Job Data – Compensation Data

We move onto understanding another interesting page in the Job Data component today, the Compensation page.

This page also contains the Employee Name and EmplID subpage at Level 0 and the Effective Date, Effective Sequence, Action and Action Reason for this record from the Work Location page at Level 1 in read only mode.

Some of the other fields are

Compensation Rate that displays the compensation rate for the person, and is a total of all the base pay salary components defined for the person (we will discuss pay components a little while later in this post).The data is diplayed is read only and followed by the currency code.

Frequency field enables you to select a compensation frequency for the compensation of this person. Values include Monthly / Bimonthly / Weekly etc for employees and Contract for contingent workers. PeopleSoft HCM fetches and uses the information present on the Contract Pay page to manage the person’s compensation details.
Change Amount displays the change in the amount of compensation for a person in the event of a compensation change, this value is displayed as read only and is followed by the currency code and pay frequency in read only mode.In case there is no compensation change 0 is displayed.

Change Percent displays the percent of change in the compensation for the person in the event of a compensation change. In case there is no compensation change 0 is displayed.
Pay Rates

This group box contains pay rates that are calculated by using the default frequencies from the country. You can specify the default frequencies by country on the Default Frequencies page.

Moving onto the Pay Components grid that is the nucleus of this page, the data here is organised in the form of 4 tabs and some of the important fields here include the following listed according to the tab they are present in, also note that the fields and corresponding values that follow are part of the PS_COMPENSATION table and not the PS_JOB table.

The Amounts tab,

Rate code which is an ID for a pay component.

Comp Rate that displays the compensation rate for the pay component.

Frequency indicating the compensation frequency for the pay component.

The Controls tab,

Manually Updated field indicates whether the pay component is manually updated or the pay component contains only values that appear by default.

Default without Override field indicates whether you can change the default values of the pay component or the values for this rate code are default values and display-only.

The Changes tab,

Change Amount displays the overall change amount in this pay component rate.

Change Percent displays the overall change amount for this pay component.

The Conversion tab,

Converted Comp Rate displays the converted compensation rate for this pay component.

Apply FTE field has to be selected if you want the value that is associated with the rate code to be multiplied by the FTE factor for annualization and deannualization.

Now we focus on 2 buttons that act upon data in this grid,

the Default Pay Components button and the Calculate Compensation button

Default Pay Components, clicking on this button replaces the existing data in the Pay Components grid with rate code default values based on the rate codes that you have setup for the person, driven by the JobCode-Grade combo or other job related attributes.

Values that get replaced include the Rate Code, Comp Rate, Frequency, Apply FTE.

Also compensation-related fields, such as Annual Amounts are flushed and replaced with recalculated values when this record is saved.

If the person’s compensation package contains Rate Codes without default values where flat amounts are expected to be entered, you can enter the data and then click on the Calculate Compensation button.

PeopleSoft HCM issues a warning when you try to save a record without clicking on the Default Pay Components button.

Calculate Compensation button upon being clicked causes the recalculation of the person’s compensation. The default Rate Codes and Comp Rates are not changed and values are populated in the Compensation Rate, Change Amount, Change Percent etc read only fields on the page.

PeopleSoft HCM issues an error message when you try to save a record without clicking on the Calculate Components button after clicking on the Default Pay Components button and modifying any of the fields in the Pay Components grid.

Job Data – Salary Plans and Salary Grades

In today’s post we tackle the Salary Plan page of the Job Data component, this page is used to enter and maintain the Salary Administration Plan type , Salary Grade and other salary related details for the individual.

This page also contains the Employee Name and EmplID subpage at Level 0 and the Effective Date, Effective Sequence, Action and Action Reason for this record from the Work Location page at Level 1 in read only mode.

Salary Administration Plan
Displays the salary administration plan code. This field will default from the position number you associated with a person, and is available for entry regardless if you click the Override Position Data button.

If you are not using position management and you associate salary administration plans with locations or job codes, the value that is in this field comes from either the Location or Job Code table, based on setID matching. You can override the default.

Note. If you have salary administration plans associated with more that one of these tables, the system uses the default from the last table value entered. For example, first you enter a location that is associated with salary plan KU02 where this salary plan defaults to this page. Then, you enter a job code that is associated with salary plan KU03, and the system will update the salary plan to KU03.

