Friday, August 22, 2014

Hiring a Person in PeopleSoft

No offense but most of us especially beginners think that hiring in PeopleSoft means adding a person through 'Add a Person' page (Navigation: Main > WFA > Person Information > Add a Person) followed by adding a organization relationship. But, there is more to it.

Just think of yourself when you were hired in the organization where you are currently. You would probably have:
  1. Gone through an interview process
  2. Joined the organization on a given date
  3. Gone through the document verification process
  4. Added the bank account details for salary credit
  5. Have give benefit choices and provided the dependent/beneficiary details
  6. Provided the emergency contact details
  7. Updated the other personal details
This is a very generic list of the steps to complete post joining in the hiring process, it might have some additional steps specific to organizations but the question is, how do we track the progress of all these steps in PeopleSoft ?
And the answer would be through Checklists. But before we get into that, we first need to understand how a person is added in PeopleSoft.

Please also see
Simplified Way to Provide a Page Access in PeopleSoft
Understanding Dynamic prompts in PeopleSoft
Implementing parallel processing using Application Engine in PeopleSoft
Adding and Maintaining Person Of Interest in PeopleSoft
PeopleSoft Set Control Field
Peoplesoft Row Level Security Search Records
SQL Query for Max Effective (MAX (EFFDT) dated row from JOB table
PeopleSoft Set Control Field Concept and Tableset Sharing 
Understanding Future dated security in PeopleSoft 
PeopleSoft 9.1 Person Model
PeopleSoft HRMS Online Training

As far as I know, there are three delivered way of adding a person in PeopleSoft:
  1. Candidate Gateway and Talent Acquisition Manager (TAM & CG)
  2. Template Based Hire
  3. Add a Person Page
Below diagram shows how the data flows up to the Person Model tables through different channels when a person is added in PeopleSoft.



Lets understand each of the above methods in detail.


Adding a Person through TAM & CG in PeopleSoft

As shown in the diagram, in this method an applicant is:
  1. First added in TAM i.e the applicant's biographical and organizational data is added in TAM (Navigation: Main > Recruiting > Find Applicant).
  2. Then someone from HR routes the applicant's data to Add a Person page through Manager Hires page (Main > WFA > Personal Information > Manage Hires).
  3. And finally the applicant's data is added in various tables through Add a Person page (Main > WFA > Personal Information > Add a Person).

Adding a Person through Template Based Hire in PeopleSoft

In my view this is the most convenient way of adding a person in PeopleSoft as it has just one page that we have deal with and this page is called template. But before we could use this template, we have to first design it using setup pages.
At the moment however, we will assume that the template is already designed and its ready to use. We now just have to open the template (Navigation: Main > WFA > Template-Based Hire > Template-Based Hire), fill in the applicant's Biographical and Organizational details and then click on the button 'Save and Submit' which will directly load the applicant's data into various person model tables.
Done.!! Person is added in just one click.


Adding a Person through 'Add a Person' page in PeopleSoft

In PeopleSoft, we can add a person without having to add organization relationship for that person. This is the first page when we begin this process where we supply the biographical details (Name, Gender, Marital Status, Address, National ID, Contact Details etc...). A person without an organizational relationship is stored as POI. In other words, when we add a person through this page and we save the person without adding any organizational relationship then this person is stored as a POI. For more details on POI please visit the link Adding and Maintaining Person Of Interest in PeopleSoft

Lets add a person using this (Navigation: Main > WFA > Personal Information > Add a Person) page by following below steps and understand various aspects in this hiring process.

Step 1: Adding Biographical Details

When we add a person there are two types of information we provide to the system, biographical and organizational. The page that we use to add biographical information isn't difficult to understand. Anyone can easily understand significance of each and every field, what are all the underlying tables where biographical information is stored. Please refer to the pages Adding and Maintaining Person Of Interest in PeopleSoft and PeopleSoft 9.1 Person Model to understand how the biographical detail's are filled and what are all the underlying tables where these details are stored.


Step 2: Adding Organizational Details or Creating an Organizational Relationship

In the previous step, if we just saved the person without creating any organizational instance then the person would be saved as POI by default but our objective here is to create an Organizational Relationship for the person there we are in the process of hiring. So please visit the following article - Creating an Organizational Relationship in PeopleSoft

Step 3: Completing other tasks through Person Checklists

Visit the following article Understanding PeopleSoft Checklists

 
After all these steps are completed then the person will be considered as Hired.


Please also see
Simplified Way to Provide a Page Access in PeopleSoft
PeopleSoft Set Control Field
Adding and Maintaining Person Of Interest in PeopleSoft
Unable to See Future dated transactions in Job Data page in PeopleSoft
FTE For Multiple Jobs in PoeopleSoft
Part Time/Full Time, Regular/Temporary and Contingent Workers in PeopleSoft
Understanding Component Interface in PeopleSoft
SQL Query to Find Direct Reports for a Manager in PeopleSoft 
How to find the List of Users Assigned to a Role
How the FTE is Calculated in PeopleSoft
Understanding Future dated security in PeopleSoft
How to Resolve a Row Level Security Issue in PeopleSoft
Part Time/Full Time, Regular/Temporary and Contingent Workers in PeopleSoft 
'Override Position Data' and 'Use Position Data' Option in Job Data Page 
How the Various Date Fields on Employment Data Page are Updated 

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  3. I need to use a Component Interface in PeopleTools 8.51.10. Is there a standard delivered one I can use?

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    Replies
    1. there are delivered CIs to add Personal Data (Add a Person component) and Employment Instance (Add an Employment Instance).
      For personal Data - CI_PERSONAL_DATA
      For Employment Instance - CI_JOB_DATA_EMP

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