PeopleSoft 8.3 Human Resources PeopleBook: Administer Training

256 Pages·2006·37.08 MB·English

PeopleSoft 8.3 Human
Resources PeopleBook:
Administer Training
PeopleSoft 8.3 Human Resources PeopleBook: Administer Training
SKU HRr83HAT-B 1001
PeopleBooks Contributors: Teams from PeopleSoft Product Documentation and
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C o n t e n t s
About the HRMS PeopleBooks
Before You Begin..............................................................................................................xi
PeopleSoft Application Fundamentals for HRMS PeopleBook........................................xi
Related Documentation....................................................................................................xii
Documentation on the Internet...................................................................................xii
Documentation on CD-ROM.....................................................................................xii
Hardcopy Documentation..........................................................................................xii
PeopleBooks Standard Page Element Definitions...........................................................xiii
PeopleBook Standard Group Boxes................................................................................xvi
Entering Name Information......................................................................................xvi
Entering Address Information.................................................................................xviii
Entering or Viewing Pay Components......................................................................xix
Required Fields on Pages................................................................................................xxi
Typographical Conventions and Visual Cues.................................................................xxi
Process Introductory Table.............................................................................................xxii
USF U.S. Federal Government Functionality................................................................xxiii
E&G Education and Government Functionality............................................................xxiii
Local Country Functionality..........................................................................................xxiii
Comments and Suggestions...........................................................................................xxiii
Chapter 1
About the PeopleSoft 8.3 Human Resources PeopleBook: Administer Training
PeopleBooks Standard Page Element Definitions...........................................................1-1
Understanding the Documentation..................................................................................1-2
Human Resources Reports........................................................................................1-3
Chapter 2
Overview of Administer Training
Administer Training Business Process............................................................................2-1
Chapter 3
Defining Training Courses and Programs
Understanding Training Administration..........................................................................3-1
Setting Up Training Programs..................................................................................3-2
PEOPLESOFT PROPRIETARY AND CONFIDENTIAL CONTENTS iii
PEOPLESOFT 8.3 HUMAN RESOURCES PEOPLEBOOK: ADMINISTER TRAINING
Before You Begin.....................................................................................................3-2
Setting Up Vendors and Vendor Contacts.......................................................................3-3
Pages Used to Set Up Vendors and Vendor Contacts...............................................3-4
Entering Basic Information About a Vendor............................................................3-4
Entering a Vendor’s Address....................................................................................3-6
Entering Details of a Vendor Contact.......................................................................3-7
Entering the Address of a Vendor Contact................................................................3-8
Setting Up Training Equipment, Materials, and Facilities..............................................3-9
Pages Used to Set Up Training Equipment, Materials, and Facilities.....................3-10
Identifying Equipment and Materials......................................................................3-11
Entering the Address of a Training Facility............................................................3-11
Entering Contact and Equipment Information........................................................3-13
Tracking Training Room Information.....................................................................3-14
Entering Directions to a Training Facility...............................................................3-15
Setting Up Course Instructors........................................................................................3-16
Pages Used to Set Up Course Instructors................................................................3-16
Adding an Instructor...............................................................................................3-17
Defining Courses That an Instructor Is Qualified to Teach....................................3-19
Viewing an Instructor’s Competencies...................................................................3-20
Viewing an Instructor’s Accomplishments.............................................................3-21
Setting Up Course Categories........................................................................................3-22
Overview of Categories and Subcategories.............................................................3-22
Page Used to Set Up Course Categories.................................................................3-24
Defining Course Categories....................................................................................3-24
Setting Up Training Courses.........................................................................................3-25
Pages Used to Set Up Training Courses..................................................................3-26
Defining General Course Information.....................................................................3-27
Defining Instructor Competencies and Accomplishments......................................3-30
Specifying Course Prerequisites..............................................................................3-31
Defining Equipment and Materials.........................................................................3-32
Specifying Course Classifications...........................................................................3-33
Enter Additional Information About Course Content, Audience, or Agenda.........3-34
