Flashin Leather - PeopleSoft 9.1

Peoplsoft Modifications: Bolt-ons or delivered objects

nospam@example.com (Flashin Leather) — Tue, 13 Jul 2010 12:50:00 -0700

Customizations to delivered objects present an on-going maintenance issue.

So, if you customize a delivered piece of code or a page or a component, when you upgrade (or even just apply a bundle that updates that object), it is going to overwrite the object with the newly delivered version, then you are going to have to go back in and reapply your customization.

Bolt-on objects are just brought forward in an upgrade. So for example, the custom page you have in release 8.9 will come through the upgrade looking exactly like it did in the upgraded 9.1 database. So from the perspective of not having to continually reapply your modifications to delivered objects once they get updated in a fix or upgrade, bolt-on objects are easier to maintain.

However -- the catch is that the bolt-on object still has to be tested and may or may not require re-development. It may point to or relate to delivered objects that have changed or disappeared, so from this perspective, there may be effort to redevelop your bolt-on objects too.

To my mind, though, there is less effort involved with custom-added (bolt-ons) because you may or may not have to do anything to your bolt-ons depending on what you find in testing, but with modification you are always advised to take the newest delivered version of a PeopleSoft object, then reapply your modification to it.

Set Trace on PeopleSoft 9.1 Login pages

nospam@example.com (Flashin Leather) — Thu, 01 Jul 2010 14:30:07 -0700

From the login page type trace=y at the end of the url.

https://diverseyhr.oracleoutsourcing.com/psp/PJDI2J/?cmd=login&languageCd=ENG&trace=y

Set up CI security for Userid

nospam@example.com (Flashin Leather) — Thu, 01 Jul 2010 14:27:38 -0700

Open up the userid that you are using to run the Excel to CI.

People Tools > Security > User Profiles

Go to the Roles tab.

Click the View Definition link next to any role.

Click on the Permission Lists tab.

Click on View Definition next to any permission list.

Click on the Component Interfaces tab.

Enter CI_JOB_DATA and click save.

Click edit.

Set each method to full access.

Click edit.

Set each method to full access.

Useful Navigations Tips for AWE Workflows Components

nospam@example.com (Flashin Leather) — Tue, 22 Jun 2010 15:15:48 -0700

Setup and configure workflow

1) Main Menu > Set Up HRMS > Common Definitions > Approvals > Register Transaction ----- Create Approval Process ID (Cross reference table , Header table , App class ,Approval component is defined).

2) Main Menu > Set Up HRMS > Common Definitions > Approvals > Setup Process Definitions ----Create Definition ID for the Process ID, Definition Criteria ,Stages ,paths ,steps

3) Main Menu > Set Up HRMS > Common Definitions > Approvals > Configure Transaction ----- Add Events and notifications to transaction.

4) Main Menu > Set Up HRMS > Common Definitions > Approvals > Workflow Transaction ----- Register workflow transactions.

5) Main Menu > Set Up HRMS > Common Definitions > Approvals > Maintain User Lists ------ Define the user list or hierarchy used for routing transactions for approval.

6) Main Menu > Set Up HRMS > Common Definitions > Approvals > Generic Templates ------ Maintain email templates.

7)Main Menu > Set Up HRMS > Common Definitions >Self-service > System workflow rules ------ Workflow rule for specific SETID.

Approvals and Delegation

1) Main Menu > Workforce Administration > Self Service Transactions > Add Delegation Request ----- Add a new delegation request on behalf of a delegator.

2) Main Menu > Workforce Administration > Self Service Transactions > Administer Delegation ----- Admin for the Delegation. Admin can delegate the transactions .

3) Main Menu > Workforce Administration > Self Service Transactions > Administer/Monitor Approvals ----- AWE admin for the Approvals. Admin can approve transactions.

4)Main Menu > Workforce Administration > Self Service Transactions > Approvals Audit Report ----- Approvals Audit Report.

