PeopleSoft Human Resources Rel 9.2 Ed 2 Course Overview

PeopleSoft Human Resources Rel 9.2 Ed 2 Course Overview

The PeopleSoft Human Resources Rel 9.2 Ed 2 course is a comprehensive training program designed to equip learners with the skills and knowledge required to effectively utilize the PeopleSoft HCM (Human Capital Management) suite, focusing on the Human Resources module. Participants will delve into critical aspects of the PeopleSoft HR system, from Foundational table setups to Managing positions and utilizing the Fluid User Interface for improved navigation and usability.

Through the course, learners will understand the product's business processes, Core tables, Effective dating, Action types, and Security protocols. They will also learn to manage various HR components such as Compensation rates, Job codes, Pay groups, and Personnel data, ensuring thorough knowledge of system administration and Data management within the PeopleSoft framework.

With PeopleSoft training, this course will help HR professionals, system administrators, and users enhance their capabilities in managing HR data, thereby improving organizational efficiency and user experience.

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Course Prerequisites

To ensure you are well-prepared and can gain the maximum benefit from the PeopleSoft Human Resources Rel 9.2 Ed 2 course, the following prerequisites are recommended:


  • Basic understanding of Human Capital Management (HCM) concepts and terminology.
  • Familiarity with human resources business processes and best practices.
  • Some experience with using enterprise software, particularly in an HR context.
  • Basic computer literacy and proficiency in navigating Windows-based applications.
  • Ability to comprehend and interpret business data and organizational structures.

These prerequisites are designed to establish a foundation that will help you effectively engage with the course material and apply the knowledge in practical scenarios. No prior experience with PeopleSoft applications is required, but any exposure to such systems could enhance your learning experience.


Target Audience for PeopleSoft Human Resources Rel 9.2 Ed 2

The PeopleSoft Human Resources Rel 9.2 Ed 2 course is designed for professionals managing HR systems and data.


• HRIS Specialists and Analysts


• Human Resources Managers and Directors


• HR System Administrators and Implementers


• IT Professionals working with HR systems


• PeopleSoft Developers and Technical Consultants


• Functional Consultants specializing in PeopleSoft HR modules


• Business Analysts focusing on HR technology


• Project Managers overseeing PeopleSoft HRMS implementations


• Database Administrators managing PeopleSoft environments


• PeopleSoft System and Business Process Users


Talent Management Professionals


• Compensation and Benefits Administrators


• Payroll Specialists dealing with integrated HR systems


• Data Security Analysts focusing on HR data


• Personnel involved in workforce planning and analytics


• Corporate Trainers specializing in PeopleSoft applications


• Employee Relations Specialists


• Change Management Consultants working with PeopleSoft HR solutions




Learning Objectives - What you will Learn in this PeopleSoft Human Resources Rel 9.2 Ed 2?

Introduction to the Course's Learning Outcomes and Concepts Covered:

This PeopleSoft Human Resources Rel 9.2 Ed 2 course provides comprehensive training on setting up and managing HR data, utilizing core functions, and leveraging the Fluid User Interface for efficient HR management.

Learning Objectives and Outcomes:

  • Understand PeopleSoft HCM products, business processes, and core foundational tables to effectively manage human resources data.
  • Learn about effective dating and action types to track and maintain historical employee data accurately.
  • Configure installation settings and company tables to align with organizational structures and requirements.
  • Define and manage Set IDs, business units, and TableSet sharing for tailored data access across the organization.
  • Set up establishments, locations, and departments, ensuring proper categorization and organization of workforce locations and structures.
  • Implement compensation structures, including rate code data, defaults, and salary plans, to maintain competitive and equitable employee compensation.
  • Configure jobs and pay groups within the Job Code table to standardize roles and streamline payroll processes.
  • Administer data permission security, understanding different access methods and refreshing security join tables for data protection.
  • Add and maintain person and job instances in the PeopleSoft system, understanding organizational relationships and employment records.
  • Implement and manage positions, including setting up position data, and aligning employee assignments with organizational needs.
  • Utilize the PeopleSoft Fluid User Interface for an improved user experience, enabling efficient self-service for employees and managers.
  • Navigate the Company Directory features in Fluid, and use the Talent Summary and Manager Dashboards for strategic HR management and decision-making.

