconciliation Report (CAN) Cheque Reconciliation (CAN) Review Dead Cheques (CAN) Information
Time and Labor Manage Time and

Administrator Labor

Create Payroll Regulatory Reporting and Tax Information Using PeopleSoft Payroll for North America
Create pay period tax reporting

information for USA
Federal Tax Summary
State Tax Summary
Create Federal Liability by State
pay period Reconciliation-Ohio Local
reports Local Tax Deposit
USA Create tax reports - USF
Tax Deposit Summary
Federal Liability by State
Tax Summary-PA EIT
Local Tax Deposit
Tax Summary-PA LST
Tax Deposit Summary
Form 1042 Audit Report
Create Tax Summary-PA EIT
periodic payment Tax Summary-PA LST
reports Tax Balance Audit
CAN Reconciliation-Ohio Local
Create
Create pay period tax reports CAN
Pay Period
Tax Submission Summary
Reports
Health Insurance Premium
CAN W-2 reporting
Create Create periodic payment Print Year End Forms
tax reports CAN Print Forms Prior 2001
Create Year End Data
reports Workers Comp Assessments Create Federal W-2 File
Update Year End Reporting Info W-2c Reporting
USF Create quarterly tax reporting Create State W-2 File Create W-2 Adjustments
Load Year End Data Print W-2c US/Territories
information USA Create Local W-2 File Create W-2c US/Territories
Review/Update Year End Data Print W-2c Puerto Rico
Tax Reporting Parameters Create Puerto Rico W-2PR File Create W-2cPR Puerto Rico
Review Year End Data Combined Create Federal W-2c File US
Electronic Parameters W-3/W-3SS Transmittal Report Create W-2c Prior 2001
Create W-2/W-2 Summary Prior 2001 Create W-2c PDF Forms
Tax Balance Audit W-3PR Transmittal Totals Rpt
year end View W-2/W-2c Forms
Create Qtrly Wage File AK-ID State W-2 Tax Totals Report
Create Create Qtrly Wage File IL-NC data Local W-2 Tax Totals Report
quarterly tax reporting Create Qtrly Wage File ND-RI Create W-2 PDF Forms Audit and Error Reports
information Create Qtrly Wage File SD-WY Error Listing
USA Employee Count Year End Record Error
Multiple Worksite Year End Data Audit
State Tax Summary Federal W-2 File Audit
State Unemployment Tax State W-2 File Audit
Federal Tax Summary Local W-2 File Audit
Local Tax Summary Puerto Rico W-2PR File Audit
W-2c Audit US/Territories
W-2cPR Audit Puerto Rico
Adjust Create 8027 TIP Electronic Report W-2c Data Audit Prior 2001
Adjustment closed pay period Create 8027 TIP Create 8027 file
pay Federal W-2c File Audit US
Open/Close Pay Calendar Form 8027 Audit Report
period Tax Form Definitions
Tax Form Print Parameters
Manage employee consent
Manage
information
year end tax reporting Which Create 1099R reporting information
Review W-2/W-2c Consent Status Update tax reporting forms and
information action? Create Form 1099-R Audit Report
Reset W-2 Consent Status definitions Create?
USA 1099R Create 1099-R
Year-End Consent Status Report Tax Form Definitions Form 1096 Report
Reconcile and
Payroll Update
Tax Reporting Parameters
Distribute Payroll Need to... W-2 Company Data
Administrator Information tax
Electronic Parameters
reporting Create 1042 reporting information
Tax Form Definition Rpt
Create Form 1042 Data Summary
Tax Form Print Parameters Rpt
1042 Define 1042-S Parameters
Year End Form Text
Create 1042-S
Tax Form XMLP Options
Year End Form Options
Create FUTA
Create FUTA reconciliation
reconcile
FUTA Wage Reconciliation Rpt
Create T4 reporting information

Create T4/T4A Electronic File
T4 reporting Print T4 Slips
Audit, correct, and load employee T4/T4A Electronic Audit
information
data and balances CAN T4 Summary/Segment Rpt End
Apply year end Apply year end adjustments to
closed pay period Year-to-Date Edits Create T4 PDF Slips
adjustments to
Open/Close Pay Calendar (CAN) Year-End Personal Data Audit
closed pay period
Load Year-End Slips
Load Selective Year-End Slips
Year-End Errors Create T4A reporting information
Update tax reporting forms and
T4,T4A,RL-1,RL-2 Audit Create? Create T4/T4A Electronic File
definitions CAN T4A reporting
Review/Update Slip Information Print T4A Slips
Tax Form Definitions information
Default Tax Data Report T4/T4A Electronic Audit
Tax Reporting Parameters
Exemption Report No T4A Summary/Segment Rpt
T4,T4A Mag Media Reporting Amend, cancel and reissue year-
Manage Review T4/T4A Consent Status Create T4A PDF Slips
RL Mag Media Reporting Calculate end slips
year end tax reporting Update tax reporting T4 Reporting Definitions Reset T4/T4A Consent Status pension Amend/Cancel Year-End Slips
information Need to... forms and definitions RL Slip Numbers Year-End Consent Status Report adjustment? Amend/Cancel Slip Audit
CAN Tax Form Definitions (rpt) Create RL-1 reporting information Amend/Cancel YE Slip Summary
Tax Form Footnotes (rpt) Create RL-1 Mag Media File Delete Void Year-End Slips
Yes RL-1 reporting
Year End Form Text Print RL-1 Slips
Update and verify slip information information
Tax Form XMLP Options RL-1 Magnetic Media Audit
Year End Form Options CAN Calculate and report pension RL-1 Summary Report
Tax Form BI Publisher Options Year-to-Date Edits adjustment CAN
Year-End Personal Data Audit Calculate Pension Adjustment
Load Year-End Slips
Create annual tax reports Load Selective Year-End Slips Create RL-2 reporting information
Employer Contribution to CNT Year-End Error (rpt) Create RL-2 Mag Media File
Create annual RL-2 reporting
El Rebate T4/T4A/RL-1/RL-2 Audit Print RL-2 Slips
tax reports information
NW Territories Payroll Tax View T4,T4A Slips RL-2 Magnetic Media Audit
Nunavut Payroll Tax RL-2 Summary Report
Automatically Create ROEs automatically

Create Mass ROE Data (CAN)
Review ROE insurable
Create record of How Review or update ROE Review and resolve ROE
earnings and hours Print ROE information on form Create ROE data record summary
employment (ROE) to details exceptions
Review ROE Insurable Print ROEs (CAN) ROE Summary Report (CAN)
Canada create? Update ROE Data (CAN) ROE Exceptions Report (CAN)
Earnings (CAN)
Create ROEs manually
Manually
Update ROE Data (CAN)
Request duplicate W-2

W-2 Reissue Request
Employee
View electronic T4/
T4A slips or W-2/W-2c
forms
View T4/T4A Slips
View W-2/W-2c Forms

Create Employee US Federal Payroll Information Using PeopleSoft Payroll for North America
Human Maintain
Manage
Resource Employee
Absences
Specialist Data
Reissue Request W-2 reissued

W-2 W-2 Reissue Request
Manage Create or update direct deposit information

direct deposit Direct Deposit
Employee Send employee direct deposit information to

Manage PeopleSoft Expenses
Add or update your voluntary deductions
voluntary EIP (AM):
deductions DIRECT_DEPOSIT_FULLSYNC;
DIRECT_DEPOSIT_SYNC
Update Update tax withholding information

tax withholding W-4 Tax Information
Create employee deductions

USF
Create Garnishments
Create Review U.S. Savings Bonds
deductions Override Benefits Deductions
Create General Deduction
Override General Deductions
Update payroll options and/
Request Direct Deposit
or create additional pay and/
Send employee direct deposit
or Leave Accrual Elections
information to PeopleSoft Expenses
USF
Need to... EIP (AM):
Update Payroll Options
DIRECT_DEPOSIT_FULLSYNC;
Create Additional Pay
Record tax data and create reports DIRECT_DEPOSIT_SYNC
Update Leave Accrual
USF
Elections
Employee Tax Information Rpt
W-4 Exemptions Report
Initiate mass employee updates Calculate, Confirm
Manage W-4 Audit Report
Payroll of tax data and Provide US
mass tax Determine W-4 Exempt Renewal
Create Mass Tax Data Updates Federal Payroll
Administrator data update
Update Two-Tier Suppl Data
Update Employee Tax Data
Update Tax Distribution
Reset W-4 Exempt List
Employee SSN Verification
W-4 Print - Self Service
Apply unscheduled payments

Payments USF
Military Service Deposit
Create military service
Identify Military Service
deposit reports
Manage Account detail and
Need to USF
military deposits deductions
apply... Calculate interest, review Military Deposit OPM-1514 Rpt
USF USF
balance and create IRR for Military Deposit Closed Accts
Military Service Deposit
Interest accounts with zero balance
USF
Calc Military Service Interest

Calculate, Confirm, and Provide US Federal Payroll Using PeopleSoft Payroll for North America

and Labor
Administrator
Yes
Process mass retro pay request Review a summary of Review retro pay Review summary of retro pay
Calculate retro pay and review
Need to Process Mass Retroactive Pay retroactive pay requests processing messages Change the individual and mass requests
Create NA Payroll results Need Recreate
create retro Yes or and triggers Retro Pay Messages Yes retroactive pay process flag. No Retro Pay Calc Summary (NA)
Information Calculate Retroactive Pay corrections? retro pay?
pay? Create Retro Request in Job or Retro Pay Request and Retro Pay Messages Change Retro Pay Process Flag Pay All Calculated (rpt) (NA)
Update Retro Pay Calc Results
Addl Pay via Event Handler Trigger Summary Report Retro Pay Terminations
No
Load retro pay data to paysheets
No
Load Retro Pay to Paysheets
Receive request for Payment on a Variable Validate variable
Compensation Award compensation award data
EIP (AM): Validate Variable Comp
VAR_COMP_PAYMENT_REQUEST Awards (GBL)
Receive request for payment of employee

referral program awards and acknowledge
receipt Print paysheet earnings
Create final check paysheets Print Earnings
EIPs (AM): distribution USF
Yes USF Distribution
PAYMENT_ERECRUIT_REQUEST; Create paysheets by pay Print Paysheet Earnings Dist
Create Final Check Paysheets
PAYMENT_ERECRUIT_ACKNOWLEDGE Create calendar USF
On-Cycle Create Paysheets Apply payment request
Perform pre sheet audit Need Print paysheets
Paysheets Review Pay Calendars information USF Decide Adjust
USF final check No USF
Receive request for payment of employee for Existing Load Paysheet Transactions if need to... Paysheets
Presheet Audit Report paysheets? Print Paysheets
expense advances and reimbursements and Final Check Paysheet Transactions Report
acknowledge Requests Record hours and amounts
EIPs (AM): from Rapid Entry USF Review and update payline
PAYMENT_EXPENSES_REQUEST Create Rapid Entry Paysheets Review and update or Review and update earnings USF
Request process to
PAYMENT_EXPENSES_ACKNOWLEDGE Adjust override paysheets USF payline by employee By Payline Security Need
Yes unsheet USF
Paysheets By Paysheet USF By Payline Earnings to unsheet?
Pay Unsheet
Record hours and amounts By Add Balance Page By Payline By Payline Earnings Security
from PSHUP By Paysheet Earns Short Form
Receive sales commission information for Update Paysheet Transactions
payout
EIP No
Advise Variable Compensation of awards that

have been accepted or rejected
EIP (AM):
VAR_COMP_PAYMENT_ACKNOWLEDGE Review pay calculation or
confirmation results USF
Make adjustments to paysheets No Employed Retired Annuitant
USF Temp Employees Buying FEHB
By Paysheet Semi-Annual Headcount
Advise Expenses of info that has been By Add Balance Page Federal Bond Reserve
accepted or rejected By Payline Leave Accruals
EIP By Payline Security Deduction Register
By Payline Earnings Perform pre confirmation Confirm pay Payroll Register Need to Reverse pay confirmation
Calculate Yes Ready to
Add new paysheet Create on or off- Review payroll error messages By Payline Earnings Security audit USF Yes USF Cost Center reverse pay Yes USF
Off-Cycle Perform pre-calculation Review and update actuals Correct confirm?
page and payline cycle pay USF By Paysheet Earns Short Form Preconfirm Audit Report Confirm Pay Other Earnings Register confirm? Unconfirm
Paysheets audit USF USF calculation
for Existing USF calculations USF Review Payroll Error Messages Deductions in Arrears
Precalculation Audit Report Review Actuals Distribution errors? Deductions Not Taken
Final Check By Paysheet Calculate Pay Payroll Error Message Report
Requests No Payroll Summary
Employer Benefit Contributions
Calculate final earnings Garnishment Prorations
deductions and taxes USF Leave Audit SF1150 Report
Calculate Payroll Employees Not Processed Report
Update WGI/Tenure Hours
Save and Print
Payroll Retrieve Manage Absences with Off-Cycle
Time Reporter Pay Run
Administrator Information
Load time reporter payable
time from Time and Labor Confirm Confirm and print USF
USF and Print View/Print Online Check
Verify that wages were
Load Time and Labor Create or update Record adjustment Calculate pay for
Employee Pay overstated USF Need to
paysheets and calculate Review online pay Yes on paysheet USF adjustment USF
Decide Overstated Review Payroll Error Messages create payback?
Manually USF calculation results USF Review and reverse original By Paysheet Calculate Payroll
if need to.. Delete check information Payroll Error Message Report
Create Online Check View/Print Online Check check and create off-cycle Is
Online Paysheet Delete USF Record adjustment Calculate pay for
Integration: Time and Labor Interface retrieves paysheet USF pay under
Create Single Which View/Print Online Check on paysheet USF adjustment USF
and consolidates payable time information for Review Paycheck Summary or over
Need to... Paycheck for paysheets By Paysheet Calculate Payroll
selected time reporters and sends cross Adjust/Reverse Paycheck stated ?
Individual method? Create pay calculations No Confirm pay for Reconcile and
reference numbers back to TL Review FLSA Pay Data Employee Pay
Employee Create online check data for underpayment USF adjustment USF Distribute USF
Reverse and confirm Understated
using automated process Reverse Calculate Payroll Confirm Payroll Payroll Information
Automatically USF reversal USF
and Confirm
Create Online Check View/Print Online Check
Online Paysheet Adjust
Review TL load history USF
Review Time and Labor Load
Adjust
Review reversal Review pay
Paycheck Need to Confirm check
Reverse Reverse paycheck USF results USF calculation or
adjust or reversal USF
Adjust/Reverse Paycheck Review Paycheck confirmation
reverse? Confirm Payroll
Review Pay Limits results
Calculate employer Confirm pay for Review pay

Create Add new paysheet
taxes and deductions manual check calculation or
Manual and payline USF Need to...
USF USF confirmation
Checks By Paysheet
Calculate Pay Confirm Pay results
Paycheck Review employee balances USF

1042 Taxes
Create and Arrears
Distribute Check Year-to-Date
Review check register and Advise HR
Payments Print checks USF Need Review and Deductions
Printed reconciliation reports USF Helpdesk of Need to
Print Checks reprinted No verify printed Errors? Yes Balances Earnings
Check Check Register discrepancy, if adjust...
Create Paychecks PDF checks? checks Garnishments
Create final check Employee Check Info Report needed
Special Accumulators
Online paysheets online USF Taxes
Request Final Check Employee Earnings Snapshot Adjust employee balances
Yes No
Request Request final check USF Create Payment Employee Earnings Record Rpt USF
Check Request Final Check paysheets method? 1042 Taxes
Create and review Accruals
Pay paysheet and payline Create replacement Print checks USF Arrears
checks USF Print Checks Distribute Employee Balance Adjustment Report
Run USF
Reprint Checks Create Paychecks PDF paychecks Balances Check Year-to-Date
Request Final Check
Deductions
Create
Method Earnings
Final
to use? Garnishments
Check Manual Write out check
Special Accumulators
Check for employee
Taxes
Create paysheet for Calculate earnings Create final check reports and
Confirm pay for
Create final check USF deductions, taxes, review results USF Create Provide pre-notification Print pre-note Need to
final check USF
Paysheet Create Final Check and net pay USF Final Check Reconcile Report Pre-notification USF memos USF adjust...
Confirm Pay
Paysheets Calculate Pay Final Check Requests Report Report Prenotification Report Prenote Memo Delete obsolete
Obsolete
balances USF
Balances
Delete Balances
Create direct deposit Format information and
Direct Create Create direct deposit
file USF print direct deposit file USF
Deposit Need to... Advice advice registers USF
Create Direct Deposit Print Advice Forms Adjust imputed income
Registers Advice Register Imputed
File Create Advice PDF Forms Calculate Adjustments
Income Adjustment Report
Distribute
Review Review direct deposits advice
Direct by company USF information
Deposits Direct Deposit Register
Review payroll supporting

Employee documentation USF
View Paycheck HR Helpdesk End
Direct Deposit

Reconcile and Distribute US Federal Payroll Information Using PeopleSoft Payroll for North America
Create accounting lines - actuals

Create reconciliation report
Actuals Commitment Accounting Actuals
Actuals Review actuals distribution Reconciliation Report
(NA)
Distribution Review Actuals Distribution (USF)
Create retro distribution information Review retro distribution
Create retro distribution report
Yes Process Direct Retro Dist information
Actuals Create actuals distribution Retro Distribution Audit Rpt Create accounting lines -
Review Retro Distribution Msgs Review Retro Distribution Print fiscal year budget definitions
Dist Distribute Actuals (USF) Encum- encumbrances
and amounts
Review suspense account brances Encumbrances (NA)
Provide Payroll Adjust Fiscal Year Budget Report (USF)
Review.? Suspense information Create? Encumbrance Message (NA)
Information previously
Review Suspense Acct Distrib
to the General Prepare distribution information distributed
Create? pay?
Ledger Predistribution Audit Rpt
(Commitment Send payroll accounting transactions to the
Accounting) Create actuals distribution with No Create report for PeopleSoft General Ledger
Actuals Budget Report budget definitions and
time and labor Budget Review budget actuals earnings, deductions, EIPs (AM) :
Dist with TL Definitions amounts
Distribute Actuals/Extract TL Actuals Review Budget Actuals (USF) and tax distributions PAYROLL_ACCTG_TRANSACTION;
and Amounts Load Gross/Fringe Data
Gross and Fringe PAYROLL_DEDUCTION_REQUESTM;
PAYROLL_DISBURSEMENT
Create payroll accounting

transactions for non-commitment
Non-Commit accounting
for NA Non-Commit Accounting Info (NA)
Non-Commit Reset Processing (NA)
Send payroll accounting transactions to the
Payroll Error Messages
PeopleSoft General Ledger
Create GL interface reports
Create pay types EIPs (AM) :
Pay Types HR Accounting Line (NA)
Pay Type to GL (USF) PAYROLL_ACCTG_TRANSACTION;
Chartkey Values
PAYROLL_DEDUCTION_REQUESTM;
Prepare Payroll PAYROLL_DISBURSEMENT
Decide Create cost center information
Information for the GL - Cost Center
type... Cost Center to GL (USF)
Non-Commit Acct
Non-Commit for SAP commitment accounting for SAP
Non-Commit Posting for SAP
Non-Commit Rev/Repost for SAP

