PeopleSoft 8.8 Human Resources PeopleBook: Administer Training

PeopleSoft 8.8 Human Resources PeopleBook: Administer Training December 2002

PeopleSoft 8.8 Human Resources PeopleBook: Administer Training SKU HRMS88HAT-B 1202 PeopleBooks Contributors: Teams from PeopleSoft Product Documentation and Development. Copyright 1988-2002 PeopleSoft, Inc. All rights reserved. Printed in the United States. All material contained in this documentation is proprietary and confidential to PeopleSoft, Inc. ("PeopleSoft"), protected by copyright laws and subject to the nondisclosure provisions of the applicable PeopleSoft agreement. No part of this documentation may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, including, but not limited to, electronic, graphic, mechanical, photocopying, recording, or otherwise without the prior written permission of PeopleSoft. This documentation is subject to change without notice, and PeopleSoft does not warrant that the material contained in this documentation is free of errors. Any errors found in this document should be reported to PeopleSoft in writing. The copyrighted software that accompanies this document is licensed for use only in strict accordance with the applicable license agreement which should be read carefully as it governs the terms of use of the software and this document, including the disclosure thereof. PeopleSoft, PeopleTools, PS/nVision, PeopleCode, PeopleBooks, PeopleTalk, and Vantive are registered trademarks, and Pure Internet Architecture, Intelligent Context Manager, and The Real-Time Enterprise are trademarks of PeopleSoft, Inc. All other company and product names may be trademarks of their respective owners. The information contained herein is subject to change without notice. Open Source Disclosure This product includes software developed by the Apache Software Foundation (http://www.apache.org/). Copyright (c) 1999-2000 The Apache Software Foundation. All rights reserved. THIS SOFTWARE IS PROVIDED “AS IS’’ AND ANY EXPRESSED OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE APACHE SOFTWARE FOUNDATION OR ITS CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. PeopleSoft takes no responsibility for its use or distribution of any open source or shareware software or documentation and disclaims any and all liability or damages resulting from use of said software or documentation.

Contents General Preface About This PeopleBook . . . . . . . .xiii PeopleSoft Application Prerequisites. . . . . . . . .xiii PeopleSoft Application Fundamentals. . . . . . . . .xiii Related Documentation. .xiv Obtaining Documentation Updates.xiv Ordering Printed Documentation.xiv Typographical Conventions and Visual Cues. . . . . . . . .xv Typographical Conventions. . . . . . . . .xv Visual Cues.xvi Comments and Suggestions. . . . . . . .xvii Common Elements in These PeopleBooks. . . . . . . .xvii Preface PeopleSoft Human Resources Administer Training Preface. . . . . . . .xix PeopleSoft Application Fundamentals. .xix PeopleBook Structure. .xix Chapter 1 Getting Started with PeopleSoft Human Resources Administer Training. .1 PeopleSoft Human Resources Administer Training Business Processes. . . . . . . . . . . . . . . .1 PeopleSoft Human Resources Administer Training Implementation. .1 Setting Up PeopleSoft HRMS Fundamental Tables.2 Setting Up Core PeopleSoft Human Resources Administer Training Tables. . . .2 (DEU) Additional Administer Training Tables.3 (FRA) Additional Administer Training Tables.4 (MEX) Additional Administer Training Tables.4 Chapter 2 Understanding PeopleSoft Human Resources Administer Training. .5 PeopleSoft Human Resources Administer Training. .5 PeopleSoft Human Resources Administer Training Business Processes. . . . . . . . . . . . . . . .5 PeopleSoft Human Resources Administer Training Integrations. .6 PeopleSoft Proprietary and Confidential iii

Contents PeopleSoft Human Resources Administer Training Tables. . .7 Core Tables.7 (DEU) Additional Administer Training Tables.7 (FRA) Additional Administer Training Tables.7 (MEX) Additional Administer Training Tables.8 Chapter 3 Setting Up Training Costs. .9 Understanding Training Costs. .9 Prerequisites.9 Common Elements Used in This Chapter.9 Training Cost and Budget Setup. . . . . . . .10 Training Currencies. . . . . . . .11 Setting Up Training Cost Currency. . . . . . . . .13 Page Used to Set Up Training Cost Currency. . . . . . . .13 Specifying the Base Currency for Tracking Cost Amounts. . . . . . . .13 Overview of Cost Units and Cost Type. . . . . . . . .14 Setting Up Training Cost Units. . . . . . . . .15 Page Used to Set Up Training Costs. . . . . . . .15 Specifying the Relationship Between the Cost Unit and Duration Label. . . . . . . .15 Setting Up Default Training Costs. . . . . . . . .16 Understanding Default Training Costs. . . . . . . . .16 Pages Used to Set Up Default Training Costs. . . . . . . .18 Entering Vendor, Facility, and Equipment Costs. . . . . . . .18 Defining the Source of Default Costs. . . . . . . .20 Entering Instructor Costs and Other Expenses. . . . . . . .20 Overview of Student Training Cost Defaults. . . . . . . . .21 Setting Up Student Costs. . . . . . . . .22 Understanding Student Costs. . . . . . . .22 Pages Used to Set Up Student Costs. . . . . . . .23 Identifying the Compensation Cost for Training an Employee. . . . . . . .23 Identifying the Cost for Training an Employee. . . . . . . .23 Processing Training Costs for a Group. . . . . . . .24 Setting Up Training Budgets. . . . . . . . .26 Pages Used to Set Up Training Budgets. . . . . . . .26 Defining Budget Periods. . . . . . . .26 Defining Amounts Allocated to Departments. . . . . . . .27 iv PeopleSoft Proprietary and Confidential