Technical Topic Explanation

PeopleSoft HCM (Human Capital Management) suite

PeopleSoft HCM is a comprehensive suite designed to help organizations manage and automate their human resources functions. It includes modules for workforce management, payroll, talent acquisition, and learning, among others. By using this software, companies can streamline HR processes, improve employee data management, and enhance workforce analytics. PeopleSoft HCM not only supports the strategic utilization of human capital but also improves HR service delivery through intuitive and interactive technologies. This makes it an effective tool for organizations looking to optimize their human resource operations and manage employee lifecycles efficiently.

Foundational table setups

Foundational table setups in database systems are critical structures that act as the backbone for storing and managing core data elements. These tables are carefully designed to ensure data integrity, consistency, and accessibility. They typically include predefined schemas that dictate the type, range, and format of data stored in each table field. Effective foundational table setups are crucial for supporting robust data operations, enabling efficient data retrieval, and ensuring seamless integration with various applications within an enterprise environment. Proper configuration and management of these tables are essential for the optimal performance of database systems.

Managing positions

Managing positions in a professional context involves overseeing various job roles within an organization to ensure they align with business goals and objectives. This includes defining clear job descriptions, determining necessary skills for each role, monitoring performance, and adjusting responsibilities as required. It also involves strategic placement of personnel to maximize productivity and foster a seamless operational flow, facilitating professional growth and adapting to changing market demands. Effective position management boosts organizational efficiency and helps in retaining talent by providing clear career paths and development opportunities.

Fluid User Interface

A Fluid User Interface (UI) refers to a design approach that prioritizes seamless and dynamic interactions within a digital environment. It ensures that a software application's interface adapts smoothly across different devices and screen sizes, maintaining functionality and aesthetic appeal without any disruptions. The goal is to enhance user satisfaction and engagement by providing a consistent experience, whether accessing the application on a phone, tablet, or desktop. This approach helps in reducing user frustration and increases efficiency in interacting with the application, making daily tasks easier and more intuitive.

Core tables

Core tables in a database system are essential structures that store fundamental data critical to the operations of an application. For instance, in systems like PeopleSoft, core tables are used to keep records like user information, transaction data, and configuration settings. These tables are pivotal for the system's functionality and serve as the backbone for various processes, ensuring data consistency and integrity across the application. Proper management and understanding of these tables are crucial for efficient system performance and are often a key focus in PeopleSoft training.

Effective dating

Effective dating in systems like PeopleSoft refers to the ability to maintain historical, current, and future data in one database. Each record can have multiple effective dates, allowing you to track changes over time without losing past information. This feature is crucial for managing changes in organizational structures, employee positions, salaries, and other date-sensitive data. Effective dating ensures data accuracy and simplifies historical reporting, compliance tracking, and forecasting activities.

Action types

Action types refer to predefined categories in different systems or applications that dictate how certain operations are performed or classified. For instance, in workflow systems, action types could determine whether a document is to be approved, rejected, or requires more information. In project management tools, action types might categorize tasks as needing review, immediate action, or delegation. Understanding action types is crucial for automating processes, enhancing workflow efficiencies, and ensuring that actions align with specific protocols or requirements within the system.

Security protocols

Security protocols are rules and procedures designed to protect data communication over networks. These protocols ensure that data sent between devices is encrypted, authenticated, and secure from unauthorized access or tampering. They function by establishing secure connections, verifying identities, and maintaining data integrity and confidentiality during transmission. Common examples include Secure Sockets Layer (SSL), Transport Layer Security (TLS), and Internet Protocol Security (IPsec), each crucial for securing online transactions, emails, and other sensitive information transfers.

Compensation rates

Compensation rates refer to the amount of money or benefits that an employer pays to employees for their work. These rates can vary based on factors such as job role, experience, education, and the geographic location of the job. Establishing fair compensation rates is crucial for attracting and retaining talented employees, as well as maintaining employee satisfaction and motivation. Businesses often use compensation studies and market surveys to benchmark their pay against similar roles in the industry to ensure their rates are competitive.

Job codes

Job codes are unique identifiers assigned to specific positions within an organization. They help in categorizing various job functions, simplifying the process of management and organization in HR systems such as PeopleSoft. Job codes are essential in streamlining payroll, assigning training modules, tracking performance, and enhancing recruitment processes. Moreover, they support organizational structuring and ensure compliance with employment laws by maintaining clear roles and responsibilities. Job codes facilitate effective human resources management by allowing easy access to relevant employee information and job-specific requirements.