Non-Commit
commitment accounting forE1
for E1
Non-Commit Posting for E1
Review the pay limit and the
amount of reduced pay after
Pay Limits
payroll is run for the pay period
Review Pay Limits (USF)
Review retired employees who
Returning
have returned to federal service
Retirees
Employed Retired Annuitant
(USF)
Review vendor listing
Vendor
Extract Canadian tax AP Vendor Listing Create a snapshot of agency-wide
Calculate, Confirm Canadian
information Decide Federal Benefit enrollment in FEHB, FEGLI, and
and Provide Taxes
Extract Canadian Taxes (CAN) Provide Information to OPM if need to Recipient retirement programs and provide
Payroll Extract non-tax deductions Headcount
provide ... to the OPM
Extract Non-Tax Deductions Create AP Extract Audit report
Non-Tax Deductions Audit Semi-Annual Headcount
(NA) AP Extract Audit Report
Extract CA Non-Tax Deductions Create a listing of temporary
(NA) employees who are participating
Temporary
in the federal employees health
Extract U.S. Federal tax Employees
Provide Payroll Federal Review and update proposed program
Create/ information By Send vouchers to AP
Info to Accounts Extract? Tax Review? payments by voucher Temp Employees Buying FEHB
Payroll Provide? Extract U.S. Federal Taxes Vendor Send Vouchers to AP
Payable Review AP Extract-Headers
(NA)
Administrator
Extract U.S. Local tax
Local Tax information Create the deduction distribution
Review and update proposed Provide deduction
Extract U.S. Local Taxes (NA) By output files, SF- 2812 and
payments by vendor distribution Information for
Voucher SF-2812A
Review AP Extract-Lines Deduction FEHB, FEGLI, Retirement
RITS Interface
Extract U.S. State tax Distribution Plans, and Creditable
State Note: The RITS interface is
information Service Purchases to the
Tax processed after each confirmed
Extract U.S. State Taxes (NA) Send tax, garnishment, and voluntary OPM
on-cycle payroll
deduction withholding information to
PeopleSoft Payables for payment
EIP (AM):
VOUCHER_BUILD
Decide
Create the TSP transaction file,
type of Interface
Provide Information to U.S. Federal Agencies distribute deductions according
processing Provide output
to TSP Board options, and
needed Review high-level breakdown file and voucher
create the voucher (TSP-2)
of the information contained information to the
Scheduled TSP Interface
in a TSP Voucher file Thrift Board
Note: The scheduled
Identify TSP Voucher Info (Unscheduled or
Identify header processing of the TSP interface
off-cycle)
Provide Savings Plan information for TSP Decide takes place after each
Information to Voucher file type of voucher confirmed on-cycle payroll.
Thrift Board Identify TSP processing
Extract time and labor costs Export the Time and Labor costs from Payroll
Voucher Info
Time and Extract Time and Labor Costs for North America into Time and Labor
Labor Costs Extract Time and Labor Costs Integration (AE): Identify high-level
(USF) Extract Time and Labor Costs breakdown of the Identify and
information in a TSP reprint the TSP
Unscheduled
Voucher file voucher
Identify TSP Voucher TSP Interface
Send a verification of payment to Variable Info
Decide Create Variable Comp Award
Payroll Completion Variable Comp Compensation
what is payment notification
Information Payment Notification EIP (AM):
needed Notify Var Comp of Payments
Identify ECS schedule number

Create recruiting referral program Send a verification of payment to eRecruit type, description, and on-cycle
Recruiting Payment Identify pay cycle and off-cycle net
award payment notification EIP (AM): pay option to reserve summary Identify ECS schedule remarks,
Notification options; schedule information for Provide payment Identify ECS control
Notify Recruiting of Payments PAYMENT_ERECRUIT_ISSUED schedules accounting information, and reel
checks, EFTs, VENMIS, and bonds; information to the information and Provide ECS
On Cycle Identify ECS Controls numbers; review transmission
and create the output files, ECS U.S. Treasury and create the ECS information to U.S.
Payroll Note: A separate ECS schedule summary; and extract control
transmission summary and extract receive reel number output file Treasury
Send a verification of payment to must be reserved for each information
Create payment notification to control information information in return ECS Interface
Payment Verification Run GL Interface to identify PeopleSoft Expenses payment method (check, EFT, ECS Interface
expenses Treasury Interface
for Expenses expense accounts EIP (AM): VENMIS) before processing the
Notify Expenses of Payments (NA) Treasury Interface.
PAYMENT_EXPENSES_ISSUE
Provide Payment Decide if
Information to the need to
U.S. Treasury provide ... Identify ECS schedule number and
Identify ECS schedule Identify ECS control
type, review ECS schedule
number type, information and Provide net pay
Off Cycle information and eligible payments,
description, and off- create the ECS information to the
Payroll and identify payments to include in
cycle pay option output file U.S. Treasury
schedule
Identify ECS Controls ECS Interface
Process ECS Off Cycle
Reconcile payroll checks with bank Create US Federal

Reconcile Check Create match exception Create check Review results of check reprint
records Payroll Regulatory
Information with report reconciliation process
Request Reconciliation and Tax Reporting
Bank Records Reconciliation Report report Review Dead Checks
Reconciliation-Ohio Local (USF) Information
Time and Labor Manage Time and

Labor
Administrator

Create US Federal Payroll Regulatory Reporting and Tax Information Using PeopleSoft Payroll for North America
Create pay period tax reporting

information for USA
Federal Tax Summary
State Tax Summary
Federal Liability by State
Pay period reports
Reconciliation-Ohio Local
USA
Local Tax Deposit
Tax Deposit Summary Create quarterly tax reporting
Tax Summary-PA EIT information USA
Tax Summary-PA LST Define Tax Reporting Parms
Form 1042 Audit Electronic Parameters
Tax Balance Audit
Create Qtrly Wage File AK-ID
Quarterly tax Create Qtrly Wage File IL-NC
Create Qtrly Wage File ND-SC Audit and Error Reports
reporting W-2 reporting Error Listing
USA Create Qtrly Wage File SD-WY
Employee Count Pint Year End Forms Year End Record Error
Multiple Worksite Create Year End Data Print Forms Prior 2001 Year End Data Audit
State Tax Summary Update Year End Reporting Info Create Federal W-2 File Federal W-2 File Audit
State Wage Listing Load Year End Data Create State W-2 File State W-2 File Audit
State Unemployment Tax Review/Update Year End Data Create Local W-2 File Local W-2 File Audit
Federal Tax Summary Report Review Year End Data Combined Create Puerto Rico W-2PR File Puerto Rico W-2PR File Audit
Local Tax Summary Year end W-2/W-2 Summary Prior 2001 W-3/W-3SS Transmittal Report W-2c Audit US/Territories
data View W-2/W-2c Forms W-3PR Transmittal Totals Rpt W-2cPR Audit Puerto Rico
State W-2 Tax Totals Report W-2c Data Audit Prior 2001
Local W-2 Tax Totals Report Federal W-2c File Audit US
Create W-2 PDF Forms Tax Form Definitions
Adjust pay Adjust closed pay period
Payroll period Open/Close Pay Calendar
Administrator W-2c Reporting
Create W-2 Adjustments
Print W-2c US/Territories
W-2 Create W-2c US/Territories
Print W-2c Puerto Rico Provide Employee
adjustments Create W-2cPR Puerto Rico
Create Federal W-2c File US Individual
Year end tax Create W-2c Prior 2001
Create W-2c PDF Forms Retirement
reporting Need to...
Update tax reporting forms and Information to
USA Create...
definitions OPM
Tax Form Definitions
Tax Form Print Parameters Create 1099R reporting information
Reconcile and Update Tax Reporting Parameters 1099R Form 1099R Audit Report
Need to
Distribute Payroll tax forms W-2 Company Data information Create 1099-R
create...
Information and Electronic Parameters Form 1096 Report
definitions Tax Form Definition Report
Tax Form Print Parameters Rpt
Year End Form Text
Create 1042 reporting information
Tax Form XMLP Options
1042 Form 1042 Data Summary
Year End Form Options
information Define 1042-S Parameters
Create 1042-S
Create tax reports - USF FUTA Create FUTA reconciliation

Federal Liability by State reconciliation FUTA Wage Reconciliation Rpt
Local Tax Deposit
Tax reports
Tax Deposit Summary
USF
Tax Summary-PA LST
Tax Balance Audit
Reconciliation Ohio Local
Request duplicate W-2

Employee W-2 Reissue Request

Provide Employee Individual Retirement Information to OPM
Create an IRR worksheet

Human report for the separated
Review and verify Complete a PAR in order to modify Measure
IRR information for Need to information that affects the IRR deployment
Resource employee(s) based on the
separated update?
Yes
Correct IRR USF effectiveness
selected retirement form
Specialist Create IRR Worksheet-Sep
employees Supplement to IRR USF
No
Create IRR
Worksheet
Create the ROST for all

Review basic pay prior Identify or review Identify the appropriate IRR retirement Review the summarized
Review Review IRR type, Review details of finalized IRRs not previously
to CSRS and FERS, remarks about form, identify the IRRs to be processed IRR and ROST information Provide IRR
Employee IRR date, status, and each PAR that reported to OPM and
LWOP time, and special conditions Process Final and finalize the IRRs, create the that will accompany the and ROST
and Provide other information must be reported Need to... summarize the information for
retirement deduction affecting retirement IRR Form original, supplemental, or correction IRRs when submitted information to
Original IRR Identify IRR on the IRR each IRR on the SF- 2807 for
information coverage IRR report on the appropriate form to the OPM the OPM
to OPM Review IRRs Identify IRR CSRS or SF-3103 for FERS
Identify IRR Identify IRR Process IRRs Review ROST Summary
Register of Seps/Transfers
Create US
Federal Payroll Identify personal details such as
Regulatory and Need to... name, address, phone, No
Tax Reporting Personal citizenship, marital status
Information Correct IRR USF
Supplement to IRR USF
Identify position number, job
code, department, benefits,
Job, Benefit FEGLI, FEGLl, and retirement data
and Retirement Correct IRR USF
No Identify and review specific Supplement to IRR USF
position details such as pay
group, holiday schedule,
Position Need to update
employee type, FLSA status, and
Decide Details current PAR
employee class
Need more what information Correct IRR USF Status?
Yes
Create a PAR to apply employee Review? to update or Supplement to IRR USF Identify compensation information
Payroll record changes that impact IRR review
Create No Compensation such as pay rate determinant,
Administrator information or review existing
Supplemental Information step, and quoted pay
PAR details and update approval Print forms?
or Correction IRR Correct IRR USF
status Identify employment-related Supplement to IRR USF
and Provide to OPM
Correct IRR USF dates such as service
Yes Print SF-50 Notice to
Supplement to IRR USF computation and with-in-grade
Employee or Employment
increase dates
SF-52 Request for Personnel
Correct IRR USF
Action
WORKFLOW: Create a worklist Supplement to IRR USF Identify information on expiration
Correct IRR USF
item to provide notification that dates, with-in-grade increase data, Yes
Supplement to IRR USF Additional
further approval or changes are and union affiliations
Employment
required based on the assigned Correct IRR USF
PAR status Supplement to IRR USF
Update the accumulated

Create an IRR worksheet
fiscal data with appropriate Update an employee's fiscal
Create Fiscal report for specified
payroll information for history for retirement
Retirement current employee(s) End
specified employees reporting
Information Create IRR Worksheet-
Process Fiscal Data Update Emp Fiscal Year Hist
Current
Accumulation

Send Employee Information to an External Payroll Application
Assign recurring Assign incidental

Assign recurring Assign incidental
deductions to an deductions to an
earnings to an earnings to an Assign hourly time and
Employee employee and indicate employee and specify
employee and indicate employee who is non- overtime
Payroll Information percentage or amount of amount or percentage
the amount of earning hourly based Hourly Time/Overtime
NLD deduction of deduction
Regular Earnings Incidental Earnings Hourly Time by Calendar
General Deductions Incidental Deductions
(NLD) (NLD)
(NLD) (NLD)
Decide
What information
to update
Record the Record the employees Specify information
employees Tax Social Insurance data about the distribution
Affect records that Data according to according to the Dutch of net payments (direct
Earnings Maintain
contain earnings the Dutch Taxation Social Security deposit)
Information Employee Data
information regulations regulations Payment Distribution
Tax Data (NLD) Social Insurance (NLD) (NLD)
Affect records that

Benefits contain benefit
Reward
Deductions deduction
information
Payroll Interface
Administrator
Create PI reports
Need to update
Export Changes
information for
System Table Listing
employee deductions
Review Payroll PS Record Listing
and earnings?
Interface Results PS Record-Field Listing
Review Deductions Field Listing
Confirm or reverse deduction
Error Messages Field-Translation Listing
calculations and load Convert tab-delimited Provide information to or Export or import
Run Table Instance Listing
deduction calculation files to comma- receive information from the external files
No Export Details Process Listing
information for export to the delimited files payroll system Complete Export
Check Summary Process Values
payroll system Convert Tab Delimiter Import/Export Payroll Data to File
Earnings Balances Definition Table-File
Calculate Review deduction Confirm Deductions
Deduction Balances Definition Table-Record
deductions for calculation error Deduction Tax Balances Definition Table-Field
No each pay period messages online calculation Table Export Configuration Listing
Calculate Review Error errors? Group Listing
Deductions Messages Employee Listing
File Handle Listing
Correct calculation
Yes
errors
Human Resource Measure

Maintain
deployment
Specialist Employee Data
effectiveness
Review pay from

Manage 3rd party
Employee 3rd Party Pay
Absences
Inquiry

Create GBL Employee Payroll Information
Maintain
Employee Data
Employee
Maintain
Absences
Override payee processing Identify net pay/ recipient

Assign earnings and deductions - GBL
information - GBL Apply balance elections - GBL
Add person of interest Identify general employee Payee Assignment by Element Update payroll accounting Identify payslip options -
Supporting Elements adjustments to Maintain Bank Accounts
Global as a payee - GBL payroll information - GBL Element Assignments by Payee information - GBL GBL
Payee Sections accumulators - GBL Specify Net Pay Elections
Add a POI Payee Review Job Information Recurring GL Distribution Overrides Payee Payslip Options
Payee Calendar Groups Accumulators Add Bank Information
One Time (Positive Input)
Assign Retro Limits Add Deduction Recipients
Assign pay groups - USA Identify information to

Assign earnings and deductions Assign garnishments - USA
Pay Group Assignment USA Maintain termination data - USA request a loan repayment
USA - USA Assign Garnishments USA
Payee Calendar SOVR Maintain Termination Data USA from payee - USA
Savings Bond Assignment USA Garnishment Summary USA
(hidden) Request Repayments USA
Assign Earnings and Deductions - ARG

Payee Assignment By Element Assign garnishments - ARG Entering Taxable Deductions - ARG Maintaining Termination Process - ARG
Argentina
Elem Assig by Payee Recurring Assign Garnishments ARG Maintain Tax Deductions ARG Termination ARG
Apply garnishments or court Record payee tax information - AUS

Identify payslip information - AUS Identify net pay/ recipient
orders - AUS Maintain Tax Data AUS
Australia Payslip Delivery Option AUS elections - AUS
Assign Garnishments AUS Specify Trainee Tax Rebate AUS
Messages AUS Add Deduction Recipients AUS
Specify Protected Net Pay AUS Review/Update Tax Scales AUS
Inserts Supporting Elements Overrides at payee

Identify general employee payroll Insert Earnings/Deduction Assignment for the loan
Identify family allowance Identify loans and/or Identify recipient or beneficiary level based on a country specific page for payee
information - BRA information entered in the Request Loans component
Brazil information - BRA advances - BRA relationship - BRA parameters
Define Payee Parameters BRA EIP (CI):
Review Dependent Data BRA Request Loans BRA Recpnt/Benef Relationship BRA EIP (CI):
Maintain Payee-Union Data BRA GP BRAZIL - LOANS DEDUCTION ASSIGNMENT
GP BRAZIL - PAYEE PARAMETERS
Assign Earnings and Deductions - CHN

Defining Tax Registration - CHN Assigning Payslip Delivery Option -
Payee Assignment By Element Assigning and Disabling PHF/SI - CHN
China Supporting Tax Elements CHN
Elem Assig by Payee Recurring Payee PHF/SI Setup CHN
Tax Registration CHN Payslip Delivery Option CHN
Identify social insurance

Identify general employee payroll Identify family allowance Record payee tax information - CHE Identify payslip Review payee data related to
information - CHE Identify net pay/ recipient Identify pension fund data
information CHE information - CHE Maintain Source Tax Data CHE information - CHE multiple contracts - CHE
Switzerland Maintain Social Ins Data CHE elections - CHE - CHE
Define EO Payment CHE Define Family Allow Data Maintain LAW Data 2006 CHE Define Payee Data CHE Review Multiple Contracts CHE
Add Other Insurances Data CHE Override Source Bank CHE Pension Fund Data CHE
Define EO Payment Ovrd CHE CHE Override TAX Stmt 2006 CHE Messages CHE Review MC Exceptions CHE
Accident Insurance Data CHE

Record payee tax information - Identify payslip Identify net pay/ recipient Maintain German
Identify general employee information - DEU Apply garnishments or Identify pension Identify loans and/or
DEU information - DEU elections - DEU employer
Germany payroll information - DEU Maintain Social Ins Data DEU court orders - DEU information - DEU advances - DEU
Maintain Tax Data DEU Define Payee Data DEU Override Source Bank DEU certificates - DEU
Add General Remarks DEU Maintain Accident Ins Data DEU Assign Garnishments DEU Maintain BVV Data DEU Request Loans DEU
Calculate Company Car Tax DEU Messages DEU Manage Foreign Bank Acct DEU Certificates DEU
Add Old Age Part-Time Data DEU
Complete ERE Data

Record payee tax information - ESP Identify social insurance Assign Garnishments/ Identify pension plan – Assign Stock Options Manage FAN Payment ERE Data ESP
Identify loans and/or advances - ESP type overrides
Spain Maintain Tax Data ESP information - ESP Court Orders ESP ESP ESP ERE Company Data ESP
Request Advances/Loans ESP Create FAN Pymt
Override Tax Percentage ESP Multiple Employment Data ESP Assign Court Orders ESP Payee Pension Plan ESP Stock Options ESP ERE Employee Data ESP
overrides ESP Process ERE Data ESP
Apply garnishments or court Review pension contingency

Identify loans and/or advances - FRA Identify payslip information - FRA
France orders - FRA contracts – FRA
Request Advances/Loans FRA Add Payslip Messages FRA
Assign Garnishments FRA Pension/Cont. Contract Rvw FRA
Global Payroll Record payee tax information - GBR Identify loans and/or Apply garnishments or Identify pension Manage Share
Manage P46 Identify payslip
Maintain Tax Credits GBR Maintain Social advances - GBR court orders - GBR information - GBR Schemes - GBR Review employee
Administrator Assign earnings and
MT1 - Code Number Changes GBR Security/Insurance
Expat Details -
Review Loans GBR Assign Court Orders Assign Scheme GBR Assign Share termination data -
information - GBR Calculate, Confirm
Great Britain deductions - GBR GBR Create Messages GBR and Distribute GBL
Uplift Tax Codes GBR Information - GBR Maintain Loans GBR GBR Stakeholders Pension Schemes GBR GBR
Overtime GBR P46 Expat Messages by Pay Payroll
Maintain Student Loans GBR Maintain NI Data GBR Update Loans End Review Court Orders GBR Share Save Review P45 GBR
Details GBR Group GBR
Tax/NI Adjustment Details GBR Date GBR GBR P46 Pensioner GBR Holidays GBR
Identify general employee payroll

Identify payslip information -
information - HKG
HKG Identify net pay/ recipient elections - HKG
Hong Kong Specify Housing Quarters HKG
Payslip Delivery Option HKG Add Recipient Mbrship Nbr HKG
Define PT EE Main Employer HKG
Messages HKG
Define Self Employed Data HKG
Identify general employee

payroll information - IND Record payee tax information - Identify payslip information - Assign earnings and
Identify social insurance Identify pension
Define MDA Enrollment IND IND IND deductions - IND
India information - IND information - IND
Define MDA Claims IND Maintain Tax Declarations IND Payslip Delivery Option IND Recurring
Define ESI Data IND Define PF Enrollment IND
Define LTA Enrollment IND Specify Tax Details IND Messages IND One Time (Positive Input)
Create Define LTA Claims IND
employee
information
for...
Record payee tax information - JPN Identify social insurance information - JPN
Maintain Income Tax Data JPN Maintain Social Ins Data JPN
Assign earnings and deductions - JPN Maintain ret allow data JPN
Japan Maintain Dep Tax Data JPN Maintain Labor Ins Data JPN
Commuting Allowance JPN Maintain Ret Allow Data JPN
Maintain Inhab Tax Data JPN Maintain Lab Ins Rpt Data JPN
Maintain Year-End Adj Data JPN Maintain Dep Soc Ins Data JPN
Provide override information indicating that a payee will

Identify loans and/or Insert Earnings/Deduction Assignment for the loan information
Identify general employee Identify social insurance Record payee tax information -MEX not be considered for the Annual Tax Adjustment
advances - MEX entered in the Request Loans component
Mexico payroll information - MEX information - MEX Define Prior Employer Data MEX process
Request Loans MEX EIP (CI): GP BRAZIL - LOANS DEDUCTION ASSIGNMENT
Reverse Results MEX Maintain SDI Data MEX Specify No Year-End Adj MEX EIP (CI): GP MEXICO - PAYEES WITHOUT ANNUAL
Loans MEX EIP (CI): GP MEXICO - LOANS DEDUCTION ASSIGNMENT
TAX ADJUSTMENT
Maintain Tax Data MYS