If you change the location after hire (and a salary plan is defined in the Location table), then the system does not automatically display a default value for this salary plan. Instead, the system checks if the existing grade and step are still valid for this new salary plan. The existing grade and step must also be defined for the new salary plan. If the grade and step are defined for this new salary plan, then the system displays by default from the Location table the value for the new salary plan. If the grade and step are not defined for this new salary plan, then the system does not change to the salary plan from the Location table.

To use auto-calculated premium processing for this person, select a plan that has Auto Calculated Premium selected and an absorbing or nonabsorbing (or both) premium rate code assigned in the Salary Plan table. The system displays auto-calculated-premium-related fields on the Compensation page only if you select an auto-calculated premium plan here.

Note. If this worker has a labor agreement and job code with a wage progression salary plan, the system populates this field by default and makes it unavailable for entry.

Grade
If you associate a grade with the person’s position or job code, the system displays the default value from the appropriate table.

Note. If this worker has a labor agreement and job code with a wage progression salary plan, the system populates this field by default and makes it unavailable for entry.

Grade Entry Date
Displays the date on which the person first joined this grade. You can override this value.

Includes Wage Progression Rule
The system selects this check box if the salary plan includes wage progression.

Step
If you associate a step with the person’s position or job code, the system displays the default value from the appropriate table.

Step Entry Date
Displays the date on which the person first joined this step. You can override this value.

Note. The system verifies the combinations of salary administration plans and grades that you select.

Job Data – Payroll Information Page

In today’s post we tackle the Payroll page of the Job Data component, this page is used to enter and maintain the type of payroll used and related information for the individual.

This page also contains the Employee Name and EmplID subpage at Level 0 and the Effective Date, Effective Sequence, Action and Action Reason for this record from the Work Location page at Level 1 in read only mode.

Payroll System field lets you choose the payroll system that will be used to process the salary of this person.Values include: Global Payroll, Payroll Interface, Payroll for North America, Other

If you select Payroll for North America or Payroll Interface in the Payroll System field, you will be prompted to complete the following fields:
Also do note that only employees are processed for payment of salaried in the Payroll for North America system.

Pay Group field lets you select a paygroup for the individual’s payroll processing based on the paygroups defined for the country of the employee’s Company.

Holiday Schedule field is defaulted from the value defined for the employee’s location or from the value defined for the employee’s paygroup.

Employee Type value is defaulted from the definition of the employee’s pay group.

Tipped field indicates whether this individual receives tips. This field is available only if you define tips processing in the Company table. Values are:
Directly Tipped, Indirectly Tipped.

Tax Location Code lets you select the tax location code for the individual, Available values are the valid tax locations for the country selected on the Company table for the employee’s Company.

If you select Global Payroll in the Payroll System field, you will be prompted to complete the following fields:

Pay Group lets you select a pay group for this individual, the values that appear here depend on the value of the payroll system that you select on the Installation Table – Products page

The Use Pay Group Eligibility, Use Pay Group Rate Type, and Use Pay Group As Of Date check boxes are selected by default when you select a pay group and can be overriden by unchecking.
Eligibility Group field is blank if the Use Pay Group Eligibility check box is selected, uncheck the Use Pay Group Eligibility check box to select an eligibility group which specifies earnings, deduction, and absence elements that a payee might be eligible to receive.

Exchange Rate Type field is blank if the Use Pay Group Rate Type check box is selected, uncheck the Exchange Rate Type check box to select the currency exchange rate type to use when performing currency conversions for the payee.

Use Rate As Of field is blank if the Pay Group As Of Date check box is selected. The same can be overriden to select the pay calendar date to use when retrieving the effective-dated exchange rate information during currency conversions.

The Use Rate As Of field works with the Exchange Rate Type field to determine which effective date is retrieved to get the appropriate exchange rate for the calendar period being processed. Exchange rate effective dates include: Period Begin Date, Period End Date, and Payment Date.

Holiday Schedule field if left blank the PeopleSoft HCM assigns the holiday schedule defined for the payee’s pay group.

Salary Plan Page

This page also contains the Employee Name and EmplID subpage at Level 0 and the Effective Date, Effective Sequence, Action and Action Reason for this record from the Work Location page at Level 1 in read only mode.