Pay groups

Pay groups in human resources are categories used to manage employees based on their payroll configurations, such as salary ranges, pay cycles, and job types. They help streamline payroll processing by grouping employees who share similar pay attributes, making it easier to apply standardized pay policies and ensure compliance with regulations. Additionally, pay groups can be used to tailor benefits, bonuses, and deductions, enhancing payroll accuracy and efficiency. This classification helps in organizing workforce management processes and simplifying administrative tasks in systems like PeopleSoft, which offers specialized training for optimizing such functionalities.

Personnel data

Personnel data encompasses information about employees that is collected and maintained by an organization. This includes personal details such as names, addresses, contact information, employment history, payroll information, and benefits enrollment. Managing this data effectively supports HR tasks, compliance with regulations, and prepares organizations for decisions related to staffing, development, and retention. Proper handling and security of personnel data are crucial to protect employee privacy and maintain trust.

System administration

System administration involves managing and maintaining computer systems and networks. The role of a system administrator is crucial as they ensure that all IT hardware and software operate smoothly and securely. Key responsibilities include installing, supporting, and maintaining servers or other computer systems, scheduling updates or backups, and troubleshooting system issues. System administrators also configure user access, maintain system security, and might help in setting up and managing cloud environments. Their expertise keeps the digital backbone of businesses running efficiently, ensuring the organization's operations are not disrupted by technical failures.

Data management within the PeopleSoft framework

Data management within the PeopleSoft framework involves organizing, maintaining, and using data effectively across various business processes. PeopleSoft is a suite of software solutions that support enterprise resource planning (ERP), helping organizations manage areas like human resources, finance, and supply chain. Effective data management in PeopleSoft ensures that high-quality data is accessible for decision-making and operations, enhancing overall productivity. It involves tasks like data entry, storage, and retrieval, as well as implementing security measures to protect the data. Users benefit from PeopleSoft training to effectively handle data management tasks within the framework.

Target Audience for PeopleSoft Human Resources Rel 9.2 Ed 2

The PeopleSoft Human Resources Rel 9.2 Ed 2 course is designed for professionals managing HR systems and data.


• HRIS Specialists and Analysts


• Human Resources Managers and Directors


• HR System Administrators and Implementers


• IT Professionals working with HR systems


• PeopleSoft Developers and Technical Consultants


• Functional Consultants specializing in PeopleSoft HR modules


• Business Analysts focusing on HR technology


• Project Managers overseeing PeopleSoft HRMS implementations


• Database Administrators managing PeopleSoft environments


• PeopleSoft System and Business Process Users


Talent Management Professionals


• Compensation and Benefits Administrators


• Payroll Specialists dealing with integrated HR systems


• Data Security Analysts focusing on HR data


• Personnel involved in workforce planning and analytics


• Corporate Trainers specializing in PeopleSoft applications


• Employee Relations Specialists


• Change Management Consultants working with PeopleSoft HR solutions




Learning Objectives - What you will Learn in this PeopleSoft Human Resources Rel 9.2 Ed 2?

Introduction to the Course's Learning Outcomes and Concepts Covered:

This PeopleSoft Human Resources Rel 9.2 Ed 2 course provides comprehensive training on setting up and managing HR data, utilizing core functions, and leveraging the Fluid User Interface for efficient HR management.

Learning Objectives and Outcomes:

  • Understand PeopleSoft HCM products, business processes, and core foundational tables to effectively manage human resources data.
  • Learn about effective dating and action types to track and maintain historical employee data accurately.
  • Configure installation settings and company tables to align with organizational structures and requirements.
  • Define and manage Set IDs, business units, and TableSet sharing for tailored data access across the organization.
  • Set up establishments, locations, and departments, ensuring proper categorization and organization of workforce locations and structures.
  • Implement compensation structures, including rate code data, defaults, and salary plans, to maintain competitive and equitable employee compensation.
  • Configure jobs and pay groups within the Job Code table to standardize roles and streamline payroll processes.
  • Administer data permission security, understanding different access methods and refreshing security join tables for data protection.
  • Add and maintain person and job instances in the PeopleSoft system, understanding organizational relationships and employment records.
  • Implement and manage positions, including setting up position data, and aligning employee assignments with organizational needs.
  • Utilize the PeopleSoft Fluid User Interface for an improved user experience, enabling efficient self-service for employees and managers.
  • Navigate the Company Directory features in Fluid, and use the Talent Summary and Manager Dashboards for strategic HR management and decision-making.