Request loans MYS Add deduction recipients MYS Identify payslip options MYS Maintain EPF Payee Data MYS Maintain SOCSO Payee Data MYS Maintain termination data MYS
MYS Maintain Tax Data MYS
Request Loans MYS Add Deduction Recipients MYS Payslip Delivery Option MYS Maintain EPF MYS Maintain SOCSO Payee Data MYS Maintain Termination Data MYS
Maintain Tax Declaration MYS

Record payee tax Assign earnings and Identify payslip
information - NLD Define Payee Data - NLD
NLD information - NLD deductions - NLD information – NLD
Maintain Social Ins Data NLD Define Payee Data NLD
Maintain Tax Data NLD Commuting Data NLD Messages NLD
Maintain Addl Ins Data NLD
Record payee tax information - Apply garnishments or court

Identify payslip information - NZL Identify net pay/ recipient
NZL orders - NZL
NZL Payslip Delivery Option NZL elections - NZL
Maintain Tax Data NZL Assign Garnishments NZL
Messages NZL Add Deduction Recipients NZL
Create Invalid IRD Report NZL Specify Protected Net Pay NZL
Identify payslip information - SGP Identify net pay/ recipient

SGP Payslip Delivery Option SGP elections - SGP
Messages SGP Add Deduction Recipients SGP
Entering Payee Tax Allowance Entering Social Security Entering Payee Level Provident
THA Information -THA Contribution Information -THA Fund Data -THA
Tax Allowance Declaration THA Maintain SSO Data THA Payee Provident Fund Setup THA
Provide personal information

for payroll payment and
Employee distribution
Personal Bank Accounts
Pay Distribution Instructions

Calculate, Confirm, and Provide Payroll Using PeopleSoft Global Payroll

and Labor
Administrator
Yes
Need to Review summary reports of retro pay
Create Payroll
create retro requests
Information
pay? Change the individual and mass Retro Pay Request and Trigger Summary
Re-create
Review a summary of retroactive pay process flag. No Retro Pay Summary End
Yes Process mass retro pay request retro pay?
retroactive pay requests and Review retro pay Change Retro Pay Process Flag Retro Pay Calculations
Process Mass Retroactive Pay Calculate retro pay and review Yes
No triggers processing messages Retro Pay Interest Limit
results Need
or Retro Pay Messages Retro Pay Terminations
Retro Pay Request and Calculate Retroactive Pay corrections?
Create Retro Request in Job or Retro Pay Messages
Trigger Summary Update Retro Pay Calc Results
Addl Pay via Event Handler Report
Receive request for Payment on a Variable Load retro pay data to paysheets
Validate variable No
Compensation Award Load Retro Pay to Paysheets
compensation award data
EIP (AM):
Validate Variable Comp
VAR_COMP_PAYMENT_REQUEST
Awards (NA)
Receive request for payment of employee referral

Create paysheets by pay calendar Create final check
program awards and acknowledge receipt
Create Contract Pay Create Paysheets paysheets
EIPs (AM): Print Earnings
Create Contract Review Pay Calendars Create Final Check Print paysheet earnings distribution
PAYMENT_ERECRUIT_REQUEST; Contract Distribution
Projected Pay Create Paysheets (CAN) Yes Print Paysheet Earnings Dist End
PAYMENT_ERECRUIT_ACKNOWLEDGE Pay Paysheet
Create Contract Review Pay Calendars (CAN) Apply payment for Audit Print Paysheet Earnings Dist (CAN)
Create Final Cheque
Projected Pay (CAN) request information Paysheet (CAN)
Load Paysheet
Perform pre sheet audit
Receive request for payment of employee expense Transactions
Customer Presheet Audit Report Need final Print paysheets
advances and reimbursements and acknowledge On-Cycle Paysheet
type? Presheet Audit Report Record hours and amounts from Rapid paysheets for final Print Paysheets
EIPs (AM): Transactions Report No Need to... Print Paysheets
(CAN) Entry check Print Paysheets (CAN)
PAYMENT_EXPENSES_REQUEST Load Paysheet
Budget Check Reports Create Rapid Entry Paysheets requests?
PAYMENT_EXPENSES_ACKNOWLEDGE Transactions (CAN)
Employee Budget Log Create Rapid Entry Paysheets (CAN)
Paysheet
Commitment Position Budget Check Transactions Report Review and update payline earnings
Accounting Log (CAN) By Payline Security
Budget Check log Review and update or
By Payline Earnings
override paysheets Review and update Request process to
Receive sales commission information for payout Record hours and amounts from By Payline Earnings Security
Adjust Paysheets By Paysheet payline by employee Need unsheet
EIP PSHUP By Paysheet Earns Short Form Yes
By Add Balance Page By Payline to unsheet? Pay Unsheet
Update Paysheet Transactions By Payline Security (CAN)
By Paysheet (CAN) By Payline (CAN) Pay Unsheet (CAN)
Update Paysheet Transactions (CAN) By Payline Earnings (CAN)
By Payline Earnings Security (CAN)
By Paysheet Earns Short Form (CAN)
No
Advise Variable Compensation of awards that have
been accepted or rejected
EIP (AM):
Make adjustments to paysheets

By Paysheet
Advise Expenses of info that has been accepted or Review pay calculation or confirmation
By Add Balance Page
rejected results
By Payline
EIP Deduction Register
By Payline Security
By Payline Earnings Payroll Register
By Payline Earnings Security Cost Center
Yes By Paysheet Earns Short Form Other Earnings Register
By Paysheet (CAN) Deductions in Arrears
By Add Balance Page (CAN) Deductions Not Taken
By Payline (CAN) No Payroll Summary
Perform pre-calculation Review and update actuals Review payroll error messages
Add new paysheet Create on or off-cycle By Payline Security (CAN) Employer Benefit Contributions
audit Review Actuals Distribution Review Payroll Error Messages Correct
page and payline pay calculations By Payline Earnings (CAN) Garnishment Prorations
Off-Cycle Precalculation Audit Report Contract Pay Details Payroll Error Message Report calculation
By Paysheet Calculate Payroll By Payline Earnings Security (CAN) Employees Not Processed Report
Precalculation Audit Report Review Actuals Distribution (CAN) Review Payroll Error Messages (CAN) errors?
By Paysheet (CAN) Calculate Payroll (CAN) By Paysheet Earns Short Form (CAN) Contract Pay Discrepancy Report
(CAN) Contract Pay Details (CAN) Payroll Error Message Report (CAN)
Perform pre confirmation audit Confirm pay Canada Payroll Savings File (CAN) Must Reverse pay confirmation
Ready to
Preconfirm Audit Report Yes Confirm Payroll Deduction Register (CAN) reverse pay Yes Unconfirm Payroll
confirm?
Preconfirm Audit Report (CAN) Confirm Payroll (CAN) Payroll Register (CAN) confirm? Unconfirm Payroll (CAN)
Cost Centre (CAN)
Other Earnings Register (CAN)
Calculate final earnings Deductions in Arrears (CAN)
deductions and taxes Deductions Not Taken (CAN)
No
Calculate Payroll Payroll Summary (CAN) No
Calculate Payroll (CAN) Employer Benefit Contributions (CAN)
Stats Can Non-Educ Institute (CAN)
Overtime Bank (CAN)
Business Payrolls Survey File (CAN)
Save and Print Stats Can Educ Institute (CAN)
Payroll type? with Off-Cycle Canada Savings Bond Purchases (CAN)
Pay Run Employees Not Processed Report (CAN)
Integration: Time and Labor Interface Contract Pay Discrepancy Report (CAN)
retrieves and consolidates payable
Global Payroll time information for selected time
reporters and sends cross reference Confirm and print
Administrator Confirm Review/Print Online Check
numbers back to TL
and Print Review/Print Online
Create or update
Cheque (CAN)
paysheets and calculate Review online pay
Create Online Check calculation results
Manual Online Paysheet View/Print Online Check Need to...
Load time reporter payable time from Create Online Cheque View/Print Online Cheque Delete check information
Review TL load history Verify that wages were
Time and Labor (CAN) (CAN) Review/Print Online Check
Review Time and Labor Load Delete overstated
Load Time and Labor Online Paysheet (CAN) Review/Print Online
Review Time and Labor Load (CAN) Review Payroll Error Messages Record adjustment Calculate pay for
Load Time and Labor (CAN) Cheque (CAN)
Single Paycheck for Create Review and reverse original check Employee Pay Payroll Error Message Report Create on paysheet adjustment
and create off-cycle paysheet Yes
Individual Employee paysheet Overstated Review Payroll Error Messages payback? By Paysheet Calculate Payroll
Immediate Payment method? Review Paycheck Summary (CAN) By Paysheet (CAN) Calculate Payroll (CAN)
Create online check data Review FLSA Pay Data Calculate pay for Payroll Error Message Report
Reverse and confirm Record adjustment Was
using automated process Reverse/Adjust Paychecks adjustment (CAN)
Reverse reversal on paysheet employee
Create Online Check Review Paycheque Summary Calculate Payroll
and Confirm Review/Print Online Check By Paysheet pay under or over
Automatic Online Paysheet (CAN) Calculate Payroll
Review/Print Online By Paysheet (CAN) stated? No
Create Online Cheque Review ROE Insurable Earnings (CAN)
Cheque (CAN) Create pay calculations for Confirm pay for
(CAN) (CAN)
Online Paysheet (CAN) Reverse/Adjust Paycheques Employee Pay underpayment adjustment
(CAN) Understated Calculate Payroll Confirm Payroll
Calculate Payroll (CAN) Confirm Payroll (CAN)
End
Reconcile and
Adjust
Distribute Payroll
Information
Add new paysheet and Calculate employer Confirm pay for Review pay Review reversal Confirm check
payline taxes and deductions manual check calculation or Reverse paycheck Review pay
Manual Check results reversal
By Paysheet Calculate Payroll Confirm Payroll confirmation Adjust or Reverse/Adjust Paychecks calculation or
Reverse Review Paycheck Confirm Payroll End
By Paysheet (CAN) Calculate Payroll (CAN) Confirm Payroll (CAN) results reverse? Reverse/Adjust Paycheques confirmation
Review Paycheque Confirm Payroll
(CAN) results
(CAN) (CAN)
Manage
check
results
Create final check Adjust employee balances
paysheets online 1042 Taxes
Paycheck
Online Request Final Check PrePays
Request Final Cheque Arrears
Request final check (CAN) Balance Adjustment Report
Request Create
Request Final Check Check Year-to-Date
Check paysheet
Request Final Cheque Need to... Deductions
method?
(CAN) Earnings
Create and review Garnishments
Review check register and Review employee balances
paysheet and payline Special Accumulators
Pay Run reconciliation reports PrePays
Request Final Check Print checks Taxes
Check Register Advise HR 1042 Taxes
Create Request Final Cheque Print Checks Review and PrePays (CAN)
Employee Check Information Helpdesk of Need to Arrears
Final check (CAN) Printed Create PDF Paychecks Need reprinted No verify printed Errors? Yes Balance Adjustment Report
Report discrepancy, if adjust... Check Year-to-Date
method? Check Print Cheques (CAN) checks? checks (CAN)
Cheque Register (CAN) needed Deductions
Create PDF Paycheques Earnings Employee Arrears (CAN)
Employee Cheque Information Balances
Garnishments Cheque Year-To-Date (CAN)
Report (CAN)
Manage Balances Special Accumulators Deductions (CAN)
Yes No
Create paysheet for Calculate earnings Create final check reports and review payment Taxes Earnings (CAN)
Confirm pay for Special Accumulators (CAN)
final check deductions, taxes, results distribution Employee Earnings Snapshot
Create final check Print checks Taxes (CAN)
Create Final Check and net pay Final Check Reconcile Report Rpt
Paysheet Confirm Payroll Create replacement Print Checks Garnishments (CAN)
Paysheets Calculate Payroll Final Check Requests Report Distribute Employee Earnings Record Rpt Need to
Confirm Payroll checks Create PDF Paychecks ROE (CAN)
Create Final Cheque Calculate Payroll Final Cheque Reconcile Report (CAN) paychecks PrePays (CAN) adjust...
(CAN) Reprint Checks Print Cheques (CAN)
Paysheets (CAN) (CAN) Final Cheque Requests Report (CAN) Arrears (CAN)
Reprint Cheques Create PDF Paycheques Cheque Year-to-Date (CAN)
(CAN) Deductions (CAN)
Provide pre-
Print pre-note Earnings (CAN) Delete obsolete balances
Method of notification Obsolete
memos Special Accumulators (CAN) Delete Balances
payment Create check for employee Prenotification Report Balances
Prenote Memo Taxes (CAN) Delete Balances (CAN)
distribution? Create Slf Srvc Manual Cheques
Manual Garnishments (CAN)
Create PDF Paycheques Create direct deposit
Check ROE (CAN) Imputed
Create Slf Srvc Manual Cheques (CAN) advice registers Adjust imputed income
Employee Earnings Snapshot Income
Create PDF Paycheques (CAN) Advice Register Calculate Adjustments
Rpt (CAN)
Review Advice Register (CAN) Employee Earnings Record Rpt Adjustment Report
Format information and (CAN) Garnishments
print direct deposit file
Create direct deposit file Print Advice Forms Review and adjust
Review direct deposits
Direct Create Direct Deposit File Create PDF Advice garnishment balances
Create EFT file for by company Distribute
Deposit Create Direct Deposit File Forms and create report
direct deposit of Direct Deposit Register advice
(CAN) Print Advice Forms (CAN) Garnishments
child support Direct Deposit Register information
Create PDF Advice Garnishment Prorations
payments (CAN)
Forms
Child Support -
EFT
Employee Review payroll supporting

documentation
View Paycheck Contact HR
End
Direct Deposit Helpdesk
Paycheck Modeling

PeopleSoft Create Payroll Regulatory Reporting and Tax Information Using PeopleSoft Global Payroll
Calculate, Confirm
and Distribute GBL
Payroll
Define SICOSS and Income Create detailed income tax retentions Create earnings and withholdings Create information to be transferred Create Legal Book report ARG Create My Simplification Report
Manage Tax Parameters ARG and deductions for annual withholding delivered to SICORE ARG to Integrated System of Retirement ARG
Argentina taxes report ARG and Pension report ARG Legal Book ARG
reports SICOSS Parameters ARG SICORE Report ARG My Simplification ARG
Income Tax Parameters ARG Form 649 ARG SICOSS Report ARG
Create tax reports AUS Create regulatory reporting Calculate reportable Fringe Benefit Create payee's payment summary,
Manage Payroll Tax Report AUS information for Australia Tax (FBT) collections and review review, create reports and electronic
Australia file to ATO
reports Create TFN File AUS QTR-ABS Avg Wkly Rpt/File AUS Collect FBT Earns AUS
BAS Information Report AUS QTR-ABS Empl Srvy Rpt/File AUS Rvw/Update Payee FBT Earns AUS Create Pmnt Summary Data AUS
Create Super Rpt File AUS Review Pmnt Summary Data AUS
Review/Update ETP Data AUS
Payment Summary Exceptions AUS
Payment Summary Reconcile AUS
Payment Summary/ETP Certs AUS
Create Pmnt Summ Elec File AUS
Review Frgn Pmnt Data AUS
Define parameters for Service Takers, Create DARF, DIRF, and Create assignments
Define parameters for legal Create GRFC and Process terminations BRA Perform Year End Processing Other Reports
identify payees, verify SEFIP IREN reports and perform PIS
reports GPS Reports Termination Contract Rpt BRA DIRF Report BRA Compensation Agreement BRA
Manage parameters and create report DARF Report BRA processing
Brazil City Codes BRA GRFC Report BRA Unemployment Insurance Rpt BRA RAIS Report BRA MANAD File Process BRA
reports Service Taker Data BRA Monthly DIRF Report BRA PIS Assignment BRA
Legal Movement Code BRA GPS Report BRA Termination Letters BRA DIRF Autonomous BRA INSS Salary Contrib Report BRA
Service Taker Transactions BRA IREN Report BRA PIS Processing BRA
Centralization Data BRA GRCS Report BRA Employee Other Annual Amt BRA
SEFIP Parameters BRA Private Funds & FAPI GRRF Report BRA
SEFIP Report BRA Entities BRA
SEFIP Autonomous Review BRA
Create Public Housing and Social

Insurance Report
Create Public Housing and Social PHF/SI Reports CHN Create CNAO-2 Data Create Payroll Budget Control
Manage Create Payroll Workflow Approval
China Insurance Data Create Accounting DI Reports
reports Reports
Create Reporting Data CHN CHN Budget Alerts CHN
Payroll Approval Reports CHN
Budget Comparison Reports CHN
Create Individual Income Tax
Withholding Report
Tax Report CHN
Extract DUCS Data Extract termination data, update Extract Unified DADS data, update and Create certificates reports
Define Extraction Data FRA and create reports create reports Extract Certificates Data FRA
Manage Run Extraction FRA Extract AEDEMAT Data FRA Define Extraction Data FRA Certificates Report FRA
France
reports Update Extraction Data FRA Update DN-AC Data FRA Run Extraction FRA Update ACC/MP Certifs FRA
Create File FRA Input Payee Data FRA Update Extraction Data FRA Update Ill/Mat Certifs FRA
Input Extra Data FRA Create File FRA
Input Payee Data FRA
Input Extra Data FRA
Create regulatory reporting Create tax cards, statements and Define DEUEV facts and events, review Create social security/ insurance reports Create pension DEU
information for Germany reports Germany and create reports SI Contributions Report DEU
Manage BVV Transfer Disk DEU
Germany Payroll Statistics Report DEU Create New Tax Card DEU Define Business Evnt DEUEV DEU Emplr Liability Summ Rpt DEU
reports Run Daily DEUEV DEU
Payee Compensation Report DEU Tax Registration Report DEU Emplr Liability Detail Rpt DEU
Industrial Statistics DEU Tax Auditor Access DEU Run Monthly DEUEV DEU Compulsory Health Ins Rpt DEU
Tax Statement Report DEU Change Currency DEUEV DEU KUG Report DEU
Trade Tax Report DEU Start System DEUEV DEU AZ Report DEU
Terminate System DEUEV DEU KVDR Change Process DEU
DEUEV Reported Events DEU
DEUEV Triggers DEU
DEUEV Reportable Events DEU
DEUEV Statistics DEU
DEUEV Process Status DEU
DEUEV Report Generation DEU
Create DEUEV File DEU
DEUEV Diagnostic Tool DEU
Create new or amended Pay and Create year end reports GBR Create statutory reports Process termination Manage EDI GBR
Great Manage
Pension numbers to be sent to P14 / P60 GBR for Great Britain P45 GBR EDI Audit by Employee GBR
Britain reports
EDS P35 GBR P11 - Part 1 GBR P45 Identification GBR EDI Audit by Submission GBR
MT3 - Pay/Pension Numbers GBR P46 (Car) GBR P11 - Part 2 GBR P45 Identification Process EDI GBR
End of Year Return GBR P11 - Part 3 GBR Results GBR
EOYR Pre Validation GBR P32 GBR
Extract P11D Data GBR
Report and EDI preparation GBR
Amended P60 Report GBR
Create the employer's return of

