PeopleSoft - Course Details

PSAMR91 PeopleSoft Absence Management Rel 9.1

PeopleSoft Course Description:
Participants will create rules that track the time payees are out sick, on vacation, or absent for other reasons, and will define the conditions that must be met before absences can be paid. They will also learn how to define accrual policies for various types of absences, build a processing framework, enter and process absences, and view processing results, observing how the system applies the rules that they have defined.
PeopleSoft Course Duration:
5 Days Training
PeopleSoft Course Target Audience:
Administrator,End Users,Functional Implementer
PeopleSoft Course Prerequisite:
NONE
Course Content:
Creating Schedules
  • Describing the Use of Schedules
  • Explaining Schedule Groups
  • Creating Work Schedules
  • Viewing Schedule Calendars
  • Validating Schedule Changes
  • Describing Holiday Schedules
  • Explaining Methods of Assigning Work Schedules
Defining Common Characteristics of Absence Elements
  • Explaining Absence Element Categories
  • Identifying Absence Element Types
  • Identifying Entry Types and Entry Type Prompts
  • Defining Basic Absence Element Parameters
Defining Absence Take and Absence Entitlement Elements
  • Describing Entitlement Accrual
  • Creating Absence Entitlement Elements
  • Modifying Entitlement Balance Accumulators
  • Explaining Absence Types and Reasons
  • Describing Absence Take Elements
  • Creating Absence Take Elements
  • Describing Absence Setup Guidelines
Setting Up Supporting Elements
  • Listing Supporting Elements
  • Describing System Elements
  • Creating Variable Elements
  • Describing Date Elements
  • Defining Duration Elements
  • Creating Formula Elements
  • Describing Operators Used in Formulas
  • Describing Elements Used to Look Up Values
Defining the Organizational and Processing Frameworks
  • Defining Element Groups
  • Defining Eligibility Groups
  • Defining Pay Entities
  • Defining Pay Groups
  • Mapping Pay Groups
  • Defining Sections
  • Defining Process Lists
Setting Up Calendars
  • Describing Calendar Concepts
  • Defining Run Types
  • Defining Periods
  • Defining Calendars
  • Defining Calendar Groups
Entering and Processing Absences
  • Entering Absence Events
  • Viewing Payee Data
  • Describing Entitlement and Take Processing
  • Running the Absence Process
  • Describing the Processing Phases and Options
  • Viewing Processing Results
Viewing and Controlling Absence Processing Results
  • Defining Rounding Rules
  • Describing Frequency Conversion
  • Describing Generation Control
Overriding Supporting Elements
  • Describing Supporting Element Override Levels
  • Describing the Element Override Hierarchy
Adjusting Frequency-Based Entitlement
  • Describing Frequency-Based Entitlement Adjustments
  • Adjusting Frequency-Based Entitlement Balances
  • Overriding Frequency-Based Entitlement Definitions
 
Generating Positive Input for Payroll
  • Describing Positive Input Generation
  • Creating Earning and Deduction Elements
  • Mapping Earnings and Deductions to a Payroll System
  • Associating Earning and Deduction Elements with Take Elements
Defining Absence-Based Entitlements and Takes
  • Defining Absence-Based Entitlement Elements
  • Defining Take Elements with Absence-Based Entitlement
  • Describing How to Link Related Absences
  • Adjusting Absence-Based Entitlements
Defining Extended Absences
  • Setting Up Configurable Sections
  • Setting Up Attachments
  • Setting Up Extended Absences
  • Managing Extended Absences
Implementing Absence Take Features
  • Defining Qualifying Periods for Using Entitlement
  • Defining Rules for Negative Entitlement Balances
  • Using Mapping to Generate Absence Data for Two Take Elements
  • Explaining How to Store Data in User Defined Fields
Defining Forecasting and Balance Inquiry Processes
  • Describing Forecasting and Balance Inquiry
  • Setting Up Forecasting and Balance Inquiry Processing
  • Forecasting an Absence Event
  • Viewing Absence Balances
Using Leave Donations
  • Setting up Leave Donation Framework
  • Initiating Leave Transfer Requests
Managing Iterative Processing
  • Describing Trigger Types
  • Describing Iterative Triggers
  • Setting Up Trigger Definitions
  • Viewing Iterative Triggers
  • Explaining Mass Triggers
Implementing Segmentation
  • Describing Types of Segmentation
  • Defining Segmentation Terminology
  • Setting Up Segmentation
  • Viewing, Adding, and Canceling Segmentation Triggers
  • Describing General Rules for Segmentation Processing
  • Describing Proration
Sending Absence Data to Payroll
  • Describing Transmitted Data
  • Sending Absence Data to Payroll
  • Explaining Payroll Processing with Absence Data
  • Describing the Impact of Retroactivity
Processing Retroactivity
  • Explaining Retroactivity
  • Defining Retroactivity Terminology
  • Defining Rules for Retroactive Processing
  • Enabling Retro Processing by Run Type, Calendar, and Calendar Group
  • Viewing, Adding, and Canceling Retro Triggers
Processing Off-Cycle Transactions
  • Explaining Off-Cycle Processing
  • Entering Instructions for Off-Cycle Processing
  • Processing Off-Cycle Transactions