Salary Administration Plan lets you associate a salary administration plan code with an individual. The value that is in this field comes from the tablesets of the PS_JOBCODE_TBL control table.

Grade field lets you associate a salary grade with an individual. The value that is in this field comes from the tablesets of the PS_SAL_GRADE_TBL control table.

The Job Information Page

In today’s post we move on to exploring the page in the Job Data component, the Job Information page.

The Job Information page contains one of the most important attributes of an individual’s employment data , the Job Code. We will take a look at some of the important fields on this page and the Job Labor page today.

Also do note that the Job Code and other values(Salary Admin Plan, Salary Grade etc) in the pages that follow are visible based on the value of the Business Unit field selected in the previous page of the component the Work Location page.

This page contains the Employee Name and EmplID subpage at Level 0 and the Effective Date, Effective Sequence, Action and Action Reason for this record from the Work Location page at Level 1 in read only mode.

Job Code is used to denote the designation of an individual in your organisation and the values displayed for this field are a TableSet from the PS_JOBCODE_TBL control table. The value of the Job Code entered for an individual can be used to map to Salary Grades and further control compensation values defaulting etc.

Entry Date is by default the date on which the person is first assigned to this job code.

Regular/Temporary value defaults from what you have setup in the PS_JOBCODE_TBL control table for the Job Code selected for the individual.You can override this value.

Full/Part field indicates whether the worker is a full-time or part-time worker, the default value being Full-Time.

Please note that the Manage Base Benefits business process uses the values that you select in the Regular/Temporary and Full/Part fields to determine Benefit Plan eligibility.
Empl Class i.e. Employee Class provides another method of grouping workers. Values include: Assignee, Expatriate, Intern, Homeworker, Top Sportsman etc and are are derived from the PS_EMPL_CLASS_TBL control table based on the value of the regulatory region value that is specified on the Work Location page.

Standard Hours

The 4 fields that follow next are populated from the job code selected for this individual and can be overriden

Standard Hours displays by default the standard hours for the worker

Work Period indicates the time period during which workers must complete the standard hours. Values include: Weekly, Daily, Monthly and are derived from the PS_FREQUENCY_TBL table

FTE (full-time equivalency) displays the percentage of full-time work that the worker should normally work in this job. The value is calculated by the system based based on the standard hours entry for this job and the standard work period.
This calculated value can be overridden also. A warning if you enter a value that is greater than 1.0.

Combined Std Hours/FTE (combined standard hours/full-time equivalent) displays the total standard hours that are assigned to the worker for all active jobs combined and the worker’s total FTE status for all active jobs combined. this value cannot be modified.

Job Data and the Work Location Page

Job information for an employee / contingent worker / person of interest is entered
into the PeopleSoft HSM system after entering the personal details of the
individual.
The job information this entered is accessed and used by all modules across the
PeopleSoft HCM application and is the basis for many transactions and business
processes.
A HR user first creates the job record of an employee / contingent worker / person
of interest during hiring of the individual into the organisation, this data is
maintained throughout the tenure of the individual in the organisation by adding a
new record to reflect changes in the individual’s employment i.e. promotions,
transfers, deputations, additional assignments etc. Effective dates are used to
maintain the history of the changes and effective sequences are used when multiple
transations are performed on a given day.
Thus a combination of the emplID, employee record number, effective date and
effective sequence is a composite key at the PS_JOB table level.
Job data for an individual can be entered using the JOB_DATA_EMP or the
JOB_DATA_CWR or the JOB_DATA_POI component depending on the type of organisational
relationship the individual being hired has with your organisation or using the
EE_HIRE or HR_MANAGE_HIRES depending of the hiring method you choose.
There is yet another component that can be used to add hires into the PeopleSoft
HCM system, this component HR_TBH_JOB is used whenever hiring happens through
preconfigured templates. We will park that description for later.

Additions and changes to the job records can be made using the JOB_DATA component.

In all the components mentioned above, data is organised in the form of below
mentioned pages,

Work Location
Job Information
Job Labor
Payroll
Salary Plan
Compensation
Employment Data
Earnings Distribution
Benefits Program Participation

We will go through the important fields in each of these pages one by one

We begin with the Work Location page,

This page contains some of the most important fields that affect business processes
across the PeopleSoft HCM application.