Capture data, update and create Prepare reports of people Create Authority Correspondances
remuneration and pension
IR56 reports leaving the country that are not MPF Remittance Statement HKG
Hong Manage reports
Create IR56 Data HKG citizens
Kong reports Define IR56B/M Controls HKG
Review/Update IR56 Data HKG Specify Departure Details HKG
Create IR56B Elec File HKG
IR56E Report HKG IR56F Report HKG
IR56B Report HKG
New - Terminated Rpt HKG IR56G Report HKG
IR56M Report HKG
Which
country?
Create Provident Fund Tax reports India Create enrollment and Create employee state insurance Define reporting form attributes
Remittance Reports Profession Tax Report IND termination reports remittance statements and create reports
Manage
India PF Remittance Statement IND Allowance Taxable Amounts IND Enroll and Term Reports IND ESI Remittance Statement IND Define Form 3A Data IND
reports
Income Tax Computation Define PT Form 5 Data IND
Statement IND Define ESI Form 5 Data IND
Define Form 12BA Data IND
Define Form 24 and 16 Data IND
Create Year End Reports IND
Define Form 24Q Data IND
Print Form 24Q IND
Print ESI Form 6 IND
Print LWF Report
Create tax reports Mexico Create a printed letter for Create IMSS notice for employee Create SUA files Create and review reports Tax reports Mexico
Manage State Taxes by Loc Report MEX terminated or laid off payees transactions SUA - Transact File MEX IMSS Base Over Cap Report MEX ANN - Tax Adj Report MEX
Mexico Federal Taxes Report MEX Create Term/Layoff Letters MEX IMSS Report Notices MEX SUA - Payee File MEX Variable SDI Report MEX ANN - Subsidy Factor Calc MEX
reports
Form 37 Report MEX IMSS EDI Notices MEX SUA - Disabilities File MEX Multiple Information MEX ANN - Subsidy Factor Rpt MEX
Form 37 Additional Data MEX IMSS Mag Notices MEX SUA - Affiliation File MEX Inter-company Payee Detail MEX
Salary Credit Report MEX Review IMSS Notices MEX SUA - Loans File MEX
Fixed SDI Report MEX ANN - Risk Factor Report MEX
Global Payroll
Administrator Create tax reports NLD Create reports for social
Pers. Information Report NLD security NLD
Manage Tax Reductions Report NLD SI Summary Report NLD
Netherlands
reports Year-End Employee Report NLD SI Contribution Report NLD
Tax Summary Report NLD
Create IRD data, review and create

reports NZL End
Create IRD Data NZL
Review IR345/6/8 NZL Create KiwiSaver Data
New Manage Review EE IR348 Data NZL reports NZL
Zealand reports Review IRD Exceptions NZL Create KED ir-File NZL
Create IR348 File NZL
Create IR348 Report NZL
Print QES Report NZ
Create EDF File NZL
Create reporting data, submit files Create data non-citizen employee's Create IRAS Tax Forms
and create reports termination, update and create IRAS Tax Forms SGP
Manage CPF/FWL Late Interest SGP IRAS Benefit Rates SGP
Singapore reports
reports Create CPF Reporting Data SGP Create IR8A/IR8S Forms SGP
Create IR21 Forms SGP
Create CPF-PAL Internet SGP IR21 Forms SGP Calculate Appendix 8A SGP
Create CPFLine SGP Print IR21 Forms SGP IR8A/IR8S Forms SGP
CPF Mthly Contribution Rpt SGP Appendix 8A Forms SGP
CPF Mthly Contribute List SGP Appendix 8B Forms SGP
CPF Adjustment Report SGP Print IR8A/IR8S Forms SGP
Print Appendix 8A Forms SGP
Print Appendix 8B Forms SGP
Create IR8A File SGP
Create IR8S File SGP
Create Appendix 8A File SGP
Create Appendix 8B File SGP
Create regulatory reports Create tax reports Switzerland Create Swissdec XML Create other regulatory XML
Switzerland Source Tax CHE AHV_AVS QSt_IS VD (Passerelle)
Manage BESTA Employment Statistic CHE Maintain LAW Data Non AHV Year QSt_IS GE (ISEL)
Switzerland Salary Structure Analysis CHE Override Tax Stmt Data CHE
reports UVG_LAA FAK_CAF eAHV
EO Pay Card Report CHE Review Tax Stmt Data CHE UVGZ_LAAC FAK_CAF for AKB
FAK Contributions Report CHE Source Tax Year Report CHE KTG_AMC EO_APG for AKB
FAK Contributions Year CHE Tax Statement Report CHE LAW_CDS
Non AHV/ALV Report CHE BFS_OFS
UV Year Report CHE FAK_CAF
AHV Year Report CHE BVG_LPP
Maintaini LAW Data 2006 CHE QSt_IS
Override Tax Stmt 2006 CHE
Source Tax Month Report CHE
Tax Statement 2006
Create tax reports ESP Review tax and Social Security

Create Social Security reports Create Termination Reports ESP ERE Reporting ESP
Create 111/110 Model File ESP Data ESP
ESP Create Termination Letters ESP ERE SPEE Commincations ESP
Manage Create 190 Model File ESP IRPF Tax Data Review ESP
Spain Create FAN File ESP Company Certificate Report ESP ERE Data Report ESP
reports Tax Deductions Report ESP IRNR Tax Data Review ESP
TC1 Report ESP ERE Activity Periods ESP
Collective Report ESP
Create 296 Model File ESP Company Certificate Report ESP
Individual Report ESP
Create 345 Model File ESP Create FDI File ESP
IRPF Calculation Results ESP
Create 216 Model File ESP Social Security Certificates ESP
Generate allowances reports Generate Income Tax reports and Data Media Files
Generate Social Security reports and Data
Allowances Declarations Form Form 1-A Detail, Header (ITF1A.txt)
Manage Media Files
Thailand Parent Allowances Declaration Form 1-A Special Detail, Header
reports Form 1-10 Cover
Privilege Declaration Form 65 Form 1 Detail, Header (ITF1.txt, ITF1 via Internet.txt)
Form 1-10 Detail (SSO110.txt)
Form PIT91 (PIT91.txt)
Form 1-10/1
Form 91A
Form 1-031 (SSO1031.txt)
Form PIT90
Form 6-09 (SSO609.txt)
Form 50BIS/50BISCPY
Identify tax info and create tax reports Identify tax info and create tax Identify tax info and create tax Create Regulatory Reporting
USA reports USA reports USA and Tax Information for USA
Federal Tax Data Status USA Tax Form Definition USA Audit Correction Data USA
United Manage Maintain Tax Profile USA
Identify W-4 Exempt Payees USA Define Preprinted Forms USA Year End Correction Forms USA
States reports Maintain Tax Data USA
Identify W-5 EIC Payees USA Tax Form Print Parameters USA MMREF Parameters USA
Quarterly Tax Reports USA Year End Pre-Load Report USA Create Federal MMREF 1 USA
Reset W-4 Exempt Payees USA Year End Data Load USA Audit Federal MMREF 1 USA
Reset W-5 EIC Payees USA Year End Post-Load Report USA Create State MMREF 1 USA
Tax Deposit and Liability USA Wage and Tax Statement USA Audit State MMREF1 USA
Tax Summary Reports USA Year End Data Audit Report USA Create Federal MMREF 2 USA
W-4 ePay Audit Report USA Year End State Totals USA Audit Federal MMREF 2 USA
W-4 Exempt Payees Report USA Year End Print USA Arizona Withholding Update USA
W-4 IRS Report USA Transmittal Totals USA
W-5 EIC Payees Report USA Prepare W-2c Data USA
Employee SSN Verification Prepare W-2cPR Data USA
W-4 Print – Self Service
Create Regulatory Reporting Print forms MYS Print SOSCO forms MYS Create CP forms MYS Process terminations MYS
and Tax Information for MYS Print EPF Form A MYS Print SOCSO Form 2 MYS CP22 Forms MYS Create CP21 Data MYS
Manage Specify Benefits in Kind MYS Print EPF Summary MYS Print SOCSO Form 3 MYS CP39 Forms MYS Create CP22A Data MYS
Malaysia Define CP38 Data MYS Print SOCSO Form 8A MYS
reports Print CP21 Forms MYS
Maintain Tax Data MYS Print SOCSO Form 8B MYS Print CP22A Forms MYS
Tax Receipt Table MYS Print SOCSO Summary MYS View CP21 Details MYS
Create CP159 Data MYS View CP22A Details MYS
View CP159 Details MYS
Print CP159 Forms MYS
Create CP8A Data MYS
View CP8A Details MYS
Print CP8A Forms MYS
Finalize CP8A Details MYS
Print Form 8D MYS
Print Form E MYS
Print PCB 2 (II) MYS
Tax Processing and Reports in Year-

End JPN
Monthly Tax Processing and Monthly Social Insurance Maintain Wage Certificate Process Termination JPN Annual Social Insurance Processing Review and approve YEA Self Service Report YEA Dependent Ded JPN
Reports JPN Processing and Reports Load Wage Cert at 60 JPN Create Ret Allow WT RPT JPN and reports JPN data entry by the employees JPN Report YEA Ins and Spous JPN
Manage
Japan Mthly Inhabitant Tax Rpt JPN Load SI Monthly Remun JPN Upload Wage Cert at 60 JPN Load Unemployment Cert JPN ANN-SI Mthly Reg Remun Rpt JPN Rvw/Appr Self Service Data JPN Load YEA Report Data JPN
reports
Load IH Tax Payment Data JPN Review SI Mthly Remun JPN Print Wage Certificate JPN Update Unemployment Cert JPN ANN-SI Mthly Sum Remun Rpt JPN Load YEA Self Service Data JPN RVW/Update YEA Report Data JPN
Maintain IH Tax File Data JPN SI Mthly Rev Remun Rpt JPN Print Unemployment Cert JPN ANN-Basic EI Premium Rpt JPN Withholding Tax Report JPN
Create IH Tax File JPN Update SI Monthly Remun JPN Load YEA Report Data JPN ANN-EI Exempt Report JPN Municipality Audit Rpt JPN
SI Bonus Payment Report JPN Withholding Tax Report JPN PI 70 Years old EE Rpt Pre-Load Inhabitant Tax JPN
SI Create Bonus Rpt File JPN Wage Payment Rpt JPN
SI Create Other Rpt File JPN Wage Payment Summary Rpt JPN
SI Create Remun Rpt File JPN Legal Payment Summary Rpt JPN
SI Premium Inqury Rpt JPN Load Inhabitant Tax JPN
SI Premium Summary Rpt JPN Inc Tax Withhold Reg Rpt JPN
EI Newly Enroll Empt Rpt JPN Tax Difference Carry Over JPNII
Set up year end adjustment

YEA Self Service Setup JPN
Review and update information used

for tax reporting
Year End Adjustment Info JPN
Dependent Tax - JPN
Employee Employee Tax - JPN
House deduction - JPN
Spouse Deduction - JPN
Nonlife Insurance - JPN
Life Insurance - JPN
Development
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compliance types notifications using e- compliance employee data to compliance types an RI compliance type for each Decide if Plan RI individual activities compliance
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department and facilities to include and create the scenario
Adjust Department Choose Active Review cost details,
Adjust Department Demands Create Scenario by Criteria Create Scenario by Criteria
Demands Scenario demand summary and
Active
training plans by
scenario
department
summary
Summarize Active
Scenario
Review the approved

Approved
demands in a global
global
scenario
scenario
Review Active
demands Review training budget
Scenario-Apprvls
Review list of global information
Delete inactive Move demands not
Global Create or copy global scenarios and select the Identify training budget Review Training Plan
redundant global approved to next
scenario scenario created active scenario for to be frozen by budget Training Plan Cost Details FRA
Review? scenarios budget period
previously budget period and period Training Plan Distribution FRA
Delete Inactive Gbl Move Non-Approved
Create Global Scenario business unit Freeze Budget Period Active Scenario Summary
Scenario Demands
Activate Global Scenario Global Scenario Summary
Review cost details and Training Plan Summary
Global
summary information for
scenario
the demand
cost
Summarize Global
summary
Scenario
Define Learning Programs
Establish Learning
Budgets
Using
Define Learning
ELM or Human Manage Learning
ELM Programs
Resources Administer Content
(PeopleSoft ELM)
Training?
Human Resources
Administer Training
Create training course reports

Learning Equipment Checklist
Administrator Attendance Status
Course Category
Define general course Course Description
Identify competencies Identify additional
information such as Specify how to Course Equipment
Training and accomplishments course content, Defines program
Need new prerequisites, languages, classify courses Course Rating
No offered No instructors need by learner group, or information
course type? and target competencies/ in the system Course Rating Templates
in-house? course agenda information Program Information
accomplishments Courses Courses
Courses Courses
Courses Course Vendors
Prerequisite Courses
Licenses and Certifications
Target Course Certifications
Defines courses Target Qualifications
Define the course Define the equipment
associated with each
categories that form the and materials that are
Yes category and creates Yes
training catalog required for the course
catalog information
Category/Subcategory Courses
Catalog Organization Print the results of
Identify training
Review group setup and Create the calculation
report parameters
report indicators for calculations for all process or export
Create training - FRA
training expense reporting indicators - FRA to file - FRA
regulatory information FRA Trn 2483
- FRA Compute 2483 Edit 2483 FRA
Parameters Setup
2483 Indicators FRA FRA 2483 Tax
FRA
Declaration FRA
Create Training Reports ESP

FT Employee Data ESP
Decide if Create training FT Create XML File ID ESP
need to? reports ESP FT Print XML File ESP
FT Confirm XML File ESP
FT Delete XML File ESP
Create Define mixed committee Print committee and training plan Create report listing
training Create mixed committee audit
details including class, reports and submit to the STPS - instructors by training
regulatory report of Dept of Labor (STPS)
representatives, location MEX program and submit to STPS
information - MEX
and objectives - MEX STPS DC-2 Format MEX - MEX
MEX STPS DC-1 Format MEX
Mixed Committee MEX STPS DC-2B Format MEX STPS DC-5 Format MEX
Manage Learning Content
Source Learning
Content
Define Learning
Programs Yes
Learning
Administrator Source
Manage Learning
additional
No Catalog
learning
(PeopleSoft ELM)
content?
Design Content to
support new or
existing curriculum
Instructional or certification
Designer programs
Create new or Catalog learning

Assemble/group
modify existing content for Publish learning
learning
learning search content
content
content capabilities
Notify Learning
Administrator of
new content and
competencies
and objectives
supported
Learning
Content
Developer
Source Learning Content
Identify source and

Identify external standard for
Manage Learning
Manage Learning Analyze content sources that can Assess external Acquire learning Sourcing communication Load content
Yes Test content Catalog
Content that is required provide needed sources content online content? between learning metadata
(PeopleSoft ELM)
content management and
content
No
Learning
Administrator
Schedule and Manage Learning Resources
Schedule and
Manage Learning
Resources
(PeopleSoft ELM)
ELM
Track instructor Using Schedule and

Learning qualifications and ELM or Human Manage Learning
Administrator teaching preferences Resources Administer Events
Instructors Training?
Define equipment and

Equipment and materials material details
Equipment and Materials
Human Resources
Administer Training
Define and maintain
Training
What to track? facility information
facilities
Training Facilities
Track supplier
information
Vendors
Vendors
Vendor Contacts
Provide preferences for

instructing
Instructor Preferences
Instructor
Schedule and Manage Learning Events
Using Schedule and

Schedule and
Learning ELM or Human Manage Learning
Manage Learning ELM
Resources Administer Events
Administrator Resources
Training? (PeopleSoft ELM)
Human Resources
Administer Training
Create course session reports

Identify the session Student Training History
Define
Identify session length, start and location, instructor and Identify vendor, facility, Training Facility Schedules
miscellaneous
end dates, enrollment constraints required equipment and instructor, equipment Training Instructor Schedules
course session
and language materials costs per session Training Programs
expenses
Course Sessions Course Session Planner Course Session Costs Training Schedules
Course Sessions
Course Sessions Course Reports
Course Session Roster
Instructor Deliver Learning
Deliver Learning
Learning Approve Manage Learner Track Learning

Manage Learning Enroll in Learning
Enrollment
Event
Enrollment and Completion
Request Completions Results
Request
Manage Individual
Enrollment in
Learner Learning Plans
Learning Event
Determine
Individual
Line Manager Development
Goals
Manage Individual Learning Plans
Create an overall training

Record the date when the Print NVQ plan and
Record details of plan of the NVQ units that
employee is expected to status information
Create NVQ employees who have the employee will take
start a unit and elements, for employee
Training Plan registered for an NVQ and view the elements
and actual start and Initialize Plan
GBR - GBR that make up the units -
completion dates - GBR Employee Plan
Person Profile GBR
Person Profile Employee Status
Person Profile
Associate
standard training
Using ELM
Manage Learning programs with job
or Training Training Administration Action?
Programs codes in the Job
Admin?
Code Table
Learning Job Code Table
Administrator Identify the steps
Group the steps
Create Training that make up an
into a training
Plans educational
plan
DEU training program
Plans DEU
Steps DEU
Manage Individual Request

ELM Learning Plans Enrollment in
(PeopleSoft ELM) Learning Event
Learner
Manage Individual
ELM Learning Plans
Line Manager (PeopleSoft ELM)
Request Enrollment in Learning Event
Using Request
Manage Individual ELM or Enrollment in Approval
ELM
Learning Plans Training Learning Event required?
Admin? (PeopleSoft ELM)
Request enrollment into

Learner Training
training activity
Admin
Request Training Enrollment
Yes
Request No
Enrollment in
ELM
Learning Event
(PeopleSoft ELM)
Line Manager Request enrollment of
Training employees into training Approval
No
Admin activity required?
Request Training Enrollment
Yes
Approve
Yes Enrollment
Request
ELM
Request
Enrollment in Approval Enroll in Learning
No
Learning Event required? Event
Learning (PeopleSoft ELM)
Administrator
Track and review the

courses that an individual
Training Admin has requested and print the
request form (SF182) - USF
SF182 (USF)
Approve Enrollment Request
Request Review enrollment requested

Learner Enrollment in and the approval status
No
Learning Event Training Request Status
Approve or decline request Administrator Review the status of employee

Line Manager for enrollment in an activity approval enrollment requests Approved?
Approve Training Request required? View Training Request Status
Yes
Yes
No
Learning
Administrator
Enroll in Learning
Approve or decline request for Event
enrollment in an activity and
update status
Approve Training Request
Enroll in Learning Event
Using
Request Enroll in Learning Payment Participate in
Learner Enrollment in
ELM
ELM Event (PeopleSoft approval No Learning Activities
or Training
Learning Event ELM) required? (PeopleSoft ELM)
Admin?
ELM
Line Manager
Approve Learning
Request
Enroll in Learning
Event (PeopleSoft
ELM)
Yes
Training Administration
Using Create and

Enroll in Learning Manage Learner
ELM distribute student
ELM Event (PeopleSoft Enrollment and
or Training training information
ELM) Completions
Admin? letters
Training Administration Identify students to enroll into a session

Manual individually
Enroll Individually
Verify students
Learning Identify students from
Enrollment successfully subscribe in
Group group to enroll or wait list
Administrator method?
Enroll by Group
the course sessions
Enroll by Group
Verify that all employees

Enroll employees based on are successfully subscribed Create training enrollment
pre-determined department into the course by reports
Department
Automated Enroll using? demand department and budget Statistics of EEs Enrolled
Demand
Enroll by Department period Student Training History
Demands Enroll by Department Course Waiting List
Demands
Enroll employees based

on pre-determined
Employee demand profile by budget
Demand period
Enroll by Employee
Demands
Identify session number

and enroll students from
Wait List waiting list
Course Session Auto
Enrollment
Track students who

requested enrollment into
full or not scheduled
Waitlist
sessions
Create/Update Course
Wait List
Manage Learner Enrollment and Completions
View employee profiles and

Approve employee profile
training summaries
updates
Line Manager Team Person Profiles
Approve Profiles
Training Summary
Using Review, update, or delete profile

ELM Training information as necessary
or Training Administration My Profile
Admin? Training Summary
Learner
ELM
Review, update, or delete profile

Evaluate
information as necessary
student's
Person Profiles
performance
Training Summary
Enroll in Learning
Event
Manage Learner
Using ELM Track Learning
Enrollment and
or Training ELM Completion
Completions
Admin? Results
(PeopleSoft ELM)
Learning
Administrator Identify employees and
non-employees who want
to enroll in course
Update Wait sessions that are full or
List that have not been
established
Create/Update Course
Wait List
Training
Administration
Identify student needing a
session or status change, Create training letters
enroll student in proper containing student and
Action? Reschedule session, and review status training information, if
updates needed
Reschedule Between Create Training Letters
Sessions
Record student enrollment or

