Sunday, October 28, 2012

PeopleSoft Absence Management v9.1 - Navigation Guide

The navigation maze!
With the myriad pages available in PeopleSoft HCM, navigating through the system and finding the correct page for your requirement can be confusing at times. This is especially true for HR and IT super users of the system, who need to use as many features of the product as possible, to support their customers effectively.
Sensing this need, we have brought out a 'Navigation Guide' for PeopleSoft Absence Management v9.1. This easy to use spreadsheet is organised into different worksheets based on role and summarises the most important navigations in PeopleSoft Absence Management. Our focus has primarily been on summarising the important navigations for the HR Administrators and the IT team maintaining a PeopleSoft navigation. During our interactions with both these teams, we commonly get asked questions like, 'In which Absence Management formula is this variable used?', 'How do I exclude an employee from Absence Management processing temporarily', 'How do I troubleshoot an absence management formula', 'Where do I see the approval details of an absence request' etc.

This navigation guide is an attempt to summarise the important functionalities and it's navigations in PeopleSoft Absence Management, grouped by operational roles.
In the current version, navigations are summarised for the following roles:

1. Employees
2. Managers
3. Absence Administrators
4. IT Team (with links to setup and troubleshooting pages)

Here are some screenshots of the guide -

Figure 1 - A snapshot of the links under the Troubleshooting worksheet. These are pages available within PeopleSoft Absence Management, that can be used by the IT team to troubleshoot issues.

You can download a copy of the navigation guide from here -

For questions/suggestions and clarifications, reach out to

Thursday, October 18, 2012

PeopleSoft HCM Security Fundamentals - Future Dated Security and Actions

Assigning Paygroups to employees in Job data is a required task in a PeopleSoft Payroll/Absence Management implementation. A common issue we have seen being reported after this activity is that business users have lost security access to certain employees after the paygroup assignment job. More often that not, we have seen that this issue can be attributed to the 'Actions that trigger future dated security' setting in core HR row level security. This setting controls whether a user has access to an employee becoming effective under the user's row security critiera in a future date. In the 'Actions that trigger future dated security' setup, the actions in Workforce Administration module that trigger the insertion of a future effective dated row into the security tables can be setup. Only those actions that are present in this setup page will enable future dated security.
In the case of paygroup assignment, it is required to use the action, Change of Pay System (PSF) for a number of customers and this action is not in the list of delivered actions that trigger future dated security. So, a miss to add this action in the security installation settings can cause row level security issues. We have also noticed this during Workforce Administration implementations, after data conversion of Job data.
We always recommend adding this check as a step in the data conversion activities, so that this is tracked effectively.

Saturday, October 13, 2012

The story of Abhishek and Teach for India

I've been sharing my learnings on PeopleSoft through this blog for the last many years. I've always thought of this blog as something pedagogical - afterall its the passion to share whatever little I've learnt, that has kept this blog going!
It is indeed easy to sit in a cozy corner of your room, type away on the laptop, create a blog post and pride yourself at the fact that you are 'giving' back to the community! Those little virtual pleasures that we have! In contrast stands the true heroes who yield to a higher calling, give away the comforts of an air-conditioned office and truly give back knowledge to the community.
Today, I want to introduce to you the amazing work being done by my junior from college - Abhishek.
Abhishek left his corporate job over a year ago and started teaching under-privileged kids in India, under the Teach for India program. Today, he is teaching a class of 70 students in the Karmaveer Bhaurao Patil English School in Mumbai.

Abhishek is looking at raising around 76,000 Indian rupees (around 1500 USD/1100 EUR/900 GBP) for his class towards stocking a better library, procuring stationery,funding for national level tests etc. The good news is that they have already been able to collect close to 44% of the target figure.
Through this post, I want to reach out to my readers with a plea to help this wonderful cause and make a difference at the grassroot level! I am sure it will be a life changing experience for the kids in Abhishek's class.
You can make your donations here and a donation of as little as 25 USD can cover the expenses for 1 student for 5 months. Come, make a difference!

Jiju Vengal.