PeopleSoft HCM — Basic Concepts III

Some more important basics of PS HCM before we move onto the functional topics

basics3

we begin with Company

A Company is used to represent a legal entity in PS HCM, depending on the size of your organisation in terms of employee head count and geographical distribution and also the way your organisation functions, you can go in for a single or multi company organisation. Business Units and Departments are organised under the Company.If you are a multi Company organisation, all Companies are at the same level and there is no hierarchy possible.
Default values for the Payroll system(if your organisation is implementing it) can be associated with a Company definition along with defaults for Currency Code, Regulatory Region etc

A Regulatory Region in PS HCM drives functionality and hence determines what data the power user sees for certain fields. it is used to represent a geographical region having a bunch of laws and regulations that influence the functionality (through configuration and PeopleCode)in PS HCM. Health benefits, ethnicity driven functionality etc are part of the regulatory region driven features.

Departments are used to group employees together and also allocate or deny access to power users based on it. So when you think Department in PS HCM think access. A power user will thus have access to a particular employee’s data using the PS HCM portal only if the power user has been allocated access to the department to which the employee belongs. Departments are organised in the form of a security tree to establish and maintain a hierarchical relation between the departments.
So it means that if a power user has access to a department A with departments A1, A2, A3 under it then the user will have access to A1, A2 and A3 as well.

Let us delve deeper into the topic of user access in PS HCM.

When an user is allocated access in PS HCM, it has two aspects, for the pages which he requires access to perform his/her tasks and to the data which he/she should be allowed to access. Access to the pages is allocated using Roles which are made up of permission lists and access to data is granted using row level data permissions which typically begin with HCDP, so a user with HCDPALL will have access to data of all departments in the im plementation and a user with HCDPIND will have access to all those departments which are mapped to the permission list HCDPIND.

Reverting to Roles that govern the Menus and hence Components pages to which an user has access, a Role is a set of permission lists or even a single permission list, a permission list in PS HCM determines the pages to which the user will have access, while creating a permission list, first the Menu and then Component within the Menu containing the particular page has to be selected, the permission list also has options to specify if the access to the user in question will be Read Only or Read/Write and also the actions that the user can perform on this page i.e. Add, Update/Display All, Update /Display or Correction(Correct historical records).

So as we can see, an user should be assigned Roles and a row level data permission to enable him/her to use PS HCM, three other permissions which we will discuss next make up the user access. And please note that the Roles and the 4 types of permission lists will be assigned to the user’s User ID which is different from Person ID. The user will used this User ID to logon to and access the PS HCM application.

The other 3 permission lists are as follows,
Navigator Home Page
Used by PS Workflow and determnes how the Workflow homepage looks lke for the user. ths can also be left blank without any impact
Process Profile Permissions
Determines if the user has permissions to run reports and programs using the Process Scheduler and also the levels of these permissions like permission to download to excel, access to create new queries or restricting Run access to particular Process Groups only. Also Process Groups can be created from here.(Process tab in the Page)
Primary Permissions,
Determines the default values for certain fields like Country, Company, Business Unit, Regulatory Region, Set ID etc that will be populated by the system for the user on certain components and also the system settings for the user and starts with HCPP

Phew , that is quite a lot for this post, next post we will focus on a case study to create a Company in
PS HCM along with the bells and whistles that go with it.

2 thoughts on “PeopleSoft HCM — Basic Concepts III

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