Capture billing details for
Record Non Course completion in courses that are
training obtained externally
Training not offered in house
Enroll in Course
Enroll in Course
Record learner
Record learner session
assignment and test
attendance
scores
Instructor Mark Grades and
Mark Grades and
Attendance
Attendance
Track Learning Completion Results
Calculate reimbursement for students Review employee salary costs for a

completing course with a "pass" or course session and budget period and
Identify student feedback Yes Salary apply overrides as needed
minimum of a "C"
Manage Learner Session feedback on course session Maintain Student Costs
Maintain Tuition Reimbursement
Enrollment and Evaluate Course Session Maintain Learner Costs
Completions
Review vendor costs for a course

session and budget period and apply
Vendor overrides as needed
Using Capture student feedback and Is Issue warning messages
Maintain Student Costs
ELM Training recommendations on completed reimbursement indicating no reimbursement due
Maintain Learner Costs
Training Administration Action? to non-passing grades
or Training evaluation training USF for training
Admin? Individual Training Evaluation required? Maintain Tuition Reimbursement
Record details of Review facility costs for a course session Review budgeted costs
Track NVQ employees who have and budget period and apply overrides as compared to realized
Facility needed Budgeted
Progress not previous registered training costs to date
GBR for an NVQ Maintain Student Costs Budgeted
Person Profile Calculate student costs by Maintain Learner Costs
What type of
budget period by course
No costs do you
session
need to track?
Calculate Student Cost
Review equipment costs for a course Review summarized employee Calculate totals for all cost
What type
Update status, session and budget period and apply session costs elements and compare them Review unbudgeted
of training costs do
Learning completion, and Equipment overrides as needed EE Session Cost Summary (rpt) to training budget by period
you need to
Unbudgeted costs to date
Review Review course session detail Maintain Student Costs Student Ssn Cost Summary FRA Calculate Planned/Real Unbudgeted
Administrator Track NVQ Review employee certificate dates review?
session summary Maintain Learner Costs Learner Ssn Cost Summary FRA Costs
Progress progress through NVQs when all units for
summary Review Session Summary
GBR Person Profile an NVQ have
been completed
Person Profile Review instructor costs for a course session
and budget period and apply overrides as Review the compared
Action?
Instructor needed budget and actual training
Track the progress of Maintain Student Costs Summary cost totals for the entire
German employees how Maintain Learner Costs organization
Review and assess student Track
Track Learning are participating in the Summary
Review training to determine if there is Training Plan
Completion training plan - DEU
ELM training a job skills gap or prerequisites Progress
Results Internal Education DEU
summary have been completed DEU Review employee expense costs for a
(PeopleSoft ELM) Int Prof Education Status
Review Training Summary DEU course session and budget period and
Employee
apply overrides as needed
Expense
Issue labor ability
certificates to employees
who have completed
Review expenses for a course session and
Issue Labor training and provide copy
budget period and apply overrides as
Certificates to the STPS - MEX Session
needed
MEX STPS DC-3 Format MEX Expense
(rpt)
STPS DC-4 Format MEX
(rpt)
Track Learning
Learner ELM
Completion
Results
(PeopleSoft ELM)
Track Learning Determine

Completion Individual
ELM
Results Development
Line Manager (PeopleSoft ELM) Goals
Human Measure
Resources VP Development
Effectiveness
Reward
Compensation Plan
Manager Rewards
Analyze Total
Compensation
Line Manager Award

Performance
Incentives
Stock
Administrator Manage
Stock Plans
Benefits Manage
Benefits
Administrator
Manage
Benefits
Enrollment
Pension
Administrator Manage
Pension
Plan Rewards
Define rewards Create Create Award

goals and compensation Compensation Compensation
measurements strategy Plans Cycle Increases
Compensation
Manager
Create
Variable
Compensation
Award
Line Manager Performance
Incentives
Sales
Create Sales
Compensation Compensation
Award Sales
Administrator Incentives
Incentive Plans
Pension
Administrator Manage Pension
Plan Manage
Benefits Benefits Benefits
Administrator
Plan Manage
Stock Stock Plans
Stock
Administrator
Create Compensation Plans
Compensation Create Create

compensation compensation
Manager strategy strategy
Provide salary structure

Provide salary structure information to EPM
Translate information to FMS and SCM EIP (AM): Salary
compensation EIP (AM): Salary Structure; Structure WFA
Salary Plan View a summary of the salary,
strategy into grade, or grade and step
tactical Specify the minimum, maximum, and
structure for each plan
compensation midpoint rates for salary grades
No USF? No Salary Structure Summary
goals and Define Salary Grades
Salary Structure
measurements Define Salary Grades USF
Salary Grade
Salary Grade/Step
Compensation Define the salary Create

Rate codes represent pay Create groups of pay Associate individual rate codes
Analyst components in pages and when components (represented by with rate code classes. These
Specify which Job record component defaulting
Define the common percentage
Create/update Define Base fields are available to rate rules for each field increase
Define configuring compensation rate codes) to be used as a classes limit the search for rate characteristics of the
Action? compensation Compensation code defaulting rules selected in the Defaulting matrix?
Salary Plans packages in the compensation subset of a compensation codes on the pages throughout salary plan
groups? Structure Rate Code Defaulting Options page
record package the system. Define Salary Plan
Options Rate Code Defaulting
Comp Rate Code Table Rate Code Groups Rate Code Class Table Provide salary
Rules Establish the minimum and maximum
matrix information Retrieve OPM Salary Information
percentage increases permitted for - Import a file of OPM containing
Yes to subscribers
each review rating by position in range Yes updated salary information into
EIP (AM): Salary
Define Salary Increase Matrix the PeopleSoft salary tables
Matrix
Load Salary Tables USF
Set up group definitions and View which individuals

group build process details Delete the results from all of Delete (purge) the results of a
No Overlapping belong to multiple groups
Group Build - Group Definition your groups from the Group previous version of a group
Group Overlapping Yes
Group Build Records and Fields Result Table from the Group Results Table
Unusable Group Results Purge Group Results Purge
Create Groups Create groups Setup View the status of complex

of Employees for based on existing No membership View and sort the members of
What type groups that have been sent
Compensation Plans hierarchy? criteria? Define criteria for group the groups that you've built on Complex
of group review to the process scheduler Delete/purge?
Yes membership the Group Build pages results
is needed? Complex Group Results
Group Criteria Group Build - Group Definition
Summary
Create new groups that

correspond to your existing View the members of a Define group security
Yes company, setID, and Membership particular group Security by Group
No
department structure Group Membership Security by Operator
Group Build from Co./Dept. Group Security Default
Review FBT motor vehicle statutory

Specify the level of Define
FBT Motor percentage information, e.g., the kilometer
Define the package Link salary contributing
Vehicle thresholds and the corresponding statutory
Create pay calendars for salary liabilities remuneration in Define a standard collection of packaging salary package
Specify the non-packaged earnings Statutory percentages used in determining the
packaged employees in specific pay associated with which to include components that are automatically additional components and Define package
and deductions elements to appear Percentage taxable value of a motor vehicle
groups for use in package modeling to each of your Total Package Value defaulted into package model components define expense rules to validate the
Yes on the Package Summary after Review FBT Stat Vehicle Rate
determine the budget values on the salary packaging (TPV) or Total records for employees or with details for salary package models
expense have been calculated
Human employee's package components Employment Cost applicants components packaged Package Rules
Included Earnings/Deductions
Resource Create Define Pay Calendar GP Additional (TEC) Package Template Package components Specify the payroll tax percent
Components Additional Components Package View the FBT and GST rates for Australia,
Specialist Salary Salary Using Global rate for all states where
Action? Components Components FBT and e.g., the GST percentage and rate for the
Packaging Packaging Payroll? Yes employees in a specific Review?
GST Rates calculation of Fringe Benefits Tax (FBT)
Australia AUS Create and schedule pay calendars company are located
Review FBT/GST Rate Table
for salary packaged employees in State Payroll Tax Rates
specific pay groups for use in
No package modeling to determine the Using Global View FBT statutory interest rates, e.g., the
budget values on the employee's Payroll? statutory percentage rate used in the
package
Select and enroll the FBT Statutory calculation of interest payments for
Pay Calendar HR
Enroll employee into a salary Define tax scales used in Interest Rates depreciation of motor vehicles and low
Employees package No package calculations interest loans
Enroll Salary Package PAYG Tax Scales Review FBT Stat Interest Rate
Create packaging reports
Define and review potential
Model and Assign Packages Due for Review
employee salary package
Salary Packages Action? Package Models
models
AUS Package Details
Employee Salary Package
FBT Reconciliation
Remove an employee from
De-Enroll enrollment in a salary
Employees package
De-Enroll Salary Package
Create Variable Compensation
Create
Compensation compensation
Manager strategy
Set up group definitions View which individuals Delete the results from all of Delete (purge) the results of a
Overlapping belong to multiple groups your groups from the Group previous version of a group
No Group Build - Group Yes
Definition Group Overlapping Result Table from the Group Results Table
Unusable Group Results Purge Group Results Purge
View the status of complex

Create View and sort the members of
Setup Define criteria for group What type of groups that have been sent
groups based the groups that you've built on Complex
Yes No membership Yes membership group review is to the process scheduler Purge results?
Human on existing the Group Build pages results
criteria? Group Criteria needed? Complex Group Results
hierarchy? Group Build - Group Definition
Resource Summary
Specialist
Create new groups that View the members of a Define group security
correspond to your existing particular group Security by Group
Membership No
Yes company, setID, and Group Membership Security by Operator
department structure Group Security Default
Group Build from Co./Dept.
Create/ Define goals for each

update Name and describe generic Define goals for the Define default goals for
goals to use with variable group and assign
compensation Goals Weighted Goals organization and individuals within groups
compensation plans weights
groups? for Groups assign weights and assign weights
Goals Plan Goals with
Plan Goals w/ Groups Plan Goals with Groups
Groups
Define units of non-monetary

and stock awards and assign Define the steps of the Define the payout Assign the scores that
Valuations Assign payout formulas
a currency value for one unit. goals matrix for each formula for each step correspond to the
at the target, minimum, Matrix Goals
Valuations Payouts group in the matrix matrix steps
and maximum levels for Groups
for Groups Plan Goals with Plan Goals with Plan Goals with
under the plan Determine the
Groups Groups Groups Fund the
Plan Payouts w/ Groups expected total
Define a variable Identify plan as "funded" VC Plan
Define the formula Define plan dates, earnings Specify the method cash outlay
Define Create a tree Define Group compensation plan type, Define Variable Comp Plan Plan
to calculate funding code, payout periods, and of administering plan under the plan
Compensation attributes for for each group hierarchy and Tree Security e.g, monetary, non- Using Need Define goals for the Define default goals for Funding
No and award Group Tree specifics related to the plan membership No Budget
specific plan attach groups as tree nodes Group Tree monetary, stock, or other proration? to identify? Need to Weighted Goals organization and all individuals within the
Analyst allocations
types? Tree Changes panel for BC Security Define Variable Comp
type Define Variable
Payout Formulas Define Variable Comp Plan Comp Plan create? for a Plan assign weights plan and assign weights
Plan Assign payout formulas Plan Goals Plan Goals
at the minimum and
Payouts
Define ranges of eligible Yes maximum levels under
for a Plan
Percentage days and associate a the plan
Prorations percentage with each range Plan Payouts Define the steps of the Define the payout Define the goals within Assign the scores that
Percentage Proration Rules Matrix Goals goals matrix for the formula for each step the matrix and assign correspond to the
Define proration for for a Plan plan in the matrix goal weights matrix steps
a prorated plan's Plan Goals Plan Goals Plan Goals Plan Goals
payout periods
Create schedules assigning
Prorate Periods
Proration Workday a factor to each day of the
Schedules week
Workday Schedules Goals Not Needed for Plan
Award
Performance
Line Manager Incentives
Create Sales Compensation Incentive Plans
Create
Compensation compensation
strategy
Manager
Create or update
compensation structure
Compensation Create Comp Structure
Structure Clone Comp Structure Define rules and
Maintain Compensation calculation logic for
Structure Incentive
incentive plans
Calculation
Add a Template
Templates
Clone a Template
Technical Create reference objects Update a Template
and reference object Create or update Associate plan/ Define and
Specialist groups configuration for participants to schedule system
Setup pay
Define Define or advances based
Reference Customers compensation compensation incentive Award Sales
Compensation Create? update on incentive
Action? Objects Geography structure structure processing jobs Incentives
Incentives existing? compensation
Industry View Plan Maintain Comp Maintain Jobs
Maintain Draws
Products Participants Structure Schedule Jobs
Channel Configure incentive
plans
Incentive Add a New Plan
Identify participants and Plans Clone Plan
participant groups View/Update
Participants
View Plan Participant Existing Plan
Participant Groups
Reference Objects Loaded from Source Systems

Load Reference Objects
in the Operational Data Store Load
Operational
Define Reference Data Store
Object Mapping and
Load Reference Objects Configure process
for loading EIM Define processing
Sales Configure EIM report repository steps (jobs) used
Compensation Define transaction engine and General EIM in incentive
schedule jobs Engine calculation
Administrator Define
configuration
Step Definition Configuration Report Repository
Base Catalog Create ETL Maps
Compensation Action? Define Metadata for EIM Transaction Data EIM Engine Loading Config
Object Catalog
Incentives Process Scheduler
Formula Catalog
Variable Catalog
Plan Benefits
Define rewards
goals and
Compensation measurements
Manager
Add plan specific attributes to Identify deduction codes to

Identify benefits provider contact Identify internal Define benefit
Define benefit benefit plans Review benefit plan structure
and policy information, and Benefits administrative deductions support flex credit
Benefits plans Simple Plan Table reports Yes
eBenefits options contacts Deduction Table Deduction Table
Administrative Benefit Plan Health Plan Table Benefit Plan
Provider/Vendor Table Administrative Deduction Table Deduction Table (NLD)
Information Table Health Coverage Codes Benefit Program
Provider/Vendor Listing Contacts (NLD)
Company Car Plan Table Provider/Vendor Listing
Life and AD/D Plan Table Life and AD/D Plan Table
Life and AD/D Coverage Groups Disability Plan Create
Provide flex
Disability Plan Table Savings Plan earnings codes
Define dependent relationship Yes Deployment credits?
Savings Plan Table Leave Plan-Basic Attributes for leave
Dependents type Leave Plan Table Leave Plan-Accrual and Bonus accruals?
Dependent Relationships Table FSA Benefits Table Flexible Spending Account Identify credit allocation
Retirement Plan Table Pension Plan-Canada-Basic Using hierarchy for maximizing
Pension Plan Table USA Pension Plan-Canada-Rates No Canadian Yes outcome of variable taxation
Create rules for how HR actions Pension Plan Table CAN Pension Plan-Canada-Limits Payroll? of benefits (CAN)
Multiple impact primary job, benefits and Vacation Buy/Sell Table Retirement Plan Credit Allocation Table
Jobs Options deductions Vacation Plan Vacation Buy/Sell
Multiple Jobs Options FEGLI Code Table (USF)
Identify the event Identify the start Identify event
Identify postal code ranges for Identify types of events Identify information to Identify benefit plans and
Define age, service, hours, rules ID, description, and end dates for rules for the
No Define home or work locations to refine to be administered, Review event rules describe events that are No deduction classes toward
Define criteria for benefits and FTE eligibility ranges, and specify basic coverage, processing of
Compliance Automated eligibility criteria for plans such special attributes, reports not initiated by data which credits can be applied
compliance testing and specify eligibility criteria event rules for each deductions and Benefits Billing
Testing Benefits as health plans priority, and availability Event Rules entry but take place over Excess Credit Calculation
Nondiscrimination Rules Eligibility Rules Table associated event flex credits Enrollments
Processing Geographic Location Elig Table to self-service Event Rules-Billing time
Eligibility Rules class Event Rules Event Rules
Geographic Locations Event Class Table Passive Event Definition
Event Rules Table Table Table
Define filling period dates
Define parameters for benefits
for benefits and COBRA
Define? Benefits Billing billing frequency and calculations
Define Calendar
Billing Parameters Identify benefits regulatory limits
Calendar Report
and the deduction codes subject
Regulatory
to the limits
Limits
Identify internal administrative Define or review COBRA Limit Table
COBRA contacts for COBRA qualifying event rules Limit Table Report
Administrative Contacts Event Rules
Benefits
Administrator
Define Family Medical Leave
Family Medical plan attributes Define open enrollment ID,
Define service steps for
Leave Act FMLA Plan Table Employee period dates, description
Coverage rates savings contribution Is there a Open
FMLA Plan Table Report Service Steps and select the benefit
or rules? matching need to? Enrollment programs to be included
Service Step Table
Open Enrollment Definition
Identify a benefits Create processing
Identify the groupings used to administration system (BAS) schedule and specify Review schedules to Setup the printer
Flexible Identify the program
segregate the employee Identify paycheck and direct group ID to be used in order to who is processed during ensure that there are no controls for creating
Spending name, status, description, Type of
population for automated FSA deposit advices forms assign participants to a the run and how they are employee overlaps enrollment forms
Accounts Create coverage and deduction and high level COBRA, processing
processing Check Form Table Create processing schedule processed Schedules Online Printing
calculation rules FSA, FMLA, and needed?
FSA Run Table Coverage and Group Identification Table Schedule Table
Calculation Rules Table eBenefits attributes
Deduction Define a snapshot ID,
Coverage Formula Table Benefit Program Table
Calculation Rules period dates, description
Record specific company car Calculation Rules Report Snapshot and specify the benefit
Define company car tracking
Company details and maintenance history programs to be included
information
Cars Car Data Snapshot Definition
Car Model Table Define benefit rate data Identify the plans to be Identify the cost structure
Allocation
Car Management Location Benefit Rates associated with the benefit associated with each benefit
Maintenance
Benefit Rates Benefit Rate Table Create, program and details such plan (deduction codes, rate
Benefit Rate Types Create Benefit update, or clone Update as coverage codes, information and calculation
Define company car engine and Create report summary Benefits Rate Report Programs program? deduction information and rules)
Company
emissions details - UK information about all of the COBRA Benefit Program Table
Cars - UK
Define Emissions Data cars in the company's fleet Benefit Program Table Benefit Program Costs
Define Engine Type Create List of Cars
Identify the rules that Create a copy of an Review program-level information

Create the text that is displayed control life events process Live Event Setup Clone existing Life Update Setup existing benefit along with the plan- and option-level
Is there a Clone program with new structure (coverage levels and Manage
eBenefits in the self-service enrollment such as Marriage, Divorce, Template Event Template Template
need to clone Yes Existing effective date deduction codes) Benefits
form Birth and Adoption life Action Items Benefit Program Clone Action Items
template? Benefit Program Clone Benefit Program
Enrollment Setup events Event Category Utility Event Category
Life Event Rules Utility Benefit Program/Plan/Options
Plan Stock
Define rewards
Compensation goals and
Manager measurements
Create Reports
Link the stock to Stock Agent Report
Define participant Specify expected
Associate stock be valued, the Stock Branch Report
Specify brokerage Create Reports Specify the financial Create Stock groups for stock rates for volatility,
Identify Exchange, Agencies Specify blackout valuation method, and Tax Rules Stock Details Report
Identify transfer and firms/branches that will Identify stock Governing Body Rules Rpt accounting standard that Define stock Define your fiscal Agreement ID processing, risk-free interest, and
Define Regulatory Identify Stock Exchange on and Brokerages to periods and the Estimate ID that Stock Tax Types Stock Exchange Report
escrow agencies handle the stock FMV methods Create stock ID Exchange Table Rpt is appropriate to your attributes year calendar for Information reconciliation, and expected dividends
Foundation Requirements which company stock is traded stock individuals represents the volatility, Stock Country Tax Stock Agreement Report
Transfer/Escrow Brokerage Table FMV Method Stock Table Transfer/Escrow Agency Rpt organization; either FAS and rules a stock ID Stock Agreement reporting for use by the Black-
Rules Governing Body Exchange Table Stock Agent Table impacted interest rate, and Stock State Tax Stock Legend Report
Agency Brokerage/Branch Table Brokerage Table Rpt 123 or APB 25 Stock Details Stock Fiscal Year Table Process Group Scholes pricing model
Rules Stock Branch Table Stock Blackout dividend rate, and the Stock Local Tax Stock Blackout Report
Table FMV Method Table Rpt Stock Table Stock Legend Table Process Groups and update for values
Stock Exchange Table volatility type Stock Fiscal Year Report
(rpt) Estimate Table
Valuation Table Process Groups Rpt
Tax Information Report
Expire variable comp plan