Delegation setup

1)Main Menu > Set Up HRMS > Common Definitions > Delegation > Installation settings ----- Configure AWE Admin Role , Enable Hierarchies , Duration to check for active proxies

2)Main Menu > Set Up HRMS > Common Definitions > Delegation > Configure Delegation Transactions ----- Configure Delegation Transaction.

Turn on installed languages

nospam@example.com (Flashin Leather) — Tue, 22 Jun 2010 15:13:42 -0700

Main Menu > PeopleTools > Utilities > International > Languages

Once new languages are selected and saved the application server needs to be rebooted.

PeopleSoft 9.1 Excel to CI Errors Connection Timed Out

nospam@example.com (Flashin Leather) — Wed, 24 Mar 2010 07:32:41 -0700

If Excel to CI is generating an error stating that the connection has timed out, you might have a permission list error. Take a look at the EXCEL_TO_CI permission list and make sure it is attached to the user id that you are using to run the Excel to CI.

PeopleSoft 9.1 Vets 100 & Vets 100A Reports

nospam@example.com (Flashin Leather) — Thu, 28 Jan 2010 10:03:06 -0700

Here is the checklist for VETS100 data set up:

1. Check if the Establishment is linked to a valid Company and has country and Regulatory Region set to USA.
Navigation : Set up HRMS > Foundation tables > Organization > Establishments
Open the establishments for which you are running the report.

2. Check if the Establishment is linked to US Locations(On the location set up - Under USA flag)
Navigation : Set up HRMS > Foundation tables > Organization > Locations
This can be verified by querying PS_ESTAB_US_VW.

3. In the Establishments set up:
EEO-1 Gov't Contractor Type is NOT set to 'Not Applicable'.
This field can be found in the Establishment set up.
Navigation : Set up HRMS > Foundation tables > Organization > Establishments
Open the establishment definition for which you are running the EEO report and verify the above values under the USA flag.

4. Ensure that Employees are linked to the correct Establishment in Job data.
This can be verified by querying PS_JOB. Check if you have Employees linked to the Estabishments(ESTABID)for which you are running the report.

5. Ensure that the Employee's Job record is active during the period for which the report is being run.
Employee is a Regular Employee(Job data - Job Information)
Note that only the primary jobs are picked up.(Job data - Work Location)
Employee's EEO_CLASS value is NOT set to 'Exclude'(Job data - Job Information - under USA flag)

6. Ensure that the Employees also have a Job code linked to the Job data and this Job code has been classified into the appropriate EEO1 Job category in the Job code set up(USA flag).
From the list of Employees verify the Job code(JOBCODE) attached to them and check if the Job code set up has a EEO categories set up correctly.
Navigation : Set up HRMS > Foundation Tables > Job Attributes > Job code
Verify if the Job codes are linked to the appropriate EEO1 category.

7. In the Employee's personal information, verify if the Employee has been associated with the appropriate Military Status
Workforce Administration > Personal Information > Modify a Person
Open up the personal information of the Employees and check if the Employees are linked to the appropriate Military status under the USA flag on the Regional tab.
For 2008 reporting, Military status is set to one of the following:
3- Veteran of Vietnam Era
4- Other Protected Veteran
9- Vietnam & Other Protected Vet

Regional Flags

nospam@example.com (Flashin Leather) — Tue, 03 Nov 2009 11:57:33 -0700

If flags, denoting regional information, are not showing up throughout the PeopleSoft 9.1 system, check the Global Security Settings. This can be accessed at Set Up HRMS > Security > Component and Page Security > Setup Global Security. From here enter the name of the the primary permission list assigned to your USERID and add the country whose regional information is missing to the list.

Position Incumbents View

nospam@example.com (Flashin Leather) — Thu, 01 Oct 2009 09:33:20 -0700

This view is used on POSITION_DATA6 on the position component. It shows the incumbents for the position.

PS_INCUMB_WS1

Join this view to PS_JOB.reports_to to obtain supervisor information when using position management.