Contents Chapter 4 Defining Training Courses and Programs. . . . . . . . .29 Understanding Training Administration. . . . . . . . .29 Training Courses and Related Information. . . . . . . .29 Training Programs. . . . . . . .30 Prerequisites. . . . . . . .30 Setting Up Vendors and Vendor Contacts. . . . . . . . .31 Pages Used to Set Up Vendors and Vendor Contacts. . . . . . . .32 Entering Basic Vendor Information. . . . . . . .32 Entering Vendor Addresses. . . . . . . .34 Entering Vendor Contact Details. . . . . . . .35 Entering Vendor Contact Addresses. . . . . . . . .35 Setting Up Training Equipment, Materials, and Facilities. . . . . . . . .36 Pages Used to Set Up Training Equipment, Materials, and Facilities. . . . . . . . . . . . . . . . . . .37 Identifying Course Equipment and Materials. . . . . . . .37 Entering Training Facility Addresses. . . . . . . .38 Entering Contact and Equipment Information. . . . . . . .39 Tracking Training Room Information. . . . . . . .40 Entering Training Facility Directions. . . . . . . .41 Setting Up Course Instructors. . . . . . . . .42 Pages Used to Set Up Course Instructors. . . . . . . .42 Adding Instructors. . . . . . . .42 Defining Courses That an Instructor Is Qualified to Teach. . . . . . . .44 Viewing Instructor Competencies. . . . . . . .45 Viewing Instructor Accomplishments. . . . . . . .45 Overview of Categories and Subcategories. . . . . . . . .46 Setting Up Course Categories. . . . . . . . .47 Page Used to Set Up Course Categories. . . . . . . .47 Defining Course Categories. . . . . . . .47 Setting Up Courses. . . . . . . . .48 Pages Used to Set Up Training Courses. . . . . . . . .49 Defining General Course Information. . . . . . . .49 Defining Instructor Competencies and Accomplishments. . . . . . . .52 Specifying Course Prerequisites. . . . . . . .53 Defining Equipment and Materials. . . . . . . .54 Specifying Course Classification. . . . . . . .54 Specifying Course Content, Audience, and Agenda. . . . . . . . .55 Setting Up Training Catalogs and Programs. . . . . . . . .56 Pages Used to Set Up Training Catalogs and Programs. . . . . . . .57 Viewing and Reorganizing Courses. . . . . . . .57 PeopleSoft Proprietary and Confidential v

Contents Creating Training Programs. . . . . . . .58 (MEX) Creating Training and Development Plans. . . . . . . .59 Setting Up Non-Course Training. . . . . . . .59 Running Training Course and Training Program Reports. . . . . . . . .59 Pages Used to Run the Reports. . . . . . . .60 Chapter 5 Defining Training Requirements. . . . . . . . .61 Understanding Training Demand. . . . . . . . .61 Common Elements Used in This Chapter. . . . . . . .61 Training Budgets. . . . . . . .62 Demand Planning. . . . . . . .62 Demand Methods. . . . . . . .62 Department Trees. . . . . . . .63 Creating Demand Profiles. . . . . . . . .65 Setting Up Demand Profiles. . . . . . . . .65 Pages Used to Set Up Demand Profiles. . . . . . . .66 Creating Dynamic Profiles. . . . . . . .67 Creating Static Profiles. . . . . . . .67 Viewing Selection Results. . . . . . . .69 Running the Process to Create Demand Profiles. . . . . . . .70 Defining Global, Departmental, and Employee Training Demand. . . . . . . . . . . . .70 Pages Used to Define Global, Departmental, and Employee Training Demand. . . . . . . . . . . . . . . . . . . . . . .71 Defining Training Needs. . . . . . . . .72 Defining the Group That Needs Training. . . . . . . .73 Specifying a Profile. . . . . . . .75 Entering Country-Specific Information for Global Demand. . . . . . . .76 Defining the Number of Employees in a Department. . . . . . . .77 Specifying Courses for an Employee. . . . . . . .78 Entering Additional Employee Demand Details. . . . . . . .79 Specifying Employees Who Require a Training Course. . . . . . . .80 Entering Additional Employee Details by Course. . . . . . . .81 Chapter 6 Planning Training Budgets. . . . . . . . .83 Understanding the Training Budget Planning Process. . . . . . . . .83 Common Elements Used in This Chapter. . . . . . . .83 Budget Scenarios. . . . . . . .83 vi PeopleSoft Proprietary and Confidential