Process and return the share to the
Expired stock plan Allocate funds from the
Define a stock Allocate stock to variable
VC Plan Expire Variable Comp Variable Comp Fund to the
Yes plan as a variable comp stock fund
Plans Variable Comp Stock Plan
compensation plan Variable Comp Allocation
and to allocate stock awards
Options What is the Define how stock option
Plan action needed? Define and allocate Define general plan options Define payment Define rules to Define FMV and Define the
Determine the Define the vesting plan processes change
Determine the Register plan shares to treasury, stock such as types allowed, and income account for non-trading day various reasons Will stock be
number of Obtain schedules used based on HR status
Create design of the with appropriate classes and Stock Plans governing body, transferability, methods for a reacquired or rules for a stock you grant stock provided as a
shares to place approval from for granting stock changes
Plan Info stock option federal and Stock Treasury Table exercise before vest, and stock option plan unissued shares option plan options variable Create stock option reports
in the stock shareholders options Stock Action Table
plan state agencies Stock Class Table repurchase alternatives Stock Option Stock Option Stock Option Grant Reason component? Stock Treasury Report
option pool Vesting Schedule Stock Action Reason Table
Stock Plan Table Stock Option Plan Rules Plan Rules Plan Rules Plan Rules Table Stock Allocation Report
Create/Update Stock Action Rules
Create/update Options Stock Plan Report Manage Stock
Stock Stock Plans No
Plan or Purchase Plan Grant Reason Report Plans
Administrator Stock Option Plan Rules Report
Define the number of months Vesting Schedule Report
participants must hold the Stock Class Report
Identify the valuation plan Yes
Associate the stock ID to a benefit Define the purchase rules stock before they sell it Define offering period begin
type that is appropriate to a Define the FMV rules for Define the offering and
Define stock pan plan ID and define plan details, of your plan, such as Define the Stock Purchase Plan Rules and end dates, grant dates Define stock Create stock purchase plan
Decide specific stock purchase plan offering begin, grant, and purchase period lengths as Need
Purchase and allocate shares such as governing body, offering purchase price calculation contribution rules within an offering period, and purchase reports
what action is and indicate if the plan is purchase FMV. Specify how well as any applicable disposition
Plan from Treasury type, and when participants can and share and price Stock Purchase purchase period begin and end processing Stock Purch Plan Rules Rpt
needed considered compensatory to handle non-trading days. company limits rules?
Stock Plan Table enroll rounding rules Plan Rules dates messages Offering/Purchase Periods Rpt
according to FAS 123 Stock Purchase Plan Rules Stock Purchase Plan Rules
Stock Purchase Plan Rules Stock Purchase Plan Rules Define reasons for holding a Offering/Purchase Periods Purchase Msgs Hold Reason Table Rpt
Stock Purchase Plan Rules
No purchase Review Offering Periods
Hold Reason Table
Calculate and
review stock
balances
Review
Option Plan
Stock Balances
Purchase Plan
Treasury
Class
Indicate stock ID and

Identify parameters and
split ID and request
request process to View stock split
process to split stocks
Split Stock create stock split report information
with a status of
to reconcile balances Stock Split Report
unprocessed
Define Stock Splits
Process Stock Split
Manage Compensation
Award
Compensation
Line Manager Cycle Increases
Create Administer
Plan Review Salary Analyze Total
Rewards Information Compensation
Cycle Cycle
Compensation
Manager/
Administrator
Review Salary Information
Review employee salary and ranking

information
Salary
Employee Ranking by Job Code
Anonymous Ranking
Salary Structure Summary
Review employee compensation

information
Compensation View Compensation History
(Self-Service) Compensation History (Hidden)
View Total Compensation
Total Compensation (Hidden)
Employee Compensation History
Determine
Plan Rewards what to
review
Review employee compensation

Compensation information
Compensation Employee Compensation History
Manager
Review employee evaluation

information
Evaluation Job Evaluations by Grade
Job Evaluations by Grade USF
Create Compensation Cycle
Determine eligibility Determine award Calculate award

Variable Create Variable
and proration allocation amounts
Process Eligibility Process Allocation Calculate Awards
Manager
Create Review salary and variable

Compensation compensation compensation market data
Manager strategy Market Pay
Assign group to Assign tree to Assign matrix or Assign rounding Assign prorate
cycle cycle flat rate salary rule to salary rule to salary
Cycle Definition Cycle Definition Cycle Definition Cycle Definition Cycle Definition
No No
No No No Assign variable
Enable AWE and
compensation Save cycle
self-service grid
plans (VC calc or definition
Define compensation columns
Create Create Create Create Create manual funding) Cycle Definition
cycle period and plans Cycle Definition
new new configurable rounding prorate Cycle Definition
Define Compensation
group? tree? matrix? rules? rules?
Cycles
Yes Yes Yes Yes Yes

Compensation
Administrator Create new group Create new tree Create BASECOMP Create rounding rule
Create prorate rule
Run Group Build hierarchy configurable matrix Define Rounding
Define Proration Rules
Process/Security Tree Builder Utility Define Configurable Matrix Rules
Administer Compensation Cycle
Define manager event access periods

Administer Cycle Access Rules
Review cycle calculations
Administer Cycle - Summary
Compensation No
Manager/
Review and Review and adjust
Administrator Plan Fund manual VC plans Open cycle to manager’s Update delegated role Award
Run cycle build process update cycle roles funding calculations Compensation
Errors? calculations Yes Fund Cycle Manual self-service Maintain Delegated
Administer Cycle - BUILD Administer Cycle Fund Cycle by Group
correct? Plans Administer Cycle - OPEN Roles Access Cycle Increases
Roles or Individual
Yes
Review errors Correct errors
No
Check Messages Cancel Cycle
Compensation cycle
alert received Award
Review Salary Compensation
MSS Compensation &
Information
Stock - Allocate Cycle Increases
Compensation
Line Manager
Award Compensation Cycle Increases
Manager allocates
compensation values for
group
Compensation Manage Cycle Transactions Select groups
Implement changes to job/VC
ready for
Administrator implementation
Load Salary Updates and
Submit Awards
Mark Ready
Manager allocates
Review cycle plan funding and compensation values for
Delegate my compensation
Yes make updates group
cycle role
Compensation cycle Allocate Compensation
My Compensation Activities Review funding, Allocate Compensation
alert received related content Make
MSS Compensation & and historical changes?
Line Manager Stock - Allocate data
Compensation Select compensation cycle Review cycle plan proposals
and role to process Submit
No and submit for approval
My Compensation Activities Allocate Compensation
Yes
Group Manager
Review compensation
or proposals Rework Approve compensation proposals
Compensation Approve Compensation needed? No
Approve Compensation Proposals
Approval Push Back
Proposals
Authority
Award Performance Incentives
Compensation Plan Analyze Total

Manager Rewards Compensation
Compensation Identify Eligible

Administrator Recipients
Allocate Awards
Identify Goal
and Submit or Distribute Award
Attainments for
Line Manager Approve for Information
Weighted Goals
Payment
Stock
Manage
Administrator Stock Plans
Human Create Festive

Resource Advances -
Specialist SGP
Create Profit
Profit Sharing Sharing Incentives
Specialist - FRA
Identify Eligible Recipients
Identify Goal
Line Attainments for
Weighted Goals
Manager
Add employees to a plan for

ad hoc awards or review and
Create Adhoc Award adjust member eligibility
Update Group Eligible Employees by Plan
Compensation
Membership
Plans
Identify date, target payout Update eligibility status, and

Review and adjust member
formula and guarantee for calculate proration for
Employee VC plan eligibility Create variable compensation
newly hired employees prorated plans
Record Eligible Employees by Plan reports
Determine Which rule Individual's Payout Determine Eligibility
Plan Determine Budget
action to to determine
Rewards Eligibility Organization and Group Goals
take eligibility?
Compensation Guarantee
Employee VC Update eligibility status and Funds Allocation
Manager Review and adjust member
Record calculate proration for Identify target payout formula Tree Member Overlap
eligibility for plan that uses
With Groups prorated plans and guarantee by employee Tree Consistency Report
groups
Add New Add new employees to a Eligible Employees by Individual's Payout
Determine Eligibility
Employees to variable compensation plan Group
a VC Plan Individual's Payout
Tree Group Update eligibility status and calculate

proration for prorate plans
Receive a WORKFLOW Determine Eligibility
notification of a newly hired Eligible Employees by Group
employee
Identify Goal Attainments for Weighted Goals
Identify Eligible
Compensation Recipients
Administrator
Identify goal, attainment, and Allocate Awards

Identify attainment for Members of Identify attainment
Weighted weight for individual within and Submit or
organization goals Plans With for group goals
Goals group Approve for
Organization's Goals Groups Group's Goals
Individual w/in Group Payment
Identify attainments for

Determine
goals within goals Identify
the type of goal Group
matrix attainment
attainment to Matrix Goals
Matrix Goals w/in for?
Line update
Group
Manager
Identify individual
Identify attainment level Members of
Plan goal attainments for
for each goal in matrix Plans Without
Matrix Goals employee
Matrix Goals Groups
Individual 's Goals
Allocate Awards and Submit or Approve for Payment
Identify Goal
Attainments for
Weighted Goals Manually approve individual
Individual
awards
Participants
Allocate Awards by Plan
Review and/or modify

Grant Approve awards for all
the awards for Ad Hoc All
Adhoc Plan approval participants in plan
plans Participants
for? Approve Awards by Plan
Update award status to

Approval
"Ready to Submit"
Not Required
Allocate for?
Line Manager
Distribute Award
Information
Calculate target awards Calculate both monetary Notify group managers to
Allocate funds to child
VC and performance factors Using and non-monetary VC allocate awards to direct
No groups Yes
Plan for organization groups? awards reports and subgroups
Allocate Group Funding
Determine Allocation Calculate by Plan WORKFLOW
Review variable compensation

award information
Update award
Review Employee Award History
Review and status to
Calculate group Calculate Awards
Allocate funds to the modify awards Award "Ready to Allocate
monetary and non- Actual Awards
Yes highest level group for groups approval No Submit" funds to child No
monetary VC awards Variance
Allocate Group Funding Allocate Awards required? Allocate groups?
Calculate by Group Carryovers
by Group Awards by
Employee History
Group
Non-Monetary
Plan History
Yes
Approve recommended
Individual
awards for the group
Participants
manager's direct reports
in Group
Allocate Awards by Group
Management
Receive notification of Identify plan and group details
Approval Grant All
recommended awards for award approval; approve or
Authority needing approval
approval Participants in
cancel
for? Group
WORKFLOW Approve Awards by Group
All Participants Approve awards by plan

in Plan Approve Awards by Plan
Distribute Award Information
Publish the awards directly to PeopleSoft Payroll for Receive acknowledgement details of paid, rejected or
North America for validation and payout erred awards
EIP (AM): VAR_COMP_PAYMENT_REQUEST EIP (AM): VAR_COMP_PAYMENT_ACKNOWLEDGE
North American
Payroll
Publish the awards directly to PeopleSoft Global

Manage
Payroll for validation and payout
Payroll
EIP (AM): VAR_COMP_PAYMENT_REQUEST_GP
Global Payroll
Allocate Awards Notify VC Administrator
Line
and Submit or of erred or rejected
Manager Approve for awards
Payment Payroll Interface WORKFLOW
Automatically create a flat file containing

the award data, to use as input into the
PeopleSoft Payroll Interface system
Stock Grants
Publish a message that inserts the Receive grant data from Stock
stock awards into a staging table Administration
EIP (AM): AWARD_GRANT_ISSUE EIP (AM): GRANT_AWARD_UPDATE
Stock Manage
Administrator Stock Plans
Correct awards, update the

Members of
individual award status and
Plans Without
obtain approval if needed
Groups
Review details of
award rejections and Decide if
Compensation errors need to resolve
Administrator Subscription Errors errors for..
(rpt)
Correct awards for
Members of individuals in groups, update
Plans With individual award status and
Groups obtain approval in needed
Allocate Awards by Group
Create Festive Advances - SGP
Compensation Plan Analyze Total

Rewards Compensation
Manager
Approve, cancel, and/or modify the

Calculates festive advance festive advance payment by
amounts employee
Calculate Festive Advance View/Update Pymnts by FA Type
View/Update Pymnts by Emplid
Human
Resource
Specialist
Create Profit Sharing Incentives - FRA
Analyze Total
Manager
Plan
Rewards
Review entitlements and

Review
request profit sharing
Entitlements/
releases
Request Releases
Profit-Sharing Entitlements
Determine
action
Employee to take
Review/Update Review and personalize interest

Investment mode and investment options
Options Agreement Personalization
Review profit-sharing
Review extracted amounts, deductions, and
employee list and Calculate global funds, Review calculation and Review
Identify employees qualifying interest and enter fund
add additional entitlement by employee and distribution results and Entitlements
for profit sharing and import requests
employees as divide funds update values if Personal Entitlements Verify entitlements for eligible Calculate interest, send
payroll data employees and approve payment to employees and
needed Compute Global Fund needed
Extract Eligible Employees release requests update fund status
Member Distribute Global Funds Member Entitlements
Entitlements Member Entitlements Process Interest & Payment
Review and adjust
Review
agreement settings
Agreement
Agreement Personalization
Retrieves GP Settings
accumulators results or
field values of record
WP_EXT_PAYDATA
EIP (AE): HR_WP_ELIG
Profit Sharing
Create Positive Input in Global Update profit sharing fund
Specialist Payroll for payments to be status according to Payroll
Global processed results
Payroll EIP (AE): HR_WP_PAYMT EIP (AE): HR_WP_PAYMT
Review agreement and
Review results and Send payments to
Calculate interest and define personalization Approve Global
update interest employees and
update fund status deadline for reference reference periods Payroll or
calculations values by update fund status
Process Interest & periods Review external
employee Process Interest &
Payment Review Agreement Reference Period system?
Member Entitlements Payment
Review Reference Period Receive payments information
External Send payment information for
for updating fund status
Payroll external payroll system
EIP (AM): PROFIT SHARING
System EIP (AM): PROFIT SHARING
PAYMENT
PAYMENT REQUEST (OUT)
ACKNOWLEDGEMENT (IN)
Review profit
sharing reports
Individual Report
Agreement Report
Manage Benefits
Analyze Total
Compensation Plan Rewards
Compensation
Manager
Manage Benefits
Enrollment
Change Benefits
Retroactively
Bill Employee for

Benefits
Manage Company
Cars
Benefits
Administrator Manage Flexible
Spending
Accounts -
Canada
Manage Flexible
Spending
Accounts - USA
Monitor Benefits
Compliance
Build Primary Job

using Data Loaded
from External
Source
Bill Employee for Benefits
Plan Analyze Total

Compensation Rewards Compensation
Manager
Provide payment
Receive
and/or indicate the
benefits billing
Employee need for billing
statement
adjustments
Review summary information of

employee's charges for a
Manually enroll employees specific billing period
into the Benefits Billing Review Charge Details Identify adjustments to
Yes
system Yes billing charges
Enroll in Billing Summary Adjust Charges Create reports to review Manage Benefits
general account Enrollment
Review employee's charges by Distribute Receive payments information
billing period statements to directly from General Billing Audit
Rvw Charge Smry by Bill employees employee Account Accounts Receivable
By Bill Period No
Identify alternate address Information Delinquent Accounts
Period
information or place bill or Determine
Manually Update
No Yes statement on hold what to review Review
enroll? existing info? By Plan Adjustment
Request Hold/Alternate specifically No adjustment No
Type needed? Identify individual payments
Address Charges and summary? Review charge and
Review employee's charges by from a participant and Identify Review payment history
Balances payment
plan type allocate them to separate Adjustments adjustments to Payment of participants
Yes adjustments Review?
Rvw Charge Smry by Plan Type charges needed? billing payments History Review Payment/Details
Benefits Review Adjustment
Allocate Payments to Adjust Payments History Activity
Calculate charges and Summary
Administrator Partial Print billing statements for Charges
create billing records Determine Employee Yes
No charges No Balances individuals who have an
Calculate Periodic what to review
apply? Review a list of charges, active billing enrollment or
Charges No
payments, and grand totals an outstanding balance Review a summary of all
associated with an individual Payment Summary
Print Billing Statement Provide payment payments made by a
employee Reprint Statements Receive payment
Yes Review various information for posting specific participant
Review Employee Balances information from
charge and payment Provide Post Payments from Review Summary by
Calculate Accounts Payable
Processing adjustments No charges File Post Date
Identify special charges for again?
Results Review Adjustment to AR?
billing, such as, partial charges Summary
and partial bill amounts Review messages from
Enter Manual Charges calculation process and/ Provide billed charges
or create error report to Accounts
Yes
Review Processing Receivables
Messages Yes Provide Billing to AR
Calculation Error Report
Build Primary Job using Data Loaded from External Source
Plan Analyze Total

Compensation Rewards Compensation
Manager
Build Primary Job information for

Benefits one or more employees Manage Benefits
Administrator Rebuild Primary Job Flags Enrollment
Create Audit Report
Change Benefits Retroactively
Compensation Plan
Manager Rewards
Analyze Total
Compensation
Review calculation error

Error
messages
Messages
Retro Benefit/Ded Messages
Retroactive Benefits/Deduction
Determine the original benefit/
Create a Review retro benefit/ Review and delete duplicate Reports
deduction calculated using Review calculations for individual Provide retroactive benefit/deduction
retroactive benefit/ deduction request retro pay requests, if Determine Retro Ben/Ded Request Summary
payroll history and the correct employees and update deduction calculations to PeopleSoft Payroll for
deduction request information by employee necessary what to Calculations Retro Ben/Ded Calculations
calculation for the appropriate amounts, if needed processing in the next payroll cycle
Process Mass Delete Retro Ded Retro Ben/Ded Request review Retro Benefit/Ded Terminations
pay period end date Update Retro Ded Calc Results Load Retro Deds to Paysheets
Retro Deductions Requests Summary Retro Ben/Ded Load Summary
Calculate Retroactive Ben/ Deds
Retro Benefit/Ded Load Audit
Benefits
Administrator Review calculation totals for
Totals individual employees
Retro Benefit/Ded Calc Summary
Manage Benefits
Enrollment
Manage Company Cars
Compensation
Manager Plan Rewards
Analyze Total
Compensation
End
No
Create UK P11D
Identify type of company car
Information
benefit, the type of car Provide
Benefits Manage Benefits Verify P11D Information
assigned and the dates of use car benefits Yes
Enrollment Calculate P11D
Administrator Select Type of Benefits for UK?
Information
Assign Type of Car/Dates
Print P11D Information
Manage Flexible Spending Accounts - Canada
Plan
Rewards
Compensation Analyze Total
Manager Compensation
Review a summary of
Receive service and Review claim status account activity including Review specific account
provide FSA claim Flexible Spending pledge amount, balance, activity details
information Accounts claims, and payments Flexible Spending Accounts
Flexible Spending Accounts
Employee Review FSA payment
details or history
Flexible Spending
Accounts
Manage Benefits
Enrollment
Create claims for services rendered

to FSA participants CAN
Create Health Care Claim
Create Retirement Counsel Claim Create and print quarterly Close and report all
statement for FSA participants FSA accounts for
Reverse
who have had activity in one of current calendar year
Create No checks No
Create or their spending accounts during CAN
or claims?
update the current quarter CAN Close and Summarize
claims? Quarterly Account Statements Accounts
Print cheques for all
Identify the groupings Determine claim amounts to
Update claim information before Define run control for the claims with a Create a cheques register for
used to segregate the pay, deny, or pend, calculate Review claim detail
Benefits granting approval or providing
employee population for
the payment
and create FSA claim
Status of "Pay this each benefit plan year, sorted
Review claim information for employee
Update payment CAN processing cycle CAN Run" and update the according to benefits program
Administrator automated FSA payment, and issue cheques information? CAN
Modify Health Care Claim Specify Processing claim payment to and account type CAN
processing CAN for each account CAN FSA Claim Details
Modify Retirement Counsel Claim Parameters "Paid" CAN Print Cheque Register Yes
FSA Run Table Calculate Claim Payment
Print Cheques Claim
Reverse checks associated with
an erroneously entered claim
Review payment detail
Claim and back out the claim itself
information for employee
CAN
CAN
Cancel Claim/Reverse Cheque
FSA Payment Details
Payment
Reverse
Yes Review? a claim or a
Review year-to-date check?
Year-to-Date information for an employee
Activity CAN
Year-to-Date Activity Reverse FSA payment cheques
Check that were created in error CAN
Reverse Cheques in Error
Manage Flexible Spending Accounts - USA
Plan Rewards
Compensation
Manager Analyze Total
Compensation
Review a summary of
Review FSA payment
Receive service and Review claim status account activity including Review specific account
Employee details or history
provide FSA claim Flexible Spending pledge amount, balance, activity details
Flexible Spending
information Accounts claims, and payments Flexible Spending Accounts
Accounts
Manage Benefits
Enrollment
Create and print quarterly

