We encounter PeopleSoft HR(aka HCM) in PoCs, custom demos and then in deployments. This page includes many of the content and tools I am putting together for PoCs and custom demos.
1- Preparing PeopleSoft for Collection that we can give to customers priors to a PoC so we can either request an export from PS HR, or database view. SQL for Direct Connection;
2- Aveksa Metadata export for PeopleSoft HR collectors;
3- PeopleSoft HCM trial system is available from Oracle, in Oracle VM format(I was able to convert to VMware OVA);
4- Document for setting up Web Services endpoints on PeopleSoft Enterprise, Financials, or other modules(Word version). Another useful document;
5- (For RSA) Link to download PeopleSoft Enterprise demo system OVA, I configured some of the Web Services endpoints. I will configure additional ones shortly and update the VM:
\\oss-home2\home\aveksa\internal\PoC HCMDB-853-09_v2.ova (root/Av3k5a su psadm2 and look under /home/psadm2 for tools)
For copying files faster than Microsoft copy with resume support, check one of these tools: https://www.raymond.cc/blog/12-file-copy-software-tested-for-fastest-transfer-speed/
Add to your hosts files(desktop and Aveksa server): 192.168.1.192 myhcm.myorg.com myhcm
--------- If you need a new IP address on PeopleSoft server, add a secondary one (ifconfig eth0:1 192.168.3.192) and then stop and start PIA server (under /home/psadm2/PSFT.../webserver/bin ).
http://myhcm.myorg.com:8000/psp/ps/?cmd=login (VP1/VP1) You can navigate to Main menu/PeopleTools/Security/User Profiles/User Profiles to display existing profiles:
6- AFX connector(in progress) with Create Account, Set Password and Update(for test) capabilities. YOU NEED TO CREATE /home/oracle/curl on Aveksa server, because each capability is trying to create an output file for debugging purpose.
For Web Services calls, I started to use perl in July 2014, but now I started to use curl all within capabilities. Downsides are no output parameters, and password in capability(clear text):
7- My-Peoplesoft-HR-soapui-project.xml.zipSoapUI Project
8- Oracle Connection: You can use system/manager and service=HR92P005 with port 1522
------------------------------ Web Services
Ensure that the user account that will be accessing PeopleSoft has sufficient permissions to perform methods related to these component interfaces. For example, you can do the following:
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Basic Setups HRMS http://hrmspeoplesoft.blogspot.com/p/basic-setups-hrms.html
Basic HRMS Setup's and adding the Benefits to the Employee Setup http://harshachowdaryworld.blogspot.com/2010/01/basic-hrms-setups-and-adding-benefits.html
Create SETID
Navigation:
Main Menu ->PeopleTools ->Utilities ->Administration ->TablesetID's
Create Business Unit
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Organisation ->Business Unit
Setup Location:
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Organisation ->Location
Add a company
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Organisation ->Company
Create an Establishment ID
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Organisation ->Establishment
Create Departments
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Organisation ->Departments
Setting the Business Unit options default
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Organisation ->Business Unit options default (Enter the company and Country details)
Create a pay Group Table:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Pay Roll ->Pay Group Table
Create a Job Code
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Job Attributes ->Job Code Table
Setting Org Defaults permission lists
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Organisation ->Org Defaults by permission Lists (Enter the Organisation related
data here)
Tree Manager:
Navigation:
Main Menu ->Tree Manager->Tree Utilites ->Tree Manager
->Create a new tree with the name DEPT_SECURITY
->Select the structure ID as DEPARTMENT
->Select the category as HR
->Click on ADD LEVEL and add the following below levels
1.Corporate
2.Business
3.Region
4.Company
5.Department
6.Division
7.Group
8.Unit
->Select the root node
->save it.
Note: In Business Options Default enter the details.
Security:
Navigation:
Main Menu ->Security ->Core Row Level Security ->Security by Permission Lists
->Select HCDPALL.Add ur business uint it and select the 011 as Security acess type.
Security by Dept Tree:
Navigation:
Setup HRMS ->Security ->Core Row level Security ->Security by Dept Tree
->Select HCDPALL.Add your SETID and Department ID in it.
Running the Process:
Navigation:
Setup HRMS ->Security ->Core Row Level Security->Refresh SJT Class ALL / Refresh Trans SJT Tables / Refresh SJT OPR class
Run all the above process
Buzz the Application
Navigation:
Setup HRMS ->Install -> Installation Table
->Change the SETID and Campany Name.
->Restart the services.
Adding a Person:
Navigation:
Main Menu ->Workforce Administration -> Personal Information ->Add a Person.
Adding the Benfits to the existing Employee:
Base Benfits:
Adding a Health Plan to an Existing Employee:
Provider / Vendor Tables:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Base Benfits ->Plans and Providers ->Provider/ Vendor Tables ->Vendor ID
Benfit Plan Type:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Base Benfits ->Plans and Providers ->Provider/ Vendor Tables ->Benfit Plan Type
Health Plan Table:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Plan Attributes ->Health Plan Table
Health Coverage Codes:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Plan Attributes ->Health Coverage Codes
Rates and Rules:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Base Benfits ->Rates and Rules ->Benfit Rates.
Deduction Code:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Payroll Interface ->Deductions ->Deduction Tables.
Cloning the Benefit Program Utility:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Base Benfits ->Program Structure ->Benfit Program clone Utility.
->Select required Basic benfits and clone it.
Benefit Program Table:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Base Benfits ->Program Structure ->Benfit Program Table.
Adding the Benefit to the Employee:
Navigation:
Main Menu ->Workforce Administration ->Job Data ->Select the EMPLID ->Click on the Benfit program participation link ->Add the benfit program.
Check it in Benfits
Navigation:
Main Menu ->Benfits ->Enroll in Benfits ->Assign to Benefit Program ->Select the EMPLID and check for Benfits.