Setting Up Your Training Catalog and Training Programs...........................................3-34
Pages Used to Set Up a Training Catalog and Training Program...........................3-35
Viewing and Reorganizing Courses........................................................................3-35
Creating a Training Program...................................................................................3-36
(MEX) Understanding Mixed Committees for Employee Training........................3-38
Setting Up Non-Course Training............................................................................3-38
CONTENTS iv PEOPLESOFT PROPRIETARY AND CONFIDENTIAL
PEOPLESOFT 8.3 HUMAN RESOURCES PEOPLEBOOK: ADMINISTER TRAINING
Chapter 4
Setting Up Training Costs
Understanding Training Costs.........................................................................................4-1
Common Elements Used in This Chapter.................................................................4-1
Setting Up Training Costs and Budgets....................................................................4-2
Setting Up the Training Cost Currency...........................................................................4-3
Overview of Training Currencies.............................................................................4-3
Page Used to Specify the Base Currency..................................................................4-6
Specifying the Base Currency for Tracking Cost Amounts......................................4-6
Setting Up Training Cost Units.......................................................................................4-7
Overview of Cost Units and Cost Type....................................................................4-7
Page Used to Specify the Relationship Between Cost Unit and Duration Label......4-8
Specifying the Relationship Between the Cost Unit and Duration Label.................4-8
Setting Up Default Training Costs................................................................................4-10
Pages Used to Set Up Default Training Costs........................................................4-11
Entering Vendor, Facility, and Equipment Costs....................................................4-12
Defining the Source of Default Costs.....................................................................4-14
Entering Instructor Costs and Other Expenses........................................................4-14
Setting Up Student Costs...............................................................................................4-15
Overview of Student Training Cost Defaults..........................................................4-16
Pages Used to Set Up Student Costs.......................................................................4-17
Identifying the Compensation Cost for Training an Employee..............................4-17
Identifying the Cost for Training an Employee......................................................4-18
Processing Training Costs for a Group...................................................................4-19
Setting Up Training Budgets.........................................................................................4-21
Pages Used to Set Up Training Budgets.................................................................4-21
Defining Budget Periods.........................................................................................4-22
Defining Amounts Allocated to Departments.........................................................4-23
Chapter 5
Defining Training Requirements
Understanding Training Demands...................................................................................5-1
Common Elements Used in This Chapter.................................................................5-1
Training Demand Planning.......................................................................................5-2
Determining Training Demands for Your Organization...........................................5-2
Using the Department Tree to Populate Departments...............................................5-4
Setting Up Demand Profiles............................................................................................5-6
Defining Demand Profiles by Criteria......................................................................5-7
Pages Used to Create Profiles...................................................................................5-7
Creating a Dynamic Profile.......................................................................................5-8
PEOPLESOFT PROPRIETARY AND CONFIDENTIAL CONTENTS v
PEOPLESOFT 8.3 HUMAN RESOURCES PEOPLEBOOK: ADMINISTER TRAINING
Creating a Static Profile............................................................................................5-9
Viewing the Selection Results.................................................................................5-12
Creating the Delayed Profile Page..........................................................................5-13
Defining Global, Departmental, and Employee Training Demands:.............................5-14
Pages Used to Define General, Departmental, and Employee Training
Demands..................................................................................................................5-15
Defining the Training Need.....................................................................................5-17
Defining the Group That Needs Training................................................................5-18
Specifying the Profile..............................................................................................5-21
Entering Country-Specific Information for the General Demand...........................5-21
Defining the Number of Employees in a Department.............................................5-22
Entering Courses for an Employee..........................................................................5-24
Entering Additional Employee Demand Details.....................................................5-25
Defining Employees Who Require a Selected Training Course.............................5-26
Entering Additional Employee Details by Course..................................................5-27
Chapter 6
Planning Training Budgets for Your Organization
Understanding the Training Budget Planning Process....................................................6-1
Common Elements Used in This Chapter.................................................................6-2
How the Scenario Process Works.............................................................................6-2
Creating Department Scenarios.......................................................................................6-6
Pages Used to Create Department Scenarios............................................................6-7