Close and report all
statement for FSA participants
Reverse FSA accounts for
who have had activity in one of
No checks No current calendar year
their spending accounts during
or claims? Close and Summarize
the current quarter
Create Create claims for services Accounts
Quarterly Account Statements
or update Create rendered to FSA participants
claims? Create FSA Claims
Benefits
Administrator
Update Yes
Reverse checks associated
with an erroneously entered
Identify the groupings Determine claim amounts to Print checks for all the Review claim detail Claim claim and back out the claim
Define run control for Create a check register for
Update claim information before used to segregate the pay, deny, or pend, calculate claims with a Status of Claim information for employee itself
the payment each benefit plan year, sorted
granting approval or providing employee population for and create FSA claim "Pay this Run" and Review claim FSA Claim Details Cancel Claim/Reverse Check
processing cycle according to benefits program
payment automated FSA payment, and issue checks update the claim information?
Specify Processing and account type
Modify FSA Claims processing for each account payment to "Paid"
Parameters Print Check Register Reverse
FSA Run Table Calculate Claim Payment Print Checks
a claim or a
Determine Review payment detail check?
Yes what to Payment information for employee
review FSA Payment Details
Reverse FSA payment checks
Check that were created in error
Reverse Checks in Error
Review year-to-date
Year-to-Date
information for an employee
Activity
Year-to-Date Activity
Monitor Benefits Compliance
Analyze Total
Plan Compensation
Compensation Rewards
Manager
Identify information that Request the Section 129 test Perform the NDT Perform the NDT
Perform the NDT
controls testing for to identify the number of 129 Eligible Cross 129 55% average
concentration test
129 dependent care HCEs in the organization section test benefits test
Concentration
reimbursement accounts Identify Highly Comp Eligible Cross 55% Average Review savings plan election
Test
Define Test Information Employees Section Test Benefits Tests information to see if an
Individual employee is marked as
Perform
"highly compensated"
Perform tests for Section
Savings Plans
NDT 401 or 129
plans?
Review nondiscrimination
Identify the special Request the Section 401 Perform the 401(k) NDT Perform the 401(m) NDT
test results for all employees
accumulator, the company test to identify the number using the total eligible using the total eligible Review
in the 401(k) and 401(m)
401 and pay groups to be of HCEs in the organization earnings for employees earnings for employees individual or group Section 401
tests
included in the test Identify Highly Comp 401(k) Nondiscrimination 401(m) results?
Review Test Results
Define Test Information Employees Test Nondiscrimination Test
401 Testing Report
Review nondiscrimination
test results for all employees
Identify all employees who have Section 129 in the Section 129 tests
Section 415 Review Test Results
exceeded 415 limits
Noncompliance 129 Testing Report
Section 415 Noncompliance
Benefits Identify the contributions to
Administrator Determine roll over from one savings
Perform Direct rollover plan to another when
Determine type of Yes
Section 415 contributions? section 415 or YTD limits
action to take information to
Testing are met
review
Savings Plans
Identify employee standings in
Section 415 regards to Section 415 limits and No
Compliance create report
Section 415 Compliance
End
Identify and update savings plan

Update contribution limit extensions for
Limits eligible employees age 50 or more
Identify Age-50 Extensions
Review eligibility for special limit
Monitor Determine extensions, record participant
Savings Plan action to election of extensions or adjust
Extensions take contribution and earnings history
Savings Management
Calculate special limits and
extensions for 403 (b) plan
Calculate Manage Benefits
contributions
Extensions Enrollment
Calculate 403(b) Extensions
Review 403(b) Process Messages
Manage Benefits Enrollment
Elect Benefits
Employee
Review Current
Benefit Enrollment
Initiate Benefit
Manage Benefits
Enrollment Events
Provide COBRA
Benefits
Change or Enroll
Benefits Employees in
Administrator Benefits
Change or Enroll Employees in Benefits
Determine which of the Enroll employee in benefits plans

employee's dependents or Simple Plans
Manage Benefits
Assign Final beneficiaries will receive the Health Benefits
Check USF employee's final check in the Life and AD/D Benefits
event that the employee dies Assign FEGLI Beneficiaries
Assign Final Check Beneficiary (USF)
Identify dependent/
Disability Benefits
beneficiary name,
Review all dependent/ Savings Plans Manually change
address, detailed Identify dependent/
Review personnel administration beneficiary information that Savings Management an employee's
personal info and specify Identify dependent/beneficiary beneficiary
information, and employee exists for an employee Identify effective Spending Accounts primary job
employee relationship who have court orders or comments, the date
personal information for benefits Identify Review Dep/Ben Summary date and specific Simple Benefits indicator, the
Update Dependent/ Decide riders affecting benefits the comments were
eligibility Court Orders Review ABBRs benefit program TSP Agency Basic (USF) included for
Beneficiary if need to? coverage recorded, and the
Review HR/Job/Payroll Data or Riders Update ABBRs Assign to Benefit TSP Investment Allocations eligibility flag, and
Dependent Information Update Dependent/ author
Maintain Certifications Benefits Personal Data Program (USF) the include for
Assign FEGLI Beneficiary Record Dep/Ben
Employee Data Summary (NLD) Dependent/Beneficiary Leave Plans deductions flag
Beneficiaries Comments
Summary (NLD) Leave Plans - CAN/INTL Maintain Flags
Dependent/Beneficiary
Retirement Plans
Data (NLD)
USA-Pension Plans
CAN-Pension Plans
Vacation Benefits
Maintain
Record Comments Benefit Program (NLD)
Employee
Health Benefits (NLD)
Data
Pension Plans (NLD)
Benefits
Administrator Identify enrollment information
by plan type and provider
identification and create the Create Benefits Reports
carrier interface reports HIPAA
Refresh Benefit Snapshot Distribute benefits Benefit Contribution Register
Provide enrollments
Review calculation information for all Create HIPAA EDI 834 File enrollment information to CAN-Contribution Register
Review Payroll to eBenX (Supplier)
the selected employee's benefit plans No Create Health File benefits providers PI Benefit Deductions Register
Interface EIP: Supplier-Carrier
Benefits Summary (w/PI Dedns) Create Life/ADD File Transmit Enrollments to Savings Plan Allocation
Calculations Interface
Benefits Deduction Summary (NLD) Create Disability File eBenX Health Plan Participants
Create Savings File Life Insurance Participants
Review Snapshot Information Savings Investment Distribution
Identify potential employee Review Interface Run History
data error conditions related Snapshot Premium Report
Review deduction details for all an
Review to benefits Submit
employee's benefits plans
Action? NA Payroll Base Benefit Consistency enrollments for
Benefits Summary (w/Pay Dedns)
Deductions Audit USF?
Benefits Summary (NLD)
Court Ordered Coverage
Audit
Override deduction frequency and Identify enrollment information by plan

Adjust arrears amounts for individual type and provider identification and
Deductions employees create the carrier interface reports
Set Max Arrears/Frequency Ovrd Yes FEHB Carrier Interface (USF)
FEHB Clearinghouse Interface
Review FEHB Interface History (USF)
FEHB Reconciliation Report (USF)
Review Current
Employee Benefit Enrollment
Elect Benefits
Benefits
Administrator Initiate Benefit
Enrollment Events
Make plan elections:

Review and edit information
Health care plans:1x Plans
about dependents and
Receive notification Life Insurance Plans:2x Plans
View Eligible beneficiaries
of enrollment event Select enrollment event Insurance Plan Detail 2x Submit benefit plan Confirm benefit plan
Employee or enrollment and review eligible plans
Enrollments
Disability Plans:3x 5x 7x Plans
Dependent/Beneficiary
elections elections
Benefits Enrollment Coverage
exception requiring Benefits Enrollment Savings Plans:4x Plans Benefits Enrollment Submit Confirmation
Enrollment Information Dependent/Beneficiary Data
employee action Flexible Spending Plans:6x Plans
Add/Review Dep/Ben
Pension Plans:8x Plans
Dependent/Beneficiary Info
Vacation Buy/Sell:9x Plans
Initiate Benefit Enrollment Events
Review Current Elect

Employee Benefit Enrollment Benefits
Schedule the activity as Reprocess the event to a

Identify unprocessed Prepare benefit Prepare an Validate and load option Print a confirmation
a participant event and Record participant previous stage of the
Individual activity record awaiting options and enrollment statement elections to the benefit statement for the
assign the event to a election choices Benefits Administration Print enrollment forms showing participant's current elections,
Event Needing benefits processing election defaults for the participant tables for the participant participant
benefit program On-Demand Event Process eligible options, associated cost and credits, dependents/
Immediate Processing On-Demand Event On-Demand Event On-Demand Event On-Demand Event On-Demand Event
On-Demand Event Maintenance On-Demand Event Print Enrollment beneficiaries, and savings investments - reprint if needed;
Maintenance Maintenance Maintenance Maintenance Maintenance Provide COBRA
Maintenance Maintenance Notify employee of Forms for New update status to "notified"
need for Benefits
Employee Participants Print Enrollment Statements
Type of corrections and
Manage Enrollment Reprint Selected Statements
processing Review information update enrollment
Benefits Present certificate to Information Print Mailing Labels
needed? about the errors that Review summary information
self-service user
Review the benefits, Manually change an Identify schedule to be processes Results by occurred during processing information
Review employee status, Enrollment Certificate
Open Enrollment or plans, coverage, etc. employee's primary job (Open Enrollment, Event Maintenance, Schedule processing by schedule
pay group, department,
Scheduled for a specific indicator, the include for or Snapshot) the event maintenance Processing Messages Schedule Summary Identify dependent and
hours, gender, national ID Initiate Enrollment Identify a participant
Enrollment Event participant eligibility flag, and the include mode, and select or deselect eligibility Invalid Elections Rpt Identify out-of-sequence or impacted Automated beneficiary information and Update status to
and marital status and record benefit plan
(Batch Processing) Current Benefits for deductions flag debugging option events and open or close events as benefits What is the Record Election enroll dependents or "elections entered"
Review HR/Job/Payroll Data Review events that have Search participant Events No option election
Summary Maintain Flags Run Automated Event Processing Review individual needed to adjust processing order processing action needed? Choices beneficiaries in a particular Perform Election
Review the event status, been flagged as being out records and review information
participant status within Update Event Status needed? plan type Entry
event processing, and Events and of sequence, events for specific Need to Perform Election Entry
the schedule Perform Election Entry
Benefits Results by eligibility information for a Schedules disconnected or impacted
Employee Process
issues adjust?
Review? by data changes
Administrator Participant selected participant and Update Processing
Review unprocessed Review status of in- Status Rpt Revise employee election choices to
Assess plan and option-level event Report On Flagged Items Controls
activity records awaiting process historical resolve election issues Yes
eligibility based on program's Employee Event Detail Elections
processing, insert events and update Review issues Perform Election Entry
Action eligibility rules, prepare eligible involving? Verify that all participants have Load elections to Base Print or reprint the
manual events, or processing flags as Verify Eligibility Dep/Beneficiary Election Rpt Locate all participant events
required? options according to event rules Update event responded to open enrollment or Benefits tables, and credits confirmation statement for
delete unprocessed needed that qualify for termination yet
and calculate costs and credits status and event maintenance and identify to Additional Pay Tables the selected participant(s)
activities Update Processing Validate election choices, apply Review passive event Finalize have not yet been manually
Run Automated Event Processing Results for processing flags those who have not responded close Open Enrollment Print Confirmation
Review BAS Activity Controls cross plan validations, assign processing results Enrollments terminated
Passive Events Update Event Find Non-Respondents event Statements
defaults, to options in error, Passive Event History Find Terminations to Finalize
Validate Elections Review detailed eligibility Job Related Data Deployment Deployment Status Benefits Workflow Notification Run Automated Event Reprint Selected Statements
calculate costs as needed and Review eligibility reports Benefits Workflow Notification
processing results by eligibility Missing Elections Rpt Processing Print Mailing Labels
allocate credits Eligibility Eligible Participants Rpt
rule for each participant
Run Automated Event Processing Ineligible Participants Rpt
Review Eligibility Results
Provide COBRA Benefits
Receive continuation
Provide letters to
coverage election
employees and
Create initial notification letter and forms from COBRA
dependents
Create or review COBRA event triggers change participant's status to participants
associated with individual employee "notified", print and date the
Yes Primary
benefits or personal data changes qualifying event
Review COBRA Triggers Create Initial Letter
Notification Letters
Need to create
Record COBRA election,
Automated or review pending Create secondary notification letter waiver, or re-election
Enrollment COBRA event and change participant's status to
Identify qualified initial and secondary Reprint letters if information
triggers? Review error Primary or "notified", print and date qualifying
events and beneficiaries, assign needed Participant Elections
messages created secondary Secondary event and provide notification to
beneficiaries to benefit program, Reprint Selected
during COBRA event? participants how long their COBRA
No determine plan types, length of coverage, Letters
processing coverage will be extended
Enroll Type of and COBRA options, and calculate
Review Processing Create Secondary Letter
Participants enrollment? COBRA costs for each eligible option Validate election choices and
Messages
Qualify Event/Proc Enrollment enroll participants in COBRA
No
benefit plans
Qualify Event/Proc Enrollment
Establish employee's dependent as Enroll employee or
Assign employee or COBRA non-
a COBRA non-employee prior to COBRA non-employee
Manual employee to a benefit program for Review/
enrolling dependent into manual into COBRA health
Enrollment COBRA coverage Update?
COBRA coverage benefits Enroll validated and enrolled
Assign Benefit Program
Create COBRA Non-Employee Select Health Benefits COBRA participants into Benefits
Billing for elected plan types;
provide COBRA surcharges and
Identify participant's name, address, Reprocess, Identify information to adjust,
coverage dates
Non and personal, and security Identify COBRA Adjust, or reprocess, or void a COBRA event
Track Dependent and Type of Qualify Event/Proc Enrollment
Employee information benefit program Void Update Event Status
Non-Employee Info participant? Benefit
Benefits Modify Personal Information participation
Initiate Benefit Program
Administrator Participation
information
Enrollment Events Assign to Benefit Identify COBRA health Provide COBRA
Review information about the enrollment
Program benefit election
Identify a new dependent name, COBRA event and the qualified information to
Dependent address, or personal information information and COBRA beneficiaries affected by the
Health dependents of a Benefits Billing
Modify Dependent/Beneficiaries event
Benefits COBRA participant to Yes Action? Review
Review Event Summary
be enrolled in elected Event Summary Report
What is the What needs health plans Audit Report
Track COBRA Benefit
action needed? to be tracked? Health Benefits Error Report
Plan Information Review COBRA processing
Identify FSA
FSA benefit enrollment messages
Benefits information Review Processing Messages
Terminate COBRA coverage, FSA Benefits
Coverage end date
identify reason for termination,
Terminate COBRA reached or Participant
provide benefits billing system
Participants participant triggered Election
with updated information
Manage termination? Need to
Terminate Participant
Benefits Yes Review and/or
update?
Create termination letters for

End Date all participants whose
Reached coverage is about to expire No
Create Termination Letter
Create Open Enrollment forms for COBRA
participants that detail the current year
Create COBRA
Create Open COBRA enrollment information and provide
enrollment report
Enrollment Forms participants the room to designate election
Enrollment Report
and dependent changes
Create unavailability letter for Create Open Enrollment Letter
ineligible COBRA
Create Unavailability Letter
participants
Create Unavailability Letter
Review Current Benefit Enrollment
Benefits Change or Enroll

Initiate Benefit
Administrator Employees in
Enrollment Events
Benefits
Review Health Care Plan Information

Review Dependent and
Health Care Summary
Beneficiary Information
Health Care Health Plans
Health Care Dependent Summary
Health Care Dependent Summary
Dependent/Beneficiary Coverage
Review insurance plan information Review/Update Life Insurance

Insurance Summary Beneficiaries
Insurance
Insurance Plan Detail 2X (Life) Insurance Beneficiary Summary
Insurance Plan Detail 3x (ADD) Change Beneficiary Allocations
Add/Update personal information for

dependents
Add/Update
Dependent/Beneficiary Data
Dependents
Dependent/Beneficiary Summary
Review Summary of Review Savings Plan Information Review/update savings fund or

Benefits Savings Summary beneficiary allocations and
Benefits Summary View/Update? Savings Plan Savings Plan Detail contribution amounts
Dependent/ Savings Beneficiary Summary View Savings Allocations
Beneficiary Summary Savings Contribution Summary Change Savings Allocations
Process/Review Flexible
Employee FSA Spending Accounts
Initiate a life event to record the birth or

adoption of your child and/or review the
effect of this life event on your benefits and
payroll tax information Adult Child
Children
Birth/Adoption Update Dependent Beneficiary
Birth Pages
Birth/Adoption Finish
Birth/Adoption Start
Initiate a life event to record your

marriage and/or review and update
relevant benefits and payroll information
Spouse
Marriage
Marriage Start
Marriage Finish
Review event maintenance

Events
OnDemand EM
Calculate estimate of
Pension pension benefits
Estimates Pension Estimates
Manage Stock Plans
Plan Analyze Total

Rewards
Manager
Award
Line Manager Performance
Incentives
Manage Stock
Options
Track Daily Stock

Prices and
Calculate
Balances
Stock
Administrator Manage Employee
Stock Purchase
Plans
Track Daily Stock Prices and Calculate Balances
Compensation
Manager Plan
Rewards
Track Daily Stock Prices Calculate and review

Manage Stock
Maintain Daily Prices stock option balances
Options
Daily Prices Report Option Plan
Stock
Administrator
Manage Employee
Stock Purchase
Plans
Manage Employee Stock Purchase Plans
Integration (AE) with

Provide stock issuance View stock purchase PeopleSoft Payroll
instructions Report
Employee information for North America
Issuance Instructions Stock Sales
Stock Purchase Activity Provide disposition
information
Create or modify issuance and

registration instructions for Provide a disposition reported
No Process dispositions in batch
individual participants Calculate final number of through the self-service module to
Automated process
Maintain Issuance Instructions Review and calculate the shares which may be payroll
Process Dispositions-Batch Up
various prices associated with purchased by participants Confirm Self-Service Dispositions
Manual Receive
a stock purchase based on contributions Survey to determine Review information
Process mass information about Provide dispositions to Identify errors sent to payroll
Determine Purchase Price and purchase price if transaction is a Method about disposition Review a statement
updates? dispositions from payroll for W-2 that must be reversed
Process Stock Purchase disposition or a to process reconciliations summary of dispositions
plan participants, reportable income Dispositions to Payroll
transfer dispositions? Disposition Disposition Receipts
Yes transfer agents, or Dispositions to Payroll Reversals
Request stock purchase Review the results of a Surveys Confirm a purchase then Verify holding period and Reconciliation
Change brokerage choice for a brokers
processing to convert the Review currency Method to participant's purchase after Review Purchase Results record a participant's determine if the disposition is or is
group of participants Review Confirm Stock Purchase Manually
Yes foreign contributions into conversions No calculate calculation Review Participant Summary stock sales not qualified
Update Mass Issuance contributions? Confirm Stock Purchase
the stock currency Currency Conversion price? Review Participant Summary Review Messages Dispositions Dispositions
Review Mass Issuance Messages Review or
Process Stock Purchase No Purchase Summary
Create or update participant's adjust?
Yes enrollment information
Review Purchase Participation Integration (AE) with
Administer Define purchase Review processing results PeopleSoft Payroll for
Issue shares in
Stock information for a Review or update enrollment Request stock purchase Enroll Review Messages Review purchasing results, Create reports for North America
Identify participant stock certificate,
Purchase specific plan, period information processing manually or the offering periods for a Transfer Agent and Provide ordinary
contributions that are not deposit with Create purchase Review purchase reports
Track Daily Stock Plans and offering Review Purchase Participation Process Stock Purchase adjust? No Calculate various prices Unconfirm selected stock ID, stock plan Broker income
provided automatically No broker, or hold in receipts Stock Activity Summary
Prices and Stock Purchase Yes associated with a stock purchase? and their related purchase Broker Deposits
through PeopleSoft NA Automated escrow until Purchase Receipts Purchase Summary
Calculate purchase Identify participants without periods Transfer Agent
Payroll Need restrictions are
Balances Process Stock Purchase stock purchases Review Offering Periods Instructions
Manual Create Manual Contributions to review? met
Stock Participants w/o Purchase
Administrator Method Yes
Create Stock Purchase Plan Reports
to collect
No Plan Summary
contribution
Review processing errors Unconfirm Stock Purchase Limit Summary
info? Review participant contributions Contributions Provide
Automated Request stock purchase Review and adjust contributions Messages Report Purchase No Stock Activity Details
Review Residual Contributions need Correct errors refunds?
processing (gather Review Contributions Create Query Reporting Table Unconfirm Stock Stock Activity Summary
Review Contributions adjustment Income/Taxes
contributions only) Review Residual Contributions Purchase
Process Stock Purchase Contributions Income/Taxes Reversals
Designate individuals subject to