The EmplID, name and Empl RCD Nbr are displayed in a read only mode on the page in
a subpage at level 0

Then we have the Work Location consisting of a number of fields out of which we
will discuss the following today,

HR Status, this field HR_STATUS has values A/I and indicates the status of the
current job record for an employee, An employee is active in the system if the
value of this fields is A and inactive if the value is I,

The field EMPL_STATUS is displayed with the label Payroll Status for employment
instance, it displays the payroll status of the current job record and has the
following translate values,
A – Active, D -Deceased, L – Leave of Absence, P – Leave With Pay, Q – Retired With
Pay, R – Retired,S – Suspended,T – Terminated,U – Terminated With Pay,V –
Terminated Pension Pay Out,W – Short Work Break,X – Retired-Pension Administration
The value of this field along with the proper effective date can trigger retro pay
processing for an employee, similiarly the value of this field and particular
action codes can trigger the final pay proccessing for employee.

A / L / P / S status represent active employees in the system.

EMPL_STATUS is displayed using the label Job Status for contingent worker and POI
instances, it contains and displays the job status of the current job record for
these instances.

Please note that a person with an active HR status can have an inactive Job or
Payroll status as in case of employees having multiple jobs and being paid on their
secondary jobs rather than primary job.

Job Indicator field is used to indicate whether this is the person’s primary or
secondary job for this particular organizational relationship.This field is used to
process people with more than one organizational instance in a single
organizational relationship.

Action and Reason fields are very important fields playing a decisive role in how
the job information of the particular inidividual is handled in PeopleSoft HCM, the
field ACTION enables you to select the action you are taking on this record for eg.
Hire/Terminate/Promote etc from a list of values configured in the PS_ACTION_TBL
control table and the field ACTION_REASON enables you to select the reason
associated with this action to further define the processing required after saving
this record in the system, the values for this field are based on the
PS_ACTN_REASON_TBL control table that you can setup. These two fields together
drive plenty of business processes and workflow for an individual in the PeopleSoft
HCM application.
Last Start Date displays the most recent start date for this organizational
instance.

Expected Job End Date lets you enter the end date for this job, if known.

If this job is a temporary assignment, this date is essential if you want the
system to terminate this job and reactivate any substantive job that may be on
hold.
if you don’t know the end date initially and leave this field blank, you can run
the Temporary Assignment w/out End Date report to identify those assignments that
do not have an end date and enter them at a leter date.

The system displays the day before the termination effective date as the
termination date.

End Job Automatically can be selected to end the job on the specified date.
Please note that you can use this feature only if the Automatic Job Termination
check box is selected on the Installation Table – Product Specific page.

Termination Date, Last Date Worked, and Override Last Date Worked

If the value ‘TER’ or other termination values selected for the action field, the
system displays the day before the termination effective date as the termination
date for the individual and also the date last worked. If you rehire the person,
the system clears these fields. When a person returns from leave, the system clears
only the Last Date Worked field. If the date is not accurate, select Override Last
Date Worked to enter the date.

Regulatory Region is populated by default with the regulatory region entered in the
Org Defaults by Permission List component. The default value can be chaned also.

Company field is used to represent the Company that an individual belongs to, the
values for this field comes from the PS_COMPANY_TBL control table and can be
defaulted on the PS_DEPT_TBL setup as well.

Business Unit field lets you select the business unit for the individual from the
PS_BUS_UNIT_TBL_HR control table.

The business unit that you assign to the person on this page and the setID
functionality in PeopleSoft Enterprise Human Resources Management affect the way
that default values work throughout the PeopleSoft Enterprise Human Resources
system. The value entered in this field controls the departments, locations, job
codes, salary plans, and so on that you can see on the remaining pages of this
component.

Department field lets you select the department for the individual from a list of
values based on the PS_DEPT_TBL control table. The system populates a default
supervisor or Reports To ID on the Job Information page if you entered a default
supervisor or Reports To ID for this department in the Department table.
The department to which you assign an individual determines accessibilty to his/her
data to the power users in the PeopleSoft HCM system.

Location field is defaulted to the location assigned to a department in the
PS_DEPT_TBL control table, you can change the default value to another from a list
of values based on the PS_LOCATION_TBL.