Developing a Training Plan Scenario........................................................................6-7
Entering the Country-Specific Department Information.........................................6-10
Viewing the Training Component Costs.................................................................6-11
Creating Global Scenarios.............................................................................................6-12
Pages Used to Create Global Scenarios by Selection Criteria................................6-13
Including and Excluding Departments, Job Codes, and Competencies..................6-13
Writing Selection Criteria for a Global Scenario....................................................6-16
Creating a Global Scenario by Copying Another Scenario.....................................6-17
Activating a Scenario and Viewing Summaries............................................................6-19
Pages Used to Activate Scenarios and View Summaries........................................6-20
Selecting a Scenario to Activate..............................................................................6-21
Viewing Cost Details for the Active Scenario........................................................6-21
Tracking Your Training Plan.........................................................................................6-22
Pages Used to Track a Training Plan......................................................................6-23
Defining Departmental Groups...............................................................................6-23
Freezing Budgets, Moving Unapproved Demands, and Deleting Scenarios.................6-24
Pages Used to Freeze Budgets, Move Unapproved Demands, and Delete
Scenarios.................................................................................................................6-24
CONTENTS vi PEOPLESOFT PROPRIETARY AND CONFIDENTIAL
PEOPLESOFT 8.3 HUMAN RESOURCES PEOPLEBOOK: ADMINISTER TRAINING
Freezing Budget Periods.........................................................................................6-25
Moving Unapproved Demands to the Next Budget Period....................................6-25
Deleting Obsolete Scenarios...................................................................................6-26
Chapter 7
Administering Course Sessions
Understanding Sessions...................................................................................................7-1
Common Elements Used in This Chapter.................................................................7-1
Planning and Setting Up Course Sessions.......................................................................7-2
Pages Used to Plan and Set Up Course Sessions......................................................7-2
Planning New Course Sessions.................................................................................7-5
Viewing Instructors’ Schedules for a Selected Period..............................................7-7
Setting Up General Information About Course Sessions..........................................7-7
Setting Up Course Session Locations and Instructors..............................................7-9
Viewing and Updating Session Address and Contact Details.................................7-12
Choosing Training Rooms......................................................................................7-13
Choosing Instructors...............................................................................................7-14
Specifying Required Equipment and Materials......................................................7-14
Viewing a List of Available Equipment and Materials...........................................7-16
Defining Miscellaneous Expenses Associated With a Course Session...................7-16
Viewing Course Session Details.............................................................................7-17
Setting Up Course Session Costs...................................................................................7-18
Pages Used to Set Up Course Session Costs...........................................................7-19
Entering Vendor Costs for a Course Session..........................................................7-19
Setting Up Session Costs That Are Associated With the Facility and Instructor...7-21
Recording Costs That Are Associated With Required Equipment.........................7-23
Recording Costs That Are Associated With Course Session Expenses..................7-24
Closing Completed or Canceled Sessions.....................................................................7-25
Recording Student Feedback.........................................................................................7-26
Pages Used for Recording Student Feedback.........................................................7-26
Recording Student Feedback on Course Sessions..................................................7-27
(USF) Entering Individual Training Evaluations....................................................7-29
Recording Employee Feedback About Various Areas of the Course.....................7-30
Chapter 8
Enrolling and Waitlisting Students
Understanding Student Enrollment Options....................................................................8-1
Common Elements Used in This Chapter.................................................................8-3
Administering Training Letters.......................................................................................8-3
Enrolling Students Manually...........................................................................................8-4
PEOPLESOFT PROPRIETARY AND CONFIDENTIAL CONTENTS vii
PEOPLESOFT 8.3 HUMAN RESOURCES PEOPLEBOOK: ADMINISTER TRAINING
Pages Used to Enroll Students and Track Training Request Data............................8-5
Enrolling Students Manually.....................................................................................8-5
(USF) Tracking Training Requests.........................................................................8-10
Enrolling Students by Department Demand..................................................................8-11
Pages Used to Enroll Students by Department Demand.........................................8-12
Enrolling Students by Department Demand............................................................8-13
Viewing Subscribed Employees..............................................................................8-15
Enrolling by Employee Demand....................................................................................8-16
Pages Used to Enroll by Employee Demand...........................................................8-16
Enrolling Students by Group.........................................................................................8-17
Pages Used to Enroll Students by Group................................................................8-17