Verify Stock Plan View employee personal Contributions are
Need to SEC Section16 reporting and Yes
Participant profile information gathered from Reverse participant's previously
administer? Regulation S-K proxy
Information Review Personal Profile PeopleSoft Payroll Yes processed refund
Maintain Insiders
for North America Identify Reverse Refunds
Create refund Review the status
contributions to
information for the of refunded Reverse refunded
refund
selected contributions contributions contributions
Select Refunds
Process Refunds Review Refunds
Yes Review Refunds Create refund reports
Launch Black-Scholes Refund/Carry Forward
Create report to identify No
Calculate actual contributions model to calculate fair Calculate purchase expense Refunds to Payroll
Value Stock missing valuation Integration (AE) with
for a stock offering value per share for specific periods Refunds to Payroll Reversals
Purchases records PeopleSoft Payroll for
Estimate Contributions Report Create Offering Valuation FAS 123 Purchase Expense
Valuation Audit Report North America
Offering Valuation Report
Provide information on
contributions to be
refunded
Compensation
Manager
Analyze Total
Compensation
Manage Stock Options
Award Review employee

Performance stock options
Line Manager Incentives Employee Stock
Option Sum
View stock option

Receive information Provide stock Request to Request to sell
notification of Stock Option issuance instructions exercise Report
Optionee or transfer
stock option grant Summary Stock Issuance Instructions options Stock Sales
stock
Option Activity
Receive Receive
Award grants to optionees Review grant processing
approved VC information about
Variable Review Unprocessed VC Review Grant Messages
stock awards dispositions from
Compensation Awards Variable Comp Message
EIP (AM): Provide grant data optionees, transfer
Create VC Grants Report
AWARD_DATA Create or modify issuance and agents or brokers
to variable
Process mass registration instructions for
No compensation plan No Integration (AE) with
updates? individual participants
EIP (AM): GRANT PeopleSoft Payroll for
Decide Maintain Issuance Instructions
DATA North America Provide
Grants if creating grants disposition information
using?
Identify general information about Create a vesting

Adjust granted Change the brokerage choice for a
grant such as status, date, shares schedule and validate Create report providing
Manually Adjust grants? Yes options group of participants Provide a disposition
granted, reason, and price ISO limits Yes Process dispositions in batch detailed information about a
Modify Grants Update Mass Issuance Method to reported through the self-
Maintain Grants Maintain Grants process disqualified disposition for
Review Mass Issuance Messages process Automated service module to payroll
Process Dispositions-Batch optionee to use with income
dispositions? Confirm Self-Service
Up reported on W-2 form
Disposition
Disposition Receipts
Issue the shares in Review summary or exercise Provide report of all W-2
Identify the number of Specify how the transfer a stock certificate, Provide report of all voided
Calculate the total cost due Identify certificate and release transaction income generated from
Verify that the grants to shares exercised and the Calculate the taxes related agent is to issue Record fees and Record payments made electronically Create reports for the Review the future vest dates disqualifying dispositions for
Verify that daily prices to the company for the information, brokerage Stock options Provide options information, identify disqualifying dispositions not
exercise are active and methods for calculating to the exercise manually or exercised shares and commissions that the to the company on the deposit them with a Transfer Agent and Broker for restricted exercises to which W-2 income that was
are current exercised shares and instructions, escrow restricted and to exercise receipts Manual disqualifying dispositions reported through PeopleSoft
not pending the costs and taxes due by utilizing integrated specify the legends to optionee pays to sell exercise and view stock broker, or Transfer Agent Instructions determine when restricted No calculated was sent to
Maintain Daily Prices related taxes and record information or registration be released when Exercise Maintain Dispositions Payroll for North America to
Exercise Options based on the exercise processes with NA Payroll display on issuance exercised shares outstanding balances hold in escrow until Broker Deposits shares can be released payroll
Daily Prices Report swap and trade information and address information vested? Receipts Release Disposition the Payroll Administrator
Exercises-Hidden date Exercise Options instructions Exercise Options Exercise Options the option meets Broker Invoices Restricted Vesting Forecast ISO DD to Payroll Reversals
Exercise Options Exercise Options Exercise Disposition ISO DD to Payroll
Exercise Options Exercise Options restrictions, such as
vesting
Integration with PeopleSoft Integration (AE) with
Payroll for North America PeopleSoft Payroll for North
Yes
America
Provide ordinary income for
Yes disqualifying dispositions for
View the existing inclusion on W-2
Instruct the escrow agent to
release transactions for Identify tax due to the Identify certificate Record fees and view Create reports for the
Calculate the taxes related Record payments release restricted shares from
the grant and identify/ Optionee company if the optionee information, brokerage net proceeds that the transfer agent Provide release
to the release manually or made to the company the escrow account and return
update basic filed an 83(b) did not pay taxes at the instructions, escrow optionee receives for a Broker Deposits receipts
No by utilizing integrated on releases and view them to the transfer agent for
parameters of a release election at the time of time of exercise and information/registration Same Day Sale or Sell Broker Invoices Release
processes with NA Payroll outstanding balances re-issuance; instruct the
of restricted shares exercise? record trade information and address information to Cover Release Transfer Agent Receipts
Release Options Release Options transfer agent to reissue the
Release Options Release Options Release Options Release Options Instructions
shares released from escrow
Releases-Hidden
Integration with
Track Daily Stock PeopleSoft Payroll for
Prices and North America
Calculate Balances
View employee personal

Designate individuals subject to SEC
Decide profile information
Verify Stock Plan Section16 reporting and Regulation S-K
if need to Review Personal Profile
Participation proxy requirements
administer Add a Person
Maintain Insiders
Modify a Person
Grant transactions
Shares Granted
Stock Shares Exercised
Shares Cancelled
Administrator
Shares Released
Shares Repurchased
Receive notification to Review information Identify the grant number in Provide payment
Identify repurchase Create receipt
reacquire shares from on shares to eligible order to review repurchase instructions and
information including status, for optionee
Option Repurchase restricted exercises for repurchase transactions details to Regulatory
date, and number of shares Repurchase
due to a termination, Subject to Repurchase Options Accounts Plan Summary
Repurchase Options Receipts
prior to vesting Repurchase Repurchases-Hidden Payable Common Transactions
Yes
Potential Diluted
Disclosure Summary
Outstand/Exercisable By
Price
Yes
Review repricing Reverse
Correct
messages repricing Stock Activity
Print reprice Election Yes reprice Create stock
Determine Identify participants' Review Reprice Reverse Yes Stock Activity Summary
forms and send to plan Reprice grants Review reprice errors option reports?
Reprice stock options participants' elections to be Errors exist Messages Repricing Stock Activity Details
participants for their according to processing
Option Reprice Define Stock eligibility for included or excluded that require
acceptance specified criteria results
Repricing repricing in the stock repricing correction?
Create Reprice Process Repricing
Determine Eligibility Participation View stock reprice
Election Forms Expense
No information
Variable Accounting
Repricing Report Yes
Accrual
APB 25 Expense
Review Reprice Messages
Repurchase
Repurchase Stock
Request stock action Stock Reconciliation
processing Income/Taxes
Receive notification of Yes Income/Taxes Reversals
Process Stock
employee HR status Action-Work List ISO DD to Acctg/Tax
change, such as a Review, by optionee, the
Stock Actions termination or return Review stock amount of the $110,110 ISO
Using action results Create limit used each year for every
Resulting from from leave of absence, Action?
automated process Review Stock Reports ISO grant and the remaining
Employee and need to
through worklist? Action Messages available value for each year
Status Changes incorporate changes
with stock plan ISO Limit
participation Adjust stock actions
WORKFLOW No Process Stock
Action-Manual
Reverse the Stock Action
No
No
Specify expected rates for Link the stock to be valued, the Specify the Stock ID,
Calculate weighted average Review historical volatility Review the options that
Identify the records and Create option groups volatility, risk-free interest, valuation method, and the Valuation ID, and Review the valuation Specify the Stock ID, and Identify missing
expected remaining life for of a stock to assist in meet the selection
Identify Identify risk- Review or fields that are available to and define the criteria and expected dividends for Estimate ID that represents the expected life years for the results for a particular Select the grants for which valuation records for Create reports
FAS 123 outstanding shares of option and determining the expected criteria, make Reverse a
expected free interest update option Yes users when creating and for selecting options use by the Black-Scholes volatility, interest rate, and grants you wish to value employee and grant Yes you want to reverse the stock options Reprocess No FAS 123 Option
Compliance derive expected term input for volatility for the future adjustments and/or valuation?
dividend yield rate groups? viewing option groups for the option group pricing model and update for dividend rate and the volatility and perform stock option Maintain Grants valuation process Valuation Audit Expense
Black-Scholes model Expected Volatility finalize
Option Group Security Define Option Group values for current period type for the current period valuation Grant Valuation Report Reverse Grant Valuation Report
Expected Life Years Analysis Report Define Option Group
Estimate Table Valuation Table Process Grant Valuation
Yes
Measure
Compensation Reward Analyze Total
Manager Effectiveness Compensation
Manage Pension
Measure
Compensation Reward Analyze Total
Plan Rewards
Manager Effectiveness Compensation
Review Employee
and Plan
Information
Administer Service
Purchase
Create and Create Pension

Determine Current
Distribute Payment Regulatory
Pension Benefits
Pension
Administrator
Track Domestic
Relations Orders
Update Pension
Data for Rehired
or Deceased
Participants
Review Employee and Plan Information
Plan Measure Analyze Total

Compensation Rewards Reward Compensation
Manager Effectiveness
Review address , phone

Review employee's
Review employee's number, and personal info Review and/or update
work history, current
address and phone for each of the employee's dependent/beneficiary name,
Employee job data, personal data
number dependents and address, and personal
Personal Info and pay data
Review Employee beneficiaries information
Review Employee
Information Review Employee Update Dependent/Beneficiary
Information
Information
Review complete Review employee's

Review chronological
history of the action and reason
history of the
Employee employee's history to verify
Action? employee's salaried/
Job Info compensation rate and termination or
hourly status
employee type retirement
Review Job History
Review Job History Review Job History
Identify benefit plan, participation,

employee minimum benefits, and
Benefits
Pension startup values
Administrator Update Employee Plan Data
Identify non-spouse
Non-Spouse
beneficiaries
Beneficiaries
Plan Beneficiaries
Review/Update
Review or Primary Override primary job
Participant
update? Job Override Primary Job
Plan Information
Review pension status and plan
dates, eligibility, balance, and
History participation history, service
dates, and account details
Review Plan History
Review employee pension
status history or make
Status manual changes to the
pension status
Identify Pension Status
Review dates, payments, and

Balances totals for benefit plan
Review Balances and Totals
Administer Service Purchase
Yes
Generate Open
Financials Update Payment
Items
Administrator Review Integration
Plan
Review Payments
Messages
Employee Eligibility Service

Service Purchase Notify Member of
Verification Form Employee Makes Agreement
Employee Request Notification
Payments
Estimate Results
Create Service
Purchase Request
Elect to
Select
Purchase
Purchasable
Service – Leaves No
and Withdrawals
Yes
Yes
Determine Determine Service
Create Estimate Calculate Cost
Eligibility Amount to Determine Calculate Benefit Submit Estimate Validate Elections
Process Select
Select Purchase Payment Options Select Select Select
Already in the Select Purchasable
Purchasable Select Select Purchasable Purchasable Purchasable Expired
System Purchasable Service
Service Purchasable Purchasable Service Service Service
Yes Service
Service Service
No Create Service
Purchase Request Is Member
No No
Select Eligible
Purchasable
Pension Service – Service
Administrator Unknown to Request
System Employment No Cost to
Create Estimate
Verification Purchase
Report
Verify Employment Yes
Select Purchasable
History
Service
No
Update Employee
Apply Service
Accounts Evaluate Rule to
Service
Update Employee Apply Service
Adjustments
Plan Data
End of Process
Processed in
Payroll Create Deduction
Payroll
Administrator General Deduction
Calculate Payroll
Determine Current Pension Benefits
Compensation Plan Rewards

Manager
Adjust Calculation Maintain

Employee
Parameters Personnel
or Job Data
Records
Determine or verify Review a summary
Review summary
plan eligibility and Identify individual calculation of the calculation
Identify Human Review or update an Calculation results for a specific
participation history, components to calculate results
Resources employee's calculated Summaries calculation
update service, update Yes specific results without running Review Calculation Benefits Manage Benefit
Status Changes service credit Create Worksheet
pension statues and through an entire calculation Results Information Enrollment
that Impact Update Employee Plan
plan dates Define Calculation
Pension Benefits Data
Request Process
Review Process Review 415 limits to Review detailed
Review personal Review employee Resolve
an employee's results for a Payroll
data, calculation information that may Calculation Review? Manage Payroll
Calculation combined pension specific Information
summaries, and have affected the Issues
Review or update Retrieve and Details benefits from all calculation
Add or subtract detailed calculations calculation
employee's consolidate payroll plans Create
Adjust individual numerical values from Review Main Results Review Main Results
Retrieve consolidated earnings, data for calculations Yes Review Main Results Worksheet
Identify the plan Identify override calculations? function results
Payroll Information hours, or contributions and contributory plans and plan-specific values for Define Calculation See section titled:
Review Consolidation Request Process information on specific Using Pension Update Pension
Results Review Process Review detailed information Information
No ages, dates, and calculation individual calculation Participant
Social Security about how the employee's Social
overrides components components? Information
Benefits Security benefit was calculated
Define Define
Review messages Create Worksheet
Review or update an Update employee Calculation Calculation No Calculate pension Review processing Review cash balance account and
and errors
Update employee's contributory according to information for a account results
Using groups No Review Review? Account Details
Contributory Plan contributory account balances specified parameters specific calculation Cash Balance Account
for calculation Processing
Account Balances Update Employee Request Process Request Calculation Review Calculation Employee Account Create form letters to
Messages Review plan participation Document
Plan Data Review Process provide pension
and eligibility results elections and
Plan benefits information
Plan Participation Terminated correspondence
Pension Information Employees
and election options
with participants
Identify employee Plan Eligibility for participants
Administrator Review or update an Update employee Identify Plan Admin Info Action? Capture
group for Identify benefit Participation Ben
Update employee's cash cash account Yes Comments
calculation Assign activity list plan, calculation Selection
Action? Cash Balance Plan account information balances Create Group List Create Notifications
Account Balances Update Employee Request Process to participant and name, and Create
Review detailed calculation and Track
Plan Data Review Process periodically identify pension related notifications
results Correspondence
completed activities comments for?
Calculation Inputs with Participants Create form letters to
Detailed Assign Activity List Capture
Benefit Calculation provide pension Document
Calculation Comments
Optional Forms benefits information, elections and
Results correspondence
Archive payroll Vesting Service Eligible payment schedule and
data for future use Results Final Retirees election options for with recipients
Archive Average Earnings Capture
in calculations recipients
Payroll Data Comments
Request Process Participation Ben
Review Process Update calculation tables Provide pension Selection
Provide Pension
30 Year T-Bond Rates Review age adjustment and estimate to
Estimate Information
401(a)(17) Limits death coverage factors for participant
415(e) Limit Factors retirement
Consumer Price Index (CPI-W) Age Adjustment Factors
Update Calculation Delayed Retirement Credit Death Coverage Factors
Tables Disability Drop Years
Federal Midterm Rates
Max Taxable Wage Base Review benefit eligibility
National Average Wage results
PBGC Rates Benefit Eligibility Specify the calculation to protect in
Eligibility Benefit Calculation Create and
Delete calculations Section: Calculate Section: Calculate order to prevent anyone from deleting
Delete Pension Results Employee Paid Benefit Archive and Protect Distribute Payment
Request Process Pension Benefits and Pension Benefits and the results, modifying the calculation
Calculations Covered Compensation Benefit Calculation Information
Review Process Validate Results Validate Results parameters or rerunning the calculation
Beneficiary Information Protect Calculations
Social Security
Create and Distribute Payment Information
Identify employee's
optional form Identify benefit plan Identify payee's new
Yes selection and record number job record
Employee Update Payee Job Yes
Identify Optional Create for payee; review or
Form New Payee update personal or Data
job information Payee Pers/Job Data
Create Payee Verify payee
records Create
Decide if Review Payee an additional
Review/ Identify payee is? Cross payee?
Review a list of all the Action? Identify personal
Update optional Reference
Payee forms? payee records information such as Identify benefit plan
associated with a name, address, information that
No determines eligibility
particular employee Update gender, marital
Determine Current Review Payee Cross Payee status, and National Beneficiary for retiree benefits
No
Pension Benefits Reference ID Update Payee Job
Update Payee Data
Personal Info Payee Pers/Job Data
Action?
Using Create payment schedules
Automated using automated processing
Processing Request Payment Schedule
Track Domestic Identify other

Create Create payment-related Decide Apply Identify one-time payment
Relations Orders Payment schedule?
Pension information if need Off-Cycle adjustment
Identify Payment- to? Adjustment Make One-Time Adjustments
Administrator Identify payment Related Info
schedule, scheduled
amounts, descriptive and
Manually funding source Identify active employee record
information about the Adjust number and benefit plan and
payment Contributions indicate withdrawal details
Create Manual Schedule Withdraw Contribution
Calculate retiree cost of living

adjustments and schedule new
Calculate
payment amount for employees
COLA
receiving benefits
Calculate COLA
Review total payments issued

Create preliminary during the scheduled period, Extract trustee Review trustee
Setup pay payments Research and employee-level break down of the information including Review trustee information
No Create Pension
calendar? Create Retiree resolve issues payments issued, and rollover payment-related summary including payment-
Regulatory
Payments details information Review Trustee related information
Information
Review Payment Results Flatfile Trustee Extract Extract Summary Review Trustee
Review Payment Results Report Online Trustee Extract Extract Content
No Payment Rollover Report
Yes
Review preliminary
Identify pay
payment information
periods for a Ready to Confirm and finalize
by period and
particular plan confirm Yes payments
employee
Set Plan Pay payments? Create Retiree Payments
Review Payment
Periods
Results
Create Pension Regulatory Information
Create year end statutory

information
Actuarial Valuation Extract
Form 5500 Participation Cnt
Plan Summary
Create and
Pension Distribute Create or
Identify defined contribution
Administrator fraction and 415(e) limit
Payment update?
415(e) Limit
Identify yearly social security

earnings
Yearly Soc Sec Earnings
Measure
Reward Analyze Total
Effectiveness Compensation
Compensation
Manager
Track Domestic Relations Orders
Compensation
Manager
Plan
Rewards
Adjust benefits and override

No calculation elements
Update Employee Plan Data
Receive court
Identify receipt of a Assign activity list to Review pension history
instructions to pay Track all communications
domestic relation order and participant and Identify the amount to determine if the
a specified portion between organization, Benefit Create and
related activities, and once identify completed awarded to the participant has been
of an employee's employee, spouse and payments have Distribute Payment
determined, verify that the activities to qualify alternate payee receiving payments
benefit court commenced? Information
order is qualified Assign Activity List Administer QDRO Update Employee Plan
to an alternate Capture Comments
Create DRO Define Activity Lists Data
payee
Make payment adjustment to
recipients benefit to comply with
Yes
court order
Pension Make One-Time Adjustment
Administrator
Update Pension Data for Rehired or Deceased Participants
Measure
Compensation Plan Reward Analyze Total
Manager Rewards Effectiveness Compensation
Review pension history to

determine if the participant has
been receiving payments, and if
needed, discontinue payments
Create Manual Schedule Prorate pension benefits if
Review pension history to
employee is deceased prior
determine if the deceased Decide if
Beneficiary to being eligible for
Rehired participant has been receiving in payment No
on Record payments
Participant payments cycle?
Update Employee Plan
Data
Review address, phone number,
Identify recently rehired or and personal info for each of the
deceased pension employee's dependents and Make
Deceased Decide if
recipients beneficiaries adjustment
Participant there is?
Request Process Review Employee Information for a... ?
Review Process Plan Beneficiaries
Review Payee Cross Reference Verify that elections for
payment have been
Review pension history to Yes recorded
determine if the participant Update Employee Plan
No has been receiving payments, Data
Beneficiaries and if so, discontinue
Exist payments
Pension Create Manual Schedule
Administrator
Need to track Correspondence with Beneficiary Recipients
Create form letters to

Document elections
provide pension benefits
Terminated and correspondence
information and election
Employees with participants
options for participants
Capture Comments
Participation Ben Selection
Assign activity list to Identify benefit plan,

participant and calculation name, Create
periodically identify and pension related notifications
completed activities comments for?
Assign Activity List Capture Comments
Create form letters to

provide pension benefits Document elections
Eligible information, payment and correspondence
Retirees schedule and election with recipients
options for recipients Capture Comments
Participation Ben Selection

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PeopleSoft Human

Capital Management 9.2

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