Enrolling Students by Group...................................................................................8-18
Viewing Subscribed Employees..............................................................................8-21
Managing Waiting Lists................................................................................................8-23
Pages Used to Manage Waiting Lists......................................................................8-23
Adding Students to Waiting Lists...........................................................................8-24
Enrolling Students Automatically...........................................................................8-25
Moving Students Between Course Sessions..................................................................8-27
Page Used to Move Students Between Course Sessions.........................................8-27
Moving Students Between Sessions........................................................................8-27
Chapter 9
Tracking Student Training
Understanding the Tracking of Student Training............................................................9-1
Accessing Student Data.............................................................................................9-1
Maintaining Student Training Data.................................................................................9-2
Pages Used to Maintain and Review Student Training Data....................................9-2
Entering or Reviewing Student and Course Information..........................................9-3
Specifying Business Unit and Department Billing Information................................9-7
(USF) Tracking Training Requests..................................................................................9-8
Page Used to Track Courses......................................................................................9-8
Tracking and Reviewing Requested Courses............................................................9-9
Reviewing Training-Related Employee Data..................................................................9-9
Chapter 10
Tracking Training Costs
Understanding Training Cost Tracking.........................................................................10-1
Common Elements Used in This Chapter...............................................................10-1
Defining and Tracking Reimbursable Tuition Expenses...............................................10-2
Pages Used to Define and Track Reimbursable Expenses......................................10-3
CONTENTS viii PEOPLESOFT PROPRIETARY AND CONFIDENTIAL
PEOPLESOFT 8.3 HUMAN RESOURCES PEOPLEBOOK: ADMINISTER TRAINING
Defining Reimbursements and Percentages............................................................10-3
Tracking Student Reimbursements.........................................................................10-4
Calculating and Tracking Student Costs.......................................................................10-6
Pages Used to Calculate and Track Student Costs..................................................10-7
Running the Compute Student Costs Process.........................................................10-8
Reviewing and Updating Vendor Costs..................................................................10-9
Updating Actual Training Costs..................................................................................10-10
Page Used to Run the Update Planned and Real Cost Process.............................10-11
Running the Update Planned and Real Cost Process............................................10-11
Reviewing Training Costs...........................................................................................10-12
Pages Used to Review Training Costs..................................................................10-12
Reviewing Training Costs.....................................................................................10-13
Comparing Budgeted Costs to Actual Costs.........................................................10-14
(FRA) Reviewing French Employee Session Costs....................................................10-17
Page Used to View a Summary of Employee Course Session Costs....................10-17
Viewing Employee Course Session Costs............................................................10-17
Chapter 11
(GER) Tracking Professional Educational Programs for German Employees
Understanding German Internal Educational Training Programs.................................11-1
Identifying Steps, Grouping Steps, and Tracking Employee Progress..........................11-1
Pages Used to Identify Steps, Group Steps, and Track Employee’s Progress........11-2
Identifying the Steps for a Training Plan................................................................11-2
Grouping the Steps Into a Training Plan.................................................................11-3
Tracking Employees’ Progress...............................................................................11-3
Chapter 12
(FRA) Producing the French Training Report 2483
Understanding the French Training Report 2483 Process.............................................12-1
Common Elements Used in This Chapter...............................................................12-2
Reviewing Setups for Groups and Indicators................................................................12-2
Pages Used to Review Training Report Groups and Indicators..............................12-3
Reviewing the Group Setup....................................................................................12-3
Reviewing the Indicator Setup................................................................................12-4
Entering Additional Report Parameters.........................................................................12-5
Page Used to Enter Additional Report Parameters.................................................12-5
Entering Additional Parameters..............................................................................12-5
Running the Report Process and Reviewing the Results...............................................12-7
Pages Used to Run the Compute Training Report Process and Review the
Results.....................................................................................................................12-8
PEOPLESOFT PROPRIETARY AND CONFIDENTIAL CONTENTS ix
PEOPLESOFT 8.3 HUMAN RESOURCES PEOPLEBOOK: ADMINISTER TRAINING
Running the Compute Training Report Process......................................................12-8
Reviewing and Editing the Results of the Process..................................................12-9
Running the French Training Report 2483..................................................................12-10
Index
CONTENTS x PEOPLESOFT PROPRIETARY AND CONFIDENTIAL